Associate Director of Client Success, Derivative Path
$120-140k
Offers equity and annual bonus
Derivatives technology & advisory for financial institutions
Open for applications
Derivatives technology & advisory for financial institutions
101-200 employees
Open for applications
$120-140k
Offers equity and annual bonus
101-200 employees
Company mission
To modernize risk management and financial technology.
Role
Who you are
- The candidate must demonstrate strong communication, analytical thinking, business acumen, and commitment to the organization's vision
- 5+ years of relevant professional experience in finance, fintech, or capital markets
- Background in finance or accounting, with a strong emphasis on capital markets and derivatives, including knowledge of derivative products, trade structures, and trade lifecycle concepts
- Strong analytical and problem-solving skills, with exceptional attention to detail when working with financial data
- High level of comfort working with data-driven tools, platforms, and reporting systems to analyze and resolve issues
- Ability to quickly learn and adapt to new technologies, financial platforms, and evolving workflows
- Excellent written and verbal communication skills, including the ability to explain complex financial or technical concepts to diverse audiences
- Proven ability to work independently, manage multiple priorities, and execute with urgency in a fast-paced, client-facing environment
- Strong collaborative mindset, with the ability to work effectively across Client Success, Product, Engineering, and Operations teams
- Team-oriented approach with a commitment to organizational objectives and long-term client success
- Prior experience in client relationship management or client-facing roles (preferred)
What the job involves
- We're looking for a talented and driven Associate Director to provide day-to-day support to our client success team
- The candidate plays a critical support role in assisting the Head of Client Success, managing operations, executing strategy, and driving performance
- This position helps guide daily workflow, projects, and data and quality analysis while aligning activities with organizational objectives
- Work closely with the client success team on the analysis and resolution of client inquiries related to Derivative Path platform usage and client business processes
- Serve as a first response contact for client and internal operations-related inquiries
- Collaborate with development and product teams to resolve client-related technical issues, contributing to setting up business specifications
- Develop knowledge base documentation related to Derivative Path platforms and procedures
- Implement operational efficiency improvements
- Contribute to projects integrating the derivative portfolios and business processes of clients into Derivative Path platforms
- Develop and maintain internal reporting and dashboards to track client success metrics, operational performance, and service trends, supporting data-driven decision-making
- Motivate team, develop personnel, and help deliver
Our take
Derivative trading often proves unattainable for many organizations due to barriers like limited access, complex compliance regulations, and intricate hedge accounting procedures. Derivative Path effectively addresses these challenges through its capital markets platform.
A key strength of Derivative Path lies in the collective expertise of its team, comprising seasoned professionals with backgrounds in private equity and venture capital from reputable institutions like Wells Fargo and Barclays. Leveraging this hands-on experience, the company adeptly meets the needs of financial institutions and trading firms. Providing institutions with a more efficient avenue for accessing capital markets, earning the company an impressive client roster that includes Simmons Bank and United Community Bank.
In the rapidly evolving landscape of capital markets technology, companies like AlphaSense vie for prominence. However, Derivative Path distinguishes itself by its dedicated focus on derivatives and an array of tools, differentiating itself from other trading fintechs primarily centred on data analysis.
Steph
Company Specialist at Welcome to the Jungle
Insights
35% employee growth in 12 months
Company
Funding (1 round)
Jun 2020
$35m
GROWTH EQUITY VC
Total funding: $35m
Company HQ
Walnut Creek, CA
Leadership
Pradeep Bhatia
(Co-Founder & CEO)Pradeep began their career as an Investment Banking Associate at US Bank, before joining Societe Generale as VP of Leveraged Finance. Prior to co-founding Derivative Path in 2013, they were the Head of Bank Coverage at Wells Fargo Bank.
John Fleming
(Co-Founder & COO)After co-founding Derivative Path in 2013, John served as the CTO until 2021, when they moved into the role of COO. Previously, they were a Managing Director at Wells Fargo, a Product Manager at Calypso Technology and Integral Development Corp, and a VP at Societe Generale.
Zack Nagelberg
(Co-Founder & President)After co-founding Derivative Path in 2013, Zack served as the Head of Business Development until 2021, when they moved into the role of CGO until 2026. Previously, they were an Analyst/Associate at Wells Fargo Securities.
Frank Purnell
(Co-Founder & CIO)After co-founding Derivative Path in 2013, Frank served as the Head of Product Management until 2021, when they moved into the role of CPO until 2023, and then into the role of CIO. Previously, they spent over 7 years at Wells Fargo as an IT Proejct Manager, Commodities Trader/Developer and Trading Manager.
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