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Portfolio Jobs

Customer Success Manager Wealth tech structured products

IVM Markets UK Ltd

IVM Markets UK Ltd

Customer Service, Sales & Business Development
Poland
USD 50k-70k / year
Posted on May 24, 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 CUSTOMER SUCESS ideally with derivatives or 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!