Strategic Market Insights & Client Success Lead

OTC Markets Group; New York (NY); Hybrid; USD 130,000 - 135,000; Full time

Benefits offered by this job

Generous PTO

Hybrid work schedule

Stock options

Annual bonus

Professional certification reimburse

401(k) Plan

Commuter transit & parking

Health coverage

HSA / FSA options

Gym/ wellness benefits

Discretionary equity awards

Job summary

OTC Markets Group is seeking a Lead, Market Insights & Client Success in New York City. You will drive issuer journeys, create scalable research, and partner with Sales, Marketing and cross-functional teams to enhance issuer engagement and our market offerings.

The role emphasizes IR/ equity research experience, data analysis, client-facing materials and strong presentation skills, with a hybrid work arrangement and a generous perks program.

Qualifications

• 3+ years of experience in investor relations or equity research, including experience within a public company, investment firm, research provider or specialist advisory organization.
• Strong understanding of public companies, investor expectations and capital markets.
• Strong analytical skills and experience working with financial, trading, shareholder or market data.
• Excellent written and verbal communication skills with the ability to translate complex market topics into clear, practical insights.
• Experience developing client-facing research, presentations, educational materials or thought leadership.
• Strong Excel and PowerPoint skills and practical experience using AI and other digital tools.
• Strong organizational skills and ability to work collaboratively across multiple functions.

Responsibilities

• Support the development and continuous improvement of the issuer journey from onboarding through ongoing Client Success engagement.
• Analyze issuer, trading, shareholder and market data to develop practical market intelligence, benchmarking and insights for clients and internal teams.
• Develop scalable issuer education, guidance, presentations, thought leadership and other client-facing resources.
• Identify recurring issuer needs and translate them into improved processes, digital resources and client experiences.
• Work with Product, Marketing, Issuer Services, Market Data, Sales and Client Success to strengthen OTCIQ and other issuer-facing tools and services.
• Support strategic initiatives and partnerships that strengthen issuer engagement, market quality and OTC Markets’ client offering.
• Use AI and digital tools to improve research, analysis, content development and the scalability of the Client Success function.

Skills

Investor relations

Equity research

Data analysis

Communication

Client engagement

Cross-functional collaboration

Tools

Excel

PowerPoint

AI tools

Job description

OTC Markets Group is seeking a Lead, Market Insights & Client Success in New York City. You will drive issuer journeys, create scalable research, and partner with Sales, Marketing and cross-functional teams to enhance issuer engagement and our market offerings.

The role emphasizes IR/ equity research experience, data analysis, client-facing materials and strong presentation skills, with a hybrid work arrangement and a generous perks program.