Banking and Financial Services Jobs in Brooklyn New York

About Us

ASG is a New York–headquartered, SEC-registered investment firm with approximately $1.5 billion in assets under management. The firm invests in global innovation across public and private markets, applying institutional-grade rigor, disciplined underwriting, and proprietary data intelligence to identify and invest in category-defining companies.

We're small by design — which means every person here has real ownership and real impact. We're looking for a sharp, detail-oriented Paralegal to help us execute at an institutional level without losing the agility of a high-performing startup.

The Role

This is a full-time on-site Paralegal role based in New York, NY. You'll sit at the center of our legal and investment operations — managing closing workflows, maintaining legal records, and ensuring every transaction is executed with precision. You'll work directly with our GC/CCO, investment team, external counsel, and portfolio companies.

What You will Do

• Manage closing documentation and checklists for direct investments, co-investments, fund commitments, SPVs, and secondary transactions
• Prepare and track DocuSign execution packages; maintain signature logs and assemble fully executed closing sets
• Review and verify accuracy of entity names, signature blocks, schedules, exhibits, and key deal terms (MFN elections, side-letter obligations, governance rights)
• Organize subscription documents and fund trackers; coordinate KYC/AML packages, capital call schedules, and investor onboarding
• Support SPV and entity formation workflows — EIN applications, registered agent setup, bank account openings, and cap table maintenance
• Conduct first-pass reviews of NDAs and vendor agreements using internal playbooks; prepare redlines for attorney review
• Maintain structured legal records across OneDrive, Notion, and DocuSign with clean version control and folder organization
• Coordinate with outside counsel on LPA drafts, PPM updates, and side-letter negotiations; maintain final governing document sets
• Track entity compliance obligations — annual filings, franchise taxes, good-standing renewals, and reporting deadlines

What You Bring

• 3–7+ years of experience in legal operations, fund administration, or paralegal work — ideally in VC/PE or a law firm
• Bachelor's degree required; JD or paralegal certification a plus
• Working knowledge of investment documents: SPAs, SAFEs, LPAs, side letters, NDAs, and subscription agreements
• Hands-on experience with DocuSign, entity formation, and KYC/AML workflows
• Advanced proficiency in Microsoft Office, OneDrive, and Notion (or similar)
• Exceptional organizational skills and version control discipline
• Comfortable managing multiple transactions simultaneously under tight deadlines
• Ability to take initiative, maintain confidentiality, and work with limited supervision.

Nice to have:

• Prior experience in venture capital, private equity, fund administration, or investment management.
• Experience preparing redlines using playbooks or contract guidelines.
• Familiarity with regulatory filings, corporate governance, and basic tax concepts.
• Experience working in small, fast-paced, high-accountability environments.

Compensation

Salary range: $90,000 – $110,000 base salary + bonus potential. Actual pay will be adjusted based on experience and other job-related factors permitted by law.

ASG offers competitive benefits and actively supports professional development.

Alpha Square Group is an equal opportunity employer.

• Maintain and verify cash transactions by accurately inputting data into the portfolio accounting system.
• Manage the flow of trade data from trading desks, ensuring settlement details are received, verified, and properly recorded.
• Facilitate the seamless transformation of trade information into the accounting platform and ensure timely reporting of trade details to custodians.
• Support the upkeep of securities data, including maintaining accurate security characteristics and market prices for reliable appraisal valuations and performance measurements.
• Perform daily reconciliation of holdings and transactions across internal systems and custodian banks, ensuring discrepancies are documented and promptly resolved.
• Generate and distribute reconciliation reports for both internal teams and external stakeholders using a variety of system tools.
• Produce standard and customized (ad hoc) reports to fulfill both internal operational needs and external client or regulatory requests.
• Build and maintain strong relationships with vendors, custodians, and other financial institutions, proactively addressing service issues and staying informed about market and industry developments.

• Bachelor's degree in Finance, Economics, or Business.
• 3+ years of experience in investment operations, with a strong focus on reconciliations.
• Proficiency with Microsoft Excel for data analysis and reporting.
• Solid understanding of fixed income and equity securities.
• Exceptional analytical thinking, problem-solving abilities, and organizational skills.
• Outstanding written and verbal communication skills, with the ability to efficiently manage a high volume of email correspondence.
• Capable of working independently with minimal supervision, while also thriving in a collaborative remote or hybrid team environment.

Overview

AmTrust Financial is seeking an FP&A Intern to join our Finance team this summer. In this role you will assist in the analysis of expenses, collaborate across various departments, and contribute to financial modeling and reporting.

Responsibilities, may include:

• Assist in the preparation of monthly, quarterly and annual expense reporting.
• Collaborate across IT/Operations, business units and other corporate functions to gather relevant data and insights.
• Support development of financial models to forecast and analyze expenses, including KPI tracking and benchmarking.
• Conduct variance analysis and provide explanations for budget-to-actual differences.
• Contribute to the budgeting and forecasting process.
• Perform market research or data mining to support benchmarking efforts.
• Prepare ad hoc financial reports/analyses for management.
• Complete a summer FP&A intern project.
• Performs other functionally related duties as assigned.

