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Technical Recruiter 12 months contract Purchase, NY – 3 days a week onsite mandatory • Managed full-cycle recruiting for product and technology roles within fintech environments, including Open Finance, Security Services, Cybersecurity, and Product teams., • Worked closely with Hiring Managers and business teams to understand hiring needs, provide market insights, and support recruiting strategy., • Handled end-to-end recruitment activities including sourcing, screening, interview coordination, offer process, onboarding support, and immigration-related activities., • Used Workday as the primary ATS and LinkedIn Recruiter for active sourcing and pipeline building., • Managed 20–25 open requisitions at a time across technical and product-based roles., • Built candidate pipelines within 5–7 days for newly opened positions through LinkedIn sourcing, referrals, and networking., • Experience in either agency or corporate recruiting environments is acceptable; however, strong experience supporting product and technology hiring is preferred., • Conducted weekly meetings with Hiring Managers to discuss hiring progress, candidate pipelines, and interview feedback., • Performance tracking- sourcing KPIs, LinkedIn Recruiter usage, pipeline activity, and hiring metrics., • Recruiting process -Talent Acquisition specialist sourcing and shortlisting candidates, sharing qualified profiles with Hiring Managers, coordinating panel interview preparation, managing interview scheduling and feedback, and supporting the offer process through final selection.

Familiarity with digital finance platforms and emerging fintech trends in the Asian market.

The SVP of Development and Enterprise Architecture leads the evolution of eMoney Advisor's engineering organization into an AI-first, platform-driven, and product-centric ecosystem. This leader is responsible for redefining how software is built, delivered, and operated by embedding AI, automation, and data intelligence across the entire software development lifecycle.This role leads both Development and Architecture, partnering closely with Product Leadership and other Business leaders to deliver differentiated wealth management and financial wellness solutions, ensuring engineering teams understand what, why, and the expected outcomesof every initiative. Ensure development leaders can clearly articulate thecustomer problem being solved, the strategic rationale, and the business benefitsof their work.Foster a culture where engineers actively participate insolution design and innovation, not simply execution.The SVP will build and scale high-quality, intelligent platforms, systems, and services that are extensible, resilient, secure, and continuously evolving.As a key member of the Technology leadership team reporting to the Head of Technology, this role is accountable for driving engineering strategy, accelerating delivery through AI-enabled practices, and creating sustainable competitive advantage through technology innovation.Architecture & Platform Strategy • Define and evolve the enterprise architecture vision across application, data, and AI layers, aligned to business strategy., • Lead the transition to a platform engineering model enabling self-service, reusable capabilities, and developer acceleration., • Architect systems that are cloud-native, API-first, event-driven, and designed for continuous change and scale., • Establish patterns for AI integration, including model orchestration, feature reuse, and real-time decisioning.AI-First Engineering Transformation, • Define and execute an AI-first engineering strategy that embeds AI agents, and automation across the SDLC (design, coding, testing, deployment, and operations)., • Drive adoption of generative AI and machine learning to improve developer productivity, code quality, and delivery velocity., • Establish governance, security, and risk management practices for responsible AI usage across engineering.Product Engineering & Delivery Excellence, • Lead global engineering teams to deliver high-quality products and enhancements with speed, predictability, and quality., • Modernize development practices through AI-assisted engineering, CI/CD, trunk-based development, and infrastructure as code., • Own and improve key engineering metrics (e.g., DORA metrics, developer experience, cycle time, defect rates)., • Partner with Product to align delivery with business priorities, driving measurable customer and business outcomes.Data & AI Integration, • Partner with Product leadership to embed AI/ML capabilities directly into core products and workflows., • Enable scalable data platforms and pipelines that support real-time insights and intelligent experiences., • Promote reuse of data, models, and AI services across the organization to maximize leverage and consistency.Engineering Excellence, Quality & Security, • Champion a "built-in quality" mindset with automation, AI-driven testing, and shift-left practices., • Partner with QA leadership to evolve testing into an AI-enabled, continuous quality engineering discipline., • Partnering with Information Security lead secure-by-design practices and application security modernization, including proactive risk detection and remediation.Organizational Leadership & Talent Development, • Build, lead, and inspire a high-performing global organization of engineers and architects., • Upskill teams on AI-native development, modern architecture, and platform engineering practices., • Foster a culture of innovation, experimentation, accountability, and continuous learning., • Align organizational structure and talent to evolving business and technology priorities.Strategy, Innovation & Thought Leadership, • Act as a thought leader on emerging technologies, particularly AI/ML, and their application to wealth management., • Continuously assess industry trends to inform platform evolution and competitive differentiation., • Influence executive stakeholders by translating technology strategy into business value and outcomes., • Continually drive modernization of the existing technology base across cloud, data, AI, and distributed systems.Governance & Operational Excellence, • Help establish lean governance, standards, and architectural guardrails to ensure consistency without slowing innovation., • Help oversee budgets, resource allocation, and global delivery models to optimize efficiency and effectiveness., • Ensure compliance with enterprise architecture standards, regulatory requirements, and security best practices.Customer, Market, and Competitive Awareness, • Continuously seeking insight intocustomer needs, industry trends, and emerging technologies., • Ensuring engineering teams understand how the company's technologycreates a competitive advantage., • Partnering with Product and Strategy leaders to ensure engineering investments supportwinning in current and future markets., • FinTech experience is a plus, but not requiredRequirements, • Bachelor's degree in computer science or related field (advanced degree preferred)., • 15+ years of experience leading large-scale engineering and architecture organizations., • Proven track record of delivering complex, scalable, enterprise-grade platforms in a regulated environment (financial services preferred)., • Deep expertise in modern architecture patterns (microservices, APIs, cloud-native, event-driven systems)., • Hands-on experience with AI/ML technologies, including generative AI and LLM-based systems, and their application in products and engineering workflows., • Experience driving DevOps, SRE, and platform engineering transformations., • Strong understanding of data architecture, data platforms, and AI integration patterns., • Demonstrated success leading global, distributed teams and driving large-scale organizational change., • Exceptional communication skills with the ability to influence both technical and non-technical stakeholders.Skills, • Collaborative executive capable of building alignment across engineering, product, and business teams and effectively and clearly communicate software engineering concepts to technical and non-technical audiences., • Demonstrated ability to establish technical leadership in highly volatile environments for mission & revenue-critical customer-facing applications., • Vast experience with managing the development of cloud-based applications and development of APIs, web servicesas part of a SaaS Software product., • Deep expertise in modern data, AI/ML and cloud technologies., • Courageous leader with poise and the ability to act calmly and competently in high-pressure, high-stress situations., • Must be a critical thinker, with strong problem-solving skills, project management skills: financial/budget management, scheduling, and resource management., • A strong solution orientation with a penchant for not only identifying problems but also finding ways of solving them within typical business constraints., • Ability to lead and motivate cross-functional, interdisciplinary teams to achieve strategic goals., • Strong experience overseeing a culture of coaching, development and mentorship and communicating the importance of this in your organization is a must; Hold a growth mindset and a passion for learning. The salary range for this position is $279,000 - $346,000; commensurate salary to be determined based on skills, professional background and expertise. This position is also eligible, pursuant to applicable eMoney policies, for the annual bonus program, retirement contributions, health insurance, sick leave, parental leave and paid time off. At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 109,000 financial professionals and support over 6 million end clients. At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results. eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Description SVP, Digital Asset Product & Platform Lead We’re seeking a senior, delivery‑oriented leader to turn digital asset strategy into commercial, client‑ready solutions that drive near‑term revenue and long‑term competitive advantage. Reporting to the Head of Digital Asset Commercial Strategy, this role leads initiatives from concept through production , ensuring innovation results in measurable business outcomes—not experimentation. You’ll partner closely across Commercial Banking, Payments, Capital Markets, Treasury, Technology, Risk, Compliance, and Operations to pilot, commercialize, and scale digital asset capabilities within a regulated environment. This is a high‑impact role for a leader who excels at execution, collaboration, and turning innovation into results. What You’ll Do Lead end‑to‑end delivery of digital asset initiatives from pilot to production Drive disciplined go/no‑go decisions tied to client value, scalability, and risk readiness Orchestrate complex cross‑functional execution across business, technology, and control teams Embed governance, risk, compliance, and operational resilience from day one Scale commercially viable solutions into existing products and workflows (e.g., tokenized deposits, programmable payments, real‑time settlement) What you'll bring: Required: 10+ years in financial services, fintech, payments, or capital markets Senior leadership experience delivering complex initiatives in regulated environments Proven track record of launching revenue‑generating products Strong knowledge of digital assets, payments modernization, and risk frameworks Bachelor’s degree required Familiarity with stablecoins, tokenized deposits, or programmable payments Experience integrating new platforms with core banking systems or payment rails CSPO or similar agile certification Advanced degree a plus Preferred : Hours & Work Schedule Hours per Week: 40 Work Schedule: Monday - Friday Locations: Candidates must be prepared to work on-site in our corporate office location in New York City (437 Madison Ave) or Stamford, CT. Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully. Pay Transparency The salary range for this position is $200,000 - $260,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit LinkedIn-Citizens1 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. xmvmafu Any offer of employment will include further information.

