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We are looking to hire a Senior Credit Fund Accountant for a $10B Credit Hedge Fund based in Midtown, NYC. This is a role open due to growth, given the fund's strong performance, and will be working on a wide array of responsibilities including IR, Trade Support, Performance Analysis, and new technology initiatives in the organization.

This is a lean back office team that works together closely - and has a very collaborative nature. This is the opportunity to work in a growing organization with a strong track record of promoting from within. This could be a fantastic opportunity for a public accountant or hedge fund accountant to dive deep into one of the investment industry's hottest assets, credt.

This role is 3 days a week in office.

Responsibilities Include:

• Prep and review monthly internal performance and NAV estimates
• Review P&L monthly and reconcile with internal systems and fund admins
• Assist the fund administrators on month-end close, investor allocations, capital statements, and supporting schedules
• Assist VP with coordinating with auditors on SOC 1 Testing, and yearly audits
• Provide performance analytics to senior leadership and IR/Marketing teams
• Partner with IR on subscription and redemptions, investor statements, performance estimates, and various ad hoc requests and projects
• Coordinate management company activity, and fee processing
• Support tax prep with internal and external teams
• Numerous ad hoc projects ranging from tech enhancements, new fund set up, control and workflow review, or others

Requirements:

• CPA Preferred
• At least 3 years in public/fund accounting - hedge fund experience highly preferred
• Strong Excel skills
• Product knowledge of securities and derivatives highly preferred

Taurus is representing one of Connecticut's premiere hedge funds. They are adding a fund accounting professional to support their public funds accounting. This will work on a variety of strategies, including a REIT and a registered investment company (RIC) focused on fixed income products. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with over $10B in AUM, and 25+ years of strong performance in the market.

Responsibilities:

• Collaborate with fund administrators to manage the company's financial records
• Create the financial and management reports
• Manage data for the PMS
• Review and manage expense budgets and projects related to expense projections and deal allocations
• Prepare regulatory reporting, annual investor reports and assist with investor presentations, inquiries, and requests
• Work on 10K and 10Qs
• Work closely with tax team to prepare deliverables and support for compliance
• Work on balance sheet P&L for the loan portfolios, as well as financial statements

Requirements:

• 2-5 years of experience in public accounting, private accounting, or public/private mix
• Bachelors degree in accounting and/or finance
• Experience with alt asset management accounting required, experience with REIT or RIC accounting strongly preferred
• Understanding of fixed income, loans, derivatives and MBS preferred
• Strong Excel skills
• CPA preferred

A stellar opportunity for a strong public accountant just opened up in Greenwich! A $15B hedge is adding a fund accounting professional to support their fast growing team.

This will focus primarily on the fund's private hedge funds, and work in a project oriented role collaborating with IR, FP&A, Valuations and Operations. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with strong name recongition and a pattern of promotion from within.

Responsibilities:

• Create the financial and management reports
• Manage daily NAVs as well as other daily/weekly/monthly reporting
• Handle PNL calculations, allocations, and incentive fee calculations.
• Work closely with traders to reconcile trade breaks and settlements
• Collaborate with tax team on year end tax-return information and tax projections throughout the year
• Help develop accounting policies and implement automation and AI integrations
• Review and manage expense budgets and projects related to expense projections and deal allocations
• Handle cash/position management - reviewing margin requirements and daily cash flows
• Work closely with tax team to prepare deliverables and support for compliance
• Assist with PMS data management and integration

Requirements:

• 2-4 years of experience in public accounting, private accounting, or public/private mix
• Bachelors degree in accounting and/or finance
• Strong Excel skills
• CPA preferred

Taurus is representing a fast growing fintech firm based in NYC that is looking to bring on an Email Marketing Specialist. This innovative organization focuses on the RIA market to deliver unique financial products that are less easily accessible. With well over $1T in assets under management, and a lean team, this is an opportunity to be apart of a rapidly scaling start up that is changing the wealth advisory space.

This is a data-driven role that will work on B2B and B2B2C email marketing. The ideal professional will have strong knowledge of HubSpot, and knowledge of how to improve performance in all aspects of email marketing. Someone that cares about engagement, conversation and loves numbers will be the ideal profile. This position will bring a creative mindset to messaging while also working with reporting tools and data teams to make actionable moves. This role will report into the Head of Marketing Analytics.

Responsibilities:

• Manage outbound email marketing campaigns (organic and paid)
• Collaborate with vendors such as third party list services and media properties
• Own the email calendar and manage the mailing schedule to different parties
• Provide support on paid and organic LinkedIn posts alongside the PR and content teams
• Work closely with sales of targeting leads, assisting with follow up and work consistently towards improvement
• Ad hoc cross-functional projects

Qualifications

• Bachelors degree
• 5+ years of marketing experience
• 2+ years in email marketing
• HubSpot experience preferred
• Experience working in financial services - wealth management preferred

Due to the nature of this role - candidates must be able to pass a fingerprint background check to qualify as a fingerprinted person under FINRA - additional regulatory screenings may apply

Taurus is representing a $10B hedge fund headquartered in NYC. They are adding a fund accounting professional to support their fast growing team. This will focus primarily on fixed income products, with some exposure to OTC derivatives and FX. This is a fantastic opportunity for an early career fund accountant looking to work at a world-class organization with over $10B in AUM, where there is opportunity to become an expert accountant, and gain exposure to the trading desk.

