Series 7 and 24 Licensed Director
Job Summary
Leading the customer-facing support functions for Trading API, the remote Director in this full-time position will develop and manage support teams, establish service standards, and leverage data and AI to enhance customer experience for a diverse clientele, including active traders and institutional customers.
Key Responsibilities
- Lead and develop the Trading API customer support team, implementing a follow-the-sun model for global coverage
- Establish KPIs and reporting to identify trends and areas for continuous improvement in customer experience
- Build a differentiated support model for VIP and institutional customers, ensuring responsive escalation paths for critical issues
Required Qualifications
- Series 7 and Series 24 licenses required, or ability to obtain Series 24 within an agreed timeframe after joining
- Proven experience building and leading customer-facing teams in brokerage, trading, or financial markets
- Strong understanding of brokerage products, trading workflows, and the needs of active and institutional traders
- Experience managing customer support across multiple regions and time zones
- Technically fluent with APIs and experience using AI and automation to enhance customer support
Complete Job Description
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