Financial Consultant in New York

At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just use tools; you possess an innate curiosity, treating AI as a high-trust collaborator that is core to how you solve problems and accelerate your impact. We look for low-ego individuals who thrive in dynamic and fast-moving environments and move with an experimental mindset — who rapidly test emerging capabilities to discover simpler, more powerful ways to deliver results. At Snowflake, your role isn't just to execute a function, but to help redefine the future of how work gets done. An Account Executive on our Majors team is one of Snowflake's most senior individual contributor sales roles. Our Account Executives are customer obsessed and we believe in the value we can add and stay honest about it. We love to learn, are open to giving and receiving feedback and are passionate about making our clients successful. Our team works to ensure data is accessible, usable and valuable to everyone. This role will be supporting our Financial Service division. YOU MAY BE A GOOD FIT FOR THE TEAM IF YOU: Act customer first and obsessed with helping customers drive digital transformation. Think big and demonstrate excellence in the application of technology to solve all kinds of problems. Possess a “Get it done” and “Own it” philosophy to drive customer success. Knowledge and experience within the data science, analytics, or big data markets. Feel comfortable talking with all levels of customer teams from individual contributors to C-level executives using language that appropriately translates complex technical and business information. IN THIS ROLE YOU WILL GET TO: Build trusted relationships with Snowflake internal resources, external partners, and client account teams to qualify deals, identify business value, and provide technical guidance in order to set proper

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. Qualifications 4-8 years of account management and sales experience. Customer empathy and deep desire to see customers succeed. Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. Some familiarity in financial services and technical products; a high degree of intellectual curiosity. Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. Ability to work with all types of people and build long-lasting relationships. Strong Sales experience (negotiation/value-selling). Executive level communication skills - written and verbal. Relationship building (understand how to leverage internal/external executives, product, etc). Retention and Termination-save tactics. Responsibilities Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment. Build strong relationships with the C-Suite and Product teams to retain and grow revenue. Own and exceed revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals Help customers integrate and launch on Plaid. Solve complex customer ch

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic is hiring a Solutions Engineer to design and deliver technical product solutions that meet customer needs and highlight the value of our platform. In this role, you'll be the technical and strategic bridge between Lithic and our clients. You'll own complex client relationships from pre-sale through implementation, helping partners design integrations, navigate the Lithic platform, and unlock the full potential of card issuing infrastructure. This is a high-impact, highly visible role that requires equal parts technical credibility, client empathy, and cross-functional influence. You’ll be responsible to collaborate with internal teams to develop tailored solutions that clearly demonstrate the benefits of working with Lithic. If you’re passionate about technology, problem-solving, and creating exceptional customer experiences this role is for you. What You'll Do Client Engagement Serve as a trusted technical advisor to a portfolio of strategic clients, from early-stage fintechs to enterprise partne

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic is hiring for Business Operations, Program Management: a generalist role dedicated to the Program Management (PM) business line, where Lithic owns the bank relationship, handles compliance, and runs the client's card program end to end. We're expanding Program Management this year, and this person will build and run how it operates day to day, meaning the processes, reporting, and coordination across teams that today happen informally. This is a chance to build real depth in how sponsor bank partnerships and card programs work, in payments and fintech more broadly, while working directly with the Head of Program Management. Job responsibilities: Own how PM operates day to day, meaning the process, tooling, and reporting that let the business actually be run and measured Take on cross-functional projects that touch Risk, Compliance, Bank Operations, Legal, Sales, and Product, and see them through to a result, not just a status update Assist in building and launching new PM initiatives from concept to comp

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. Lithic's Treasury Operations team owns the movement of money across our card issuing infrastructure — network settlement, sponsor bank transfers, and the reconciliation that keeps it all provable. This is a hands-on, high-ownership role for someone who wants to learn the inner workings of payments and fintech infrastructure, not just observe them from a reporting layer. You'll be running a critical, time-sensitive engine every day — and at the same time, working alongside the Head of Treasury Operations to improve how that engine works as the function scales. You’ll also work cross-functionally across a wide range of teams (Finance, Treasury Engineering, Risk, Analytics, Processing, Customer Success, Bank Operations) — this role sits at the center of a lot of different workflows, not off in a silo. What You'll Do Execution (50%) Own day-to-day execution of network settlement transfers (Mastercard, Visa) and related treasury transfers across sponsor banks Operate in a time-sensitive environment where errors or d

