Peskind Executive Search
Senior Client Solutions & Strategic Partnerships
Peskind Executive Search, San Francisco, California, United States, 94199
Location:
United States - Remote Preferred, or Major US Hub |
Reports to:
Head of Operations |
Industry:
FinTech, Blockchain, Real-World Assets, Institutional SaaS
Building the Future of Finance Our client is pioneering the next generation of financial infrastructure. We are a rapidly scaling FinTech company at the forefront of the Real-World Asset (RWA) tokenization movement, bridging the gap between blockchain innovation and traditional finance. Our institutional-grade SaaS platform empowers fund managers, financial institutions, and enterprises to seamlessly issue, manage, and offer tokenized real-world assets, unlocking unprecedented levels of liquidity, efficiency, and global market access for their clients. Our vision extends beyond institutional SaaS: we are building toward a future where access to diverse, tokenized real-world assets is democratized and available to a broader spectrum of investors, globally. Join our mission-driven team, backed by leading investors, and play a pivotal role in shaping the future of finance.
The Opportunity: Senior Client Solutions & Strategic Partnerships As our client enters a high-growth phase, we are seeking a dynamic and strategic
Director/Senior Director of Client Solutions & Strategic Partnerships
to lead operational strategy, drive revenue, and enhance client engagement. This is a mission-critical, client-facing leadership role requiring a rare blend of operational expertise, business development acumen, deep client empathy, and technical fluency.
You are an experienced operator who has
successfully scaled FinTech operations beyond Series A , ideally within a SaaS model, and possess a nuanced understanding of fund operations and regulated financial services. Critically, you are also
a natural client champion and strategic thinker , capable of navigating complex institutional relationships, driving revenue growth, and ensuring exceptional client success, all while contributing to the evolution of our product. You thrive in a fast-paced, collaborative environment, and are excited to build and scale a platform that will redefine asset ownership and investment globally.
In this role, you will be:
A Visionary Operator:
Driving operational excellence while contributing to the realization of our client's broader vision of democratizing RWA investment.
A Client Solutions Architect:
Designing and implementing client-centric onboarding processes and solutions that ensure seamless platform adoption and long-term client value.
A Strategic Partnership Catalyst:
Identifying and securing impactful partnerships that expand our market reach, enhance our platform capabilities, and accelerate revenue growth.
A Technical & Business Bridge:
Effectively translating client needs and market feedback into actionable insights for our product and development teams, ensuring our platform remains at the cutting edge of innovation.
A Front-Office Leader:
Representing our client with credibility and gravitas at institutional client engagements, industry events, and investor meetings.
Key Responsibilities:
Strategic Scaling of Operations for Exponential Growth:
Take ownership of and optimize all operational workflows (client onboarding, token issuance, trade settlements, custody, compliance) to support rapid client acquisition and revenue scaling post Series A and beyond.
Lead the design and implementation of automated, scalable operational processes, leveraging technology to drive efficiency and reduce friction.
Develop and refine Standard Operating Procedures (SOPs) that ensure consistent, compliant, and world-class client onboarding and service delivery across jurisdictions.
Oversee cross-border operations, collaborating effectively with international partners, regulatory bodies, and corporate secretarial teams to ensure seamless global expansion.
Client-Centric Onboarding & Institutional Engagement:
Serve as the primary operational leader and trusted advisor for institutional clients, fund managers, and key financial partners throughout the onboarding lifecycle and beyond.
Own and continuously improve the client onboarding journey from an operational perspective, ensuring a white-glove experience that accelerates platform adoption and builds strong, lasting client relationships.
Collaborate closely with Sales, Customer Success, and Product teams to deeply understand client needs, translate those needs into structured and scalable operational processes, and proactively identify opportunities to enhance client value.
Develop and champion a client-centric onboarding and activation framework capable of supporting a rapidly growing institutional client base and diverse range of RWA use cases.
Regulatory Compliance & Risk Mitigation in Operations:
Partner closely with Compliance and Legal teams to ensure all operational workflows and processes are rigorously aligned with regulatory requirements across key jurisdictions (MAS, SEC, EU, etc.) and maintain the highest standards of compliance.
Proactively identify and mitigate operational risks, implementing robust controls and audit-ready procedures to safeguard client assets and maintain regulatory integrity.
