Lead Client Partner in Financial Services

The Company You’ll JoinCarta is at the forefront of connecting founders, investors, and limited partners through innovative software designed specifically for the venture capital, private equity, and private credit landscapes. With the trust of over 65,000 companies across more than 160 countries, Carta’s platform equips you to build, invest, and scale confidently.Our Fund Administration platform currently supports over 9,000 funds and SPVs, managing nearly $185 billion in assets. Our tools are tailor-made to enhance the strategic capabilities of fund CFOs. Recognized by leading publications like Fortune, Forbes, and Great Places to Work, Carta is pioneering the future of private market infrastructure.We are committed to creating a comprehensive ERP platform tailored for private markets. Traditional ERP solutions often fall short for private funds, which require a cohesive software solution to replace outdated spreadsheets and fragmented service models. Carta's innovative software for the Office of the Fund CFO is geared towards transforming private markets to mirror the efficiency of public markets—a connected ERP for private capital.To discover more about our offices and culture, please visit our Carta careers page.The Problems You'll SolveAt Carta, we’re revolutionizing the private market operations. Stakeholders in this domain encounter intricate, high-stakes operational challenges, particularly during transitions and onboarding. By leveraging your unique blend of strategic finance expertise, operational leadership, and relationship management skills, you will deliver exceptional experiences to our most sophisticated clients.As a Client Partner, you will not only be a subject matter expert but also a strategic advisor and transformation leader, orchestrating successful cross-functional collaboration from late-stage sales to go-live.As a Client Partner, your responsibilities will include:Enhancing win rates by providing executive-level backing to Go-To-Market teams during late-stage sales cycles, facilitating the closure of strategic, enterprise-level deals.Leading high-level discovery sessions with prospective clients, integrating your industry insights with Carta’s best practices to develop customized operational and financial solutions.Serving as the primary continuity point for clients throughout onboarding and implementation, acting as a stable, trusted advocate aligned with C-level objectives.Managing critical transitions across internal teams (Sales, Product, Delivery, Support) with a focus on reducing complexity, risk, and friction for our clients.

About UsAt bkln, we are pioneering the future of tax-advantaged separately managed accounts (SMAs). Our innovative platform seamlessly integrates institutional-quality quantitative research, advanced technology, and personalized client support. Our mission is to offer tailored, tax-aware portfolios at scale.We seek not a traditional “relationship manager,” but rather an investment athlete who thrives at the intersection of clients, quantitative analysis, and technology — someone fluent in market dynamics, proficient in Python, and credible when engaging with sophisticated allocators.The RoleAs a Senior Client Portfolio Manager (CPM), you will convert quantitative insights into actionable client outcomes. Collaborating with portfolio managers, engineers, and customer success teams, you will customize portfolios, clarify performance and risk metrics, and contribute to a platform that is transforming wealth management. This high-visibility position entrusts you with the following responsibilities:- Serve as an ambassador for the SMA platform, engaging directly with clients and advisors.- Analyze portfolio data — including exposures, tax trades, drift, and risk — and present findings in an actionable manner.- Utilize Python for analyses, such as pulling time series data, diagnosing factor exposures, validating tax trades, and building quick diagnostic dashboards.- Collaborate with research and engineering teams to translate client requirements into product features and workflow enhancements.- Proactively monitor accounts for opportunities including tax-loss harvesting, transitions, customization, and compliance with restrictions.What We're Looking For- A minimum of 3 years of experience in asset management, wealth management, or investment consulting with direct client engagement.- In-depth knowledge of equity markets, factor risk, and tax-aware investing strategies.- Proficient in Python — while you need not be an engineer, you should be capable of manipulating data, conducting analyses, and effectively communicating with quantitative and technical teams.- Strong ability to switch contexts between technical details and client-focused narratives.- A proven track record of establishing trust and credibility with clients.

