Team Lead Client Success - Broker Tax and Trading (m/f/x)
Scalable Capital GmbH
München
6250 - 8167 EUR/MONAT
Full Time
Full Time
Einleitung
Scalable Capital is a leading digital investment and banking platform with a full banking licence, empowering people across Europe to shape their own finances. Scalable Broker makes it easy and affordable for clients to invest professionally in stocks, ETFs, cryptocurrencies, and derivatives, as well as set up savings plans. Scalable Wealth, the digital wealth management service, offers clients professional investment in ETF portfolios, and is also adopted as a white-label solution by banks and other B2B partners. The company’s offerings are rounded off by attractive interest rates, loans, and private equity. With the European Investor Exchange, Scalable Capital offers an exchange specifically for retail investors. Over one million clients have already entrusted more than €30 billion to the platform.
Founded in 2014, Scalable Capital now employs over 700 people across Munich, Berlin, Vienna, Milan, and London. Together with the founding and management team, including Erik Podzuweit and Florian Prucker, they are working on a new generation of financial services.
Visit our finance blog or check out our Social Media channels to find out what our Expert Teams have to say.
Our Company Values guide us every day in how we work and collaborate. To learn more about them, you can find our values here (English).
Ihre Aufgaben
Our Client Success Team lead role will offer you the opportunity to lead and develop a team of talented and passionate Client Success managers of our German/Austrian brokerage business. Your main responsibility will be:
Building, leading, and strategically developing the Client Success team for the German and Austrian brokerage markets
Setting clear goals with a strong focus on client satisfaction and long-term retention
Analyze and track relevant KPIs and client feedback using a data-driven approach to develop targeted measures for improving performance and efficiency
Continuously monitor progress and support team growth by leveraging regular reporting and deriving actionable next steps
Work closely with Operations and Product teams to optimize processes, prepare the team for new products and features, and ensure outstanding service quality
Apply in-depth expertise in brokerage, financial markets, and the Scalable App to efficiently manage resources and address client needs effectively
Foster a team culture defined by ownership, ambition, knowledge sharing, and continuous improvement
Effectively communicate the company’s vision and support the implementation of new initiatives and services
Ihr Profil
Solid leadership experience in Customer Service or Client Success, with strong knowledge of industry KPIs
Bachelor’s or Master’s in Business, Economics, or similar is a plus
Strong understanding of financial markets, especially stocks, ETFs, and funds; ideally with brokerage sector experience and a digital mindset
Analytical and numbers-driven mindset, comfortable working with reports and making data-based decisions
Customer-centric, proactive, and motivated to drive team success and serve as a role model
Strong sense of responsibility, very high ambition, and commitment to continuous improvement and knowledge sharing
Excellent communication skills in German and English
Wir bieten
Be part of one of the fastest-growing and most visible Fintech startups in Europe, creating innovative services that have a substantial impact on the lives of our customers
Work with an international, diverse, inclusive, and ever-growing team that loves creating the best products for our clients
Work from our centrally located offices in the heart of Munich or Berlin, nestled in lively neighborhoods filled with vibrant restaurants, cozy cafés, and a wide range of convenient amenities
Be productive with the latest hardware and tools
Learn and grow by joining our in-house knowledge sharing or career development sessions and spending your individual Education Budget
Learn and experience German culture first hand by joining our free German language classes
International relocation support is provided if required
Flexible vacation policy and the opportunity to work from abroad
Benefit from an attractive compensation package and from the company pension scheme
Monthly contribution of 50% for the ‘Deutschland Jobticket’
Say goodbye to order commissions and say hello to your complimentary subscription of Scalable Capital's PRIME+ Broker
Enjoy flexible and discounted sports activities with Urban Sports Club