PYRAMYD
Book a Demo
  1. Personas
  2. Global Markets
  3. Product Specialist
  4. Alternative Execution Services
  5. Client Connectivity & Direct Access

Persona

Client Connectivity & Direct Access.

Manages client electronic trading connectivity, access models, and direct market access workflows

ManagerSoftware spend $85,000 / seat / yr

What this role actually does

Responsibilities and pain points, sourced from the production graph.

Key responsibilities

  • Own client FIX onboarding from requirements capture through certification, production cutover and post-go-live monitoring.
  • Maintain DMA entitlement workflows, client hierarchies, credit limits, order-size thresholds and access removal procedures.
  • Coordinate broker, vendor, venue and internal technology teams when adding new markets, sessions or routing paths.
  • Run conformance and regression testing for FIX tags, drop copy, allocations, cancels, rejects and execution reports.
  • Investigate session disconnects, malformed messages, rejects, stale entitlements and venue access issues.
  • Document client connectivity architecture, control ownership, support runbooks and escalation paths.

Software pain points

  • Client onboarding still depends on manual FIX spec comparison, email approvals and repeated regression tests
  • TCA differs between broker, EMS and internal data sources
  • Market-access limit rationale is hard to reconstruct during audits
  • Venue incidents require switching between EMS, log search, chat, ticketing and market-data screens
  • Sales teams lack client-ready proof for why one algo or route outperformed another
  • Entitlements drift across client hierarchy, OMS, EMS and broker systems

Workflow

A day in the workflow.

Starts before the local market open by checking overnight incidents, venue notices, client order-flow anomalies and FIX session health. Mid-morning work moves into live-flow support: trader questions, order rejects, algo behavior, entitlement changes and market-access limit exceptions. Afternoons are split between client calls, TCA reviews, onboarding tickets, certification testing and roadmap discussions with trading technology. End of day is evidence-heavy: reconcile order events, prepare execution-quality commentary, document control changes and queue defects for EMS, OMS, connectivity or surveillance teams.

See PYRAMYD answer a live question for the Client Connectivity & Direct Access role.

Book a DemoBrowse all personas