Associate Director, Professional Services

$160k - $180k

Full-time

Derivative Path

Who We Are
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 130+ 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
This is an Associate Director role combining end-to-end implementation ownership with deep derivatives domain expertise. You will lead client onboardings onto Derivative Edge, manage multiple concurrent project engagements, mentor junior analysts, and serve as a trusted advisor to bank clients navigating complex derivative portfolio migrations. The role requires equal command of project delivery, data analysis, and capital markets subject matter expertise.
What You’ll Do
Implementation Leadership
Own full project delivery for assigned client implementations from SOW execution through go-live and transition to Client Success.
Lead all implementation activities: requirements gathering, solution design, interface and system builds, testing cycles, client training, and final deployment.
Integrate client derivative portfolios and business processes into Derivative Path platforms; support configurations and ensure quality of all deliverables, including process documentation and UAT scripts.
Project Management
Create and maintain project workplans, milestone tracking, risk logs, status reporting, change management documentation, and engagement economics.
Manage multiple concurrent projects and competing priorities while maintaining delivery quality.
Apply working knowledge of the Software Implementation Lifecycle from Pre-Sales through transition to Client Success.
Proficient use of project management tools such as GuideCX, file-sharing platforms, and RAID log frameworks.
Client Management
Establish and manage client expectations; develop lasting relationships that enhance the overall client experience.
Collaborate with the Client Success team on analysis and resolution of client inquiries related to derivatives trading, EDGE platform usage, and client business processes.
Provide pre-, during-, and post-implementation support; develop knowledge base documentation related to Derivative Path platforms and procedures.
Derivatives Subject Matter Expertise
Apply knowledge of financial derivative structures — Vanilla, Amortizing, Embedded, and Structured Swaps, Cap/Floor, and Swaptions — across Interest Rate, FX, and Commodity asset classes, encompassing Front, Middle, and Back Office processing and reporting.
Understand data structures, file formats, and mapping conventions used in trade capture, portfolio migration, and regulatory reporting (CSV, XML, pipe-delimited, fixed-width).
Demonstrate working knowledge of integrated systems architecture, including how platforms connect and exchange data across SFTP, API, and batch-based interfaces.
Distinguish between static/reference data (counterparties, entities, legal hierarchies, product configurations) and transactional data (trade economics, cash flows, valuations), and understand how each must be structured and maintained throughout the implementation lifecycle.
Apply knowledge of payment processing workflows — ACH/NACHA, wire transfers, and netting — including how payment instructions are generated, transmitted, and reconciled across banking systems.
Qualifications
Required
Bachelor's or graduate degree in Business, Finance, or equivalent work experience.
4+ years of experience in derivative capture, payment processing, TMS implementation, or comparable capital markets technology.
3+ years of active project management experience with software solutions in Finance or Treasury markets.
Background in finance and accounting, ideally with emphasis on capital markets.
Proficiency in data analysis and productivity tools, including Excel.
Willingness and ability to travel as needed.
Preferred
PMP certification or equivalent project management credential.
Experience with SaaS implementation methodologies for financial services clients.
Familiarity with hedge accounting standards (ASC 815/820, IFRS 13).
Experience with SFTP, ACH/NACHA, and enterprise email relay infrastructure in a bank client context.
Location
NYC, Hybrid 3 days in office
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 $160,000 - $180,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
-------------------------------------------------------------------------------------------------------------------------------------------
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. As part of Derivative Path’s hiring process, interviews and evaluations may be conducted using AI-assisted technology.

Apply

Vacancy posted 15 days ago

Similar jobs that could be interesting for youBased on the Associate Director, Professional Services in New York, NY vacancy

