Top Tech Jobs & Startup Jobs in NYC, NY

Supports insurance certificate reviews, primarily handling low-complexity General Liability endorsements. Uses Outlook, Teams, SharePoint, TrustLayer, and myCOI to complete reviews, report compliance to agents and clients, and meet departmental turnaround and quality standards. The role requires careful attention to detail, effective communication, adaptability, task prioritization, and willingness to learn insurance policies and internal systems.

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.

Oversee daily accounting operations for an insurance agency, including AP/AR, billing, commission revenue reporting, reconciliations, carrier payables, financial reporting, banking transactions, and renewals. Supervise and mentor internal, external, and overseas accounting resources; ensure policy compliance, resolve discrepancies, identify risks, maintain payroll records, and improve workflows using automation and AI tools.

Manage general accounting operations, month-end and quarterly close activities, payroll journal entries, account reconciliations, ASC 606 commission accounting, and internally developed software cost accounting. Support audits, ensure GAAP compliance, collaborate globally, and drive process improvements through automation and AI-enabled tools.

Lead and scale a North American Solutions Engineering team to drive presales strategy, technical win rates, and customer outcomes. Partner with Sales, Product, and Engineering to design solutions, coach engineers, adopt AI-enabled practices, and support enterprise deals while managing hiring, processes, and cross-functional collaboration.

Sell Qualitate’s AI-powered primary intelligence platform to private equity and growth equity firms. Own the full sales cycle, including prospecting, pipeline development, customized demos, trials, proof-of-concepts, negotiations, and closing. Build relationships with investment professionals and institutional buyers, develop vertical messaging and sales processes, provide product feedback, and help establish the company’s go-to-market function for the private equity segment.

Assists with developing and maintaining full-stack applications, implementing features with senior developers, writing clean code, debugging, participating in code reviews, and following software development best practices. The role requires familiarity with Vue.js, PHP, Laravel, and MySQL, with opportunities to learn cloud services, modern frontend workflows, and CI/CD pipelines.

Develops and expands relationships with private equity funds, identifies deal-driven research opportunities, conducts targeted outreach, supports proposals and sales follow-up, maintains account plans and CRM data, and partners with marketing and delivery teams to build qualified pipeline. The role requires private equity fluency, commercial judgment, polished communication, analytical organization, initiative, persistence, and comfort using AI tools.

Own Dots’ payout infrastructure product across developer APIs, customer dashboards, and payee experiences. Lead customer discovery, product strategy, roadmap prioritization, hands-on design, engineering collaboration, QA, launches, pricing, packaging, and product operations. As the first product hire, establish the company’s product processes and make decisions without an existing roadmap while partnering closely with founders and customers.

Manages legal project management engagements for Finance and Corporate matters, supporting partners and matter teams with project plans, timelines, budgets, resources, communications, technology, and client interfaces. Facilitates meetings, manages multiple matters, supports LPM training, develops partner relationships, and identifies process improvements. Requires legal and project management expertise, strong communication, organization, discretion, strategic thinking, and the ability to work independently under shifting priorities.