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 believe Plaid has the power to be the next-gen Credit Bureau - supporting large scale adoption of cash flow into the credit underwriting process. The Credit Decisioning platform team is responsible for building best-in-class cashflow based insights products that enable lenders to make more holistic lending decisions and empower broader access to Credit products for prospective borrowers. We own the systems and tooling that form the platform to build and serve these insights at huge scale, partnering with our Data partners to release new products yearly. You will be defining the future architecture of Credit insights products and executing against an ambitious product roadmap. You will partner with our Product, Data Science, and Machine Learning team to iterate on and productionize new insights that enable our customers to make more holistic lending decisions. Responsibilities: Leading technical architecture and execution across credit insights products: everything from data fetching and online feature serving for API requests, to offline production pipelines and tooling for model training. Scaling and evolving the architecture through an expected ~100x increase in load from deterministic factors
Jobs in United States
Financial Services Leader in New York
156 active opportunities · Updated October 2026
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15 jobs
Explore current financial services leader jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.
$192K – $240K/yr
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Engineering at Brex Engineering at Brex is about building systems that scale with speed and intention. Our teams span Software, Data, Security, and IT, and operate with high autonomy and deep collaboration. We tackle hard technical problems, own our outcomes, and push for excellence at every level - from architecture to deployment. It’s an environment where engineering is a craft, and builders become leaders. What you’ll do As a Senior Frontend Engineer, you will be working across the entire Brex stack, creating and maintaining new products, features, and building tools to help scale Brex. You will have the opportunity to learn and push the frontier of providing the best financial software experience to help companies grow. You’ll be encouraged to be metric and data-driven and to think creatively to help Brex scale and get prepared for the new markets we are about to enter. We’re looking for folks with not only an interest in building
$240K – $285K/yr
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Engineering at Brex Engineering at Brex is about building systems that scale with speed and intention. Our teams span Software, Data, Security, and IT, and operate with high autonomy and deep collaboration. We tackle hard technical problems, own our outcomes, and push for excellence at every level — from architecture to deployment. It’s an environment where engineering is a craft, and builders become leaders. What you’ll do As a Staff Software Engineer in Banking, you will help shape the technical direction of one of Brex’s most strategic and complex product areas. The Banking org is both a product and platform org, it owns the Brex Business Account product and AP offerings like Bill Pay and Vendors, and the underlying money movement platform and partner integrations that power those experiences. In this role, you’ll work across customer-facing product surfaces and core financial infrastructure, driving architecture, reliability, and
From $240K/yr
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Design at Brex Design at Brex creates the experiences that make complex systems feel effortless through thoughtful, scalable design. Whether crafting interfaces, shaping product strategy, or harnessing AI to empower our users, we obsess over quality and clarity. This is a team where creativity meets high craft, and where designers grow by building for ambitious customers. What you’ll do You will work with Product and Engineering teams to successfully communicate, evolve, and execute a strong product design standard that showcases Brex as a leader in financial innovation. You are a crucial component of our company’s growth and product launches through your contributions to short and long-term strategic direction, creating and maintaining high visual standards and a strong focus on user needs. You have an owner’s mentality, taking pride in your work and in your team’s work, and view what you do as a part-owner and builder of Brex. Where
$340K – $425K/yr
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly. Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world's best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek. Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career. Product at Brex The Product team is at the forefront of Brex's mission to empower employees anywhere to make better financial decisions. With a deep understanding of the business, we identify and scope out the most impactful opportunities for Brex to tackle. We are responsible for aligning cross-functional teams — such as Engineering, Legal, Compliance, and Design — on key decisions. We set strategy and drive products from inception to launch, enabling Brex to grow rapidly and help our customers reach their full potential. What you’ll do As a Product Leader at Brex, you will be the driving force behind our Growth Product team — overseeing the thoughtful strategy and execution of team and technical systems to drive customer acquisition and onboarding. You will also collaborate closely with our Go-to-Market (GTM) teams to ensure seamless acquisition and onboarding for customers, particularly those with significant and complex spending n
From £132.5K/yr
