
501 - 1000 employees
Founded 2000
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
FlexTrade is a global leader in high-performance, multi-asset execution and order management systems for the trading industry. Established in 1996, it provides customizable trading technology solutions for both buy-side and sell-side institutions, including asset managers, hedge funds, sovereign wealth funds, market making, derivatives trading, outsourced trading, and retail trading. Renowned for its comprehensive connectivity, FlexTrade offers award-winning dependability, advanced automation features, and integration with a broad network of global exchanges. Its products include FlexTRADER EMS, FlexONE OEMS, and FlexOMS, among others, which are designed to deliver superior trading efficiency, adaptability, and innovative technology tailored to clients' unique needs.
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501 - 1000 employees
Founded 2000
💸 Finance
💳 Fintech
☁️ SaaS
Finance • Fintech • SaaS
FlexTrade is a global leader in high-performance, multi-asset execution and order management systems for the trading industry. Established in 1996, it provides customizable trading technology solutions for both buy-side and sell-side institutions, including asset managers, hedge funds, sovereign wealth funds, market making, derivatives trading, outsourced trading, and retail trading. Renowned for its comprehensive connectivity, FlexTrade offers award-winning dependability, advanced automation features, and integration with a broad network of global exchanges. Its products include FlexTRADER EMS, FlexONE OEMS, and FlexOMS, among others, which are designed to deliver superior trading efficiency, adaptability, and innovative technology tailored to clients' unique needs.
• Report to the Global Lead, Sales Strategy & Business Operations • Work across functions to provide operational expertise for global transformation initiatives focused on sales and client services • Partner globally with Sales, Client Services, Marketing, HR, and Finance • Develop and improve analytics dashboards and reports • Maintain operational metrics, market intelligence, and improvement programs • Facilitate workshops and project-management sprints • Manage vendors • Maintain data in Salesforce, LinkSquares, and other tools; ensure reports and dashboards are available to management • Develop customized Copilot Agents in Microsoft Copilot, Claude Cowork, Salesforce, and potentially other solutions • Improve AI adoption with business and functional leads and teams • Author or correct JSON for agent configuration using Copilot Studio • Work with third parties on developing AI technologies and contextualize that knowledge within the organization • Monitor sales performance metrics and initiatives • Track new sales initiatives based on feedback • Identify market and competitor trends and prioritize initiatives • Improve sales processes and foster continuous improvement • Capture, analyze, synthesize, and present client/broker feedback and improvement opportunities • Analyze the end-to-end client-services experience and prioritize issues and opportunities • Prioritize automated solutions through Salesforce and roadmap initiatives based on business and client impact • Identify client-services process improvements and foster continuous improvement
• Bachelor’s degree (or higher) in Finance, Business Administration or affiliated specialties such as Engineering, MBA, or equivalent preferred • 7+ years in progressive functional business and/or operations roles • Demonstrated experience in technology implementation, project management, and/or sales improvement/transformation • Management, technology, or business transformation experience • Previous experience working in a financial services and/or technology company • Familiarity with trading and order/execution management systems and/or subscription-based business models is a plus • High proficiency in project management and analytical/data visualization tools, including advanced Excel and Power BI • Strong understanding of Generative AI, with hands-on experience in Context Engineering, Retrieval-Augmented Generation (RAG), and Agentic Workflows • Experience with Microsoft Copilot, Cursor, and Claude CoWork • Basic knowledge and experience with structured data using JSON • Proven experience with public LLM APIs, such as OpenAI Response API and OpenAI Agents SDK • Strong knowledge of Model Context Protocol; experience building MCP servers with frameworks such as FastMCP is a plus but not mandatory • Proficiency with Salesforce.com or similar CRMs; experience with Contract Lifecycle Management, Jira, or ServiceNow is preferred • Ability to convey confidence, respect, and trust while maintaining confidentiality of company information • Strong ability to drive and manage global projects to completion and communicate a clear vision while managing stakeholders • Strong conflict-resolution and problem-solving abilities • Ability to develop partnerships with functional teams
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