Company DescriptionOur client is a global organization operating within the financial services and trading industry, providing individuals with access to a wide range of financial markets, including equities, commodities, and foreign exchange.With over two decades of experience, the company has built a strong international presence, serving a diverse customer base across multiple regions. It operates through a portfolio of established brands and continues to expand its global footprint.The organization focuses on delivering user-friendly platforms, efficient services, and reliable support to help clients navigate financial markets. With offices across key international hubs, it offers a dynamic and multicultural working environment with opportunities for professional growth.About the RoleOur client is seeking a data-driven and strategic Senior Manager, Customer Value to relentlessly focus on maximizing trading activity, portfolio diversification, and loyalty tier progression. In this role, you will bridge the gap between Product, CRM, and Trading functions to commercialize loyalty programs and drive sustainable revenue diversification. You will lead global campaigns that consistently deliver high-profit margins while leveraging behavioral data to unlock exponential growth.Key ResponsibilitiesCustomer Value Strategy & OwnershipOwn the customer value Key Results (KRs), specifically focusing on increasing trading activity, portfolio diversification, and upward loyalty tier migration.Define and deliver comprehensive customer value strategies to move users from the bottom of the funnel through to high-value tiers.Develop and implement an overarching revenue diversification strategy and workflow in alignment with regional owners and key stakeholders.Cross-Functional LeadershipLead cross-functional alignment on goals, plans, and workflows, ensuring seamless collaboration between regional managers, Trading, Proposition, Product, CRM, and Client-Facing teams.Drive adoption of crypto funding mechanisms across the global client base.Revenue DiversificationDrive global revenue diversification strategies for key trading products (FX majors, indices, cryptocurrencies, etc.), partnering with Brand, Acquisition, Product, and Client-Facing teams to accelerate adoption.Increase trading revenue while reducing concentration risk through active cross-selling.Collaborate with the Data and CRM teams to build automated cross-selling journeys that improve efficiency and scalability.Planning & CommercializationCreate monthly and quarterly customer value plans and roadmaps aligned with regional business objectives.Develop and implement marketing plans to maximize loyalty program commercialization through close cross-functional collaboration.Build and test value toolkits tailored to different customer segments.Campaign & Growth LeadershipLead end-to-end global campaign strategy, roadmap, and execution, coordinating across Trading, Product, Brand, Acquisition, and Client-Facing teams.Scale high-impact initiatives such as digital trading contests and instrument-specific promotional campaigns to drive both short- and long-term revenue growth.Monitor and manage promotional costs to consistently deliver profit margins of 50% or higher.Performance ReportingLeverage reporting tools such as Power BI, Bloomberg, and Amplitude to identify trading trends and uncover growth opportunities.Qualifications7+ years of experience in Customer Value Management, preferably within brokerage or financial services.Strong expertise in behavioral analytics platforms (e.g., Amplitude), business intelligence tools (e.g., Power BI), and financial data platforms (e.g., Bloomberg).Proven ability to identify opportunities and solve business challenges using data.Deep experience managing customer value initiatives, including loyalty program strategy and operations.Demonstrated success leading global campaigns with high cost efficiency and measurable business impact.Solid understanding of financial trading instruments, including FX, metals, indices, cryptocurrencies, commodities, and current market trends.Ability to own Key Results (KRs) end-to-end, from strategic planning through execution and operational delivery.Strong communication and stakeholder management skills, with experience aligning Product, Trading, CRM, Client-Facing, and business teams toward shared objectives.Key Performance Indicators (KPIs)Growth in trading revenue, trading volume, and customer deposits.Reduction in concentration risk through increased cross-selling adoption.Customer tier progression and loyalty program uplift.Adoption rate of crypto funding solutions.
Company Description
Our client is a global organization operating within the financial services and trading industry, providing individuals with access to a wide range of financial markets, including equities, commodities, and foreign exchange.
With over two decades of experience, the company has built a strong international presence, serving a diverse customer base across multiple regions. It operates through a portfolio of established brands and continues to expand its global footprint.
The organization focuses on delivering user-friendly platforms, efficient services, and reliable support to help clients navigate financial markets. With offices across key international hubs, it offers a dynamic and multicultural working environment with opportunities for professional growth.
