Associate Director, Client Success

Job Description

Job Description

Who Are We
Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. 

 
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and 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
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. The candidate must demonstrate strong communication, analytical thinking, business acumen, and commitment to the organization's vision.

What You’ll Do

• 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.

Qualifications

• Prior experience in client relationship management or client-facing roles (preferred).
• 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.

Location 

• NYC | Walnut Creek, CA | Remote (U.S) 

Benefits 

• Base salary, equity, and annual bonus as part of the compensation package 
• 40 hours of sick leave 
• 18 days of PTO 
• Paid parental leave 
• 401K contribution at 3% 
• Competitive health benefits including HSA & FSA options, life insurance, and short-term disability 

The expected salary for this position is $120,000 - $140,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.  

 
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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, vision, retirement plan contribution, and a generous paid time off policy. 

 

 

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