Institutional Equity Sales Jobs

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear

About Anthropic Anthropic’s mission is to create reliable, interpretable, and steerable AI systems. We want AI to be safe and beneficial for our users and for society as a whole. Our team is a quickly growing group of committed researchers, engineers, policy experts, and business leaders working together to build beneficial AI systems. About the role Anthropic is growing quickly, and the transactions we enter into are often unlike anything the accounting literature directly contemplates. We're hiring a senior leader to own accounting policy and technical accounting. In this role, you will be the company's authority on how we account for what we do: usage-based and enterprise revenue arrangements, large compute and infrastructure transactions, complex financing and equity instruments, and M&A and investment activity. You'll build the technical accounting function from a strong foundation into one that operates at public-company grade — establishing the whitepaper and position-memo discipline that lets us take well-supported positions on novel, first-of-kind transactions, defend them with our external auditors (including their national office), and be ready for public-company-grade reporting when the company needs it. This is a high-judgment, high-trust role. You'll work closely with the Controller and CFO organization, Legal, Tax, and deal teams across the company, and you'll often be the first accountant in the room when a new kind of transaction is being designed. Key responsibilities Own the company's accounting policy framework: establish, document, and maintain US GAAP accounting policies across all significant areas, and keep them current as the business and the standards evolve Serve as the lead technical advisor on novel and first-of-kind transactions, including usage-based and enterprise revenue arrangements (ASC 606), large compute and infrastructure commitments, complex financing and equity instruments, and M&A and investments Build and institution

About Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I. The firm has more than 1,800 employees located in 50+ offices around the world. The Role As a Director, you will play a key role within our senior Management Consulting team, helping deliver exceptional client work while supporting the growth and development of our people. Working closely with Managing Directors, you will help build and strengthen client relationships, identify new business opportunities, and contribute to the continued growth of the practice. This role will serve leading Technology and Services companies on a broad range of strategic and commercial challenges, including Growth Strategy, M&A, Commercial Due Diligence, Pricing & Revenue Monetization, Go-to-Market Strategy and Operations, and Operating Model Design. You will work with corporate clients as well as private equity investors and their portfolio companies, helping organizations drive growth, unlock value, and execute critical strategic initiatives across a variety of industries. Responsibilities Structure and lead complex projects in close collaboration with a Managing Director Apply strong consulting skills to lead complex analytical

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Compensation team designs, manages, and evolves Plaid’s compensation strategy to attract, retain, and motivate world-class talent. We make sure compensation is fair inside the company and competitive in the market. We work on programs that connect directly to Plaid’s business goals and employee experience — using data and insight to make equitable, well-informed decisions. Our work spans cash and equity program design, annual and mid-year review cycles, benchmarking, and exec comp support. In this role, you will own compensation support for specific client groups and take the lead on cycle operations and comp tooling across the team. You’ll work alongside a sharp team and closely with Plaid’s Head of Total Rewards. You’ll have clear ownership of your domain from day one, with real exposure to equity program mechanics, exec comp, and board-level deliverables. Responsibilities: Own comp support for specific client groups — offers, promos, manager/HRBP questions — with a high bar for speed and accuracy Lead configuration and rollout of annual and mid-year compensation cycles in Workday and comp tooling Manage and maintain Plaid’s comp systems: Compa, Pave, and external survey too

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. We are looking for a Senior Financial Analyst to join the Corporate Finance team. This is the strategic, externally-oriented arm of the team — covering the board process, long range planning, capital structure, SBC and equity modeling, and enterprise-level financial strategy. You will partner closely with the CFO, Leadership, the Board, Corp Dev, and Accounting on the decisions that shape Plaid’s long-term financial trajectory. What excites us: 5+ years of work experience including financial planning & analysis, corporate finance, investment banking, private equity, strategic finance, or management consulting — ideally with tech, SaaS, or fintech exposure. Advanced financial modeling skills, with hands-on experience building long range, scenario/sensitivity, or valuation models. Strong command of consolidated financial statements, key SaaS / fintech operating metrics, and external benchmarking. Excellent communication and storytelling skills — able to move fluidly between granular model detail and an executive-level narrative for senior leaders and the Board. Proven ability to partner cross-functionally and distill complex, ambiguous topics into structured frameworks and clear recommendations. P

Overview of Teneo Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future. Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations. Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, and ESG. The firm has more than 1,800 employees located in 50+ offices around the world. The Management Consulting Team at Teneo Our Management Consulting division focuses on answering key strategic questions for business leaders through our mix of senior experience and rigorous analysis, combined with the unique expertise that exists across Teneo. We operate across a diverse array of sectors including Consumer Goods, Healthcare, Leisure & Hospitality, Software, Transport, and TMT, amongst others. Within these markets, we provide strategic, operational, and due diligence support, advising reputable Fortune 500 and FTSE 100 firms, key public-sector organizations, and leading private equity houses. As a Senior Consultant, you will play a key role in delivering strategic, data-driven solutions for clients. Working closely with clients, senior leaders, and project teams, you will help solve complex business challenges, drive project execution, and contribute to meaningful business outcomes. Key Responsibilities: Lead workstreams and support case delivery across core consulting activities, including research, analysis, insight generation, technical execution, and overall

