Who We Are
About The Opportunity
The role is centered around building durable operational frameworks and driving continuous process optimization across these business lines, converting disparate workflows into a coherent, instrumented, and scalable operating system.
You will combine deep operational fluency with data and AI-assisted tooling to surface gaps, codify methodologies, and compound incremental improvements into measurable operational leverage and revenue growth.
As a high-influence individual contributor with no direct reports, you will set the operational standard that the broader institutional team works to.
What You’ll Be Doing
-
Own and run daily operations across multiple institutional business lines — Custody, Brokerage, FD Broker, CaaS, RBAC, KYC, incentive programs, and Fees — managing internal stakeholders (RMs, sales, product, compliance, risk) and external institutional clients across email, Telegram, and internal messaging portals with SLA discipline.
-
Identify operational gaps and growth opportunities using data analytics and AI-assisted workflows. Translate findings into concrete optimisation and automation initiatives with measurable impact on SLA, error rate, ticket volume, and client experience.
-
Design scalable operational frameworks for complex institutional scenarios: Client incentive program, fee tier and rebate administration, RBAC change requests, custody onboarding/withdrawal workflows, and cross-jurisdictional regulatory adherence (HK/SG/EU/US).
-
Drive both incremental and strategic optimisation in parallel — Ship small ops improvements continuously while owning a longer-term ops roadmap that compounds operational leverage, retires manual toil, and unlocks revenue growth.
-
Build and deliver structured training for RMs and institutional clients on product mechanics, operational SOPs, and self-serve tooling. Act as the methodology owner whose playbooks the broader institution team adopts.
What We Look For In You
-
6+ years of operations experience in institutional financial services, crypto exchange, prime brokerage, or fintech — Possess hands-on ownership of at least two of: custody, brokerage, KYC/KYB, Incentive programs.
-
Demonstrated ability to operate as an individual contributor with high influence — Able to align product, sales, compliance, and risk on operational changes without formal authority.
-
Strong data fluency: comfortable with building dashboards, and using AI tooling (LLM workflows, automation agents, no-code/low-code platforms) to streamline and scale operations at meaningful volume.
-
Track record of identifying operational gaps, designing scalable solutions, and shipping measurable improvements — Bring concrete evidence of methodologies you have authored and that were adopted by your team or function.
-
Proven stakeholder management across written channels (email, Telegram, internal portals) with institutional counterparties; comfortable navigating high-stakes interactions under time pressure.
-
Working knowledge of regulatory frameworks affecting digital asset institutional services across HK, SG, and broader APAC; awareness of EU (MiCA) and US considerations a plus.
Nice-To-Haves
-
Prior experience at a crypto exchange, traditional prime broker, custodian, or institutional liquidity provider.
-
Hands-on experience with Python or other scripting for ops automation, data wrangling, or workflow orchestration.
-
Experience designing and running operational training programs for revenue-facing teams (RM, Sales, BD) and external institutional clients.
-
Understanding of orderbook mechanics, market making programs, institutional fee structures, and custody/settlement workflows.
-
Exposure to building or operating an internal ops portal, ticketing system, or workflow engine at scale.
Perks & Benefits
-
Competitive total compensation package
- L&D programs and education subsidy for employees' growth and development
-
Various team building programs and company events
- Wellness and meal allowances
- Comprehensive healthcare schemes for employees and dependants
- More that we love to tell you along the process!
Please note that Hong Kong is a group-level service hub, and OKX does not carry on a business of operating a virtual asset trading platform in Hong Kong.
