# FewerJobs export - 100 curated jobs
Generated: 2026-08-18T01:14:21.179Z
Source: https://fewerjobs.com

## Filters applied
- **q**: Broadridge Financial Solutions
- **quality_floor**: default
- **match_401k_strict**: true
- **parental_strict**: true
- **non_birth_strict**: true
- **pto_strict**: true
- **include_older**: false
- **apply_url_verified**: false
- **page**: 8
- **per_page**: 100
- **sort**: relevance

## Jobs
### Senior Financial Advisor - Algonquin Square, Sudbury, ON - Bank of Nova Scotia
- Location: Sudbury (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.scotiabank.com/job/Sudbury-Senior-Financial-Advisor-Algonquin-Square%2C-Sudbury%2C-ON-ON-P3E4Z6/603305217/
- Excerpt: Senior Financial Advisor - Algonquin Square, Sudbury, ON Sudbury Requisition ID: 264280 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer's comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships A strategic mindset to develop personalized financial strategies including day-to-day

### Financial Solutions Advisor Registration Candidate- Peninsula Market - Bank of America Corporation
- Location: 5 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-21
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Francisco/Financial-Solutions-Advisor-Registration-Candidate--Peninsula-Market_26017857
- Excerpt: Financial Solutions Advisor Registration Candidate- Peninsula Market 5 Locations posted: Posted 22 Days Ago

### Senior Financial Analyst - Stitch FIX INC
- Location: Remote, USA (remote)
- Salary: $78K-$130K
- Posted: 2026-06-04
- Parental leave: 16 weeks (not source-backed)
- Non-birth-parent leave: 16 weeks (not source-backed)
- 401(k) match: listed (not source-backed)
- Apply: https://www.stitchfix.com/careers/jobs?gh_jid=7826510&gh_jid=7826510
- Excerpt: Senior Financial Analyst Remote, USA About Stitch Fix, Inc. Stitch Fix (NASDAQ: SFIX) Stitch Fix is redefining retail by combining human creativity with advanced data science and Generative AI. As we build the future of personalized shopping, we're equally committed to building yours. We believe in investing in our team as much as our technology. Join us to be a trendsetter in the industry and help us redefine what's possible for our clients, while we help you reach your full potential. About the Team We act as financial advisors for the company's most critical product and marketing initiatives. Our team ensures every dollar spent on Marketing, Incentives, and Client Experience drives measurable growth. We work hand-in-hand with cross-functional leaders to forecast impact, optimize incentive structures, and provide the data-driven financial insights that steer our corporate strategy. About the Role As the Senior Financial Analyst for Product on the Product and Marketing Finance Team, you will play a critical role by partnering with our product management teams and providing financial modeling to forecast and analyze the outcomes of revenue and client growth initiatives across the organization. You will be a key partner for the annual budget, quarterly forecasts, opportunity sizing and regular reviews of financial & KPI results. You will need strong analytical, system, and collaboration skills in this role. You have the ability to understand the Company's financial and operational models, as well as its strategic goals, while also being very detail oriented. You're excited about this opportunity because you

### Financial Solutions Advisor Registration Candidate- Peninsula Market - Bank of America Corporation
- Location: San Mateo (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-26
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Mateo/Financial-Solutions-Advisor-Registration-Candidate--Peninsula-Market_26011273
- Excerpt: Financial Solutions Advisor Registration Candidate- Peninsula Market San Mateo posted: Posted 17 Days Ago

### Financial Consultant - Popular, Inc.
- Location: NY - 85 BROAD STREET | Posting Country United States (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.popular.com/job/New-York-Financial-Consultant-NY-10004/1370079000/
- Excerpt: Financial Consultant NY - 85 BROAD STREET | Posting Country United States Popular Insurance Sales - NY Metro We are currently searching for a Financial Consultant with strong investment sales experience to join our dynamic Popular Investment team! This is a commission based position only. In this position, you will: Evaluate customers relative to financial needs, current holdings and available investment capital by listening to and uncovering their needs and educating them about the bank and investment program products and services that are most appropriate for their situation. Help the client to identify their investment objectives. Pro-actively seek information from prospects and clients to understand possible changing situations, needs and desired benefits and evaluate product or service alternatives. Establish and maintain thorough prospect file, review and access on a scheduled basis. Monitor customer's portfolio and make recommendations consistent with changes in economic and financial condition as well as the customer's needs and objectives. To be considered, you will need: HS Diploma/GED and at least four years of related experience in financial services or retail organization is required; Bachelor's degree is preferred along with relevant years of experiences. FINRA Series 7 AND 63, and NY State Life and Health Insurance licensing required. Series 65 or 66 must be obtained within 180 days of start date Knowledge of financial products and services related to investment activities. Examples include: Securities, Annuities, Life Insurance, Fun

### Financial Solutions Advisor Registration Candidate - Airport Center - Bank of America Corporation
- Location: Las Vegas (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-21
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Las-Vegas/Financial-Solutions-Advisor-Registration-Candidate---Airport-Center_26016038
- Excerpt: Financial Solutions Advisor Registration Candidate - Airport Center Las Vegas posted: Posted 22 Days Ago

### Financial Solutions Advisor Registration Candidate - Northwest Florida Market - Bank of America Corporation
- Location: Jacksonville (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor-Registration-Candidate---Northwest-Florida-Market_26015413-2
- Excerpt: Financial Solutions Advisor Registration Candidate - Northwest Florida Market Jacksonville posted: Posted 30+ Days Ago

### Trade and Clients Support Specialist - Interactive Brokers
- Location: Hong Kong (unspecified)
- Salary: Not disclosed
- Posted: 2026-02-10
- Apply: https://job-boards.greenhouse.io/ibkr/jobs/8413219002
- Excerpt: Trade and Clients Support Specialist Hong Kong Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. Job Description & Responsibilities: A Trade and Clients Support Specialist acts as a liaison to Interactive Brokers' professional clients in the Asia-Pacific region, including broker-dealers, hedge funds, investment managers, and proprietary trading groups. We aim to build and maintain long-term client relationships through superior, high-touch service as we continue to expand our global product offering. - Respond to clients' inquiries via ticket, telephone, email, and live chat - Investigate account management and trade-related issues involving execution, order routing, trade busts, position liquidation, etc. - Meet with institutional clients to identify their needs and introduce appropriate services and workflow solutions - Understand wide-scale service issues

### Expressions of Interest - Associate - Mergers & Acquisitions, Investment Banking Division - Morgan Stanley
- Location: Sydney, NSW (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ms.wd5.myworkdayjobs.com/External/job/Sydney-NSW/Expressions-of-Interest---Associate---Mergers---Acquisitions--Investment-Banking-Division_JR000621-1
- Excerpt: Expressions of Interest - Associate - Mergers & Acquisitions, Investment Banking Division Sydney, NSW posted: Posted 30+ Days Ago

### Financial Solutions Advisor Registration Candidate - NE Georgia Market - Bank of America Corporation
- Location: Atlanta (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Atlanta/Financial-Solutions-Advisor-Registration-Candidate---NE-Georgia-Market_26011558
- Excerpt: Financial Solutions Advisor Registration Candidate - NE Georgia Market Atlanta posted: Posted 30+ Days Ago

### Coordinator, Plan Documents - Vestwell
- Location: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (unspecified)
- Salary: $50K-$55K
- Posted: 2026-06-01
- Apply: https://job-boards.greenhouse.io/vestwell/jobs/7740708003
- Excerpt: Coordinator, Plan Documents New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding a Coordinator to our Document Compliance Team (Retirement Services Division) who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated coordinator to assist our Operations team to manage plan document drafting, amendments, restatements, and plan setup. Prior experience supporting services for 401(k) and 403(b) plans is helpful, but not required. What Will You Be Doing? A key component of Vestwell's mission to empower retirement savings includes bundled plan services and oversight. As a Coordinator on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to assist with Plan Design review, drafting plan documents, and plan set up while consulting with teams on their operational considerations. Day-to-Day, You May Also Be Expected To: - Provide Documents Compliance Team support - prepare plan

