About the company
Alpaca 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, Alpaca 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.
Responsibilities
- 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
- Be the face of Alpaca to some of the largest enterprise businesses in their respective regions
- Provide updates to Alpaca’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 Alpaca’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 Alpaca 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
Requirements
- 2+ years of enterprise-level business project management experience with strong process, analysis, design, and documentation skills
- Strong verbal and written communication skills for English & Chinese speaking clients 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
Conditions
- 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