Desired Qualities:

• Rising Senior (graduating December 2026 or May 2027) actively pursuing bachelor's degree in related field
• Bachelor's degree in finance, accounting or a related field.
• Proficiency in Microsoft Office tools, particularly Excel and PowerPoint
• Familiarity with PowerBI or other business intelligence tools
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational, analytical, and interpretive skills; attention to detail.
• Ability to effectively multi-task and work in a fast-paced, team-oriented environment.
• Due to the nature of this role, modest travel, including overnight travel, is required.

The expected compensation for this role is $25/hour

Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

Insurance Management Associate

New York City, Remote

Salary to $160K plus benefits

Our client is an insurance firm, who are now expanding their offices and now searching for an experienced risk management professional, who could have an interest to work for an insurance risk management firm to assist in driving the growth of the business.

Duties Include:

• Monitor investigations, reviewing insurance policies, analysis of statistical data related to providing all aspects of compliance or risk management for commercial lines, marketing, underwriting, audits, new coverage initiatives, underwriting issues, broker liaison, improving internal policies and procedures as well as presenting to smaller groups of professionals
• Manage national clients related to property and casualty and liaising with brokers
• Manage risk management process from start to finish
• Troubleshoot all settlements, fraud, subrogation, liens and resolutions related risk
• Assist with implementation of new policies and procedures for clients
• Work under little supervision
• Manage target budgets and minimizing risk of financial loss to the company.

Candidate Should Possess:

• At least 8 years+ of property and casualty insurance sector, working for a broker, consulting or law firm
• CPCU or ARM certification is helpful
• Strong written and verbal skills with above average computer skills
• Experienced in contract reviews/revisions and negotiating with brokers
• Comfortable to work in a smaller team-oriented environment
• Strong adherence to new policies and procedures directed by senior management.

This is a great opportunity for an insurance professional, looking for a quality of work/life balance, working with a great group of professionals. The company likes to promote from within and there is extensive ongoing training and career progression. Should you feel you meet the above criteria, please send a detailed cover letter (stating current salary and salary expectations) to:

Paul Feeney

Managing Director

Sanford Rose Associates – Wayne

Overview

The Treasury Analyst reports to the Director of Treasury Management Services. Provides financial planning and analysis in the conduct of daily treasury activities. Maintains a solid understanding of AmTrust's mission, vision, and values. Upholds the standards of the AmTrust organization.

This position will require a hybrid schedule (Monday - Thursday in office, Fridays remote) in our Jersey City, NJ or Manhattan, NYC office.

The expected salary range for this role is 58,000 - 75,000.

Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

Responsibilities

• Create payments in Kyriba TMS or bank portal, including but not limited to International and Domestic wires, transfers and ACH's.
• Troubleshoot any payment rejections.
• Decision ACH debit and Positive Pay exceptions.
• Assign missing cash flow budget codes & update budget code rules.
• Manually load BAI files not integrated.
• Validate positive pay reconciliation & troubleshoot any errors.
• Daily Cash Management including cash positioning, cash activity and cash flow trend analysis.
• Create short term TMS cash forecasting via system, importing or manually adding estimated forecasts into TMS and analyze actual to forecast comparisons.
• Recommend and support opportunities for process improvements/cost-saving opportunities.
• Answer team email requests and assist with daily treasury investigations for both external and internal inquiries, including audit requests.
• Ensure compliance with internal controls, policies and procedures of cash management activities and stay abreast of financial markets and banking regulations.
• Assist with Treasury related Internal Audit requests.
• Perform automatic bank reconciliation within Kyriba.
• Assist with Accounts Payables.
• Perform other functionally related duties as assigned.

Qualifications

Required:

• Bachelor's degree preferably in finance, accounting, business OR equivalent work experience.
• Strong quantitative AND risk analysis skills.
• Strong analytical, critical thinking AND financial modeling skills.
• Effective written and verbal communication skills, with demonstrated ability to work as a team player.
• Organized and detail oriented.
• Strong time management and organizational abilities to be able to work in a fast-paced environment with little supervision.
• Must be a self-starter

Preferred:

• Preferred 2-5 years of experience in commercial and trust banking, accounting, treasury OR finance environment.
• Experience using Treasury Management Systems AND Banking Software.
• Knowledge and understanding of Treasury Operations and liquidity management including the ability to read and analyze BAI files and cash flows.
• Proficiency in Excel and PowerPoint.
• Knowledge of the Insurance Industry a plus.
• TMS experience

What We Offer

AmTrust Financial Services offers a competitive compensation package and excellent career advancement opportunities. Our benefits include: Medical & Dental Plans, Life Insurance, including eligible spouses & children, Health Care Flexible Spending, Dependent Care, 401k Savings Plans, Paid Time Off.

