
Adaptive · New York
WE ARE: At Adaptive, we are a financial consulting firm that partners with capital, commodity, and digital market participants. We value differentiation throug...
At Adaptive, we are a financial consulting firm that partners with capital, commodity, and digital market participants. We value
differentiation through technology.
Our experienced teams design and deliver complex front-office technology solutions using our proven accelerators to create
long-term competitive advantage.
Our clients include the world's leading investment banks, investment managers, fintechs and capital market service providers.
With a global reach with offices in London, New York, Manila, Barcelona and Montreal, we have a proven track record of delivering
powerful, elegant and intuitive trading technology solutions.
We are now looking for a Technical Business Analyst to join our team — someone who can bridge the gap between high-level product
vision and detailed delivery execution in a complex, fast-moving technical environment.
If you feel like this is you, you might be a perfect fit for this role! 🎉
including an understanding of message ordering, state machine replication, and fault-tolerant distributed systems
technical environment
validation needs across distributed workflows
items, deliverable stories, and testable outcomes.
and non-functional expectations.
collaborative approach.
To be immersed in high-standard engineering culture. Our fantastic team takes pride in crafting complex technical solutions but
also loves sharing their knowledge and helping you grow professionally (we have extraordinary minds at Adaptive 😁) You can learn
from anyone here, which is the beauty of it.
To take part in the growth and development of a great company.
Our teams feel free to speak up, make suggestions and raise concerns.
Collaborative team environment: we all work together, respect each other, and pitch in.
Great consideration for work/life balance (highly-flexible, hybrid working model, well-being benefits…). The balance between
professional and personal life is massively important to us.
We work hard to provide a positive, collaborative and inclusive culture and to positively impact our staff and local communities
through different well-being, diversity and inclusion. programmes.
You can check our Glassdoor page 🎉
BENEFITS (What we offer in return // what you’ll get )
We create benefits with YOU in mind.💜
We have 6 Aetna plans to choose from as provided by our PEO, Justworks. We make a flat monthly contribution to your healthcare
costs.
make fixed contributions to each.
90 days of service)
Actual starting base pay will be determined on skills, experience, and other non-discriminatory factors permitted by law. The
Salary range for this position is $160,000 - $200,000
Long interview processes are stressful and boring, and that is not us 😉
We want to make sure that everything runs smoothly.
1- A chat with one of our great recruiters.
2- A zoom chat with one of BA colleagues where they will ask you detailed questions about your experience
3- A Face to Face interview (via Zoom).
But don’t worry; everything will be explained to you step by step by your recruiter.
Collaboration is massively important to us, so don't hesitate to share your thoughts, ask questions, ask for help if needed, etc
😊
Diversity and inclusion are key to a great workplace, and Adaptive is better when it’s more representative of the world around us.
We want everyone to feel comfortable bringing their whole selves to work without any fear of judgment or negativity.
All we ask is that our colleagues are respectful, collaborative, passionate about what they do, and have the skills needed to be
successful in their roles
Adaptive Financial Consulting Inc. makes use of E-Verify to validate someone's right to work in the US. We will provide the Social
Security Administration, and, if necessary, the Department of Homeland Security, with information from each new employee's Form
I-9 to confirm work authorization. Please note that we do not use this information to pre-screen job applicants.
E-Verify
Adaptive uses E-Verify to confirm the employment eligibility of a new hire after they they have completed their I9. E-Verify is
not used to pre-screen an applicant for employment, nor is it used to discriminate against applicants on any basis.