Responsibilities:

• Create the financial and management reports
• Manage daily NAVs as well as other daily/weekly/monthly reporting
• Manage data for the PMS
• Work closely with traders to reconcile trade breaks and settlements
• Collaborate with fund administrators to manage the company's financial records
• Review and manage expense budgets and projects related to expense projections and deal allocations
• Handle cash/position management - reviewing margin requirements and daily cash flows
• Work closely with tax team to prepare deliverables and support for compliance
• Work on balance sheet P&L for the loan portfolios, as well as financial statements

Requirements:

• 2-5 years of experience in public accounting, private accounting, or public/private mix
• Bachelors degree in accounting and/or finance
• Understanding of fixed income, OTC derivatives and/or FX products a big plus
• Strong Excel skills
• CPA preferred

Key Responsibilities:

1. Due Diligence - Lead due diligence efforts on renewable energy investments, encompassing financial, technical, legal, and environmental assessments. Collaborate with external advisors and experts to conduct in-depth analyses. Assess the potential risks and opportunities associated with each investment.
2. Financial Modeling and Valuation - Develop and maintain advanced financial models to assess the financial performance and potential returns of renewable energy investments. Perform valuation analyses and sensitivity testing to support investment decisions.
3. Transaction Execution - Play a key role in structuring and negotiating investment transactions. Work closely with legal and financial teams to draft and review transaction documents. Coordinate with deal counterparts to ensure efficient deal closure.
4. Market Research and Strategy - Stay updated on renewable energy industry trends, regulatory changes, and market developments. Contribute to the development of investment strategies based on market insights.

Qualifications

• :Bachelor's degree in Finance, Business, Economics, or a related field (MBA preferred)
• .Relevant experience in Private equity, Investment Banking, or related fields
• .Strong financial modeling and valuation skills
• .Knowledge of the renewable energy sector and its technologies
• .Exceptional analytical and problem-solving abilities
• .Excellent communication and presentation skills
• .Strong teamwork and interpersonal skills

We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.

✅ 12+ years in public accounting

✅ CPA or JD required

✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)

✅ Proven leadership & business development experience

✅ Boston-based

This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.

We’re working with a nationally recognized public accounting firm seeking a Tax Partner to lead and grow its Life Sciences & Pharma tax practice.

✅ 12+ years in public accounting

✅ CPA or JD required

✅ Strong technical background in Federal/Corporate Tax (S Corps, C Corps, Partnerships)

✅ Proven leadership & business development experience

✅ Boston-based

This is a high-impact, client-facing leadership role with room to shape a growing specialty practice.

About the Role

The Senior Manager, Regulatory Reporting – Y‑14 Production is accountable for the end‑to‑end quality, control, and credibility of the Bank’s FR Y‑14Q and FR Y‑14M regulatory submissions. This is a hands‑on leadership role for someone who enjoys owning outcomes, leading teams through complex reporting cycles, and ensuring results are accurate, well‑controlled, and fully defensible.

Responsibilities:

Regulatory Reporting Execution

• Lead the full production lifecycle for FR Y‑14Q and FR Y‑14M, including data intake, aggregation, review, validation, and submission
• Ensure all submissions are complete, accurate, timely, and compliant with Federal Reserve instructions
• Maintain a deep understanding of key schedules, methodologies, data dependencies, and drivers of change

Drive Quality and Credibility

• Perform and lead robust pre‑submission variance, trend, and reasonableness analysis
• Ensure material movements are well understood, documented, and clearly explainable
• Identify and resolve data, logic, model feed, or process issues prior to submission
• Provide clear production sign‑off confirming results are reasonable and known risks are understood

Strengthen Controls and Governance

• Execute and maintain a strong control framework over FR Y‑14 reporting
• Partner closely with Quality Assurance, second‑line risk teams, and Internal Audit
• Support effective issue identification, tracking, and remediation
• Ensure controls remain effective as systems, processes, and automation evolve

Lead and Develop the Team

• Manage and develop a team of 5 people responsible for FR Y‑14Q/M production
• Set clear expectations around ownership, review standards, and escalation
• Foster a culture of accountability, professional judgment, and continuous improvement
• Reduce key‑person risk through cross‑training, documentation, and standardized practices

Support Change and Modernization

• Lead process improvement and automation initiatives in partnership with Finance, Risk, and Technology
• Ensure appropriate testing, validation, and parallel runs for production changes
• Balance efficiency gains with regulatory expectations and control integrity

Engage with Regulators and Auditors

• Support regulatory exams, internal audits, and management requests related to FR Y‑14 reporting
• Ensure documentation and workpapers are consistently audit‑ and regulator‑ready
• Communicate issues, risks, and resolutions clearly and professionally

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field
• 8–12+ years of experience in regulatory reporting, capital reporting, or related finance roles within a financial institution
• Direct, hands‑on experience with FR Y‑14Q and FR Y‑14M production
• Strong understanding of regulatory reporting controls, data dependencies, and reporting processes
• Experience explaining regulatory results and issues to regulators, auditors, or senior management
• Proven people leadership experience in a deadline‑driven, highly regulated environment
• Familiarity with analytics, reporting, or automation tools such as SQL, Python, Alteryx, GCP/BigQuery, Tableau, or Power BI

** This individual can sit in the Cleveland, Buffalo, Columbus, Chicago, or Pittsburgh office**

Responsibilities

• Underwriting accounts according to applicable regulations, procedures, and guidelines. Reviews financial statements, communicates with clients or prospects, and performs analysis to recommend credit grades and appropriate loan structuring. Ensures all involved parties are updated on underwriting progress and outcome.
• Sources, compiles, and interprets financial data to support structuring and approval of loans. Reviews industry information and comparisons, key risks and mitigants, and collateral to form a general business overview of the borrower.
• Identifies risks through reviews, analysis, and research of new and existing middle market loans.
• Present and support credit analysis findings to peers, management, and risk committees.

