Associate Director, Professional Services

Job Description

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 130+ 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 an Associate Director role combining end-to-end implementation ownership with deep derivatives domain expertise. You will lead client onboardings onto Derivative Edge, manage multiple concurrent project engagements, mentor junior analysts, and serve as a trusted advisor to bank clients navigating complex derivative portfolio migrations. The role requires equal command of project delivery, data analysis, and capital markets subject matter expertise.

What You’ll Do

Implementation Leadership

• Own full project delivery for assigned client implementations from SOW execution through go-live and transition to Client Success.
• Lead all implementation activities: requirements gathering, solution design, interface and system builds, testing cycles, client training, and final deployment.
• Integrate client derivative portfolios and business processes into Derivative Path platforms; support configurations and ensure quality of all deliverables, including process documentation and UAT scripts.

Project Management

• Create and maintain project workplans, milestone tracking, risk logs, status reporting, change management documentation, and engagement economics.
• Manage multiple concurrent projects and competing priorities while maintaining delivery quality.
• Apply working knowledge of the Software Implementation Lifecycle from Pre-Sales through transition to Client Success.
• Proficient use of project management tools such as GuideCX, file-sharing platforms, and RAID log frameworks.

Client Management

• Establish and manage client expectations; develop lasting relationships that enhance the overall client experience.
• Collaborate with the Client Success team on analysis and resolution of client inquiries related to derivatives trading, EDGE platform usage, and client business processes.
• Provide pre-, during-, and post-implementation support; develop knowledge base documentation related to Derivative Path platforms and procedures.

Derivatives Subject Matter Expertise

• Apply knowledge of financial derivative structures — Vanilla, Amortizing, Embedded, and Structured Swaps, Cap/Floor, and Swaptions — across Interest Rate, FX, and Commodity asset classes, encompassing Front, Middle, and Back Office processing and reporting.
• Understand data structures, file formats, and mapping conventions used in trade capture, portfolio migration, and regulatory reporting (CSV, XML, pipe-delimited, fixed-width).
• Demonstrate working knowledge of integrated systems architecture, including how platforms connect and exchange data across SFTP, API, and batch-based interfaces.
• Distinguish between static/reference data (counterparties, entities, legal hierarchies, product configurations) and transactional data (trade economics, cash flows, valuations), and understand how each must be structured and maintained throughout the implementation lifecycle.
• Apply knowledge of payment processing workflows — ACH/NACHA, wire transfers, and netting — including how payment instructions are generated, transmitted, and reconciled across banking systems.

Qualifications

Required

• Bachelor’s or graduate degree in Business, Finance, or equivalent work experience.
• 4+ years of experience in derivative capture, payment processing, TMS implementation, or comparable capital markets technology.
• 3+ years of active project management experience with software solutions in Finance or Treasury markets.
• Background in finance and accounting, ideally with emphasis on capital markets.
• Proficiency in data analysis and productivity tools, including Excel.
• Willingness and ability to travel as needed.

Preferred

• PMP certification or equivalent project management credential.
• Experience with SaaS implementation methodologies for financial services clients.
• Familiarity with hedge accounting standards (ASC ⁸¹⁵⁄₈₂₀, IFRS 13).
• Experience with SFTP, ACH/NACHA, and enterprise email relay infrastructure in a bank client context.

Location

NYC, Hybrid 3 days in office

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 $160,000 - $180,000 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.