Banking and Financial Services Jobs in New York Hybrid

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• Work with the business to understand needs, goals, strategies, and challenges, and how to help prioritize opportunities for improvement
• Support the business in developing accurate budget and forecast projections for expense, capital, and headcount
• Track actual performance versus budget/forecast and ensure business and finance leadership understand significant variances
• Support business in ROI analysis while always constructively reviewing and refining business partner assumptions
• Actively participate in month/year-end close processes to ensure accurate internal and external financial reporting
• Effectively communicate the story behind the numbers in terms business partners understand
• Proactively make recommendations based on data and analysis, and identify opportunities for efficiencies and improvements
• Maintain strong partnerships with FP&A reporting team and senior business leaders across finance organization
• Effectively prioritize business problems based on urgency and relevance
• Clarify decision trade-offs to internal customers
• Other duties as assigned

• A curious and strategic mindset that drives a proactive and data-driven approach to problem solving
• Excellent verbal and written communication skills
• Advanced MS Excel, Word, and PowerPoint skills
• Advanced financial modelling skills
• Strong knowledge of GAAP and Financial principles
• Ability to develop a strong understanding of the business
• Ability to build partnerships, influence decisions and work in a collaborative style
• Takes initiative and executes independently

• Growth opportunities to uplevel your career
• A people-centric culture embracing and celebrating diverse perspectives, backgrounds, and experiences within our team
• Competitive compensation and comprehensive benefits focused on well-being
• An opportunity to shape the future of health care by joining a team recognized as a Best Place to Work For in the NY Capital District, one of the Best Companies to Work For in New York, and an Inclusive Workplace.

• Empowered to create a culture of innovation, collaboration and continuous improvement
• Great communicator who can influence and mentor other engineers
• Loves to stay on top of cutting-edge technology
• Likes a mix of hands-on development work as well as leading and mentoring other developers
• Is excited by the idea of redefining our API approach and how we can improve it

• Play a major part in creating, evolving, and supporting API governance processes and best practices, guidelines and standards
• Advise and mentor scrum teams on the API approach, architecture and standards
• Assist and be hands-on with enterprise API modeling and design
• Assist in the implementation of API development
• Keep an eye towards the future through researching new and innovative solutions and emerging technologies
• Drive KPIs for adoption to API management policies
• Drive adoption of API architecture, design, best practices within multiple scrum teams

• 6+ years in developing and integrating API/Restful web services using C#
• 5+ years of experience with Microsoft Azure or other cloud service platform solutions
• Deep understanding of cloud native API services and microservices architecture with experience in design, build, and operations in a production cloud environment
• Demonstrated experience leading teams on API architecture initiatives
• Demonstrated experience designing API architecture with modern security, testing and documentation principles and best practices
• Extensive experience with RESTful services and API development design patterns
• Experience with Scrum/Agile development methodologies
• Experience with Visual Studio/Visual Code
• Knowledge of unit testing, integration testing and code tuning.
• Experience with API management (APIM) and Gateway tools and best practices
• Experience with distributed source code control (Git, GitHub, Bitbucket)
• Experience with agile software development suite of tools (Azure DevOps, Jira, etc.)
• Proficiency with relational databases including writing stored procedures and queries
• Exhibit the desire to lead and mentor other developers on and across teams.

• Ability to communicate effectively both verbally and written
• Self-starter with aptitude and hunger for learning new technologies
• Experience working in a team environment
• Knowledge of the healthcare industry is a plus!
• Be curious, be humble, and be the difference for our customers!

• C#/.net core
• JSON, REST
• API Management tools (Bonus points for Azure API Management)
• SQL
• GraphQL
• Microservices
• Swagger
• Azure
• Kubernities/containers
• API Gateway tools
• GIT

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.

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.

Location: Melville, NY | Full-Time

Base Salary + Uncapped Commission | Paid Training | Fast-Track Career Growth

Launch Your Sales Career with Big Think Capital

If you’re a recent college graduate who is competitive, driven, and ready to build real earning power early in your career, this is your opportunity.

Big Think Capital is hiring entry-level Inside Sales Representatives to join our high-performance sales team. This is not a “starter job” where you wait years for advancement. It’s a structured path to strong income, professional development, and leadership opportunities.

