Top Remote Fintech Jobs

Provide personalized tax planning advice to financial advisory members, review tax situations, recommend strategies, answer tax questions, research tax issues, create withholding recommendations, and educate internal teams. The role focuses on Roth conversions, charitable giving, rental properties, business planning, equity compensation, and individual tax law while coordinating with financial planners and planning leadership.

Own lender customer relationships from implementation through post-go-live, advising on mortgage workflow configuration, answering product questions, handling objections, supporting demos, and translating customer feedback to Product and Engineering. The role requires direct mortgage lender experience, customer-facing communication, deep mortgage lifecycle knowledge, hands-on loan origination system experience, and willingness to travel approximately monthly. The CSM will also help establish the company’s customer success playbook.

Reviews closed mortgage loan files for completeness, underwriting and mortgage insurance compliance, and insurability. Manages a loan pipeline, interprets DU and LP findings, identifies discrepancies, researches guidelines, and resolves post-closing exceptions with internal and external stakeholders. Supports quality control, process improvement, accurate issue tracking, and regulatory compliance while maintaining confidentiality and meeting productivity standards in a remote environment.

Conducts equipment research, residual and collateral valuation, market analysis, and portfolio monitoring for equipment finance transactions. Prepares valuation reports for credit review, manages off-lease equipment disposition, and maximizes portfolio value through remarketing, renewals, and early terminations. The role also coordinates with appraisers, remarketers, internal stakeholders, and management while ensuring compliance with credit policies, lease standards, and audit requirements.

Provide empathetic customer support through chat, email, and phone; process account requests, disputes, payments, and card shipments; educate users; identify systemic issues; collaborate with engineering and banking partners; write help content; improve support tools and processes; and help develop Mercury’s customer support and operations infrastructure.

The Senior People Business Partner advises leaders on organizational effectiveness, performance management, employee relations, workforce planning, talent decisions, and organizational change. The role conducts investigations, coaches leaders, develops performance improvement plans, manages sensitive employee matters, and partners with People Team functions across the United States and Canada. It requires strong business judgment, knowledge of Canadian employment practices, and the ability to balance strategic consultation with hands-on execution.

Build and deploy customized software solutions for credit union clients. Lead integrations, troubleshoot production environments, advise technical stakeholders, own complex rollouts, and improve deployment processes. Work across TypeScript, Node.js, React, and cloud platforms while incorporating AI tools into engineering workflows. The role involves close client collaboration, cross-functional feedback, and travel to client sites as needed.

Manages complex enterprise commercial insurance accounts, serving as the primary relationship lead and strategic advisor. Responsibilities include retention and growth, risk strategy, coverage gap analysis, claims consultation, benchmarking, captive and risk financing evaluation, executive presentations, renewal delivery, and cross-functional coordination. The role requires advanced property and casualty expertise, strong executive communication, project oversight, and the ability to develop integrated insurance solutions for large real estate clients.

Engineers and manages enterprise end-user computing environments, including Windows and Apple device platforms, SOE images, software packaging, Intune/SCCM deployments, mobile device management, Active Directory, Group Policy, and JAMF. The role performs testing, security and compliance management, troubleshooting, documentation, deployment monitoring, and continuous improvement of workplace technology services.

Build and scale a high-performing BDR team responsible for rapidly qualifying inbound and outbound leads. Recruit, onboard, coach, and manage BDRs; establish prospecting playbooks, workflows, scripts, and sequences; own lead-response and qualification KPIs; forecast pipeline performance; and partner with Sales, Marketing, and RevOps on lead routing and handoffs. Use CRM and sales engagement data to identify bottlenecks, improve conversion, and drive a competitive, metrics-focused team culture.