Associate Director of Professional Learning
$90k - $110k
...school is not in session. Deliver powerful results To achieve our vision, we are searching for a results-driven Associate Director of Professional Learning with a Bachelor's degree and a proven track record of effective leadership as a current or former Principal,...
Suggested
Permanent employment
Work at office
Immediate start
Remote work
Monday to Friday
Flexible hours
Zeta Charter Schools
New York, NY
a month ago
Associate Director for Children's Services
...urgent care, primary care and specialty services, from women's health to endocrinology... ..., administrator, or operations professional, there's a career here for you. Join us... ...our community. Job Summary The Associate Director for Children's Services will oversee the...
Suggested
Work at office
Essen Medical Associates
New York, NY
3 days ago
Associate Director of Technology Services - NY
$260k - $290k
...build an incredible career and thrive as an exceptional professional in a supportive culture. If you aspire to be the best... ..., this is where you belong. About the Role The Associate Director of Technology Services – NY is an integral part of Latham’s Technology &...
Suggested
Work at office
Local area
Careers
New York, NY
4 days ago
Associate Director, Client Services
$100k
...Job Title: Associate Director, Client Services Location: New York, NY Start Date: ASAP Whalar, part of Accenture Song is the leading, most awarded... ...days + Winter break Monthly phone/internet reimbursement Professional development stipend New joiner's Home office allowance...
Suggested
Local area
Immediate start
Home office
Flexible hours
Whalar
New York, NY
5 days ago
Associate Director, Strategic Professional Learning
$90k - $110k
Zetaschools is seeking an Associate Director of Professional Learning to enhance educational outcomes. The role involves designing cohesive professional learning experiences for educators and fostering leadership development. The ideal candidate will have a Bachelor's...
Suggested
Flexible hours
Zetaschools
New York, NY
2 days ago
Associate Director, IT Service Desk
$117.6k - $161.7k
Become a part of our caring communityThe Associate Director, Problem, Incident and Event Management drives technical support teams to recover services during periods of service disruption or outages to key technology platforms/applications. The Associate Director, Problem...
Full time
Contract work
Temporary work
Apprenticeship
Shift work
Humana
New York, NY
2 days ago
Associate Director, Meeting Services (Speaker Bureau)
...Company Description EVERSANA INTOUCH® is a global, full-service marketing agency network serving the life sciences industry,... ...our cultural beliefs.  Job Description WHAT DOES AN ASSOCIATE DIRECTOR, MEETING SERVICES DO? The Associate Director, Meeting...
Work at office
Local area
Shift work
Afternoon shift
EVERSANA INTOUCH
New York, NY
a month ago
Associate Director of Family Services - Central Office
...Job Description Job Description ASSOCIATE DIRECTOR OF FAMILY SERVICES We are excited to invite a dedicated and passionate Associate Director of Family Services to join our central office team in Manhattan, NY. As an Associate Director of Family Services, you...
Permanent employment
Full time
Work at office
Local area
HOMES FOR THE HOMELESS, INC
New York, NY
a month ago
Manager/Associate Director of Facilities Excellence
$80k - $115k
...To achieve our vision, we are searching for an Manager/Associate Director of Facilities Excellence with a Bachelor's degree (related... ...team outings, and NYC's finest sweet treats ~ Books for professional development We care deeply about your personal and professional...
Permanent employment
Work experience placement
Work at office
Immediate start
Flexible hours
Zeta Charter Schools
New York, NY
5 days ago
Managing Director, Professional Services, Technical Implementation Services
...Managing Director, Professional Services, Technical Implementation Services About the Company Expanding provider of investment management, research & trading services Industry Financial Services Type Public Company Founded 1792 Employees 10,0...
Confidential
New York, NY
3 days ago
Director, Professional Services
...comprehensive business management solutions for law firms and other professional services organizations with a mission to help them run a better... ...are our strength. Role Overview Aderant is seeking a Director of Professional Services to lead delivery operations and...
Aderant North America, Inc.
New York, NY
19 hours ago
Associate Director, Client Services
$120k - $160k
...Job Highlights: AdAge and Inc Magazine have named Silverback one of the best places to work. We are hiring an Associate Director of Client Services. Salary band is $120k-$160k with legit bonus and benefits. This is an opportunity to make a big impact at a smaller agency...
Summer work
Casual work
Remote work
Shift work
Silverback Strategies
New York, NY
18 hours ago
Senior Director, Professional Services
$204k - $240k
...really works. Join our mission to make processes work for people, companies, and the planet. The Role: As a Senior Director of Professional Services , you will lead the strategy, growth, and delivery excellence of our Services practice at Celonis. You will manage a...
Full time
Contract work
Temporary work
Work at office
Local area
Remote work
Worldwide
Flexible hours
Celonis
New York, NY
2 days ago
Structured Finance - Residential Mortgage-Backed Securities, Associate Director (New York)
$110k - $135k
...others within the organization to offer professional and personal support. With our... ...The U.S. RMBS group is seeking an Associate Director to help lead transaction coverage and... ...of U.S. mortgage products, origination/servicing practices, due diligence, and performance...
Temporary work
Work at office
Local area
Immediate start
3 days per week
Fitch Group
New York, NY
a month ago
Associate Account Director (Healthcare Communications)
$85k - $95k
...Associate Account Director (Healthcare Communications) Real Chemistry is looking for an Associate... ...for this role has a stellar client services reputation and is passionate about health... ...research for new business Have a professional presence, perform with a sense of...
Work experience placement
Remote work
Real Chemistry