DeepIntent works at the intersection of healthcare and advertising, using data science and clinical insights to improve patient outcomes through strategic advertising. Learn more at www.DeepIntent.com. Role Overview The Client Analytics Manager leads analytics projects for major pharmaceutical and agency clients. Reporting to the Director of Client Analytics, this role combines hands-on data analysis with client-facing responsibilities. The position requires balancing multiple priorities, delivering clear insights, and supporting both clients and internal teams. The work highlights DeepIntent’s strengths in healthcare advertising measurement. What You Will Do Client Analytics & Engagement Lead analytics initiatives for assigned client accounts. Develop data-driven deliverables that communicate key insights. Run meetings to review KPIs, performance trends, and optimization opportunities with clients. Serve as a consultative resource for client questions. Present reports to clients and internal teams. Onboard new brands and clients, explaining methodologies and simplifying complex solutions for agency and manufacturer partners. Measurement Strategy & Outcomes Delivery Oversee measurement strategy and design for client accounts, providing business rules and guidance. Lead setup, activation, documentation, and walkthroughs for DeepIntent Outcomes(™). Ensure data accuracy and proper representation in all deliverables. Create custom reports and reviews aligned with client goals and templates. Deliver insights that show DeepIntent’s value and help clients succeed. Translate business needs into analytical outcomes with clear recommendations. Cross-Functional Collaboration Work with pod leads to align on client priorities and manage expectations. Act as the analytics expert in team discussions and internal communications. Identify and address issues that affect client performance.

About OpenX OpenX helps digital media businesses realize their full economic potential. The company builds digital advertising markets and technologies that deliver strong value to publishers and advertisers on every ad served, across many platforms. Teams at OpenX include specialists in designing and managing high-performance ad marketplaces. The company looks for creative, strategic thinkers who are interested in new approaches to market design, technology, operational excellence, and partner service in digital advertising. Role Overview: Client Partner for Curation The Client Partner for Curation focuses on building and growing relationships with a select group of important partners from nearly 100 clients on the OpenXSelect curation platform. This role is central to deepening partnerships, driving revenue growth, and setting up workflows that scale with key stakeholders in the OpenX curation portfolio. Responsibilities include working closely with teams at partner organizations and with internal OpenX departments. The Client Partner helps shape go-to-market strategies and works to maximize both strategic and commercial value for each partnership. What You Will Do Develop and expand relationships with core partners on the OpenXSelect curation platform Foster deep partnerships and accelerate revenue growth Establish sustainable, scalable workflows with key stakeholders Collaborate with cross-functional teams, both internally and externally Help define and execute go-to-market strategies Work to achieve revenue goals for the curation portfolio What We’re Looking For Strong understanding of the programmatic advertising ecosystem Extensive knowledge of the emerging curation landscape from product and business viewpoints Ability to engage effectively with senior-level partners and buyers Experience collaborating with both internal and external stakeholders to meet revenue targets Location This position is based in New York, NY.

About UsAt #paid, we are driven by a passion for empowering creators to pursue their craft—creating content that resonates. Our innovative marketplace connects curated creators with some of the world's most renowned brands such as McDonald’s, Samsung, and Disney, facilitating genuine partnerships that yield significant business outcomes. We tackle critical challenges within the creator ecosystem, such as equitable pricing, algorithmic partnerships, and content usage rights, ensuring every collaboration is both efficient and impactful.With our unique technology and steadfast dedication to trust and transparency, we are redefining how brands and creators collaborate to produce remarkable outcomes. Recognized as the top choice for customer support and managed services, #paid is at the forefront of creator marketing. Our combination of cutting-edge technology and a dynamic team is reshaping the future of the creator economy.The RoleAs a Client Partner at #paid, you will play a crucial role in driving growth by enabling brands and agencies to leverage the power of creator marketing. You will oversee the entire sales process, from prospecting to renewal, and will be instrumental in expanding our key client accounts. Utilizing your existing network or your ability to quickly establish connections with influencers and social media buyers, you will forge strategic partnerships across various industries, including Automotive, Travel, Technology, and Consumer Packaged Goods.

