Director, FRG Client Clearing & Optimization

Director, FRG Client Clearing & Optimization

The Financial Resources Group (FRG) sits within Prime Finance and focuses on client portfolio financing across cash, swaps, and prime brokerage activity. The team partners closely with Trading, Sales, Account Management, Platform, and Risk to price portfolios, implement optimization strategies, and support revenue growth through data-driven insights and cross-functional collaboration.
The FRG Client Clearing & Optimization role supports client portfolio financing and clearing solutions across synthetic and prime brokerage activity. The role focuses on improving profitability, resource efficiency, and client outcomes across the Prime Financing franchise.
Key Responsibilities

Engage directly with clients on capacity, collateral composition, and portfolio optimization opportunities to drive profitability and deepen relationships
Define client strategy for Prime Financing clearing activities
Apply knowledge of capital ratios and margin methodologies to identify and execute optimization opportunities
Leverage expertise in regulatory and internal liquidity modeling to support portfolio and book-level optimization
Collaborate across Trading, Sales, Account Management, Platform, Risk, and other Global Financing teams to deliver on business priorities
Forecast business growth, financing demand, and resource requirements to support scalable growth and disciplined planning
Required Skills & Experience

Highly analytical and detail-oriented mindset
Strong understanding of accounting principles and Prime Financing business
Established relationships with clearing houses and industry groups
Proficiency in 15c3 customer protection rules and equity financing liquidity and capital frameworks
Extensive experience working directly with clients on execution and optimization strategies
1520 years of experience in Global Markets or related role
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)
Pay and benefits information
Pay range $300,000.00 - $300,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible. This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.