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview We are seeking a Client Services Analyst (CLO/ABL Modeler) to join our Vantage Client Services team. In this role, you will develop expertise in CLO and ABL deal structures while learning to model transactions within Valitana's platform and support institutional clients with day-to-day platform needs. You will build the technical, analytical, and client service skills needed to grow in the structured finance space. This is a hands-on, client-facing role for an analytically minded professional eager to build deep expertise in structured finance and FinTech. Responsibilities • Support the modeling of CLO and ABL deals within Vantage, Valitana's OMS & PMS with the guidance of senior members on the team., • Assist with indenture analysis to help translate deal documentation into platform configurations and compliance frameworks., • Support the configuration and ongoing maintenance of compliance testing for managed deals and Separately Managed Accounts (SMAs)., • Deliver responsive, white-glove support to institutional clients — including CLO managers, CLO investors, hedge funds, and asset managers — escalating complex requests as needed., • Help build custom metrics, workflows, and Excel models tailored to client-specific needs, using the Valitana plugin for data integration and calculations., • Assist clients with onboarding, data uploads, and ongoing platform usage to drive adoption and value realization., • Contribute to internal documentation, knowledge-sharing, and continuous improvement of client service processes.Qualifications, • 2–4+ years of professional experience in structured finance, fixed income, financial operations, or a related analytical role. Exposure to CLO or ABL deals is strongly preferred., • Foundational understanding of structured finance concepts, with eagerness to develop expertise in CLO mechanics — including waterfalls, OC/IC tests, concentration limitations, and reinvestment criteria., • Interest in or familiarity with reading and interpreting indentures and other deal documentation., • Client-facing experience in a consulting, client services, financial operations, or relationship management capacity., • Proficiency in Excel, including advanced functions and data analysis., • Strong verbal and written communication skills, with the ability to explain analytical concepts clearly to clients., • Detail-oriented with strong organizational skills., • Resourceful, with the ability to work both independently and as part of a team., • Bachelor's degree from an accredited institution; degrees in Finance, Mathematics, Engineering, or a related quantitative field preferred., • AI literacy preferred — comfort using AI tools to accelerate research, analysis, or client deliverables.What We Offer Base salary range for this role is $100,000 to $120,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR YIhiD4dJuZ

Job Description 2Bridge has been engaged in the search for a direct-hire Quant Developer for an innovative FinTech company. The company has secured a significant Series A funding round and is expanding its team. It is looking for a Senior Quant Developer to enhance its technological capabilities as it scales. Role Summary: You'll play a crucial role in developing quantitative models and algorithms vital for the company’s financial products and services. Compensation and Benefits: Our client offers Total Compensation between 250,000 and 350,000, split between a base and performance-based bonus. For the right person, there is potential for equity. They also offer a comprehensive benefits package including Medical, Dental, Vision, 401k, 24 days PTO, and all NYSE Holidays, Etc. This is as hybrid role, onsite, one day a week, in one of their offices in either NYC or Stamford. Responsibilities: • Develop and enhance quantitative models and algorithms for performance and scalability., • Collaborate with teams to integrate quantitative solutions into broader system architectures., • Validate models for correctness and edge-cases., • Maintain market data handlers, data models, and valuation cache., • Stay updated with industry trends and incorporate advanced quantitative techniques as applicable. Qualifications: • Bachelor’s or preferably an MS in Quantitative Finance, Computer Science, Mathematics, or a related field., • 3-5 years experience in Quantitative Development within financial services, specifically with Trade Cost Analysis in Fixed Income, Corporate Bonds, non-vanilla swaps, and other OTC Derivatives., • 5 years experience in Java or C#, .Net, Bonus points for expertise in Python., • Extensive experience with Analytics Libraries such as QuantLib, FinCad, Numerix, etc., • Experience with time series databases like OneTick, KDB, InfluxDB., • Experience with machine learning algorithms and their applications in financial modeling.

