Director of Client Operations; FinTech
Listed on 2026-01-25
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Business
Business Systems/ Tech Analyst -
IT/Tech
Cybersecurity, Business Systems/ Tech Analyst, FinTech, Data Security
Location: Columbia
Director of Client Operations – Fin Tech & Blockchain
Location:
United States – Remote |
Reports to:
Head of Operations
Industry: Fin Tech, Blockchain, Regulated Assets
About UsWe are a rapidly scaling Fin Tech company at the intersection of blockchain and traditional finance, providing institutional‑grade infrastructure for regulated digital asset management. We enable issuance, secondary trading, custody, and compliance for fund managers, institutions, and investors globally. As we enter the growth phase (Series A and beyond), we need a high‑caliber Operations Leader to take ownership of our operational strategy for scaling processes, and enhanced client engagement from conversion to post‑sales success.
The RoleDirector of Client Operations – oversee and scale all operational workflows, from client onboarding and institutional engagement to compliance execution and cross‑border fund/token issuance. This is not a pure back‑office role – this individual will be client‑facing, helping high‑value customers move seamlessly through onboarding, activation, and platform adoption.
Candidate Profile- Experienced operator who has built and scaled Fin Tech/financial operations beyond Series A.
- Highly front‑facing, capable of navigating institutional client relationships and ensuring top‑tier onboarding and execution.
- Process‑driven leader who can optimize workflows, drive automation, and reduce friction across operations.
- Strategic thinker who understands the intersection of blockchain, compliance, and finance and can scale infrastructure to support growth.
- Able to travel and represent the company at industry conferences, investor meetings, and institutional client engagements.
- Take ownership of and optimize all operational workflows (client onboarding, token issuance, trade settlements, custody, compliance) to support rapid client acquisition and revenue scaling post Series A and beyond.
- Implement automated, scalable processes for fund/token issuance, trade settlements, custody, and compliance workflows.
- Ensure seamless cross‑border operations, working with international partners, regulators, and corporate secretarial teams.
- Develop SOPs that allow the company to rapidly onboard new clients and expand into new jurisdictions.
- Serve as the primary operational liaison for institutional clients, fund managers, and key financial partners throughout the onboarding lifecycle and beyond.
- Own and continuously improve the client onboarding journey from an operational perspective, ensuring a white‑glove experience that accelerates platform adoption and builds strong, lasting client relationships.
- Work closely with sales and customer success teams to translate client needs into structured, scalable processes.
- Act as a trusted advisor to clients, ensuring they understand the operational and regulatory requirements of using our platform.
- Build an onboarding and activation framework that can support institutional clients at scale.
- Work with compliance and legal teams to ensure regulatory alignment with MAS, SEC, and other international jurisdictions as the company expands.
- Ensure all operational procedures are audit‑ready and meet the highest industry standards.
- Collaborate with engineering and product teams to ensure that operational workflows, tokenization, and settlements are seamless.
- Identify opportunities to automate key operational processes, reducing manual inefficiencies.
- Work closely with tech teams to troubleshoot operational issues and ensure a frictionless client experience.
- Support data reconciliation and reporting, ensuring financial and operational accuracy.
- Partner with the leadership team to drive strategic operational decisions as we expand into new markets.
- Track and optimize key operational KPIs, ensuring high efficiency and scalability.
- Identify and implement cost‑saving measures, automation opportunities, and process enhancements to improve operational execution.
- Represent the company at industry events, conferences, and investor meetings, building credibility and expanding our institutional presence.
- Serve as the operational liaison for…
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