Director, Customer Experience, Trading API

Social Leverage LLC

New York, Northern (NY, KY)

Hybrid

USD 180,000 - 240,000

Full time

35 hours ago

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Benefits offered by this job

Stock options

Home-office setup

Monthly stipend

Job summary

Alpaca is seeking a Director of Customer Experience for the Trading API to lead and scale our global customer support. You will oversee General and VIP support, set service levels, and work with Product, Engineering, and Compliance to turn customer insights into action.

The role requires strong leadership, broker-dealer experience, and the ability to drive data-driven improvements across a distributed team. A global, remote-friendly setup with cross-border collaboration is expected.

Qualifications

Series 7 certification required.
Series 24 certification required or obtainable within timeframe.
Strong understanding of brokerage products and trading workflows.

Responsibilities

Lead Trading API customer support across global regions and teams.
Establish a follow-the-sun operating model (24/5, aiming for 24/7).
Define service levels, escalation paths, and cross-region handoffs.
Develop KPIs and reporting to monitor customer experience and performance.
Partner with Product, Engineering, Trading, Operations and Compliance to drive improvements.
Build knowledge of integrations and trading workflows for VIP/institutional customers.

Skills

Series 7

Series 24

Trading knowledge

Data-driven

Leadership

Tools

APIs

Job description

Director, Customer Experience, Trading API

Posted Today

Who We Are:

Alpaca is a US-headquartered, global leader in agent-first brokerage infrastructure for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more.

Amongst our subsidiaries, Alpaca is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts.

Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.

Alpaca is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator.

Our Team Members:

We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!

We're searching for passionate individuals eager to contribute to Alpaca's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

Your Role:

Alpaca is looking for a Director of Customer Experience to lead and develop the customer-facing support functions across Trading API.

Trading API serves a diverse and increasingly sophisticated customer base, from active traders and developers to trading firms and institutional customers. As we expand our products, markets, and global customer base, the customer experience function needs to scale with the complexity and demands of the business.

This role will lead our existing teams across General Support and VIP Support and evolve how we support customers globally. The Director will build a follow-the-sun operating model, develop the team and its capabilities, establish clear service standards and use data, AI, and automation to continuously improve how we serve customers.

The role will also be a key partner to Product, Engineering, Trading, Operations, and Compliance. Customer interactions provide an important source of insight into where customers encounter friction and where our products and processes can improve. The Director will be responsible for turning those insights into actionable feedback and working across the organization to drive improvements to the customer experience.

We expect this person to spend time understanding the customer experience firsthand, particularly early on. They should develop a deep understanding of how customers use Alpaca, the issues they encounter, and how those issues move through the organization. The goal is to translate that knowledge into a high-performing global function that can scale with Trading API.

Key Responsibilities

Customer Support and Global Coverage

Lead and develop the Trading API customer support team
Build a follow-the-sun model providing 24/5 coverage and ultimately 24/7
Establish service levels, escalation paths, and effective handoffs across regions
Ensure timely, high-quality support across Trading API products
Identify recurring issues and partner across teams to address root causes

Data, AI and Continuous Improvement

Establish KPIs across service levels, resolution times, customer satisfaction, escalations, and other measures of customer experience
Build reporting to identify trends, customer friction, and areas for improvement
Use data to set goals and continuously improve team performance
Own the use and fine-tuning of customer-facing AI support
Use AI, automation, and self-service tools to improve quality and scalability

VIP and Institutional Support

Build a differentiated support model for customers with greater scale, complexity, or support requirements
Ensure VIP customers have responsive escalation paths for critical issues
Build strong knowledge of customer integrations, trading workflows, and operational requirements
Strategize with the Head of Trading to establish a trading desk with smooth handoffs for institutional orders
Work closely with the business owners responsible for VIP and institutional customer relationships

Customer Experience and Product Partnership

Build a structured process for identifying recurring customer pain points
Partner with Product to improve onboarding, usability, self-service, and the overall customer experience
Use data and customer feedback to identify and prioritize areas for improvement
Represent the needs of Trading API customers and identify opportunities to make the platform easier to use
Measure the impact of customer experience initiatives

Leadership and Team Development

Lead, coach, QA and develop the existing customer-facing support teams
Evolve the organization, processes, and staffing model as Trading API scales
Establish clear goals, accountability, and a data-driven operating culture
Hire and develop talent as the organization grows
Stay close to customers and frontline teams while building a function that does not depend on the Director to manage individual issues

Who You Are

Experienced building and leading customer-facing teams in brokerage, trading, or financial markets
Strong understanding of brokerage products, trading workflows, order lifecycle, and the needs of active and institutional traders
Series 7 required
Series 24 required, or ability to obtain the Series 24 within an agreed timeframe after joining
Strong people leader with experience developing existing teams
Experience managing customer support across multiple regions and time zones
Highly data-driven with experience establishing and managing against KPIs
Technically fluent and comfortable with APIs, integrations, and complex customer issues
Experience using AI and automation to improve customer support
Strong cross-functional operator who can work across Product, Engineering, Trading, Operations, Compliance, and Sales

How We Take Care of You: