Senior Associate, Client Success

About Us

We are a leading global financial technology company transforming how the securities finance industry trades, settles, and analyzes data. Our award-winning Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions power efficiency, transparency, and innovation for over 200 of the world’s top financial institutions. Every month, our platform supports over $2.4 trillion in executed transactions, a testament to our technology’s impact and reliability.

With offices across North America, UK&I, and APAC, we bring together diverse teams of technologists, data experts, and business professionals who thrive on solving complex challenges at scale. We are Great Place to Work Certified™ in the US, UK, Ireland, and India and have been recognized for Diversity & Inclusion excellence as well as for being the Best Post-Trade Service Provider and Best Market Data Provider Globally (Securities Finance Times Industry Excellence Awards, 2023).

Founded in 2001 by ten of the world’s leading financial institutions, we continue to shape the future of securities finance under the majority ownership of Welsh, Carson, Anderson & Stowe (WCAS) alongside founding shareholders and customers including Bank of America, Bank of New York, BlackRock, Goldman Sachs, Morgan Stanley, National Bank of Canada, State Street, UBS and Wells Fargo.

Join us and be part of a company where global impact, innovation, and collaboration define how we work and what we build.

About The Role

We are looking for a Senior Associate, Client Success to join us in New York. Our Client Success team plays a central role in supporting and growing our relationships across the global securities finance community. Working closely with trading desks, operations teams and senior stakeholders at leading financial institutions, we ensure our clients derive measurable value from our solutions.

As a Senior Associate, Client Success in New York, you will manage a portfolio of strategic accounts across North America, acting as a trusted day-to-day partner to our clients. You will help drive product adoption, support renewals and identify growth opportunities across our product suite.

What You’ll Do

• Manage a portfolio of client relationships, supporting long-term satisfaction, retention and incremental revenue growth.
• Build strong working relationships with business and operational stakeholders at client firms, serving as a primary point of contact for day-to-day engagement.
• Support account planning activities, identifying opportunities for product expansion and cross-sell in partnership with Sales.
• Monitor client usage data and success metrics to identify adoption trends, potential risks and areas for improvement.
• Deliver regular business reviews and performance updates to clients, highlighting value delivered and upcoming enhancements across our platform.
• Partner with Product and Technology teams to share structured client feedback and contribute to roadmap discussions.
• Proactively support renewal processes by ensuring alignment on value delivered and future client objectives.
• Collaborate with Onboarding, Support and Operations teams to improve the overall client experience across the trade lifecycle.
• Maintain accurate records in CRM systems to track engagement activity, pipeline opportunities and account health.
  
  
  

What We’re Looking For

• 4 years of relevant commercial experience in client success, account management, relationship management or similar roles within financial services or a B2B SaaS environment
• Good understanding of capital markets, with exposure to securities finance, trading platforms or post-trade processes considered advantageous.
• Demonstrates strong relationship management skills, with the ability to build credibility across client business and operational teams.
• Shows commercial awareness and the ability to identify opportunities to expand product usage and increase client value.
• Comfortable using CRM systems and client analytics tools to manage accounts and track performance metrics.
• Communicates clearly and confidently, both verbally and in writing, including delivering structured client presentations.
• Works collaboratively across Sales, Product, Technology and Operations to resolve issues and improve outcomes.
• Manages competing priorities effectively and remains organised in a fast-paced, client-facing environment.
• Ensure compliance with regulatory requirements, completing relevant FINRA certifications (SIE, S7, S63, S24) within 12 months if not already held.
  
  
  

Why EquiLend?

• Be recognised for your contribution through a discretionary annual cash bonus, linked to individual and company performance.
• Work flexibly with the option to work remotely for up to 100 days per year.
• Take time to recharge with vacation entitlement that increases as you progress through career levels.
• Access medical and dental insurance from your first day of employment.
• Save for the future through our 401(k) benefit with EquiLend's contributions vesting from day one.
• The annual base salary range for this role is $100,000 – $125,000. This range reflects the base salary the Company reasonably expects to pay for this role at the time of posting. In accordance with applicable law, final compensation will be based on relevant experience, job-related qualifications and skills, internal equity, and geographic location. The Company reserves the right to modify this range at any time.
  
  
  

Diversity & Inclusion

At EquiLend, we are committed to fostering an inclusive and diverse workplace where everyone is respected and valued. We believe that a variety of perspectives drives innovation and strengthens our success. If you require any reasonable accommodations during the interview process, please let us know - we’re here to support you.