VP Customer Success - position no. 1535

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

About the Role

IBI Capital, part of the IBI Investment House Group, is seeking a talented and experienced VP Customer Success to join a fast-growing and innovative company specializing in employee equity and options solutions.

The company provides financial services to a very broad range of businesses and is the largest player in its field in Israel.

Responsibilities:

• Direct reporting to the company CEO and indirect management of approximately 60 Client Managers, reporting through team leaders
• Leading the unit’s strategy, operational processes, and day-to-day activities
• Managing and analyzing complex data to support informed decision-making
• Participation in management meetings and periodic interaction with large corporate clients

Qualifications:

• Bachelor’s degree – required
• Proven experience in a similar role
• At least 3 years of experience managing large teams
• High-level English proficiency (spoken, written, and reading) – required
• Advanced Excel skills – required
• Experience in a financial services or high-tech company – significant advantage
• In-depth familiarity with employee equity, options, and incentive plans – significant advantage

Personal Skills:

• Strong strategic thinking
• Proven leadership and motivational abilities
• Excellent interpersonal skills
• High level of independence
• Excellent verbal and written communication skills in both Hebrew and English