Director of Marketing & Sales Operations

The posting, as RQD * Clearing LLC wrote it

Director of Marketing & Sales Operations

Experience: 10 + Years
Location: New York, NY (Hybrid); United States (Remote)
Reporting To: Chief Revenue Officer

Company Overview

RQD* is a modern clearing firm that offers clearing, custody, and execution solutions designed to meet the needs of today's dynamic market participants. Built entirely on cloud-native, real-time technology, RQD can quickly and seamlessly enhance its platform, adapt to regulatory changes, and offer a more efficient implementation that scales as clients grow. In addition to portfolio margin, RQD supports U.S. equities, options, ETFs, and other securities, catering to broker-dealers and FinTechs, including RIAs, that service retail, institutional, and active traders, foreign financial institutions, and proprietary trading firms. RQD Clearing is proud to be backed by our current investors, ABN AMRO Bank and Nyca Partners, and we are currently in the process of finalizing our Series B round of funding.

This is an opportunity to work for a fintech start-up and to be an integral part of growing a broker-dealer from the ground up. As a small, hardworking team, we pride ourselves on our entrepreneurial culture and cross-team collaboration.

Position Overview

RQD* Clearing is seeking a Marketing & Sales Operations Leader to build and manage the systems, processes and programs that support the firm’s growth. This role will connect Marketing, Sales, Relationship Management and Onboarding to create a consistent, measurable client journey-from initial awareness through conversion and long-term engagement.

The ideal candidate combines strong operational discipline with hands-on experience in CRM management, funnel development, digital marketing, and website optimization. This individual will ensure prospects receive relevant content at every stage of the funnel while giving leadership clear visibility into pipeline performance, campaign effectiveness and revenue opportunities.

Key Responsibilities

• Revenue Operations and Funnel Management
• Develop and manage the firm’s end-to-end prospect and client funnel, from awareness and lead generation through qualification, onboarding and relationship expansion.
• Establish clear funnel stages, ownership, qualification criteria and handoffs across Marketing, Sales, Relationship Management and Onboarding.
• Create and execute nurture strategies that regularly deliver relevant content to prospects at each stage of the funnel.
• Partner with Marketing and subject-matter experts to align thought leadership, product content, case studies and other materials with prospect needs and buying stages.
• Identify gaps, bottlenecks and conversion opportunities throughout the client journey.
• Develop reporting and dashboards that provide visibility into pipeline activity, conversion rates, campaign performance and revenue attribution.
• CRM Implementation and Management
• Lead the implementation, configuration, and ongoing management of t

[…]
eeking driven, talented individuals who can help us on that journey. Working alongside our team of clearing professionals means you'll advance your career while helping some of the world's foremost financial institutions transact more efficiently. Best of all, you'll join a firm that is deeply committed to its people, its clients, and the industry at large.

As our senior legal leader, you'll play a pivotal role in that journey — working directly with our CEO, Board, investors, regulators, clients, and industry partners to help shape the future of modern clearing, custody, securities lending, and market infrastructure. You'll influence new products, client structures, and regulatory strategy at a defining stage of our company's growth, all while receiving competitive compensation, equity participation, and comprehensive benefits.

Benefits

• UnitedHealthcare medical coverage (multiple plan tiers, including HDHP options) — company covers 90% of premium costs, effective your first day of employment. Dental and Vision included.
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Paid Time Off — 20 accrued vacation days/yr, 6 sick days/yr (with carryover), 2 personal days/yr, and 1 volunteering day/yr
• 401(k) with a strong employer match — 100% match on the first 4% of employee contributions, immediately vested

The salary range for this position is $170,000 – $235,000. Actual compensation will be determined based on experience, qualifications, and other job-related factors. The role is eligible for an annual discretionary performance bonus and equity compensation.

Salary Range
$170,000 — $235,000 USD

RQD is an equal opportunity employer. We are committed to building a team with diverse backgrounds, experiences, and perspectives. Employment decisions are made without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other status protected by applicable law.