Lithic is the modern card issuing and processing platform empowering ambitious financial companies to build the future of payments. Our infrastructure powers card programs for 100+ innovative clients, from fintechs reimagining credit and digital banking to platforms transforming disbursements and spend management. Companies like Mercury, Flex, and Novo rely on Lithic's developer-friendly APIs, direct network connections, and flawless reconciliation to launch and scale card programs in weeks, not years. We're building a future where access to better financial products materially improves people's lives, free from the constraints of 30-year-old mainframes and legacy processors. We're proud to be backed by world-class investors who share that vision, including Bessemer Venture Partners, Index Ventures, Spark Capital, Stripes, and Mastercard, along with many others. We're a team of 170+ across 26 states and 7 countries, headquartered in New York City. We are seeking a Product Delivery Specialist to join Lithic’s team in our NYC office. In this role, you will lead complex customer implementations, drive operational excellence, and develop scalable processes that enable billions in transactions for the most innovative fintechs and digital banks. This position offers a unique vantage point across our business from product and engineering to compliance and operations allowing you to tackle meaningful challenges while making a tangible impact. In this role, you will coordinate a wide range of activities from implementing customer requirements and configuring the software to conducting technical setup and integration support with the ultimate goal of getting the customer’s solution live as quickly as possible, driving fast Time to Revenue (TTR) and provide great customer experience. You will operate at the intersection of our customers, internal teams, and third-party partners, executing progress across multiple project streams simultaneously. You will launch new

Who We Are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. About The Team The Enterprise Hunter Solutions Architecture Team aims to land new users adopt prescriptive solutions that drive their growth and success. We work with C-level executives, finance leaders, product design and engineering teams at global brands who are building financial services solutions with Stripe. Our SA team works closely with Account Executives, Professional Services, Partners, and Product Teams to develop our strategy for winning new users. At Stripe, managers grow people and inspire them to do outstanding work. This leader must be a driver who loves building teams through its people and can deliver outstanding results. This role requires great interpersonal skills to work cross functionally as a trusted advisor to both our sales, partner and professional services teams. This role will also play an important role in helping shape our product and messaging with our product development and marketing teams. As a manager/leader of Solution Architecture for our new business, you will recruit, lead, and mentor a world class pre-sales engineering team to grow our user base through new deals. You will drive collaboration from cross-functional teams to influence and unify stakeholders at all levels of the organization to drive business results. You will lead from the front and drive outcomes for our users. What You’ll Do Responsibilities Recruit, hire, lead, and retain a world class pre sales team. Be an advocate for the

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world's largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team This role is open to remote candidates located anywhere within the Eastern Time Zone. The Cash Platform team is part of Stripe's Money Movement Services Platform. We manage Stripe's FX and cash positions across the globe, owning two of the most commercially critical problems in our business: delivering the best possible FX trades for our users, and optimizing the cost and routing of cross-border payouts across countries. Stripe recently launched its own in-house bank, enabling near-instant movement of funds across accounts worldwide—and Cash Platform is at the center of bringing that infrastructure to Stripe's products and, increasingly, to our customers. What you'll do You'll work closely with engineering teams across Cash Platform and Money Movement Services, cross-functional partners spanning Legal, Treasury, Financial Crimes, and Sales, and senior stakeholders inside and outside Stripe. You'll define the strategy and roadmap for Stripe's FX and cross-border payout products, drive cost optimization and routing decisions at scale, and help shape the path toward monetizing Stripe's in-house banking infrastructure for users globally. Responsibilities You are expected to: Deeply understand the competitive landscape and define clear benchmarks for where Stripe's FX and cross-border payout products need to be Own the product strategy and roadmap for Cash Platform, balancing near-term cost and performance optimization with longer-term platform m

Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone’s reach while doing the most important work of your career. What you’ll do As an Account Executive, Existing Business, you’ll be managing existing relationships and identifying new opportunities to expand Stripe’s footprint within existing accounts. Specifically, we’re looking for someone who can execute on long-term sales strategies, engage with internal and external stakeholders, align on technical and business requirements with product teams, build value in competitive situations, lead commercial negotiations, and close deals. Responsibilities Work with existing Stripe customers to develop and execute long-term sales strategies to expand Stripe’s revenue Own the full sales cycle, from business case development, to deal structuring and negotiating, to close Develop account plans and cross sell into your list of strategic customers, driving growth through expansion and new revenue streams Drive deal strategy and commercial negotiations for large, complex renewals Develop relationships with executive stakeholders within your book of business, deeply understanding problems they are solving and helping drive to solutions Be responsible for account mapping and coordinating effective meetings with the appropriate external stakeholders expanding the customer relationship Lead and contribute to team projects to develop and refine our sales process and help shape the Stripe sales culture Who you are We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirem

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Growth Account Executive to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. This role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the role is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered ad

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION We're looking for a Senior Billing Operations Specialist to partner closely with Finance, Customer Experience, BI and Product to give billing a single, accountable owner. This is a true partnership across teams: you'll bring order and control to billing operations while continuously raising the bar for how accurate, explainable, and responsive Pontera's billing is for every customer. Billing at Pontera has outgrown the informal, all-hands-on-deck model that carried it so far - it now touches customer trust, adoption, and executive relationships, not just back-office accuracy. You're the connective tissue across the entire billing lifecycle - the person every other function turns to when something needs to actually get resolved, not just flagged. That means owning billing file validation before release, payment and check reconciliation, credits and refunds end to end process; being the Finance point of contact for all US based teams who they can rely on for any customer-impacting billing issue. The ability to serve as the busi

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking an exceptional Advisor Success Manager to join our growing team. This is a high-impact, pure sales role focused on the critical "0 to 5" activation phase of the advisor lifecycle. You will be responsible for guiding new advisors through the initial phase of platform adoption, driving them to reach the foundational milestone of five clients with managed assets. The ASM role is built for a proactive professional who thrives on "closing focus" and creating urgency. You will manage a named pipeline of individual advisors and advisor teams across all segments and a diversity of firms, utilizing advanced sales methodologies to ensure advisors realize the full economic value of the Pontera platform. Role Purpose The primary mission of the ASM is to accelerate the "0 to 5" client journey. Data shows that an advisor’s likelihood of long-term success and retention (reaching 98%) is highly correlated with the speed at which they reach their first five clients. This role exists to move the curve by turning registered a

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION As a Mid-Market Account Executive, you will lead the sales process for some of the fastest growing and disruptive Broker-Dealers and RIAs in the space (50+ financial advisors). You will be in a high-impact role with CEO-level visibility, tasked with bringing in clients capable of changing our company’s trajectory. This job is being made available at an incredibly important time in Pontera’s trajectory, and there are many reasons it’s a great opportunity: a product with an immediate, measurable revenue impact for the client (share of wallet growth), a massive addressable market, and dominant category leadership in professional 401(k) management. There is a ton of greenspace. And we are looking for someone with grit, resiliency, and professionalism to capture this incredible opportunity. RESPONSIBILITIES Lead multi-threaded sales processes across C-Suite, Compliance, InfoSec, Legal, and Field Leadership. You own the deal from initial conversation through negotiation and close. Map the buyers of our prospects. Understand the goals, pl

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is seeking a highly skilled and motivated IT Specialist to join the Global IT team and lead IT operations for the New York office. As part of Pontera’s Global IT organization, this position works closely with Infrastructure, Security, R&D, and Operations teams to support secure, stable, and scalable IT operations across the company. Serving as the primary IT owner for the NY office, the role is responsible for employee support, office infrastructure, endpoint management, SaaS administration, identity operations, and operational continuity in a fast-paced fintech environment. Responsibilities include hands-on operational support, infrastructure administration, endpoint and security operations, project execution, and cross-functional collaboration. The ideal candidate is a highly independent IT professional capable of managing operational responsibilities while collaborating within a global IT organization. RESPONSIBILITIES Onsite IT Operations & Employee Support Serve as the primary onsite IT owner for the NY office