Who are we? Cohere is the leading security-first enterprise AI company. We build cutting-edge foundation AI models and end-to-end products that are designed to solve real-world business problems. We’re training and deploying frontier models for enterprises who are building AI systems. We believe that our work is instrumental to the widespread adoption of AI and we are looking for folks that want to be part of that. We obsess over what we build. Each one of us is responsible for contributing to increasing the capabilities of our models and the value they drive for our customers. Cohere is a team of researchers, engineers, designers, and more, who are all passionate about their craft. We are a global technology company headquartered in Toronto with key offices in London, New York City, San Francisco, Montreal, Paris, Berlin and Seoul. Join us! Senior Account Executive - Financial Services Why this role? In this role, you will have ownership of the full sales cycle - from identifying leads to closing deals with Global 2000, large enterprises within the Financial Services sector. We're looking for an approachable and compelling communicator who loves working with prospects to uncover their needs and feels comfortable developing tailored value propositions around how Cohere's platform can help them achieve their business goals. You'll lay the foundation for Cohere's growth by owning your territory and collaborating with teammates across customer success, sales development, marketing, and solution architecture. You'll be the voice of the field and help our product and engineering teams prioritize the Cohere roadmap with customer-centric care. It's a highly self-directed role, so you should be someone who thrives in an unstructured and quickly evolving environment. And your opportunity for impact will be astronomical — Cohere has skies-the-limit potential, and you'll help us reach it. As an Account Executive focused on the Financial Services sector you will: Focus on net-n
About the team OpenAI’s Forward Deployed Engineering team partners with customers to turn research breakthroughs into production systems. We operate at the intersection of customer delivery and core platform development. About the Role You will define how OpenAI delivers complex systems to customers. You will own how they are built, shipped, and adopted. You’ll translate business outcomes into a technical plan, run day-to-day execution across FDEs, Researchers, and Customer Engineers, and partner with customer teams to ensure delivery supports their goals. You will focus on the Financial Services vertical, partnering with banks, asset managers, and private capital investors to deploy next-generation AI capabilities across their operations, investment processes, and portfolio companies. You will own delivery end-to-end: embedding with Financial Services customers to map workflows and success criteria, ensuring components ship on time, and leading readiness and change management for adoption. You’ll track progress, manage dependencies, make sequencing decisions, and drive 0→1 prototypes through MVP and scale. You will also share field insights with Product and Research to guide roadmap and priorities. Success will be measured first and foremost by impact - deployments that deliver measurable value against customer goals, drive adoption, and become critical to their workflows. Additional measures of success include delivery reliability (milestones hit, low reopen/churn), operating leverage (patterns reused across deployments), judgment under pressure, and product impact (field signal that shifts roadmaps/architectures). This is a high-trust, high-autonomy role. Success requires deep technical project management expertise, extreme ownership of outcomes, and an ability to immerse in customer workflows and partner with customer teams to solve complex engineering problems at pace. This role is based in New York City. We use a hybrid work model of 3 days in the office per w
About the team OpenAI’s Forward Deployed Engineering team partners with banks, asset managers, insurers, and private capital firms to deploy production-grade AI systems in high-stakes financial environments. We operate at the intersection of customer delivery and core platform development, embedding deeply with customers to translate frontier model capabilities into reliable, auditable systems that create measurable business impact. Our work turns early deployments into repeatable solution patterns, operating standards, and evaluation practices that scale across regulated financial institutions. About the role We are hiring a Forward Deployed Engineer (FDE) to lead end-to-end deployments of OpenAI’s models inside financial services organizations where correctness, latency, explainability, and control matter. You will work with customers who are experts in investment banking, trading, risk, compliance, underwriting, research, operations, or investment decision-making, translating complex workflows, data constraints, and regulatory requirements into production systems. You will measure success through production adoption, workflow efficiency, risk reduction, revenue impact, and evaluation-driven feedback loops that inform product, model, and GTM strategy. You’ll work closely with Product, Research, GTM, Security, Legal, and GRC to deliver systems that meet enterprise standards for governance, auditability, and operational resilience. You will also play a central role in shaping OpenAI’s Financial Services offering — identifying high-value use cases, defining solution patterns, and building the first repeatable deployments that scale across institutions. Learn more about some of our work with financial institutions . This role is based in New York. We use a hybrid work model of 3 days in the office per week. We offer relocation assistance. Travel up to 50% may be required. In this role, you will Design and ship production AI systems around models, owning integrations,