ABOUT ROCKET MONEY🔮 Rocket Money’s mission is to meaningfully improve the financial prosperity of millions of people. Rocket Money offers members a unique understanding of their finances and a suite of valuable services that save them time and money – ultimately giving them a leg up on their financial journey. ABOUT THE TEAM 🤹 Data Scientists at Rocket Money advance our mission by building internal and external products that strengthen customer relationships across our financial offerings. We work closely with product and engineering teams to test the effectiveness of features that help customers understand, track, and improve their personal finances. Data Scientists also enhance growth operations through ML-powered personalization during onboarding, modeling customer lifetime value, and estimating the relationship between marketing operations and user acquisition outcomes. We seek team players who excel at cross-team collaboration, use data to shape strategy, and deliver solutions effectively within cross-functional teams. While Data Scientists primarily focus on model development, data preparation, and experimental testing + design, they also contribute to system architecture, design, deployment, and evaluation. ABOUT THE ROLE Rocket Money is looking for a Senior Data Scientist to drive marketing efficiency, attribution, and experimentation efforts through the use of tools like customer lifetime value modeling, media mix attribution modeling, and causal impact assessments of marketing strategies. This role will also lead product scientific experimentation program efforts, including building tooling and processes for self-service product and CRM experimentation. * Build the next generation of Rocket Money’s customer lifetime value models and integrate into the operational decision making and optimization of our marketing portfolio. * Support internal marketing effectiveness measurement and estimation approaches. * Be responsible for leading projects from start to finish — making key decisions on both implementation and scope while balancing technical and business goals and working stakeholders to implement operational change. * Design and conduct experiments to estimate the impact of marketing and product strategies. Create scale by leading a systematic marketing and product experimentation program. Contribute to product experimentation via expert level experimental design, assessment, and collaboration with product managers. * Work with data engineering and analytics teams to build scalable and durable machine learning to data analytics pipelines that enable marketing and product experimentation operations. * Optimize to continuous product feedback loops — you understand that data product development is the practice of a continuous lifecycle of measurement, analysis, modeling, and hypothesis testing. You understand how to build, test, and deliver internal facing predictive tools. You understand how to effectively design and assess experiments for a variety of user facing experiences. * Maintain a high technical bar by mentoring other members, participating in code reviews, and ensuring quality in production systems. Level up others around you via effective technical mentoring. * Work with engineering teams to design and architect predictive feedback mechanisms for digital ad networks and add new features to our in-house experimentation engine. * Be on the cusp of new developments in marketing data science tech and drive operational changes in marketing that are cutting edge. * Create scalable approaches and tooling that allow others on the data team to undertake product experimentation without your direct input. ABOUT YOU 🦄 * 6+ years of professional experience in data science, with proficiency in SQL, at least one scripting language, statistical modeling, and engineering scalable experimentation solutions. * You have direct experience building production grade tooling for operational use by teams of internal decision makers. You know how to drive marketing and product strategy with experimental and observational data and build the tools that can implement it at the tactical level. * You’ve worked with engineering teams to design optimal feedback signals between applications and ad networks or build experimentation platforms. * You are a team player with a proven ability to collaborate across teams and communicate technical insights effectively, driving alignment with marketing strategy and operations. * You care about problems, not publications. Solving business problems is your primary goal. We love recovering academics that aren’t looking in the rearview. * You care just as much about why you're solving a problem as the solution. You always want a deep understanding of context and business impact. You are a data scientist first but an expert analyst when necessary. * Excellent writing, presentation, and communication skills. Documenting, soliciting feedback, and securing alignment among collaborators is second nature. * Deep experience in several of the following in a professional capacity: customer segmentation, customer lifetime value modeling, A/B testing and causal inference, media mix modeling. * Experience in fintech, banking, or finance is a plus. * WE OFFER 💫 * Health, Dental & Vision Plans * Life Insurance * Long/Short Term Disability * Competitive Pay * 401k Matching * Team Member Stock Purchasing Program (TMSPP) * Learning & Development Opportunities [https://www.myrocketcareer.com/working-here/training-and-development/] * Tuition Reimbursement * Unlimited PTO * Daily Lunch, Snacks & Coffee (in-office only) * Commuter benefits (in-office only) Additional information: Salary range of $180,000 - $235,000/year + bonus + benefits. Base pay offered may vary depending on job-related knowledge, skills, and experience. Rocket Money is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