About the Role
Our client is seeking a data-driven and strategic Senior Manager, Customer Value to relentlessly focus on maximizing trading activity, portfolio diversification, and loyalty tier progression. In this role, you will bridge the gap between Product, CRM, and Trading functions to commercialize loyalty programs and drive sustainable revenue diversification. You will lead global campaigns that consistently deliver high-profit margins while leveraging behavioral data to unlock exponential growth.
Key Responsibilities
Customer Value Strategy & Ownership
- Own the customer value Key Results (KRs), specifically focusing on increasing trading activity, portfolio diversification, and upward loyalty tier migration.
- Define and deliver comprehensive customer value strategies to move users from the bottom of the funnel through to high-value tiers.
- Develop and implement an overarching revenue diversification strategy and workflow in alignment with regional owners and key stakeholders.
Cross-Functional Leadership
- Lead cross-functional alignment on goals, plans, and workflows, ensuring seamless collaboration between regional managers, Trading, Proposition, Product, CRM, and Client-Facing teams.
- Drive adoption of crypto funding mechanisms across the global client base.
Revenue Diversification
- Drive global revenue diversification strategies for key trading products (FX majors, indices, cryptocurrencies, etc.), partnering with Brand, Acquisition, Product, and Client-Facing teams to accelerate adoption.
- Increase trading revenue while reducing concentration risk through active cross-selling.
- Collaborate with the Data and CRM teams to build automated cross-selling journeys that improve efficiency and scalability.
Planning & Commercialization
- Create monthly and quarterly customer value plans and roadmaps aligned with regional business objectives.
- Develop and implement marketing plans to maximize loyalty program commercialization through close cross-functional collaboration.
- Build and test value toolkits tailored to different customer segments.
Campaign & Growth Leadership
- Lead end-to-end global campaign strategy, roadmap, and execution, coordinating across Trading, Product, Brand, Acquisition, and Client-Facing teams.
- Scale high-impact initiatives such as digital trading contests and instrument-specific promotional campaigns to drive both short- and long-term revenue growth.
- Monitor and manage promotional costs to consistently deliver profit margins of 50% or higher.
Performance Reporting
- Leverage reporting tools such as Power BI, Bloomberg, and Amplitude to identify trading trends and uncover growth opportunities.
Qualifications
- 7+ years of experience in Customer Value Management, preferably within brokerage or financial services.
- Strong expertise in behavioral analytics platforms (e.g., Amplitude), business intelligence tools (e.g., Power BI), and financial data platforms (e.g., Bloomberg).
- Proven ability to identify opportunities and solve business challenges using data.
- Deep experience managing customer value initiatives, including loyalty program strategy and operations.
- Demonstrated success leading global campaigns with high cost efficiency and measurable business impact.
- Solid understanding of financial trading instruments, including FX, metals, indices, cryptocurrencies, commodities, and current market trends.
- Ability to own Key Results (KRs) end-to-end, from strategic planning through execution and operational delivery.
- Strong communication and stakeholder management skills, with experience aligning Product, Trading, CRM, Client-Facing, and business teams toward shared objectives.
Key Performance Indicators (KPIs)
- Growth in trading revenue, trading volume, and customer deposits.
- Reduction in concentration risk through increased cross-selling adoption.
- Customer tier progression and loyalty program uplift.
- Adoption rate of crypto funding solutions.
Avomind is a go to firm to hire commercial, strategy and analytics & insights talent globally.Our global network - serviced from Berlin, London, Barcelona, Miami, Jakarta and Singapore is built up of partnerships with >200 leading academic institutions; 25 leading MBA programs and 45 tech institutions.We provide our clients with unlimited access to our network and offer custom recruitment; embedded hiring and talent branding services.Speed is our care value - do expect a first project input within 24 hours. 75% of the hired candidates are part of the 1st week’s batch, that we would deliver on a project.
Avomind is a go to firm to hire commercial, strategy and analytics & insights talent globally.
Our global network - serviced from Berlin, London, Barcelona, Miami, Jakarta and Singapore is built up of partnerships with >200 leading academic institutions; 25 leading MBA programs and 45 tech institutions.
We provide our clients with unlimited access to our network and offer custom recruitment; embedded hiring and talent branding services.
Speed is our care value - do expect a first project input within 24 hours. 75% of the hired candidates are part of the 1st week’s batch, that we would deliver on a project.