Veeva Systems is a mission-driven leader in the industry cloud, focused on accelerating the delivery of therapies to patients in the life sciences sector. As one of the fastest-growing SaaS companies in history, we achieved over $2 billion in revenue last fiscal year and continue to see significant potential for growth.Our core values - Do the Right Thing, Customer Success, Employee Success, and Speed - guide everything we do. We made history in 2021 by becoming a public benefit corporation (PBC), dedicated to balancing the interests of our customers, employees, society, and investors.As a Work Anywhere organization, we empower you to choose your ideal work environment, whether from home or in the office.Join us in transforming the life sciences industry and making a meaningful impact on our customers, employees, and communities.

Join West Monroe as a Senior Partner leading our Data and Analytics division. In this pivotal role, you will drive strategic initiatives, foster innovative solutions, and guide teams to deliver exceptional data-driven insights for our clients. Your expertise will shape our analytical capabilities, empowering organizations to harness the power of their data.

Join The Economist Group as a Client Partner in Media, where you will play a crucial role in shaping and executing media strategies for our esteemed clients. This position is ideal for a dynamic individual with a passion for media and client engagement.

About Brave Health Brave Health works to make mental health care more accessible for everyone, especially those who rely on Medicaid. Using technology, the team connects people with care no matter where they live. Brave Health focuses on removing barriers that keep people from getting the support they need, with a commitment to affordable, community-focused services. Role Overview Brave Health is hiring full-time Licensed Mental Health Counselor-Limited Permit (MHC-LP) professionals based in New York State. This position delivers outpatient care through a telehealth platform, all from home. Why Work Here 100% remote work from anywhere in New York State W2 full-time employment with a comprehensive benefits package Internal supervision for MHC-LPs provided at no cost Regular Monday to Friday schedule with no weekend shifts (choose 10am-7pm or 11am-8pm EST) Bi-weekly test prep and annual stipends for professional development Annual salary of $65,000 to $68,000 Extra pay available for bilingual Spanish speakers Brave Health serves patients of all ages and accepts both commercial and public insurance plans, including Medicaid and Medicare Qualifications Master's degree in a relevant field Licensed Master Social Worker (LMSW) in New York Authorized to work in the United States Private, secure home office space to ensure patient confidentiality and HIPAA compliance Fluent in English; Spanish or other language skills are a plus Key Skills Knowledge of mental health and/or substance use diagnoses Experience creating treatment plans Comfort using telehealth platforms and video communication tools

About UsDoubleVerify (DV) stands at the forefront of digital performance solutions, empowering advertisers and agencies to ensure the integrity of their digital campaigns. Our mission is to provide unparalleled transparency and data-driven insights into the quality and effectiveness of digital advertising for the world’s leading brands, agencies, publishers, and digital ad platforms. Since our inception in 2008, we have collaborated with numerous Fortune 500 companies to maximize their media investments by offering top-tier solutions across the digital advertising spectrum, fostering a more reliable industry. Discover more at www.doubleverify.com.Your RoleAs we advance our global footprint, we seek a stellar Senior Global Client Partner to spearhead and expand our Brand Sales initiatives. This role presents a unique chance to thrive in a dynamic, entrepreneurial environment characterized by a vibrant culture that is reshaping the global digital landscape.The ideal candidate will be an engaging, empathetic, and solution-oriented leader with a profound understanding of the ever-evolving digital media and ad tech ecosystems. Successful candidates will demonstrate strong leadership qualities and a proven track record in client service for major global brands across diverse industry verticals.This position offers an extraordinary opportunity for an intelligent, collaborative, and impactful leader to join a pioneering company and directly influence its growth within the digital media sector.

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.

Pinterest seeks a Lead Client Partner for Technology Solutions based in New York, NY. This role centers on building and maintaining strong relationships with clients, drawing on technology expertise to help them achieve their goals. The position emphasizes strategic partnership and aims to deliver solutions that enhance user engagement and drive business growth. Key responsibilities Engage directly with clients to understand their needs and objectives Develop and sustain partnerships that support both client and business goals Work with teams across the company to provide technology solutions tailored to each client Deliver consistent, high-quality service and ongoing support to clients Location This position is based in New York, NY.