About Us OpenFX is on a mission to move money as freely as data, unrestricted by time zones, banking hours, or legacy systems. We are building the infrastructure that will power the next generation of cross-border payment systems for institutions. The team's execution has been exceptional, and we're scaling at a remarkable pace. Our stellar early team comes with experience in companies like J.P. Morgan, Goldman Sachs, FalconX, Paypal, Affirm, Polygon, Kraken, Nium & others. We’re backed by Accel, Lightspeed, NfX and other top-tier investors. Role Overview We are seeking a strategic and people-focused HR & People Operations Manager to build and lead our People function. This role is crucial for shaping our culture, driving employee engagement, and building the scalable HR infrastructure necessary to support our rapid growth. Key Responsibilities: Talent Acquisition & Onboarding: Manage the full-cycle recruitment process, from job posting and candidate screening to interviewing and offers. Design and implement a comprehensive onboarding experience to ensure new hires are set up for success. People Operations & Systems: Develop and maintain HR policies and procedures that align with our values and comply with employment laws. Oversee benefits and compensation administration, manage the HRIS platform for data accuracy, and ensure regulatory compliance. Generate and analyze HR metrics to inform strategic decision-making. Employee Experience & Development: Foster positive employee relations and serve as a trusted resource for all team members. Develop and implement performance management processes and career development pathways. Design and deliver training programs to support employee skill development and leadership growth. Culture & Organizational Development: Lead and champion initiatives to strengthen company culture and employee engagement. Drive diversity, equity, and inclusion (DEI) initiatives to foster an inclusive workplace. Support lead

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . This is a 12-week internship during summer 2027. Join the Institutional Operations Solutions (IOS) team within the Institutional group as a Institutional Operations Intern. This team manages risk and delivers operational solutions across Coinbase’s Institutional organization, supporting a broad range of teams and functions that help scale the institutional business. You'll work cross-functionally with internal stakeholders and institutional clients, tackling real operational challenges. What you'll do: Support day-to-day IOS operations while identifying and managing operational risk across compliance and regulatory requirements Identify opportunities to improve existing processes and risk management capabilities, recommending solutions backed by data analysis Partner with Product, Engineering, and other cross-functional stakeholders to build technology solutions that support institutional operations at scale Analyze data sets and deliver recommendations grounded in sound quantitative reasoning Collaborate with fellow interns on a group project solving a real business problem, presenting findings and solutions to the leadership team Required Skills and Experience: Currently pursuing a degree or certificate in business, management, finance, accounting, or a related discipline Demonstrated problem-solving ability with capacity to identify second-order effects and

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Derivatives Sales Manager, UAE on the STP Derivative Sales team, you'll own Coinbase's derivatives growth across the UAE, MENA and Europe regions by building and scaling relationships with Professional Traders. This team drives revenue and market share for Coinbase Advanced's derivatives products across global markets covering Crypto Perps, Options and RWA products. You'll define and execute the regional sales strategy, lead market-entry efforts, and serve as Coinbase's senior market ambassador across one of crypto's fastest-growing regions. What you'll do: Own and grow a network of professional traders in the UAE, MENA and Europe driving revenue through high-touch, relationship-led acquisition from origination through onboarding and ongoing account management. Design and execute the long-term sales strategy for the UAE, MENA and Europe regions, setting targets for market penetration, volume growth, and client expansion. Lead regional market-entry and expansion efforts, including navigating local regulatory landscapes and adapting Coinbase's derivatives offerings to meet regional compliance requirements and market demands. Partner cross-functionally with Product, Risk, and Compliance teams to localize perpetual futures, futures, and options products. Represent Coinbase at client meetings, industry events, and conferences across the region, deepening relationship

Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand for hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me, Do the Right Thing, and Get Things Done. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of blockchain to users around the world through leading products including OKX, OKX Wallet, OKLink, and more. About the Role As part of the Institutional Relationship Management team, you will serve as the primary point of contact for our institutional partners. Your mission is to cultivate long-term relationships, drive revenue growth through proactive sales and strategic engagement, and ensure a seamless operational experience for institutional clients. This role sits at the intersection of institutional sales, client relationship management, and product collaboration , acting as a bridge between client needs and internal product capabilities. Performance will be evaluated through a balanced KPI framework focused on growth, new business development, and client service excellence to support sustainable revenue generation and operational quality. What You’ll Be Doing Business Development & Growth Identify and qualify new institutional leads, managing the full sales cycle from initial outreach through to closing and post-sales client success. Coordinate the end-to-end onboarding process for institutional clients, including verification and account activation. Monitor client activity and trading patterns to

