Client Success Lead

Radley James; United States; On-site; USD 315,000 - 385,000; Full time

Job summary

A financial services company is seeking a Client Success Director to manage institutional client relationships on a multi-asset prime services platform. This high-impact role involves overseeing client onboarding, troubleshooting, and enhancing overall client experience across FX, futures, and digital assets. The ideal candidate will have over 5 years of experience in trading operations or fintech and demonstrate exceptional communication and multitasking abilities, alongside a strong client-centric mindset.

Qualifications

• 5+ years’ experience in trading operations, prime brokerage, clearing, or fintech.
• Strong understanding of digital assets, FX, futures, or listed derivatives.
• Excellent communication skills and a client‑centric mindset.

Responsibilities

• Build and maintain relationships with institutional clients.
• Support scaling of client activity through engagement and collaboration.
• Coordinate with exchanges to resolve operational issues.
• Manage collateral workflows across venues.
• Monitor risk metrics and escalate when necessary.

Skills

Experience in trading operations, prime brokerage, clearing, or fintech

Understanding of digital assets, FX, futures, or listed derivatives

Excellent communication skills

Ability to multitask

Client-centric mindset

Entrepreneurial attitude

Exposure to SQL

Familiarity with Python

Knowledge of analytics tools

Experience with workflow platforms

Job description

Client Success Director – FinTech

Hybrid • New York • Base salary up to $350,000

Base pay range

$350,000.00/yr - $350,000.00/yr

We’re hiring a Client Success Director to support institutional clients across a multi‑asset prime services platform spanning FX, futures, digital assets, and listed derivatives. This is a high‑impact, front‑facing role for someone who thrives at the intersection of relationship management, trading operations, and cross‑functional coordination in a fast‑moving markets environment.

As the senior point of contact for key institutional clients, you’ll help them scale activity, support onboarding and connectivity, troubleshoot issues across venues, oversee collateral workflows, and ensure clients receive seamless support across all products. You’ll work closely with business development, trading, operations, and risk teams to identify client needs, resolve issues proactively, and influence platform improvements.

What You’ll Do

• Build and maintain deep relationships with institutional clients across multiple asset classes
• Support scaling of client activity through engagement, reviews, and cross‑functional collaboration
• Coordinate with exchanges, liquidity providers, and internal teams to resolve operational issues
• Manage collateral workflows across digital‑asset and trading venues
• Communicate incidents clearly and drive timely resolution
• Translate client feedback into platform enhancements and automation
• Monitor risk metrics including limits, exposures, margin thresholds, and elevate when required

What We’re Looking For

• 5+ years’ experience in trading operations, prime brokerage, clearing, or fintech
• Strong understanding of digital assets, FX, futures, or listed derivatives
• Excellent communication skills and a client‑centric mindset
• Ability to work under pressure and multitask across fast‑moving workflows
• Entrepreneurial attitude with a focus on continuous improvement
• Bonus: exposure to SQL, Python, analytics tools, or workflow platforms

Why This Role?

• High‑visibility position in a growing, multi‑asset institutional platform
• Base salary up to $350,000, plus competitive bonus potential
• Opportunity to shape the client experience and influence product evolution

Seniority level

Director

Employment type

Full‑time

Job function

Finance