As a leading partner for Fortune 1000 companies, Brillio transforms disruption into a strategic advantage through cutting-edge digital solutions. Supported by Bain Capital and Orogen Group, and experiencing remarkable growth of nearly 60% year over year since its establishment, Brillio is recognized as one of the fastest-growing digital technology service providers. We empower our clients to unlock the full potential of the latest technologies, including cloud computing, the Internet of Things (IoT), artificial intelligence (AI), and mobility.Founded in 2014, our expertise encompasses Customer Experience Solutions, Data Analytics and AI, Digital Infrastructure and Security, as well as Platform and Product Engineering. We are dedicated to helping clients rapidly innovate, develop digital products, establish service platforms, and enhance data-driven performance.With operational hubs in the United States, Romania, Canada, Mexico, and India, our diverse team of over 5,500 Brillians combines advanced technology with design thinking to tackle intricate business challenges and foster competitive differentiation. Brillio has been honored as a 'Great Place To Work' from 2021 through 2025. For more information, visit www.Brillio.com.

Join Pinterest as a Lead Client Partner in the Beauty sector, where you will play a pivotal role in driving growth and engagement for beauty brands. You will leverage your expertise in client relationship management and strategic planning to optimize campaign performance and enhance brand visibility on our platform.In this dynamic position, you will collaborate closely with cross-functional teams to develop innovative marketing solutions tailored for our clients. Your insights will guide beauty brands in utilizing Pinterest's unique features to connect with consumers in meaningful ways.

Join Kraken as a Senior Client Partner and play a crucial role in driving strategic partnerships with our largest utility and energy clients. In this high-impact position, you will be at the forefront of transforming the energy sector through innovative technology solutions. You’ll collaborate closely with C-level stakeholders while actively engaging in day-to-day operations to ensure client satisfaction and trust. Your responsibilities will include leading client value realization, managing escalations, and driving commercial growth. This is your opportunity to make a significant contribution to a more sustainable future.

About the Role Spotify is looking for a Podcast Client Partner to join the Podcast Specialist Team in New York, NY. This role serves as the key connection between Spotify’s leading podcasts and the sales organization. The position focuses on building strong client relationships and supporting revenue growth in established and emerging markets. What You Will Do Act as the primary liaison between Spotify’s top podcasts and the sales team Drive revenue through content sales and strategic partnerships Communicate the value of Spotify’s podcast offerings to clients and partners Help shape advertising solutions based on a deep understanding of audio products and industry trends Contribute to Spotify’s mission to enhance the global audio experience What We’re Looking For Proven experience in revenue generation and content sales Strong enthusiasm for podcasts and audio content Excellent communication skills, with the ability to clearly explain podcast benefits to clients and partners Ability to build and maintain meaningful client relationships This position offers the chance to shape how audiences connect with audio content worldwide while working alongside a team passionate about music and podcasts.

Join us in leveraging technology to create a significant positive impact on the environment!Kraken spearheads innovative global advancements in energy solutions.As a forward-thinking technology company, we are dedicated to developing a smart and sustainable energy ecosystem. Our initiatives focus on optimizing renewable energy generation, enhancing grid intelligence, and empowering utilities to deliver outstanding customer experiences. Our integrated energy management platform is revolutionizing the industry worldwide for the benefit of all.This is an exciting era for the energy sector. Contribute to shaping a more sustainable and brighter future.About Kraken CustomerWe aim to construct the most innovative, AI-driven platform for energy management. From resource optimization to providing exceptional customer experiences through advanced Customer Information Systems (CIS), billing, meter data management, CRM, and AI-enabled communications, Kraken is leading the next wave of energy industry innovation.Our Mission: The future of energy will differ vastly from what we know today. It's not just about envisioning our future; it's about actively building it now.Who We Seek: We are in search of a talented Data & Analytics Client Delivery Lead to empower clients to fully harness Kraken's data and enhance their data capabilities. Candidates should possess extensive analytics experience within a robust, modern data team (e.g., data analytics, business intelligence, or related fields—roles such as analytics manager, lead data analyst, or data consultant are highly regarded). A passion for client engagement and a commitment to driving the clean energy transition are essential—experience in the energy sector is a plus! The Role: In this role, you will collaborate directly with Kraken clients to foster the development of modern, transformative data and analytics capabilities as part of their overall Kraken transformation. You will train clients on utilizing Kraken data and assist them in constructing critical reporting and insightful analytics, occasionally engaging in hands-on query writing or demonstrating analytics. Your leadership experience in analytics teams will be invaluable in advising senior client data leaders on building a high-performing, business-focused data organization and employing data as a strategic asset to achieve ambitious business and clean energy objectives. We take pride in being a flat and agile organization and intend to maintain this structure...