About Clarity AI 🪴 Clarity AI is a global tech company founded in 2017 with a unique mission: bringing societal impact to markets. We leverage AI and machine learning technologies to provide top international investors, governments, companies, and consumers with the right data, methodologies, and tools to make more informed decisions. We are now a team of more than 300 highly passionate and curious individuals from all over the world, with offices in New York, Madrid, London, Paris, and Abu Dhabi. Together, we have established Clarity AI as a leading sustainability tech AI company backed by investors and strategic partners such as BlackRock, SoftBank, and Deutsche Börse, who believe in us and share our goals. We are dedicated to cultivating an exceptional workplace environment, and we take pride in our culture, defined by our commitment to being fact-based, diverse, transparent, meritocratic, and flexible. We have plans to continue growing our teams globally, so if you would like to join us on this rocket ship, keep reading! Your work will shape and guide the sustainable decisions of investors, companies and consumers worldwide. ABOUT THE ROLE 💻 At Clarity AI, the Revenue Operations team is the operational engine behind the entire commercial cycle: we keep the CRM healthy, give leadership visibility into the pipeline, spot risks before they turn into churn, and build the tooling that helps Sales and Customer Success sell more and better. We're looking for a Senior Specialist who is, above all, a bridge profile: someone equally comfortable jumping into HubSpot to fix a workflow as opening a dashboard to explain to a territory lead why their forecast doesn't add up. We're not after the CRM wizard who avoids the business numbers, nor the strategy analyst who won't touch the tool. We want someone who enjoys living between both worlds and wants to become a reference point for that combination. This is a strategic role that bridges the gap between sales, marketing, customer success, and finance to drive scalable revenue growth. WHAT YOU'LL BE DOING 🚀 Working as a Senior Specialist, Revenue Operations, your role will include, but not be limited to, the following activities: * CRM maintenance and administration (HubSpot). Data health, property management, workflows, deduplication, and ensuring the pipeline stays a reliable source of truth. * Support for forecast calls. Prepare the data, make sure opportunities reflect reality, and help ground the forecast conversation in clean information. * End-to-end sales funnel management. From lead qualification and MQL management, through opportunity creation, all the way to close. Monitor conversion at each stage and identify bottlenecks. * AI-assisted workflows. Use and help build AI-powered tooling for the commercial team, from AI-generated account summaries to automated analysis, and continuously look for parts of your own work to augment or automate. * Churn detection and sales tracking. Build early risk signals, track deal progress, and give visibility to the right people at the right time. * Dashboards and reporting as a vehicle, not the product. Build clear, actionable dashboards for Sales, CS, and leadership — but the job is the "so what," not the chart. Every report should answer a business question or raise one worth asking. * Insight and intelligence generation. You won't just report the numbers — you'll interrogate them. We expect you to proactively surface patterns, anomalies, and risks (why conversion dropped in a segment, which accounts show early churn signals, where the forecast is soft) and bring recommendations to leadership before anyone asks. * AI-native way of working (or the drive to get there fast). We use AI tools daily — for analysis, drafting, automation, and building internal workflows. If this is already how you work, great. If not, you should know that ramping up quickly on these tools is an explicit expectation of the role in the first months, not an optional extra. * Outreach initiatives. Support and design campaigns and targeting lists to generate more pipeline (e.g., identifying high-value contacts and accounts). Location 🌍 The role is based in Madrid, Spain Way of Working: Hybrid WHAT YOU'LL NEED 👀 * 2–3 years minimum of experience in Revenue Operations, Sales Operations, or an equivalent GTM role, ideally in B2B / SaaS. * Fintech knowledge: strong understanding of SaaS/Fintech revenue models (ARR, MRR, TCV) and complex deal structures. * Advanced command of a CRM. Expert in HubSpot (administration, reporting, flows) or Salesforce. * Solid understanding of the B2B sales funnel: what an MQL/SQL is, how a lead is qualified, how an opportunity is born and progresses, and what drives conversion and churn. * Analytical and business acumen. Comfortable with Excel/spreadsheets at an advanced level, building dashboards, and turning numbers into conclusions leadership can act on. * Professional Spanish and English. You'll draft internal communications in Spanish and team- and leadership-facing materials in English. * A bridge mindset. This is the requirement that weighs most: even if your natural strength is the technical or the business side, you have genuine curiosity and drive to master the other half. NICE TO HAVE ✨ * Knowledge of the financial institutions and capital markets space: understanding our clients, who tend to be investors, as well as corporates and consumers. * Gitlab and automation background WHAT WE OFFER 🥁 * Competitive compensation, both in terms of base salary as well as equity plans that enable you to share in our success * Flexibility in ways of working both in terms of your schedule as well as your location, whether you prefer to work from home, the office, or abroad with access to a global network of co-working spaces * Generous paid time off schemes, including vacation, sabbatical, religious observance and compensation days * Meaningful benefits including private healthcare coverage, fitness and wellness programs covered through Wellhub, working-from-home allowances to help you set up your home office and cover monthly expenses * Professional development with annual training budget for conferences, courses, certifications and access to top market e-learning platforms * Collaborative environment with multiple offices around the globe, regular team activities and events as well as employee-led resource groups More About Clarity AI ⭐ Clarity AI’s Founder and CEO, Rebeca Minguela, is a successful entrepreneur who has been recognised by prestigious institutions like the World Economic Forum as one of the most distinguished leaders under 40. The leadership team has an international presence and is composed of professionals from leading tech, consulting, and banking firms, entrepreneurs, PhDs from top research institutions, and MBA graduates from top business schools. Clarity AI has received several awards: * The Forrester New Wave - ESG Ratings, Data, and Analytics - Leaders for 2022-2024 * Investment Week - Best Sustainable Investment Research & Ratings Provider 2023 * Fast Company - Most Innovative Companies 2023 * European Commission | EU Seal of Excellence 2020 * World Economic Forum - Technology Pioneer 2020 * World Economic Forum, Young Global Leader - Rebeca Minguela Clarity AI believes diversity, inclusion, and belonging are essential for creating an innovative and successful workplace. By actively promoting and engaging in sustainability efforts, we can help create a more equitable and resilient future for our planet and all its inhabitants.
