Financial Representative / Advisor

About Ramp Ramp builds intelligent infrastructure for financial operations, helping organizations streamline and automate their spending processes. The platform manages over $100 billion in annual expenditures for more than 50,000 businesses, handling tasks like payment authorizations, risk assessments, spend categorization, and financial reconciliation. The problems Ramp addresses are complex and require accurate, thoughtful solutions. The team values initiative, urgency, and a growth mindset over traditional credentials. Every employee has the chance to take ownership and make decisions that drive real results. On average, Ramp customers see a 5% drop in costs and a 16% boost in revenue within their first year, well above industry benchmarks. Ramp aims to make this level of impact available to every forward-thinking company. Role Overview: Partner Development Representative, Financial Institutions Location: New York, NY (HQ) The Channel Sales team is looking for individuals who combine strong social skills with a talent for building partnerships. This Partner Development Representative role focuses on creating new relationships with financial institutions that lead to sales opportunities for Ramp. Success in this position comes from curiosity, a willingness to tackle challenges, and a drive to achieve results. As the first point of contact for potential partners, the Partner Development Representative plays a key part in Ramp’s growth by initiating and developing new business connections in the financial sector.

Your ImpactAs the Director of Financial Institutions at Elliptic, you will be the foremost expert and strategic advisor on the integration of digital assets within traditional financial institutions. Your authoritative insights will guide established financial services companies as they navigate the complexities of regulatory compliance and operational excellence while adopting digital assets. Your influence will be pivotal in shaping our service offerings for institutional clients, guiding product development for enterprise solutions, and establishing Elliptic as the premier advisor for financial institutions venturing into the digital asset domain.Joining a diverse and collaborative global team of experts in legal, regulatory, compliance, and technical fields, you will leverage their extensive knowledge of both digital assets and traditional finance. Together, you will share insights, co-create strategic frameworks, and support cross-functional initiatives to deliver unparalleled solutions for our institutional clientele. Your contributions will enhance our multidisciplinary team, playing a vital role in fostering responsible innovation in the crypto and financial services sector.In this influential role, your deep understanding of both the financial services landscape and digital assets will directly impact Elliptic's strategic and commercial direction. You will spearhead the creation of go-to-market strategies, prioritize product development to meet institutional requirements, and forge high-level relationships with banks, asset managers, and other key stakeholders. Your leadership will contribute significantly to revenue growth, client satisfaction, and market expansion by ensuring our offerings evolve alongside the needs of regulated financial institutions.Collaborating with a global team of specialists in compliance, policy, and regulatory matters, you will implement integrated strategies that position Elliptic as the most trusted partner for institutions navigating the digital asset ecosystem. Your leadership will empower institutional clients to innovate with confidence, reinforcing Elliptic’s commitment to shaping the future of finance.

Role Overview Chainalysis is hiring a Senior Financial Institution Subject Matter Expert focused on Institutional Banking and Digital Assets. This position is based in the New York office. What You Will Do Advise on digital asset integration for institutional banking clients Offer guidance on regulatory compliance related to digital assets Work closely with internal teams to shape and improve institutional banking solutions Share insights that help clients adapt to changes in the financial sector About the Team Collaborate with colleagues who bring a range of perspectives to digital assets and institutional banking. The team values practical expertise and clear communication as they support clients through industry shifts.

About Ramp Ramp builds financial management tools for businesses, automating over $100 billion in annual spend for more than 50,000 companies. Our platform integrates into every transaction, helping finance teams authorize payments, spot risks, categorize expenses, and close books with speed and accuracy. We focus on solving complex, data-heavy challenges where the impact is significant. Ramp values action and results over credentials. Every team member takes ownership and drives meaningful outcomes. Customers using Ramp typically save 5% and see 16% revenue growth in their first year, outperforming those who do not use our solutions. We aim to make these results available to every ambitious business. Role Overview: Partner Development Representative | Reseller Location: New York, NY (HQ) The Reseller Partner Development Representative (PDR) will help grow Ramp’s Reseller Channel by identifying and engaging new partners. This role centers on sourcing and qualifying Value Added Resellers (VARs) and distributors, building relationships with their leadership, and setting the stage for long-term, revenue-generating partnerships. This position suits someone proactive, eager to shape strategies for scaling our reseller acquisition, and ready to work closely with Channel Partner Managers to turn qualified leads into strong partnerships. Who Thrives in This Role Skilled at outbound prospecting and acquiring new partners Enjoys building business strategies from scratch Interested in the reseller ecosystem and VAR market approaches Wants to help shape Ramp’s channel program in its early stages What You Will Do Source and qualify new reseller partners through outreach and by responding to inbound interest Assess potential partners (VARs or distributors) to determine alignment with Ramp’s goals Connect with senior stakeholders, including Partnership Leaders, Sales Executives, C-suite, and Vendor Managers, to introduce Ramp’s reseller program

Join Plaid as a Partner Development Manager in the Banking & Wealth division, where you'll play a pivotal role in fostering strategic partnerships and driving growth in the financial services sector. Your expertise will be instrumental in identifying new business opportunities and enhancing our relationships with key stakeholders. Collaborate with cross-functional teams to deliver innovative solutions that meet the evolving needs of our clients.

