Trading Operations
Operate MT4/MT5 and in-house platforms with attention to stability, response time, and issue ownership.
Comfortable with the day-to-day reality of regulated platform operations.
About
Mid-level Product Manager focused on trading platforms, payment workflows, KYC, CRM, and regulated operations.
I currently work at an Australian CFD brokerage, directly supporting MT4/MT5, in-house platforms, deposit and withdrawal workflows, KYC checkpoints, operational KPIs, and cross-team requirement delivery.
My strongest contribution is breaking regulated operational problems into clear product priorities, so issues can move from ambiguity to execution efficiently.
10+
domestic and overseas payment-provider touchpoints across trading-platform operations
Trading Platform
product scope across MT4/MT5, in-house platforms, and internal operations systems
3+
jurisdictional regulatory requirements supported through reporting and workflow coordination
8+
prop firm and CFD broker trading records, including payout verification experience
Resume Snapshot
Role fit
Finance Product Manager / Platform Operations PM / System Integration PM
Education
Bachelor's Degree, University of Taipei
Languages
Native Chinese | Business English
Direct scope
MT4/MT5, in-house platforms, payment flow, KYC, CRM, KPI governance, regulatory reporting, and issue handling
Collaboration
Engineering, operations, support, finance, compliance, and external partners; experience coordinating multiple stakeholders
Work preference
Taipei, Hsinchu, Kaohsiung | On-site, Hybrid, Fully Remote
Some 2019-2021 experience was delivered in parallel, project-based roles across different business models.
Core Expertise
Built around platform stability, payment workflow efficiency, and regulated operational delivery.
Payment Flow
Restructure routing and process steps to reduce fees while keeping execution reliable.
Translate operational pain into product rules, edge cases, and delivery scope.
KYC & CRM
Align compliance requirements with onboarding flow, data checkpoints, and conversion performance.
Balance regulatory logic with a practical user journey.
AI Operations
Use Dify and internal AI workflows to reduce support friction and coordination lag.
Treat AI as an operations multiplier, not a surface-level feature.
Selected Projects
Focused on financial platform operations, payment workflows, and compliance conversion cases.
Trading Platform Operations Optimization
Outcome
Traffic grew 3x, payment workflow efficiency improved, and cross-team operating information became more consistent.
- Connected MT4 / MT5, the in-house platform, and multiple payment providers
- Customer satisfaction reference: Trustpilot 4.5-star rating
- Supported engineering, finance, operations, support, and payment-provider coordination
Copy Trading Platform Operations
Outcome
Active copy traders reached a historical high, significantly above the same period two years earlier.
- Supported VIP signal providers and promoted new features
- Cleared historical issues and customer-service technical bottlenecks
- Supported external promotion and user growth
Regulatory Reporting Delivery
Outcome
Submitted required-format reports, resolved errors, and helped meet compliance requirements.
- Prepared report data for the in-house platform and MT4 / MT5
- Trade-reporting requirements: Australia ASIC and Jordan
- Offshore reverse-solicitation restrictions: Spain and France
Trading Ecosystem Familiarity
Outcome
Used real trading and withdrawal workflows to understand the industry ecosystem, tool design, and trading-platform experience.
- 10+ prop trading and broker platform trading experiences
- Accumulated multiple withdrawal confirmations
- Self-studied futures and gold trading workflows
Professional Experience
Ordered for finance, operations, compliance, and cross-system delivery relevance.
Product Operations & Core Systems
Role: Product Manager | Company: Australian CFD brokerage Zerologix / ACY
- Directly managed MT4/MT5, in-house platforms, and deposit / withdrawal workflow optimization.
- Improved website traffic by 300%, gradually building global organic traffic and stronger brand visibility.
- Connected Binance stablecoin rails and onboarded or managed 10 payment services.
Custom POS & Information Systems
Role: Product Manager / System Integration PM
- Planned front-end POS flows and operational scenarios for live store use.
- Integrated e-invoice and third-party APIs to stabilize cross-system data handling.
- Built strong delivery habits around integration edge cases and operational exceptions.
SEO Program Manager
Role: SEO Program Manager
- Managed SEO operations across multiple B2B brands, adding acquisition and funnel discipline to product work.
- Launched AI short-video workflows to improve content throughput and consistency.
- Integrated Zoho CRM lead operations for better funnel visibility and decision-making.
Additional Market Experience
Roles across product, operations, growth, and execution
- Worked across startup execution, frontend delivery, marketing, and channel expansion.
- Built practical experience from planning through launch and operational troubleshooting.
- Quickly adapt to new business models and identify workflow bottlenecks.
Skills
Finance PM keywords paired with the delivery contexts where I have used them.
Platform & Flow
Used in live trading-platform operations, payment-provider coordination, onboarding checkpoints, and reporting workflows.
Product Management
Applied to workflow prioritization, process redesign, and issue-governance decisions in regulated environments.
System Integration
Built through payment, CRM, POS, and data-flow integration work with operational edge cases.
Execution
Coordinated finance, support, compliance, engineering, and vendor teams to keep delivery and operations aligned.
Contact
Open to conversations about finance platforms, payment workflow, KYC, CRM, and operations optimization.