Job DescriptionDescription: Job Title: VP, BANK SECREACY ACT (BSA) & FRAUD OFFICER Reports To: SVP, Chief Compliance Officer The BSA Officer is responsible for overseeing the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Assets Control (OFAC) compliance programs for our client, a community bank located in Stamford, CT (including its payments division). This role ensures the bank adheres to all federal regulatory requirements while implementing robust compliance controls related to Bank Secrecy Act and anti-money laundering for both the retail and digital payments divisions. PRIMARY ACCOUNTABILITIES/RESPONSIBILITIES • Provide comprehensive required annual Bank Secrecy Act training for all employees and the Board of Directors., • Ensure that a quantitative and qualitative Bank Secrecy Act/Anti-Money Laundering Risk Assessment (BSA/AML) and an Office of Foreign Assets Control (OFAC) Risk Assessment are performed at least annually., • Inform the Board of Directors and senior management of compliance initiatives, identified limitations and corrective actions. Propose revisions, as deemed necessary, to the Bank’s BSA Compliance Program. Formally present the Bank Secrecy Act Program to the Board of Directors on an annual basis for their approval., • Draft and present monthly key risk indicators for the Board of Directors and management committees., • Ensure that recordkeeping and reporting requirements are met., • Coordinate and be able to enhance a system of internal controls and ensure that appropriate reports are filed with the required federal and regulatory agencies., • Oversee the monitoring of the Bank’s daily BSA activities performed at the branch and/or departmental level., • Ensure that a list of High-Risk Accounts/Customers is maintained. Coordinate the centralized monitoring of the High-Risk List., • Ensure the implementation of a Customer Identification Program (CIP) which includes Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD)., • Provide for sufficient controls and monitoring systems for timely detection, investigation, and reporting of suspicious activity. Report all Suspicious Activity Reports (SARs) to the Board of Directors on a monthly basis., • Ensure annual independent testing of the BSA/AML Program., • Facilitate model validation process and any corrective measures., • Perform risk assessments for retail and payment division according to interagency standards., • Assist external audits, internal audits, and in-house self-testing., • Ensure BSA/AML requirements for the digital payments align with regulatory requirements., • Be sufficiently knowledgeable and experienced interacting, responding, and addressing regulatory examinations., • All employees are responsible for compliance with the Bank Secrecy Act and in some roles, OFAC regulations. Depending on your job responsibilities, more or less aspects of the regulations may apply, but at a minimum , all employees are responsible for reporting suspicious activity they identify in the course of performing their job duties. This includes activities conducted by customers, fellow employees, board members, and vendors. Requirements: QUALIFICATIONS & EXPERIENCE • Bachelor’s degree in finance, business, or a related field., • 5+ years of experience in BSA/AML compliance, with a focus on payments is preferred, • Strong knowledge of BSA/AML regulations (FFIEC, FinCEN, OFAC, USA PATRIOT Act, etc.)., • Knowledge of third-party payment processors, fintech partnerships, and digital banking platforms., • Experience with transaction monitoring systems and payment fraud detection., • Strong analytical, investigative, and reporting skills., • Certifications: CAMS (Certified Anti-Money Laundering Specialist) or CRCM (Certified Regulatory Compliance Manager).

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking a Full Stack Developer with a UI/front-end focus to help build and scale Vantage, our multi-asset trade and portfolio management platform used by institutional investors to manage complex financial workflows. This role will focus on designing and delivering intuitive, high-performance user interfaces while maintaining close collaboration with backend services and APIs. The ideal candidate brings experience building modern, responsive web applications, strong UX sensibilities, and the ability to translate complex financial workflows into clean, scalable, and user-friendly interfaces. This individual will work closely with product managers, backend engineers, and client-facing teams to ensure Vantage delivers a seamless and reliable user experience for both internal and external stakeholders. Responsibilities • Design, build, and maintain user-facing web applications with a strong emphasis on usability, performance, and visual consistency., • Collaborate closely with backend engineers to integrate APIs and data services., • Translate complex product and business requirements into clear, intuitive UI workflows., • Develop reusable components, design systems, and front-end patterns to ensure scalability and consistency across the platform., • Collaborate with product, design, and client-facing teams to iterate on features and improve user experience., • Write and maintain automated tests (unit and UI) to ensure code quality and application stability., • Troubleshoot UI issues, optimize performance, and proactively identify UX or technical improvements., • Contribute to code reviews, documentation, and engineering best practices across the Vantage Technology team. Qualifications • 2+ years of experience as a Full Stack Developer or Front-End-focused Engineer in the FinTech or technology space., • Proficiency in modern JavaScript/TypeScript and front-end technologies (e.g., React, Angular, or Vue)., • Experience with front-end frameworks, component libraries, and state management patterns., • Working knowledge of backend systems, APIs, and data integration to effectively collaborate across the stack., • Familiarity with agile development methodologies and cross-functional product teams., • Experience building responsive, data-driven, client-facing applications., • Self-starter with a strategic mindset and strong attention to detail., • Bachelor’s degree in Computer Science, Engineering, or a related field., • Preferred: Understanding of financial products or complex data-heavy platforms (structured products a plus). What We Offer The base salary range for this role is $100,000 to $120,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR DimWX0HZSL

