Client Partner - Active Trading (Bilingual - Mandarin)

About Clear Street:

Clear Street is building financial infrastructure for today’s institutions. Founded in 2018, Clear Street is an independent, non-bank prime broker replacing the legacy infrastructure used across capital markets. 

We started from scratch by building a completely cloud-native clearing and custody system designed for today’s complex, global market. Clear Street’s proprietary prime brokerage platform adds significant efficiency to the market, while focusing on minimizing risk and cost for clients. Our goal is to create a single source-of-truth platform for every asset class, in every country, and in any currency.

By combining highly-skilled product and engineering talent with seasoned finance professionals, we’re building the essentials to compete in today’s fast-paced markets.

The Team:

This position is part of the Clear Street Canada's team. The Canadian team will drive growth by leveraging opportunities created in partnering with Clear Streets US business lines as well as identifying and driving new opportunities in the Canadian market.     We welcome ambitious team members who share a passion for the world of trading.  This is a highly impactful position that provides the opportunity to expand both your quantitative and client-facing skill sets.

The role:

• 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.

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.
  • 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.
• 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.

We offer:

• 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.

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