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
✓ High-confidence listing

$220K – $270K/yr

Quick readStrong listing-quality and freshness signals

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. Legal at Brex The Legal team helps the company grow responsibly, advocating for Brex and for the thousands of growing businesses we serve. We provide strategic advice and guidance to all Brex teams, protect Brex, advise on risk, and represent the company externally, negotiating with partners and interacting with regulators. Reimagining the financial system in a highly regulated environment requires creativity and resourcefulness, and we welcome the challenge. What you'll do You will help us build, globally scale, and continuously improve Brex's spend management software products, including budgets, spend policies, approvals, and audit and controls from the earliest stages of ideation through launch—translating complex regulatory, card network, and bank partner requirements into practical product decisions and helping teams move fast without compromising on compliance. You'll help advise on the regulatory and commercial issues that ari

AWSAIGoExcel
B
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$294K – $325K/yr

Quick readStrong listing-quality and freshness signals

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. Sales at Brex The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team. What you’ll do As an Enterprise Account Executive, you will be a part of a critical sales team at Brex focused on expanding our reach into the Enterprise segment. This team is tasked with hunting large, strategic, global new clients for Brex and communicating the value of our industry leading Financial Operating System (Corporate Credit Card, Expense Management, Procurement, Travel, etc.) If you enjoy working in a creative, competitive environment while helping cu

AIGoRustAccounting
B
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$191.6K – $239.6K/yr

Quick readStrong listing-quality and freshness signals

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. Sales at Brex The Sales organization at Brex is responsible for driving growth across both new business and the install base. Our Account Management team plays a critical role in deepening customer relationships, expanding value, and ensuring long-term retention across our commercial segment. We operate with a high-performance culture rooted in accountability, partnership, executional rigor, and customer-centricity. Every Account Manager has direct impact on revenue, customer health, and strategic outcomes. What you’ll do Brex is looking for a Manager of Sales Account Management to lead a team of high-performing Account Managers responsible for retaining and expanding revenue across our commercial segment. You will be accountable for renewal and expansion performance, while setting clear expectations for commercial rigor and value-based selling. You will coach Account Managers to deeply understand customer financial workflows and stak

AIGoSalesforceMarketing
B
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$280K – $350K/yr

Quick readStrong listing-quality and freshness signals

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, Product identifies, scopes out, and helps build 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 Group Product Manager, you'll own a product area that sits at the center of Brex's highest-priority bets, setting the multi-quarter vision, making hard prioritization calls, and ensuring your team delivers outcomes that move company-level metrics, not just ship features. This means operating across several modes. Leading strategy, identifying where AI and automation can mean

AIAccountingFinanceHR
B
📍 New York, New York, United States· Full-time
✓ High-confidence listing
Quick readStrong listing-quality and freshness signals

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. Compliance at Brex The Compliance team helps the company grow responsibly, advocating for Brex and for the tens of thousands of growing businesses we serve. We own the compliance policies for Brex, provide strategic advice and guidance to all Brex teams, protect Brex from financial crime and other compliance risks, and represent the company externally on key regulatory and policy issues. Reimagining the financial system in a highly regulated environment requires creativity and resourcefulness, and we welcome the challenge. What you’ll do As a Risk & Compliance Lead at Brex, you will play a critical role in ensuring compliance with regulatory requirements and internal policies regarding the regulatory compliance program. This role involves managing activities related to core compliance program processes and frameworks and ensuring that Brex adheres to its regulatory and partner obligations. The role will report directly to Brex’s D

SQLAIGoExcel
DC
📍 New York, New York, United States· Full-time
✓ High-confidence listing

From $1.1M/yr

Quick readStrong listing-quality and freshness signals

Position Overview: The Senior Financial Analyst will play a critical role in supporting Diligent’ s financial planning and analysis efforts across assigned regions or business areas. This role provides deep insights and actionable recommendations that inform both strategic and operational decisions. The Senior Financial Analyst leads budgeting, forecasting, variance analysis, and financial modeling activities, while partnering closely with cross-functional teams and business leaders to drive performance and operational efficiency. The successful candidate demonstrates advanced analytical skills, strong business acumen, and the ability to influence stakeholders through clear, data-driven insights. Key Responsibilities Lead the design, maintenance, and enhancement of financial reporting packages, models, and dashboards to support business decision-making Analyze, consolidate, and interpret complex financial and operational data to identify trends, variances, and actionable business insights Drive budgeting, forecasting, and monthly/quarterly management reporting processes, ensuring alignment with company goals and financial statements Prepare and present financial materials for leadership and Board meetings, providing analysis and recommendations Partner with cross-functional teams (Accounting, Sales Operations, HR, Product, etc.) to support financial planning, process improvements, and strategic initiatives Perform advanced ad-hoc financial analyses to guide key operational and strategic decisions Identify opportunities to improve financial systems, tools, and processes for enhanced efficiency and data accuracy Mentor and provide guidance to junior analysts as needed, contributing to team development and knowledge sharing Required Experience/Skills 2-5 years of experience in financial reporting, analysis, or FP&A &nbs

