Client Promotions Operations Specialist
1 day ago
Overview
TMGM (TradeMax Global Markets) is a leading multi-asset broker headquartered in Sydney, Australia, offering trading services across Forex, CFDs, indices, commodities, shares, and cryptocurrencies. Founded in 2013 by experienced traders, TMGM was built with the mission of providing clients with a seamless and secure trading experience powered by cutting-edge technology and superior liquidity.
TMGM is seeking a Client Promotions Operations Specialist to join our dynamic team within the financial industry, specifically focusing on CFDs (Contracts for Difference). You will play a pivotal role in managing and executing our promotional campaigns from an operational and quality assurance perspective. You will develop a deep understanding of various promotion types, rules, and CRM configurations to ensure that client application processes are handled with precision and fairness. Through close collaboration with cross-functional teams, you will help enhance the end-to-end client experience. This role requires a keen eye for detail, strong data and system thinking, and the ability to identify process gaps and drive continuous improvement.
Responsibilities
Campaign Execution & Support: Coordinate end-to-end execution of promotions and campaigns (e.g. deposit bonuses, trading competitions, referral programs). Work closely with the Marketing, CRM, Compliance teams. Prepare campaign briefs and terms & conditions.
Operations & Compliance: Ensure all promotions comply with local regulatory requirements and internal company policies. Liaise with compliance teams for promotional approvals. Maintain accurate promotion records, including T&Cs, logs, and internal trackers.
Platform & Tool Coordination: Use CRM tools, promotion engines, and backend dashboards to set up and monitor campaigns. Collaborate with Tech/Dev teams to test and QA promotional mechanics before go-live.
QA and Process Improvement: Conduct QA reviews by operations staff to ensure eligibility criteria are correctly applied and CRM configurations align with promotion rules and desired client experience. Identify recurring errors, document QA findings, and support continuous improvement of processes, rules, and systems. Generate detailed QA reports after each review cycle and contribute to promotions workflow improvements and automation where possible.
Qualifications
At least 2 years of experience in an operations role within the CFD industry or other financial industries is preferred
Strong project management skills with the ability to oversee multiple projects concurrently in a fast-paced environment
Strong attention to detail and a commitment to accuracy
Quick learner with the ability to absorb and apply information efficiently
A team player with excellent collaboration skills
Proficiency in Microsoft Office (advanced Excel skills are an advantage)
Willingness to work on public holidays
Bilingual proficiency in English and Chinese (Mandarin)
Benefits
Celebrate your tenure with us Receive generous milestone anniversary gifts that grow with each year of service
Join a vibrant workplace culture with fantastic team-building activities, fostering camaraderie and collaboration among colleagues
Prioritize your well-being Access our Flexible Spending Account (FSA) for various health and wellness needs
Invest in your growth Access annual training opportunities tailored to your role
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