Top Entry Level Fintech Jobs

Sales Development Representative handling 200–300 daily calls with loan applicants to qualify prospects, collect application information and documents, answer questions, promote lending products, and support credit approvals. Responsibilities include outbound calling, texting, emailing, CRM data entry, recordkeeping, regulatory compliance, and protecting customer information. The role is onsite, full-time, and requires strong communication, phone, organizational, mathematical, and customer service skills.

Prepares monthly income tax calculations, quarterly tax provisions, tax footnotes, federal and state income tax returns, estimated tax payments, and state apportionment workpapers. Assists with franchise, excise, and information filings, tax authority notices, and audits. The role collaborates with Accounting, Financial Reporting, Accounts Payable, Treasury, and Payroll while progressing toward more complex entities and tax jurisdictions.

Supports the life insurance pre-sale process by providing product information, case design, illustrations, communications, and guidance on new business and underwriting processes. Partners with Sales and Distribution teams to support producers, customers, strategic initiatives, and sales goals. The role requires strong customer service, phone communication, problem-solving, and sales skills, along with obtaining required FINRA and state insurance licenses within specified timeframes.

Performs high-volume general ledger and bank reconciliations, resolves outstanding reconciliation items, prepares accounts receivable client invoices and internal billing reports, and completes accounting data entry. Provides backup across accounting functions while working accurately under deadlines. Requires an Associate's degree in Accounting, strong Excel and Microsoft Office skills, knowledge of accounting principles, and strong organizational and communication abilities.

Develop and optimize SQL Server and Snowflake data solutions, migrate workloads to the cloud, and build ETL/ELT pipelines using SQL, Python, Airflow, and AWS. Responsibilities include performance tuning, data validation, reconciliation, monitoring, production troubleshooting, and support for transaction cost analysis products using large-scale financial, trade, and market data.

Manage marketing requests from brief intake through launch and outcome confirmation. Own the Jira workflow, task breakdowns, statuses, deadlines, SLAs, templates, automation, documentation, and marketing calendar. Coordinate creative, copywriting, CRM, social media, website, procurement, legal, and other stakeholders; track dependencies, identify risks, escalate delays, and improve cross-functional marketing processes.

Manage investor communications and relationships, prepare financial performance and strategic updates, organize investor events, and analyze feedback to inform company strategy. The role requires financial reporting knowledge, strong presentation and interpersonal skills, and discretion when handling sensitive information. It is remote within the USA with in-person retreats four times annually.

Testudo is inviting candidates to propose the role they should create within its generative AI liability insurance and risk-monitoring business. Applicants should explain the role’s relevance to Testudo, provide evidence of relevant work, and be available to work in New York five days per week. The position offers $150,000–$250,000 base salary, meaningful equity, benefits, and possible relocation support.

The Deposit Operations Specialist processes deposit transactions such as wire transfers, ACH activity, and checks while ensuring compliance and addressing fraud concerns.

Generate qualified meetings with emerging fund managers through outbound, social content, communities, AI agents, and growth experiments. The role tests and scales acquisition channels, builds Decile’s presence on X and LinkedIn, creates automations, and shares growth insights across the company. Candidates should be creative, fast-moving, strong writers, comfortable with AI tools, and highly self-directed. Venture, fintech, or investor-sales experience is a bonus.