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Portfolio Jobs

Structured Products OR Wealthtech, Financial engineering OR Analytics B2B SaaS Customer Success GLOBAL COVERAGE (remote)

IVM Markets UK Ltd

IVM Markets UK Ltd

Accounting & Finance, Customer Service, Sales & Business Development, Data Science
South Africa
USD 50k-70k / year
Posted on May 6, 2025

๐Ÿš€ Join a Fast-Growing Wealth Tech SaaS Firm in a Key Client Success Role (Remote)

๐Ÿ”น Role: B2B SaaS Customer Success Manager โ€“ Structured Products / Analytics / Financial Engineering Focus

๐Ÿ”น Location: Remote โ€“ Global Applicants Welcome

๐Ÿ”น Industry: Structured Products/Wealth Tech, Financial engineering / Analytics/

๐Ÿ”น Compensation: ๐Ÿ’ฐ $50,000-70,000 salary

๐Ÿ”น Perks: Work directly with leading asset managers and brokers, remote work, flexible holidays

About IVM Markets

IVM Markets is a fast-growing, AI-driven SaaS firm revolutionizing equity structured product analytics. Our platform helps brokers and asset managers optimize structured product investments, delivering higher upside with lower bear market riskโ€”all in seconds.

We recently raised $3.4M in Seed funding to accelerate our expansion. Learn more: https://ivmmarkets.com/press-release/

๐ŸŒ Headquartered in the US & UK, IVM is expanding its global team to support our rapidly growing client base.

๐Ÿ”— Website: https://ivmmarkets.com/

What Youโ€™ll Do

โœ… Partner with IVM clients (brokers, asset managers, private banks) to embed IVM analytics into their daily workflows.

โœ… Understand client use cases and help them apply IVMโ€™s structured product analytics to real-world scenarios.

โœ… Work directly with developers to expand platform capabilities based on client feedback.

โœ… Manage client relationships post-sale to ensure maximum client value โ€” no new business sales required.

Who Weโ€™re Looking For

๐Ÿ”น 3โ€“6 years of experience in structured products OR financial engineering AND client facing AND fintech analytics.

๐Ÿ”น Strong understanding of structured products OR financial analytics software.

๐Ÿ”น Client-facing experience with the ability to translate business needs into technical solutions.

๐Ÿ”น Entrepreneurial mindset โ€” comfortable in a high-growth, fast-paced environment.

๐Ÿ”น Passionate about financial technology and improving client outcomes.

What We Offer

๐Ÿ’ฐ Base salary of $50,000-70,000

๐ŸŒ Fully remote role with flexibility on work location

๐Ÿ“… Full flexibility on holidays โ€“ results matter, not hours worked

Interview Process

๐Ÿ”น Stage 1: General discussion with a co-founder or commercial director

๐Ÿ”น Stage 2: Technical deep dive to assess client understanding and structured product knowledge

๐Ÿ’ก Ready to help drive client success at a high-growth Wealth Tech SaaS firm? Apply now or DM for more details!