### Senior Financial Systems Analyst - Plexus Corp
- Location: Neenah, WI (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://plexus.eightfold.ai/careers/job/1099552733460
- Excerpt: Senior Financial Systems Analyst Neenah, WI

### Financial Solutions Advisor Registration Candidate- NW Snohomish Market - Bank of America Corporation
- Location: 11 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-11
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Mount-Vernon/Financial-Solutions-Advisor-Registration-Candidate--NW-Snohomish-Market_26020437-1
- Excerpt: Financial Solutions Advisor Registration Candidate- NW Snohomish Market 11 Locations posted: Posted Yesterday

### Solution Sales Expert - Finance and Spend (Finance) - East - SAP
- Location: Country USA | Internal Posting Location Newtown Square (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- Parental leave: 6 weeks (not source-backed)
- Non-birth-parent leave: 6 weeks (not source-backed)
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.sap.com/job/Newtown-Square-Solution-Sales-Expert-Finance-and-Spend-%28Finance%29-East-PA-19073/1367013833/
- Excerpt: Solution Sales Expert - Finance and Spend (Finance) - East Country USA | Internal Posting Location Newtown Square We help the world run better At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging - but it matters. You'll find a place where you can be yourself, prioritize your wellbeing, and truly belong. What's in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. Solution Sales Expert - Finance and Spend (Finance) - East Role Overview The Solution Sales Executive (SSE) Expert is responsible for combining deep SAP expertise, business acumen, and end-to-end solution area domain knowledge to drive LoB cloud revenue, customer success, accelerate adoption of innovation (especially AI), and position the organization as a market leader. The SSE shapes transformative solutions and delivers measurable value to customers through thought leadership, innovation, and strategic execution-supporting both specific Lines of Business (LoB) and the overall “One SAP” strategy. This position will be responsible for selling SAP's Finance and Spend Software, specifically the Finance sub-solution. Qualifications for the position will require a minimum of 12 years of experience to include subject matter expertise with a proven track record of selling financial management solutions over the most recent 4 plus years. (FP&A, Accounting, Financial Close, Treasury

### Financial Solutions Advisor - Greater Baltimore, MD Market - Bank of America Corporation
- Location: 5 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Baltimore/Financial-Solutions-Advisor---Greater-Baltimore--MD-Market_26015099
- Excerpt: Financial Solutions Advisor - Greater Baltimore, MD Market 5 Locations posted: Posted 30+ Days Ago

### Senior Wealth Planning Consultant - Bank of Montreal
- Location: Edmonton, AB, CAN (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-11
- 401(k) match: listed (not source-backed)
- Apply: https://bmo.wd3.myworkdayjobs.com/External/job/Edmonton-AB-CAN/Senior-Wealth-Planning-Consultant_R260013327
- Excerpt: Senior Wealth Planning Consultant Edmonton, AB, CAN posted: Posted Yesterday

### Financial Solutions Advisor Registration Candidate - Greater Oakland Market - Bank of America Corporation
- Location: Oakland (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Oakland/Financial-Solutions-Advisor-Registration-Candidate---Greater-Oakland-Market_26011330
- Excerpt: Financial Solutions Advisor Registration Candidate - Greater Oakland Market Oakland posted: Posted 30+ Days Ago

### Senior Credit Risk Manager - Wise
- Location: London, , United Kingdom (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-10
- Apply: https://jobs.smartrecruiters.com/Wise/744000121393687-senior-credit-risk-manager
- Excerpt: Senior Credit Risk Manager London, , United Kingdom Company Description: Wise is a global technology company, building the best way to move and manage the world's money. Min fees. Max ease. Full speed. Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money. As part of our team, you will be helping us create an entirely new network for the world's money. For everyone, everywhere. More about our mission and what we offer . Job Description: As Wise continues to scale and evolve its infrastructure, we are looking for a Senior Credit Risk Manager to lead our credit risk framework into its next chapter. You won't just be "checking boxes". You will bridge the gap between traditional credit analysis and advanced quantitative modeling (ICARA/ILAAP) to ensure our global network of banks, NBFIs, and corporate partners remains resilient. Key Responsibilities Credit Evaluation & Advanced Analysis: Fundamental Analysis: Conduct deep-dive financial analysis of banks, NBFIs, and corporate clients, evaluating liquidity, capital adequacy, and asset quality. Limit Management: Design and assign credit limits for financial partners and Wise Platform clients, ensuring they align with our evolving risk appetite. Internal Rating Models: Lead the application and refinement of internal credit rating models to ensure risk-sensitive pricing and exposure management. Credit risk recommendation: document and support credit decisions and recommendations to the Credit Risk Committee and the Asset & Liabilities Committee (ALCO) Quantitative

### Financial Solutions Advisor Registration Candidate - Gage Park, IL - Bank of America Corporation
- Location: Chicago (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-27
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chicago/Financial-Solutions-Advisor-Registration-Candidate---Gage-Park--IL_26012472
- Excerpt: Financial Solutions Advisor Registration Candidate - Gage Park, IL Chicago posted: Posted 16 Days Ago

### Senior Finance Manager - Blackline INC
- Location: Pleasanton, California (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-01
- 401(k) match: listed (not source-backed)
- Apply: https://candidatecareersite-blackline.icims.com/jobs/7326/login
- Excerpt: Senior Finance Manager Pleasanton, California Get to Know Us: It's fun to work in a company where people truly believe in what they're doing! At BlackLine, we're committed to bringing passion and customer focus to the business of enterprise applications. Since being founded in 2001, BlackLine has become a leading provider of cloud software that automates and controls the entire financial close process. Our vision is to modernize the finance and accounting function to enable greater operational effectiveness and agility, and we are committed to delivering innovative solutions and services to empower accounting and finance leaders around the world to achieve Modern Finance. Being a best-in-class SaaS Company, we understand that bringing in new ideas and innovative technology is mission critical. At BlackLine we are always working with new, cutting edge technology that encourages our teams to learn something new and expand their creativity and technical skillset that will accelerate their careers. Work, Play and Grow at BlackLine! Make Your Mark: The G&A Finance Manager is the finance business partner for the G&A organization including budget management, forecasting, reporting, data-driven analysis, curating and monitoring performance metrics, and headcount planning. This role will work closely with executive level department heads (HR, IT, Legal, Finance, Accounting, and Facilities) to ensure financial goals are met and provide strategic financial insights to support decision-making. You will also develop scalable processes and systems to improve financial visibility, control, and planning effectiveness through collaboration with accounting and business teams. Open to candidates in Los Angeles and

### Business Management – Associate - AQR Capital Management
- Location: Greenwich, CT (unspecified)
- Salary: $120K-$140K
- Posted: 2026-03-30
- 401(k) match: listed (not source-backed)
- Apply: https://careers.aqr.com/jobs?gh_jid=7555420&gh_jid=7555420
- Excerpt: Business Management – Associate Greenwich, CT About AQR Capital Management AQR is a global investment management firm built at the intersection of financial theory and practical application. We strive to deliver superior, long-term results for our clients by looking past market noise to identify and isolate what matters most, and by developing ideas that stand up to rigorous testing. Our focus on practical insights and analysis has made us leaders in alternative and traditional strategies since 1998. At AQR, our employees share a common spirit of academic excellence, intellectual honesty and an unwavering commitment to seeking the truth. We're determined to know what makes financial markets tick - and we'll ask every question and challenge every assumption. We recognize and respect the power of collaboration, and believe transparency and openness to new ideas leads to innovation. The Team AQR is looking to hire a full-time Associate on our U.S. Wealth Team, within the Business Development group in a Business Management role. The Business Development group works with AQR's clients in North America, Europe, Australia and the Middle East to provide solutions to achieve their investment objectives. AQR clients include a cross-section of the world's largest institutional investors, such as public and corporate pension funds, sovereign wealth funds, and foundations and endowments. AQR also serves the private-wealth community and Registered Investment Advisors. - U.S. Wealth - The U.S. Wealth group was created to engage with taxable U.S. investors and their advisors. The group is responsible for education, awareness and managing new