New York, NY
5 days ago
Associate Director - Client Experience (B2B)
Description The Associate Director,B2B, is a sales-focused service partner, working side by side with our Business Development Managers. From the time... ...in a technical discipline. Advanced degree, professional certification, or equivalent training preferred....
Remote work
Goodway Group
New York, NY
more than 2 months ago
Associate Director, Event Operations & Client Accounts
$155k - $180k
...Management & Delivery, and Data & Insights services. For 30 years, we have utilized three... ..., Technology, Healthcare, Media, and Professional Services sectors. FIRST is part of the... .... What You Would Get To Do The Associate Director, Embedded Solutions will work closely...
Work at office
Worldwide
Flexible hours
First Global Management Services, Inc.
New York, NY
a month ago
Associate Director, Client Activation
$130k - $140k
...makes an impact on their personal and professional lives. The Morning Brew team is clever... ...Want in? Read on. OVERVIEW The Associate Director, Client Activation will be responsible... ...post-sale execution and white-glove service across our custom offerings (multimedia...
Work at office
Remote work
Day shift
Morning Brew Inc.
New York, NY
a month ago
Associate Director, Veteran Facilities, Homeless Veteran Program
...life and limb for our country. The Associate Director of Veteran Facilities supports the Director... ..., in-house construction, custodial services, and business operations. The... ...communication with tenants to ensure professional relationships and address concerns promptly...
Full time
For contractors
Work at office
Local area
Flexible hours
Shift work
Day shift
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
New York, NY
3 days ago
Head of Consulting Services - Remote
$171.4k - $308.6k
...crucial part of a mission to push the boundaries of analytics and redefine financial investment. Job Description Director, Professional Services & Forward-Deployed Engineering – NY The Role The Director, Professional Services (PSD) is a strategic leader...
Full time
Remote work
Shift work
MicroStrategy Services Corp.
New York, NY
25 days ago
Associate Director, Credentialing Department
...urgent care, primary care and specialty services, from women's health to endocrinology... ..., administrator, or operations professional, there's a career here for you. Join us... ...our community. Job Summary The Associate Director provides strategic and operational leadership...
Full time
Work experience placement
Monday to Friday
Essen Medical Associates
New York, NY
4 days ago
Associate Vice President, Director of Legal Operations
...Associate Vice President, Director of Legal Operations About the Company Innovative provider of specialty re/insurance services Industry Insurance Type Privately Held, Private... ...Bachelor's degree or equivalent professional experience, with 7-10 years'...
Confidential
New York, NY
5 days ago
Associate Director - Network Security
$152.24k - $188.22k
...offers a comprehensive range of medical services with one high standard of care across... ...opportunity to join our team as a Associate Director - Network Security. In this role, the... ...will lead a team of network security professionals, collaborate with IT teams, and interface...
NYU Langone Hospitals
New York, NY
5 days ago
Associate Director, Analytics Client Success
$128k - $150k
...insight into action. With more than 300 dedicated market access professionals and the support of Omnicom Health's global capabilities,... ...Overview Omnicom Health Market Access (OHMA) is seeking an Associate Director, Analytics Client Success to join the recently formed...
Work at office
Local area
3 days per week
Omnicom Health Market Access
New York, NY
2 days ago
Associate Director, Programmatic
$120k - $130k
...solutions for clients including custom data management solutions and data solutionsTactically manages a small group of managers and/or professional employees; has responsibility for performance, development and coaching of direct teamAdapts account plans and priorities to...
Full time
Work at office
Local area
3 days per week
Momentum Worldwide
New York, NY
59 minutes ago
Associate Director of Operations, Neuroscience-MSW-FT Days
...Associate Director of Operations for Neurosciences The Associate Director of Operations for... ...Associate Director is responsible for the service line inclusive inpatient activities... ...strong engagement, accountability, and professional growth across clinical and...
Temporary work
Traineeship
Local area
Mount Sinai Health System
New York, NY
2 days ago
Associate Director, Operations
...outpatient, inpatient and home-based services to more than one million New Yorkers every... ...DUTIES AND RESPONSIBILITIES: The Associate Director, Contact Center Service Delivery will... ...Include: • Building and nurturing professional, productive and trusting relationships...
Work from home
Shift work
NYC Health Hospitals
New York, NY
5 days ago
Associate Director, Business Operations
$70k - $125k
...our cornerstone, fostering empowerment and success in both professional and personal realms for every member of our dynamic team. Through... .... We are looking for a highly skilled and motivated Associate Director to join our dynamic Business Operations team, to fill a gap...
Work at office
Local area
3 days per week
Hearts & Science
New York, NY
4 days ago
Associate Director, Statistics
...including immunology, oncology and neuroscience - and products and services in our Allergan Aesthetics portfolio. For more information... ...application through scientific literature and attendance at professional meetings. Present own statistical research or review of the statistical...
Local area
Overseas
AbbVie
New York, NY
3 days ago
Associate Director, Biostatistics
$145k - $160k
...Position: Associate Director, Biostatistics Salary Range: $145K-$160K Location: Sommerset, NJ... ...manufacturing with fully integrated high-quality services. We\'re proud of the impact we make... ...support and maternity resources Professional development and career growth opportunities...
Contract work
Temporary work
Remote work
Worldwide
Flexible hours
Pharmaron
New York, NY
5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Director, Professional Services. Be the first to apply!