Banking and Financial Services Jobs in South Richmond Hill, NY

We represent a global asset manager looking to hire an attorney with 3-9 years of Private Equity/Investment Management experience to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management business. The position will support two registered investment advisers focused on private equity fundraising and investing. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters and wants substantial business team and client contact.

Responsibilities: Provide legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account clients.

Inside Sales Representative

Location: Manhattan, NY | Full-Time | Unlimited Earning Potential

Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture

Drive Your Success with Big Think Capital

You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results.

At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success.

About Big Think Capital

We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started.

• Named Top Business Lending Firm of 2024 by Financial Services Review
• #1 Finance Broker on Trustpilot
• Certified Great Place to Work
• A culture of collaboration, accountability, and growth

The Role: Funding Associate (Inside Sales)

As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals.

This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance.

What You’ll Do

• Engage and convert warm inbound leads from business owners nationwide
• Build relationships, identify funding needs, and present tailored financial solutions
• Manage a full sales pipeline and close deals efficiently and ethically
• Deliver consultative sales experiences that build trust and long-term relationships
• Collaborate with leadership and peers to enhance performance and process
• Consistently meet and exceed performance goals

What We’re Looking For

• 2–7+ years of sales experience (inside sales, lending, or financial services preferred)
• Proven ability to meet or exceed sales targets in a fast-paced environment
• Exceptional communication, negotiation, and relationship-building skills
• Self-motivated, entrepreneurial, and goal-driven mindset
• Team player who thrives in a collaborative, performance-driven culture
• Familiarity with financial products or B2B sales is a plus

What You’ll Get

• Uncapped commission — you control your income
• Competitive base salary plus aggressive commission structure
• Warm inbound leads and curated prospecting lists
• Full benefits package — medical, dental, vision, PTO, 401(k), and more
• Continuous training, mentorship, and professional development
• Modern office environment with advanced CRM tools and sales technology
• Clear path to advancement into senior and leadership roles

Join a Team Where Success Pays Off

At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits.

If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move.

Apply today and take your career to the next level with Big Think Capital.

Title: Senior Associate, Private Equity

Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.

Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:

• Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
• Currently based in or able to relocate to New York area
• Sector experience across healthcare, technology, business services and/or consumer

• Lucrative Base + Commission Package!
• Excellent Benefits - 100% Medical Coverage for Employee + Family!
• Generous PTO Package!
• Profit Sharing Bonus!
• Fantastic Culture and Work/Life Balance!
• Room for Advancement!

• Develop and execute strategic plans to achieve sales targets and expand our customer base.
• Manage and build a team of Account Executives
• Build and maintain strong, long-lasting customer relationships by partnering with them and understanding their needs.
• Identify emerging markets and market shifts while being fully aware of new products and competition status.
• Effectively communicate the value proposition through proposals and presentations.
• Understand category-specific landscapes and trends, reporting on the forces that shift strategic directions of accounts.
• Prospect for potential new clients and turn this into increased business.
• Work with the team to develop proposals that meet the client’s needs, concerns, and objectives.
• Handle objections by clarifying, emphasizing agreements and working through differences to a positive conclusion.

• At least 8+ years of executive sales leadership with a focus on B2B sales
• Experience leading and building sales divisions
• Experience within Renewables, Energy, Industrial Data, or Instrumentation experience
• BA/BS degree or equivalent.
• Experience navigating complex and consultative sales cycles
• Willingness to travel 25-50% to client sites and events

Our client is a financial services firm seeking a Recruiting Associate to join the team.

Responsibilities:

• Work closely with candidates, recruiters, and internal stakeholders of all levels to schedule and confirm interviews. These can be virtual as well as face-to-face / on-site interviews
• In charge of helping with operations and process improvements
• Work with senior level members of the HR team to create a positive candidate experience
• Communicate clearly and timely with candidates and hiring managers about schedules and changes if and when they occur
• Manage interview processes in the Applicant Tracking System
• Asisst with working with hiring managers, extending offers, speaking with candidates
• Perform administrative support functions as necessary for the Recruiting team

Qualifications:

• 2+ years of recruitment support experience or HR experience
• Bachelor's degree required
• Experience with a high-volume recruitment process
• Able to prioritize your tasks in an ever-changing, dynamic environment where no day is like the previous.

The annual base salary range is $100,000 to $150,000. Actual compensation offered to the successful candidate may vary from posted hiring range based upon geographic location, work experience, education, and/or skill level, among other things. Details about eligibility for bonus compensation (if applicable) will be finalized at the time of offer.