Technology & Product Operations Leadership & Liaison:
Collaborate deeply with Engineering and Product teams to ensure seamless integration of operational workflows with our client's platform, driving continuous product improvement and client-driven innovation.
Act as a critical bridge between client-facing teams and technology, translating client feedback, market insights, and operational challenges into actionable product requirements and enhancements.
Champion automation initiatives across operational processes, working with technology to identify and implement solutions that reduce manual work, improve efficiency, and enhance the client experience.
Drive data-driven operational decision-making, supporting data reconciliation, reporting, and analytics to ensure financial and operational accuracy and identify areas for optimization.
Strategic Business Growth & Market Expansion:
Partner with the Executive Leadership team to inform and execute strategic operational decisions that support our client’s expansion into new markets, product lines, and client segments.
Define, track, and rigorously optimize key operational Key Performance Indicators (KPIs) to measure efficiency, scalability, client satisfaction, and contribution to revenue growth.
Proactively identify and implement cost-saving measures, process enhancements, and automation opportunities to drive operational efficiency and maximize resource utilization.
Represent our client at key industry events, conferences, investor meetings, and institutional client engagements, building brand credibility, expanding our institutional network, and contributing to overall business growth.
What We're Looking For: The Ideal Chintai Operations Leader
Experience:
7-12+ years of progressive experience in FinTech operations, fund management operations, institutional financial services operations, or blockchain-based financial solutions. Significant experience scaling operations at a FinTech company from Series A onward is essential.
Scaling & Operational Excellence Expertise:
Deep understanding of scaling operations for rapid growth in a regulated FinTech environment. Proven track record of designing and implementing scalable processes, driving automation, and optimizing operational workflows for maximum efficiency and client satisfaction.
Deep Industry & Product Knowledge:
Strong understanding of regulated financial services, fund/token issuance processes, custody solutions, settlement mechanisms, and ideally, RWA tokenization and blockchain technology. Must possess the technical aptitude to understand and articulate the our client's platform's value proposition and translate client needs into technical requirements.
Exceptional Client-Facing & Relationship Skills:
Highly polished and professional client-facing presence with proven ability to lead institutional client onboarding, manage complex relationships, and act as a trusted advisor to sophisticated financial clients. Must be comfortable and effective presenting to C-level executives and technical stakeholders alike.
Regulatory & Compliance Acumen:
In-depth understanding of financial regulations relevant to digital assets and securities, including SEC, MAS, and international jurisdictions. Experience working closely with compliance and legal teams to ensure operational processes meet rigorous regulatory standards.
Strategic & Analytical Mindset:
Strategic thinker with strong analytical and problem-solving skills, capable of making data-driven decisions and contributing to overall business strategy from an operational perspective.
Leadership & Cross-Functional Collaboration:
Proven leadership abilities with experience working effectively cross-functionally across compliance, finance, technology, product, and sales teams. Demonstrated ability to own execution, drive projects forward, and influence stakeholders at all levels.
Communication & Presentation Mastery:
Exceptional written and verbal communication, presentation, and interpersonal skills. Ability to clearly articulate complex technical and business concepts to diverse audiences, both internally and externally.
Travel & Event Availability:
Willingness and ability to travel and represent our client at industry events, client meetings, and investor engagements, both domestically and internationally.
Education:
Bachelor's degree in Finance, Business Administration, Technology, or a related field. MBA or relevant advanced degree is highly preferred.
Bonus Points:
Existing and relevant network within the Real-World Asset, tokenization, or digital asset ecosystem.
Direct experience working with white-label SaaS platforms or financial marketplaces.
Experience scaling operations for a retail-focused FinTech or marketplace platform (demonstrating understanding of broader market access).
Deep understanding of various blockchain technologies and digital asset protocols.
Specific experience with fund operations, custody solutions, or trade settlement systems for tokenized assets.
What We Offer:
The unique opportunity to be a
foundational leader
at a rapidly scaling FinTech company that is
revolutionizing the future of finance
through Real-World Asset tokenization.
A
high-impact, highly visible role
with significant ownership and direct contribution to our client’s success and global growth.
Competitive executive-level compensation package
including base salary, performance-based bonus, and significant equity participation.
A
dynamic, collaborative, and intellectually stimulating
work environment with a world-class team of industry pioneers.
The chance to
build and scale a platform that will democratize access to wealth creation and investment opportunities globally.