### Lending Advisor - Vice President - Citigroup Inc.
- Location: LONDON, United Kingdom (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://citi.eightfold.ai/careers/job/859035689172
- Excerpt: Lending Advisor - Vice President LONDON, United Kingdom

### Financial Solutions Advisor Registration Candidate- Central LA Market - Bank of America Corporation
- Location: Hollywood (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-18
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Hollywood/Financial-Solutions-Advisor-Registration-Candidate--Central-Market_26015421
- Excerpt: Financial Solutions Advisor Registration Candidate- Central LA Market Hollywood posted: Posted 25 Days Ago

### Capital Solutions Manager (Data OS, Insight OS) - Setpoint.io
- Location: Austin or New York (Hybrid) (hybrid)
- Salary: $140K-$160K
- Posted: 2026-04-13
- Apply: https://job-boards.greenhouse.io/setpoint/jobs/5106278007
- Excerpt: Capital Solutions Manager (Data OS, Insight OS) Austin or New York (Hybrid) About the role Behind many of life's most important transactions - buying a house, applying for a mortgage, getting a small business loan, or refinancing a credit card - is a network of credit relationships. Setpoint provides critical operational infrastructure for relationships between the world's largest banks, credit funds and capital markets counterparties. We're building trust in this system of credit. We're looking for a Capital Solutions Manager to join our team and serve as the bridge between our clients and our engineering organization. You'll take ownership of live client portfolios across Data OS and Insight OS, our data management and analytics platforms. This isn't a back-office analytics role. You'll be client-facing from day one, owning deal relationships, translating complex structured finance requirements into engineering specs, and ensuring that every dashboard, data pipeline, and export meets institutional-grade standards. This is an opportunity to be an early owner of a fast-growing product lines (Data OS and Insight OS) at a fast-growing platform. You'll be a co-owner of creating tech solutions for lenders and borrowers in asset backed credit. We have a strong ethos of promoting from within, and you'll be given ample opportunities for career development and advancement. Who will love this job - You're a doer: You own outcomes and set the pace. - You're a clear communicator: You can work effectively across credit, product, and engineering teams. - You thrive in ambiguity: You can take a problem

### Senior Financial Advisor - Southgate Shopping Center, Ottawa, ON - Bank of Nova Scotia
- Location: Ottawa (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.scotiabank.com/job/Ottawa-Senior-Financial-Advisor-Southgate-Shopping-Center%2C-Ottawa%2C-ON-ON-K1V8R9/602660317/
- Excerpt: Senior Financial Advisor - Southgate Shopping Center, Ottawa, ON Ottawa Requisition ID: 261964 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer's comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships A strategic mindset to develop personalized financial strategies including day-to-day

### Financial Solutions Advisor Registration Candidate - Midway Center - Bank of America Corporation
- Location: El Monte (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-28
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/El-Monte/Financial-Solutions-Advisor-Registration-Candidate---Midway-Center_26018607-1
- Excerpt: Financial Solutions Advisor Registration Candidate - Midway Center El Monte posted: Posted 15 Days Ago

### Financial Advisor - Future Opportunities: Huntsville, Bracebridge, Gravenhurst - Bank of Nova Scotia
- Location: Bracebridge (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.scotiabank.com/job/Bracebridge-Financial-Advisor-Future-Opportunities-Huntsville%2C-Bracebridge%2C-Gravenhurst-ON/598366917/
- Excerpt: Financial Advisor - Future Opportunities: Huntsville, Bracebridge, Gravenhurst Bracebridge Requisition ID: 245748 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development - there are endless possibilities. At Scotiabank - you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you'll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer's journey by: Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for Educating our customers, providing relevant insights and expert advice Building our customer's comprehensive plans using a holistic approach to help them achieve their goals Nurturing strong, long-standing relationships Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… The appetite and drive to build strong customer relationships and deliver excellence customer service The proven ability to meet and exceed sales targets

### Merrill Financial Solutions Advisor - Central Florida Market - Bank of America Corporation
- Location: 8 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Orlando/Merrill-Financial-Solutions-Advisor---Central-Florida-Market_23008257-2
- Excerpt: Merrill Financial Solutions Advisor - Central Florida Market 8 Locations posted: Posted 30+ Days Ago

### Senior Counsel - Setpoint.io
- Location: Austin or New York (Hybrid) (hybrid)
- Salary: $270K-$300K
- Posted: 2025-12-29
- Apply: https://job-boards.greenhouse.io/setpoint/jobs/5012459007
- Excerpt: Senior Counsel Austin or New York (Hybrid) About the role At Setpoint Capital, we focus on asset-backed private credit investments where we can bring unique value through our technology, operations, and insights. We integrate financial expertise with operational excellence to create capital solutions that enhance efficiency for our partners and investors. Setpoint Capital is looking for a Senior Counsel to join our team! This is an opportunity to use your legal expertise to have a big impact on a growing credit platform. Reporting to our General Counsel , you will help to oversee credit transactions. Who will love this job - A deal enthusiast: You love working on transactions and enjoy taking ownership to manage all of the pieces to bring a transaction to close. - A negotiator and problem solver: You make decisions and provide practical guidance based on not only your legal background but also reasoning that aligns with the company's commercial interests. - A great communicator: You possess excellent written and verbal communication skills and attention to detail without significant oversight. - A multi-tasker with strong organizational skills: You can manage multiple priorities and set frameworks for how to execute them effectively within their deadlines. What you'll do - Work closely with the Managing Director and Investment Principals, draft and negotiate credit facility documentation, including term sheets, loan agreements, master repurchase agreements, amendments and other miscellaneous agreements. - Coordinate transactions across other Setpoint Capital functions, including regulatory, custody and compliance - Oversee closings and manage outside counsel.

### Finance & Strategy Manager - Robinhood Markets, Inc.
- Location: Chicago, IL; Menlo Park, CA; New York, NY (unspecified)
- Salary: $120K-$160K
- Posted: 2026-05-22
- 401(k) match: 0% (not source-backed)
- Apply: https://boards.greenhouse.io/robinhood/jobs/7927681?t=gh_src=&gh_jid=7927681
- Excerpt: Finance & Strategy Manager Chicago, IL; Menlo Park, CA; New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Brokerage Finance & Strategy team supports the largest P&L at Robinhood across core trading and net interest products, including equities, options, margin lending, securities lending, and uninvested cash products. The team partners closely with Product, Engineering, Operations, Accounting, and Procurement teams to guide financial planning, forecasting, and performance analysis across self-directed, managed, and institutional accounts. We work in a highly collaborative environment focused on delivering accurate insights, improving financial processes, and supporting strategic business decisions. You'll help shape financial planning processes that support the next stage of Robinhood's growth! As a Finance & Strategy Manager for Brokerage, you will connect business and operational decisions to