Job DescriptionAbout Valitana Valitana is a rapid growing FinTech startup providing cutting-edge SaaS solutions for institutional investors. Founded in 2017, our platforms have advanced financial analysis, trade flow, and portfolio management tools. Valitana provides robust, intuitive solutions allowing our clients to make informed decisions by improving their operational workflows. With over 500+ active users, our institutional clients include CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Valitana was Ranked #1 in the “Best CLO Analytics Service”, “Best Secondary CLO Platform”, and “Best CLO Portfolio Management Service” in the Creditflux CLO Census for 2023. Position Overview Valitana is seeking a Senior Full-Stack Technical Lead (backend-focused) to help accelerate technology and business growth within a FinTech, client-facing environment. This role is suited for a hands-on senior engineer and technical leader with strong system-design instincts for data-intensive applications, who thrives in a fast-paced, collaborative setting and takes ownership of delivering reliable, scalable, and secure software solutions. The ideal candidate combines deep hands-on technical expertise with the ability to lead, mentor, and influence other developers, while maintaining a strong product- and client-oriented mindset. This individual will play a key role in shaping both the platform and the people building it. Responsibilities • Contribute to data-intensive, client-facing FinTech applications with a focus on scalability, performance, security, and correctness., • Own feature areas, services, and components end-to-end—from design and implementation through production support—while guiding other engineers through delivery., • Own technical design and delivery for a defined domain or service area., • Ensure delivery meets functional and non-functional requirements., • Lead technical execution for client-facing initiatives, partnering closely with product, business, and client stakeholders to translate requirements into robust, maintainable solutions., • Provide technical leadership and day-to-day guidance to engineers, including reviewing work, mentoring team members, and helping raise the technical bar., • Lead and manage a small team of engineers, supporting career growth and skill development., • Act as primary technical escalation point for the domain and team., • Operate with a high degree of autonomy within agreed architectural boundaries while helping set technical direction, priorities, and execution plans within the broader engineering organization., • Uphold and reinforce coding standards, API design, architectural principles, and engineering best practices, contributing to their ongoing evolution., • Proactively identify technical risks, design trade-offs, and delivery challenges, collaborating with peers and leadership to drive resolution., • Foster a culture of quality and accountability through thoughtful code reviews, documentation, knowledge sharing, and cross-team collaboration.Qualifications, • 8+ years of experience as a Full-Stack or Back-End Developer within the FinTech or broader technology space., • Experience leading multi-quarter technical initiatives., • Ability to balance business delivery with long-term platform improvements., • Experience leading, mentoring, or managing engineers, including providing technical guidance, conducting code reviews, supporting career development, and influencing technical direction., • Strong proficiency in server-side programming languages and technologies – C#/.Net, ASP.Net Core, Entity Framework, SQL, Python is a plus., • Experience with web frameworks and technologies – Angular, Javascript, Typescript., • Strong understanding of agile development methodologies, with experience operating in fast-paced, iterative environments., • Proven ability to operate as a self-starter and technical leader, balancing hands-on execution with strategic thinking and team collaboration., • Experience designing, building, or supporting cloud-based architectures; familiarity with cloud-hosted systems (e.g., AWS, Azure, GCP) is highly desirable., • Bachelor’s degree in Computer Science, Engineering, or a related technical field., • Preferred: Experience or familiarity with financial products, particularly structured products. Experience leading or managing a team of 5-10 engineers, with 1-2 years of direct management experience is a plus.What We Offer The base salary range for this role is $170,000 to $210,000. Valitana offers a competitive compensation package which includes base salary and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR 5nmKvK7Mf1

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking an AI Agent Engineer to support our product leads in identifying, designing, and prototyping AI-driven enhancements across our platforms. This role is ideal for a technically curious, product-minded individual who is passionate about artificial intelligence and eager to apply it in a high-impact, client-facing FinTech environment. The individual in this role will work alongside our product leads, developing a deep understanding of Valitana's platforms, client workflows, and business objectives. Armed with that product knowledge, they will prototype AI-powered solutions, designs, and build agent orchestration patterns, and hardening security & governance controls. This is a high-ownership role shaping how AI is built and deployed in a complex, regulated domain. Responsibilities • Prototype and iterate on AI-driven product features in partnership with product leadership across internal tooling, data pipelines, and platform enhancements., • Design and build AI agent orchestration infrastructure: dispatch patterns, tool use, structured output parsing, memory management, and multi-agent coordination., • Develop and maintain prompt engineering and context engineering systems that drive reliable and auditable agent behavior., • Build evaluation pipelines, monitoring, and quality gates for AI agent outputs., • Implement security and governance controls for AI systems: prompt injection defense, input/output validation, authority scoping, data boundary enforcement, and auditability., • Evaluate and integrate emerging AI tooling and frameworks: MCP servers, retrieval systems, embedding pipelines, and orchestration libraries., • Collaborate with cross-functional teams; such as, product, engineering, and business stakeholders to bring AI capabilities from prototype to production., • Document system architectures, agent contracts, and operational patterns for technical and non-technical audiences., • Stay current with advancements in AI agent frameworks, LLM tooling, and security best practices.Qualifications, • 3-5+ years of experience in software development, with strong proficiency in Python., • Hands-on experience building with LLM APIs (Anthropic, OpenAI, or similar) including tool use, structured outputs, function calling, and multi-turn orchestration., • Demonstrated understanding of prompt engineering and context engineering as disciplined engineering practices., • Experience with multi-agent systems, agent orchestration frameworks, or AI pipeline design., • Security-first mindset with awareness of LLM-specific risks: prompt injection, data leakage, authority boundary enforcement., • Demonstrated ability to rapidly prototype and iterate across a range of AI-powered solutions., • Ability to work across prototyping (Python, markdown-driven systems) and production (C#, Angular, SQL Server) environments., • Strong written and verbal communication skills. Documenting agent architectures and system designs is a core part of this role., • Self-directed with the ability to manage multiple concurrent workstreams in a fast-paced environment., • Bachelor's degree in Computer Science, Engineering, Data Science, or a related field., • Preferred: experience or familiarity with financial products, particularly structured credit (CLOs, ABS, leveraged loans).What We Offer Base salary range for this role is $140,000–$180,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO. Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR 9VG7OkAh82

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking a highly experienced and results-driven U.S. Sales Vice President to lead revenue growth initiatives across our structured finance and fintech solutions. The individual in this role will be responsible for driving new business development, expanding client relationships, and executing strategic sales initiatives that align with Valitana’s growth objectives. This role requires a proven track record of selling complex financial technology solutions, deep knowledge of structured finance products, and the ability to engage with C-level executives across the institutional investor landscape. Responsibilities • Lead new business development efforts by driving enterprise-level sales of Valitana’s products and solutions to institutional clients., • Build and maintain a strong pipeline of opportunities, from lead generation to deal closure., • Develop and execute strategic go-to-market sales plans, including competitive positioning and value-based selling strategies., • Serve as a trusted advisor by developing deep client relationships, understanding business goals, and aligning Valitana’s solutions to meet client needs., • Partner with product management, client services, and leadership to influence product strategy based on client and market feedback., • Represent Valitana at industry conferences, events, and client meetings to expand brand presence and thought leadership., • Oversee and lead negotiations of subscription terms, ensuring sustainable, long-term partnerships., • Drive expansion opportunities with existing clients through cross-sell and upsell strategies., • Mentor and guide junior sales team members, contributing to a culture of collaboration, performance, and client success. Qualifications • 7–10+ years of sales experience in financial services or financial technology, with a focus on structured finance products., • Proven success in developing new business and managing sales cycles with institutional clients., • Deep understanding of structured finance products (MBS, ABS, CDO, CLO, CMBS) and the broader structured finance landscape., • Established network of relationships with decision-makers across banks, asset managers, and institutional investors., • Strong leadership and negotiation skills with the ability to influence C-level executives., • Demonstrated success in achieving and exceeding sales quotas and revenue targets., • Excellent presentation, communication, and interpersonal skills., • Bachelor’s degree from an accredited school. What We Offer The base salary range for this role is $120,000 to $140,000. Valitana offers a competitive compensation package which includes base salary and commission plan. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR Tb6OwcrfgR

