Institutional Client Success Director — FinTech

Radley James; United States; Híbrido; USD 315 000 - 385 000; Tempo integral

Resumo da oferta

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.

Qualificações

• 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.

Responsabilidades

• 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.

Conhecimentos

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

Descrição da oferta de emprego

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.