AmTrust strives to create a diverse and inclusive culture where thoughts and ideas of all employees are appreciated and respected. This concept encompasses but is not limited to human differences with regard to race, ethnicity, gender, sexual orientation, culture, religion or disabilities.

AmTrust values excellence and recognizes that by embracing the diverse backgrounds, skills, and perspectives of its workforce, it will sustain a competitive advantage and remain an employer of choice. Diversity is a business imperative, enabling us to attract, retain and develop the best talent available. We see diversity as more than just policies and practices. It is an integral part of who we are as a company, how we operate and how we see our future.

Overview

As a summer associate, you will be introduced to the skills necessary for a successful insurance career at AmTrust North America by working in our Financial Planning and Analysis team. This role supports financial management for the North America Property & Casualty businesses including timely, accurate, and actionable financial data, business and industry insights, actuarial & underwriting partnership (along with other functional partners), and financial reporting and planning aligned with the development and execution of strategies.

This is your chance to experience AmTrust North America as a potential employer. We will provide you with the tools and resources to be successful. Your internship supervisor and professional mentor will be available to make sure you are benefiting from your experience.

Responsibilities

• Strategic Influence: Participate in the development and execution of strategies that are designed to balance long-term growth, profitability, competitiveness, and risk management.
• Analysis and Support: Support financial analytics and insights, partnering with data, actuarial, the business and matrix partners in support of the management decision process including granular expense analytics.
• Strategic and Operational Planning: Contribute to the business strategic planning process, provide financial forecasting support, and development of the annual plan P&L collaborating with the business leadership teams in conjunction with actuarial and other functional partners.
• Financial Stewardship and Reporting: Analyze and ensure accuracy of reported results, identify drivers of variances to plan, perform analytics of key performance indicators, and provide financial analysis in support of executive reports.
• Management Reporting: Report key business and financial metrics required by executive management, board of directors, rating agencies, investors, and other important contingents.

Qualifications

Required

• Rising Senior (graduating December 2026 or May 2027), or recent grad, with bachelor's degree in related field
• Working knowledge of Microsoft Office
• Effective interpersonal, written and verbal communication skills
• Ability to provide information in a clear, concise manner with an appropriate level of detail, empathy and professionalism
• Ability to build and maintain effective relationships
• Effective analytical skills to gather information, analyze facts, and draw conclusions
• Good negotiation skills
• Minimum 3.0 cumulative GPA; additional requirements may apply

The expected compensation for this role is $25/hour

Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations.

Job Title: Senior Product Analyst – Generative AI (Insurance Platform)

Location: Atlanta, GA or Jersey City, NJ (Hybrid – 2–3 days onsite)

Experience: 7–10 Years

Education: MBA from a US-accredited university (Required)

Role Overview

Seeking a Senior Product Analyst to support the development of a Generative AI–powered insurance platform leveraging LLMs, automation, and advanced analytics to improve underwriting, claims, and servicing workflows.

The role works closely with Product, Engineering, Data Science, and Business teams to translate AI-driven capabilities into scalable, business-aligned solutions.

Key Responsibilities

• Partner with Product Managers to define AI-driven product features and roadmap priorities
• Translate business processes into PRDs, user stories, and functional requirements
• Identify GenAI use cases such as document summarization, intelligent Q&A, data extraction, and workflow automation
• Collaborate with Data Science and Engineering teams on model evaluation and product requirements
• Facilitate stakeholder workshops and support Agile/Scrum delivery
• Present product insights and recommendations to leadership
• Support AI governance, compliance, and risk frameworks

Required Qualifications

• 7–10 years in Product Strategy, Business Analysis, or Product Operations
• MBA from a US-accredited university
• Experience in the Insurance domain (P&C, Life, or Specialty)
• Strong requirements documentation and stakeholder management skills
• Experience working in Agile product environments
• Understanding of AI/ML concepts, particularly Generative AI and LLMs

Preferred Qualifications

• Experience with AI copilots or automation platforms
• Exposure to insurance core systems and enterprise data ecosystems
• Familiarity with AI governance and regulatory frameworks

We are seeking a Portfolio Manager to lead and oversee a portfolio of strategic initiatives supporting corporate systems, including HR, Legal, and Risk functions. This role will drive governance, execution oversight, prioritization, and reporting across multiple concurrent projects, ensuring alignment with business objectives and regulatory requirements.

The ideal candidate thrives in a fast-paced financial services environment and brings strong portfolio management discipline, executive communication skills, and the ability to drive cross-functional alignment.

Key Responsibilities:

• Manage and oversee a portfolio of corporate systems initiatives, ensuring projects are aligned to strategic priorities and delivered on time and within scope.
• Establish and maintain portfolio governance frameworks, including intake, prioritization, stage gates, and executive reporting.
• Drive cross-functional coordination across HR, Legal, Compliance, Risk, Technology, and Finance stakeholders.
• Provide clear, concise reporting on portfolio health, risks, dependencies, budget, and resource capacity to senior leadership.
• Identify and proactively manage risks, issues, and interdependencies across programs and projects.
• Facilitate steering committees and governance forums, ensuring decisions are documented and actioned.
• Implement and continuously improve portfolio management best practices, tools, and KPIs.
• Support financial oversight of the portfolio, including budget tracking, forecasting, and business case validation.
• Ensure initiatives meet regulatory, audit, and compliance standards within a financial services environment.
• Foster strong stakeholder relationships and drive accountability across delivery teams.

