Jobs in United States

Financial Services Leader in New York

156 active opportunities · Updated October 2026

Explore current financial services leader jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.

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📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status

AWSGitRestAI
O
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -80.2%

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Strategic Banking you will own executive-level relationships with leading global banking institutions. You’ll help these organizations safely and effectively deploy OpenAI’s technology to transform customer experiences, modernize operations, enhance employee productivity, accelerate financial analysis, strengthen risk management, and unlock new AI-powered business capabilities. This role blends financial services expertise, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of Strategic Banking accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles across business, technology, operations, and executive stakeholders. Partner with Solutions and Research Engineering to design pilots that demonstrate measurable business impact. Collaborate with compliance, privacy, security, and risk teams to ensure responsible deployment of AI in highly regulated environments. Own a revenue a

AWSGitRestAI
O
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -80.2%

About the team OpenAI’s mission is to build safe artificial general intelligence (AGI) which benefits all of humanity. This long-term undertaking brings the world’s best scientists, engineers, and business professionals into one lab together to accomplish this. In pursuit of this mission, our Go To Market (GTM) team is responsible for helping customers learn how to leverage and deploy our highly capable AI products across their business. The team is made of Sales, Solutions, Support, Marketing, and Partnership professionals that work together to create valuable solutions that will help bring AI to as many users as possible. About the role As an Account Director focused on Insurance you will own executive-level relationships with leading Insurance organizations. You’ll help these companies safely and effectively deploy OpenAI’s technology to accelerate financial data analysis, automate backend operations, drive AI-powered research, and personalize customer engagement. This role blends literacy, technical depth, business acumen, and relationship-driven enterprise sales. You will collaborate closely with researchers, engineers, and financial services solution strategists to design secure, compliant, and high-impact AI deployments. This role is based in New York City. We use a hybrid work model of three days in the office per week and offer relocation assistance to new employees. In this role, you’ll: Manage a focused portfolio of Financial Services, specifically Insurance accounts, developing long-term strategic account plans. Lead complex, multi-stakeholder sales cycles. Partner with solutions and research engineering to design pilots that demonstrate measurable business impact. Collaborate with compliance, privacy, and security teams to ensure responsible deployment of AI in regulated environments. Own a revenue and consumption target; manage forecasts and pipeline reporting. Monitor industry and regulatory trends to guide customer and product strategy. Represent Ope

AWSRestAIGo
C-
📍 New York, NY, United States
✓ High-confidence listing

$220K – $290K/yr

Quick readStrong listing-quality and freshness signals

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for Senior Fullstack Software Engineers to help build the next generation of CLEAR's mission and vision. Beyond verifying identity, we're creating a secure, networked digital identity that enables seamless experiences across travel, enterprise, healthcare, financial services, and beyond. As a Senior Software Engineer III, you'll own complex technical problems from design through deployment, partnering closely with Product, Design, Security, and Operations to deliver reliable, scalable solutions. We're looking for engineers with a strong builder mindset who thrive in ambiguity, take ownership, and enjoy turning ideas into production systems. Level and team matching (open roles across the three pillars that make up Technology at CLEAR: Core Identity, CLEAR1 , and CLEAR Travel ) will occur towards the end of our interview process. Tech stack overview: A brief highlight of our tech stack: Java / Kafka / Postgres AWS cloud What you'll do: Advance our capabilities across a wide array of industries and domains and gain hands-on experience with privacy, security, data modeling and a

JavaPostgreSQLAWSDocker
P
📍 New York, NY, United States· Full-time
✓ High-confidence listingCompany trend -85.6%

From $235.6K/yr

Quick readStrong listing-quality and freshness signals

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 . We are building a world-class sales team, enabling our largest and most strategic partners to best utilize Pinterest advertising products to grow their business. Reporting to Nitin Kumar, our US Emerging Sector Lead, you'll be responsible for setting forth the overall sales strategy for the Financial Services sales organization. In this role, you will lead a sales organization that spans multiple levels and functions (Sales Managers, Partner Managers, and Account Managers). In setting forth the overall sales strategy for this industry, you will work closely with your team to drive consistent value for partners, and revenue growth for Pinterest. What you’ll do: Lead the strategy and execution for Pinterest’s Financial Services advertising business in the US. Drive revenue growth across a large, high-visibility business while defending

AWSGitRestAI
D
📍 New York, New York, United States· Full-time
✓ High-confidence listingCompany trend -84.7%

