Forward Deployed Broker
CARA
About Cara
Cara is a domain-specific AI platform purpose-built for insurance—a modular system that enables agencies, brokerages, and wholesalers to automate servicing, accelerate sales, and scale operations with a 24/7 digital workforce.
Find out more about this role by reading the information below, then apply to be considered.
We're one of the fastest-growing AI companies in the insurance industry, attracting agencies and brokerages of all sizes with an expanding customer base. We're a team of experts in engineering and insurance from Stripe, Blend, Strategy&, and Travelers, with backing from top-tier VCs, and are scaling our product and team quickly to meet market demand.
About the Role
As a Forward Deployed Broker, you will work directly with our enterprise customers to deploy AI in production and transform their operations with Cara. This is a hybrid role across sales, consulting, and product — you'll build and scale your own pipeline, embed with customers, redesign workflows to drive adoption, and expand accounts over time.
You will help enterprise brokerages rethink how work gets done with AI. You'll work closely with operators and executives to identify high-impact opportunities and drive measurable outcomes across the organization.
What You'll Do
- Embed with enterprise brokerages to understand their workflows across sales, servicing, and operations
- Design and deploy AI workflows using Cara
- Act as a trusted advisor to leadership (COO, Head of Ops, Producers) on how to leverage AI across the organization
- Own the full customer lifecycle from initial deal through onboarding and scaled adoption
- Drive expansion and revenue growth within accounts by identifying high-impact use cases
- Translate real-world workflows into product insights, partnering closely with engineering and product teams
- Prototype quickly, iterate with xhyhwjd customers, and deploy solutions in days
- Help define and scale best practices across Cara's customer base
What You Have
- 3+ years of experience in insurance brokerage (producer, account executive, operations, or consulting)
- Strong relationships or familiarity with mid-market / enterprise brokerages
- You enjoy selling, expanding accounts, and closing deals
- Deep curiosity about AI and how it transforms workflows
- Ability to communicate effectively with both operators and executives
- Builder mindset—you don't just advise, you implement
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Forward Deployed Broker in New York, NY vacancy
- ...backing from top-tier VCs, and are scaling our product and team quickly to meet market demand. About the Role As a Forward Deployed Broker, you will work directly with our enterprise customers to deploy AI in production and transform their operations with Cara....Suggested
Cara
New York, NY2 days ago - ...Broker Dealer Compliance Advisory- Equities & Options We are working with a financial services organization seeking an experienced Compliance professional for a senior advisory position supporting its markets businesses. The role will work closely with business...SuggestedFull time
Dynamics Executive Search
New York, NY2 days ago - ...Senior Treasury / Liquidity Management – Broker-Dealer New York City | Financial Services I’m working with a highly regarded, growing investment bank and broker-dealer that is looking to add a senior Treasury / Liquidity Management professional to its platform....SuggestedFull timeTemporary work
Madison-Davis, LLC
New York, NY2 days ago $127.5k
...including but not limited to design, merchandise planning, demand & deployment, production, stores operations, and visual presentation, to... ...into actions that will drive the business and assortment forward Remain curious about the customer to better understand their...SuggestedFull timeSeasonal workLocal areaFlexible hours- ...Senior Property Broker The Senior Property Broker serves as the primary liaison between insurers and clients. This person is responsible for managing major client relationships, deploying placement expertise and helping to drive revenue growth within the assigned office...SuggestedFull timeContract workTemporary workLocal areaRemote workVisa sponsorshipWork visaFlexible hours
Willis Towers Watson
New York, NY2 days ago $151.9k - $173.4k
...Broker Dealer Advisory Manager Job Description The Compliance Risk Manager will support Capital One's broker dealers compliance program. Compliance Risk Managers are highly motivated Risk Management professionals with excellent communication skills, strong judgment...Full timePart timeWork at officeLocal areaFlexible hoursCapital One Financial Corp
New York, NY2 days ago- Responsibilities: Partner with executive leadership to shape, execute, and continuously strengthen the firm's compliance framework in alignment with applicable securities industry regulatory obligations. Provide strategic oversight of monitoring, supervisory review...Full time
Partnership Employment
New York, NY2 days ago - ...entrepreneurial team, we've achieved more than $2 Billion in property brokered. As we have grown, we've maintained a culture of excellence,... ...Thank you so much for your interest in our firm! We look forward to hearing from you. Cooper & Cooper Real Estate Residential...Full timeRelocation
Cooper & Cooper Real Estate
New York, NY1 day ago $235k - $295k
...benefits package. If you are interested in this position, and you meet the requirements of the role, please click 'apply now' to forward an up-to-date copy of your resume. Alternatively, if you would like to discuss this opportunity further, please contact Siobhan...Full timeInterlink Talent Solutions
New York, NY3 hours ago$310k - $365k
...representation is confidential, and candidates never pay a fee for our services. BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you. Job ID: 433020...Permanent employmentFull timeTemporary workWork at officeFlexible hoursBCG Attorney Search
New York, NY1 day ago$300k
...O.T.E***** About the Company - Our client, a dynamic and forward-thinking logistics company, is committed to helping businesses... ...to work as a 1099 agent, with a split up-to 70/30. As a Freight Broker, you will be responsible for managing freight movements, collaborating...LinkedIn
New York, NY2 days ago$60k - $100k
...guiding toward a compliant product. You call them, move the quote forward and bind it through the platform. There is no admin work and... ...What we're looking for ~ Licensed P&C insurance broker or rep (CISR preferred) ~1 to 5 years of experience and a proven...Full timeRemote workOMW Consulting
New York, NY15 hours ago$150k - $160k
...pricing IRS and Swaptions including performing discounting and forward curve construction and volatility surface calibration to quantify... ...analysis to create synthetic tracking portfolios; building and deploying hybrid LLM-based execution algorithms using Python and C++ to...Minimum wageRemote workWork from home$140k - $170k
...departmentsRepresentation of the Property CUO in projects, including SCUP, data and digital initiatives and additional priorities identified moving forward. Collaborate with senior members in Operations to bring an Underwriter’s perspective to the development of our systems and tools,...Full timeWork at officeAmerican International Group (AIG)
New York, NY4 days ago- ...a full time or part time, remote opportunity for an Insurance Broker with Elevate Life & Legacy . This role is ideal for someone... ...Watch the video below to see how it all works. If you want to move forward after watching to video, send me a message and I'll be happy to...Full timePart timeRemote workFlexible hours
LinkedIn
New York, NY3 days ago - ...BNY is seeking an accomplished Senior Vice President, Segment Marketing for Banks & Broker Dealers in New York. The role leads strategic marketing for the segment, shaping messaging, go-to-market plans and client engagement across global and regional priorities. You...
