Portfolio Manager

💰 $3,200 - $5,120 (Est.) 📍 New York City ⏰ Part Time

Job Description

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Elliptic Enterprises Limited
Head of Financial Institutions
Elliptic Enterprises Limited · New York, NY, United States · via ZipRecruiter
24 hours ago
$1.55L–$2.9L a year
Full–time
Apply directly on ZipRecruiter
Apply on Glassdoor
Apply on Indeed
Apply on Built In NYC
Apply on LinkedIn
Apply on Ladders
Apply on PNGAS Job Board
Apply on JobLeads
Job highlights
Identified by Google from the original job post
Qualifications
Senior financial services expertise: 10+ years of experience in banking, capital markets, payments, or financial services with deep subject matter knowledge
Institutional client experience: Deep understanding of how digital assets integrate with traditional finance systems and institutional requirements
Strategic advisory skills: Proven ability to provide strategic counsel, influence cross-functional initiatives, and drive business outcomes
17 more items(s)
Benefits
Experience with stablecoins and their role in traditional finance
Remote Work Budget: $650 budget to set up your home office space
L&D Budget: $1,000 annual Learning & Development budget to use on anything (agreed with your manager) that contributes to your growth and development
6 more items(s)
Responsibilities
As our Head of Financial Institutions, you will serve as our leading subject matter expert and strategic advisor on traditional financial institutions and their adoption of digital assets
You'll be the authoritative voice on how established financial services companies can integrate digital assets while maintaining regulatory compliance and operational excellence
Your expertise will shape our approach to serving institutional clients, influence product development for enterprise solutions, and position Elliptic as the trusted advisor for financial institutions entering the digital asset space
27 more items(s)
Job description
The impact you will have

As our Head of Financial Institutions, you will serve as our leading subject matter expert and strategic advisor on traditional financial institutions and their adoption of digital assets. You'll be the authoritative voice on how established financial services companies can integrate digital assets while maintaining regulatory compliance and operational excellence. Your expertise will shape our approach to serving institutional clients, influence product development for enterprise solutions, and position Elliptic as the trusted advisor for financial institutions entering the digital asset space.

You'll join a highly collaborative global team of subject matter experts across legal, regulatory, compliance, and technical domains - each bringing deep knowledge of digital assets and traditional finance. Together, you'll exchange insights, co-develop strategic guidance, and support each other on cross-functional efforts to deliver best-in-class solutions for our institutional clients. By contributing your unique expertise on financial institutions, you'll help strengthen a multidisciplinary team that is shaping the future of responsible innovation in the crypto and financial services ecosystem.

As Head of Financial Services, you will play a leadership role in driving Elliptic's growth and impact across the financial services sector. You will be accountable for deepening our engagement with traditional financial institutions, accelerating their adoption of digital assets, and ensuring they do so with regulatory confidence and operational integrity.

In this leadership role, your expertise in the financial services industry and digital assets will have a direct impact on the company's commercial and strategic direction. You will lead the development of go-to-market strategies, guide product prioritization to meet institutional needs, and cultivate executive-level relationships with banks, asset managers, and other stakeholders. Your leadership will directly contribute to revenue growth, client success, and market expansion by ensuring our solutions align with the evolving needs of regulated financial institutions.

You will collaborate with a global team of domain specialists spanning compliance, policy, and regulatory affairs. Together, you will deliver integrated strategies and solutions that position Elliptic as the most trusted advisor and partner for institutions navigating the digital asset ecosystem. Your leadership will help institutional clients innovate responsibly and confidently - reinforcing Elliptic's role in shaping the future of finance.

Key Outcomes:
• Drive strategic engagement and revenue growth among banks, asset managers, and financial institutions.
• Influence enterprise product roadmap by championing the evolving needs of institutional clients.
• Position Elliptic as a trusted partner to financial institutions entering or expanding in the digital asset space.
• Strengthen cross-functional collaboration to deliver market-leading solutions at the intersection of compliance, technology, and institutional finance.
• Deepen Elliptic's thought leadership and voice of authority within the financial services industry.

