Associate Director, Professional Services

Who We Are

Derivative Path empowers institutions across the capital markets with innovative, AI-driven technology and expert advisory solutions. Our award-winning cloud platform supports banks, credit unions, private equity firms, hedge funds, asset managers, and insurance companies in managing interest rate, FX, and commodity risks, optimizing hedging strategies, and streamlining cross-border payments. With a client base spanning over 250 financial institutions and leading private equity firms, we deliver scalable solutions that enhance risk management and drive operational performance.

Through strategic partnerships with Goldman Sachs, Wells Fargo, FNBO, Q2, and Jack Henry, we provide best-in-class capabilities to help clients achieve their financial objectives in an ever-evolving market. With a team of seasoned professionals comprised of decades of industry experience, Derivative Path offers a flexible, hybrid work environment to its 130+ employees with the ability to work remotely and from one of four offices in San Francisco, New York, Chicago, and Manila.

The Company is dedicated to building a diverse environment and has an unwavering commitment to creating a sense of belonging for all employees.

This is an Associate Director role combining end-to-end implementation ownership with deep derivatives domain expertise. You will lead client onboardings onto Derivative Edge, manage multiple concurrent project engagements, mentor junior analysts, and serve as a trusted advisor to bank clients navigating complex derivative portfolio migrations. The role requires equal command of project delivery, data analysis, and capital markets subject matter expertise.

• Own full project delivery for assigned client implementations from SOW execution through go-live and transition to Client Success.
• Lead all implementation activities: requirements gathering, solution design, interface and system builds, testing cycles, client training, and final deployment.
• Integrate client derivative portfolios and business processes into Derivative Path platforms; support configurations and ensure quality of all deliverables, including process documentation and UAT scripts.

• Create and maintain project workplans, milestone tracking, risk logs, status reporting, change management documentation, and engagement economics.
• Manage multiple concurrent projects and competing priorities while maintaining delivery quality.
• Apply working knowledge of the Software Implementation Lifecycle from Pre-Sales through transition to Client Success.
• Proficient use of project management tools such as GuideCX, file-sharing platforms, and RAID log frameworks.

• Establish and manage client expectations; develop lasting relationships that enhance the overall client experience.
• Collaborate with the Client Success team on analysis and resolution of client inquiries related to derivatives trading, EDGE platform usage, and client business processes.
• Provide pre-, during-, and post-implementation support; develop knowledge base documentation related to Derivative Path platforms and procedures.

• Apply knowledge of financial derivative structures—Vanilla, Amortizing, Embedded, and Structured Swaps, Cap/Floor, and Swaptions—across Interest Rate, FX, and Commodity asset classes, encompassing Front, Middle, and Back Office processing and reporting.
• Understand data structures, file formats, and mapping conventions used in trade capture, portfolio migration, and regulatory reporting (CSV, XML, pipe-delimited, fixed-width).
• Demonstrate working knowledge of integrated systems architecture, including how platforms connect and exchange data across…