Qualifications

• Bachelors Business, Finance, Economics
• Completion of a formal credit training program preferred
• Must have exposure to Middle-Market Names - specifically Corporates & ABL
• Cash flow analysis
• Commercial Leasing and Lending including operating leases and term loans
• Experience with financial analysis modeling

Qualifications and Skills

• 5+ years of experience in portfolio risk, market risk our counterparty credit risk
• Must have direct exposure to CCAR
• Direct experience with Rates & FX products
• Experience with PFE, EPE, EAD, collateral and netting structures, and quantitative exposure outputs
• Professional exposure to Python & data visualization tools are a plus
• Bachelor’s or Master's degree in Finance, Mathematics, Engineering (or a related quantitative field)
• CFA or FRM certification are a plus

Our client is a massive retail bank looking to build out their model risk function as they roll out a new slate of product offerings. This position would oversee the governance of the first line, model development function including enhancements to existing models. This incumbent will assure that models adhere to regulatory standards such as CCAR and CECL. This client is growing across the enterprise and will offer an great opportunity for career growth and management responsibilities

Responsibilities:

• Work closely with data science teams to provide guidance on model development best practices.
• Lead model risk management efforts for CECL and loss forecasting models including submission or reports to be submitted to audit.
• Provide independent reviews and challenges of models and identify areas for enhancement.
• Manage a small team of 2-3 direct reports.
• Effectively communicate outcomes of model risk management to internal stakeholders and third-party vendors.

Requirements:

• Master's degree or above in any quantitative fields such as Mathematics, economics, statistics, computer science, etc.
• Excellent written and verbal skills.
• 10+ years of experience in retail banking or consumer lending.
• 7 years of model risk management exposure.
• 2+ years of experience managing a team
• Working knowledge of statistical and machine learning techniques and methodologies.

We are seeking an experienced quantitative risk leader to drive the design, development, and implementation of a next-generation fixed income analytics platform. This is a unique opportunity to shape the future of bond and structured product risk management within a leading global investment banking and capital markets firm.

Responsibilities:

• Lead the end-to-end development of a production-grade bond analytics library covering cash and structured products.
• Design and implement models for pricing, risk measurement, sensitivities, VaR, and stress testing.
• Build scalable quantitative infrastructure and risk analytics frameworks for enterprise-wide use.
• Partner closely with Risk, Trading, Technology, and Model Validation teams to deliver robust analytics solutions.
• Ensure models and analytics frameworks meet evolving regulatory and governance requirements.
• Mentor and develop quantitative talent while fostering a culture of innovation and technical excellence.

Requirements:

• 10+ years of experience in quantitative analytics, risk modeling, or financial engineering.
• Deep expertise in fixed income, credit products, market risk, and structured products.
• Proven track record of leading teams and delivering complex quantitative platforms.
• Strong programming skills in Python and experience developing production-quality quantitative libraries.
• Solid understanding of regulatory frameworks including Basel, RWA, CCR, and related market risk requirements.
• Experience with cloud technologies (AWS/Azure) is a plus.
• Advanced degree in Finance, Mathematics, Engineering, Physics, or a related quantitative discipline; CFA preferred.

Overview

This role is with a large bank in their corporate treasury team. There are two openings both at the VP and AVP level (anyone around 4-10 years experience). You'll need experience in various aspects of balance sheet management including: NII forecasting, IRR management, FTP, and more.

Responsibilities

• Advise on execution strategy as well as development of programs and strategic initiatives
• Anticipate business and regulatory trends and risks
• Provide advisory services to executives and business leaders
• Analyze interest rate risk and provide strategic decisions on banks balance sheet
• Daily forecasting of NII and FTP

Qualifications

• 4-10 years of experience preferably in a bank or consulting setting in a corporate treasury or treasury risk function
• Good communication skills
• Experience in ALM touching on either strategy, NII/EVE, IRR, or FTP

We are seeking a Vice President, Data & AI Risk Oversight to support the governance and risk management of AI and Generative AI initiatives across the organization. As part of the second line of defense, this role will provide independent oversight, challenge, and advisory support to ensure AI-related risks are effectively identified, assessed, monitored, and controlled.

The successful candidate will partner with business, technology, data, compliance, and risk stakeholders to strengthen AI governance, enhance risk management practices, and support the responsible adoption of emerging technologies.

Key Responsibilitie

• Provide independent oversight and challenge of AI and GenAI use cases, governance processes, and controls
• Support the development and enhancement of the AI Risk Management Framework, including risk assessment, monitoring, reporting, and escalation
• Review AI-related policies, standards, controls, risk assessments, and key risk indicators
• Partner with stakeholders to identify control gaps, drive remediation efforts, and strengthen AI governance practices
• Support AI risk reporting and presentations for senior management and governance committees
• Monitor emerging AI regulations, industry guidance, and evolving risks related to AI, data, privacy, cybersecurity, and third-party technologies

.