- ...Job Description Job Description MCA Broker | Brooklyn, NY · Commission About the Role This is a sales role for someone who knows... ...the MCA process Maintain consistent follow-up to move deals forward Growth & Development Participate in training to learn the...
Bhired
New York, NY9 days ago $100k - $110k
...Seeking a highly motivated, detail oriented individual to work at a growing U.S. broker-dealer subsidiary of a global financial services group based out of Spain. Job Description Accounting Responsibilities: Create and maintain accounting policies for B/D...Extra incomeWork at officeBBVA
New York, NY3 hours ago$150k - $175k
...Join Our Team at EPIC Insurance Brokers & Consultants Come join our team! EPIC Insurance Brokers & Consultants has become one of the... ...RFP responses, and oral presentations Understand and deploy Risk Consulting Services (Claims, Loss Control & Analytics) Service...Work at officeLocal area3 days per week- ...business oriented. \n 15. Self motivated independent worker, able to lead initiatives from beginning to end. \n \n Looking forward to hearing from you, \n \n Thanks & Regards, \n \n Chandan Kumar, \n \n SVAM International, INC. | 233 East Shore Road...Long term contractWork at office
SVAM International Inc.
New York, NY16 days ago - My client is located in NYC This role sits with the front office and will work directly with traders and Portfolio Managers Full portfolio support with great exposure and a chance to do a lot more than ops 4 days in office 3-6 years of experience Base 110-15...Full timeWork at office
Green Key Resources
New York, NY3 hours ago - ...together with our Due Diligence Accelerator Package®, give our brokers and advisors the ability to walk into an owner or developer meeting... ...understand and unlock the full potential of any given property. We Know Zoning®. We look forward to welcoming you here....Permanent employmentFull timeImmediate start
development site advisors®
New York, NY3 days ago - ...traders, researchers, and technologists while having direct impact on P&L generation. Responsibilities Research, develop, and deploy quantitative trading strategies across G10 and Emerging Market FX products. Analyze large datasets to identify predictive...Full time
Joseph Anthony Group
New York, NY1 day ago - ...are seeking a motivated, hardworking and team-oriented Junior Broker to join our Retail Leasing team. This is a commission only role... ...growth, developing and cultivating relationships, leads, and a go-forward strategy. Demonstrated ability to execute business....
Meridian Capital Group
New York, NY4 days ago $150k - $195k
...litigation strategy with strong attention to detail. Work closely with senior attorneys and the litigation team to move matters forward efficiently. Qualifications ~ Active New York bar license. ~3+ years of experience as an attorney. ~ At least 1 year of...Orion Placement
New York, NY3 days ago- ...quantitative models, and translate research insights into live trading strategies. Key Responsibilities Research, develop, and deploy systematic trading strategies across US equities, including single stocks, ETFs, and equity indices. Identify and exploit short-...Full timeTemporary work
AAA Global
New York, NY3 hours ago - ...related derivatives such as Treasuries, SOFR futures, or swaps Proven end-to-end strategy development from research, testing, deployment, and live monitoring Engagement with market regulators, exchanges, or ETF issuers in operational or compliance matters Leadership...Full time
The Phoenix Group
New York, NY3 hours ago - ...or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Property Associate at JLL, you will serve as the primary administrative point of contact for an...Daily paidWork experience placementWork at officeLocal area
JLL
New York, NY3 days ago $110k - $120k
...landlord partnerships every year, and the number is growing as our business development team expands. Before any of those deals move forward, someone has to check that it holds together: that the assumptions are sound, that the start date, budgets, rent, pricing, and...Work at officeFlexible hoursShift workDay shiftIndustrious
New York, NY3 days ago- ...previous reporting periods on a monthly, quarterly, and annual basis Preparing journal entries and monthly account reconciliations Compliance with SEA xhyhwjd Rule 15c3-3 and SEA Rule 15c3-1. FOCUS and FINRA reporting Broker Dealer Experience Required...
Social Capital Resources
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Forward Deployed Broker. Be the first to apply!
Related searches