Top Fintech Jobs

Manages commercial banking relationships across core and upper-middle-market technology clients. Responsibilities include portfolio management, client acquisition, credit and non-credit product sales, financing and credit structuring, financial analysis, risk assessment, capital markets coordination, negotiation, and leadership of deal teams. Serves as a trusted advisor to executive clients while expanding revenue and managing complex banking relationships.

Manages a complex middle-market commercial banking credit portfolio, including underwriting, financial analysis and modeling, risk evaluation, renewals, modifications, documentation, compliance, and ongoing portfolio monitoring. Provides client and relationship-manager support, anticipates credit issues, develops solutions, maintains policy compliance, and shares market insights. Works independently with limited supervision and handles complex credit relationships.

Manages integrated testing for unsecured lending initiatives, including personal loans and credit cards. Coordinates cross-functional test planning, execution, defect resolution, test data, requirements traceability, risk tracking, readiness reviews, and release approvals across business, technology, risk, operations, compliance, vendors, and external partners. Produces readiness assessments and ensures controls, documentation, evidence, and approvals are complete before launch.

Supports investor relations for a fund of funds by building allocator and manager relationships, attending conferences, planning events, maintaining CRM pipelines, preparing investor materials, reviewing subscription and onboarding documents, coordinating meetings and diligence visits, and researching managers and markets. The role also provides broad operational and administrative support within a small, fast-growing team.

Manage private fund formation, legal documentation, regulatory compliance, and complex legal projects. Advise on fund structures, negotiate offering and investment agreements, support investor onboarding, conduct securities-law research, prepare regulatory filings, maintain fund and corporate entities, and improve legal processes through technology. Collaborate with operations, investment management, product, engineering, clients, outside counsel, and vendors while managing high-volume, time-sensitive work.

Reviews creditor documents and correspondence, researches and updates account information, contacts creditors by phone and email, processes authorization and power of attorney requests, dispositions accounts, and completes settlement preparation projects while meeting accuracy and productivity metrics.

Leads lifecycle marketing quality, messaging, creative strategy, program delivery, capacity planning, and team development. Oversees campaign workflows, contractor and agency relationships, AI-assisted marketing adoption, and cross-functional alignment. Acts as the Director’s operating partner while coaching teams on messaging, testing, and marketing craft. Requires strong lifecycle marketing expertise, consumer messaging judgment, program management, marketing-platform fluency, and experience leading teams.

Supports back-office trading operations by reconciling trades, positions, and profit and loss; maintaining trading data quality; investigating issues with trading desks and clearing firms; assisting with month-end reporting; improving operational processes; and completing firm initiatives and ad hoc projects.

Serve as a strategic advisor to physician and healthcare practice owners on accounting, tax, financial performance, profitability, compensation, cash flow, and operational strategy. Build executive client relationships, mentor internal teams, support growth and scalable advisory processes, and participate in business development and proposals.

Processes brokerage account applications and maintenance requests, verifies identity and documentation, supports KYC/AML due diligence, performs basic suitability reviews, and escalates discrepancies or suspicious activity. Provides customer support through chat, email, and phone while accurately documenting interactions in Salesforce. The role develops foundational knowledge of brokerage operations and regulatory requirements, with a progression path toward account approval responsibilities and Account Specialist II.

Lead or assist customer implementations, collect and analyze customer requirements to design features and prioritize roadmaps, run online product demos, and provide technical/business support via phone, email, and support tickets.

Own the B2B demand generation engine across webinars, events, paid media, HubSpot nurtures, ABM programs, and conversion optimization. Build pipeline plans, manage campaigns and agencies, measure attribution and ROI, improve lead scoring, and report on sourced and influenced pipeline. Partner closely with Sales, Product Marketing, RevOps, and leadership to drive MQL-to-SQL conversion and revenue growth across complex enterprise sales cycles.