Qualificatio

• 7+ years of experience in AI risk, technology risk, model risk, data governance, or operational risk within financial service
• Strong understanding of AI/ML and Generative AI risks, governance frameworks, and control
• Experience with AI governance, model lifecycle management, risk assessments, and GRC or governance platform
• Strong communication, stakeholder management, and presentation skill
• Bachelor's degree required; advanced degree and relevant certifications preferred.

A leading Financial Institution, is looking for an AVP to join their growing Broker Dealer Regulatory Reporting team. This firm is offering, great work life balance and hybrid work out of their NYC office.

Job Responsibilities:

• Preparation of the daily net capital (15c3-1) and customer reserve formula (15c3-3)
• Assist with the monthly Focus filing
• 17H Risk Assessment Filing – quarterly preparation and analysis
• Other FINRA Reporting – preparation and analysis

Job Qualifications

• Undergraduate degree with 5+ years of experience in the Financial Services industry, preferably in a role working with the daily net capital (15c3-1) or customer reserve (15c3-3) calculations from a preparation or operational standpoint
• Experience working in Accounting, Finance, or Project Management is ideal
• Ability to build strong internal and external relationships

Sales Director – West Coast | Remote

Our client is a high-growth financial technology company that partners with independent Registered Investment Advisors (RIAs) to help them better serve their clients. Their platform provides access to best-in-class financial products through intuitive, scalable technology and is used by hundreds of advisory firms across the US.

They are hiring a Director of BD to own and grow their presence across the western US. This is a unique opportunity to join as the sole sales representative in the region at a well-backed company with strong product-market fit and ambitious growth plans

The Role

You'll own the full sales cycle — from prospecting and pipeline management through to close and client activation — while also managing and growing relationships within an existing book of business. You'll work cross-functionally with relationship management, marketing, and product teams and represent the company at industry conferences and client meetings across your territory.

What We're Looking For

• 8+ years of sales experience in financial services or fintech
• Proven track record selling to or working with independent RIAs
• Series 7 licensed, or willing to obtain within 60 days of joining
• Based in the western US — CA, TX, CO, or AZ (California preferred)
• Self-starter comfortable working with autonomy in a remote environment

Job Description

• Evaluation of early warning indicators and limits of liquidity risk framework for Broker Dealer
• Monitor internal liquidity stress test position for Broker Dealer
• Analyses of changes in Securities Balance Sheet
• Periodic evaluation of liquidity framework including review of liquidity frictions, and recovery and resolution plan
• Evaluation liquidity risk changes of OTC and Exchange Traded derivatives including IR Swaps, FX Forwards, Cross Currency Swaps, Options, and Credit Derivatives
• Work with modeling team to calibrate liquidity risk drivers
• Lead strategic enhancements to regulatory reporting
• Participate in product specific regulatory exams and provide responses

Qualifications

• 6+ years of experience in Liquidity Management or Liquidity Risk covering broker dealer or markets related products
• Experience in ILST assumptions, LCR/NSFR analysis
• Willing to come in 4 days a week to the office

About the Company

My client, a Leading Investment Bank is looking for an experienced finance professional to join the Product Control team responsible for daily P&L validation, attribution, reporting, price testing and other ad hoc analytical functions. The successful candidate will be involved in internal controls, process efficiency, and finance transformation projects. The candidate will also document department-level policies and procedures and manage the EUC (End User Computing) control process for critical spreadsheets.

About the Role

Manage the processes around daily P&L validation, explanation, and reporting for interest rate and XVA desks. Actively engage in the enhancement of the independent price verification framework for rates derivatives products and xVA. Lead creation/automation of templates and enhancing the controls around P&L reporting.

Responsibilities

• Manage the processes around daily P&L validation, explanation, and reporting for interest rate and XVA desks.
• Actively engage in the enhancement of the independent price verification framework for rates derivatives products and xVA.
• Lead creation/automation of templates and enhancing the controls around P&L reporting.
• Assist with transformation efforts to modernize the company's financial infrastructure.
• Monitor trading activity for ad-hoc valuations and trade reserves and work with partners to ensure accuracy of financial statements.
• Document new policies and procedures.
• Review and manage Volcker Reporting requirements.

Qualifications

• Bachelor’s degree in accounting or finance or equivalent field of study.
• CPA, CFA, or FRM is a plus.
• 10+ years of combined experience in financial services audit or capital markets advisory or fixed income product control.
• Derivatives experience required. Experience in Rates business or xVA is an advantage.
• Working knowledge of product control processes, trade lifecycle, and proper internal controls framework within capital markets fixed income or advisory.
• Knowledge of derivatives and other financial instruments per US GAAP.
• Leadership skills with proven ability to mentor and train junior staff.
• Proficiency in Excel, including working knowledge of advanced functions.
• Ability to work with big data and understand system architecture.

One of our largest financial services clients is hiring a VP - Quantitative Modeling to sit within their credit risk analytics group. This role will be responsible for designing, developing, testing, and maintaining and enhancing a variety of model types focused on credit ratings and loss forecasting for the commercial banking division. As a liaison from the first line to the second line of defense, this position will interface with leaders across the organization.

