Client Success Lead, Americas
Current
Apr 2024 - Present
AeroLeads people directory · profile
Max Wu Email & Phone Number
Client Success & Product Lead at Saphyre
at
Saphyre
2 work emails found
@icapitalnetwork.com
2 phones found area 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Success & Product Lead at Saphyre
Location
New York, United States
Who is Max Wu? Overview
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Quick answer
Max Wu is listed as Client Success & Product Lead at Saphyre at Saphyre, based in New York, United States. AeroLeads shows a work email signal at icapitalnetwork.com, phone signal with area code 212, and a matched LinkedIn profile for Max Wu.
Max Wu previously worked as Client Success Lead, Americas at Saphyre and Senior Product & Client Success Manager at Saphyre. Max Wu holds Bba In Finance, Minor In Economics from Baruch College.
Company email context
Email format at Saphyre
This section adds company-level context without repeating Max Wu's masked contact details.
{first}@icapitalnetwork.com
89% confidence
AeroLeads found 2 current-domain work email signals for Max Wu. Compare company email patterns before reaching out.
Profile bio
About Max Wu
10+ years of experience in financial services and FinTech. Expertise in product management, alternative investments, financial products, financial planning and analysis, research & due diligence, fund structuring, and operations.Passionate about technology & innovation, entrepreneurship & ventures, real estate investing, and geopolitics.
Listed skills include Valuation, Bloomberg, Derivatives, Microsoft Office, and 26 others.
Current workplace
Max Wu's current company
Company context helps verify the profile and gives searchers a useful next step.
10 roles
Max Wu work experience
A career timeline built from the work history available for this profile.
Senior Product & Client Success Manager
Jun 2022 - May 2024
Senior Product Manager
Sep 2021 - May 2022
Vice President, Product Management
• Early member of a fintech start-up responsible for building an end-to-end SaaS platform for democratizing alternative investments, enabling asset under management growth from $2bn to $80bn• Collaborate cross functionally to establish product roadmaps, feature backlogs, and data driven metrics, ensuring business and technical requirements are documented, prioritized, and delivered• Gather feedback across stakeholders including business users, designers, and engineers to establish a shared vision on UX/UI wireframes, feature functionality, data schema, and implementation methodology• Lead and provide direction to six engineers on development priorities, data models, and technical specifications• Develop API solutions to streamline data exchange and operating processes across clients and vendors• Perform UAT and lead product launches, ensuring defects are resolved and proper trainings are provided• Recommended cost reduction opportunities including process automation, vendor replacement, and portfolio disposition, reducing operating expenses by $1.5M+ and improving profit margin by 25%+
Oct 2016 - Aug 2021
Mar 2016 - Oct 2016
Product Manager, Alternative Investments
Private Banking, Global Products & Solutions• Performed market research to formulate product strategy, gaining approval and funding for key initiatives• Delivered research and due diligence to select hedge funds and ’40 Act investments for private banking clients• Constructed and pitched customized portfolio to clients through quantitative analysis (including back-tests, stress tests, and risk-adjusted return analyses), driving $800M in new AuM• Provided primary coverage of 20+ hedge fund relationships and $300M in direct investments. Authored quarterly portfolio updates to investors, enhancing client engagement and relationship• Led 10 cross functional teams in managing a $2.5 billion hedge fund platform with 35+ portfolios and 3,000+ investors, ensuring effective communications and adequate operational controls • Developed a portfolio management tool to monitor asset performance and capital activities, projecting cash flow to achieve optimal asset allocation and mitigate liquidity issues• Created a financial model and prepared due diligence and marketing materials to spin-off the hedge fund platform
Oct 2014 - Feb 2016
Equity Derivatives Business Analyst
Global Markets, OTC Derivatives Regulatory Reforms• Created key performance metrics for regulatory reporting and implemented solutions to re-engineer trade capture processes and reporting capabilities, resulting in a 50% increase in reporting accuracy and completeness• Participated in industry working groups to address new regulatory requirements and coordinate with trading counterparties and cross-functional groups to resolve outstanding issues and prioritize solutions
Sep 2013 - Oct 2014
Rotational Program Participant
First Rotation: Regulatory Litigation and InvestigationsSecond Rotation: Listed Derivatives Advisory
Jan 2013 - Sep 2013
Research Analyst
• Researched financial regulation development, OTC derivatives, ethics, and corporate governance.
Aug 2012 - Dec 2012
Summer Analyst, Corporate Lending
• Authored credit review of the LATAM high yield loan portfolio covering Industrial and Telecom companies• Provided PnL metrics based on daily yield and NAV changes to high yield corporate debt portfolio managers
Jun 2011 - Aug 2011
1 education record
Max Wu education
-
Baruch College
FAQ
Frequently asked questions about Max Wu
Quick answers generated from the profile data available on this page.
What company does Max Wu work for?
Max Wu works for Saphyre.
What is Max Wu's role at Saphyre?
Max Wu is listed as Client Success & Product Lead at Saphyre at Saphyre.
What is Max Wu's email address?
AeroLeads has found 2 work email signals at @icapitalnetwork.com for Max Wu at Saphyre.
What is Max Wu's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Max Wu at Saphyre.
Where is Max Wu based?
Max Wu is based in New York, United States while working with Saphyre.
What companies has Max Wu worked for?
Max Wu has worked for Saphyre, Waybridge, Icapital, Institutional Investor, and Credit Suisse.
How can I contact Max Wu?
You can use AeroLeads to view verified contact signals for Max Wu at Saphyre, including work email, phone, and LinkedIn data when available.
What schools did Max Wu attend?
Max Wu holds Bba In Finance, Minor In Economics from Baruch College.
What skills is Max Wu known for?
Max Wu is listed with skills including Valuation, Bloomberg, Derivatives, Microsoft Office, Leadership, Business Analysis, Business Strategy, and Securities Regulation.
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