Client Partner - Active Trading

Summary

Join Clear Street's growing Canadian team and contribute to the expansion of its prime brokerage platform. This impactful role involves providing front-line trading support to retail and institutional clients, building and managing client relationships, and supporting operational functions. You will represent Clear Street at industry events, onboard new clients, and contribute to the company's business objectives. The position requires at least three years of experience in client relationship management or business development within the securities or finance industry, specifically with equities and options. Bilingualism (English and Mandarin) is essential, along with specific Canadian securities certifications. Clear Street offers a hybrid work model, competitive compensation and benefits, and opportunities for professional growth within a collaborative environment.

Requirements

• At least three (3) years of professional experience managing client relationships and/or business development within a securities, broker dealer or finance related position, specifically working with equities and options
• Meet registration requirements of Investment Representative in Canada for securities and options. Must have Canadian Securities Course (CSC®) and Conduct and Practices Handbook Course (CPH®) or if it has expired would need to pass the courses within three months
• Experience managing client relationships and/or business development
• High degree of attention to detail and ability to manage complex processes, along with the judgment to balance risk/benefit tradeoffs
• Comfort developing relationships across functional groups and business units
• High degree of motivation and commitment
• Bilingual (fluent in English and Mandarin) is required
• Passionate about technology and financial markets
• Strong written and verbal communication skills in both languages
• Ability to work independently as well as thrive in a team environment

Responsibilities

• Provide front line trading support for retail active traders and institutional clients
• Build, develop and manage client relationships with traders and institutional clients
• Support clients with questions regarding the trading platform and product offering
• Support operational functions including assistance with new account openings, trade settlements, money movements and reconciliations
• Represent Clear Street at industry and client events
• Proactively work with new clients in onboarding and training
• Contribute to the business objectives of Clear Street and perform additional duties and ad-hoc project requests

Preferred Qualifications

Candidates with the Derivatives Fundamentals and Options Licensing Course (DFOL) are preferred, if it has expired or needs to be obtained the course would need to be passed within 6 months

Benefits

• The opportunity to join a small and growing team of good people, where you can make a difference
• Work remotely from home or from our Toronto office. Minimum twice a week in the office
• A meritocratic philosophy that champions collaboration
• Room to innovate, solve complex business problems and build new products
• Competitive compensation and benefits