Top Fintech Jobs

Prospect and qualify sales opportunities through outbound calls and emails, present Formations’ financial management solutions, manage the CRM pipeline, close contracts, meet sales targets, build customer relationships, and provide feedback to improve go-to-market plans and sales playbooks.

Assists members and prospective members with opening accounts, processing transactions, underwriting consumer loans, originating and closing real estate loans, and resolving issues. Promotes and cross-sells credit union products and services, maintains accurate records, conducts audits, provides notary services, and supports business development. The role requires strong communication, judgment, compliance awareness, and the ability to maintain life insurance and NMLS registration.

Supports loan originators by managing leads, prequalifying clients, preparing loan documents, entering applications and disclosures, pricing and locking loans, researching investor guidelines, coordinating underwriting submissions, communicating approvals, and managing closing details. The role also involves client and referral follow-up, transaction status updates, correspondence, cancellations, and administrative or sales support.

Chief of Staff supporting co-CEOs across strategic projects involving product, engineering, operations, finance, partners, investors, and board activities. The role coordinates US and India teams, manages partner and investor communications, drives project execution, prepares meetings and materials, and applies independent judgment. It requires regular evening work with India, occasional travel to India, and a two-to-three-year commitment.

Supports portfolio financial planning, data collection, performance and returns analysis, risk assessment, reporting, and senior-level decision support across portfolio companies. Collaborates with investment, finance, legal, marketing, and other teams; prepares leadership presentations; improves analytical processes; and applies AI tools to automate reporting, research, and data synthesis.

Lead large-scale, cross-functional enterprise initiatives from planning through completion. Responsibilities include managing resources, schedules, budgets, scope, risks, vendors, communications, and performance metrics; applying Agile and PDLC methodologies; driving organizational change; influencing senior stakeholders; improving project execution; and mentoring others.

Own commercial relationships across a global partner portfolio, driving renewals, upselling, cross-selling, partner acquisition, enablement, joint selling, business reviews, pipeline management, and forecasting. The role collaborates with technical customer success, Product, Engineering, and channel leadership while representing partner needs internally. Success is measured by revenue growth, partner engagement, retention, adoption, and pipeline contribution.

Leads defined contribution retirement plan administration workflows, quality assurance, compliance testing, filings, distributions, and complex escalations. Reviews team work, oversees regulatory audits and QDRO processing, improves operational processes, maintains documentation, and identifies automation opportunities. Partners with clients, recordkeepers, relationship managers, and internal teams to ensure accurate, timely service and compliance with IRS and DOL requirements.

Leads Moove’s global communications and external affairs strategy, including corporate narrative, executive and media communications, internal communications, public and government affairs, IPO readiness, crisis management, and communications governance. The role advises the CEO, executives, and board; builds US media and policy relationships; supports autonomous-vehicle communications; develops crisis and spokesperson protocols; and guides cross-functional and international teams.

Leads Backbase’s North American partner ecosystem to accelerate license and cloud revenue growth. Builds strategic C-level relationships with advisors, system integrators, hyperscalers, and ISVs; develops joint business plans and go-to-market programs; manages partner-sourced opportunities; and leads a regional partner management team. Responsibilities include hiring, coaching, KPI development, territory planning, partner enablement, financial modeling, customer success, and cross-functional collaboration with sales, marketing, and customer success. Frequent travel is required.