You bring the work ethic. We provide the training, leads, and platform.

About Big Think Capital

Big Think Capital is a nationally recognized business lending marketplace that has funded over $1 billion for more than 25,000 small and mid-sized businesses across the country.

• Named Top Business Lending Firm of 2024 by Financial Services Review
• #1 Finance Broker on Trustpilot
• Certified Great Place to Work

We are growing rapidly and promote from within. Performance drives opportunity.

The Role: Entry-Level Funding Associate

As an Inside Sales Representative, you will work directly with business owners who have already expressed interest in securing funding. This is a warm-lead sales environment — no cold calling.

You will:

• Speak with inbound, pre-qualified business owners
• Understand their financial needs and growth goals
• Present tailored funding solutions
• Manage your pipeline from first call to close
• Build trusted relationships through consultative selling
• Consistently work toward and exceed performance goals

You will receive hands-on sales training, daily coaching, and mentorship from experienced leaders. We invest heavily in developing top producers.

Who This Role Is Built For

• Recent college graduates eager to build a career in sales
• Competitive, goal-oriented individuals
• Former athletes or high-achievers who thrive in performance-driven environments
• Individuals motivated by income growth and advancement
• Professionals looking for a clear path to leadership within 1–3 years

Prior sales experience is not required. Coachability and drive are.

Compensation & Growth

• Competitive base salary
• Uncapped commission structure
• Clear promotion track to senior and leadership roles
• Ongoing training and mentorship
• Full benefits package including medical, dental, vision, PTO, and 401(k)
• Modern office with advanced CRM and sales tools

Top performers are rewarded accordingly, with strong income potential and accelerated career progression.

What We’re Looking For

• Strong communication skills
• High energy and resilience
• Coachable and open to feedback
• Self-motivated with a strong work ethic
• Desire to build a long-term career in sales and finance

Build Your Career Where Performance Is Recognized

At Big Think Capital, your results directly impact your growth and income. If you are ready to take ownership of your career and develop into a high-performing sales professional, we want to meet you.

Apply today to begin your career with Big Think Capital.

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.

Company Overview:

At Lendzi, we are committed to helping small businesses thrive no matter where the shakes and shifts happen in the economy. Lendzi caters to small and mid-sized businesses through technology-driven financing. Since 2020, our founders and management team have powered Main Street’s growth through advanced lending technology and a constant dedication to customer service. 

Job Overview:

Lendzi is actively searching for a self-motivated individual to join our growing team as an Account Executive. We will provide you the leads, training and resources needed to achieve success; both professionally and financially. The ideal candidate is an energetic self-starter with the ability to identify influencers and key decision makers within accounts. You will discover qualified opportunities by responding to inbound interests and targeted outbound prospects to build rapport and establish long-term relationships.

Location:

This position is located at our New York, New York office.  

Key Responsibilities:

• Prospect for clients via phone and email.
• Pitch potential clients on the benefits of Lendzi.
• Qualify prospects to sell and close the Lendzi funding solution.
• Consistently meet or exceed monthly sales goals.
• Develop in depth knowledge of Lendzi’s products, processes and policies.
• Comply with all Lendzi’s policies including the TCPA policy. 
• Abide by all laws and regulations.
• Resolve customer concerns and issues in a timely manner; escalate concerns when appropriate. 

Required Skills/Abilities: 

• Must be hard working, competitive, highly motivated, results-driven and punctual
• Superior phone skills
• Coachable and eager to learn
• Excellent customer management/relationship skills
• Persuasive attitude and a passion for sales
• Superior communication and interpersonal skills; active listeners
• Highest levels of integrity
• Proficient with Microsoft Office Suite or related software.
• Knowledge of Zoho CRM is a plus. 

Education and Experience:

• A High School Degree or equivalent is required. A Bachelor’s Degree from an accredited university is preferred.
• No previous industry experience is required. 
• Prior sales experience is a plus.

