Top Fintech Jobs in Portland, OR

Supports Institutional Consulting Directors and institutional clients through client service, portfolio reporting, financial planning, performance measurement, research, presentations, and business development. Provides backup account-service support, assists with digital and in-person marketing initiatives, prepares client and prospect materials, maintains knowledge of firm platforms and policies, and contributes to special projects. Requires financial services expertise, strong organizational and communication skills, and securities licenses.

Analyzes and approves or recommends credit decisions for SBA-guaranteed loans, including new, renewal, and extension requests. Evaluates borrower eligibility, repayment capacity, financial statements, cash flow, collateral, guarantor support, and industry trends. Reviews SBA 7(a) and 504 loan portfolios for credit quality, servicing, compliance, and guaranty eligibility issues. Prepares credit memorandums and approval packages, assesses risk, and collaborates with lending, underwriting, servicing, and portfolio management teams.

Develops new middle-market business insurance opportunities through networking, prospecting, presentations, and consultative selling. Builds relationships with business owners and executives, organizes sales plans, collaborates with analysts to create client solutions, drives revenue and new business, and partners with client relations teams to ensure consistent service. The role includes structured training, mentorship, professional development, commission eligibility, and profit sharing.

Provides employment law advice and counsel to HR, management, and business stakeholders. Researches federal, state, and local laws; monitors legal developments; advises on immigration, payroll, employee relations, discrimination, accommodations, leaves, and terminations. Develops policies, assesses legal and business risks, prepares defensible legal work product, and communicates practical guidance across the organization.

Provides client service support to multiple Financial Advisors, serving as a primary contact for client needs. Responsibilities include educating clients on banking and investment offerings, preparing accurate materials, fulfilling requests, maintaining policies and risk controls, deepening client relationships, identifying referrals, and supporting daily team operations. The role requires strong communication, organization, adaptability, client focus, and comfort learning financial products and technology platforms.

Manages client relationships for defined contribution retirement plans, providing consultative guidance on plan strategy, investments, service delivery, retention, contracts, and growth. Leads cross-functional teams, analyzes plan data and industry trends, supports RFPs and sales efforts, negotiates agreements, and aligns retirement solutions with client needs. Requires nationwide travel across the Northwest territory and expertise in retirement services, investments, and tax-exempt plans.

Architects, develops, and maintains enterprise software solutions integrating Salesforce with business applications. Leads Salesforce architecture, APIs, middleware, cloud platforms, DevOps, CI/CD, testing, data governance, security, and production troubleshooting. Translates business requirements into technical designs, participates in reviews, documents solutions, mentors engineers, and provides technical leadership across enterprise development initiatives.

Provides personalized financial planning, retirement income strategies, investment guidance, and asset management support to senior executives and C-suite clients. Manages executive relationships, integrates workplace benefits into financial plans, drives client engagement and business growth, presents executive services, generates referrals, and expands assets under management. Requires extensive investment sales and financial planning experience, financial industry licenses, executive client expertise, and travel up to 50%.

Lead infrastructure automation and operations engineering across bare-metal and virtualized environments. Scale Chef configuration management, Jenkins CI/CD pipelines, provisioning, testing, and deployment workflows. Establish engineering governance through pull-request reviews, coding standards, security practices, and testing frameworks. Guide lifecycle management for hardware, operating systems, hypervisors, and multi-cloud infrastructure while troubleshooting complex production issues. Mentor engineers, improve reliability, support security patching, and participate in on-call operations.

Manages HR compliance, audits, employment reporting, policy development, learning and development programs, succession planning, and leadership development. Partners with Legal and business stakeholders on employment law compliance, communications, and employee programs. Leads special HR projects, tracks initiatives, supports reporting, and mentors an HR communications representative. Requires strong HR knowledge, project management, communication, organizational, and analytical skills in a fast-paced international environment.