Top Tech Jobs & Startup Jobs in NYC, NY

Supports senior advisors in delivering customized financial planning and portfolio management for high-net-worth clients. Develops and revises plans covering retirement, tax, estate, insurance, risk management, and investments; maintains detailed CRM records; learns the firm’s technology and custodian platforms; supports client relationships, business planning, strategic initiatives, and cross-functional projects.

Handles complex Professional and Management Liability claims, especially legal malpractice claims, throughout the claim lifecycle. Responsibilities include analyzing policy coverage, drafting coverage analyses, developing claims strategies, leading mediations, collaborating with insurers and brokers, and attending conferences and client meetings. The role is hybrid in New York City and requires travel of up to 25%.

Drives lead generation, partner acquisition, and pipeline conversion for UNiDAYS’ Food, Travel, and Experiences category in the US. Builds relationships with external brands and internal stakeholders, uses Salesforce dashboards and data to optimize sales activity, reports pipeline results, develops growth solutions, and manages B2B conferences and hospitality events. The role requires strong communication, resilience, initiative, and experience meeting ambitious outreach or lead generation targets.

Leads and scales the Americas SaaS sales organization, managing frontline leaders and enterprise sales teams. Develops go-to-market strategies, drives complex deal execution, expands into new markets, and ensures pipeline, forecasting, and revenue operational rigor. Partners with Marketing, Product, Customer Success, and Operations while recruiting and developing talent. Represents the company with customers and industry stakeholders, with travel up to 25%.

Serve as a trusted advisor to clients by delivering standardized accounting services (bookkeeping, complex financial statements, cash flow management, auditor coordination), monitoring WIP and budgets, coaching and developing staff, managing client relationships, and identifying cross-sell opportunities. Available for additional hours during tax season.

Lead tax engagements for privately held businesses and their owners, manage multiple client accounts, review business, personal, and trust tax returns, mentor junior staff, and provide high-level client service. The role requires strong public accounting experience, technical tax expertise, relationship-building skills, and the ability to balance leadership with hands-on work. Remote and hybrid options are available.

Partners with the CRO and Americas commercial leadership to drive strategic planning, forecasting, territory design, sales capacity planning, segmentation, pipeline management, reporting, compensation, and quota allocation. The role uses data-driven insights to improve commercial productivity, identify revenue bottlenecks, guide investments, and support Salesforce and analytics roadmap integration. It also leads change-management initiatives and collaborates with Deal Desk to optimize commercial frameworks and profitability.

Open application for future opportunities across Stilta, an AI company developing intellectual property software. The company seeks exceptional builders with measurable impact, an AI-native approach, strong ownership, resourcefulness, clear communication, and the ability to work in a fast-moving startup environment. Applicants should describe their strengths, what they want to build, and how they could contribute.

Join OBE’s talent community to stay informed about future job opportunities, recruiting events, and company updates across commercial sales, operations, marketing, product, manufacturing, and other organizational functions.

Own client acquisition and net new money growth across the Northeast. Attract, onboard, and manage HNW and UHNW clients while delivering holistic wealth management solutions across investments, fiduciary services, credit, and banking. Build referral networks, coordinate internal specialists, advise clients on complex needs, and maintain regulatory and fiduciary standards. Extensive travel is required to strengthen relationships, meet prospects, and generate new business.