Founded in 2018, Causaly’s AI platform revolutionizes enterprise-scale scientific research, pushing the boundaries of human productivity. Our innovative solutions empower researchers to discover, visualize, and interpret biomedical knowledge while automating essential research workflows. This acceleration aids in tackling some of the most pressing health challenges of our time.We collaborate with leading biopharma companies and institutions on a variety of applications, including Drug Discovery, Safety, and Competitive Intelligence. Explore how we enhance knowledge acquisition and facilitate informed decision-making through our insightful blog posts: Blog - CausalyCausaly enjoys robust support from top venture capital firms, including ICONIQ, Index Ventures, Pentech, and Marathon.In this pivotal role, you will significantly contribute to Causaly's revenue growth while acting as a catalyst for market innovation. Reporting directly to our COO, you will collaborate cross-functionally to enhance customer value and drive business development. You will manage a portfolio of the top 50 global pharmaceutical enterprises, gaining a deep understanding of our clients' strategies and aligning our resources and capabilities for optimal results.Your Responsibilities:Serve as a trusted advisor within the AI Pharma sector to both existing and prospective Causaly clients.Utilize your industry connections to initiate discussions and gain vital customer insights.Cultivate relationships with senior executives at top pharmaceutical companies, identifying interests and challenges that Causaly can address.Drive business development of the Causaly Cloud platform, focusing on both current clients and new prospects across North America, particularly within the top 30 clients.Strategically assess client needs, constraints, and critical factors, guiding our go-to-market teams in execution.Develop insights into assigned clients’ strategic goals, decision-making frameworks, and key influencers, while mapping Causaly's impact through current and future offerings.Collaborate with Product teams to refine market messaging and provide actionable customer and market feedback for future business opportunities.

Join a leading software development and IT consulting firm that excels in providing comprehensive solutions to clients worldwide across various sectors. Based in New York City, our client is at the forefront of delivering superior digital products by harnessing advanced technologies including AI, IoT, and cloud services.With a presence in over 20 offices and a workforce of 3,000 skilled professionals across Europe, Central Asia, Georgia, and Latin America, they are recognized for their commitment to excellence. They maintain dedicated business development offices in key markets such as the USA, UK, and EU (Vienna and Berlin), ensuring close collaboration with a diverse clientele ranging from startups to established industry leaders, delivering tailored products that elevate their business success.Services offered: Software Development, Quality Assurance and Test Automation, AI and Machine Learning, DevOps, Big Data, Business Intelligence, Cybersecurity, UI/UX Design, and Design Thinking.Industries served: EdTech, HealthTech, FinTech, Real Estate, Logistics, Transportation, Marketing, and AdTech.For over two decades, they have been recognized as a top choice for talent, partners, and clients alike, receiving accolades from Deloitte, Global Outsourcing 100, 5000, and Financial Times, marking them as one of the fastest-growing premier technology firms. Partnerships with giants like Amazon, Google, Microsoft, Salesforce, and MongoDB provide their engineers access to the latest technologies and certifications.Position Overview:We are in search of an accomplished Client Partner to oversee and expand our existing client portfolio in the East Coast market of the USA.Your primary responsibility will be to manage a diverse portfolio of clients across various industries and stages of growth, ensuring client satisfaction while nurturing long-term relationships with key stakeholders.As a Client Partner, you will play an essential role in retaining and growing existing accounts while enhancing our offerings and positioning in the market.