Top Fintech Jobs

Supports the Salesforce CRM roadmap for client servicing and experience teams. Gathers requirements, manages backlogs, writes user stories, coordinates Agile delivery, testing, releases, integrations, data quality, production support, and user adoption. Partners with business and technology teams to improve client workflows, operational efficiency, data quality, and Salesforce usability across institutional and wealth channels.

Supports regulatory examinations, internal audits, compliance reviews, and internal control testing for a multi-family office. Responsibilities include analyzing trust accounting and business-system data, reviewing account workflows, monitoring OFAC and FinCEN reports, coordinating governance materials, identifying control gaps, supporting training, completing regulatory filings, and assisting with client relationship reviews. The role also contributes to process improvements and strategic initiatives while collaborating across departments.

Leads governance frameworks, policies, reporting, dashboards, data analytics, and strategic program execution for the financial crimes unit. Coordinates cross-functional initiatives, monitors performance and data integrity, supports audits and regulatory reviews, presents executive insights, and recommends process, control, and technology improvements. Serves as a subject matter expert supporting quality control, training, governance committees, and organizational effectiveness.

Provides credit risk and portfolio management reporting to senior bank leadership. Develops recurring portfolio reports, maintains commercial reporting systems, monitors regional and corporate performance metrics, supports model risk management, collects economic data, and prepares quarterly economic reports. The role also assists with credit policy processes, provides information to risk management and finance teams, and supports special projects.

Manages client request fulfillment across banking centers, call center, and online channels. Develops operating policies, coordinates retail and call center operations, enforces internal controls, supports regulatory compliance, and promotes sales and service goals. The role may require working on bank premises, traveling to various locations, occasional overtime, and lifting up to 30 pounds.

Leads country-level business operations and strategy for the securities business. Advises on priorities, controls, people, performance, budgets, and client coverage; establishes executive KPIs and operating cadences; drives cross-functional initiatives; manages senior stakeholder alignment and urgent priorities; prepares governance materials and performance insights; coordinates Americas budgets and strategic execution with regional leadership and finance.

Researches and investigates consumer disputes, fraud, chargebacks, and complaints involving collection accounts. Reviews documentation, routes cases, determines resolutions, prepares consumer correspondence, manages caseloads, and collaborates with internal teams while meeting regulatory requirements under FDCPA and FCRA. The role requires accurate case handling, strong written communication, analytical skills, data entry, and proficiency with Microsoft Office, AI tools, CRM, and case management systems.

Manages a sponsor finance loan portfolio through financial statement analysis, covenant monitoring, credit risk assessment, underwriting, loan modifications, renewals, advances, and portfolio reviews. Builds client relationships, coordinates with legal and internal teams, prepares diligence materials, monitors borrower performance, supports risk mitigation, maintains portfolio reporting, and contributes to process improvements. The role also mentors analysts and ensures compliance with banking regulations including BSA, AML, CIP, and OFAC.

Supports customer data migrations by analyzing source databases, interpreting structures, identifying and correcting data issues, and writing queries to reformat or transfer data. Works directly with customers and cross-functional teams to manage shifting deadlines, communicate project status, and ensure accurate, timely ServiceTitan data transfers.

Leads four data-engineering teams supporting Wealth business capabilities. Provides hands-on technical leadership across architecture, solution design, coding, data pipelines, quality, observability, and production incidents. Establishes engineering standards across teams, partners with business and technology stakeholders, coordinates cross-domain initiatives, and develops technical talent through coaching and mentoring. The role emphasizes Databricks, modern data-engineering practices, reliable pipelines, automation, and AI-assisted development.