RESPONSIBILITIES:

• Lead quantitative research efforts related to model development methodologies, deployment and monitoring responsibilities.
• Develop models specific to commercial credit rating/ loss forecasting.
• Perform risk analysis to support initiatives across the enterprise.
• Liase with second line of defense to develop benchmark models
• Assure models adhere to federal regulatory requirements. (CCAR, CECL)
• Maintain key data source for groups model development and quantitative analyses

QUALIFICATIONS:

• Master’s degree in any STEM related field
• 7+ years of experience in financial market risk management, specifically with fixed income products.
• Strong analytical skills and innovative problem-solving skills.
• Expert proficiency in programming languages Python, C++, Java and familiarity with SQL.
• Experience modeling fixed income, including treasury or mortgage security
• Excellent communication skills

Audit Senior Manager - New York

High-growth firm seeking a Big 4 or Top 10 Audit Senior Manager with life sciences and public company experience. Clear 2–3 year path to Partner within an entrepreneurial, high-performing team.

About the Role

Leading Investment Bank is looking for a VP, Capital Reporting to join the Capital Analytics team. The candidate will support calculation of RWA relative to Basel Rule for both credit and market risk. The VP, Capital Reporting will also work closely with key partners leading the RWA transformation efforts such as calculation automation, changes related to Basel III Endgame readiness, CCAR, SA-CCR as well as work with regulatory policy to interpret rule changes.

The VP, Capital Reporting will play a crucial role in supporting the calculation of RWA and ensuring compliance with regulatory requirements.

Responsibilities

• Calculate quarterly capital ratios and credit and market risk weighted asset calculation for the Bank Holding Company.
• Analyze Basel RWA Reporting based on US Regulatory requirements.
• Test case reviews and user acceptance testing of the calculation engine automation.
• Work with IT on systems implementation.
• Improve governance, efficiency and control through process optimization, and proactively identifying and remediating areas of regulatory deficiencies.
• Identify opportunities for automation, increased transparency, and enhancement of business processes.

Qualifications

• Bachelor’s degree in finance, accounting or similar discipline.
• 8+ years of related work experience.
• RWA calculation experience necessary

My client is looking for a Strategic Account Executive to hunt for new business and grow its existing client base. In this role, you will identify new opportunities while maximizing customer benefits and the adoption of our software platform. The Strategic Account Executive will be responsible for fostering long-term relationships, procuring associated renewals, and turning critically important accounts into deeply engaged, strategic partners. Joining us will give new team members an opportunity to work with a very talented leadership team of executives.

What You’ll Need

• Minimum 4+ years of hunting experience into the private equity space
• Strong interpersonal communication skills and the ability to achieve set goals and deadlines
• Ability to pick up new technologies easily
• Good understanding of Excel, financial modeling and financial reporting
• Experience with Salesforce or other com platforms
• Prior experience in closing sales deals at the executive level a plus

Responsibilities:

• Understand overall regulatory capital management framework and run capital outlook process within this framework and recommend capital actions and strategies
• Deeply involve in various aspects of BAU capital forecasting and management efforts by accurately forecast capital ratios and timely produce action driven senior committee materials to contribute to achieve desired capital ratio targets
• Deeply involve in multiple capital planning productions cycles including plan and CCAR; partner with various workstreams including balance sheet, PnL and Liquidity to deepen understanding of capital drivers and develop capital plan
• Partner across Finance organization to enhance capital forecasting capabilities and improve various capital forecasting processes and methodologies
• Opportunities to lead capital forecasting tool automation; Partners GPO colleagues and technology functions to enhance the functionalities of the tool under development
• Lead projects to enhance capital forecasting governance and controls including enhancing methodology development and documentation

Qualifications:

• Relevant experience in regulatory capital management, regulatory reporting, FP&A, Accounting Control, Risk or Treasury functions
• Strong analytical mindset with curiosity for knowledge, not only in capital but also in Basel Risk, balance sheet management, and liquidity management etc.
• Ability to manage multiple projects independently and develop reports and presentations for a variety of different audiences
• Strong ability to work collaboratively across many different groups in different regions
• Strong presentation skills

Business Development Leader (BDR Manager)

NYC (Hybrid)

We’re partnering with a high-growth fintech platform hiring its first Business Development Leader to build and scale outbound pipeline.

This is a player-coach role — you’ll lead a team of BDRs while owning strategy, execution, and performance of the outbound motion.

What You’ll Do

• Lead, coach, and scale a team of BDRs
• Own outbound strategy across calls, email, and social
• Set and track KPIs (activity → meetings → pipeline)
• Partner with sales & marketing to drive pipeline generation
• Hire and develop new talent as the team grows
• Be hands-on in day-to-day execution and coaching

What They’re Looking For

• 3–6 years B2B sales experience (SaaS / fintech / data preferred)
• 1+ year leading or mentoring BDRs
• Strong outbound experience (call + email cadences)
• Data-driven and comfortable managing to metrics
• High-energy, hands-on leadership style

Why It’s Interesting

• First leadership hire in business development
• Real ownership of outbound strategy + team build
• High-growth environment with strong product traction
• Clear path into senior sales leadership

Role Focus:

• Collaborate with FP&A, Strategy & Transformation, and Risk teams to define requirements for a Financial Aggregation tool supporting the balance sheet.
• Lead the Financial Aggregation workstream for CCAR, establishing operational processes with robust controls.
• Serve as business owner for the tool, driving collaboration with Technology for successful deployment.
• Design and implement a conceptual framework and tactical plan for FRM
• Work closely with ALM, Liquidity Management, and Capital Management teams to refine methodologies and automate processes.

