Client Services Lead (Optimization)

Job Overview

About the Role:

The team:

The role is responsible for coordinating and managing the regional triReduce-triBalance Client services team consisting of 5-6 team members. The role also involves most aspects of delivering the triReduce and triBalance cycles. 

Responsibilities and Impact:

Manage the regional triReduce-triBalance Client services team:

1. Coordinate the workflow for the different cycles of the team
2. Ensure all team members are conversant with the latest technical knowledge required to deliver the service and generate Unwind Proposals.
3. Coordinate activities of the team such as meetings, training, customer visits, etc. to ensure full support coverage for clients
4. Provide internal training for new and existing members of the team.
5. Participate in the regional recruiting process.
6. Ensure that the team get good feedback and support to evolve in their role, by holding formal and informal one-to-one meetings with each team member.
7. Strengthen the Osttra values by acting as a role model in the team.

Oversee Client services for regional clients

1. Ensure regional clients receive adequate training and support
2. Ensure regional clients derive maximum value from triReduce and triBalance. This is achieved through a combination of communication, support, training and escalation as appropriate.

Contribute to Global Client services organisation

1. The team leader is responsible for ensuring that the cycles are properly staffed in a reasonable amount of time prior to the cycle.
2. Work with Head of Client services and regional team leaders to ensure that work is done with a consistent global approach.
3. Liaise with and contribute to Client services activities in other regions.
4. Continuously improve internal processes with the objective to achieve a high degree of reliability of producing triReduce-triBalance cycles.
5. Provide feedback on market or client variables, which influence the timing of regional cycles, as well as the allocation of regional resources for the cycle team.

What we’re looking for: 

Fundamental requirements:

1. Leadership – This role requires the ability to lead, organise and delegate successfully to the team of people working within the regional team.
2. Knowledge of the services – It is a key requirement to have a detailed understanding of the triReduce and triBalance services, how the services work, the problems they solve, the limitations and the flexibility of what can be done when using the services.
3. Communication – This role must be able to effectively communicate with our clients to quickly address any issues that may arise before they turn into real problems.
4. Financial Industry knowledge – This role shall be versed in the financial markets; processes related to trading and post execution and OTC derivatives products. Strong OTC product knowledge in terms of valuation and risk.
5. IT/Technical – Solid technical knowledge of Osttra platforms. Good understanding of MySQL database structures and handling SQL queries. Basic understanding of Python programming

The location: New York, USA

Right to work requirements: 

This role is limited to persons with indefinite right to work in the United States.

Compensation/benefits information:

The anticipated base salary range for this position is $130,000 to $165,000. Final base salary for this role will be based on the individual’s geographic location, experience level, skill set, training, licenses and certifications. 

Our Benefits: Global vision, local impact

At OSTTRA, our benefits philosophy offers a market-competitive package that reflects our position as an industry leader. We want to ensure you feel valued, secure, and empowered wherever you are in the world.

Our approach is built on three core pillars:

• Global foundations: We provide a baseline of excellence across all our offices, focusing on comprehensive Health & Wellness, Financial Security, and Work-Life Balance. No matter your location, you are part of a culture that prioritizes your holistic well-being.

• Locally tailored: We benchmark in each market to ensure our packages are genuinely competitive where you live and work.

• Flexibility and growth: We empower you to work in a way that suits your life. This includes a hybrid working model, generous leave policies, and a commitment to your continuous professional development.

The Trust employee ownership plan

Every employee at OSTTRA is an owner, and a member of The Trust, our employee ownership programme. Our distinct culture encourages colleagues to think and act like owners and raise the bar constantly. 

This plan reflects our belief that when we work together to build a stronger, more valuable organisation, then all colleagues should benefit from the value we create. 

About OSTTRA
We build and operate the infrastructure that the world’s post-trade financial system runs on. Launched in 2021, we have unified more than 20 years of heritage and expertise from four industry leaders into a single, integrated business.

Today, we operate a trusted network that connects thousands of market participants to streamline end-to-end workflows, from trade capture through portfolio optimisation.We translate industry change into workable process, engineering an open, intelligent ecosystem that removes friction and reduces risk for the global markets.

Our distinct ownership culture is underpinned by four behaviours: boldness, curiosity, accountability, and collaboration. In 2025 we were acquired by KKR, one of the world’s most successful private equity firms, and are on a journey of growth and impact. 

Joining our team now is a unique opportunity - you will help to shape the next generation of post-trade, transform shared infrastructure into shared benefit, and accelerate your own career. Learn more at www.osttra.com.

Equal opportunity employer statement at OSTTRA:

We are committed to fostering a connected and engaged workplace where all colleagues have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasise fairness, transparency, and merit, ensuring that we attract and retain the best talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive and operate the infrastructure that the world’s post-trade financial system runs on.

The location: New York, USA

Right to work requirements: 

This role is limited to persons with indefinite right to work in the United States.

Compensation/benefits information:

The anticipated base salary range for this position is $130,000 to $165,000. Final base salary for this role will be based on the individual’s geographic location, experience level, skill set, training, licenses and certifications. 

Our Benefits: Global vision, local impact

At OSTTRA, our benefits philosophy offers a market-competitive package that reflects our position as an industry leader. We want to ensure you feel valued, secure, and empowered wherever you are in the world.

Our approach is built on three core pillars:

• Global foundations: We provide a baseline of excellence across all our offices, focusing on comprehensive Health & Wellness, Financial Security, and Work-Life Balance. No matter your location, you are part of a culture that prioritizes your holistic well-being.

• Locally tailored: We benchmark in each market to ensure our packages are genuinely competitive where you live and work.

• Flexibility and growth: We empower you to work in a way that suits your life. This includes a hybrid working model, generous leave policies, and a commitment to your continuous professional development.

The Trust employee ownership plan

Every employee at OSTTRA is an owner, and a member of The Trust, our employee ownership programme. Our distinct culture encourages colleagues to think and act like owners and raise the bar constantly. 

This plan reflects our belief that when we work together to build a stronger, more valuable organisation, then all colleagues should benefit from the value we create. 

About OSTTRA
We build and operate the infrastructure that the world’s post-trade financial system runs on. Launched in 2021, we have unified more than 20 years of heritage and expertise from four industry leaders into a single, integrated business.

Today, we operate a trusted network that connects thousands of market participants to streamline end-to-end workflows, from trade capture through portfolio optimisation.We translate industry change into workable process, engineering an open, intelligent ecosystem that removes friction and reduces risk for the global markets.

Our distinct ownership culture is underpinned by four behaviours: boldness, curiosity, accountability, and collaboration. In 2025 we were acquired by KKR, one of the world’s most successful private equity firms, and are on a journey of growth and impact. 

Joining our team now is a unique opportunity - you will help to shape the next generation of post-trade, transform shared infrastructure into shared benefit, and accelerate your own career. Learn more at www.osttra.com.

Equal opportunity employer statement at OSTTRA:

We are committed to fostering a connected and engaged workplace where all colleagues have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasise fairness, transparency, and merit, ensuring that we attract and retain the best talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive and operate the infrastructure that the world’s post-trade financial system runs on.