Lead Global Professional Services Director

21 hours ago


New York, New York, United States TriSearch Full time
Company Overview
A leader in the financial technology (FinTech) space, our client has been providing solutions to the securities industry for over 20 years. With a strong focus on capital markets fintech, trading systems, and related support services, they are poised for their next phase of development and growth.

Job Description
We are seeking an experienced professional to lead our global implementation strategy for Books and Records system. As Director, Head of Professional Services, you will spearhead a high-performing team, driving customer success and ensuring seamless implementation of our solutions. You will work closely with cross-functional teams to deliver tailored services, optimize processes, and enhance client satisfaction.

The successful candidate will have 10+ years of experience in professional services, financial software implementations, or project management, with a strong focus on securities finance and books and records systems. A PMP certification is required, along with exceptional leadership skills, including team development, mentorship, and performance management. Additionally, you should have extensive experience managing client relationships at the executive level, leading negotiations, and ensuring long-term client success.

Salary: We offer a competitive salary range of $200,000 - $300,000 per year, depending on experience. Benefits include comprehensive health insurance, retirement savings plan, and generous paid time off. Our company culture is fast-paced, high-performance, collaborative, and passionate about innovation and excellence.

Required Skills and Qualifications
* Experience managing large, global teams and delivering complex, multi-million-dollar SaaS implementations
* Deep knowledge of Securities Borrowing and Lending, including expertise in settlements, reconciliations, trading, and other key processes within books and records systems
* Advanced project management skills, including resource planning, risk management, and financial oversight with experience writing robust Statements of Work (SOW)
* Strong strategic thinking and business acumen, with the ability to align professional services operations with overall company goals
* Excellent communication skills, with the ability to engage effectively with both technical and non-technical audiences

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