Background:

• Minimum 5 years of Finance or Technology experience, including experience modeling or managing complex financial products.
• Strong capability to collaborate with multiple teams to deliver complex products.
• Ability to manage multiple priorities and deliver results on time under limited supervision and direction.
• Prior experience in Liquidity Coverage Ratio , Net Stable Funding Ratio , Internal Liquidity Stress Testing, or Funds Transfer Pricing.

About the Company

Our client is a fast-growing, AI-enabled software company building modern workflow and modeling tools for institutional investment teams. The platform replaces manual, spreadsheet-driven processes with standardized, auditable, and scalable solutions that support complex financial decision-making.

Used by sophisticated investment professionals across private markets and advisory firms, the product sits at the intersection of high finance and modern technology—helping teams move faster, reduce risk, and focus on judgment rather than mechanics.

The company is scaling rapidly and is investing across product, engineering, customer enablement, and commercial teams.

About the role - Hybrid Account Manager (Private Markets)

This Hybrid Account Manager role sits between account management, customer success, and commercial growth.

You’ll own relationships with institutional investment teams, guide customers through onboarding and adoption, and identify opportunities to expand usage across the firm. You’ll manage engagements end-to-end—from initial conversations and training through to embedding the platform into live deal workflows.

You’ll work directly with senior investment professionals, translating their existing processes (often Excel-based) into a modern, scalable system. This role is well suited for someone who enjoys staying close to the deal process but wants to help build and scale a technology business.

Key Responsibilities

• Own and manage relationships across a portfolio of institutional investment clients and active prospects
• Lead onboarding, training, and workflow design for new teams adopting the platform
• Act as the primary point of contact for customers throughout the lifecycle, from initial rollout through expansion
• Partner with senior investment professionals to understand their workflows and identify areas of deeper value
• Proactively uncover expansion opportunities by staying close to deal teams and usage patterns
• Support early-stage conversations with new firms evaluating the platform, from first introduction to successful deployment
• Collaborate cross-functionally with product and engineering to feed real-world client insight into roadmap decisions
• Develop deep expertise in private markets workflows, financial modeling, and how software improves deal execution

What We’re Looking For

• 2–4+ years of experience in private equity, investment banking, or a closely related finance role
• Strong grounding in financial modeling and deal analysis, with a clear understanding of private markets workflows
• Comfort owning client relationships and operating in a customer-facing role
• Strategic thinker with the ability to translate customer feedback into actionable insights
• Clear, confident communicator capable of engaging senior investment professionals
• Curious, proactive, and comfortable in a fast-moving, early-stage environment
• Exposure to financial software or technology platforms is a plus

Compensation & Equity

This is a full-time role offering:

• Competitive base salary
• Uncapped variable cash compensation tied to individual performance
• Meaningful equity participation in an early-stage, high-growth business

About the Company

We’re a rapidly growing data and insights platform powering decision-making across the renewable-energy and infrastructure finance sectors. Our intelligence tools and events connect developers, investors, and advisors with the market information they need to fund, build, and manage clean-energy projects across North America and Europe.

The Role

As an Account Manager, you’ll own a portfolio of clients and play a central role in retention, renewal, and expansion. You’ll work closely with customers to ensure they’re extracting maximum value from the platform—renewing subscriptions, identifying growth opportunities, and deepening engagement. This position is ideal for someone who enjoys consultative sales, client strategy, and data-driven storytelling within a high-growth, mission-driven environment.

Key Responsibilities

• Manage a defined book of clients across the energy and finance ecosystem.
• Proactively engage accounts to drive adoption, satisfaction, and renewal.
• Identify upsell and cross-sell opportunities for additional licenses and bolt-on offerings.
• Collaborate with internal teams to ensure seamless client experience and solution delivery.
• Maintain visibility of renewal pipeline and track client health metrics.
• Deliver quarterly business reviews highlighting ROI and platform impact.

What We’re Looking For

• 2–5 years’ experience in Account Management, Customer Success, or B2B SaaS renewals.
• Background in energy markets, data analytics, or subscription-based media preferred.
• Proven ability to manage renewals, drive client retention, and grow existing accounts.
• Strong communication and relationship-building skills across senior client stakeholders.
• Entrepreneurial mindset and comfort working in a fast-paced, collaborative environment.

Why Join

• Direct impact on the clean-energy transition.
• High-growth company culture with meaningful autonomy.
• Competitive compensation and clear career progression.
• Fully remote flexibility across the United States.

B2B SaaS • Renewable Energy • Account Manager • Customer Success • Data Intelligence • Energy Transition • CleanTech • Subscription Sales • Upsell • Renewals • Client Retention • Remote Jobs USA

Account Executive – WealthTech / FinTech (RIA Focus)

A fast-growing financial technology company is looking to add an Account Executive to its sales team. This role will focus on developing relationships with independent wealth management firms and financial advisors, expanding adoption within existing clients while also driving new business.

This is an opportunity to join a collaborative and fast-moving team building technology solutions for the wealth management industry.

About You

You are a highly motivated sales professional with a passion for finance, technology, and relationship-driven sales. You thrive in fast-paced environments and enjoy working closely with clients to understand their needs and deliver solutions that create long-term value.

You are organized, proactive, and able to manage multiple priorities while maintaining a strong focus on results. You are comfortable working both independently and collaboratively with internal teams including marketing, product, and client success.