### Financial Solutions Advisor - Greater Dallas/Ft. Worth Market - Bank of America Corporation
- Location: 18 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-19
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Frisco/Financial-Solutions-Advisor---Greater-Dallas-Ft-Worth-Market_26017445-2
- Excerpt: Financial Solutions Advisor - Greater Dallas/Ft. Worth Market 18 Locations posted: Posted 24 Days Ago

### Financial Solutions Advisor - Registration Candidate - Houston Area - Bank of America Corporation
- Location: 7 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-13
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Houston/Financial-Solutions-Advisor---Registration-Candidate---Central-Houston-Area_26014378
- Excerpt: Financial Solutions Advisor - Registration Candidate - Houston Area 7 Locations posted: Posted 30 Days Ago

### Investments Supplier Relationship Manager - Genworth Financial INC
- Location: Stamford, Connecticut (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://gnw.wd1.myworkdayjobs.com/GNW/job/Stamford-Connecticut/Investments-Supplier-Relationship-Manager_REQ-260085
- Excerpt: Investments Supplier Relationship Manager Stamford, Connecticut Stamford, Connecticut

### Senior Solution Sales Executive Finance & Spend Management - SAP
- Location: Region Europe | Country Belgium | Internal Posting Location Brussels (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- Parental leave: 6 weeks (not source-backed)
- Non-birth-parent leave: 6 weeks (not source-backed)
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.sap.com/job/Machelen-Senior-Solution-Sales-Executive-Finance-&-Spend-Management-1831/1367952433/
- Excerpt: Senior Solution Sales Executive Finance & Spend Management Region Europe | Country Belgium | Internal Posting Location Brussels We help the world run better At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging - but it matters. You'll find a place where you can be yourself, prioritize your wellbeing, and truly belong. What's in it for you? Constant learning, skill growth, great benefits, and a team that wants you to grow and succeed. Senior Solution Sales Executive Finance & Spend Management What you'll do: The Solution Sales Executive (SSE) partners with the end-to-end account owner to drive solution specific sales motions, bring in domain expertise to solve customer business challenges, and grow the customer's SAP footprint through renewal and expansion to support long term customer success. The SSE F&S, will serve as a representative for the Finance & Spend management Line of Business (LoB). This encompasses all Spend Management solutions (including Ariba + Fieldglass), all Finance solutions and our Cloud ERP offering (public cloud). The primary focus of the SSE F&S will be on the Corporate Segment, targeting both new prospects and existing SAP accounts. Generate demand, manage pipeline, and close opportunities Develop opportunity plans containing compelling solution value propositions Conduct White Space analysis to identify growth opportunities Work with wider account team

### Credit Risk Strategy Manager - Stripe
- Location: Singapore (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-07
- Non-birth-parent leave: 16 weeks (not source-backed)
- 401(k) match: listed (not source-backed)
- Fertility benefits: yes (not source-backed)
- Childcare support: yes (not source-backed)
- Apply: https://stripe.com/jobs/search?gh_jid=7863824
- Excerpt: Credit Risk Strategy Manager Singapore Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies-from the world's largest enterprises to the most ambitious startups-use Stripe to accept payments, grow their revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet, and we have a staggering amount of work ahead. That means you have an unprecedented opportunity to put the global economy within everyone's reach while doing the most important work of your career. About the team What we do: The Credit Risk Strategy protects Stripe by managing the end-to-end credit risk of our largest and most complex users. How we do it: We leverage deep underwriting expertise and data-driven stress heuristics to make informed decisions at every stage of the user lifecycle-from onboarding to loss recovery. Our goal: Enabling Stripe's growth by making confident, calibrated decisions on our highest-exposure users. What you'll do As the Manager of the APAC Credit Risk Strategy Team, you will lead a group of high-performing and tenured underwriters and Credit Strategists responsible for Stripe's most significant financial exposures. You aren't just managing a queue. You are building the framework that allows Stripe to say "yes" to complex, multi-billion-dollar businesses while keeping our balance sheet secure. Responsibilities • Lead a Specialized Team: Coach and mentor a world-class team of commercial underwriters and Credit Strategists. You'll be responsible for their professional growth and for fostering a culture of rigorous, data-driven credit judgment. • Own the

### Financial Solutions Advisor Registration Candidate- East Bay Market - Bank of America Corporation
- Location: Fremont (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Fremont/Financial-Solutions-Advisor-Registration-Candidate--East-Bay-Market_26011268
- Excerpt: Financial Solutions Advisor Registration Candidate- East Bay Market Fremont posted: Posted 30+ Days Ago

### Financial Solutions Advisor Registration Candidate - Sarasota South Market - Bank of America Corporation
- Location: Sarasota (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Sarasota/Financial-Solutions-Advisor-Registration-Candidate---Sarasota-South-Market_26015403
- Excerpt: Financial Solutions Advisor Registration Candidate - Sarasota South Market Sarasota posted: Posted 30+ Days Ago

### Senior Financial Analyst (FTC) - Indeed Flex
- Location: London, England, United Kingdom (unspecified)
- Salary: GBP 60K-70K
- Posted: 2026-05-21
- Apply: https://job-boards.eu.greenhouse.io/indeedflex/jobs/4870992101
- Excerpt: Senior Financial Analyst (FTC) London, England, United Kingdom We are Indeed Flex. We Help People Get Jobs. Right now, we're hiring! We are a tech-first staffing platform that gives workers the freedom to choose their own shifts and businesses the power to hire with a click. We are removing the friction from the traditional agency model and replacing it with speed, transparency, and choice. We operate with the agility and energy of a high-growth scale-up, but we are backed by the stability and resources of Indeed - the world's #1 job site. This gives us a unique advantage: the freedom to innovate at speed, with the muscle to dominate the market. 💼 This is an in-office role, five days per week with the option to work from home on Thursdays. 🚂 We are based literally a 30-second stroll from Farringdon station. The Role (Fixed Term Contract for 15 months) The Senior Financial Analyst will join the FP&A Team under the Strategy department and play a pivotal role in driving growth, enhancing profitability, and supporting business transformation. As an individual contributor that operates highly independently with minimal supervision, you will develop and maintain revenue, margin and expenditure forecasts and budgets while also providing key management reporting on company performance and how this is aligned with the year's objectives. What you'll be doing - Support and challenge key Business Partners and Stakeholders in delivering business strategy through the provision of insightful financial analysis, data and trends. - Develop robust financial forecasting, business

### Merrill Financial Solutions Advisor - Chicago West Market - Bank of America Corporation
- Location: 7 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Oak-Brook/Merrill-Financial-Solutions-Advisor---Chicago-West-Market_25014667
- Excerpt: Merrill Financial Solutions Advisor - Chicago West Market 7 Locations posted: Posted 30+ Days Ago

### Expansion Account Executive, Mid-Market - MaintainX
- Location: San Francisco, Califorina (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-10
- Apply: https://job-boards.greenhouse.io/maintainx/jobs/5161417007
- Excerpt: Expansion Account Executive, Mid-Market San Francisco, Califorina MaintainX is the world's leading AI-powered maintenance and asset management platform, serving 13,000+ customers including Duracell, Shell, Cintas, and Brenntag. We raised $150M in Series D funding led by Bessemer Venture Partners and Bain Capital Ventures, bringing our total funding to $254M. We were named to the Forbes 2025 Cloud 100 , the definitive ranking of the top 100 private cloud companies in the world. We're growing fast and hiring the talent to match. We're currently looking for an experienced Expansion Account Executive, Mid-Market to join our dynamic sales team. You would play a crucial role in driving sales growth by effectively engaging and managing relationships with customers in the mid-market segment. You will bring your expertise in navigating larger deals and have a proven track record of success in expanding client accounts. This is a key role within the organization, as MaintainX has seen (and will continue to see) triple-digit, year-over-year growth; thus, creating a need for world-class client care and management. The ideal Expansion Account Executive, Mid-Market will be fanatical about customer success and growth. This is an exciting opportunity for someone wishing to be a part of both client retention and expansion. This is a difference-making, meaningful, high-responsibility role, and we expect the right candidate to be someone who thinks outside the box, thrives under pressure, and is laser-focused on the client. What you'll do: - Ownership - You will own a “book of business” from post-sale handoff through renewal

