Operations Director – Quantitative Strategy Platform

I. Position Overview

The Director of Operations will be responsible for the overall operational management of the company’s quantitative strategy platform. Key focus areas include quantitative strategy product operations, user operations, strategy data management, platform operations, customer service, team building, and cross-departmental collaboration.

This role serves as a crucial bridge connecting "Quantitative Strategies — Technical Systems — Marketing — Clients — Risk Control." The ideal candidate will be directly accountable for platform user growth, user activity/engagement, strategy utilization rates, client retention, and overall operational efficiency.

II. Key Responsibilities

1. Overall Platform Operations

Establish and refine the end-to-end operational framework for the quantitative strategy platform, including:

• User registration, account opening, strategy subscription, and usage workflows.
• Onboarding and offboarding workflows for EAs (Expert Advisors) and quantitative strategies.
• Strategy display and performance metrics architecture.
• Optimization of the user dashboard and back-office management system.
• User journey and conversion funnel optimization.
• Standard Operating Procedures (SOPs) for platform operations.
• Customer complaint handling and incident response mechanisms.
• Tracking, compilation, and analysis of platform operational data.

Goal: Continuously improve registration conversion rates, strategy usage rates, user engagement, and client retention rates.

2. Quantitative Strategy Product Operations

Manage the operational lifecycle of the company’s quantitative strategies across gold, FX, and other asset classes:

• Operational launch management for new strategies.
• Strategy categorization and product packaging.
• Historical performance data aggregation and formatting.
• Standardized display of key performance indicators (returns, max drawdown, win rate, risk-reward ratio, etc.).
• Strategy risk rating and categorization.
• Strategy lifecycle management (pause, resumption, and sunsetting mechanisms).
• Strategy version control.
• Collaboration with the quantitative research team to define launch standards and operational guidelines.

3. Data Operations

Establish a comprehensive metric tracking system for core platform KPIs:

• User acquisition, registration conversion, paid conversion, strategy subscription rate, strategy execution rate, user activity rate, 30/60/90-day retention rates, renewal rate, churn rate, average revenue per user (ARPU), and Customer Lifetime Value (LTV).
• Build daily, weekly, and monthly reports as well as executive operational dashboards to identify operational bottlenecks and drive iterative improvements.

4. Trading & Strategy Execution Monitoring

Build and oversee real-time monitoring mechanisms for quantitative strategy operations, focusing on:

• Strategy execution status.
• MT4/MT5 connectivity and stability.
• EA runtime errors and anomalies.
• VPS and trading server infrastructure health.
• Order execution issues, latency, and slippage.
• Strategy net asset value (NAV), real-time drawdowns, and open position risks.
• Abnormal trading behavior detection.
• Incident Management: Establish a 24/7 alerting protocol, tiered response framework, and major incident escalation plan.

5. User Operations & Customer Support

Design and manage a full client lifecycle management system:

Registration → Activation → Strategy Trial → Conversion/Payment → Usage → Retention → Renewal → Upgrades

• Build a dedicated operational framework for VIP clients.
• Manage customer support, customer success, and operational support teams.
• Oversee the creation of a client knowledge base, strategy usage tutorials, educational programs, and standardized customer service scripts.

6. Product & Technical Collaboration

Work closely with the CTO, Product Managers, Quantitative Researchers, and Development teams to translate operational insights into actionable product features, such as:

• Strategy leaderboards and user dashboards.
• Equity curves and risk metrics displays.
• Strategy filtering and subscription engines.
• EA management tools and real-time risk alerts.
• CRM, backend analytics systems, and user permission management.
• Participate in product roadmap planning and User Acceptance Testing (UAT).

7. Risk Control & Compliance Collaboration

Partner with the Risk Management and Compliance teams to establish:

• Strategy risk rating systems.
• Maximum drawdown alert thresholds.
• Emergency response procedures for extreme market conditions.
• Strategy pause and kill-switch mechanisms.
• Client risk disclosures and disclaimers.
• Review workflows for marketing content to ensure zero over-promising (prohibiting phrases like "guaranteed returns" or "zero risk").