Required Qualifications:

• 7-10 years of experience managing a portfolio of projects and/or enterprise programs.
• Proven experience establishing and running portfolio governance and reporting frameworks.
• Strong executive presence with excellent written and verbal communication skills.
• Demonstrated ability to operate effectively in a fast-paced, highly regulated financial services environment.
• Experience supporting corporate systems functions such as HR, Legal, Compliance, and/or Risk.
• Strong financial acumen, including budget management and portfolio forecasting.
• Ability to drive alignment across cross-functional teams.

An actuarial intern at Howden Re is a member of an energetic, quantitative, client-facing team that specializes in creating and executing P&C reserve solutions including creating client submissions, working on loss portfolio transfers, and capital modeling. The team is small but diverse with unlimited opportunity to learn, advance, and take on responsibility.

Actuarial analyst interns are expected to develop proficiencies in completing standard analyses, while also taking part in more advanced analyses as needed. You will be familiar with Howden Re's tools and approach, contribute to their development and present solutions and services to our clients.

Primary Responsibilites:

• Work across analytics, brokers, and other functions to identify and respond to client needs and develop additional opportunities related to products and services
• Data collection and manipulation in spreadsheets and other database applications
• Prepare client-ready presentations to communicate analysis results to brokers and clients
• Understand reinsurance contracts and products (terminology, terms and conditions)
• Manage workflow proactively and take initiative on internal projects to improves processes, products or services
• Take ownership and responsibility for quality, accuracy and timely completion of analyses
• Willingness to be part of Howden Re's "Team First" culture and to offer help to others without prompting

Qualifications:

• Pursuing a bachelor's degree from a four-year college or university with a 3.0 or higher graduating GPA; advanced degree is a huge plus
• 0-2 years of experience in the (re)insurance industry
• Actuarial exam(s) are a plus
• A strong aptitude for analysis, database management and programming skills; those with a minor in computer science or have completed at least 2 programming classes are strongly preferred
• Good Microsoft Office skills (Excel, Word and PowerPoint)
• Initiative and an eagerness to drive projects to a successful conclusion
• Willing and able to act as a team player
• Legally authorized to work in the United States

This is an in-person opportunity based in New York, NY running from early June through early August 2026.

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

Event Manager

Midtown Manhattan (5 days/week in office)

A private investment firm is seeking an experienced Event Manager to lead its client events platform. This individual will own the strategy, planning, and execution of a portfolio of high-touch events designed to support relationship development and brand positioning among a senior, institutional audience.

This is a highly visible, externally facing role partnering closely with senior leadership and investment professionals. The position requires strong judgment, operational rigor, and the ability to deliver polished, thoughtfully designed experiences with consistency and discretion.

Responsibilities

Event Strategy & Oversight

• Lead end-to-end execution of an annual flagship conference for approximately 200+ senior attendees
• Plan and execute a series of curated gatherings throughout the year (regional dinners, thematic events, select receptions)
• Assess and manage participation in relevant third-party conferences, including sponsorships and speaking engagements
• Align event initiatives with broader business development priorities

Execution & Operations

• Own timelines, vendor coordination, contracts, and on-site management
• Develop detailed run-of-show materials and manage cross-functional stakeholders
• Coordinate executive participation in both internal and external events
• Oversee sponsorship deliverables and event-related materials
• Manage budgets and expense tracking
• Resolve issues in real time with sound judgment and professionalism

Experience & Relationship Management

• Ensure a consistent, high-quality experience from invitation through follow-up
• Serve as a primary contact for senior attendees and external partners
• Prepare internal stakeholders for speaking and hosting responsibilities
• Maintain strong relationships with venues and external organizers

Measurement & Process Improvement

• Track attendance, engagement, and qualitative feedback
• Maintain documentation and continuously refine execution processes

Qualifications

• 5+ years of event management experience, preferably within financial services, professional services, private markets, or luxury hospitality
• Experience managing events for senior executives and institutional audiences
• Strong project management and organizational skills
• High attention to detail and commitment to quality
• Excellent written and verbal communication skills
• Willingness to work outside standard business hours as needed
• Based in or willing to work on-site in Midtown Manhattan five days per week

Profile

• Professional maturity and discretion
• Ownership mindset and accountability
• Calm under pressure
• Refined judgment and strong aesthetic sensibility
• Collaborative and adaptable

Compensation

Total compensation is expected to be in the range of $300,000–$350,000, inclusive of base salary and discretionary bonus, commensurate with experience.

