Trading Services Solutions Consultant (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Trading Services Solutions Consultant (Fintech): Leading end-to-end implementation projects to onboard new clients onto the Trading Platform with an accent on project management and client training. Focus on designing technical solutions, managing client expectations from inception to stabilization, and optimizing onboarding processes.
Location: Salt Lake City, UT. Must be legally authorized to work in the United States without current or future visa sponsorship.
Salary: $112,000 - $140,000 (base salary) + bonus + equity
Company
is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence.
What you will do
- Lead and complete end-to-end implementation projects for onboarding new clients to the Trading Platform.
- Manage all aspects of client relationships and expectations from project inception to stabilization.
- Provide white-glove training and develop detailed Solutions Design and Project Plan documentation.
- Collaborate cross-functionally to solve customer concerns and bring technical issues to closure.
- Continuously improve internal processes and tools to support an expanding client base.
- Act as a subject matter authority on all aspects of Trading.
Requirements
- Bachelor’s Degree in Finance, Economics, Mathematics, or equivalent experience.
- 3+ years of relevant experience in a client-facing role.
- Proficiency in math, financial equations/terminology, and database setup methodologies.
- Experience using Salesforce (CRM) and remote support tools.
- Legal authorization to work in the US for any employer without requiring current or future visa sponsorship.
Nice to have
- Previous experience in investment management, finance/trading, or trading software.
Culture & Benefits
- Competitive market-based compensation including base salary, bonus, and equity.
- Comprehensive benefits package.
- Values-driven environment focused on ownership, collaboration, and innovation.
- Commitment to diversity, inclusion, and providing reasonable accommodations for disabilities.
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