Top Fintech Jobs

Perform outbound prospecting (cold calls, email, LinkedIn) to generate qualified leads, research prospects, uncover pain points, set meetings for Account Executives, meet activity metrics and quota, and participate in SDR training and coaching.

Develop and maintain Business Operations engineering projects including a bitemporal PostgreSQL cost-attribution system. Build integrations with Jira, NetSuite, Device42, Bitbucket, and other sources. Integrate LLM/AI APIs and native AI features into workflows, automate reports and pipelines for Procurement/Finance/HR, and ensure secure data-handling. Lead development, document schemas, and support deployment and ongoing production maintenance.

Support sourcing, underwriting, diligence, selection, and monitoring of private market opportunities across real estate debt, private credit, co-investments, and third-party funds. Prepare Investment Committee materials, build financial models and decks, synthesize market research from third-party data providers, and streamline analyst workflows using AI-assisted tools and automation.

Support onboarding compliance by performing CDD/KYB: gather and verify documentation, run risk assessments, flag/escalate suspicious activity, maintain records, assist periodic reviews and reporting, update procedures, and use compliance platforms to ensure BSA/AML, OFAC, and FinCEN adherence.

Support closing coordinators to ensure on-time closings by printing, notarizing, scanning, and logging seller documents; following up with title companies; maintaining closing data; attending partner meetings; and assisting with projects to deliver excellent customer and agent experiences.

Conduct research and analysis on securities and investment managers, maintain investment models and reports, assist Investment and Trust Officers with trading, proposals, client packets, performance reporting, due diligence, and relationship management with brokers and third-party managers.

Lead valuation and governance of Operational Excellence initiatives: quantify benefits, track progress on executive scorecards, develop executive presentations, manage lifecycle governance, support planning and budgeting, and drive cross-functional adoption of value-realization frameworks.

Manage a small Workday reporting team while delivering hands-on reporting solutions. Consult with HR stakeholders, build scalable Workday reports (including Prism, Discovery Boards, Worksheets), ensure data quality and governance, support rollout of a people analytics platform, and drive self-service adoption and continuous improvement.

Handle frontline fraud decisioning and escalations, complete Zendesk tickets and written communications, communicate with customers by phone for account recovery, maintain KPIs, collaborate cross-functionally, and contribute to squad projects and new initiatives to protect the payments platform.

Lead and execute sales strategy to hit revenue targets, manage and coach a sales team, develop quotas and sales plans with leadership, monitor performance metrics, and maintain client relationships with empathy for customers facing financial challenges.