AWSGitAIGo
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📍 New York, New York, United States· Full-time
✓ High-confidence listing

$170K – $225K/yr

Quick readStrong listing-quality and freshness signals

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

GitAIGoRust
L
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$900K – $1.2M/yr

Quick readStrong listing-quality and freshness signals

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

GitRestAISEM
L
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$80K – $110K/yr

Quick readStrong listing-quality and freshness signals

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

PythonSQLGitRest
L
📍 New York, New York, United States· Full-time
✓ High-confidence listing

$95K – $140K/yr

Quick readStrong listing-quality and freshness signals

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

GitAIGoRust
S
📍 New York, NY, United States· Full-time
✓ High-confidence listingCompany trend -87.9%
Quick readStrong listing-quality and freshness signals

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 Platform Sales team works with B2B Software Platforms to help them facilitate payments for their customers using our Stripe Connect product. Software Platforms, also known as B2B Indirect, are software platform businesses who serve other businesses. Platforms already using Stripe include Shopify, Lightspeed and Mindbody. What you’ll do Responsibilities Recruit, train and lead a team of new business sales professionals Develop both the long-term vision and strategy for the team and manage day-to-day operations Be accountable for increasing revenue and scaling the team Coach, mentor and guide the team in developing consultative and solution-based sales skills Effectively work cross-functionally across the organization to shape Stripe’s solutions to meet client needs Inspire, motivate and enable individual development to promote career growth of direct reports Who you are We are looking for a self-starting leader who has demonstrated success dealing with ambiguity, operating in a high-growth environment, and solving complicated problems with limited oversight. Ideal candidates will have management and leadership experience scaling a technology sales team, superior communication skills, and a knack for understanding unique customer needs. Minimum requirements 13+ years of technology sales experience with 5+ years of people management experience Experience hiring, training and coaching a high-performance sales team Ability to build rela

AITrainingB2B
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. 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

S
📍 New York, NY, United States
✓ High-confidence listingCompany trend -87.9%
Quick readStrong listing-quality and freshness signals

Who we are About Stripe Stripe, LLC. 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 Responsibilities Drive risk strategy for company-level strategic initiatives, which includes: partnering with the company’s product, legal, operations, sales, and partnerships teams to solve risk problems and ensure a positive user experience. Perform research and analysis to assess Stripe’s current risk performance and develop and prioritize long-term strategic plans for future growth. Increase business enablement, allowing the types of supportable merchants to safely grow at scale, continuously optimizing for efficiency and effectiveness, and stay hyper focused on a positive user experience. Challenge the status quo and provide multiple alternative solutions and key execution criteria. Execute special projects and provide ad hoc analyses as initiatives, products, risks, and opportunities are constantly evolving. Who you are Minimum requirements Must have a Bachelor's Degree or foreign equivalent degree in Law, Business, Policy, Development Studies, or a related field, plus five (5) years post-bachelors, progressive related work experience as a Risk Strategist or a related occupation. Must also have five (5) years of experience in each of the following: Developing risk strategies and solutions and working with technical products, including working with product and engineering, and operations teams for implementation; Distilling complex, ambiguous risk and policy problems into clear guidance for internal sta

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 Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. 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 Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account

AISalesforceFinance
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 We are currently seeking an Account Executive to join our Sales Team! We are looking for a superstar to add to our ever expanding team. We are seeking an experienced, quota carrying sales performer who is looking to help grow Addepar to be the financial platform for the Finance Industry. The Account Executive will be responsible for growing new ARR for large RIAs’, Multi-Family Offices and Private Banks. Addepar takes a market-based approach to pay. A successful candidate’s starting pay will be determined based on the role, job-related skills, experience, qualifications, work location, and market conditions. The range displayed on each job posting reflects the minimum and maximum target base salary for roles in Colorado, California, and New York. The current range for this role is $108,000 - $135,000 (base salary) + bonus + equity + benefits. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. Additionally, these ranges reflect the base salary only, and do not include bonus, equity, or benefits. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-base

AISalesforceFinance
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