We're a global fintech platform that provides advisory and technology solutions to financial institutions.
The Role
As an Associate Director, Project Manager, manage system implementation activities, client onboarding, and ensure project documents are up-to-date, while fostering client relationships and facilitating effective communication.
Summary Generated by Built In
Who We Are
Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
This is a unique opportunity to join a Professional Services function at a critical growth stage, working with a lean, high-performing team in a dynamic startup environment. As the Associate Director, Project Manager, you'll be reporting directly to the Head of Professional Services,
What You’ll Do
Location
Benefits
The expected salary for this position is $140,000 - $170,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
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Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan, contribution, and a generous paid time off policy.
Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance. Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market.
With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 125+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila. The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.
The Opportunity
This is a unique opportunity to join a Professional Services function at a critical growth stage, working with a lean, high-performing team in a dynamic startup environment. As the Associate Director, Project Manager, you'll be reporting directly to the Head of Professional Services,
What You’ll Do
- Effectively applies Derivative Path methodology and enforces implementation standards.
- Execute project tasks integrating the derivative portfolios and business processes of clients into Derivative Path platforms.
- Proactively drive full scope of system implementation activities, including gathering functional and technical requirements, designing solution, building interfaces and systems, completing testing cycles, delivering training, and deploying the final product deliverables.
- Support the client relationship from onboarding, implementation, and client satisfaction.
- Ensures project documents are complete, current, and stored appropriately.
- Knowledge and application of the Software Implementation Lifecycle from Pre-Sales to Transition to Customer Support/Success.
- Knowledge and application of Project Management software tools – Guide CX or similar PM tracking tool, File-Sharing application(s) and RAID log and Issue Tracking frameworks.
- Work closely with the client success team on the analysis and resolution of client inquiries related to derivatives trading, Derivative Path platform usage, and client business processes.
- Serve as a first response contact for both client and internal operations-related inquiries.
- Develop knowledge base documentation related to Derivative Path platforms and procedures.
- Establish and manage client expectations.
- Develop lasting relationships with client personnel to enhance client experience.
- Communicate effectively with clients to identify needs and evaluate alternative business solutions.
- Baccalaureate or Graduate degrees in Business or Finance or relevant work experience
- PMP certification a plus, but not required.
- 3+ years of active Project Management experience with software solutions in Finance or Treasury markets.
- Strong project management experience including workplan creation and updates, milestone tracking, risk management, status updates, change management, and engagement economics (profitability).
- Knowledge of Financial Derivative structures and elements – Vanilla/ Amortizing/Embedded/Structured Swaps, Cap/Floor, Swaptions with Derivative Path EDGE fin-tech and/or other Risk Management software for Derivative Path client onboarding and implementations.
- Understanding of Interest Rate, Foreign Exchange, Commodity asset classes as it pertains to transaction capture and the relevant economic details for Front, Middle, and Back Office processing and reporting.
- Excellent written and verbal communication skills; can clearly convey complex business concepts to project stakeholders.
- Effective organizational skills and ability to manage multiple and competing priorities.
- Comfortability with data analysis and use of productivity tools like Excel.
- Willingness and ability to travel, as needed.
Location
- Remote, NYC, IL or CA
Benefits
- Base salary, equity, and annual bonus as part of the compensation package
- 40 hours of sick leave
- 18 days of PTO
- Paid parental leave
- 401K contribution at 3%
- Competitive health benefits including HSA & FSA options, life insurance, and short-term disability
The expected salary for this position is $140,000 - $170,000 and is eligible for a discretionary bonus and equity. We will consider your skills, experience, and location when determining your pay.
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Derivative Path is an equal opportunity employer and does not discriminate based on any of the following: race, religious creed, color, age, sex, sexual orientation, gender identity, gender expression or gender characteristic, national origin, religion, marital status, medical condition, physical or mental disability, military service or veteran status, pregnancy, childbirth and related medical conditions, or any other classification protected by federal, state, and local laws and ordinances. Derivative Path offers a comprehensive benefits package, including health, dental, vision, retirement plan, contribution, and a generous paid time off policy.
Top Skills
Excel
Guide Cx
Project Management Software Tools
Risk Management Software
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The Company
What We Do
We provide advisory, trade execution, and technology solutions for interest rate and foreign exchange derivatives, and international payments. Our clients include community and regional banks, asset managers, credit unions, and corporate borrowers. We're proud to be recognized as FOW International’s 2021 “Multi-Asset Trading System of the Year” and Global Capital’s 2022 “Risk Management Advisory Firm of the Year.” With U.S. offices in Chicago, New York, and San Francisco, Derivative Path is proud to be majority employee-owned and venture-backed by FTV Capital.
Why Work With Us
A hybrid employer, Derivative Path offers its 85 employees the flexibility to work remotely or onsite from U.S. offices in Chicago, New York, and San Francisco. With a fun, hardworking, and modern culture, Derivative Path prioritizes the collaboration, diversity, and growth of its employees.
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