Lead, Market Insights & Client Success

OTC Markets Group Inc•New York, NY

23h•$120,000 - $125,000•Hybrid

About The Position

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).

Requirements

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.

Nice To Haves

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.

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.

Benefits

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)