ETD Client Solutions Manager
New York City (FiDi) | Hybrid (3 days onsite)
Full-time
Base up to ~$115k (depending on experience)
Our client, a global consultancy, is building out a solutions-focused team that partners closely with sales, product, and implementation groups. This role sits at the intersection of exchange-traded derivatives (futures & options), post-trade workflows, and client solution design, supporting prospects and existing clients through the pre-sales and onboarding lifecycle.
This is a strong fit for someone with an operations or post-trade background who wants to move into a more project-based, client-facing, and commercially aligned role.
What the role focuses on
- Act as a solutions and workflow specialist during pre-sales conversations, supporting sales teams on client calls and product demonstrations
- Work directly with prospective and existing clients to understand trade flows, operating models, and technical setups
- Review a client’s current technology stack and identify how solutions will integrate into their environment
- Translate business and operational requirements into clear implementation documentation, including scope, assumptions, and limitations
- Draft materials that define what is in and out of scope before work is handed to implementation or delivery teams
- Manage client questionnaires and requirement-gathering exercises as part of onboarding
- Identify risks, non-standard requirements, or gaps early and escalate internally where needed
- Serve as a subject matter expert for securities and ETD workflows, supporting internal teams with complex questions
- Partner closely with product and development teams, providing client feedback and helping assess how new features would fit into existing solutions
- Support internal knowledge sharing, training, and handoffs to ensure smooth execution post-sale
Background
- 3+ years of experience in post-trade, operations, trade support, or client solutions within securities or ETD
- Hands-on knowledge of exchange-traded derivatives, including futures and options trade flows
- Experience with reconciliations and downstream post-trade processes
- Exposure to SaaS, vendor, or platform-based environments is a plus
- Comfortable working with clients and presenting workflows (doesn’t need to be pure sales, but communication skills matter)
- Strong documentation skills — able to turn complex discussions into structured, usable materials
- Organized and able to juggle multiple workstreams at once
Nice to have
- Prior experience working alongside ETD specialists or ETD-focused platforms
- Exposure to implementation, onboarding, or solution architecture work
- Familiarity with collaboration or project tools (e.g., documentation or CRM systems)
Logistics
- Based in NYC (Financial District)
- Hybrid setup (roughly 3 days in office)
- Compensation up to ~$115k base, depending on experience
- Urgent hire
