Top Fintech Jobs in Portland, OR

Supports commercial banking clients with account servicing, maintenance, treasury management products, ACH, wires, Positive Pay, and related banking services. Researches and resolves client inquiries, partners with Relationship Managers and internal teams, manages competing priorities, supports process improvements, and maintains regulatory and compliance standards while delivering strong customer service.

Provides advanced service support to commercial banking clients, resolves complex treasury management issues, coordinates workflows, mentors and coaches team members, supports onboarding and training, handles escalations, and promotes operational consistency. Acts as a subject matter expert and backup to the Team Lead while contributing to continuous improvement and knowledge-sharing initiatives.

Develop customized financial plans, educate clients on investment solutions, conduct one-on-one appointments, recommend products aligned with client goals, and grow relationships with existing clients and warm leads. Refer clients to wealth management partners when appropriate and use Fidelity planning tools to support follow-up and financial guidance.

Provides comprehensive wealth planning and investment guidance to high-net-worth clients, including retirement, tax, protection, investment, wealth transfer, and multigenerational planning. Builds trusted long-term relationships, increases client engagement and referrals, and collaborates with colleagues to deliver tailored financial strategies. Requires financial services and planning experience, investment knowledge, strong relationship-building skills, and FINRA licensing.

Calculate and verify portfolio returns and characteristics using custodial and investment manager data. Produce investment measurement reports, reconcile performance information, validate dividends and capital changes, respond to client requests, and generate custom reports using proprietary systems. The role requires strong Excel skills, attention to detail, organization, communication, and an interest in institutional investments.

Finance intern supporting accounting and finance operations, including account reconciliations, journal entries, daily processing, research, data collection, reporting, analysis, documentation, and special projects. The role collaborates with finance teams, assists with internal management reports, attends meetings, and provides administrative support while developing experience in a corporate financial services environment.

Coordinates commercial loan closing activities from approval through funding, serving as a liaison among lenders, closing teams, clients, escrow companies, and risk management. Responsibilities include gathering documentation, ordering third-party reports, reviewing closing documents, maintaining legal files, supporting disbursements and construction draws, monitoring loan servicing items, assisting with audits, and following up on post-closing requirements. The role also supports customer service, process improvement, and portfolio management.

Manages small-group employee benefits clients, producers, renewals, onboarding, service delivery, contract questions, broker training, and case transfers. Builds relationships, supports retention and profitable growth, identifies expansion opportunities, coordinates administrative activities, and assists peers. Requires customer-facing insurance or account management experience, strong knowledge of insurance contracts and regulations, clear communication skills, and a resident-state life and disability insurance license within six months of hire.

Provides technical product support for defect metrology and analysis system sales, including customer demonstrations, application development, training, installation and acceptance testing. Supports recipe automation audits, sales-show equipment setup, documentation, traveling inventory, and Field Service Engineers. The role requires independent problem-solving, customer communication, equipment electronics knowledge, and the ability to deliver complex technical training. Travel may include domestic and international customer sites, with up to 30% travel.

Leads a liability claims team by supervising investigations, file assignments, reserves, settlements, compliance, workload distribution, and timely claim closures. Establishes performance standards, conducts reviews, develops employees, administers personnel policies, and supports client claim reviews. Advises senior claims leadership, manages workflows in the Risk Tech Claim System, and trains staff on claims processes and systems.

Owns end-to-end deal approval, pricing governance, and contract lifecycle management for Broker, Carrier, and Shipper segments. The role establishes deal desk SLAs and Delegation of Authority frameworks, integrates contracting across Salesforce and NetSuite, redesigns self-signup and enterprise workflows, and partners with Sales, Finance, Legal, and Product. It also provides pricing analytics, investigates deal performance issues, maintains approval records, and develops scalable operating procedures.

Lead the Agency Revolution product, building RelationshipOS intelligence to detect churn and cross-sell opportunities. Drive rapid discovery, prototypes, vendor POCs, and AR Connect integrations. Run Voice AI pilots, own roadmap/prioritization, instrument outcomes, and recommend build-vs-buy and modernization decisions. Coach two Product Owners and a Product Analyst, shield the team from thrash, and deliver measurable adoption and revenue impact within the first year.