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (3 days in office /2 days remote) About your Team: Interactive Brokers, an S&P 500 global fintech leader, is seeking a Head of Growth Marketing to build and scale a rigorous, experimentation-led growth function focused on owned channels, conversion optimization, and funnel performance. This leader will drive measurable increases in acquisition by optimizing the end-to-end user journey across web, app, lifecycle, and retargeting integrations globally. What will be your responsibilities within IBKR: • Own the global conversion and owned growth strategy across website, landing pages, onboarding flows, email, SMS, push, and in-product surfaces., • Architect and lead a structured experimentation roadmap including multi-arm and adaptive landing page testing, onboarding experiments, incentives, lifecycle sequencing experiments, and personalization frameworks., • Drive measurable improvement in visitor-to-application, application-to-funded, and funded account quality metrics. Partner closely with Media Analytics to integrate paid traffic into owned journey optimization, including retargeting logic, funnel stitching, and incrementality testing across channels., • Build global experimentation infrastructure across countries with clear statistical rigor, test governance, and velocity targets., • Leverage AI-native tools for content generation, dynamic personalization, audience segmentation, and experimentation execution., • Build and lead a high-performing team of growth marketers and experimentation analysts. Optimize KPI frameworks tied to ROI and profitability What required skills you need: • 10+ years in growth marketing, CRO, lifecycle, or experimentation leadership within high-scale fintech, marketplace, SaaS, or consumer technology company, • Deep expertise i experimentation design data and conversion analytics., • Demonstrated success running high-velocity global experimentation programs., • Strong collaboration experience with media, data science, and product teams., • AI-native mindset with practical experience applying AI to growth workflows and optimization., • Proven ability to operate in highly measurable, performance-accountable environments., • Experience scaling growth initiatives across multiple international markets. To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities The anticipated base salary range for this role is $200,000 to $300,000 per year, based on skills, experience, and location. The offered salary is just part of the total compensation package. In addition to a competitive salary, the company offers both a discretionary cash bonus and a stock award, as well as a wide range of benefits, including healthcare, tuition reimbursement, and more.

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is a hybrid role (3 days in the office/2 days remote). About the team: Interactive Brokers (IBKR) has been at the forefront of the Fintech space for over 40 years, and we pride ourselves on being a technology company. We continue to challenge the status quo and push boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost. What will be your responsibilities within IBKR: • Design and develop applications and services supporting IBKR's rapidly growing client base., • Build software that supports the expansion of IBKR brokerage business into new markets around the world., • Optimize and refactor existing code for improved reliability and performance., • Write and maintain design and engineering documentation. Which skills are required: • Bachelor's or master's degree in Computer Science, or related degree., • Minimum 5 years of professional programming experience., • At least 3 years of Java programming experience., • Python, Perl or similar scripting language experience., • Relational databases experience (Oracle)., • Strong analytical skills., • Good communication skills. What we'd also love to see: • Prior experience in finance, • An ambitious and diligent individual, • An innovative mindset with a drive to improve upon existing systems, • A desire to solve complex problems To be successful in this position, you will have the following: • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits, and a company-paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Paid time off and a generous parental leave policy, • Daily company lunch allowance provided, and a fully stocked kitchen with healthy options for breakfast and snacks, • Corporate events, including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities, • Modern offices with multi-monitor setups

Job Description Job Title: Sales Development Representative Reports to: Sales Operations Manager Supervises: N/A Position Summary The Sales Development Representative is responsible for generating and qualifying new business opportunities by engaging prospective healthcare clients across the company’s service lines. This role focuses on outbound prospecting to medical and dental practices, identifying decision makers, and uncovering operational pain points including billing inefficiencies, credentialing delays, onboarding challenges, and payment workflow issues. The SDR builds pipeline across MedBill, Myriad Health, and Medipay by qualifying leads and scheduling high quality meetings for the sales team. Key Performance Areas & Key Performance Indicators: Lead Generation & Prospecting: (40%) KPIs: (1) 40 to 60 outbound emails per day (2) 20 to 30 LinkedIn connections per day (3) 40 to 60 outbound calls per day (4) Lead to Appointment Conversion Rate: 20% to 25% • Conduct high volume outbound prospecting through LinkedIn, Reddit, Facebook, phone, and email outreach, • Target medical practices, dental practices, group practices, and healthcare organizations, • Research and identify providers, office managers, and billing decision makers, • Build pipeline across MedBill, Myriad Health, and Medipay service lines, • Utilize CRM and sales engagement tools to track outreach activity and engagement, • Maintain consistent outreach cadence across assigned campaigns and verticals Lead Qualification & Discovery: (30%) KPI’s: (1) 12 to 15 qualified appointments per month (2) 8 to 10 SQLs per month (3) Appointment to SQL Conversion Rate: 60% to 70% • Conduct discovery conversations to identify operational pain points related to revenue cycle management, credentialing, onboarding, and payment workflows, • Qualify leads based on company criteria including practice size, urgency, service need, and alignment with offerings, • Clearly communicate solutions available through MedBill, Myriad Health, and Medipay, • Ensure accurate and detailed handoff of qualified opportunities to PMC or Inside Sales teams, • Maintain professionalism and consultative communication throughout the sales process CRM Management & Reporting: (20%) KPI’s: (1) 100% activity logging within 24 hours (2) 95% data accuracy within CRM records • Accurately document all prospect interactions, notes, and qualification details in CRM, • Maintain visibility into pipeline activity by service line, • Ensure proper categorization and tracking of opportunities, • Monitor outreach effectiveness across campaigns and healthcare verticals, • Analyze outreach and engagement data to refine targeting strategies Collaboration & Continuous Improvement: (10%) KPI’s: (1) Attend 90% of internal trainings and team meetings • Collaborate with billing, credentialing, onboarding, and account services teams to strengthen product and operational knowledge, • Partner with PMC teams to ensure seamless handoff of qualified opportunities, • Participate in training related to healthcare workflows, EHR systems, and revenue cycle processes, • Provide feedback regarding lead quality, campaign effectiveness, and outreach messaging, • Continuously improve outreach strategies based on performance metrics and industry trends Minimum Qualifications Education: Bachelor’s Degree in Business, Marketing, Healthcare Administration, or related field preferred Experience: • Minimum 2 years of experience in sales development, business development, or inside sales, • Experience in SaaS, fintech, healthcare technology, or related industries preferred, • Strong verbal and written communication skills, • Proven ability to meet or exceed outreach and lead generation targets, • Ability to identify and articulate operational challenges within healthcare practices, • Experience using CRM systems and sales engagement platforms such as Salesforce or HubSpot, • Strong organizational skills with the ability to manage high volume outreach activities Competencies Operations Knowledge – Thoroughly understands the operational procedures for his/her position and how they affect or relate to other departments in the company. Serves as an expert for others. Strategic Execution – Capable of translating concepts into detailed plans and managing timelines with discipline and focus. Compliance Knowledge – Extensive understanding of general and department-specific regulations. Serves as a compliance resource for the team. Organization – Maintains control of multiple priorities, builds systems that eliminate scheduling conflicts, and supports seamless daily flow. Teamwork – Able to build morale and group commitments to goals and objectives; Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed. Computer Skills – Demonstrates a solid understanding of the technology utilized in his/her position. Consistently looks for ways to use technology to create efficiencies. Able to troubleshoot minor problems. May serve as an expert to others. Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Strength - Employee must be able to stand and/ or sit for periods of time while waiting on customers. Employee may be required to walk, reach, lift, carry and bend. This job also requires the ability to lift and/or move up to 15 lbs. Occasionally, may need to lift more than 15 lbs. Finger Dexterity - Employee will have to use fingers to make small movements, such as typing, picking up small objects, or pinching fingers together. Talking – The ability to convey information accurately by speaking to customers and other employees. Hearing - Able to hear average or normal conversations and receive ordinary information. Visual Abilities – Specific vision abilities used by the job are close vision, distance vision, peripheral vision, depth perception and ability to adjust focus. *Employer reserves the right to change this job description at any time, should business needs arise.