### Financial Solutions Advisor Registration Candidate- Tri Valley Market - Bank of America Corporation
- Location: Lancaster (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Lancaster/Financial-Solutions-Advisor-Registration-Candidate--Tri-Valley-Market_26015008
- Excerpt: Financial Solutions Advisor Registration Candidate- Tri Valley Market Lancaster posted: Posted 30+ Days Ago

### Mortgage Banker - Morgan Stanley
- Location: 2 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ms.wd5.myworkdayjobs.com/External/job/Dallas-Texas-United-States-of-America/Mortgage-Banker_JR034583
- Excerpt: Mortgage Banker 2 Locations posted: Posted 30+ Days Ago

### Credit Advisory Specialist - HSBC Holdings plc
- Location: Central, Hong Kong Island, Hong Kong (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://portal.careers.hsbc.com/careers/job/563774611303520
- Excerpt: Credit Advisory Specialist Central, Hong Kong Island, Hong Kong

### Business Solutions Advisor - Brokaw Plaza Financial Center - Bank of America Corporation
- Location: SAN JOSE (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-09
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/SAN-JOSE/Business-Solutions-Advisor---Brokaw-Plaza-Financial-Center_26019998
- Excerpt: Business Solutions Advisor - Brokaw Plaza Financial Center SAN JOSE posted: Posted 3 Days Ago

### Business Solutions Advisor - El Monte Financial Center - Bank of America Corporation
- Location: El Monte (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-02
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/El-Monte/Business-Solutions-Advisor---El-Monte-Financial-Center_26018865
- Excerpt: Business Solutions Advisor - El Monte Financial Center El Monte posted: Posted 10 Days Ago

### Head of Finance - Payments - Breeze.cash
- Location: United States (unspecified)
- Salary: Not disclosed
- Posted: 2026-04-03
- Apply: https://job-boards.greenhouse.io/breezecash/jobs/5176556008
- Excerpt: Head of Finance - Payments United States Are you passionate about solving complex challenges in the fintech space? We're looking for talented individuals to join our dynamic startup, backed by Sequoia Capital. We're building the universal payment layer to unify all currencies-fiat and crypto-so businesses and consumers can transact seamlessly. If you're passionate about creating innovative solutions in a dynamic, fast-paced environment, we want to talk to you. We are hiring a Head of Finance! As the Head of Finance at Breeze, you'll build and lead the financial operations that power our growth. This is a highly strategic and operational role focused on financial planning, payments infrastructure, unit economics, and scalable financial systems - not traditional accounting management. You'll partner closely with the CEO and leadership team to drive company-wide financial strategy, improve operational efficiency, and build the financial infrastructure needed to scale a high-growth fintech business. This role is ideal for someone who thrives in fast-paced startup environments, understands the complexity of payments and money movement, and enjoys turning financial data into strategic decision-making. We're looking for a finance leader who can operate as both a strategic partner and hands-on builder - someone comfortable diving into payment reconciliations, forecasting growth scenarios, improving financial visibility, and helping shape the operational foundation of the business. What You'll Do - Own Breeze's financial operations strategy, building scalable processes that support rapid growth and operational efficiency. - Lead FP&A across the business, including forecasting, budgeting, scenario modeling, cash flow planning, and headcount planning.

### Financial Solutions Advisor Registration Candidate - Port Orchard - Bank of America Corporation
- Location: Port Orchard (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Port-Orchard/Financial-Solutions-Advisor-Registration-Candidate---Port-Orchard_26013279-2
- Excerpt: Financial Solutions Advisor Registration Candidate - Port Orchard Port Orchard posted: Posted 30+ Days Ago

### Financial Analyst - Homeowners Insurance - Slide Insurance Holdings
- Location: Tampa (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-04
- Apply: https://job-boards.greenhouse.io/slideinsurance/jobs/5169159008
- Excerpt: Financial Analyst - Homeowners Insurance Tampa Slide Insurance - Fun. Innovation Driven. Fueled by Passion, Purpose and Technology. At Slide, you will not only be part of a successful team, but you will also be a part of our Slide Vibe/award winning culture where collaboration and innovation are expected, recognized and awarded! As a Financial Analyst , you'll help power Slide's growth by delivering insightful analysis, clear reporting, and data‑driven recommendations across our Property & Casualty insurance business. What You'll Do Financial Reporting & Analysis Prepare monthly, quarterly, and annual financial reporting packages Perform variance analysis versus budget, forecast, and prior periods Analyze financial performance, trends, and key operating metrics Forecasting & Business Support Develop and maintain financial models, forecasts, dashboards, and KPIs Support executive leadership and department leaders with actionable insights Assist with business cases, ROI analysis, and strategic initiatives Prepare ad hoc analyses for senior leadership and business partners Collaboration, Compliance & Optimization Partner with Accounting, Actuarial, and operational teams to validate data and performance drivers Support GAAP and statutory (STAT) reporting and related regulatory requirements Maintain documentation to ensure accuracy, transparency, and audit readiness Support investor relations and public company reporting, as needed Contribute to system enhancements, automation efforts, and process improvements What You Bring Bachelor's degree in Finance, Accounting, Economics, or a related field 2-4 years of experience in financial analysis, reporting, or accounting (P&C insurance) Experience analyzing financial statements and evaluating performance trends Working knowledge of GAAP and statutory (STAT) reporting Exposure to SEC filings

### Senior Analyst, Financial Planning & Analysis - Ross Stores
- Location: California-Alameda-Dublin-Corporate Office (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-10
- 401(k) match: listed (not source-backed)
- Apply: https://rossstores.taleo.net/careersection/rstrcs1.1/jobdetail.ftl?job=657090&lang=en
- Excerpt: Senior Analyst, Financial Planning & Analysis California-Alameda-Dublin-Corporate Office

### Financial Solutions Advisor - Western Long Island Market - Bank of America Corporation
- Location: 4 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Lawrence/Financial-Solutions-Advisor---Western-Long-Island-Market_26014883-2
- Excerpt: Financial Solutions Advisor - Western Long Island Market 4 Locations posted: Posted 30+ Days Ago

### Financial Solutions Advisor Registration Candidate - Greater DFW Market - Bank of America Corporation
- Location: Frisco (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Frisco/Financial-Solutions-Advisor-Registration-Candidate---Greater-DFW-Market_26016081-2
- Excerpt: Financial Solutions Advisor Registration Candidate - Greater DFW Market Frisco posted: Posted 30+ Days Ago

### Senior Financial Analyst - NextEra Energy
- Location: Country United States | State/Province Florida | City Juno Beach | Other Work Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Adoption assistance: yes (not source-backed)
- Apply: https://jobs.nexteraenergy.com/job/Juno-Beach-Senior-Financial-Analyst-FL-33408/1385329300/
- Excerpt: Senior Financial Analyst Country United States | State/Province Florida | City Juno Beach | Other Work Locations Requisition ID: 94246 NextEra Energy Resources is one of America's largest wholesale electricity generators, harnessing diverse energy sources to power progress. We deliver tailored energy solutions that fuel economic growth, strengthen communities, and help customers achieve their energy goals. Ready to make a lasting impact? Take the next step in your career with us! Position Specific Description Job Overview Employees in this role support senior management decision making via financial modeling and analysis, including but not limited to, revenue requirements and customer bill impacts, discounted cash flow analysis, and financial statement modeling. This position identifies and conducts complex analysis of financial impacts to issues and/or decisions facing the company and proposes strategies to maximize financial performance of company. Job Duties & Responsibilities Identifies, analyzes, and communicates to management the impact on the Company's financial structure, profitability, and competitive position utilizing relevant analytical methods and/or department forecasting models Provides financial analysis support for various projects, calculating revenue requirements, net present value, customer bill impact, etc. Provides expertise, support, and financial training for the company departments requiring these services Performs financial analyses as required by management or regulatory bodies Makes recommendations on financing decisions and executes long and/or short term fi