From $192K/yr

Quick readStrong listing-quality and freshness signals

As a Senior Product Manager for Regulated Industries, you'll drive our compliance, data sovereignty, and new market presence roadmap—one of Datadog's highest-growth focus areas. You'll work cross-functionally with teams across GTM , Support, Corporate Development, and fellow product managers to help accelerate that growth. A key focus of this role is international expansion across strategic markets, alongside supporting our ongoing regulated industries initiatives. At Datadog, we place real value in our office culture—the relationships, collaboration, and creativity it fosters. We operate as a hybrid workplace so our Datadogs can build a work-life balance that fits them. What You'll Do Define the roadmap for delivering Datadog's platform to highly regulated customers, globally Collaborate with product managers to help them succeed in regulated markets Speak fluently to the technical details customers care about—data flows and security architecture—for both engineering and executive audiences Enable GTM by partnering closely with sales and marketing teams Partner with Compliance Engineering and InfoSec teams Work with marketing, sales, and post-sales teams to identify gaps in our regulated offerings Deliver AI capabilities responsibly to highly regulated customers Who You Are You have five or more years of experience in a SaaS/B2B regulated industries role—Product Management, Compliance, Global Public Sector Engineering, or Product Marketing You're passionate about working with customers in regulated markets such as public sector, healthcare, and financial services You're customer-focused with high standards for quality You're energized by growth-stage opportunities You can engage deeply with technical, compliance, security, and executive audiences alike—from platform engineers to CISOs and CTOs You have excellent verbal and written communication skills, with the confidence to present ideas to technical stakeholders and executives alike You enjoy partnering cro

RestAIGoRust
D
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -100%

About Datalab Datalab trains models that read documents reliably at scale. The world's most important information is trapped in PDFs, scans, and files that can't easily be parsed, and getting it out correctly matters. From frontier AI labs processing training data to Fortune 500s like Siemens extracting decades of engineering records, Datalab is where businesses turn to when extraction has to be right. We’re at an 8-figure run rate with a team of 7. Anthropic is a customer. And we have hundreds more across FAANG, frontier AI labs, healthcare, finance, government, and legal. Our tools, Chandra, Surya, Marker, and Lift, have 70,000+ GitHub stars and broad developer mindshare. We're backed by founding members of OpenAI, FAIR, and Hugging Face. Role Overview We're hiring our founding GTM - someone who can run the full cycle of sales; sourcing leads, managing the sales process, and closing deals, all while building the playbook that future hires will run on. Datalab makes document AI infrastructure that powers extraction at scale. We're at 8-figure revenue, and have grown revenue >5x YoY, with a team of 7. Anthropic uses Datalab. So do hundreds of other companies across FAANG, frontier AI labs, financial services, insurance, logistics, healthcare, and government. Our open-source projects (Marker, Surya, Chandra) have 60k+ stars and wide community adoption. Sales today is founder-led. The goal of this role is to build a real sales motion on top of that foundation - outbound, ICP definition, enterprise process, and the playbook itself. You won’t be selling alone - engineers and the founder are heavily involved in the sales process, and the whole company pitches in to unblock deals and support customers. This is a high-ownership, high-ambiguity role. We have standard pricing in some areas and open questions in others. We have strong signals about who our best customers are, but ICP isn't fully defined. You'll work alongside the founder and our GTM team to figure those th

ReactGitAIGo
P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Security Engineering is the engineering function inside the Plaid security org that focuses on developing the industry-leading security systems and infrastructure. Security Engineering owns most of Plaid’s security-related infrastructure: secure data storage, key management systems, internal identity platform, internal authentication systems, internal permission management, and internal authorization service. We develop solutions across data encryption, key management, access control, and data loss prevention to protect sensitive consumer data. We believe in the Zero Trust security model and are always looking for ways to improve our authentication and access control platforms. About the role: You will develop security capabilities to secure Plaid infrastructure and sensitive data access. You will lead the team’s strategic planning in collaboration with the manager and other senior engineers. You will own, maintain, and build Plaid’s security infrastructure and services like IAM Gateway, Key Management System and Network Firewall. You will consult with product engineers to ensure Plaid services meet security standards. You will help educate and support other engineering teams to improve security in

S
📍 New York, NY, United States
✓ Quality checkedCompany trend -87.9%

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

P
📍 New York, New York, United States· Full-time
✓ Quality checkedCompany trend -72.3%