Role Overview Justworks is hiring a Financial Analyst - Business Partner in New York, NY. This role supports business decision-making by providing clear, data-driven insights. The analyst works closely with teams across the company to review financial performance, identify trends, and help guide profitability. What You Will Do Collaborate with cross-functional groups to analyze financial results Forecast trends and assess their impact on business goals Support strategic initiatives with detailed analysis Help improve operational efficiency through financial insights What Sets This Role Apart This position combines analytical work with hands-on partnership across teams. The right candidate enjoys using numbers to shape business strategy and drive results.

About KKR & Co. Inc. KKR is a global investment firm focused on alternative asset management, capital markets, and insurance solutions. The company manages funds across private equity, credit, and real assets, and partners with strategic hedge funds. Insurance subsidiaries, including Global Atlantic Financial Group, offer retirement, life, and reinsurance products. KKR's activities include both its sponsored funds and insurance operations. Role Overview: Program Analyst, Institutional Markets This position sits within the Risk & Modeling team in Global Atlantic’s Commercial division, based in New York. The team consists of seven members who provide analytics to support the assessment, acquisition, and monitoring of insurance liabilities. The Program Analyst works closely with colleagues across the Commercial group and regularly interacts with business leaders and senior management. Key Responsibilities Conduct liability modeling for pricing and financial analysis. Reconcile model outcomes, including single cell analysis, with multiple data sources. Identify insurance and capital markets risks by applying stress tests to liability and market assumptions. Perform static and dynamic validations. Support the development of deal models under US Statutory, Bermuda Economic Balance Sheet, and GAAP standards. Contribute to experience studies for reinsurance pricing and performance evaluation. Work with Actuarial, Risk, and Finance teams to onboard new deals and monitor their results. Assist the Deal and Investments teams in evaluating portfolios and asset-liability management strategies. Location New York

At Kpler, our mission is to empower organizations to navigate the complexities of global markets with confidence. We simplify trade information and deliver actionable insights that enable our clients to make informed decisions across commodities, energy, and maritime sectors.Founded in 2014, we have consistently aimed to provide unparalleled intelligence through intuitive platforms. Our diverse team, comprising over 700 experts from more than 35 countries, is dedicated to transforming intricate data into effective strategies, ensuring our clients maintain a competitive edge in a rapidly evolving market. Join us in utilizing innovative solutions to achieve significant outcomes, while receiving exceptional support throughout your professional journey.About the Role: We are seeking a motivated and hands-on Sales Development Representative who will focus on generating OUTBOUND new business leads across the Americas. This role requires you to become a subject matter expert in Kpler's Maritime, Shipping, and Logistics product suite. Reporting to the Regional Team Lead, you will be a driven individual capable of meeting and exceeding sales targets.

Join our dynamic team at Northwestern Mutual Seery Financial as a Financial Representative. In this role, you will have the opportunity to build meaningful relationships with clients, helping them achieve their financial goals through personalized financial planning and investment strategies. We are looking for motivated individuals with a passion for finance and a desire to help others.

Position Overview: We are seeking a dynamic and experienced Tax Partner to lead our Financial Services group at Anchin. In this senior leadership role, you will provide strategic tax advice and services tailored to clients in the financial services sector, including private equity and funds.Key Responsibilities:Establish and nurture robust relationships with key clients in the financial services industry.Deliver high-level tax advisory services encompassing tax planning, structuring, and compliance.Identify and mitigate tax risks while ensuring compliance with applicable tax laws and regulations.Stay updated on changes in tax legislation, ensuring clients are informed of critical updates.Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.Lead and mentor a team of tax professionals, fostering their growth and development.

Lab49 is on the lookout for an innovative and entrepreneurial Strategic Account Director to revitalize and expand a significant strategic account that has become dormant. This is not a standard maintenance position; it offers a unique opportunity to rebuild relationships from the ground up, unlock new business avenues, and position Lab49 as a trusted innovation partner across front, middle, and back office operations.The OpportunityLab49 is renowned for developing state-of-the-art digital products and platforms for the world's leading financial institutions. While we have achieved substantial success in technology sales, we are now broadening our focus to engage with business and functional leaders in trading, operations, and procurement. We seek a confident and well-connected professional who excels at forging new relationships, opening doors, and discovering opportunities that may be overlooked by others.You will be the driving force behind transforming conversations - helping clients realize that Lab49 is not merely a provider of staff augmentation services, but a strategic partner capable of delivering distinctive business and technological results.

Join our team as a Financial Representative / Financial Advisor where you will have the opportunity to build meaningful relationships with clients while guiding them through their financial journeys. You will be responsible for assessing clients' financial needs, providing tailored solutions, and offering exceptional customer service. This role is perfect for individuals who are passionate about finance and eager to make a positive impact in people's lives.