### Financial Solutions Advisor - Central South NJ Market - Bank of America Corporation
- Location: 3 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/East-Brunswick/Financial-Solutions-Advisor---Central-South-NJ-Market_26015958
- Excerpt: Financial Solutions Advisor - Central South NJ Market 3 Locations posted: Posted 30+ Days Ago

### Financial Solutions Advisor - PBG Treasure Coast Market - Bank of America Corporation
- Location: 7 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-29
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Vero-Beach/Financial-Solutions-Advisor----PBG-Treasure-Coast-Market_26007418
- Excerpt: Financial Solutions Advisor - PBG Treasure Coast Market 7 Locations posted: Posted 14 Days Ago

### Presales Treasury Solution Consultant - Fidelity National Information Services
- Location: GBR LNDN 25 Walbrook FL5&6 (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://fis.wd5.myworkdayjobs.com/SearchJobs/job/GBR-LNDN-25-Walbrook-FL56/Sales-Solution-Consultant-Senior_JR0302060
- Excerpt: Presales Treasury Solution Consultant GBR LNDN 25 Walbrook FL5&6 posted: Posted 30+ Days Ago

### Financial Solutions Advisor - Participant Services (Series 7 required) - Bank of America Corporation
- Location: Jacksonville (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor---Participant-Services--Series-7-required-_26013561
- Excerpt: Financial Solutions Advisor - Participant Services (Series 7 required) Jacksonville posted: Posted 30+ Days Ago

### Senior Associate, Retirement Plan Administration (Audit) - Vestwell
- Location: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (unspecified)
- Salary: $80K-$90K
- Posted: 2025-03-27
- Apply: https://job-boards.greenhouse.io/vestwell/jobs/6521010003
- Excerpt: Senior Associate, Retirement Plan Administration (Audit) New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for Vestwell's bundled clients. Part of the team focuses on administration for our large plans and the other part works on small plans. We are looking for someone to join our large plan/audit team. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of Vestwell's clients and driving product improvements. The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team. The ideal candidate is a motivated individual who is able to manage their

### National Financial Solutions Advisor I (Series 7 Required) - Bank of America Corporation
- Location: 2 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/East-Providence/National-Financial-Solutions-Advisor-I--Series-7-Required-_26015743-1
- Excerpt: National Financial Solutions Advisor I (Series 7 Required) 2 Locations posted: Posted 30+ Days Ago

### Maintenance - Peoples Bancorp Inc
- Location: Georgetown KY, Georgetown, KY, US; Louisville KY - Eastpoint Pkwy, Louisville, KY, US; Mt Olivet, Mt Olivet, KY, US; Maysville, Maysville, KY, US (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-21
- 401(k) match: listed (not source-backed)
- Apply: https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=e33e70a3-7463-4403-acf9-76c815fbc9af&ccId=26540757_178&type=MP&lang=en_US&jobId=9201265937261_1
- Excerpt: Maintenance Georgetown KY, Georgetown, KY, US; Louisville KY - Eastpoint Pkwy, Louisville, KY, US; Mt Olivet, Mt Olivet, KY, US; Maysville, Maysville, KY, US Maintenance

### Financial Solutions Advisor Registration Candidate- West Hills Market - Bank of America Corporation
- Location: Encino (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Encino/Financial-Solutions-Advisor-Registration-Candidate--West-Hills-Market_26015418
- Excerpt: Financial Solutions Advisor Registration Candidate- West Hills Market Encino posted: Posted 30+ Days Ago

### Lending Advisor - Director - Citigroup Inc.
- Location: LONDON, United Kingdom (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://citi.eightfold.ai/careers/job/859035689145
- Excerpt: Lending Advisor - Director LONDON, United Kingdom

### Finance Manager – Treasury & Payment Solutions - U.S. Bancorp
- Location: Cincinnati, OH, United States (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-27
- 401(k) match: listed (not source-backed)
- Apply: https://usbank.wd1.myworkdayjobs.com/US_Bank_Careers/job/Cincinnati-OH/Finance-Manager_2026-0007118/apply
- Excerpt: Finance Manager – Treasury & Payment Solutions Cincinnati, OH, United States This Finance Manager position will support strategic financial planning and analysis for the Treasury & Payment Solutions line of business. Responsible for the development and management of financial...

### Sr. Workday Application Architect - Financials, Worldwide Grocery Tech-Business Operations & Program Management - Amazon
- Location: Austin, Texas, USA (unspecified)
- Salary: $122K-$211K
- Posted: 2026-02-04
- Parental leave: 6 weeks (not source-backed)
- Non-birth-parent leave: 6 weeks (not source-backed)
- 401(k) match: listed (not source-backed)
- Fertility benefits: yes (not source-backed)
- Adoption assistance: yes (not source-backed)
- Mental health support: yes (not source-backed)
- Childcare support: yes (not source-backed)
- Apply: https://www.amazon.jobs/en/jobs/3173824/sr-workday-application-architect-financials-worldwide-grocery-tech-business-operations-program-management
- Excerpt: Sr. Workday Application Architect - Financials, Worldwide Grocery Tech-Business Operations & Program Management Austin, Texas, USA Worldwide Grocery Stores Tech is seeking a Sr. Workday Application Architect to join our Workday Technology team. The Sr. Workday Application Architect for Finance is a technical leadership role responsible for designing, architecting, and delivering solutions across the Workday Financial Management platform. This position serves as the technical lead for managing solution design and delivery for Finance applications, with primary focus on Workday Financial modules including Financial Accounting, Banking and Settlement, Business Asset Management, Capital Projects, Supplier Management, and related financial processes. Key job responsibilities - Serve as technical lead for Workday Finance solution design and delivery across Financial Accounting, Banking and Settlement, Supplier Management, Business Assets, and Capital Projects. - Participate in architecture reviews to ensure optimized financial systems and translate financial technology strategies into technical requirements. - Understand High-Level Designs from Enterprise Solution Architects and collaborate with Product Owners and Developers to create/approve Low-Level Designs. - Design and architect Workday financial integrations and configurations, including banking platforms, payment processors, and accounting systems. - Manage technical planning, development, and troubleshooting of financial integrations supporting General Ledger, AP, AR, Asset Management, and financial close processes. - Assist with effort estimation by assessing complexity, risk, and dependencies for financial projects. - Provide expertise in evaluating finance applications portfolio and recommend technical releases supporting financial business needs. - Analyze and recommend enhancements to streamline financial operations and month-end close activities. - Maintain knowledge of Financial Security