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. Plaid’s mission is to unlock financial freedom for everyone by making money movement and access to financial data simple and secure. As a Fullstack Software Engineer, you will design and build the systems and experiences that power how millions of people connect to their finances. You will work across the stack, building scalable backend services and APIs while also crafting intuitive, high-quality frontend experiences that bring those systems to life. This role is ideal for engineers who enjoy switching between backend problem-solving and frontend user experience work, and who are excited to grow their impact across both. You will collaborate closely with product managers, designers, and other engineers to ship products that are reliable, secure, and delightful to use. At Plaid, engineers take ownership early, contribute to architectural decisions, and see their work reach millions of users. Responsibilities: Build across the stack. Design, develop, and maintain scalable backend services and APIs, as well as intuitive, high-quality frontend applications that bring those systems to life. Collaborate cross-functionally. Partner closely with product managers and designers to define requirements and de

JavaScriptJavaSQLMySQL
A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Advisor Experience team builds bespoke solutions for financial advisors to grow and sustain their business, starting with a new secure messaging experience. As a Senior Software Engineer with a frontend emphasis, you will be the primary owner of the team’s user interface layer — crafting modern, performant, and intuitive experiences that financial advisors rely on daily. You will lead frontend architecture decisions, build and maintain component systems, and collaborate closely with Product Design to translate complex advisor workflows into elegant, accessible interfaces. While your primary impact will be on the frontend, you will work across the full stack as needed to deliver complete features and integrate with backend services and APIs. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Lead frontend development for the Advisor Experience Secure Messaging product, building rich, performant user interfaces using modern web frameworks. Design and maintain scalable frontend a

JavaReactNode.jsVue
A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

A
📍 New York, NY, United States
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role The Client Success Management (CSM) team at Addepar is responsible for the complete post-sales lifecycle of a client. Through strategic guidance and partnership, CSM ensures clients derive maximum value from the platform, leading to overall adoption success, retention, and renewal. Few roles provide such a direct impact on the growth of the company. The CSM Team manages some of Addepar’s largest and most sophisticated clients, including Single Family Offices, Multi-Family Offices and traditional Wealth Management Firms. You will become a trusted partner, deeply understanding and advising on their business, including their strategy, clients, services, team, and technology, and helping them increase the value they get from Addepar. This role works closely with the Account Executive, cross-functional R&D, and Services teams to effect change management and drive standard methodologies and utilization of the platform. You will be the client’s internal advocate, helping ensure an excellent experience, and capturing feedback on ways that Addepar can build the next generation of client-centric solutions. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa spons

P
📍 New York, New York, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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. Team Overview Plaid's TechOps team is the technical foundation that is a major stakeholder in keeping the company running. We own the systems, tools, and infrastructure that every Plaid employee depends on from identity and endpoint management to help desk support, office infrastructure, and the internal tooling that powers day-to-day productivity. What sets us apart from a traditional IT team is how we approach the higher level goals we have to improve our systems and tooling over time. We treat corporate infrastructure like an engineering problem: configuration lives in code when possible, endpoint provisioning is automated, access assignment is self-service, and we're always looking for ways to make our systems more reliable and our support burden smaller. We've built real momentum in that direction, and we're investing in the people and tools to take it further. We're a small team with broad ownership and high standards. We work closely with Security, Engineering, and People teams to make sure Plaid's internal environment is secure, scalable, and ready for where the company is going whether that's a new office, a new compliance requirement, or a new way of working enabled by A

PythonAITerraformProcurement
P
📍 New York, New York, United States· Full-time· Remote
✓ High-confidence listingCompany trend -72.3%
Quick readStrong listing-quality and freshness signals

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. Plaid’s Consumer team owns all of Plaid’s consumer facing surfaces. This includes Link, Plaid’s flagship product, which has been used by over half of all US adults to share their information safely and securely with financial applications. Link drives the vast majority of Plaid’s revenue. We’re also building out Plaid’s first B2C product, which is an exciting, 0-1 space for us. Both areas are top business priorities. Responsibilities As the Plaid Account PM, you will own everything related to the consumer identity on Plaid. This includes: User authentication (UX and risk models) Launching a surface for users to manage their connections and permissioning with various applications. This spans across both traditional fintech and agentic fintech. Leading company-wide workstreams around establishing a first party relationship with consumers Roadmap around creating deeper and richer network of consumer profiles on Plaid Define the roadmap for sign up for quarterly / half year goals and partner with cross-functional team to hit them Drive prioritization and execution (build, measure, iterate) Identify opportunities through consumer feedback and staying close to our data / dashboards Part

Accounting
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