Top Fintech Jobs in Portland, OR

Own complex advisor book transitions from planning through account transfers and handoff, including repapering, ACATs, NIGO resolution, QA, and custodian coordination. Allocate onboarding work, monitor portfolio health, resolve escalations, coach transition specialists, and support the onboarding manager. Maintain playbooks, improve processes, build AI-enabled automations, report risks, and lead pre-go-live planning with advisors, sales, and product teams.

Leads global outbound development programs, including new-hire onboarding, certification, career boot camps, training reinforcement, coaching priorities, scorecards, culture initiatives, and leadership development. Coordinates external training partners, manages the training budget, evaluates investment needs, and organizes training logistics across North America, EMEA, and APAC. Partners with regional leaders and performance managers to improve productivity, retention, and career growth.

Manages national distributor and account relationships to expand life insurance sales. Responsibilities include analyzing market share, pipeline, and customer trends; coordinating internal teams; developing growth strategies; supporting promotional events; delivering product education and presentations; automating communications; onboarding distributors; and identifying opportunities to improve account performance.

Owns analytical projects across customer onboarding, transaction behavior, and platform operations. Designs dashboards, KPI frameworks, reporting workflows, and data pipelines while delivering actionable insights. Partners with Engineering, Product, Payment Operations, Compliance, and Finance; mentors colleagues; manages project scope and priorities; resolves ambiguity; and drives cross-functional alignment. Requires advanced SQL and data modeling skills, BI tool experience, analytical scripting familiarity, FinTech domain knowledge, and 4+ years of analytics experience.

Leads and develops a team of four Account Executives selling technology and fund administration solutions to venture capital firms. Owns quota attainment, pipeline creation, territory strategy, forecasting, deal coaching, hiring, and GTM development. Builds VC ecosystem relationships, supports strategic deals, drives industry presence, and partners cross-functionally with Marketing, Partnerships, and Sales Operations to expand Juniper Square’s market share.

Lead Sealed’s product and engineering team as a hands-on product leader. Own product strategy, roadmap, engineering execution, experimentation, data-driven decisions, and AI adoption. Manage and grow engineers and product builders, oversee an Engineering Manager, partner with revenue teams, and shape the boundary between product and services. The role reports to the CEO and supports Sealed’s home electrification and energy-incentive platform.

Own the Consumer Payments organization’s planning and execution operating system. Lead quarterly OKRs, weekly executive cadences, cross-squad dependency and risk tracking, experimentation governance, and ClickUp adoption. Coordinate programs across product, engineering, design, and compliance while driving change management and AI-powered workflow automations. Partner with senior leadership to improve planning architecture, operational predictability, and organizational speed.

Leads partnership and business development efforts to generate top-of-funnel traffic and revenue across consumer finance marketplaces. Responsibilities include identifying, pitching, structuring, negotiating, and closing strategic marketing partnerships; creating pitch decks and financial models; managing partner pipelines; evaluating opportunities; and coordinating with leadership, product, engineering, marketing, legal, and compliance teams to launch and grow partnerships.

Own the full B2B SaaS sales cycle, including outbound pipeline generation, discovery, demos, partner co-selling, forecasting, and closing employer accounts. Sell established and newly launched products to HR, Benefits, Total Rewards, Finance, and executive buyers. Collaborate with product and customer success on positioning, implementation, and handoff while providing field feedback to improve messaging, pricing, packaging, and the product roadmap.

Independently manage complex, high-value, multi-state Workers’ Compensation and occasional General Liability audits. Investigate disputes, interpret state-specific regulations and policy terms, reconcile audits for accuracy and compliance, and apply NCCI and WCIRB standards. The role also supports teammates, explains technical findings to customers and partners, and improves audit quality, efficiency, and processes.