Sales Representative/Business Consultant - Stamford, CT. Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team.

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.Our ta

Project Execution: Ability to plan and execute marketing strategies and campaigns across key marketing channels to drive impactful outcomes. They use customer data to provide deep direct marketing expertise across channels, evaluating campaign results and adapting the approach to optimize marketing

If you're ready to take the next step in your career as an International Tax Manager, apply today to join a leading organization in the financial services industry!. Manage federal and international tax compliance processes, ensuring adherence to all applicable regulations. Develop strategies to min

Greenwich, CT is seeking a Software Developer to design and develop applications for our expanding client base.

Manager, Channel Sales and Partnerships, Fintech. Manage channel pipeline and forecast reporting and track progress through the sales cycle. We are looking for a Manager to help Mastercard reach more customers through strategic partners focusing on our payment security and Insights solutions in the

Associate Managing Consultant, Advisors & Consulting Services, Marketing (Fintech Focus). Project Execution: Ability to plan and execute marketing strategies and campaigns across key marketing channels to drive impactful outcomes. They use customer data to provide deep direct marketing expertise acr

The Director, Product Management, Crypto Flows will lead strategic product initiatives that enable seamless movement between digital assets (including cryptocurrencies and stablecoins) and traditional fiat systems. Deep experience in product management within payments, fintech, or digital assets, wi

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview Valitana is seeking a Client Engagement Associate to build and maintain strong relationships with our clients, ensuring they continuously derive value from Valitana's platforms. This role is ideal for a detail-oriented, client-focused professional with excellent communication skills who is eager to work at the intersection of financial technology and customer success. The individual in this role will develop a deep familiarity with Valitana's platforms and engage with current and prospective clients on their usage of Valitana products. They will serve as a key point of contact for clients, gathering and analyzing feedback, driving retention, and identifying opportunities to expand platform adoption. This is a high-visibility role with direct impact on client satisfaction and revenue growth. Responsibilities • Build and maintain strong, long-term relationships with clients across Valitana's platform user base., • Communicate with all clients on a recurring basis to assess satisfaction, gather feedback, and ensure continued platform engagement., • Drive client retention efforts, track NPS scores, and identify upselling and cross-selling opportunities for existing clients., • Analyze client feedback to surface trends and develop actionable recommendations for improving the client experience., • Guide Valitana users through best practices and platform features to help them better leverage Valitana's offerings., • Collaborate with internal product and engineering teams to relay client needs and advocate for product improvements., • Maintain accurate and up-to-date records of client interactions, feedback, and engagement status., • Support travel to client meetings or work-related events as needed (up to 10%).Qualifications, • 2–4 years of experience in client engagement, customer success, account management, or a related field., • Bachelor's degree in Finance, Business, Communications, or a related field., • Strong organizational skills with a keen attention to detail and the ability to manage multiple client relationships simultaneously., • Excellent written and verbal communication skills, with the ability to engage professionally with institutional clients., • Demonstrated ability to analyze data and translate customer feedback into meaningful insights., • Ability to quickly understand and articulate new financial and technical concepts., • Proficiency in Microsoft Excel at an intermediate level (e.g., VLOOKUP, XLOOKUP)., • Preferred: general familiarity with financial concepts across multiple asset classes., • Preferred: experience working within a SaaS environment., • Preferred: proficiency in Salesforce or similar CRM platforms. What We Offer Base salary range for this role is $85,000–$105,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, and telemedicine, and PTO. Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR scCq2E8Uuv

