Lead, Market Insights & Client Success

OTC Markets Group IncNew York, NY

$120,000 - $125,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

Hybrid remote

Compensation

$120,000-$125,000/year

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Job Description

OTC Markets Group Inc.Lead, Market Insights & Client SuccessOTC Markets Group – New York City - Full Time

OTC Markets Group is an established financial technology company redefining the future of public markets. We operate trading platforms for the industry's top broker-dealers to trade over 12,000 securities, from startups to global Fortune 500 companies.We're looking for an experienced Lead, Market Insights & Client Success to join our Corporate Services team. The ideal candidate brings 3+ years of experience in investor relations or equity research and knows how to turn issuer, trading and shareholder data into practical insights. In this role, you'll shape the issuer journey end-to-end, build the research, presentations and digital resources that scale our client engagement, and partner closely within Sales, with Marketing and other cross functional teams to strengthen and highlight OTC Markets' broader offerings to issuers.OTC Markets is currently operating in a hybrid work environment (three days in office, two days remotely).Essential Responsibilities:

Support the development and continuous improvement of the issuer journey from onboarding through ongoing Client Success engagement.
Analyze issuer, trading, shareholder and market data to develop practical market intelligence, benchmarking and insights for clients and internal teams.
Develop scalable issuer education, guidance, presentations, thought leadership and other client-facing resources.
Identify recurring issuer needs and translate them into improved processes, digital resources and client experiences.
Work with Product, Marketing, Issuer Services, Market Data, Sales and Client Success to strengthen OTCIQ and other issuer-facing tools and services.
Support strategic initiatives and partnerships that strengthen issuer engagement, market quality and OTC Markets’ client offering.
Use AI and digital tools to improve research, analysis, content development and the scalability of the Client Success function.

Peripheral Responsibilities:

Support the development and continuous improvement of the issuer journey from onboarding through ongoing Client Success engagement.
Analyze issuer, trading, shareholder and market data to develop practical market intelligence, benchmarking and insights for clients and internal teams.

Required Qualifications

3+ years of experience in investor relations or equity research, including experience within a public company, investment firm, research provider or specialist advisory organization.
Strong understanding of public companies, investor expectations and capital markets.
Strong analytical skills and experience working with financial, trading, shareholder or market data.
Excellent written and verbal communication skills with the ability to translate complex market topics into clear, practical insights.
Experience developing client-facing research, presentations, educational materials or thought leadership.
Strong Excel and PowerPoint skills and practical experience using AI and other digital tools.
Strong organizational skills and ability to work collaboratively across multiple functions.

Preferred Qualifications

Proven track record of performance in similar roles
Familiarity with OTC Markets’ ecosystem or financial services preferred
Experience in public company IR, equity research, shareholder analytics or capital markets advisory.

Work Environment & Physical RequirementsThis role involves extended periods of sitting and computer work; ergonomic practices and regular screen breaks are encouraged.TravelThis role may require occasional international travel to support global offices (UK, Hong Kong) or industry events.Compensation:The target base salary for this role is between $130,000–$135,000 complemented by a competitive total rewards package that includes stock options, a discretionary annual cash bonus, and discretionary equity awards. Where you land in the range reflects your unique skills, experience and qualifications.Our Perks:

Generous Paid Time Off (PTO)
Hybrid Work Schedule
Summer Friday’s and 2 Weeks of Work from Anywhere
Generous Paid Parental Leave Program
Annual Bonus and Stock Incentive Program
Professional Certification and License Reimbursement (e.g., industry, technical, or compliance-related credentials)
Robust Performance Management Program with structured goal-setting (SMART goals) and individualized career development planning
401(K) Plan – Retirement
Commuter Transit & Parking Program
ClassPass Partnership (Fitness & Wellness Programs)
Citi Bike Membership Program
Office Snacks and Beverages
Monthly Birthday Celebrations
Health, Dental, and Vision Coverage
Health Savings Account (HSA)
Flexible Spending Accounts (FSA) Dependent & Healthcare
Limited Purpose Flexible Spending Account (LPFSA)
Voluntary Benefits (Accident, Critical Illness, & Hospital Indemnity)
Income Protection (Life Insurance, Short- & Long-Term Disability)
NYC Bagel Monday & Pizza Wednesday

DisclaimerThis job description is not exhaustive and does not cover every duty, task, or responsibility that may be required. Job duties may change at any time, with or without notice. This document is not an employment contract and does not alter the at-will nature of employment with OTC Markets Group.We are an equal opportunity and E-Verify employer and prohibit discrimination and harassment of any kind. All employment decisions are based on business needs, job requirements, and individual qualifications, without regard to race, creed, color, religion, gender, national origin, age, marital status, political belief, physical or mental disability, sexual orientation, military or veteran status, genetic information, family or parental status, gender identity, pregnancy, including childbirth or related medical condition, or any other characteristic protected by federal, state, or local law. We encourage applicants of all ages and backgrounds.OTC Markets Group is committed to providing reasonable accommodations to qualified individuals with disabilities. If you require an accommodation to participate in the application or interview process, please inform the Talent Acquisition team to request assistance.Applicants have rights under Federal Law:Equal Employment Opportunity is the LawPolygraph Protection ActFMLAPay Transparency Law for Employees/Applicants (P688)

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FAQs About Lead, Market Insights & Client Success Jobs at OTC Markets Group Inc

What is the work location for this position at OTC Markets Group Inc?

This job at OTC Markets Group Inc is located in New York, NY, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at OTC Markets Group Inc?

Candidates can expect a pay range of $120,000 and $125,000 per year.

What employment applies to this position at OTC Markets Group Inc?

OTC Markets Group Inc lists this role as a Full-time position.

What experience level is required for this role at OTC Markets Group Inc?

OTC Markets Group Inc is looking for a candidate with "Senior-level" experience level.

What benefits are offered by OTC Markets Group Inc for this role?

OTC Markets Group Inc offers following benefits: Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Life Insurance, Paid Vacation, Parental and Family Leave, Career Development, 401k Matching/Retirement Savings, Tuition/Education Assistance, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at OTC Markets Group Inc?

You can apply for this role at OTC Markets Group Inc either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.