This is a high-visibility leadership opportunity for a service-driven professional passionate about people, operations, and client experience. As Client Relations Manager, you’ll set the standard for hospitality excellence while leading a front-of-house team in a premier corporate environment.

The Client Relations Manager is a client-facing leadership role responsible for delivering a five-star guest experience across reception, meeting services, and event operations. This individual oversees a team of corporate receptionists, ensuring service excellence, seamless daily operations, and a consistently polished, welcoming environment.

Reporting to theClient Relations Director (CRD) in New York, the Manager serves as the day-to-day ambassador of the client’s workplace experience, fostering relationships, managing performance, and driving continuous improvement.

Key Responsibilities

Client Experience & Relationship Management

• Serve as the primary liaison between Opensity and the client, ensuring alignment with brand standards and workplace culture.
• Maintain strong relationships through proactive communication, responsiveness, and an unwavering commitment to hospitality excellence.
• Monitor client and guest satisfaction, resolve issues promptly, and identify opportunities to elevate the experience.
• Partner with the CRD on regular business reviews and collaborate with fellow managers to share best practices.

Operational Leadership

• Oversee all front-of-house operations including reception, meeting coordination, guest services, and hospitality support.
• Ensure daily readiness of all spaces: reception, lobbies, conference areas, and lounges. Maintaining a “tour-ready” standard at all times.
• Implement and refine operational workflows, SOPs, and training programs to support consistency and quality.
• Track and report on service-level performance(SLAs, KPIs) and lead operational audits to ensure excellence.
• Leverage technology and innovation to streamline processes and enhance the client experience.

Team Leadership & Development

• Lead, mentor, and inspire a team of corporate receptionists to deliver genuine, anticipatory service.
• Provide regular coaching, feedback, and recognition to promote professional growth and engagement.
• Manage staffing, scheduling, and professional presentation standards.
• Partner with the CRD and People Solutions team on performance management, employee relations, and training initiatives.
• Foster a positive, inclusive, and service-driven culture where every team member feels empowered to create memorable experiences.

Qualifications

• 5+ years of leadership experience, managing large teams of receptionists or concierges, in a corporate or high-end hospitality setting.
• Proven ability to manage and inspire teams delivering five-star service in fast-paced, client-facing settings.
• Strong client relationship management skills with a track record of delivering measurable service excellence.
• Highly organized with the ability to manage multiple priorities and maintain composure under pressure.
• Exceptional communication, presentation, and interpersonal skills.
• Skilled in Microsoft Office Suite; familiarity with hospitality management systems a plus.
• Professional, polished, and hospitality-minded demeanor at all times.
• Commitment to confidentiality, discretion, and operational integrity.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, or any other characteristic protected by law.

Internal candidates only: The compensation outlined is applicable for candidates who fully meet the qualifications of the role based on their education and experience. If Opensity Solutions selects an internal candidate who does not meet all requirements, the position title, structure, and compensation may be adjusted accordingly.

Position: Account Executive

Location: Midtown Manhattan, NY — Hybrid (3 days in office / 2 days remote)

About WOBI:

WOBI is a global leader in delivering premium business content through both in-person and digital channels. As organizers of the annual World Business Forum, we inspire senior executives and professionals to drive innovation, leadership, and growth in their organizations. With a focus on delivering actionable insights, WOBI connects leading business minds with companies seeking transformation and success.

About the Role:

We are looking for a motivated, commercially driven Account Executive to join our North America team. This is an exceptional opportunity to be part of a high-performing team at the forefront of business excellence.

As an Account Executive you will manage the full sales cycle — from initial qualification through closing and ongoing account management. You will play a central role in WOBI's growth by developing strong, trust-based relationships with current and prospective clients, delivering an exceptional customer experience from first contact, and driving year-over-year revenue expansion. You will collaborate closely with leadership and the broader sales team to achieve both individual and team targets, bringing a strategic and consultative mindset to every engagement.

Key Responsibilities:

Account Management (30%):

o Develop and maintain strong relationships with existing clients across key

accounts.

o Deliver an exceptional, high-touch customer experience at every stage.

o Drive year-over-year revenue growth through upsells, renewals, and

expanded participation.

o Identify additional stakeholders within client organizations to expand multi-

threaded relationships.

Inbound lead selling (35%):

o Evaluate and qualify inbound leads based on predefined criteria.

o Conduct discovery calls to assess client needs, challenges, and opportunities

for alignment with WOBI’s offerings.

o Deliver engaging, professional presentations via phone, email, and LinkedIn

to move leads through the sales funnel.

Prospecting (25%):

• Research target companies to understand organizational structures, decision-making processes, and potential multithreading paths.
• Identify and engage new prospects through cold calling, email outreach, LinkedIn, and other sales tools.
• Build familiarity and trust with prospective WOBI clients to support shorter and more efficient sales cycles.

Administrative & Collaboration (10%):

• Maintain impeccable records of all interactions and activities in Salesforce.
• Provide detailed notes and insights to support accurate forecasting and seamless handoffs.
• Collaborate with Account Management and Marketing teams to support client success and campaign execution.