Job DescriptionAbout Valitana Valitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers. Position Overview We are seeking a Client Services Analyst to join our Vesta Client Services team. Vesta is Valitana's specialty and credit insurance platform, automating the full policy lifecycle — from submission to runoff — for insurers, reinsurers, and MGAs/MGUs across lines including political risk, structured risk, corporate and mortgage credit, and portfolio credit (SRTs, CLOs, NAV, and fund finance). In this role, you will develop expertise in specialty insurance workflows, support clients in onboarding and operating on the Vesta platform, and help institutional clients manage complex policy programs with greater accuracy and efficiency. This is a hands-on, client-facing role for an analytically minded professional eager to build deep expertise in specialty insurance, credit risk, and FinTech. Responsibilities • Support the configuration and ongoing management of specialty and credit insurance policies within Vesta, Valitana's policy and portfolio management platform., • Assist with onboarding clients onto Vesta, including data migration, policy setup, endorsement workflows, and platform configuration for complex obligation handling., • Help clients track and reconcile financial operations on the platform — including cash management, premium schedules, and automated reconciliation workflows., • Support clients in monitoring exposure, risk aggregation, FX, and underlying asset performance across their portfolios., • Deliver responsive, white-glove support to institutional clients — including insurers, reinsurers, MGAs/MGUs, and insured entities — escalating complex requests as needed., • Help build custom dashboards, reports, and Excel models tailored to client-specific needs, leveraging Vesta's live Excel integration and data provider connectivity., • Assist clients with day-to-day platform usage to drive adoption, accuracy, and value realization., • Contribute to internal documentation, knowledge-sharing, and continuous improvement of client service processes.Qualifications, • 2–4+ years of professional experience in specialty insurance, reinsurance, credit insurance, structured finance, financial operations, or a related analytical role. Exposure to political risk, structured risk, credit insurance, or portfolio credit (SRTs, CLOs, NAV, fund finance) is strongly preferred., • Foundational understanding of policy lifecycle concepts, with eagerness to develop expertise in specialty and credit insurance workflows — including submissions, endorsements, premium tracking, reconciliation, and runoff., • Interest in or familiarity with reading and interpreting policy documentation and translating terms into operational workflows., • Client-facing experience in a consulting, client services, insurance operations, or relationship management capacity., • Proficiency in Excel, including advanced functions and data analysis., • Strong verbal and written communication skills, with the ability to explain analytical and operational concepts clearly to clients., • Detail-oriented with strong organizational skills., • Resourceful, with the ability to work both independently and as part of a team., • Bachelor's degree from an accredited institution; degrees in Finance, Risk Management, Insurance, Mathematics, Economics, or a related quantitative field preferred., • AI literacy preferred — comfort using AI tools to accelerate research, analysis, or client deliverables.What We Offer Base salary range for this role is $100,000 to $120,000. Valitana offers a competitive compensation package including base salary and an annual performance bonus. Employees receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Monday through Wednesday with the flexibility to work remotely Thursday and Friday. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR akz64MpybN

Job DescriptionDirector, Deployment Strategist (Applied AI / Healthcare / Regulated Data) Location: U.S. (Remote) or major hub (hybrid optional) Type: Full-time Seniority: Mid–Senior (player/coach) Start: As soon as available Beacon Talent is conducting a confidential search for a venture-backed technology company building an applied AI platform used by teams developing models in regulated, data-intensive environments (e.g., healthcare and adjacent domains). The platform helps customers evaluate performance, operationalize evidence, and streamline adoption with rigorous data workflows and domain-expert guidance. The Opportunity This role owns a portfolio of the company’s most strategic customers—many of whom are technical AI teams—ensuring projects launch smoothly, deliver measurable outcomes, and expand into long-term partnerships. You’ll sit at the intersection of customer success, program delivery, and product influence, partnering closely with Engineering, Data, Product, and Leadership. What You’ll Do Own high-stakes customer programs Lead end-to-end delivery for complex, multi-workstream engagements—from kickoff through final readout and ongoing expansion. Translate ambiguous customer needs into clear scopes, milestones, success metrics, and deliverables. Run cross-functional execution (and jump in when needed) Coordinate internal teams (Product, Data, Engineering, Operations) to hit timelines and quality bars. Unblock execution, surface risks early, and drive resolution—occasionally getting hands-on with artifacts like analysis plans, evaluation summaries, or workflow specs. Be the primary customer interface Manage executive-level relationships and day-to-day stakeholders. Set communication cadence, run steering check-ins, handle escalations, and ensure crisp alignment. Convert insights into product leverage Synthesize customer feedback into scalable improvements: repeatable processes, templates, playbooks, and product roadmap inputs. Partner with Product to shape what becomes “standard” vs. bespoke. Drive retention and growth Own renewal readiness, account health, and expansion opportunities. Identify upsell paths tied to value (new datasets, evaluation modules, workflow automation, added sites/teams, etc.). What Success Looks Like (First 6–12 Months) Customer programs are delivered on-time, with clear outcomes and high satisfaction. You’ve built repeatable delivery motions that reduce rework and improve predictability. Key accounts expand through renewals + additional scope, driven by demonstrated impact. Internal teams feel you are a reliable “quarterback” who brings clarity, prioritization, and calm execution. What You Bring (Required) 6+ years in a client-facing role: customer success, strategic account management, solutions consulting, engagement management, or similar. Demonstrated strength in program/project management across cross-functional technical teams. Comfort working with complex data products (structured + unstructured; bonus for imaging, time-series, waveforms, or multimodal pipelines). Ability to bridge technical and non-technical conversations—credible with ML/engineering and effective with senior executives. Track record of driving retention and expansion (renewals, upsell, multi-year partnerships, or growth in account scope). Highly organized, proactive, and effective in fast-moving, build-as-you-go environments. Nice to Have Experience in regulated AI (healthcare, life sciences, fintech, insurance, public sector, etc.). Familiarity with evaluation/validation concepts (model performance studies, monitoring, data quality frameworks, evidence generation). Exposure to regulatory, compliance, or procurement considerations that influence adoption. Prior work supporting consortium-style initiatives, research collaborations, or multi-stakeholder programs. Compensation & Benefits Competitive base + performance upside + equity (details shared in process), plus comprehensive benefits.

Vice President, Product Management - Open Finance Strategy. The Global Open Finance and Developer Experience team is responsible for developing and building the future of open finance and a developer-first approach that propels innovation with fintech and other partners, in support of realizing Mast