Compensation and Benefits:

• $45,000 annually for full-time employment plus commissions with the potential to earn up to $160k a year.
• Excellent opportunities for high performers including growth to Senior Account Executive or Team Lead roles after one year with the opportunity to earn up to $300k or more. 
• Medical, dental and vision insurance
• 401(k) plan with company match
• Paid time off and holidays

As part of our dedication to maintaining an inclusive and diverse workforce, Lendzi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Lendzi complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

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.

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview:

Working as part of a team, the Client Administrative Manager (CAM) is responsible for providing operational and administrative support to a Financial Advisor or team of Financial Advisors. The CAM enhances the client experience by providing exceptional client service and supporting Branch functions as needed.

Duties & Responsibilities:

• Onboard new client accounts, which includes the collection of required documentation and client information
• Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Conduct outreach to maintain strong relationships with client base and identify services and solutions that support clients' needs
• Proactively prepare financial reports, spreadsheets and other materials for client meetings
• Support the team's marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
• Regularly seek opportunities to use firm resources for peer sharing and collaborating with colleagues
• Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings and file & calendar maintenance

Skills, Experience & Qualifications:

• Bachelor’s Degree in Business or in related field is preferred
• Experience in brokerage operation and compliance experience in the financial services industry would be highly beneficial
• FINRA Series 7 and 66 (or 63 and 65) preferred
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks
• Follow-up to ensure resolution and completion of tasks
• Provide a high level of customer service in a calm, courteous and professional manner.
• Establish and maintain effective working relationships at all levels of the organization.
• Strong computer skills with the ability to quickly grasp technology and train others on the effective use of firm and custodian systems
• Team player with the ability to collaborate with others
• Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment.

Reports To:

Divisional Business Director

Trading Assistant — Long/Short Equity Hedge Fund

Role summary

Support the head trader by managing middle‑office trade support and acting as a hands‑on backup trader for a long/short investment desk. This role combines trade lifecycle ownership, settlements and confirmations, P/L oversight, and execution responsibilities. The right candidate is flexible, team‑oriented, and comfortable working in a fast‑paced trading environment without ego.

Core responsibilities

• Trade support — Confirm, allocate, and reconcile trade blotters; resolve trade breaks with brokers, counterparties, and internal trading staff.
• Settlements & funding — Monitor settlement cycles, initiate and track settlement funding/wires, and manage failed/late settlements.
• P/L and position control — Produce daily P/L and position reports, investigate variances, and maintain accurate trading books.
• Confirmations & documentation — Manage trade confirmations, trade capture accuracy, and retention of trade documentation.
• Execution assistance — Execute orders when requested by the head trader and manage order flow across venues and brokers.
• Book balancing — Maintain and reconcile trading books; ensure internal systems reflect live positions and cash.
• Systems & process — Use OMS/EMS and middle‑office systems to capture trades, run reconciliations, and extract reporting; propose process improvements.
• Ad hoc support — Provide real‑time desk support during market events, assist with month‑end and quarter‑end tasks, and cover for the head trader as needed.

Required experience & skills

• 2–4 years of buy‑side or sell‑side operations, trade support, or assistant trading experience.
• Strong understanding of the full trade lifecycle for equities and common derivatives used on a long/short desk.
• Proven experience with settlements, confirmations, and failed trade resolution.
• Demonstrated ability to produce and analyze daily P/L and position reports.
• High proficiency in Excel; familiarity with one or more OMS/EMS platforms and middle‑office reconciliation tools.
• Excellent communication skills and the ability to work directly with traders, brokers, prime brokers, and operations teams.
• Calm under pressure, highly organized, and willing to take direction and execute tasks without ego.

Preferred qualifications

• Prior experience on a long/short equity desk or in a hedge fund middle office.
• Familiarity with prime brokerage workflows and margin/financing mechanics.
• Basic scripting or data‑automation skills (VBA, Python, SQL) to streamline reporting.
• Relevant industry licenses or willingness to obtain them.

What success looks like

• Accurate, timely P/L and position reporting with rapid resolution of discrepancies.
• Smooth, error‑free settlement and confirmation processes with minimal failed trades.
• Reliable execution support that enables the head trader to focus on strategy.
• Proactive identification and implementation of process improvements that reduce operational risk.