ABOUT ALPHA GROUP Alpha Group is a leading global consultancy to the financial services industry. Founded in 2003, Alpha has spent over 20 years bringing together specialists, sector-focused strategy, management consulting, and technology expertise to support the entire client transformation lifecycle. Having partnered with more than 1,200 clients worldwide across the asset and wealth management, alternatives, and insurance industries, Alpha is a trusted advisor for complex change programs. We now have over 1,180 consultants working with clients across North America, the UK, Europe, the Middle East, and APAC. In 2024, in recognition of our successful track record and strong growth prospects, Alpha was acquired by Bridgepoint, one of the world's leading quoted private asset growth investors. Our people are at the heart of everything we do. Many of our team have built long and fulfilling careers with us, often staying for over a decade. Alpha offers a genuinely rewarding place to work: a meritocratic environment where your career can flourish, and a welcoming culture where you can be yourself, connect with others, and thrive. WHY JOIN ALPHA? * Established yet entrepreneurial: with over 20 years of success and a proven record on the London Stock Exchange, Alpha offers the stability of an established consultancy with the energy of a fast-growth business. * Backed by Bridgepoint: as part of one of the world's leading growth investors, Alpha benefits from strategic investment that fuels innovation, expansion and new offerings, creating even more opportunities for our people. * Exposure to senior leadership: whether you are in an internal or a client-facing role, you will have the opportunity to work with and learn from high performers at the top of their game. * Learning and growth opportunities: we run tailored training to help you be successful, provide excellent mentorship, and offer up to 5 days paid training time per year. High responsibility and autonomy mean you develop your skillsets quickly. * Performance-driven culture with real impact: advancement at Alpha is based on impact and capability, not tenure or quotas. You will have autonomy and see the tangible difference your ideas and decisions make. ABOUT ALPHA TECH SERVICES Alpha Tech Services (ATC) is the technology implementation and business integration arm of the Alpha Financial Markets Consulting (Alpha FMC) group, the leading global consultancy to the asset and wealth management industry. We are a boutique management consulting firm that offers the world's top asset and wealth managers a competitive edge through deep expertise and industry insight. Our team is of a uniquely high caliber, and by focusing on asset and wealth management exclusively we build knowledge and experience that generalist firms cannot match. We work with a blue-chip client base, including 21 of the top 25 largest global asset management firms and over 130 clients across the globe, with offices across the United States, Canada, the UK, Europe, the Middle East, and APAC. THE OPPORTUNITY Alpha FMC is expanding its Wealth Management Technology practice and is looking for an experienced Solution Architect to help wealth management firms navigate technology transformation. This role sits at the intersection of wealth management domain expertise and technology delivery, supporting clients across the advisor-facing value chain: from client onboarding and account management through portfolio construction, trading, performance reporting, and client communications. You will work directly with wealth managers, TAMPs, RIA aggregators, broker-dealers, and fintech vendors to define, design, and deliver technology solutions that address the full complexity of modern wealth management operations. ROLE RESPONSIBILITIES As a Solution Architect in our Wealth Management Technology practice, you will: * Define and lead delivery of wealth technology solutions spanning platform implementation, system integration, and data architecture, managing experienced developers and technical consultants. * Manage Wealth Tech vendor partnerships, including joint go-to-market opportunities, pipeline development, relationship management, and the overall partnership framework that positions Alpha as a preferred implementation and integration partner in the wealth management technology ecosystem. * Translate business requirements across the financial advisor value chain into solution designs that address onboarding, account management, portfolio management, trading and execution, performance reporting, billing, and client engagement. * Leverage deep familiarity with the Wealth Tech vendor landscape, including TAMPs, portfolio management systems, order management systems, CRM platforms, financial planning tools, custodial integrations, and data aggregation providers. * Support clients in improving and optimizing their operating models, including resource management, technology architecture, and business process design across advisor-facing and back-office functions. * Define and socialize technical approaches for implementation, including SDLC frameworks, data migration strategies, API and custodial integration patterns, and client onboarding workflows. * Present options and designs to business and technology