Top Fintech Jobs in Portland, OR

Drives revenue and asset growth for a wealth management region by supporting Financial Advisors through business planning, practice management coaching, product positioning, training, initiative rollout, and growth opportunity analysis. The role partners with product specialists and business leaders, leads advisor engagement programs, and executes strategic priorities to improve adoption and measurable business outcomes.

Leads approximately 10 help desk specialists supporting treasury management and digital banking clients. Oversees daily calls, chats, case management, staffing, service levels, productivity, quality, escalations, and client experience. Coaches employees, manages performance, analyzes operational metrics, improves processes, supports business transformation, and partners with internal teams to resolve complex issues and deliver responsive, accurate service.

Provides consumer and mortgage lending advice, develops business through external networking and referral partners, manages loan pipelines, analyzes borrower financial information, and ensures compliant execution of lending processes. The role requires independently sourcing clients, understanding conventional, jumbo, government, FHA, and HUD loan products, coordinating with fulfillment partners, and delivering strong client service while meeting sales goals.

Develop and execute West Coast intermediary distribution strategies across broker dealers, RIAs, TAMPs, managed account platforms, and wealth technology ecosystems. Build executive relationships, secure platform approvals, drive model portfolio and investment solution adoption, grow assets and revenue, and expand enterprise partnerships. Collaborate with investment, alternatives, OCIO, retirement, wealth solutions, research, field sales, and relationship management teams. Represent Wilshire at conferences, due diligence meetings, platform events, and executive client engagements.

Investigates long-term disability claims by auditing and triaging files, obtaining information, conducting claimant interviews, coordinating background checks and surveillance vendors, and evaluating claim credibility. The role manages multiple claims, documents findings, collaborates with case managers and clinical staff, identifies suspicious activity or misrepresentation, and may provide testimony or depositions in claim disputes.

Leads fiduciary risk, compliance, governance, audit, examination, vendor, and control oversight for the WM&AS division. Aggregates risk information, identifies trends and control gaps, manages enterprise issue tracking, prepares executive and committee reporting, coordinates remediation and examination readiness, and oversees compliance staff and analysts. Partners with corporate risk, legal, audit, operations, investments, and fiduciary teams while driving governance and control improvements.

Provides in-house legal support for C-PACE financing transactions of $10 million or more, including drafting agreements, conducting legal diligence, reviewing closing and conveyancing documents, coordinating recordation, tracking post-closing matters, and supporting capital markets and new business initiatives. Requires experience representing commercial real estate lenders, with preferred expertise in C-PACE structures, securitization, secondary markets, workouts, and forbearance agreements.

Own the strategy, roadmap, backlog, and delivery of enterprise SSO and MFA capabilities. Define authentication and access-control requirements, prioritize application onboarding, and partner with IAM engineering, cybersecurity, risk, audit, and business stakeholders. Ensure compliance with SOX, PCI, and FFIEC requirements while improving MFA coverage, SSO adoption, authentication success, auditability, and user experience. Apply expertise in federation, adaptive authentication, conditional access, passwordless authentication, and identity lifecycle integrations.

Support sourcing, due diligence, underwriting, structuring and closing of infrastructure and real assets investments (minority directs, co-investments, secondaries, primaries). Manage analyst work, build complex transaction models and distribution waterfalls, communicate with sponsors and clients, and complete industry or client special projects under senior team direction.

The Director of Product Design oversees user experience and interface design, leading a design team and ensuring design excellence across products while advocating for user-centered design principles.