We have the most comprehensive, transparent, and accessible financial data in the world. Quickly uncover insights designed to power portfolios that rise above the rest. Backed by Insight.
About the role
Syntax Data is building the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform.
What they're looking for
- Bachelor’s degree in finance, economics, business, communications, data analytics, investment management, or a related field
- 2–5 years of experience in client solutions, client success, customer support, financial services, fintech, wealth management, investment management, product support, technical account management, QA/customer support, or a related role
- Prior experience training, mentoring, coordinating, or managing junior team members
- Strong interest in finance, investment management, financial technology, and client experience
- Excellent written and verbal communication skills, with the ability to explain product, platform, and process-related information clearly
- Strong organizational skills and ability to manage workflows, follow-up items, documentation, and cross-functional coordination
More about this role
Syntax Data is a financial data and technology company supporting direct indexing solutions, custom index development, and financial data products. Through Syntax Direct, our platform enables wealth managers and advisors to create highly customized, tax-aware, transparent index strategies at scale. Syntax also works with asset managers, ETF issuers, wealth platforms, and other financial institutions to support index-based products, custom index solutions, and broader investment use cases.
Syntax Data is building the client support function that will help power the next stage of growth for its cutting-edge Syntax Direct platform. As our advisor, partner, and client relationships expand, we are looking for a Client Solutions Manager to help build and manage the team, processes, scripts, training materials, and support workflows that will allow us to deliver a strong client experience at scale. This is a ground-floor leadership opportunity within a growing financial technology platform. The Client Solutions Manager will help shape how Syntax supports advisors and platform users, how questions are triaged and answered, how recurring feedback is documented, and how new Client Solutions...
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