Top Fintech Finance Jobs

As a Wealth Advisor, you will manage UHNW client relationships, advise on complex wealth strategies, and coordinate concierge services while ensuring compliance and documentation standards are met.

The Trade Finance Specialist will handle letters of credit, monitor loan requests, ensure regulatory compliance, and meet client needs.

The Financial Advisor establishes customer portfolios, provides investment solutions, builds client networks, and ensures compliance, aiming to meet financial objectives.

The Credit Risk Review Examiner assesses credit risk in assigned portfolios, monitors compliance with lending policies, and prepares reports for management.

Conducts complex accounting assignments, trains junior staff, prepares financial statements, ensures compliance with accounting principles, and advises on workflow improvements.

The role involves business development, managing client relationships, analyzing financial statements, and collaborating with partners to provide banking solutions.

Provide investment and financial planning services to mass-affluent clients ($50K+; primary target $250K–$2M), grow relationships and referrals, deliver holistic financial wellness conversations and plans, meet sales and referral goals, coordinate investment product delivery with branch staff, and coach/mentor branch personnel to maximize client outcomes.

Administer secondary market operations for mortgage buying and selling. Monitor daily workflows, ensure timely delivery to investors, log loan sales/purchases, comply with investor requirements and regulations, liaise with partners, and recommend process improvements to enhance sales effectiveness.

The Emerging Payments Product Portfolio Manager leads strategy for credit and debit products, driving growth and optimizing performance through data analysis, marketing plans, and stakeholder collaboration.

Financial Advisors consult clients to assess their financial situations and goals, recommend suitable investment products, and maintain relationships with clients through regular updates and meetings.

The Account Executive is responsible for managing client portfolios, developing client relationships, overseeing regulatory compliance, and coordinating with colleagues on strategic initiatives.

Lead and manage a portfolio of captive insurance clients, oversee full-cycle accounting and GAAP/regulatory compliance, mentor an accounting team, resolve complex client issues, organize board meetings, negotiate fees, coordinate third-party providers, and drive global process and policy improvements to support client relationships and business growth.

The Private Markets Investment Specialist supports client portfolio construction and manager selection in private markets, engages with asset managers, and prepares performance updates.

Provide technical accounting expertise and policy oversight for Transamerica/Aegon. Research and analyze complex transactions, draft memos and disclosures, monitor standards, implement new policies, and liaise with senior management, auditors, legal, and regulators.

Directs and provides leadership in the design, pricing, and implementation of insurance products while overseeing a small actuarial team and managing various analyses and studies.

The Director will oversee financial reporting for Variable Annuities and RILAs, managing a team and ensuring compliance with IFRS, US GAAP, and Statutory requirements while collaborating with senior leaders.

Lead strategic financial planning, profitability and investment analysis for product and initiative performance. Build and maintain financial models, pricing/revenue analyses, forecasts, and executive/board reporting. Partner cross-functionally to align plans with operational drivers, recommend corrective actions, improve reporting frameworks, and mentor team members to drive disciplined investment decisions and risk-managed growth.

The Business Strategy Sr Analyst will support financial analysis, forecasting, and strategic initiatives while developing reports and business partnerships within Texas Capital.

Support senior derivatives marketers by structuring, pricing, and marketing interest rate and FX derivatives; develop hedging solutions, prepare client presentations, respond to client inquiries, coordinate trade execution and confirmations, produce market commentary, and assist internal teams on operations and ad hoc projects.

The Financial Relationship Consultant establishes and deepens customer relationships, performs banking transactions, identifies needs, and collaborates on solutions while ensuring compliance with regulations.

Manage supplier onboarding, compliance, and payment processing in Workday. Resolve issues, support audits, and improve supplier management efficiency.

Support growth of a hedge fund solutions platform by managing institutional investor relationships, leading fundraising and onboarding, preparing investor communications, coordinating with portfolio managers and internal teams, and representing the firm at conferences and roadshows. Drive capital raising, manage pipelines, and provide investor-driven feedback to product, legal, risk, and operations teams.