Senior Client Success Manager - Trading and Asset Services

The Senior Client Success Manager will drive client satisfaction, solution adoption, and overall success for a specific solution by serving as a strategic partner, ensuring clients realize the full value of their investment, and fostering long-term relationships. The role involves leading strategic conversations with senior stakeholders, collaborating cross-functionally with product, sales, and support teams, and building strong relationships with clients.

Requirements

• 5-10 years of experience in Client Success/Service, Client Support/Help Desk, Account Management, or similar roles
• 7-10 years of experience in defining/using solutions for Private Equity Markets, Electronic Trading and Investment Banks
• Clear understanding of features & services (functional & technical) used in Trade Execution, Securities Finance, Portfolio Management, Fund Accounting, Post Trade Settlements, a must
• Knowledge of financial instruments, including Derivatives, Private Assets and Crypto preferred
• Bachelor’s degree; prior experience in financial technology services
• Ability to clearly articulate business value (written/verbal) to various stakeholders within clients’ organizations
• Knowledge of financial technology industry and products, including market trends, challenges, and opportunities. Knowledge of FIS Capital Markets’ products and services strongly preferred.
• Strong analytical skills, including experience with PowerBI or similar software, and turning data into insights
• Strong communication/presentation skills and confidence in all levels of customer engagement/situations
• Strong leadership and ability to collaborate with cross-functional teams incl. Solutions, Development, Sales, Pre-Sales, Renewals, Support, Commercials, etc.

Benefits

• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits