Careers

Key Responsibilities

• Responsible for finding and developing leads and sales opportunities for the Data Insights solutions in the EMEA region
• Successfully attain and exceed an allocated annual sales quota
• Account manage existing and future Data Insights subscribers in the EMEA Region
• Liaise with Data Insights division team members to manage renewals, query responses, operational alerts, relationship management issues
• Support Head of Data Insights on strategic development of the Data Insights and associated products
• Represent Hazeltree and the Data Insights solution at approved conferences
• Work closely with other Company groups to effectively succeed in the role

Qualifications

• Experience requirements:
  • 5+ years of experience in selling data suite offerings to investment firms
  • In-depth knowledge of the functioning of the Capital Markets eco-system
  • Significant number of contacts in both the buyside and sellside in EMEA
  • Salesforce, Excel and associated software skills
• Personal Requirements
  • University degree
  • Second language a plus
  • Excellent communication skills both written and oral
• Skills & Competencies:
  • Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
  • Partnership Mindset: Passion for building rapport and trust with new client relationships.
  • Financial Acumen: Strong understanding of financial products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Client Relationship Management:
• Forge deep relationships with key decision-makers at hedge funds and private market firms.
• Understand client business objectives, challenges, and evolving needs to maximize engagement.
• Strategic Growth & Revenue Expansion:
• Identify upsell and cross-sell opportunities, expanding Hazeltree’s footprint within existing accounts.
• Contribute directly to revenue growth by aligning clients with solutions that enhance their financial performance.
• Treasury & Product Expertise:
• Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry.
• Educate clients on best practices and help them fully leverage our solutions.
• Client Success & Retention:
• Proactively address client needs, provide expert training, and ensure seamless ongoing support.
• Drive platform adoption and maximize customer satisfaction.
• Cross-Functional Collaboration:
• Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
• Provide insights and feedback that directly shape the evolution of our platform and services.
  

Qualifications

• Education
  • Bachelor’s degree in Finance, Business, or a related field.
• Experience
  • 5+ years of experience in client success, account management, or a related role.
  • Experience working with hedge funds, private equity firms, or financial services is highly desirable.
• Skills & Competencies
  • Relationship Mastery: Proven ability to build rapport, foster trust, and nurture long-term client relationships.
  • Sales & Growth Mindset: Passion for identifying opportunities and driving revenue growth through upselling and cross-selling.
  • Financial Acumen: Strong understanding of financial products and investment management dynamics.
  • Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
  • Communication Skills: Exceptional communication, presentation, and interpersonal skills.
  • Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
  • Organizational Excellence: Highly organized, self-starter with strong time management skills.
• Bonus Points:
  • Experience working with hedge funds or private equity firms.
  • Familiarity with treasury management principles and best practices.
  • Experience with CRM systems (e.g., Salesforce, ChurnZero, Zendesk).
    

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Strategic Financial Leadership
  • Partner with the CFO to influence financial strategy and decision-making.
  • Provide insights and recommendations to drive organizational growth and profitability.
• Budgeting and Forecasting
  • Own and manage budgeting and forecasting processes
  • Prepare detailed financial reports, projections, and analysis to guide business planning.
• Month-End Close Management
  • Oversee the monthly financial close process conducted by our outsourced team.
  • Ensure financial accuracy, compliance, and timely completion of financial statements.
• Financial Operations Development
  • Develop and enhance financial operations across organisation including accounts receivable (AR) and accounts payable (AP), including international entities
  • Implement best practices and streamline financial processes to enhance efficiency.
• Compliance and Reporting
  • Ensure adherence to accounting standards and regulatory requirements.
  • Coordinate with external auditors and manage audit processes.
• Cross-Functional Collaboration
  • Partner with various departments to support financial initiatives.
  • Provide financial guidance and reporting to operational teams.
• Other Finance and Accounting Activities
  • Participate in special projects as assigned
  • Continuously seek opportunities to improve financial systems and procedures.
    

Qualifications & Requirements

Technical & Industry Knowledge

• Strong understanding of financial principles, accounting standards, and regulatory requirements.
• Proficiency in financial software and advanced Excel skills.
• Experience with budgeting, forecasting, and financial analysis.

Soft Skills

• Analytical & Problem-Solving: Strong ability to analyze financial data and develop strategic recommendations.
• Communication: Excellent interpersonal and presentation skills to engage with stakeholders at all levels.
• Collaboration: Ability to work cross-functionally in a fast-paced environment.
• Attention to Detail: High level of accuracy and integrity in financial reporting.

Education & Experience

• Bachelor’s degree in Finance, Accounting, or a related field.
• CPA or MBA is a plus.
• 5+ years of experience in finance and accounting roles.
• Prior experience working in start-ups.
• Experience with international entities is highly desirable.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plan with company match.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Industry Background and Skills

• Familiarity with prime brokerage firms, including their operational, trading, and reporting needs, to effectively position technology solutions.
• Excellent understanding of the hedge fund sectors; including the regulatory environment and legal frameworks associated with the industry.
• Experience in the buy side industry along with financial technology sales experience.
• A self-motivated individual who can demonstrate an ability to work in a demanding, fast-paced environment.
• Demonstrable success in public market sales role with a network of referral sources and industry contacts.
• A positive attitude and excellent interpersonal and communication skills. • Ability to be commercial, show initiative and to use common sense and intuition – derived from your professional experience. Treasury & Product

Expertise:

• Develop a deep understanding of Hazeltree’s platform and the intricacies of treasury management in the investment management industry. • Ability to educate prospective clients on best practices and help them fully leverage our solution e.g. articulate and monetize ROI of Hazeltree’s Treasury Management products. Cross-Functional Collaboration: • Work closely with internal teams (implementations, product, sales, support, etc.) to advocate for client needs and contribute to continuous solution improvements.
• Provide insights and feedback that directly shape the evolution of our platform and services. Qualifications

Education:

• Bachelor’s degree in finance, Accounting, Business, or a related field.

Experience:

• 4 - 5 years of experience in solutions consulting, treasury management, prime brokerage or investment banking.
• Experience working with hedge funds or other alternative investment firms.
• Experience and understanding of the financial markets, specifically Buy Side experience is highly desirable.
• Understand the applications of ISIN’s and their meaning for investment identification

Skills & Competencies:

• Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
• Partnership Mindset: Passion for building rapport and trust with new client relationships.
• Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
• Communication Skills: Exceptional communication, presentation, and interpersonal skills.
• Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
• Organizational Excellence: Highly organized, strong time management skills.

What We Offer

• Competitive salary and performance-based commission.
• Pension plan.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Marketing Operations & Execution
  • Own and manage Hazeltree’s website, including content publishing, updates, and ongoing optimization.
  • Manage the full email marketing lifecycle, including campaign execution, segmentation, and performance tracking.
  • Own Hazeltree’s social media presence, including content planning, publishing cadence, and alignment with broader campaigns.
• Campaign & Content Leadership
  • Lead the design, production, and distribution of Hazeltree’s flagship Shortside Crowdedness Report, including all supporting campaign assets in partnership with PR consultancy.
  • Partner with internal stakeholders to develop integrated marketing campaigns that support demand generation and client engagement goals.
  • Ensure consistency of messaging, brand voice, and visual standards across all external-facing materials.
  • Promote all press coverage garnered by Hazeltree across channels.
• Sales & Client Enablement
  • Support leadership, sales, and account management teams with events (industry conferences, small group gatherings, etc.), pitch decks, client-ready collateral, and bespoke marketing assets.
  • Create and maintain product marketing materials that clearly articulate Hazeltree’s value proposition, use cases, and differentiators, including through platforms like Storylane.
  • Collaborate cross-functionally to align marketing output with pipeline priorities and client lifecycle needs.
• Growth & Optimization
  • Identify opportunities to expand and improve Hazeltree’s marketing programs to drive awareness, engagement, and qualified pipeline.
  • Track and report on performance metrics across campaigns and channels, using insights to continuously refine strategy and execution.

Required Experience & Skills

• 5+ years of experience in marketing roles at a fast-growing technology, fintech, or B2B SaaS company.
• Demonstrated ability to operate independently, manage multiple priorities, and execute with minimal oversight.
• Strong written and visual communication skills, with experience producing executive- and client-facing materials.
• Comfort working across multiple marketing disciplines, including brand-templated designs (via Canva), content, digital, product marketing, and campaign management.
• Familiarity with private markets, hedge funds, fund administrators, or adjacent financial services audiences.

Nice to Have

• Experience with Pardot and Salesforce (SFDC) for campaign execution and account-based marketing support.
• Hands-on experience working with Sanity CMS or similar modern content management systems.
• Prior exposure to data-driven or analytics-heavy products within financial services.

Why Hazeltree

Hazeltree is a market leader in treasury and liquidity management technology for hedge funds and private markets firms. This role offers the opportunity to take meaningful ownership of a sophisticated marketing function, work closely with senior leadership, and directly influence growth at a global fintech company with an expanding product footprint.

Key Responsibilities:

• Serve as the primary point of contact for hedge fund clients, addressing any inquiries related to fund/ account onboarding, data completeness, account mapping and reporting issues.
• Provide timely and professional responses to clients via email, phone, and other communication channels.
• Resolve client issues, ensuring that inquiries are answered efficiently and to the client's satisfaction.
• Analyze data discrepancies and escalate issues to the relevant departments for resolution.
• Handle complex client issues, ensuring that all concerns are investigated and addressed in a timely and professional manner.
• Track client service issues and work with internal teams to ensure effective solutions are implemented.
• Contribute to the continuous improvement of client service workflows, identifying opportunities to streamline processes and enhance client satisfaction.
• Provide feedback to management on potential areas of improvement in client communication, reporting, or operations.
• Maintain strong relationships with key client stakeholders and internal teams to ensure seamless operations and support.

Required Skills & Qualifications:

• Education: Bachelor’s degree in Finance, Business, Economics, or related field.
• Experience: 1+ years of experience in a client service, client support, or operations role, ideally in financial services.
• Skills:
• Strong proficiency in Microsoft Office Excel
• 1+ year of SQL experience (preferably PostgreSQL or MS SQL) is a must. We expect the candidate to be able to write basic queries (select/insert/update) without using any external resources
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships with clients.
• Strong listening skills and the ability to adapt communication style based on client needs.
• Strong analytical skills and the ability to troubleshoot complex client inquiries and issues.
• Detail-oriented with an ability to manage and interpret cash, margin and position data accurately.
• Basic understanding of hedge fund operations and investment products
• Strong time management and organizational skills, with the ability to prioritize tasks and meet deadlines.
• Ability to work both independently and as part of a team.

What We Offer

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Retirement savings plan with employer contributions.
• Opportunities for professional growth, training, and certifications.
• A dynamic and collaborative work environment at the forefront of cloud security and treasury technology.

Key Responsibilities

• Reports to The Global Head of Data Insights Sales
• Primary responsibility is account manage existing and future Data Insights subscribers in the APAC Region
• Responsible, in conjunction with the Global Head of Data Insights Sales for finding and developing leads and sales opportunities for the growing number of Data Insights solutions in the APAC region
• Successfully attain and exceed an allocated annual sales quota
• Liaise with Data Insights division team members to manage renewals, query responses, operational alerts, relationship management issues
• Represent Hazeltree and the Data Insights solution at approved conferences
• Work closely with other Company groups to effectively succeed in the role

Qualifications & Experience

• 3+ years of experience in selling data suite offerings to investment firms
• In-depth knowledge of the functioning of the Capital Markets eco-system
• Significant number of contacts in both the buyside and sellside in APAC
• Salesforce, Excel and associated software skills
• University degree
• Second language a plus
• Excellent communication skills both written and oral

Skills & Competencies:

• Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
• Partnership Mindset: Passion for building rapport and trust with new client relationships.
• Financial Acumen: Strong understanding of financial products and investment management dynamics.
• Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
• Communication Skills: Good communication, presentation, and interpersonal skills.
• Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
• Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive medical insurance plans.
• Retirement savings plan.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.

Key Responsibilities

• Reports to The Global Head of Data Insights Sales
• Primary responsibility is account manage existing and future Data Insights subscribers in the EMEA Region
• Responsible, in conjunction with the Global Head of Data Insights Sales for finding and developing leads and sales opportunities for the growing number of Data Insights solutions in the EMEA region
• Successfully attain and exceed an allocated annual sales quota
• Liaise with Data Insights division team members to manage renewals, query responses, operational alerts, relationship management issues
• Represent Hazeltree and the Data Insights solution at approved conferences
• Work closely with other Company groups to effectively succeed in the role

Qualifications & Experience Requirements

• 3+ years of experience in selling data suite offerings to investment firms
• In-depth knowledge of the functioning of the Capital Markets eco-system
• Significant number of contacts in both the buyside and sellside in EMEA
• Salesforce, Excel and associated software skills
• University degree
• Second language a plus
• Excellent communication skills both written and oral

Skills & Competencies:

• Client Focused: Proven ability to understand client requirements, articulate software features and benefits to create solutions for prospective clients.
• Partnership Mindset: Passion for building rapport and trust with new client relationships.
• Financial Acumen: Strong understanding of financial products and investment management dynamics.
• Tech-Savvy: Comfortable with SaaS platforms and eager to deepen knowledge of treasury technology.
• Communication Skills: Good communication, presentation, and interpersonal skills.
• Problem-Solving & Proactiveness: Ability to identify challenges, develop solutions, and proactively manage multiple client accounts.
• Organizational Excellence: Highly organized, self-starter with strong time management skills.

What We Offer

• Competitive salary and performance-based bonuses.
• Comprehensive medical plans.
• Retirement savings plan.
• Opportunities for professional development and career advancement.
• A collaborative and supportive work environment.