New York, NY
AI-powered compliance platform for SEC and FINRA
Greenboard builds a unified, AI-native operating system for financial compliance, consolidating tools for archiving, supervision, marketing review, and risk detection. It serves fintechs, RIAs, private funds, and wealth managers to streamline SEC/FINRA workflows, reduce headcount needs, and mitigate risks like insider trading. The platform replaces fragmented legacy software with automation for higher efficiency and audit-readiness.
Generate pipeline and book meetings for Account Executives through high-volume outbound prospecting to financial institutions and regulated businesses. Requires 1-3 years of sales or business development experience and a bachelor's degree.
Owns onboarding, implementation, retention, renewals, and expansion for complex B2B SaaS accounts while serving as a strategic partner to executive stakeholders. Requires 4–8 years of Customer Success, Implementation, or Account Management experience and strong cross-functional communication.
Full-stack engineer building AI-native compliance platform for financial firms. Own features from AI agents for insider trading detection to high-scale message archiving systems using Node.js, React, and AWS. 5-8 years experience required; NYC-based onsite role.