About the Role

As an Account Executive, you will work directly with wealth management firms and independent financial advisors, helping them adopt technology solutions that improve how they serve their clients and manage their businesses.

You will manage the full sales cycle—from prospecting and discovery through implementation and client adoption—while partnering with internal teams to support long-term client success.

Key Responsibilities

• Own and manage the full sales cycle from prospecting through closing and client onboarding
• Build and maintain relationships with wealth management firms and financial advisors
• Expand adoption within existing clients while identifying and developing new business opportunities
• Work closely with marketing and business development teams to convert inbound and outbound opportunities
• Maintain an accurate pipeline and manage sales activity through CRM systems
• Collaborate with internal teams to share client feedback and inform product and growth strategy
• Represent the company at industry events and conferences when appropriate
• Stay informed on trends within financial services and wealth management technology

Minimum Qualifications

• Bachelor’s degree or equivalent professional experience
• 4+ years of experience in sales, account management, or business development
• Strong communication and relationship-building skills
• Ability to manage multiple client conversations and opportunities simultaneously
• Experience working in a performance-driven sales environment

Preferred Experience

• Experience selling financial technology or software solutions
• Experience working with wealth management firms, financial advisors, or RIAs
• Experience in a startup or high-growth technology environment
• Strong interest in financial markets and the evolving wealth management landscape

Sales Development Representative – WealthTech / Financial Advisor Solutions - Hybrid – NYC

My client is a rapidly growing financial technology platform serving RIAs, independent advisors, and wealth management firms. They are looking to add multiple Business Development Representatives to its expanding sales team.

This is not a high-volume transactional SDR role selling generic SaaS. The team is focused on consultative outreach into the advisor ecosystem, engaging financial professionals around solutions spanning cash management, annuities, and lending products.

The environment is structured, collaborative, and fast-paced — ideal for someone with a financial services background who wants to move into a more sales-oriented role while staying close to the advisory world.

What You’ll Do

• Prospect and engage RIAs, financial advisors, and wealth management firms through outbound calls, email, and LinkedIn outreach
• Qualify inbound interest generated through marketing campaigns, webinars, and events
• Schedule meetings for senior sales leadership and help build pipeline across multiple product lines
• Develop thoughtful outreach campaigns tailored to advisor personas and market trends
• Maintain accurate activity and pipeline tracking within HubSpot/Salesforce
• Collaborate closely with sales leadership, marketing, and account teams in a highly team-oriented environment

What They’re Looking For

• 1–3+ years of experience in financial services, wealth management, fintech, or B2B sales
• FINRA Series 7 required
• Exposure to RIAs, broker-dealers, advisors, or investment products preferred
• Strong communication skills with the ability to explain financial concepts clearly and confidently
• Comfortable in a metrics-driven outbound environment with structured processes and activity expectations
• Coachable, competitive, and interested in long-term growth within fintech/wealthtech sales

Why People Are Interested

• significantly higher base salary than most traditional SDR roles
• Opportunity to break into a fast-growing fintech platform without taking a pure cold-call boiler room role
• Strong career progression into AE and relationship-focused sales paths
• Backed environment with startup-style growth and visibility
• Hybrid schedule with collaborative leadership and strong internal training

Director of Business Development – ****West Coast | Remote*****

Our client is a fast-growing financial technology company on a mission to help independent Registered Investment Advisors (RIAs) better serve their clients. Their platform delivers best-in-class financial products through scalable, easy-to-use technology and is used by nearly 1,000 advisory firms Nationwide.

We're hiring a Director of Business Development to own and grow their presence across the western US. This is a rare opportunity to join as the sole sales leader covering the western half of the country at a company with strong institutional backing and ambitious growth plans.

The Role

You'll drive revenue growth by bringing new RIA firms onto the platform and expanding adoption within the existing client base. You'll own the full sales cycle — from prospecting and pitching to closing and activation — and will be a key voice in shaping go-to-market strategy.

What You'll Do

• Own end-to-end client relationships across the western US

• Generate and manage a pipeline of independent RIA prospects

• Travel to client meetings and industry conferences (<50% travel)

• Partner with relationship management, marketing, and product teams

• Represent the brand as the face of the company in your region

What We're Looking For

• 8+ years of sales experience in financial services or fintech

• Proven track record selling to or working with independent RIAs

• Series 7 licensed (or willing to obtain within 60 days)

• Based in CA, TX, CO, or AZ — California strongly preferred

• Clean FINRA background (fingerprint check required)

• Self-starter who thrives with autonomy and minimal oversight

If you've spent your career in the RIA ecosystem and want to join a product that advisors genuinely love — let's talk.

Account Executive – Remote (US)

Join a leading provider of legal and regulatory intelligence as we expand our global sales team. We’re looking for a driven Account Executive to build new client relationships across financial institutions and professional services firms. This is a “hunter” role — focused on outbound prospecting, winning new logos, and driving subscription growth.

What you’ll do

• Identify and engage new prospects through targeted outreach and lead generation.
• Qualify opportunities and manage them through the full sales cycle — from discovery through trials and close.
• Partner with subject matter experts to deliver impactful product demonstrations.
• Represent the company at industry events, building relationships and visibility.
• Lead commercial negotiations, supported by our in-house legal team.
• Maintain accurate pipeline activity and reporting in Salesforce.