What will you do?
• Serve as the primary subject matter expert on financial services and institutional digital asset adoption
• Provide strategic advisory services to internal teams and external clients on traditional finance integration
• Develop thought leadership through authoritative content creation, including market analysis, regulatory updates, and industry trend reports
• Build and maintain strategic relationships with key stakeholders across banking, capital markets, and institutional finance
• Represent Elliptic at industry conferences, regulatory forums, and executive briefings with senior financial services leaders
• Collaborate with product and engineering teams to provide expert guidance on institutional client requirements
• Advise on regulatory developments and market trends affecting financial institutions' digital asset strategies
• Support business development and enterprise sales processes with deep financial services expertise
• Contribute to cross-functional initiatives that accelerate adoption of digital asset solutions within traditional finance
• Build and maintain your professional profile through speaking engagements, social media presence, and industry networking

You'll be great here if you have
• Senior financial services expertise: 10+ years of experience in banking, capital markets, payments, or financial services with deep subject matter knowledge
• Institutional client experience: Deep understanding of how digital assets integrate with traditional finance systems and institutional requirements
• Strategic advisory skills: Proven ability to provide strategic counsel, influence cross-functional initiatives, and drive business outcomes
• Collaborative mindset: Proven ability to work effectively with cross-functional teams, including fellow subject matter experts, to deliver integrated insights and solutions for institutional clients
• Content creation and thought leadership: Demonstrated ability to create compelling, authoritative content and establish industry thought leadership
• Executive presence: Exceptional communication skills with ability to engage C-level executives and senior stakeholders across financial institutions
• Subject matter expertise: Recognized as an expert in financial services with ability to provide authoritative guidance on complex topics
• Regulatory acumen: Strong understanding of US financial regulations, compliance requirements, and regulatory landscape
• Industry credibility: Recognized expertise and extensive professional network in financial services and institutional markets
• Outcome-focused mindset: Track record of taking ownership and delivering measurable results
• NYC location: Based in New York with a willingness to travel and work from our New York office regularly

Bonus Points for:
• Experience with stablecoins and their role in traditional finance
• Previous consulting or advisory experience in financial services
• Former experience in a regulatory body or deep interactions with regulators
• Technical understanding of blockchain technology and digital asset infrastructure
• Experience developing and delivering training and knowledge-sharing sessions
• Multilingual capabilities
• Experience working with regulatory bodies or policy development
• Advanced degree in finance, economics, or related field
• Professional qualifications in finance, compliance, or related fields (CAMS, FIS, CFA, FRM, etc.)
• Experience in fintech or digital asset advisory roles

> How we work:
• Hybrid working: The option to work from almost anywhere for up to 90 days per year.
• Remote Work Budget: $650 budget to set up your home office space.

> Learning & Development:
• L&D Budget: $1,000 annual Learning & Development budget to use on anything (agreed with your manager) that contributes to your growth and development.

> Vacation / Leave:
• Holidays: 25 days of annual leave + 8 US Public Holidays.
• Birthday Leave: An extra day off for your birthday.
• Enhanced Parental Leave: We provide eligible employees, regardless of gender or whether they become a parent by birth or adoption, 16 weeks fully-paid leave.

> Benefits:
• Healthcare: Comprehensive medical, dental, and vision coverage through a range of providers (including Tufts, Kaiser, Aetna, UHC, and Blue Shield of CA) with generous premium contributions for you and your dependents.
• 401k: Company match included.
• Mental Health: Full access to Spill mental health support.
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Valley Bank
Portfolio Manager - Specialty Bnkg
Valley Bank · Paramus, NJ, United States · via LinkedIn
14 hours ago
Full–time
Apply on LinkedIn
Apply on New York State Job Bank - National Labor Exchange
Apply directly on Glassdoor
Apply on Built In
Job highlights
Identified by Google from the original job post
Qualifications
Strong working knowledge of ******** banking regulations and requirements by state
Strong knowledge of Bank Secrecy Act, USA Patriot Act, OFAC and Suspicious Activity Reporting requirements and other anti-money laundering laws and regulations
Maintain current knowledge of the Bank's automated BSA, anti-money laundering, and OFAC compliance systems
12 more items(s)
Responsibilities
The Sales Assistant provides support to Relationship Managers by managing client materials, inquiries, pre-underwriting administrative activities and completing KYC activities
Meets with customers to analyze financial needs and maximize sales opportunities
Offers all bank products and assists with other service needs for existing and prospective customers
9 more items(s)
Job description
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Sales Assistant provides support to Relationship Managers by managing client materials, inquiries, pre-underwriting administrative activities and completing KYC activities.

💡 Quick Summary

Seeking a career-building opportunity? The Portfolio Manager position is now open for candidates interested in the Bank Jobs sector. This role in New York City offers a professional environment and growth potential.

Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.

Sponsored

Job Details

Company Name: Valley Bank

Frequently Asked Questions

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The expected salary for Portfolio Manager in New York City is $3,200 - $5,120 (Est.) per month. Actual compensation may vary based on experience and negotiation.
No, Portfolio Manager is an on-site position based in New York City. Candidates must be able to commute or relocate to this location.
Basic communication skills, a proactive attitude, and the ability to work in a team are required for Portfolio Manager. Previous experience in Bank Jobs is a plus. Freshers may also apply depending on the employer's requirements.
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