8. Team Management

Build and lead the platform operations team as the business scales:

• recruit and manage roles across Platform Operations, Strategy Operations, User Operations, Data Operations, Customer Support/Success, Content Operations, and Campaign Operations.
• Establish KPIs, performance evaluations, training programs, and career progression frameworks.

III. Position Requirements

Basic Requirements

• Bachelor’s degree or above; majors in Finance, Economics, Computer Science, Mathematics, Statistics, Marketing, or related fields preferred.
• 5+ years of experience in Internet Finance, FinTech, Securities, Futures, Foreign Exchange (FX), Quantitative Trading, or Trading Platforms.
• 3+ years of operational management experience.
• Prior experience with quantitative trading platforms, broker trading systems, FX/CFD brokers, copy-trading platforms, EA platforms, or FinTech platforms is strongly preferred.
• Proven track record of building platform operational systems from 0 to 1 is highly desired.

Financial & Trading Proficiency

Must understand fundamental financial trading principles, including:

• Foreign Exchange (FX), Gold, CFDs, Stocks, Futures.
• Leverage, margin requirements, long/short positions, and stop-loss/take-profit mechanics.
• Drawdown, Sharpe ratio, risk-reward ratio, win rate, slippage, and spreads.
• Ability to interpret quantitative strategy trading reports and equity curves.

Quantitative Domain Knowledge

While hands-on coding of complex quantitative models is not required, the candidate must understand:

• EAs, API trading, algorithmic trading, trend-following, mean-reversion/range strategies, breakout strategies, grid strategies, and core risk management logic.
• Ability to communicate seamlessly with quantitative researchers, traders, and software developers.

Technical Awareness

• Familiarity with MT4/MT5, TradingView, CRM systems, APIs, VPS, trading servers, and data visualization dashboards.
• Working knowledge of Python, SQL, or FIX API is a plus (though hands-on core software development is not expected).

IV. Preferred Qualifications

1. Experience in MT4/MT5 platform operations.
2. Experience with Gold/FX quantitative strategy platforms.
3. Experience operating EA or copy-trading platforms.
4. Track record of managing an operations team of 10+ members.
5. Hands-on experience taking a financial product from 0 to 1.
6. Experience operating overseas/international FinTech platforms.
7. Familiarity with regional markets such as Southeast Asia, Hong Kong, Japan, or global markets.
8. Strong data analytics capabilities and experience with operational automation.
9. Background in major brokerage firms, FinTech enterprises, quantitative funds, or established trading platforms.
10. Educational Requirement: Bachelor's degree (first degree) must be from a Project 211 university (or equivalent top-tier institution) or higher.

V. Key Performance Indicators (KPIs)

Note: This role should not be evaluated purely on direct sales revenue.

Recommended Core KPIs:

• Platform Monthly Active Users (MAU).
• Registration-to-Activation conversion rate.
• Strategy subscription and actual execution rates.
• 30/60/90-day client retention rates.
• Client renewal rates.
• Platform error/anomaly rate and major operational incident count (aiming for 0).
• Customer support response times.
• Strategy execution uptime/stability rate.
• Operational automation rate.

VI. Ideal Candidate Profile

• Age Bracket: 30–42 years old.
• Overall Experience: 8+ years preferred, with at least 3+ years specifically in financial trading, FinTech, or quantitative trading.
• Ideal Background: Head of Trading Platform Operations / Head of FinTech Operations / MT4-MT5 Platform Operations Lead / Quantitative Platform Operations Lead / Brokerage Internet Business Operations Lead.

Key Distinction: The ideal candidate is neither a pure digital marketer nor a pure quantitative researcher. The core competency of this role is a hybrid capabilities matrix:

Trading Domain Knowledge + Quant Product Expertise + User Operations + Data Analytics + Technical Systems + Leadership