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,
Jobs in United States
Financial Underwriting Lead in New York
156 active opportunities · Updated October 2026
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Explore current financial underwriting lead jobs in New York. Filter by work mode, employment type, experience, department, date posted and distance.
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
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 Credit team at Plaid builds lending solutions across the full lender lifecycle — including underwriting, verification, and servicing. We help lenders make faster, more informed decisions using consumer-permissioned financial data. Within Credit, the Insights team develops data-driven products including LendScore, Income Insights, CashFlow Insights, and Network Insights. These products power smarter credit decisioning for lenders of all sizes. As a Product Manager on the Insights team, you will drive execution across our portfolio of credit decisioning products. You’ll work closely with engineering and data science teams to ship high-quality product experiences, and partner with sales and marketing on go-to-market motions. You’ll report to the Insights product lead and play a critical role in ensuring we deliver on our roadmap commitments while maintaining the flexibility to pursue new product opportunities as they emerge. Responsibilities Own end-to-end execution of the product roadmap for LendScore, Income Insights, CashFlow Insights, Network Insights, and new Insights products Write product specs, define requirements, and work with engineering and data science to deliver features on schedule R
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. Our Credit team at Plaid is building the largest cash flow based Consumer Reporting Agency (CRA) in the US to deliver lending solutions across the full lender lifecycle — including underwriting, verification, and servicing. We help lenders make faster, more informed decisions using consumer-permissioned financial data. As the Product Manager for our CRA Network team, you will grow the number of consumers that have permissioned their data to our CRA, Plaid Check. You will build a more robust experience for consumers to interact with the CRA and learn more about sharing cash flow data with lenders. Responsibilities Own and accelerate the growth and health of our CRA network Drive credit initiatives across the broader Plaid network Own consumer consent UX experience including conversion and improvements Build trust through our CRA consumer experience Qualifications 5+ years of product management experience Must have built and owned a lending product at a FinTech Experience working on a growth product - especially on a network product Deep understanding of the E2E lending process from acquisition to originations to servicing Excellent communication skills and the ability to advocate f
From $80K/yr
As a Finance Systems Analyst, you will play a key role in modernizing Datadog's finance organization through process automation, data analytics, and financial systems optimization. Working within the Finance Systems team, you will partner closely with Accounting, FP&A, Tax, and other finance stakeholders to improve the efficiency, accuracy, and scalability of financial processes and reporting. You will leverage technologies such as AI tools, SQL, Python, Tableau, and financial systems to analyze data, automate workflows, and deliver actionable insights. This role offers an opportunity to help shape how emerging technologies, including AI, transform finance operations while contributing to strategic decision-making across the business. At Datadog, we place value in our office culture - the relationships and collaboration it builds and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You'll Do: Partner with Accounting, FP&A, Tax, and other Finance stakeholders to gather requirements and translate business needs into scalable reporting and analytics solutions. Collaborate with cross-functional teams including IT, Business Systems, Sales Systems, and Analytics to drive data and automation initiatives. Build and maintain dashboards and reporting tools that monitor financial and operational performance and support evolving business priorities. Automate recurring finance processes and enhance data workflows using AI tools, data visualization platforms, and custom solutions. Support financial system implementations and upgrades through data migration, mapping, reporting integration, testing, and validation activities. Deliver analytical insights and maintain documentation that enables self-service reporting and informed decision-making across Finance. Who You Are: Have 1-5 years of experience in data analytics, financial systems, finance operations, or a rel
From $1.1M/yr
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
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
Who Are We? Postman is the world’s leading API platform, used by more than 45 million+ developers and 500,000 organizations, including 98% of the Fortune 500. Postman is helping developers and professionals across the globe build the API-first world by simplifying each step of the API lifecycle and streamlining collaboration—enabling users to create better APIs, faster. The company is headquartered in San Francisco and has offices in Boston, New York, Austin, Tokyo, London, and Bangalore - where Postman was founded. Postman is privately held, with funding from Battery Ventures, BOND, Coatue, CRV, Insight Partners, and Nexus Venture Partners. Learn more at postman.com or connect with Postman on X via @getpostman. P.S: We highly recommend reading The "API-First World" graphic novel to understand the bigger picture and our vision at Postman. About the Team Postman is the world’s leading API platform, used by millions of developers and thousands of organizations to design, build, test, and operate APIs that power modern software. As APIs become the backbone of digital business and AI-driven systems, enterprises rely on Postman to ensure the quality, security, and governance of the APIs that run their most critical applications. Financial services has emerged as one of Postman’s fastest-growing and most strategic customer segments. Banks and financial infrastructure providers are increasingly building platform businesses powered by APIs, enabling everything from payments and open banking to embedded finance and AI-driven services. To accelerate our momentum in this market, we are launching our first vertical-focused sales team dedicated to financial services. We are looking for a Head of Financial Services, Americas to build and lead this effort. This is a senior leadership role reporting directly to the Chief Revenue Officer, based on the East Coast (preferably New York City or Boston). The Opportunity You will lead Postman’s enterprise sales team for the
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
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 $268.5K/yr
WHAT IS BOX? Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. We help companies thrive in the new AI-first era of business. Founded in 2005, Box simplifies work for leading global organizations, including JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. By joining Box, you will have the unique opportunity to continue driving our platform forward. Content powers how we work. It’s the billions of files and information flowing across teams, departments, and key business processes every single day: contracts, invoices, employee records, financials, product specs, marketing assets, and more. Our mission is to bring intelligence to the world of content management and empower our customers to completely transform workflows across their organizations. With the combination of AI and enterprise content, the opportunity has never been greater to transform how the world works together and at Box you will be on the front lines of this massive shift. WHY BOX NEEDS YOU We need strong sellers to help new Financial Services customers realize their digital transformation goals while evolving how our current customer base leverages Box. By joining the Box Enterprise Sales team you will have an opportunity to work alongside our senior sales leaders and our most strategic customer base within banking and wealth management. WHAT YOU'LL DO Source and close net new logos within a given territory within the Financial Services vertical, specifically across Retail Banking, Capital Markets, and Wealth & Asset Management institutions Research and understand your customers and prospects to gain insight into their business challenges and Box value proposition Influence and drive the sales pr
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
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
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
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