Senior Associate, Client Success

About The Role

We are looking for a Senior Associate, Client Success to join us in New York. Our Client Success team plays a central role in supporting and growing our relationships across the global securities finance community. Working closely with trading desks, operations teams and senior stakeholders at leading financial institutions, we ensure our clients derive measurable value from our solutions.

As a Senior Associate, Client Success in New York, you will manage a portfolio of strategic accounts across North America, acting as a trusted day-to-day partner to our clients. You will help drive product adoption, support renewals and identify growth opportunities across our product suite.

What You’ll Do

• Manage a portfolio of client relationships, supporting long-term satisfaction, retention and incremental revenue growth.
• Build strong working relationships with business and operational stakeholders at client firms, serving as a primary point of contact for day-to-day engagement.
• Support account planning activities, identifying opportunities for product expansion and cross-sell in partnership with Sales.
• Monitor client usage data and success metrics to identify adoption trends, potential risks and areas for improvement.
• Deliver regular business reviews and performance updates to clients, highlighting value delivered and upcoming enhancements across our platform.
• Partner with Product and Technology teams to share structured client feedback and contribute to roadmap discussions.
• Proactively support renewal processes by ensuring alignment on value delivered and future client objectives.
• Collaborate with Onboarding, Support and Operations teams to improve the overall client experience across the trade lifecycle.
• Maintain accurate records in CRM systems to track engagement activity, pipeline opportunities and account health.
  
  
  

What We’re Looking For

• 4+ years of relevant commercial experience in client success, account management, relationship management or similar roles within financial services or a B2B SaaS environment
• Good understanding of capital markets, with exposure to securities finance, trading platforms or post-trade processes considered advantageous.
• Demonstrates strong relationship management skills, with the ability to build credibility across client business and operational teams.
• Shows commercial awareness and the ability to identify opportunities to expand product usage and increase client value.
• Comfortable using CRM systems and client analytics tools to manage accounts and track performance metrics.
• Communicates clearly and confidently, both verbally and in writing, including delivering structured client presentations.
• Works collaboratively across Sales, Product, Technology and Operations to resolve issues and improve outcomes.
• Manages competing priorities effectively and remains organised in a fast-paced, client-facing environment.
• Ensure compliance with regulatory requirements, completing relevant FINRA certifications (SIE, S7, S63, S24) within 12 months if not already held.
  
  
  

Why EquiLend?

• Be recognised for your contribution through a discretionary annual cash bonus, linked to individual and company performance.
• Work flexibly with the option to work remotely for up to 100 days per year.
• Take time to recharge with vacation entitlement that increases as you progress through career levels.
• Access medical and dental insurance from your first day of employment.
• Save for the future through our 401(k) benefit with EquiLend's contributions vesting from day one.
• The annual base salary range for this role is $100,000 – $125,000. This range reflects the base salary the Company reasonably expects to pay for this role at the time of posting. In accordance with applicable law, final compensation will be based on relevant experience, job-related qualifications and skills, internal equity, and geographic location. The Company reserves the right to modify this range at any time.
  
  
  

About EquiLend

EquiLend is a global financial technology firm at the center of the securities finance industry. Since 2001, we have built the infrastructure that financial institutions rely on to trade, manage, and report. This includes products such as our NGT trading platform, Post Trade Suite, DataLend market intelligence, RegTech solutions, and EquiLend Clearing Services.

We operate across North America, EMEA, and Asia-Pacific, working with banks, broker dealers, asset managers, and custodians to bring greater efficiency, transparency, and automation to the securities finance lifecycle. Our teams combine deep market expertise with a focus on building technology that works at scale, under real-world conditions, for some of the world's most demanding financial institutions.

EquiLend is Great Place to Work Certified™ in the U.S., UK, Ireland, and India, and has been recognized as Global Data Provider of the Year and Regulatory Solution of the Year at the Securities Finance Times Industry Excellence Awards 2025.

Diversity & Inclusion

We know that the best solutions come from teams that bring different perspectives, backgrounds, and ways of thinking to the table. At EquiLend, we are committed to building a workplace where everyone feels they belong and aim to reflect this in how we hire, develop, and support our people.

We are actively working to ensure our teams are as diverse as the global markets and clients we serve. That means creating an environment where different viewpoints are sought out and where people can do their best work regardless of background.

If you require any reasonable adjustments or accommodations at any stage of the recruitment process, please let us know and we will work with you to make it happen.