Client Services Manager - Transaction Cost Analysis (Tca) And Trade Surveillance Business

FlexTrade Systems
  • Great Neck, NY
  • Autofill and Review
30+ days ago

Job Description

About FlexTrade Systems:

FlexTrade Systems is a provider of customized multi-asset execution and order management trading solutions for buy- and sell-side financial institutions. Through deep client partnerships with some of the world's largest, most complex, and demanding capital markets firms, we develop the flexible tools, technology, and innovation that deliver our clients a competitive edge. Our globally distributed engineering teams focus on adaptable technology and open architecture to develop highly sophisticated trading solutions that can automate and scale with your business strategies.

At FlexTrade, we hold our values close to heart, with pride and gratitude, as they guide us in everything that we do. We are dedicated to giving our clients a competitive edge, taking ownership of our responsibilities, being flexible to adapt to ever changing environment and technology, bringing integrity to every interaction and we continue to improve, grow together, and collaborate as one team. All of these, while having Fun, truly make FlexTrade a wonderful place to work.

Job Description:

FlexTrade is seeking a highly motivated Client Services Manager / Trading Analytics Specialist to support the continued growth of our Transaction Cost Analysis (TCA) and Trade Surveillance business. This role sits at the intersection of trading workflows, client onboarding, analytics, product feedback, and day-to-day client engagement.

The ideal candidate understands institutional trading workflows, enjoys solving complex operational and data challenges, and thrives in a fast-paced, client-facing environment. This individual will work directly with buy-side and sell-side trading desks, compliance teams, sales, product, and development teams to onboard clients, deliver analytics, troubleshoot issues, and help clients maximize value from the FlexTrade analytics platform.

This is a highly visible role with significant growth opportunity across analytics, client strategy, product management, and trading technology.

Key Responsibilities:

Client Onboarding & Implementations

  • Lead onboarding efforts for new TCA and surveillance clients across equities and multi-asset workflows

  • Gather and document client requirements, workflows, reporting needs, and data specifications

  • Coordinate with client technology teams and internal engineering resources on connectivity, FIX workflows, APIs, SFTP setup, and data ingestion

  • Validate and reconcile incoming order and execution data to ensure data quality and accuracy

  • Manage implementation timelines, testing, UAT, training, and go-live support

Client Services & Relationship Management

  • Serve as a primary point of contact for institutional clients

  • Conduct regular client reviews focused on execution quality, TCA findings, surveillance alerts, and workflow optimization

  • Deliver analytics presentations and explain trading results to traders, heads of trading, compliance teams, and portfolio managers

  • Troubleshoot client issues related to data, benchmarks, analytics, reporting, and platform workflows

  • Build trusted relationships through proactive communication and high-touch support

Trading Analytics & Surveillance

  • Analyze pre-trade, real-time, and post-trade trading analytics

  • Support trade surveillance workflows including alert review, calibration, and investigative analysis

  • Assist clients with benchmarking, peer analysis, broker evaluations, and execution optimization

  • Help clients interpret trends across execution performance, liquidity, participation rates, venue selection, and algorithm behavior

  • Support ad hoc client analysis requests and customized reporting initiatives

Internal Collaboration & Product Feedback

  • Partner closely with Sales, Product Management, Engineering, and Data teams

  • Translate client feedback into actionable product enhancement requests

  • Assist with Proofs of Concept (PoCs), client trials, and strategic evaluations

  • Help improve onboarding processes, documentation, training materials, and operational workflows

  • Contribute ideas to enhance scalability, automation, and client experience

Numbers & Facts

LocationGreat Neck, NY

Skills

  • Acceptance Testingunmatched
  • Algorithmsunmatched
  • Analysis Skillsunmatched
  • Application Programming Interface (API)unmatched
  • Automationunmatched
  • Benchmarkingunmatched
  • Brokerageunmatched
  • Business Strategyunmatched
  • Calibrationunmatched
  • Capital Marketsunmatched
  • Communication Skillsunmatched
  • Cost Analysisunmatched
  • Customer Experienceunmatched
  • Customer Relationsunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Service Managementunmatched
  • Customer Support/Serviceunmatched
  • Customer/Client Researchunmatched
  • Data Qualityunmatched
  • Documentationunmatched
  • Identify Issuesunmatched
  • Industry/Trade Analysisunmatched
  • Investment Managementunmatched
  • Liquidityunmatched
  • Onboardingunmatched
  • Order Managementunmatched
  • Partner Salesunmatched
  • Presentation/Verbal Skillsunmatched
  • Process Improvementunmatched
  • Procurement Managementunmatched
  • Product Engineeringunmatched
  • Product Managementunmatched
  • Proof of Conceptunmatched
  • Salesunmatched
  • Secure/SSH File Transfer Protocol (SFTP)unmatched
  • Strategic Analysisunmatched
  • Surveillanceunmatched
  • Time Managementunmatched
  • Trading Systemsunmatched
  • Transformational Communications Architecture (TCA)unmatched

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