We are seeking a high-caliber Vice President or Senior Vice President to join a leading global alternative asset manager as a Product Specialist. This is a pivotal, client-facing role within the Investment Specialist team, focused on driving fundraising and business development for a premier Infrastructure, Renewable Power, and Energy Transition platform.

As an expert on the firm’s flagship and specialized fund offerings, you will serve as the bridge between the investment desks and the global investor community. This role offers significant exposure to institutional investors, consultants, and private wealth channels across the Americas, EMEA, and APAC.

Key Responsibilities

• Subject Matter Expertise: Act as the primary technical resource for Infrastructure and Transition strategies. Attend internal investment and asset management meetings to translate complex deal flows into compelling narratives for the market.
• Global Fundraising: Lead and participate in global roadshows, investor conferences, and bespoke prospect meetings. You will be a key face of the firm, requiring frequent international travel.
• Strategy & Product Launches: Partner with senior leadership to design and execute fundraising strategies for new product launches, ensuring momentum and high-quality market positioning.
• Investor Relations & Messaging: Collaborate with Relationship Managers (CRMs) to refine product messaging, ensuring it resonates with diverse investor profiles and evolving market conditions.
• Content Partnership: Work closely with Marketing and Fundraise Management teams to create high-impact investor materials, including technical presentations, white papers, and market commentaries.
• Strategic Growth: Support the build-out of new distribution capabilities, researching new markets, investor types, and innovative product structures.

The Ideal Candidate

• Experience: 7+ years of professional experience within Real Assets. Backgrounds in Investing, Asset Management, Investment Banking, or Investor Relations are highly preferred.
• Communication Mastery: Exceptional ability to distill technical, complex investment concepts into clear, persuasive communications for a sophisticated client base.
• Relationship Focus: Proven track record of building and maintaining long-term trust with institutional or private wealth investors.
• Commercial Acumen: A self-starter who proactively identifies market opportunities and possesses the "follow-up" discipline required for long-lead fundraising cycles.
• Collaborative Mindset: Ability to navigate a high-performance, matrixed environment and work seamlessly across investment, marketing, and legal teams.

About Us

At Biz2Credit, we seek individuals who are eager to join a dynamic and innovative fintech company on a mission to transform the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.

As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions. One of them is our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.

But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.

So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.

About the Role:

The UX Designer will play a key role in shaping the user experience of Biz2X, our enterprise SaaS lending platform used by banks and financial institutions. You will translate complex financial workflows into intuitive, elegant, and scalable experiences. This role partners closely with Product, Engineering, Data, Sales, and Marketing to uncover customer needs, define value, and deliver solutions that are usable, viable, and impactful.

You will work across both Biz2Credit (small business lending) and Biz2X (enterprise SaaS), engaging directly with clients and internal stakeholders to design workflows, interfaces, and systems that improve speedtodecision, operational efficiency, and borrower experience.‑to‑decision, operational efficiency, and borrower experience.

Responsibilities

• Build UX design across the full product lifecycle—from discovery and ideation to detailed design and implementation.

• Collaborate with cross functional teams to define user journeys, workflows, and interaction patterns. ‑functional teams to define user journeys, workflows, and interaction patterns.

• Create wireframes, prototypes, user flows, and design documentation that clearly communicate intent.

• Use data, user research, and competitive insights to inform design decisions and validate hypotheses.

• Contribute to and evolve our design system to ensure consistency, scalability, and efficiency.

• Partner with engineering to ensure high‑quality implementation and maintain design integrity.

• Facilitate alignment across teams and clients through clear communication, storytelling, and influence.

• Drive continuous improvement of the Biz2X experience across modules and markets.

Qualifications

• 1-3 years of experience in UX/Product Design, preferably in SaaS or enterprise software.

• Strong portfolio demonstrating complex workflow design, interaction design, and modern UI execution.

• Proficiency with Figma, Sketch, Adobe XD, or similar design tools.

• Experience working with design systems and component libraries.

• Understanding of UX research methods and how to apply insights to product decisions.

• Familiarity with front‑end technologies and how designs translate into development.

• Experience working in agile product environments.

• Strong visual, written, and verbal communication skills.

• Ability to think logically, structure ambiguity, and design for both user value and business outcomes.

• Experience with Jira, Asana, GitHub, or similar collaboration tools.

• Experience designing for SaaS products; fintech or lending experience is a strong plus.

• Experience collaborating with offshore development teams.

• Exposure to AI/ML‑driven features or data‑powered workflows is a plus.

• Experience with A/B testing, experimentation, and hypothesis-driven design.

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

The Reception Services 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 Solutions 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.

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.

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.