Job Description Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) Interactive Brokers Group has been consistently at the forefront of trading innovation, starting with the invention of the first floor-based handheld computer in 1983. We pride ourselves on being primarily a technology company and challenging the status quo. We push boundaries to offer our clients the best trading platform with the most sophisticated features at the lowest cost. Software development is the lifeblood of our firm, and it shows in our stellar brokerage platform. Interactive Brokers is regularly recognized as a leader in the financial services industry. Interactive Brokers is looking to hire a Sanctions Screening Specialist within its Global Sanctions Team in the Chicago / Greenwich / New York Office to serve in a critical role supporting the development, tuning, testing, and implementation of sanctions screening controls within the firm's Fircosoft environment. This role will focus heavily on rule writing, screening optimization, alert reduction, data analysis, and implementation support across IBKR's sanctions screening workflows. The ideal candidate will combine strong technical capabilities with hands-on experience supporting the Fircosoft Continuity screening platform in complex financial services environments. This is an exciting opportunity to work at the intersection of sanctions compliance, data analysis, and financial crime technology within a highly sophisticated global brokerage environment. Responsibilities: • Serve as the lead within IBKR's Global Sanctions Team to design, write, tune, and maintain sanctions screening rules and matching logic within the Fircosoft platform., • Analyze large alert populations, false positives, and screening outcomes to identify optimization opportunities and improve screening effectiveness and efficiency, including through the use of emerging technology., • Support the full rule lifecycle including requirements gathering, development, testing, implementation and post-production validation., • Work closely with Global Sanctions, Operations, Cashiering, and Programming teams on screening enhancements and production deployments., • Support tuning initiatives relating to fuzzy matching, stop word logic, and screening algorithms., • Maintain technical and governance documentation relating to rule logic, tuning methodologies, and implementation procedures., • Identify opportunities to improve operational efficiency, screening quality, and alert management processes.Qualifications & Skills: Basic Qualifications: • At least five years of experience supporting sanctions screening, AML technology, or financial crime compliance systems within a financial institution, broker-dealer, fintech, or bank., • Strong hands-on experience with Fircosoft Continuity., • Demonstrated experience writing, tuning, testing and implementing Fircosoft screening rules., • Strong understanding of sanctions screening concepts including fuzzy matching, threshold scoring, and false positive reduction methodologies., • Strong analytical skills with ability to assess large datasets and alert populations., • Ability to communicate effectively with both technical and non-technical stakeholders., • Bachelor's Degree is required, with coursework in information systems, political science, international relations, economics, or financial crime preferred. Preferred Qualifications: • CGSS, CSS, CAMS or similar certification., • Familiarity with SWIFT MT/MX messaging and payment screening workflows., • Experience with SQL, scripting, or data analysis tools used to support screening initiatives., • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (verbal and written) skills, • Outstanding organizational and time management skillsTo be successful in this position, you will have the following:, • Self-motivated and able to handle tasks with minimal supervision., • Superb analytical and problem-solving skills., • Excellent collaboration and communication (Verbal and written) skills., • Outstanding organizational and time management skills.Company Benefits & Perks, • Competitive salary, annual performance-based bonus and stock grant, • Retirement plan 401(k) with competitive company match, • Excellent health and wellness benefits, including medical, dental, and vision benefits. Company paid medical healthcare premium., • Wellness screenings and assessments, health coaches and counseling services through an Employee Assistance Program (EAP), • Daily company lunch allowance provided and a fully stocked kitchen with healthy options for breakfast and snack, • Corporate events including team outings, dinners, volunteer activities and company sports teams, • Education reimbursement and learning opportunities

Opportunity To Work Within A Global Fintech Company.

Job DescriptionAbout ValitanaValitana is a rapidly growing FinTech company delivering cutting-edge SaaS solutions to institutional investors. Founded in 2017, our platform provides advanced financial analytics, trade flow insights, and portfolio management tools that empower our clients to make faster and more informed decisions while improving operational efficiency. Valitana was awarded the 2026 Deal Catalyst CLO Award for Best CLO & Technology Provider – Innovation and serves approximately 100 institutional clients including CLO investors, CLO managers, hedge funds, asset managers, insurance companies, family offices, and broker dealers.Position OverviewValitana is seeking a Vice President of Marketing to define and lead the next chapter of our marketing function. As Valitana scales its institutional client base and expands its product footprint across the structured credit ecosystem, this leader will own the marketing vision, strategy, and execution end-to-end. The VP of Marketing will set the strategic direction for brand, demand generation, events, content, and product marketing, while building the frameworks, processes, and team needed to support sustained growth. This is a role for a marketing leader who can operate at both altitudes: shaping long-term strategy and category positioning at the executive level, and rolling up their sleeves to drive campaigns, content, and pipeline alongside the team. The VP will manage Valitana's current marketing team and will be responsible for evolving the team structure as the function matures. The individual in this role will partner closely with Executive Leadership, Sales, Product, and Client Success to align marketing investment with revenue outcomes. Responsibilities • Define Valitana's marketing vision, narrative, and category positioning across the credit and asset management ecosystem, • Build the multi-year marketing strategy and annual operating plan, including budget allocation across brand, demand, events, content, and product marketing, • Establish the frameworks, KPIs, and measurement systems that connect marketing activity to pipeline, revenue, and client retention, • Partner with the executive team on go-to-market strategy for new products, segments, and geographies, • Sharpen Valitana's brand voice, visual identity, and market narrative to differentiate in a competitive FinTech landscape, • Build Valitana's thought leadership presence across owned, earned, and paid channels — including executive visibility, industry research, and analyst relations, • Own messaging architecture and ensure consistency across all client-facing touchpoints, • Design and scale the demand generation engine, including paid media, ABM, email, and inbound programs that drive qualified pipeline, • Partner with Sales leadership to set pipeline targets, define lead handoff and qualification criteria, and operate against shared revenue goals, • Build the marketing operations and analytics foundation — attribution, reporting, and tech stack — to enable data-driven decisions, • Set the strategy for Valitana's industry presence at conferences such as Creditflux, Opal, IMN, and ABS East, as well as proprietary client events and webinars, • Evolve the events program from logistics execution to a strategic pipeline and brand-building lever, • Lead product marketing strategy, including positioning, launches, competitive intelligence, and sales enablement, • Build a content strategy and editorial calendar that supports buyer journeys across CLO investors, managers, hedge funds, asset managers, and other client segments, • Lead, develop, and grow the marketing team, beginning with the current Marketing Associate, Graphic Designer, and open Content Creator role, • Build the org design and hiring plan for the next phase of growth, identifying where to invest in specialists vs. generalists, • Establish team rituals, performance standards, and a culture of accountability, creativity, and craftQualifications, • 8+ years of B2B marketing experience, with a meaningful portion spent at SaaS or FinTech companies serving institutional or enterprise audiences, • Demonstrated track record building and leading marketing functions — including strategy, demand generation, brand, events, and product marketing — at a high-growth company, • Prior leadership experience, including hiring, developing, and structuring marketing teams, • Player-coach orientation: comfortable setting strategy at the executive level and equally comfortable executing campaigns, writing briefs, and getting into the details when needed, • Strong commercial instincts and a proven ability to operate against pipeline and revenue targets in close partnership with Sales, • Sophisticated understanding of marketing operations, attribution, and the modern marketing tech stack (Salesforce, marketing automation, ABM, paid media platforms, analytics), • Excellent written and verbal communication skills, with the ability to shape and tell a compelling category narrative, • Experience marketing to financial services, credit markets, or institutional investor audiences strongly preferred, • Comfortable operating in a fast-paced, ambiguous environment and translating ambiguity into structureWhat We OfferCompensation for this role will be $140,000 to $170,000. Valitana offers a competitive compensation package which includes base salary and performance-driven bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, healthcare with medical, dental, vision, telemedicine, and PTO. Employees in this role will work in the office Mondays through Wednesdays with the flexibility to work remotely Thursdays and Fridays. Valitana is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Powered by JazzHR OVOe6JdOBd

Our client, a fast‑scaling fintech company is looking to bring on a versatile corporate attorney to join its in-house team.

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Location 1 North Broadway, White Plains, NY, 10601, United States.