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. We are looking for a Senior Solution Engineer who is accustomed to solving customer’s most complex problems and closing large deals. In this role you will work directly with the sales team and channel partners to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. As a Snowflake Solution Engineer you must share our passion about reinventing the database space, thrive in a dynamic environment and have the flexibility and willingness to jump in and get things done. You are equally comfortable in both a business and technical context, interacting with executives and talking shop with technical audiences. IN THIS ROLE YOU WILL GET TO: Present Snowflake technology and vision to executives and technical contributors at prospects and customers Work hands-on with prospects and customers to demonstrate and communicate the value of Snowflake technology throughout the sales cycle, from demo to proof of concept to design and implementation Immerse yourself in the ever-evolving industry, maintaining a deep understanding of competitive and complementary technologies and vendors and how to position Snowflake in relation to them. Collabo
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. We are looking for a Senior Solution Engineer who is accustomed to solving customer’s most complex problems and closing large deals. In this role you will work directly with the sales team and channel partners to understand the needs of our customers, strategize on how to navigate winning sales cycles, provide compelling value-based demonstrations, support enterprise Proof of Concepts, and ultimately close business. As a Snowflake Solution Engineer you must share our passion about reinventing the database space, thrive in a dynamic environment and have the flexibility and willingness to jump in and get things done. You are equally comfortable in both a business and technical context, interacting with executives and talking shop with technical audiences. IN THIS ROLE YOU WILL GET TO: Present Snowflake technology and vision to executives and technical contributors at prospects and customers Work hands-on with prospects and customers to demonstrate and communicate the value of Snowflake technology throughout the sales cycle, from demo to proof of concept to design and implementation Immerse yourself in the ever-evolving industry, maintaining a deep understanding of competitive and complementary technologies and vendors and how to position Snowflake in relation to them. Collabo
From $119.5K/yr
About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . Role Summary As a Client Partner at Pinterest, you will serve as a strategic visionary, cultivating trusted relationships with top-tier clients through your deep expertise in full-funnel sales. By leveraging your nuanced understanding of client businesses, you will independently engage assigned customer accounts to promote Pinterest products effectively. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients’ efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success in a collaborative, d
From $134.7K/yr
About Pinterest: Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we’re on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other’s unique experiences and embrace the flexibility to do your best work. Creating a career you love? It’s Possible. At Pinterest, AI isn't just a feature, it's a powerful partner that augments our creativity and amplifies our impact, and we’re looking for candidates who are excited to be a part of that. To get a complete picture of your experience and abilities, we’ll explore your foundational skills and how you collaborate with AI. Through our interview process, what matters most is that you can always explain your approach, showing us not just what you know, but how you think. You can read more about our AI interview philosophy and how we use AI in our recruiting process here . As a Lead Client Account Manager, you will be in charge of driving a sophisticated book of business featuring some of the largest advertisers at Pinterest. You’ll work directly with some of our key advertisers as a trusted consultant to their business. Your strategic advice, analytical skills and sales skills are core to bringing to life the value we deliver as a platform. We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Client Account Manager position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams. What you'll do: Manage and grow client accounts, collaborating with partners to optimize ca
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, Washington D.C., London and Amsterdam. The Financial Management team develops market leading API products that power the most influential digital finance experiences that help millions of consumers and small businesses every day - think budgeting apps and financial management tools offered by banks and wealth platforms. Our mission is to unlock financial freedom for everyone by making it easier for customers and businesses to meet their financial goals. We do this through a state-of-the art, data aggregation and machine learning engine that enables our customers to seamlessly build delightful experiences on top of consumer-permissioned financial data. Every day, Plaid helps thousands of developers build a better financial future. You'll be responsible for defining the products which enable Plaid and our customers to shape the future of financial services. We are looking for the right product manager to own and grow Plaid’s financial management products, including Transactions, Investments, and Liabilities, even more valuable to our customers and partners. Plaid is on a journey to build insights on top of open banking data that drive value for customers, consumers and the fintech ecosystem in general. Additionally AI is changing how consu
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
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