Who We Are At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom. OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves. Across our multiple offices globally, we are united by our core principles: We Before Me , Do the Right Thing , and Get Things Done . These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er. OKX is part of OKG, a group that brings the value of Blockchain to users around the world, through our leading products OKX, OKX Wallet, OKLink and more. What You’ll Be Doing Institutional Client Development & Acquisition Proactively identify and develop high-value institutional clients with significant asset scale and trading potential, including professional investment firms, asset management companies, quantitative trading teams, and family offices. Build a consistent client pipeline through industry events, peer referrals, and in-person visits, and drive partnerships to closure efficiently. Deep Relationship Management & Client Lifecycle Develop a thorough understanding of each client's trading strategy, capital structure, and product needs, and deliver tailored service solutions accordingly. Maintain regular and in-depth engagement with clients, foster long-term trust-based relationships, and continuously drive growth in assets under management, trading activity, and platform stickiness. KPI Ownership & Business Performance Take full ownership of key performance metrics for your client portfolio, including AUM, trading volume, and revenue contribution. Consistently meet monthly and quarterly targets for asset onboardin

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Impact We are looking to add a Senior team member to our Institutional Coverage team. This position is responsible for working with existing institutional clients and identifying opportunities across the full product suite. This role will be tasked with working with large complex clients, continuously establishing deep customer relationships, and providing valuable market color to clients, among other responsibilities. Responsibilities Portfolio Optimization: Execute sophisticated account management strategies to deepen the footprint within the existing institutional client base. Service Integration: Identify and qualify opportunities for clients to utilize additional FalconX services, with a primary focus on driving adoption of derivatives trading and credit and lending solutions. Relationship Orchestration: Establish and maintain lasting relationships with senior executives and key decision-makers through proactive consultation. Strategic Alignment: Partner with leadership to ensure sales deliverables and account growth strategies align with broader business objectives. Cross-Functional Collaboration: Work seamlessly with middle and back office to deliver exemplary client satisfaction and integrated service delivery. Market Presence: Identify market trends and genera

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Senior Software Engineer on the Financing Engineering team within the Institutional group, you'll design, build, and scale the systems that safely manage billions of dollars in loans across Portfolio Margin, Trade Finance, Agency Lending, Bilateral Lending, and more. Financing is foundational to the Prime Brokerage business, enabling customers to use leverage on trading positions and generate yield on long holdings. You'll own critical backend services that drive recurring revenue, increase trading activity, and keep institutional assets on platform. What you'll do: Own the design and delivery of new financing products and features, from architecture through production launch, ensuring correctness and safety across high-value lending operations. Build and maintain backend services, APIs, and frameworks that support loan lifecycle management, risk calculations, and real-time position tracking. Drive engineering excellence by improving developer tooling, testing infrastructure, monitoring, and operational reliability across financing systems. Partner with Product, Risk, Operations, and other engineering teams to translate business requirements into scalable, well-scoped technical solutions each quarter. Lead technical initiatives that strengthen system resilience, reduce operational risk, and support the team's ability to ship safely at speed. Required skills and

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Senior Software Engineer, Backend on the Foundations, Settlements and Transfers team within the Institutional group, you'll own the backend systems that power the secure movement of funds across fiat, crypto, and internal ledgers for Coinbase's institutional clients. This team is responsible for transaction processing, settlement, and asset transfer infrastructure that underpins the entire institutional platform. You'll drive technical direction, mentor engineers, and build the next generation of financial systems at scale. What you'll do: Own the design, build, and scaling of backend services that process settlements and transfers across fiat, crypto, and internal ledger systems. Drive code quality and maintainability through rigorous code reviews, refactoring, and active participation across all stages of the development lifecycle. Lead performance and scalability improvements for critical financial infrastructure, including troubleshooting, triaging, and resolving production issues. Partner with product managers, engineering managers, and cross-functional teams to translate product vision into quarterly technical roadmaps and deliverables. Propose and implement architectural improvements that accelerate team velocity, reduce tech debt, and strengthen system reliability. Mentor junior and mid-level engineers on technical best practices and professional growth,

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As a Senior Software Engineer, Backend on the Client Lifecycle team within the Institutional group, you'll own the backend systems that take institutional clients from application to first trade and keep them operating independently once they're live. You'll design and scale Unified Business Onboarding, KYC Refresh, provisioning, and the access-control stack, partnering closely with Compliance, Identity, Onboarding Ops, and every Prime product team to ship onboarding and access controls for new products. What you'll do: Own backend services that move institutional clients from application to first trade, including Unified Business Onboarding, KYC Refresh, and provisioning. Drive onboarding automation, including automated screening, risk scoring, and auto-provisioning, so low-risk clients complete onboarding without an ops ticket. Lead design and implementation of Organizations Service as the source of truth for institutional client data, including data quality, entity uniqueness, and Salesforce decoupling. Partner with Product, Compliance, Onboarding Ops, Identity, and Prime product teams to ship onboarding and access controls for new products including FCM, Hudson derivatives, and Prime Custody. Shape the access-control stack (roles, permissions, policies, and consensus) so complex institutions can operate on Prime without opening a ticket. Mentor engineers and rais