WALL STREET OPPORTUNITIES - IMMEDIATE

Financial Services/Brokerage/Investment Banking

Job description

Numerous job opportunities located in the New York City area including Westchester County and Stamford, CT including, but not limited to:

• Back Office Operations
• Middle Office
• Regulatory
• Client Service Specialist- Series 7
• Fixed Income Operations
• Trade Support
• Administration
• Accounting
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Requirements Ideal positions for eager, motivated self-starters who are capable of multi-tasking. Jobs require excellent verbal and written communication skills as well as computer proficiency. A college degree and experience are preferred but not required. Salaries vary with positions.

Well-established and highly regarded boutique investment firm located in Midtown, NYC, is seeking a Front Office Receptionist/Coordinator with 3+ years related and stable work experience, to sit at the front desk of the firms' magnificent new office location.

Manage everything as it relates to keeping company operation's flowing smooth. Greet and assist executives, clients and vendors, answer phones, order supplies, set-up and break down meeting rooms, deal with facilities management regarding (repairs, etc) and organize company events. Position offers opportunity to take on additional administrative responsibilities as workload permits for C-level executives

Proficiency in MS Office required.

Must be tech savvy, have great communication skills, and be reliable, loyal and respectful.

Position is 5 days on site. Hours 9-5p. Base salary 80-100K plus year-end bonus.

Great group of people. Great culture.

Clearnomics is a fintech company building the market insights platform for the financial services industry. Our platform empowers asset and wealth managers to better serve their clients and enhance their marketing efforts. The platform has achieved the highest advisor satisfaction rating in the industry, backed by cutting-edge technology, high-quality insights, and an exceptional service experience.

We’re a rapidly growing team of industry experts from across financial services. We are backed by top advisors in fintech and count some of the largest financial services enterprises as customers. 

We're looking for a talented Enterprise Account Executive to join our dynamic team as we accelerate our growth. The role is full-time and in-person, based in our New York office.

Job Overview

As our lead Enterprise Account Executive at Clearnomics, you’ll play a pivotal role in driving growth by building and expanding relationships with large wealth management firms as your target market. This is a high-impact sales role for someone with a value-adding mentality—energized by engaging in strategic relationships and motivated to close meaningful, multi-stakeholder deals.

You’ll work closely with our leadership team, building and executing on your pipeline, earning trust with decision-makers, and delivering tailored solutions that align with our value proposition. Your ability to navigate complex sales cycles, engage across executive levels, and articulate the value of Clearnomics’ capabilities will be critical in turning opportunities into long-term partnerships.

This role offers significant growth for a sales professional. We're looking for candidates that are driven, dedicated, and thrive in a fast-paced environment.

What you'll work on:

• Build and execute the enterprise sales pipeline, from large wealth managers to ​​asset managers
• Add value across engagements with decision-makers, champions, and users
• Deliver compelling discovery calls, product demos, and tailored proposals
• Collaborate with marketing on segmented outreach campaigns
• Cultivate long-term relationships through in-person meetings, events, and via your network
• Mentor and support the broader sales team by sharing best practices and contributing to overall success

We're looking for candidates with:

• Over 10 years of experience in sales, including at least 5 years in B2B enterprise sales within financial services
• A strong understanding of the asset and wealth management industry
• Excellent writing and communication skills, with proven ability to explain complex issues and deliver compelling value propositions
• Bachelor's degree in Economics, Finance, or related field. Advanced degree is a plus
• Strong data-driven mindset with ability to analyze and communicate pipeline progress

What we offer:

• Competitive structure that rewards performance. The salary for this position is $140,000 to $160,000 plus a commission structure that rewards success 
• Excellent benefits package. Eligibility to participate in our comprehensive benefits program including medical and dental coverage
• Flexible PTO
• Collaborative and innovative work environment
• Opportunity to have significant impact in a growing company
• Work with cutting-edge technologies

This is a full-time, in-house, and on-site position in New York City. We are an equal opportunity employer and value diversity.

Individual applicants only. U.S. work authorization is required.

