Institutional Product Solutions Senior Specialist

About the role

Responsibilities

• Lead operational readiness and ongoing support for institutional products, ensuring processes, controls, documentation, and internal coordination are in place.
• Partner with Product and cross-functional stakeholders to support product launches, enhancements, and lifecycle management.
• Work closely with Business Development teams to support institutional client pitches, product positioning, and solution discussions.
• Translate product capabilities into clear client-facing value propositions, pitch materials, FAQs, and enablement content.
• Support institutional sales discussions by explaining workflows, product features, operational considerations, and implementation requirements.
• Coordinate across Product, BD, Operations, Legal, Compliance, Risk, and Client Services to ensure timely execution and issue resolution.
• Monitor product and operational performance, identify gaps, and drive process improvements to enhance client experience and internal efficiency.
• Maintain internal documentation, operating procedures, training materials, and launch checklists for institutional products.
• Gather client and internal stakeholder feedback to inform product improvements and operational enhancements.
• Track key metrics related to product adoption, client onboarding, operational performance, and service quality.
• Act as a bridge between commercial and product teams to ensure market feedback is reflected in execution priorities.

Requirements

• 8+ years of experience in product operations, product enablement, institutional business support, solutions engineering, or related roles in financial services, fintech, or digital assets.
• Strong understanding of institutional clients and their needs across trading, financing, yield, custody, settlement, or related product areas.
• Experience supporting or participating in institutional client pitches, commercial discussions, or solution-based selling.
• Ability to communicate product value propositions clearly to both internal and external stakeholders.
• Strong cross-functional coordination skills with experience working across Product, BD/Sales, Operations, Compliance, Legal, and Risk.
• Proven ability to manage product readiness, operational processes, documentation, and stakeholder alignment.
• Strong analytical and problem-solving skills, with attention to detail and execution discipline.
• Familiarity with digital assets, institutional workflows, and operational/control considerations is strongly preferred.
• Bilingual English/Mandarin is required to be able to coordinate with overseas partners and stakeholders.