The Role
Lead issuer client success initiatives from onboarding through ongoing engagement. Analyze issuer, trading, shareholder, and market data to produce benchmarking and practical insights. Create scalable research, presentations, educational materials, and thought leadership. Identify recurring client needs, improve digital resources and processes, and collaborate with Product, Marketing, Sales, Issuer Services, and Market Data teams to strengthen issuer-facing offerings. Use AI and digital tools to improve research, content development, and client success scalability.
Summary Generated by Built In
OTC Markets Group Inc.
Lead, Market Insights & Client Success
OTC Markets Group – New York City - Full Time
Lead, Market Insights & Client Success
OTC Markets Group – New York City - Full Time
OTC Markets Group is an established financial technology company redefining the future of public markets. We operate trading platforms for the industry's top broker-dealers to trade over 12,000 securities, from startups to global Fortune 500 companies.
We're looking for an experienced Lead, Market Insights & Client Success to join our Corporate Services team. The ideal candidate brings 3+ years of experience in investor relations or equity research and knows how to turn issuer, trading and shareholder data into practical insights. In this role, you'll shape the issuer journey end-to-end, build the research, presentations and digital resources that scale our client engagement, and partner closely within Sales, with Marketing and other cross functional teams to strengthen and highlight OTC Markets' broader offerings to issuers.
OTC Markets is currently operating in a hybrid work environment (three days in office, two days remotely).
Essential Responsibilities:
- Support the development and continuous improvement of the issuer journey from onboarding through ongoing Client Success engagement.
- Analyze issuer, trading, shareholder and market data to develop practical market intelligence, benchmarking and insights for clients and internal teams.
- Develop scalable issuer education, guidance, presentations, thought leadership and other client-facing resources.
- Identify recurring issuer needs and translate them into improved processes, digital resources and client experiences.
- Work with Product, Marketing, Issuer Services, Market Data, Sales and Client Success to strengthen OTCIQ and other issuer-facing tools and services.
- Support strategic initiatives and partnerships that strengthen issuer engagement, market quality and OTC Markets’ client offering.
- Use AI and digital tools to improve research, analysis, content development and the scalability of the Client Success function.
- Support the development and continuous improvement of the issuer journey from onboarding through ongoing Client Success engagement.
- Analyze issuer, trading, shareholder and market data to develop practical market intelligence, benchmarking and insights for clients and internal teams.
Required Qualifications
- 3+ years of experience in investor relations or equity research, including experience within a public company, investment firm, research provider or specialist advisory organization.
- Strong understanding of public companies, investor expectations and capital markets.
- Strong analytical skills and experience working with financial, trading, shareholder or market data.
- Excellent written and verbal communication skills with the ability to translate complex market topics into clear, practical insights.
- Experience developing client-facing research, presentations, educational materials or thought leadership.
- Strong Excel and PowerPoint skills and practical experience using AI and other digital tools.
- Strong organizational skills and ability to work collaboratively across multiple functions.
- Proven track record of performance in similar roles
- Familiarity with OTC Markets’ ecosystem or financial services preferred
- Experience in public company IR, equity research, shareholder analytics or capital markets advisory.
Work Environment & Physical Requirements
This role involves extended periods of sitting and computer work; ergonomic practices and regular screen breaks are encouraged.
Travel
This role may require occasional international travel to support global offices (UK, Hong Kong) or industry events.
Compensation:
The target base salary for this role is between $130,000–$135,000 complemented by a competitive total rewards package that includes stock options, a discretionary annual cash bonus, and discretionary equity awards. Where you land in the range reflects your unique skills, experience and qualifications.
Our Perks:
- Generous Paid Time Off (PTO)
- Hybrid Work Schedule
- Summer Friday’s and 2 Weeks of Work from Anywhere
- Generous Paid Parental Leave Program
- Annual Bonus and Stock Incentive Program
- Professional Certification and License Reimbursement (e.g., industry, technical, or compliance-related credentials)
- Robust Performance Management Program with structured goal-setting (SMART goals) and individualized career development planning
- 401(K) Plan – Retirement
- Commuter Transit & Parking Program
- ClassPass Partnership (Fitness & Wellness Programs)
- Citi Bike Membership Program
- Office Snacks and Beverages
- Monthly Birthday Celebrations
- Health, Dental, and Vision Coverage
- Health Savings Account (HSA)
- Flexible Spending Accounts (FSA) Dependent & Healthcare
- Limited Purpose Flexible Spending Account (LPFSA)
- Voluntary Benefits (Accident, Critical Illness, & Hospital Indemnity)
- Income Protection (Life Insurance, Short- & Long-Term Disability)
- NYC Bagel Monday & Pizza Wednesday
This job description is not exhaustive and does not cover every duty, task, or responsibility that may be required. Job duties may change at any time, with or without notice. This document is not an employment contract and does not alter the at-will nature of employment with OTC Markets Group.
We are an equal opportunity and E-Verify employer and prohibit discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, creed, color, religion, gender, national origin, age, marital status, political belief, physical or mental disability, sexual orientation, military or veteran status, genetic information, family or parental status, gender identity, pregnancy, including childbirth or related medical condition, or any other characteristic protected by federal, state, or local law. We encourage applicants of all ages and backgrounds.
OTC Markets Group is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require an accommodation to participate in the application or interview process, please inform the Talent Acquisition team to request assistance.
Applicants have rights under Federal Law:
Equal Employment Opportunity is the Law
Polygraph Protection Act
FMLA
Pay Transparency Law for Employees/Applicants (P688)
Skills Required
- 3+ years of experience in investor relations or equity research
- Experience within a public company, investment firm, research provider, or specialist advisory organization
- Strong understanding of public companies, investor expectations, and capital markets
- Strong analytical skills and experience working with financial, trading, shareholder, or market data
- Excellent written and verbal communication skills, including translating complex market topics into clear practical insights
- Experience developing client-facing research, presentations, educational materials, or thought leadership
- Strong Excel and PowerPoint skills
- Practical experience using AI and other digital tools
- Strong organizational skills and ability to collaborate across multiple functions
- Proven track record of performance in similar roles
- Familiarity with OTC Markets' ecosystem or financial services
- Experience in public company investor relations, equity research, shareholder analytics, or capital markets advisory
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The Company
What We Do
OTC Markets Group Inc. (OTCQX: OTCM) operates regulated markets for trading 12,000 U.S. and international securities. Our data-driven disclosure standards form the foundation of our three public markets: OTCQX® Best Market, OTCQB® Venture Market and Pink® Open Market. Our OTC Link® Alternative Trading Systems (ATSs) provide critical market infrastructure that broker-dealers rely on to facilitate trading. Our innovative model offers companies more efficient access to the U.S. financial markets. OTC Link ATS, OTC Link ECN and OTC Link NQB are each an SEC regulated ATS, operated by OTC Link LLC, a FINRA and SEC registered broker-dealer, member SIPC. To learn more about how we create better informed and more efficient markets, visit www.otcmarkets.com.