Qualifications and Skills

• 2-5 years’ experience in B2B Sales with a track record of meeting or exceeding sales targets.
• Exceptional communication skills, both written and verbal, with the ability to engage professionally with C-suite executives and senior leaders.
• Proficiency in Salesforce is a must, including maintaining accurate records and leveraging CRM tools effectively.
• High attention to detail and strong organizational skills.
• Committed to providing an exceptional customer experience
• Proven achievement in account management and revenue generation goals
• Experience in conducting research on companies and industries to inform multi-threaded sales strategies, a plus.
• A passion for professional development and an interest in WOBI’s mission of empowering business leaders.

Candidate will ideally have experience using the following tools:

• Salesforce
• LinkedIn Sales Navigator
• Google Workspace
• Salesloft
• Zoom info (or similar)

Our Values:

Integrity - acting ethically, transparently, and treating others with respect.

Collaboration
- working inclusively and cooperatively toward shared goals and client

satisfaction.

Commitment to Excellence - dedication to delivering high-quality results through

perseverance and continuous improvement.

Passion & Creativity
- fostering enthusiasm, innovation, and a positive, engaging

work environment.

Humility & Growth - maintaining openness to learning, self-awareness, and valuing others’ contributions.

Justt helps many of the world’s largest and most recognizable brands turn chargebacks from a constant headache into a managed, predictable part of doing business. Our AI-driven platform powers chargeback operations at scale, automating disputes end to end, recovering revenue that would otherwise be lost, and removing a major operational burden from finance, risk, and operations teams across multiple regions and verticals.

We’re a global company with teams across markets, and disciplines, working closely with leading players in the payments ecosystem. Our culture is built on clear thinking, collaboration, and a strong sense of ownership. At Justt, you’ll partner with product, engineering, data, success and go-to-market teams to build technology that sits at the core of modern payments, and has a direct, measurable impact on the bottom line for some of the biggest companies in the world.

Role Overview

We’re looking for a hunter-focused Senior Enterprise AE with deep roots in the payments ecosystem (PayPal, Stripe, Worldpay, Fiserv, Adyen, etc.). You’ll own the full sales cycle—from outbound prospecting, discovery, and value mapping through to legal negotiation and close. This role is for someone who thrives in a fast-moving Series-C environment, embraces coaching, and knows how to build a real value-selling business case with enterprise buyers.

What You’ll Do

Own the full enterprise sales cycle

• Proactively generate pipeline through outbound outreach, events, and strategic prospecting.
• Lead deep discovery to uncover operational, financial, and technical pain tied to chargebacks.
• Run structured value-selling motions (Command of the Message, Challenger, MEDDICC/MEDDPICC).
• Align stakeholders across payments, fraud, finance, and operations teams.
• Build a compelling business case rooted in ROI, efficiency, and risk reduction.
• Partner with Solutions Engineering, Partnerships, and Product to execute multi-threaded deals.
• Negotiate commercial terms and drive deals through legal to close.

Deliver revenue and market impact

• Produce $5M+ in influenced/managed pipeline (adjust if needed).
• Consistently meet or exceed annual revenue quota.
• Represent Justt at key conferences, client on-sites, and partner events (travel required).

Contribute to a winning culture

• Be coachable, curious, and obsessed with improving your craft.
• Uphold high standards in forecasting, CRM hygiene, and stage discipline.
• Help evolve the GTM playbook as we scale from Series C toward $50M+ ARR.

Requirements:

Industry Expertise

• 7+ years selling enterprise SaaS or payments solutions to mid-market and enterprise merchants.
• Direct experience in payments, fraud, or fintech strongly preferred (PayPal, Stripe, Worldpay, Fiserv, Adyen, etc.).

Sales Methodology Skills

• Training/certification in MEDDICC/MEDDPICC, Command of the Message, or Challenger.
• Demonstrated ability to build business cases, run value-based sales cycles, and close complex technical deals.

Mindset & Traits

• True hunter with a track record of self-sourced revenue.
• Coachable, curious, and motivated by category creation.
• Strong “why”: Why Series C, why Justt, why chargebacks.
• High integrity, high energy, and ambition to grow with the company.

Other Requirements

• NYC-based or able to work regularly (4 times a week) from our NYC office in 1 Penn Plaza
• Willingness to travel for conferences, client meetings, and events (20–30%).

Why Join Justt

• Build in a growing category with a massive TAM and urgent customer pain.
• Work directly with CRO, CKO, SE leadership, and cross-functional executives.
• Contribute to a global team changing how merchants manage disputes.
• High impact, high ownership, and a clear path to career acceleration.

About:

Karbone Research is now Noreva. Noreva empowers energy and commodity producers, buyers, developers, traders, and investors to value assets, settle deals, stress-test capital structures, and build confident strategies - all in one customizable platform.

Noreva is excited to be hiring for a Sales Executive position. This role represents an opportunity to join the team driving the commercial expansion of Noreva’s data and research products within Karbone’s broader ecosystem.

