Project Manager

Who We Are

The company is a US-headquartered, global leader in agent-first brokerage infrastructure  for stocks, ETFs, options, crypto, fixed income, 24/5 trading, and more.

Amongst our subsidiaries, the company is a licensed financial services company, serving hundreds of financial institutions across 40 countries with our institutional-grade APIs. This includes broker-dealers, investment advisors, wealth managers, hedge funds, and crypto exchanges, totalling over 10 million brokerage accounts.

Our global team is a diverse group of experienced engineers, traders, and brokerage professionals who are working to achieve our mission of opening financial services to everyone on the planet. We're deeply committed to open-source contributions and fostering a vibrant community, continuously enhancing our award-winning, developer-friendly API and the robust infrastructure behind it.

The company is proudly backed by $400 million in funding from top-tier global investors including Portage Ventures, Spark Capital, Tribe Capital, Social Leverage, Horizons Ventures, Opera Tech Ventures, SBI Group, Derayah Financial, Unbound, Peak XV, Elefund, and Y Combinator.

Our Team Members

We're a dynamic team of 400+ globally distributed members who thrive working from our favorite places around the world, with teammates spanning the USA, Canada, Japan, Hungary, Nigeria, Brazil, the UK, and beyond!

We're searching for passionate individuals eager to contribute to the company's rapid growth. If you align with our core values—Stay Curious, Have Empathy, and Be Accountable—and are ready to make a significant impact, we encourage you to apply.

Your Role

As a Project Manager, you will be expected to leverage deep cross-functional expertise to coordinate with enterprise customers globally, guiding integrations from conception to launch by aligning technical teams, managing timelines, mitigating risks, and ensuring all deliverables meet strategic objectives in the following ways:

• Own end-to-end project management for enterprise launches using our brokerage APIs (equities, crypto, options, and more)

• Collaborate with external stakeholders (product, engineering, compliance teams, etc.) to scope, plan, and execute integration timelines

• Work cross-functionally with internal teams (BD, engineering, legal, compliance, operations and customer success) to resolve issues and align on resources

• Facilitate weekly partner check-ins, drive action items, and ensure progress toward key deliverables

• Track and report on project status, risks, and dependencies to internal leadership and partner stakeholders

• Help partners navigate onboarding requirements, such as KYC, AML and regulatory disclosures

• Document processes and continuously improve onboarding frameworks to scale future partner integrations

Internally, the Project Manager is a key person to give the best context of a partner to many teams, including leadership. Simply put, the Project Manager is the voice of the customer internally at the company.

As a project manager in a highly collaborative role, the ideal candidate must demonstrate a strong communication, troubleshooting, solutioning and proactiveness skillset.

Key Responsibilities

• Be the face of the company to some of the largest enterprise businesses in their respective regions

• Provide updates to the company’s leadership team, being transparent with successes, blockers and solutions

• Stay updated on internal product development timelines, and work closely with the technical teams to roll out new features to partners

• Establish yourself as a subject matter expert on the company’s API and collaborate with fintechs around the world

• Ensure feature requests by partners are communicated to the technical teams and are adequately prioritized

• Support the success team with advice on integration items, including new products

• Solutionize for partners targeting key regions the company is focusing on, driving the company's mission to open financial services to everyone on the planet

• Create internal and external resources that can be leveraged by both partners and internal teams

Must-Haves

• 2+ years of enterprise-level business project management experience with strong process, analysis, design, and documentation skills

• Strong verbal and written communication skills in English, as well as proficiency in Chinese, Korean, or Japanese to drive clarity on goals, set expectations, and collect feedback

• Demonstrated problem-solving ability and attention to detail to deliver high-quality output while meeting deadlines.

• Flexibility to work with customers around the world

• Familiarity and interest in FinTech, financial markets, and investing applications

• Experience with communication and project management tools such as Slack, JIRA, Confluence, Basecamp and Google Workspace

• Startup mindset

• Sales and customer success background, leading the customer experience

• Training/enablement experience

• Brokerage/stocks experience

• Crypto experience

Technical background, including

• Familiarity with Metabase

• Experience with modern APIs (REST, Websockets, Server Sent Events)

• Experience with enterprise software implementations

• Technical troubleshooting skills

• Experience with issue management (JIRA) and API logging tool

• Familiarity with Postman and curl requests

How We Take Care of You

• Competitive Salary & Stock Options

• Health Benefits

• New Hire Home-Office Setup: One-time USD $500

• Monthly Stipend: USD $150 per month via a Brex Card

The company is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.

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