About the Role
The role involves setting and managing the commercial direction for the wealth client segment, including pricing, product development, and cost efficiency, in close collaboration with technology, sales, and risk functions, with potential to expand leadership across all client segments.
Responsibilities
- Define and manage the pricing framework for the wealth client portfolio.
- Classify the wealth client base into distinct segments and create tailored offerings for each.
- Conduct ongoing comparisons with peer organizations in the wealth sector to maintain competitiveness.
- Collaborate with trading and product teams to identify and serve high-margin client groups.
- Evaluate and enhance the cost structure associated with servicing wealth clients.
- Use data analytics to assess customer lifetime value, retention, and pricing models in coordination with Technology.
- Partner with Sales, Relationship Management, Compliance, Risk, Treasury, and Technology teams to align objectives.
- Expand responsibilities to additional client segments after demonstrating success in the wealth segment.
Compensation
Competitive salary based on experience and impact
Work Arrangement
Remote
Our culture
The organization prioritizes its people, bringing together a diverse global workforce. Team members operate with autonomy, enabling them to initiate change across products and processes. This environment fosters innovation and resilience, supported by a culture of mutual support. Continuous learning and hands-on development opportunities are provided to advance careers proactively.
Company & Culture
The company is a leading technology-driven financial services provider offering integrated trading solutions and B2B infrastructure. Its proprietary platform supports access to multiple asset classes through a unified multi-currency account. The culture emphasizes agility, problem-solving, and empowerment, enabling individuals to influence products, processes, and teams. Innovation is driven by a collective commitment to improvement. With over 600 employees from 65 countries across 70 locations, the firm focuses investment on its people as its core asset.
What we offer
- Market-aligned compensation reflecting experience and contribution.
- Work model flexibility — choose between home, office, or hybrid setups.
- Customizable benefits allowing personalization based on individual needs.
- An inclusive, low-bureaucracy environment where input is valued and collaboration thrives.
- Access to continuous education and skill development programs.
- Opportunities to engage through team events that encourage connection and celebration.
- Exposure to a global workforce serving clients in over 100 countries.
Other
- Fluency in English is required.
- This is a fully remote position.