What we’re looking for

• Proven experience in business development, ideally within information services, SaaS, or professional services.
• A strong track record of outbound sales and new business acquisition.
• Confidence engaging senior stakeholders in financial services and professional services.
• Ability to quickly grasp complex subject matter and explain value clearly.
• Organized, detail-oriented, and motivated to exceed targets.

Why join?

You’ll be part of an ambitious, growing company that is investing heavily in product, international expansion, and sales talent. If you’re entrepreneurial, client-focused, and ready to make an impact, we’d love to hear from you.

Business Development Executive – Infrastructure & Market Intelligence

Remote (U.S.)

A growing intelligence and research platform focused on infrastructure, energy, and industrial markets is hiring a Business Development Executive to support continued commercial expansion.

The company provides subscription-based research, market visibility, and commercial intelligence tools used by investors, advisory firms, developers, and enterprise clients to track market activity and identify business opportunities.

This is a consultative sales role suited for someone who enjoys selling insight-driven solutions into sophisticated commercial and financial organizations.

Responsibilities

• Build and manage outbound pipeline across enterprise and mid-market accounts
• Engage senior stakeholders across investment, advisory, and corporate organizations
• Run consultative sales cycles from initial outreach through close
• Conduct product demonstrations and commercial discovery conversations
• Partner with internal research and client success teams to support long-term customer growth
• Track market activity and stay informed on trends impacting infrastructure and industrial sectors

Backgrounds of Interest

• Market intelligence or research platforms
• Financial information or data providers
• B2B SaaS or subscription-based information services
• Infrastructure, industrial, or energy-related commercial sales
• Consultative business development environments with longer sales cycles

Ideal Profile

• 2–8+ years of B2B sales or business development experience
• Strong outbound prospecting and pipeline generation ability
• Experience selling to professional services, investment firms, or enterprise buyers is preferred
• Comfortable managing multi-stakeholder sales processes
• Strong communication skills with an analytical and commercially curious mindset

Why People Are Interested

• Sophisticated client base and highly consultative sales motion
• Strong visibility into rapidly evolving infrastructure and industrial markets
• Opportunity to join a growing business with strong commercial momentum
• Collaborative environment with direct exposure to senior leadership
• Competitive compensation structure with meaningful upside

About the Role

The Chief Financial Officer will serve as the Bank’s senior finance executive, responsible for all aspects of financial management, reporting, and control.

The CFO will be a key executive officer of the Bank, responsible for maintaining relationship with the regulators (OCC/FRB), financial and managerial reporting, regulatory filings, monitoring policy/regulatory limits (liquidity, capital, NII/EVE, etc.), board-level financial communication, tax, audit, and internal controls.

Responsibilities

Financial Reporting & Regulatory Filings

• Own all financial statement preparation under U.S. GAAP, including monthly, quarterly, and annual reporting packages
• Lead the preparation and filing of regulatory reports: Call Reports, FR Y-9, and other OCC/FDIC/Federal Reserve filings
• Manage the external audit relationship and coordinate annual audit and regulatory exam preparation
• Ensure timely, accurate, and regulator-ready financial information at all times

Budgeting, Forecasting & Variance Analysis

• Own the annual budget process and rolling forecasts; present plan-vs-actual variance analysis with clear driver attribution (volume, margin, mix, cost) to the CEO and Board
• Develop and maintain the Bank’s financial model, including scenario analysis for capital planning and stress testing
• Track and report on strategic plan execution; quantify risks and gaps against plan targets

Capital & Regulatory Interface

• Compute and monitor all regulatory capital ratios (Tier 1 Leverage, CET1, Total Capital to RWA); ensure compliance with OCC minimums and Board-approved internal targets
• Serve as a primary point of contact for OCC examiners on financial condition, capital adequacy, and accounting matters
• Coordinate with Treasury/ALM on liquidity and capital-related impacts of balance sheet decisions; provide independent financial perspective to the CEO and Board

Tax & Accounting Policy

• Oversee federal and state income tax planning, compliance, and reporting
• Coordinate with Credit Risk team on CECL (current expected credit loss) methodology, assumptions, and allowance adequacy
• Evaluate and implement accounting policy changes; ensure compliance with evolving GAAP and regulatory guidance

Board & Committee Reporting

• Prepare and present monthly financial packages for the Board of Directors, Audit Committee, and Risk Committee
• Produce materials suitable for investor, rating agency, and regulatory audiences as needed
• Ensure all financial communication meets the standard of external scrutiny: neutral, factual, and precise

Internal Controls & Operations

• Maintain and strengthen the Bank’s internal control environment over financial reporting
• Oversee accounts payable, general ledger, fixed assets, and financial operations
• Manage finance team staffing, development, and workflow as the Bank scales
• Head office integration and managerial reporting
• Lead the integration with head office on all aspects of Finance (accounting, managerial, capital, etc.)

Qualifications

• 10+ years of progressive finance experience in U.S. banking, with at least 5 years in a CFO, Deputy CFO, or Controller role at an OCC-regulated national bank
• Direct experience with OCC regulatory examinations and regulatory financial filings (Call Reports, capital calculations)
• Deep knowledge of U.S. GAAP as applied to banking, including CECL, investment accounting, and loan accounting
• Experience preparing financial materials for a Board of Directors and/or Board committees
• Demonstrated ability to manage external audits and coordinate with regulatory examiners
• CPA preferred