Manager, Professional Services

Location

Walnut Creek, CA | United States

Job description

Who We Are

Derivative Path is an award-winning firm providing financial technology and advisory solutions that empower small & mid-size financial firms to access capital markets. Launched in 2013, the Company offers a state of the art trading platform for complex interest rate, foreign exchange, and commodity transactions that democratizes access to the capital and liquidity of Wall Street firms, leveling the playing field between major banks and thousands of community and regional banks, credit unions, private equity firms, and commercial end-users in a way that no other firm has. Its single, intuitive dashboard helps firms manage risk and enhance workflows while delivering better transparency, hedging capabilities, risk management, and operating efficiency.

With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers most of its 100+ employees a flexible, hybrid work environment in which they can work remotely or from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.

The Opportunity

Derivative Path is hiring an experienced Professional Services Manager to join our professional services team. In this role you will be the face of the company and primary point of contact for clients when leading and managing the implementation of our front-to-back derivatives platform. You will be responsible for establishing strong client relationships during implementation phases and ongoing support preceding engagement transition to the client success team. You should have prior experience with client management, driving end-to-end implementation processes, managing project resources, and providing post-implementation support as required. The ideal candidate will be able to lead complex projects with limited supervision.

What You'll Do

• 3+ years of experience working on capital markets trading system implementation projects (especially for OTC derivatives) including trade capture, valuation reconciliations, reference data setup, client reporting solution configurations, and development of operations management processes.
• Experience preparing business requirements for use by product and engineering teams.
• Strong project management skills (including full implementation lifecycles) and familiarity with project planning tools like GUIDEcx.
• Experience performing complex data analyses using extracts from databases and tools like Excel.
• Ability to work with internal sales and product teams on client solution definition.
• Experience creating test plans (functional and regression) and implementation task documentation.
• Familiarity with client engagement contract fundamentals.
• Interest in development of client onboarding efficiency tools and processes
• Ability to appropriately shift focus during intraday task priorities change.
• Strong commitment to teamwork and collaboration.
• Excellent written/verbal communication and presentation skills.
• Willingness to mentor junior staff.
• Educational background in finance, economics, computer science, or related fields a plus.

Benefits

• Competitive bonus, base salary, and equity compensation
• 23 days of PTO
• Hybrid work environment within the US
• Paid parental leave
• 401K matching at 3%
• Competitive health benefits including HSA and FSA options, life insurance, and short-term disability

The expected salary for this position is $140,000-$160,000. When determining your pay, we will consider your skills and experience.

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Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances.  Derivative Path offers a comprehensive benefits package, including health, dental, and a generous paid time off policy.

Job tags

Salary