HEAD OF MID MARKET SALES needed at one of our Investment Technology Data and Analytics platform clients! Hybrid 1 - 2x per week in office in NYC only. Base $200k - $250k plus performance bonus (first year guaranteed). You will be building a GTM sales team from the ground up for a new mid market vertical selling into the buy side, sell side and private markets firms. Must have experience building and leading teams selling relevant SaaS solutions into these markets, ideally a SaaS Data Platform. Experience at Snowflake or Databricks is a huge bonus. Other relevant firms include Palantir, Anthropic, BlackRock (Aladdin Data Cloud), Starburst, Alteryx, AWS, GCP and Azure.

Position Summary

The Head of Middle Market Sales will be responsible for building a new go-to-market (GTM) motion from the ground up targeting mid-market financial institutions, asset managers, private capital firms, and regional banks. This leader will recruit, develop, and manage a high-performing sales organization, define the sales playbook, and establish the commercial foundation for long-term scalable growth. This role requires a mix of strategic vision, entrepreneurial drive, and hands-on sales leadership in complex B2B technology environments within financial services.

Responsibilities:

1. GTM Strategy & Execution

- Work closely with key stakeholders to design and execute a complete go-to-market strategy for the middle market segment (including segmentation, pricing, sales motion, and channel strategy).

- Help validate the ideal customer profile (ICP) and targeted messaging, positioning, and value proposition for mid-market financial institutions.

- Partner cross-functionally with marketing, product, and customer success to align demand generation and post-sale delivery.

2. Sales Leadership & Team Building

- Recruit, onboard, and lead a new team of enterprise account executives and business development professionals from scratch.

- Build a high-performance, metrics-driven sales culture focused on accountability, client success, and continuous improvement.

- Coach and mentor sales talent on solution selling, financial data workflows, and multi-stakeholder deal cycles.

3. Pipeline & Revenue Management

- Drive predictable revenue growth through disciplined pipeline management, forecasting, and territory planning.

- Collaborate closely with revenue operations to establish performance metrics, CRM rigor, and sales process consistency.

Qualifications:

- 7+ years of experience in B2B sales leadership within financial technology. Majority of this experience should be within SaaS Data Platform High Velocity sales specifically, with a strong network across the buy side, sell side, and/or private markets.

- Proven track record of building and scaling a new High Velocity sales organization (preferably from zero to meaningful ARR).

- Deep understanding of financial data workflows — including portfolio management, risk, operations, or data management systems.

- Exceptional leadership, communication, and organizational skills; thrives in a high-growth, fast-paced environment.

- Experience working both with complex sales cycles ($250k–$2M+ ACV) and with high-velocity sales cycles ($50k - $150k+ ACV)

- Entrepreneurial mindset with strong operational discipline — equally strategic and execution-focused.

Administrative Assistant

A global investment firm is hiring for an eager Administrative Assistant to support Executives across their Investments, Communications and Events divisions. This role will help deliver high-quality experiences that reflect the organization’s brand and objectives. The successful candidate will have the ability to multitask, demonstrate foresight and collaboration, be highly responsive and have the willingness to learn and adapt in a growing, fluid environment.

Salary commensurate with experience: $75-95k base + paid overtime + discretionary bonus + fully paid benefits, 401k, PTO and additional perks

Location: This role is based in office Monday – Friday in Midtown East, NYC

Hours: 8:30am-6pm daily with flexibility as needed

Responsibilities include:

• Manage the team’s Microsoft Outlook calendars and coordinate scheduling
• Answer calls and relay messages appropriately
• Prepare and submit expense reports and assist with tracking event budgets
• Manage domestic and international travel, preparing a detailed itinerary
• Assist with maintaining project timelines
• Support event logistics and prepare event collateral
• Prepare collateral such as name badges, signage, and registration lists
• Provide on-site event support on an ad-hoc basis when needed

Seeking:

• 2–4 years of administrative support experience; financial experience a plus
• Bachelor’s degree from an accredited college or university; degree in communications, marketing, hospitality, or a related field preferred (or equivalent experience)
• Strong organizational and time-management skills with exceptional attention to detail and ability to prioritize
• Proficiency in Microsoft Office Suite (Outlook, Word, PowerPoint, Excel); familiarity with event management tools such as Splash, Cvent, or Salesforce a plus
• Ability to work flexible hours, including evenings and weekends, as required by event schedules

Please submit your resume to apply!

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