Responsibilities:

• Own and execute the full sales cycle for Noreva’s subscription-based data products and bespoke market research engagements across energy transition markets (Power, Capacity, RECs/EACs, Renewable Fuels, etc.).
• Drive new business development through targeted outreach, email sequencing, cold-calling, LinkedIn engagement, and referral generation
• Build and maintain strong relationships with investors, financial institutions, corporates, and public-sector stakeholders.
• Represent Noreva at industry conferences, webinars, and networking forums to strengthen market presence and originate new client relationships
• Provide market and client feedback to inform product development, pricing strategy, and future data offerings.

Qualifications:

• 1-3+ years of B2B sales experience, ideally in renewable energy, environmental, or related commodity markets.
• Proven record of exceeding targets and building revenue streams in new markets.
• Experience selling subscription services, including data and/or platform solutions
• Skilled in managing the full sales cycle, from prospecting and pitching to closing and account management.
• Strong understanding or interest in commodity markets, renewable energy, and environmental products (e.g. RECs, etc.)
• Excellent communication and relationship-building skills.
• Willingness to travel for client meetings and industry events.

The base salary for this position is estimated to be between $80,000-$120,000. Total compensation includes bonus and comprehensive benefits.

Account Manager – Marketing

Location: New York, NY

Schedule: On-site

Department: Marketing

We are seeking a driven, strategic, and detail-oriented Account Manager to join our Marketing team. This is an exciting opportunity for someone who thrives in fast-paced environments and wants to play a central role in delivering high-impact, integrated marketing initiatives. As an Account Executive, you will serve as a key liaison across teams—managing campaigns, aligning stakeholders, and helping execute programs spanning social media, web, and video content.

You will collaborate with internal partners, agency teams, and external vendors to ensure all deliverables meet brand standards, are completed on time, and support broader business objectives.

What You’ll Do

• Serve as the primary point of contact for internal stakeholders, agency partners, and external creative collaborators.
• Manage timelines, approvals, expectations, and deliverables across multiple teams and vendors.
• Oversee the end-to-end execution of social media campaigns and video content, ensuring projects remain on-brand and on schedule.
• Update and manage website content through WordPress, including layout adjustments and content publishing.
• Identify potential roadblocks early and proactively problem-solve to keep projects moving efficiently.
• Maintain organized systems to track assets, feedback, project status, and final deliverables.

What We’re Looking For

• 3–5 years of experience supporting or managing accounts, ideally with Fortune 500 brands or within highly regulated industries (financial services, healthcare, pharma, nonprofit, etc.).
• Strong understanding of social media, digital marketing, and video production workflows.
• Experience with WordPress or comparable CMS platforms.
• Excellent verbal and written communication skills with the ability to manage cross-functional stakeholders.
• Highly organized, detail-oriented, and comfortable managing multiple projects simultaneously.
• Familiarity with project management tools (Airtable preferred).
• Understanding of compliance processes or legal review workflows is a plus.

Why This Role

• Work closely with high-performing marketing, creative, and operational teams.
• Gain hands-on experience managing end-to-end marketing initiatives for high-profile brands.
• Build cross-functional relationships and strengthen your strategic and operational marketing skills.
• Contribute to impactful work across digital, social, and multimedia channels.

One of the largest Private Equity firms is seeking an experienced Director to join its Global Wealth Solutions business, leading the region’s wealth investor servicing efforts from our New York office. This individual will oversee:

• The platform onboarding and servicing team, which supports private wealth platform home offices (wirehouses, banks, independent broker-dealers, and RIAs), and
• The advisor and relationship-manager servicing teams, which handle day-to-day inquiries and broader relationship management for financial advisors and their clients.

RESPONSIBILITIES

• Lead, develop, and scale the Americas wealth servicing organization, ensuring best-in-class operational support and client service for all clients.
• Provide strategic input into the design, evolution, and execution of the wealth servicing model across the Americas.
• Provide strategic input into the design, evolution, and execution of vehicle structuring, launches, and support models.
• Streamline and enhance pre- and post-sale processes to support the sales organization, including full ownership of launch and post-launch investor servicing initiatives.
• Partner on key cross-functional projects that advance the team and Client Operations priorities, including new product initiatives, expanded distribution relationships, and broader business strategy.
• Serve as a senior point of contact for wealth platform partners; oversee onboarding for both open-ended and closed-ended offerings.

QUALIFICATIONS

• 10–15+ years of directly relevant experience in investor relations, client service, or operational leadership within asset management or a related financial services environment.
• Proven track record supporting a leading asset manager, ideally across multiple asset classes.

Arcana is a portfolio intelligence platform used by hedge funds and asset managers to analyze performance and risk. We’re rethinking the tools institutional investors rely on— and we’re hiring an exceptional Sales Development Representative to help drive that transformation.

As a Junior Account Executive at Arcana, you’ll play a foundational role in building our client base and shaping the future of institutional analytics. You’ll identify, research, and engage prospective clients across the hedge fund and asset management ecosystem—partnering closely with sales, marketing, and product to open high-value opportunities and define how we reach new clients.