About CentariAt Centari, we are pioneering the future of law and finance through our cutting-edge deal intelligence platform. We recognize that in the realm of high-stakes negotiations, the real advantage stems from harnessing private deal data. Our proprietary Deal Reasoning Engine converts complex documents into actionable insights, enabling global deal teams to leverage their organization’s collective expertise for successful negotiations.Our diverse team comprises attorneys, financial specialists, and engineers united in a hybrid, cross-cultural environment. We are proudly supported by leading enterprise AI investors such as GTMfund, Jeremy Kranz (former DoorDash board member), Andy Appelbaum (co-founder of Seamless), Jack Altman, South Park Commons, and Recall Capital.We thrive on complexity as it is the birthplace of true innovation. If you are a proactive builder who excels in uncertain situations and embraces radical ownership, we would love to connect with you.For more details, visit centari.com or find us on LinkedIn.About the RoleWe are seeking a Business Development Representative to enhance our pipeline in Centari's rapidly expanding market segments. In this frontline role, you will identify and engage with partners, associates, and practice group leaders at AmLaw 100 firms, as well as senior dealmakers within financial institutions.This position carries significant impact and visibility, as your outbound efforts will directly influence our company’s trajectory. You’ll collaborate closely with our Strategic Account Executive and GTM leadership to craft targeted outreach strategies, execute campaigns, and secure meetings that translate into successful partnerships. If you are eager to delve into enterprise sales, understand the operations of elite law firms and funds, and contribute to a transformative AI initiative, this is your chance.Core ResponsibilitiesDesign and implement multi-channel outbound campaigns utilizing email, LinkedIn, and phone outreach.Qualify incoming leads through structured discovery processes, directing opportunities to Account Executives.Schedule qualified meetings that lead to pipeline growth—success is determined by the quality of engagements, not merely volume.Collaborate with Sales and Marketing to synchronize outreach efforts with campaigns, events, and product launches.

Join us as a Financial Representative and embark on a rewarding career path where you will engage with clients and build lasting relationships. Your confidence in connecting with others will be key as you establish your reputation in the financial industry. Building a robust client base typically takes time, so be prepared for a journey that can lead to substantial financial rewards.As you begin your career, consider pursuing internships at various financial companies to gain insights into the business landscape. After graduation, finding a personal mentor can be invaluable in transforming your academic knowledge into practical skills in finance.Success as a Financial Representative hinges on your ability to prospect for new clients and grow your book of business. Your proactive approach will determine your advancement in this fulfilling career.

We are seeking a dynamic and strategic Senior Lead Client Partner to join our Financial Services team at Pinterest. In this pivotal role, you will lead the charge in fostering strong relationships with our financial services clients, driving innovative solutions, and maximizing their success on our platform. You will collaborate closely with cross-functional teams to deliver exceptional results and enhance our clients' brand presence.

Join Coinbase, a leading platform in the cryptocurrency space, as a Manager of Institutional Sales. In this pivotal role, you will spearhead our efforts to expand our institutional client base, leveraging your expertise in financial markets and client relations. Your strategic mindset and passion for digital assets will be crucial in driving sales initiatives and fostering long-term relationships with key institutional clients.

Entertainment Benefits Group is looking for a Manager, Partner Development based in New York. This position centers on developing and maintaining strategic partnerships that drive business growth. Role overview The Manager, Partner Development will take the lead in building relationships with key partners. The role involves identifying opportunities for collaboration and ensuring that partnerships deliver value to both Entertainment Benefits Group and its partners. What you will do Build and strengthen strategic partnerships to support company objectives Guide efforts that encourage effective collaboration with partners Focus on delivering value for both Entertainment Benefits Group and partner organizations

BitGo stands as the premier infrastructure provider of digital asset solutions, offering an array of services including custody, wallets, staking, trading, financing, and settlement, all from a foundation of regulated cold storage. Since our inception in 2013, we have been dedicated to empowering our clients to confidently navigate the digital asset landscape. With a robust global footprint and numerous Trust companies, BitGo caters to thousands of institutions, encompassing many of the industry's most distinguished brands, exchanges, and platforms, alongside millions of retail investors globally. As a cornerstone of the digital economy, BitGo processes a substantial volume of Bitcoin network transactions and is recognized as the largest independent digital asset custodian and staking provider worldwide. For further details, please visit www.bitgo.com.We are excited to enhance our team with the addition of a Business Development Representative stationed in New York, who will report directly to our Managing Director, Head of Institutional Sales. This role presents an excellent opportunity for sales professionals with a background in cryptocurrency, financial services, or technology sales. As an individual contributor, your primary focus will be on prospecting new leads and identifying qualified opportunities for our Sales team.

Join Celonis as a Client Value Partner (CVP) in the dynamic Financial Services sector. In this pivotal role, you will leverage your expertise to drive value for our clients, ensuring that they maximize their investment in our process mining technology. Collaborate with cross-functional teams to analyze business processes, identify inefficiencies, and implement data-driven solutions that enhance operational performance.As a CVP, you will serve as a trusted advisor to our clients, guiding them through transformational changes and showcasing the tangible benefits of our offerings. Your analytical skills and strategic mindset will be essential in crafting tailored solutions that meet diverse client needs.