#J-18808-Ljbffr
United States - Remote Preferred, or Major US Hub |
Reports to:
Head of Operations |
Industry:
FinTech, Blockchain, Real-World Assets, Institutional SaaS
Building the Future of Finance Our client is pioneering the next generation of financial infrastructure. We are a rapidly scaling FinTech company at the forefront of the Real-World Asset (RWA) tokenization movement, bridging the gap between blockchain innovation and traditional finance. Our institutional-grade SaaS platform empowers fund managers, financial institutions, and enterprises to seamlessly issue, manage, and offer tokenized real-world assets, unlocking unprecedented levels of liquidity, efficiency, and global market access for their clients. Our vision extends beyond institutional SaaS: we are building toward a future where access to diverse, tokenized real-world assets is democratized and available to a broader spectrum of investors, globally. Join our mission-driven team, backed by leading investors, and play a pivotal role in shaping the future of finance.
The Opportunity: Senior Client Solutions & Strategic Partnerships As our client enters a high-growth phase, we are seeking a dynamic and strategic
Director/Senior Director of Client Solutions & Strategic Partnerships
to lead operational strategy, drive revenue, and enhance client engagement. This is a mission-critical, client-facing leadership role requiring a rare blend of operational expertise, business development acumen, deep client empathy, and technical fluency.
You are an experienced operator who has
successfully scaled FinTech operations beyond Series A , ideally within a SaaS model, and possess a nuanced understanding of fund operations and regulated financial services. Critically, you are also
a natural client champion and strategic thinker , capable of navigating complex institutional relationships, driving revenue growth, and ensuring exceptional client success, all while contributing to the evolution of our product. You thrive in a fast-paced, collaborative environment, and are excited to build and scale a platform that will redefine asset ownership and investment globally.
In this role, you will be:
A Visionary Operator:
Driving operational excellence while contributing to the realization of our client's broader vision of democratizing RWA investment.
A Client Solutions Architect:
Designing and implementing client-centric onboarding processes and solutions that ensure seamless platform adoption and long-term client value.
A Strategic Partnership Catalyst:
Identifying and securing impactful partnerships that expand our market reach, enhance our platform capabilities, and accelerate revenue growth.
A Technical & Business Bridge:
Effectively translating client needs and market feedback into actionable insights for our product and development teams, ensuring our platform remains at the cutting edge of innovation.
A Front-Office Leader:
Representing our client with credibility and gravitas at institutional client engagements, industry events, and investor meetings.
Key Responsibilities:
Strategic Scaling of Operations for Exponential Growth:
Take ownership of and optimize all operational workflows (client onboarding, token issuance, trade settlements, custody, compliance) to support rapid client acquisition and revenue scaling post Series A and beyond.
Lead the design and implementation of automated, scalable operational processes, leveraging technology to drive efficiency and reduce friction.
Develop and refine Standard Operating Procedures (SOPs) that ensure consistent, compliant, and world-class client onboarding and service delivery across jurisdictions.
Oversee cross-border operations, collaborating effectively with international partners, regulatory bodies, and corporate secretarial teams to ensure seamless global expansion.
Client-Centric Onboarding & Institutional Engagement:
Serve as the primary operational leader and trusted advisor for institutional clients, fund managers, and key financial partners throughout the onboarding lifecycle and beyond.
Own and continuously improve the client onboarding journey from an operational perspective, ensuring a white-glove experience that accelerates platform adoption and builds strong, lasting client relationships.
Collaborate closely with Sales, Customer Success, and Product teams to deeply understand client needs, translate those needs into structured and scalable operational processes, and proactively identify opportunities to enhance client value.
Develop and champion a client-centric onboarding and activation framework capable of supporting a rapidly growing institutional client base and diverse range of RWA use cases.
Regulatory Compliance & Risk Mitigation in Operations:
Partner closely with Compliance and Legal teams to ensure all operational workflows and processes are rigorously aligned with regulatory requirements across key jurisdictions (MAS, SEC, EU, etc.) and maintain the highest standards of compliance.
Proactively identify and mitigate operational risks, implementing robust controls and audit-ready procedures to safeguard client assets and maintain regulatory integrity.
Technology & Product Operations Leadership & Liaison:
Collaborate deeply with Engineering and Product teams to ensure seamless integration of operational workflows with our client's platform, driving continuous product improvement and client-driven innovation.
