Top Fintech Jobs in Portland, OR

Assist individuals in financial planning focusing on tax reduction, retirement, and estate planning, including business retirement plans.

Design, build, and optimize scalable backend services, APIs, and data pipelines. Integrate with third-party billing/commerce systems, maintain serverless/event-driven architectures on AWS, ensure security and performance, implement automated tests and CI/CD, mentor engineers, and drive architectural decisions.

Outbound-focused Sales Development Representative responsible for generating pipeline through multi-channel prospecting (phone, email, LinkedIn, short-form video), scheduling high-quality meetings, researching accounts, maintaining CRM data, collaborating with AEs/Marketing/Product, iterating messaging, and hitting monthly KPIs.

Own customer relationships from Sales handoff through verified handoff to Customer Success. Audit account setup, guide customers through data configuration, registrations, integrations, and platform walkthroughs, document interactions, resolve or escalate issues, manage concurrent onboardings, and coordinate with Sales, Product, Engineering, and Customer Success. Gather feedback and improve onboarding processes and adoption.

Provide executive support (inbox triage, calendar management, meeting prep, travel logistics) while coordinating CMS publishing, content workflows, design liaison, project trackers, and client communications. Maintain content calendars, perform light editing/proofreading, compile analytics snapshots, and ensure timely delivery across editorial and client campaigns.

Lead the Customer Success team by driving onboarding, engagement, and retention strategies, while managing high-value accounts and collaborating with product and sales.

Develop modern web applications focusing on UI components using React while ensuring performance, accessibility, and cross-browser compatibility.

The Back-end Engineer will develop and maintain services and APIs, design data models, and contribute to system stability, collaborating with other engineers and product managers.

Supports the legal team by processing and reviewing levies, garnishments, bankruptcy filings, subpoenas, probate claims, and court documents. Responsibilities include account research, document retrieval and redaction, legal correspondence, docket monitoring, deadline verification, and maintaining accurate case records. The role requires strong attention to detail, analytical ability, communication skills, and proficiency with Excel and multiple software systems.

The Influencer Manager will oversee influencer marketing campaigns, manage client and creator relationships, ensure campaign success, and identify growth opportunities.

Leads strategic finance, corporate FP&A, budgeting, forecasting, financial controls, performance reporting, and resource allocation. Develops financial models, business analytics, unit economics, and strategic insights for executive decision-making. Builds finance processes and teams, implements planning and accounting tools, supports board reporting, and evaluates growth initiatives. Partners cross-functionally in a fast-paced startup environment while improving finance workflows through AI and enterprise planning systems.

Leads strategy and execution for benefits administration and enterprise identity products. Defines roadmaps, writes epics and user stories, manages backlogs, aligns cross-functional stakeholders, validates customer needs, and drives adoption, ROI, margin, and market growth. Requires expertise in Agile delivery, user-centered design, customer advisory boards, SaaS/web/mobile products, and benefits administration or health and benefits.

Automate accounting close and reporting workflows using SQL, Python, dbt, and finance systems. Responsibilities include reconciling NetSuite and subledger data, building dashboards, troubleshooting reports and data loads, validating financial models against the general ledger, preparing audit requests, and administering finance tools. The role replaces spreadsheet-based processes with documented, repeatable automation while partnering with Accounting, Finance, and BI teams.

Drives adoption of AssetMark’s Private Wealth and other wealth solutions among independent financial advisors across an assigned Texas or Florida territory. Responsibilities include consultative selling, advisor relationship development, portfolio and wealth strategy support for HNW and UHNW clients, pipeline and territory management, presentations, industry event participation, and collaboration with internal investment and planning specialists. The role is fully remote but requires regular regional travel.