If you’re looking to rocket-ship your career and work alongside a top-performing sales team (ex-MSCI, AlphaSense, Visible Alpha), we’d love to talk. To apply, send your best pitch (under 200 words) & resume to

Responsibilities

• Identify and research target hedge funds, asset managers, and allocators to build high-quality prospect lists
• Engage prospective clients through personalized outreach (email, LinkedIn, calls) to introduce Arcana and qualify interest
• Collaborate closely with Sales Directors to develop account strategies and book qualified discovery meetings

Requirements

• 2+ years of experience in a client-facing role within financial services or enterprise SaaS, with direct exposure to institutional clients (hedge funds, asset managers, allocators, etc.)
• Familiarity with portfolio analytics, investment concepts, and institutional workflows (e.g. attribution, alpha/beta, drawdowns, correlation, etc.)
• Excellent written and verbal communication skills—able to engage hedge fund and asset management professionals with credibility
• Self-starter mindset with strong organization, curiosity, and attention to detail
• Experience with CRM tools (Salesforce, HubSpot, or similar) preferred
• Prior exposure to hedge funds, asset managers, or investment technology is a plus

Qualifications

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field
• CFA, FRM, or MBA is a strong plus
• Experience with Bloomberg, FactSet, or portfolio analytics platforms is helpful
• Familiarity with equity risk models and factor-based investment frameworks is helpful

Compensation

• Competitive base salary
• Performance-based bonus tied to key sales metrics, including number of qualified meetings booked, pipeline created, and conversion to revenue

Global Strategic Account Manager - Data & OTC Solutions
A leading global provider of market infrastructure and data solutions is seeking an experienced Strategic Account Manager to join its Americas team. This is a high-impact role focused on driving growth across Tier-1 banks and major asset managers, with responsibility for global coverage of a key accounts.

What's the opportunity?
You'll own a portfolio of strategic relationships and play a pivotal role in onboarding a major buy-side clients too. Success means building and executing a clear account strategy, engaging senior decision-makers, and driving complex enterprise deals.

What we're looking for:

• Proven track record in quota-carrying enterprise sales or strategic account management within financial markets.
• Experience selling OTC data, evaluated pricing, or related analytics solutions to Tier-1 banks and/or large asset managers.
• Ability to navigate complex licensing models and negotiate multi-year agreements.

Why this role matters:
Our client is a recognized leader in OTC data and analytics. This position offers the chance to influence global strategy, expand relationships with marquee accounts, and deliver measurable impact from day one. You'll join a collaborative team with full support from product, legal, and marketing to help you succeed.

Ideal background:
Candidates coming from Tier-1 banks (market data or enterprise sales teams), interdealer brokers, or leading data vendors. Experience with OTC derivatives, fixed income pricing, and post-trade solutions is highly desirable.

Location & Compensation:
Hybrid role based in New York (3 days in office). Competitive base salary plus performance-based incentives. Year-one quota is prorated based on start date.

If you're ready to take ownership of global strategic accounts and drive growth in a fast-paced, data-driven environment, we'd love to connect. Apply now or reach out for a confidential conversation.

About Us:

At Citizen's Debt Relief, we specialize in helping clients overwhelmed with unsecured debt achieve financial stability. Our team of dedicated professionals is committed to providing personalized solutions that meet the unique needs of each client. We pride ourselves on our client-centric approach and our track record of success within the industry.

Position Overview:

Citizen's is currently looking for highly motivated sales representatives to join our team. This is a position with high earning potential in an industry that is rapidly growing. Our consultants have the ability to make a base salary and uncapped commissions while truly helping our clients change their lives and reach their financial goals.

Responsibilities:

• Make outbound calls to prospects inquiring about debt relief options.
• Identify customer needs, recommend appropriate solutions and guide them through the enrollment process.
• Provide accurate information about our products and services and the consumer credit industry.
• Maintain a supplemental strategy of texting and emailing to increase outreach to potential clients.
• Effectively manage a pipeline of warm leads within Salesforce CRM.
• Follow up with customers to ensure satisfaction.

Qualifications:

• Excellent understanding of financial concepts and the consumer credit industry.
• Exceptional communication and interpersonal skills.
• Ability to work independently and manage multiple tasks simultaneously.
• High level of integrity, professionalism, and confidentiality.
• Strong sales skills and the ability to maintain a successful outreach strategy.
• Salesforce experience a plus
• Bachelor's degree preferred.

What We Offer:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Opportunities for professional growth.
• A supportive and collaborative work environment.

How to Apply:

If you are a motivated sales professional with a passion for helping individuals achieve financial freedom, we would love to have you join our team! Please submit your resume outlining your experience and qualifications for our review and we will reach out to you regarding next steps.

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Vision insurance
• Health savings account
• Commuter Benefits
• Paid time off

Citizen's Debt Relief is an equal-opportunity employer.