What are the responsibilities and job description for the Transition Manager - Client Implementation and Integration position at Clear Street?
About Clear Street:
Clear Street is building modern infrastructure for capital markets. Founded in 2018 by top Wall Street and Silicon Valley veterans, Clear Street is an independent, non-bank prime broker designed to solve the industry’s most neglected problem: legacy technology.
We have built a proprietary, cloud-native clearing and custody system from the ground floor to replace the outdated infrastructure used across capital markets. Our platform is fully integrated with central clearing houses and exchanges to support billions in trading volume per day. We’ve agonized about our data model abstractions, created horizontal scalability, and crafted thoughtful APIs. All so we can provide a best-in-class experience for our clients.
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 Role:
As a Transition Manager, you are responsible for successfully guiding clients through the implementation and integration process, ensuring a smooth transition from contract execution to full operational service. The Transition Manager will play a key role in mitigating risks, resolving issues and ensuring all contractual obligations are met.
Responsibilities:
- Client Transition & Implementation
- Develop and execute detailed transition plans, ensuring alignment with client requirements and business objectives
- Serve as a primary point of contact during the transition phase, ensuring clear communication and expectation management
- Oversee data migration, process integration, and service implementation to facilitate a seamless transition.
- Analyze client data to identify trends, risks and opportunities
- Stakeholder Coordination & Communication
- Collaborate with internal teams to ensure a structured and efficient transition
- Conduct regular governance meetings providing updates on transition progress, key milestones and risk mitigation strategies
- Develop and deliver reports, dashboards and presentations to senior leadership and clients.
- Development of Product & Services
- Engage with clients to gain a deep understanding of their operations, challenges and goals
- Proactively identify opportunities to enhance existing products and propose innovative service solutions.
- Collaborate with product technology and service teams to develop solutions to deliver product and services that help client and firm business grow
Requirements
- Preferably 7 years in the Financial Services field
- Proficiency in SQL, Sigma Computing, Tableau or equivalent tool
- Ability to multi-task
- Experience with some financial instruments, i.e. Equities, Fixed Income, Listed Options, etc.
- Ability to communicate with various client types
- Self-Starter who can take initiative to take on items that come up
Skills:
- Client Relationship management
- Understanding of product and service development cycle
- Problem solving and analytical thinking
- Strong communication and negotiation skills
- Excellent verbal and written skills
We Offer:
- The opportunity to join a small and growing team of good people, where you can make a difference
- A meritocratic philosophy that champions collaboration
- Room to innovate, solve complex business problems, and build new products
- Competitive compensation, benefits, and perks
At Clear Street, we offer competitive compensation packages, company equity, 401k matching, gender neutral parental leave, and full medical, dental and vision insurance. Our belief has always been that we are better as a business when we are all together in person. As such, we are requiring employees to be in the office 4 days per week. In-office benefits include lunch stipends, fully stocked kitchens, happy hours, a great location, and amazing views.
Our top priority is our people. We’re continuously investing in a culture that promotes collaboration. We help each other through challenges and celebrate each other's successes. We believe that modern workplaces succeed by virtue of having high-performance workforces that are diverse — in ideas, in cultures, and in experiences. We put in the effort to make such a workplace a daily reality and are proud to be an equal opportunity employer.
#LI-Hybrid