Act as a critical bridge between client-facing teams and technology, translating client feedback, market insights, and operational challenges into actionable product requirements and enhancements.
Champion automation initiatives across operational processes, working with technology to identify and implement solutions that reduce manual work, improve efficiency, and enhance the client experience.
Drive data-driven operational decision-making, supporting data reconciliation, reporting, and analytics to ensure financial and operational accuracy and identify areas for optimization.
Strategic Business Growth & Market Expansion:
Partner with the Executive Leadership team to inform and execute strategic operational decisions that support our client’s expansion into new markets, product lines, and client segments.
Define, track, and rigorously optimize key operational Key Performance Indicators (KPIs) to measure efficiency, scalability, client satisfaction, and contribution to revenue growth.
Proactively identify and implement cost-saving measures, process enhancements, and automation opportunities to drive operational efficiency and maximize resource utilization.
Represent our client at key industry events, conferences, investor meetings, and institutional client engagements, building brand credibility, expanding our institutional network, and contributing to overall business growth.
What We're Looking For: The Ideal Chintai Operations Leader
Experience:
7-12+ years of progressive experience in FinTech operations, fund management operations, institutional financial services operations, or blockchain-based financial solutions. Significant experience scaling operations at a FinTech company from Series A onward is essential.
Scaling & Operational Excellence Expertise:
Deep understanding of scaling operations for rapid growth in a regulated FinTech environment. Proven track record of designing and implementing scalable processes, driving automation, and optimizing operational workflows for maximum efficiency and client satisfaction.
Deep Industry & Product Knowledge:
Strong understanding of regulated financial services, fund/token issuance processes, custody solutions, settlement mechanisms, and ideally, RWA tokenization and blockchain technology. Must possess the technical aptitude to understand and articulate the our client's platform's value proposition and translate client needs into technical requirements.
Exceptional Client-Facing & Relationship Skills:
Highly polished and professional client-facing presence with proven ability to lead institutional client onboarding, manage complex relationships, and act as a trusted advisor to sophisticated financial clients. Must be comfortable and effective presenting to C-level executives and technical stakeholders alike.
Regulatory & Compliance Acumen:
In-depth understanding of financial regulations relevant to digital assets and securities, including SEC, MAS, and international jurisdictions. Experience working closely with compliance and legal teams to ensure operational processes meet rigorous regulatory standards.
Strategic & Analytical Mindset:
Strategic thinker with strong analytical and problem-solving skills, capable of making data-driven decisions and contributing to overall business strategy from an operational perspective.
Leadership & Cross-Functional Collaboration:
Proven leadership abilities with experience working effectively cross-functionally across compliance, finance, technology, product, and sales teams. Demonstrated ability to own execution, drive projects forward, and influence stakeholders at all levels.
Communication & Presentation Mastery:
Exceptional written and verbal communication, presentation, and interpersonal skills. Ability to clearly articulate complex technical and business concepts to diverse audiences, both internally and externally.
Travel & Event Availability:
Willingness and ability to travel and represent our client at industry events, client meetings, and investor engagements, both domestically and internationally.
Education:
Bachelor's degree in Finance, Business Administration, Technology, or a related field. MBA or relevant advanced degree is highly preferred.
Bonus Points:
Existing and relevant network within the Real-World Asset, tokenization, or digital asset ecosystem.
Direct experience working with white-label SaaS platforms or financial marketplaces.
Experience scaling operations for a retail-focused FinTech or marketplace platform (demonstrating understanding of broader market access).
Deep understanding of various blockchain technologies and digital asset protocols.
Specific experience with fund operations, custody solutions, or trade settlement systems for tokenized assets.
What We Offer:
The unique opportunity to be a
foundational leader
at a rapidly scaling FinTech company that is
revolutionizing the future of finance
through Real-World Asset tokenization.
A
high-impact, highly visible role
with significant ownership and direct contribution to our client’s success and global growth.
Competitive executive-level compensation package
including base salary, performance-based bonus, and significant equity participation.
A
dynamic, collaborative, and intellectually stimulating
work environment with a world-class team of industry pioneers.
The chance to
build and scale a platform that will democratize access to wealth creation and investment opportunities globally.
#J-18808-Ljbffr