stakeholders at all levels, articulating Alpha's perspective on industry best practices clearly and with credibility. * Input to project definition, resourcing, timelines, and objectives within a workstream or engagement. * Drive documentation and development according to specifications and standards. * Participate in project team meetings and communicate effectively with client peers, architects, system analysts, business analysts, project managers, and technology teams, reporting project status as required. * Support Alpha's internal IP development, including proposition development, accelerators, and at least one area of specific Wealth Tech expertise. * Take a lead in mentoring and coaching team members. ROLE REQUIREMENTS EXPERIENCE AND DOMAIN KNOWLEDGE * 7+ years of experience in technology roles within or serving the wealth management industry, including direct experience with fintech implementations and integrations. * Deep familiarity with the financial advisor value chain, spanning client onboarding, account management, financial planning, portfolio management, trading and execution, performance reporting, billing, and client communications. * Hands-on experience implementing or integrating Wealth Tech platforms such as Apex, Orion, Envestnet, Tamarac, Black Diamond, Riskalyze/Nitrogen, iCapital, Addepar, Salesforce Financial Services Cloud, Redtail, or comparable systems. * Working knowledge of custodial infrastructure, including integration patterns with Schwab, Fidelity, Pershing, and similar custodians, and familiarity with data delivery standards such as ACATS, DTCC, and FIX protocol. * Experience with the RIA, broker-dealer, and TAMP ecosystem, including an understanding of how these channels differ in technology requirements, regulatory constraints, and advisor workflows. * Familiarity with insurance distribution and alternative investment platforms as complements to core wealth management operations is a plus. TECHNICAL SKILLS * Experience leading complex system integration projects, including API design, data mapping, and middleware configuration. * Proficiency in data architecture and engineering concepts, including data modeling, ETL design, and cloud data platforms such as Snowflake or Azure Synapse. * Experience with cloud environments (AWS, Azure, or GCP) and modern data pipeline tools. * Ability to design scalable and reliable architectures that account for the data volume, security, and compliance requirements of wealth management operations. * Understanding of data lifecycle management, data quality frameworks, and governance practices relevant to client and account data in wealth management. CONSULTING AND CLIENT SKILLS * Demonstrated ability to lead client-facing engagements, manage stakeholder expectations across business and technology teams, and influence senior decision makers. * Strong executive communication skills with the ability to present complex technology options in business terms to C-suite, operations, and advisor-facing audiences. * Experience managing technology projects using Agile or other methodologies in a consulting or client services context. * Ability to lead cross-functional teams and work effectively across client, vendor, and internal project stakeholders. COMPENSATION AND PERKS * A competitive salary with discretionary bonus scheme based on company and personal performance. * 25 days of annual paid time off. * 401k matching. * Sponsorship towards professional certifications and training, supported with 5 days of paid training time. * Choice of laptop. * Supplemented medical, dental, and vision coverage. * North America team-wide training and employee appreciation retreats. The anticipated base salary for this role varies based on geographic location and is structured across three compensation zones. These zones reflect local market conditions and cost of labor. Geographic placement is determined by the employee’s primary work location. Zone A | $163,000 – $186,200 Applies to candidates working in designated high-cost metropolitan areas, including: Los Angeles, CA; San Francisco, CA; Boston, MA; New York City, NY; and Washington, DC, as well as remote roles based in Massachusetts or the New York Tri-State Area. Zone B | $135,000 – $170,000 Applies to candidates working in key metropolitan markets, including: Austin, TX; Atlanta, GA; Chicago, IL; Charlotte, NC; Denver, CO; and Philadelphia, PA, as well as remote roles based in Texas, California, Pennsylvania, Florida, or Colorado. Zone C | $125,000 – $160,075 Applies to all other U.S. locations not listed above. Final compensation will be determined based on experience, qualifications, and work location. In addition to base salary, this role is eligible for a discretionary bonus and a comprehensive benefits package. We are committed to equitable and transparent compensation practices across all locations. OUR COMMITMENT TO INCLUSION At Alpha, diversity, equity and inclusion are critical to our success. Our priorities show a focus on fostering an inclusive, equitable workplace where individuals are treated fairly regardless of gender or background. We welcome applications from disabled people and are committed to making our recruitment process and workplace accessible and inclusive for everyone.