### Strategic Finance and Corporate Development Manager - Roofstock
- Location: Bay Area, CA; New York, United States (unspecified)
- Salary: $150K-$180K
- Posted: 2026-03-24
- Apply: https://job-boards.greenhouse.io/roofstock/jobs/8462745002
- Excerpt: Strategic Finance and Corporate Development Manager Bay Area, CA; New York, United States What we do and why we do it As the leading end-to-end investment platform for single-family rental homes (SFR), our mission is to reinvent the rental housing ecosystem for the benefit of all. We successfully merge our passion for helping investors build wealth through real estate with cutting edge technology that transforms the way they do it. How it's going (and growing) With a talented team of 750+ Roofsters, our collaborative, can-do culture is what fuels our growth. In 2022, we closed on our Series E, raising $240 million, and have offices in the Bay Area and New York City. Our growth includes recent acquisitions of Stessa (financial and asset management software), RentPrep (tenant screening and placement service for landlords), and Mynd (property management platform for both Retail and Institutional investors). In 2025, Roofstock took an ownership stake in Casago (short-term rental management services), expanding our platform to support both long-term and short-term rental investment services. About the Role We are seeking a highly motivated and analytical Strategic Finance and Corporate Development Manager to join our growing team. This individual will play a key role in shaping the company's strategic direction, evaluating growth opportunities, and supporting key corporate initiatives, including mergers and acquisitions. The ideal candidate has a strong foundation in strategy, finance, and cross-functional collaboration, and thrives in a fast-paced, results-oriented environment. This role reports directly to the Senior Director of Strategic Finance . Responsibilities -

### AI Solution Architect - Financial Advisory (Nationwide, Remote) - Huron Consulting Group Inc
- Location: 14 Locations (remote)
- Salary: Not disclosed
- Posted: 2026-05-28
- 401(k) match: listed (not source-backed)
- Apply: https://huron.wd1.myworkdayjobs.com/huroncareers/job/New-York---1166-Ave-of-Americas/Financial-Advisory-Senior-AI-Solution-Architect--Nationwide--Remote-_JR-0014880
- Excerpt: AI Solution Architect - Financial Advisory (Nationwide, Remote) 14 Locations posted: Posted 15 Days Ago

### IT Financial Solutions Director – Corporate Accounting, Treasury & Tax - Applied Materials
- Location: Santa Clara,CA (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://amat.wd1.myworkdayjobs.com/External/job/Santa-ClaraCA/IT-Financial-Solutions-Director---Corporate-Accounting--Treasury---Tax_R2613615
- Excerpt: IT Financial Solutions Director – Corporate Accounting, Treasury & Tax Santa Clara,CA posted: Posted 30+ Days Ago

### Associate, Vestwell Operations Center - Vestwell
- Location: King of Prussia, PA (unspecified)
- Salary: $60K-$70K
- Posted: 2026-05-15
- Apply: https://job-boards.greenhouse.io/vestwell/jobs/7735424003
- Excerpt: Associate, Vestwell Operations Center King of Prussia, PA Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding Associates to our Operations team who are passionate about our mission to change the state savings / retirement FinTech space. We are seeking individuals who are energetic and reliable professionals to join our team. Successful candidates are responsible for providing operational support to our savers and sponsors via processing inbound account documentation and inquiries, including emails and chat, utilizing company policies to assist our clients, solve issues, and escalate challenges to the managerial team when necessary. Our Operations Associates are instrumental in providing both timely and high-quality work to our savers and sponsors, so we are interested in hiring individuals with a commitment to overall customer satisfaction. The Associate must demonstrate a commitment to client service through timely, confidential responses, exceptional work ethic and a positive attitude. This position requires working closely with our saver and sponsors and fellow Associates to provide valuable insights and direction. What Will You Be Doing? Day-to-Day,

### Senior Finance Analyst - Legal & General
- Location: Cardiff, Wales, United Kingdom (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-10
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.smartrecruiters.com/LegalAndGeneral/744000130755984-senior-finance-analyst
- Excerpt: Senior Finance Analyst Cardiff, Wales, United Kingdom Company Description: Legal & General (L&G) is a leading UK financial services group and major global investor. We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world's largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets. Who we are We are one of Europe's largest asset managers and a major global investor across public and private markets. Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns. Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change. Job Description: We're recruiting for a Senior Finance Analyst to join us. We're offering a competitive base salary. We are seeking a Senior Finance Analyst to join a growing Private Markets reporting team within a wider Asset Management Financial Reporting function. This

### Consulting Solution Architect - Hybrid Infrastructure (Financial Services Vertical) - CDW Corporation
- Location: Remote – USA (hybrid)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://cdw.wd5.myworkdayjobs.com/Careers/job/Remote--USA/Consulting-Solution-Architect---Hybrid-Infrastructure--Financial-Services-Vertical-_R26_00001541-1
- Excerpt: Consulting Solution Architect - Hybrid Infrastructure (Financial Services Vertical) Remote – USA posted: Posted 30+ Days Ago

### Equities Middle Office Application Support - Vice President - Citigroup Inc.
- Location: LONDON, United Kingdom (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://citi.eightfold.ai/careers/job/859035679380
- Excerpt: Equities Middle Office Application Support - Vice President LONDON, United Kingdom

### Financial Crime Solutions - Data Scientist II - Mastercard Incorporated
- Location: London, England (Devonshire Square) (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-10
- 401(k) match: listed (not source-backed)
- Apply: https://mastercard.wd1.myworkdayjobs.com/CorporateCareers/job/London-England-Devonshire-Square/Financial-Crime-Solutions---Data-Scientist-II_R-280099
- Excerpt: Financial Crime Solutions - Data Scientist II London, England (Devonshire Square) posted: Posted 2 Days Ago

### Risk and Compliance Senior Associate - Robinhood Markets, Inc.
- Location: London, UK (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-03
- 401(k) match: listed (not source-backed)
- Fertility benefits: yes (not source-backed)
- Mental health support: yes (not source-backed)
- Apply: https://boards.greenhouse.io/robinhood/jobs/7979707?t=gh_src=&gh_jid=7979707
- Excerpt: Risk and Compliance Senior Associate London, UK Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics and customers at the center of everything we do. Expectations are high, and so are the rewards. The Risk & Compliance team supports Robinhood's mission by building practical, scalable compliance frameworks that enable responsible growth across our products and services. The team partners closely with Legal, Product, Operations, and business leaders to manage regulatory requirements and enable good outcomes for customers while supporting innovation in financial services. Team members are expected to apply sound judgment, communicate clearly, and contribute to a culture grounded in integrity, accountability, and continuous improvement. We're excited to continue growing our presence in the UK as we build products that expand access to financial markets for customers around the world! As a Risk & Compliance Senior Associate , you will help shape

### Consulting Solution Architect - Enterprise Networking (Financial Services Vertical) - CDW Corporation
- Location: Remote – USA (remote)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://cdw.wd5.myworkdayjobs.com/Careers/job/Remote--USA/Consulting-Solution-Architect---Enterprise-Networking--Financial-Services-Vertical-_R26_00001347
- Excerpt: Consulting Solution Architect - Enterprise Networking (Financial Services Vertical) Remote – USA posted: Posted 30+ Days Ago

### Senior Software Engineer, Streaming Platform - Robinhood Markets
- Location: Bellevue, WA (unspecified)
- Salary: $196K-$230K
- Posted: 2026-04-10
- 401(k) match: listed (not source-backed)
- Fertility benefits: yes (not source-backed)
- Mental health support: yes (not source-backed)
- Apply: https://boards.greenhouse.io/robinhood/jobs/7805145?t=gh_src=&gh_jid=7805145
- Excerpt: Senior Software Engineer, Streaming Platform Bellevue, WA Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Streaming Platform team's mission is to enable real-time, reliable, and scalable data streaming across Robinhood's products and infrastructure. We build and maintain foundational platforms that power communication between services and unlock streaming analytics across the company. Our systems are critical to Robinhood's ability to build innovative financial products and deliver seamless experiences to our customers! As a Senior Software Engineer , you'll design, develop, and operate distributed systems that support core data pipelines and real-time event processing. You'll collaborate with engineers across product, data, and ML teams to scale our platform, improve reliability, and enhance the developer experience across the company. Here's some of the exciting challenges the team has

### Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas - Bank of America Corporation
- Location: 18 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-08
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Capitola/Financial-Solutions-Advisor--Saratoga--Santa-Cruz--Monterey-Areas_26019827
- Excerpt: Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas 18 Locations posted: Posted 4 Days Ago

### Advisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania Avenue - Bank of America Corporation
- Location: Washington (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-29
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Washington/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Pennsylvania-Avenue_26009329
- Excerpt: Advisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania Avenue Washington posted: Posted 14 Days Ago

### Sr Solutions Engineer - Wise
- Location: Austin, , United States (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-10
- Apply: https://jobs.smartrecruiters.com/Wise/744000126111309-sr-solutions-engineer
- Excerpt: Sr Solutions Engineer Austin, , United States Company Description: Wise is a global technology company, building the best way to move and manage the world's money. Min fees. Max ease. Full speed. Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money. As part of our team, you will be helping us create an entirely new network for the world's money. For everyone, everywhere. More about our mission and what we offer . Job Description: We're looking for a Senior Solutions Engineer to join our growing team in Austin, Texas. The Wise Platform team works with financial institutions and major tech companies at a global level to offer Wise products and services directly to their customers through our API . Solutions Engineers make it happen by working with partners to build integrations to our class-leading international finance products, while improving Wise Platform by increasing the capabilities of our public API. The team's goals are to drive the growth of Wise through partnerships and integrations by creating a world class product set delivered through third parties. As part of this role, you will Provide technical consulting and product guidance to banks and other partners integrating Wise, primarily post-sale Ensure partners deliver the best integration within their constraints for an excellent customer experience Assist partners in the implementation phase, defining technical solutions and documenting requirements Support business development by aiding

### Financial Solutions Advisor Registration Candidate - Pioneer Valley Market - Bank of America Corporation
- Location: West Hartford (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/West-Hartford/Financial-Solutions-Advisor-Registration-Candidate---West-Hartford-Financial-Center_26010809-2
- Excerpt: Financial Solutions Advisor Registration Candidate - Pioneer Valley Market West Hartford posted: Posted 30+ Days Ago

### Consumer Direct Growth and Sales Enablement - SoFi
- Location: United States (unspecified)
- Salary: Not disclosed
- Posted: 2026-03-02
- Apply: https://sofi.com/careers/job/7647935003?gh_jid=7647935003
- Excerpt: Consumer Direct Growth and Sales Enablement United States Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Consumer Direct Growth & Sales Enablement to drive revenue acceleration within our Home Loans business. This is a senior individual contributor role responsible for building and optimizing scalable inbound and outbound growth strategies that increase funded loan volume without linear headcount expansion. This leader will operate at the intersection of Performance Marketing, Sales Leadership, Data, and Operations to: - Increase lead acquisition efficiency - Improve outbound sales productivity - Optimize conversion performance - Drive measurable funded volume growth - Enhance lifecycle monetization across SoFi's member base This role is not traditional marketing support. It is a revenue-focused growth operator accountable for measurable production impact in a high-velocity Consumer Direct model. What you'll do: Consumer Direct Growth Strategy & Funnel Ownership (25%) - Manage and continuously optimize the end-to-end consumer funnel from acquisition through funded

### Financial Solutions Advisor - Colorado South Market - Spanish Preferred - Bank of America Corporation
- Location: 3 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-03
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Aurora/Financial-Solutions-Advisor---Colorado-South-Market---Spanish-Preferred_26019240
- Excerpt: Financial Solutions Advisor - Colorado South Market - Spanish Preferred 3 Locations posted: Posted 9 Days Ago

### Wealth Planning Specialist - Toronto-Dominion Bank
- Location: Winnipeg, Manitoba (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://td.wd3.myworkdayjobs.com/TD_Bank_Careers/job/Winnipeg-Manitoba/Wealth-Planning-Specialist_R_1469213
- Excerpt: Wealth Planning Specialist Winnipeg, Manitoba posted: Posted 30+ Days Ago

### Universal Banker - Westridge - Truist Financial Corporation
- Location: Greensboro, NC (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-05
- Parental leave: 10 weeks (not source-backed)
- Non-birth-parent leave: 10 weeks (not source-backed)
- 401(k) match: listed (not source-backed)
- Apply: https://truist.wd1.myworkdayjobs.com/Careers/job/Greensboro-NC/Universal-Banker---Westridge_R0115419
- Excerpt: Universal Banker - Westridge Greensboro, NC posted: Posted 7 Days Ago

### Financial Solutions Advisor Registration Candidate- Metro VA Market - Bank of America Corporation
- Location: 3 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-01
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Alexandria/Financial-Solutions-Advisor-Registration-Candidate--Metro-VA-Market_26006719
- Excerpt: Financial Solutions Advisor Registration Candidate- Metro VA Market 3 Locations posted: Posted 11 Days Ago

### Personal Banking Specialist, Investment & Retirement Planning - Queen Mary, Montreal - Bank of Nova Scotia
- Location: Montreal (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.scotiabank.com/job/Montreal-Personal-Banking-Specialist%2C-Investment-&-Retirement-Planning-Queen-Mary%2C-Montreal-QC/601429917/
- Excerpt: Personal Banking Specialist, Investment & Retirement Planning - Queen Mary, Montreal Montreal Requisition ID: 257667 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and growing long-standing relationships with existing clie

### National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required) - Bank of America Corporation
- Location: Chandler (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-26
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Chandler/National-Financial-Solutions-Advisor-I--Chandler--AZ---Series-7-Required-_26018187
- Excerpt: National Financial Solutions Advisor I (Chandler, AZ) (Series 7 Required) Chandler posted: Posted 17 Days Ago

### Senior Manager, Third-Party Risk Management - Genworth Financial INC
- Location: Richmond, Virginia (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://gnw.wd1.myworkdayjobs.com/GNW/job/Richmond-Virginia/Senior-Manager--Third-Party-Risk-Management_REQ-260107
- Excerpt: Senior Manager, Third-Party Risk Management Richmond, Virginia

### Senior Financial Analyst (Purchasing) - Ross Stores
- Location: California-Alameda-Dublin-Corporate Office (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-10
- 401(k) match: listed (not source-backed)
- Apply: https://rossstores.taleo.net/careersection/rstrcs1.1/jobdetail.ftl?job=656830&lang=en
- Excerpt: Senior Financial Analyst (Purchasing) California-Alameda-Dublin-Corporate Office

### Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market - Bank of America Corporation
- Location: 3 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Westmont/Financial-Solutions-Advisor---Consumer-Investments---Northwest-Chicago-Market_25013756
- Excerpt: Financial Solutions Advisor - Consumer Investments - Northwest Chicago Market 3 Locations posted: Posted 30+ Days Ago

### Financial Solutions Advisor Registration Candidate - Amboy Road at Richmond - Bank of America Corporation
- Location: Staten Island (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-26
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Staten-Island/Financial-Solutions-Advisor-Registration-Candidate---Amboy-Road-at-Richmond_26018151-1
- Excerpt: Financial Solutions Advisor Registration Candidate - Amboy Road at Richmond Staten Island posted: Posted 17 Days Ago

### Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET - Bank of Nova Scotia
- Location: Newmarket (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://jobs.scotiabank.com/job/Newmarket-Financial-Advisor%2C-Investment-&-Retirement-Planning-DAVIS-&-LESLIE%2C-NEWMARKET-ON-L3Y8W8/601507817/
- Excerpt: Financial Advisor, Investment & Retirement Planning - DAVIS & LESLIE, NEWMARKET Newmarket Requisition ID: 257942 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible for contributing to the team's overall success by meeting or exceeding negotiated deposit and investment sales goals through effective management of your assigned portfolio of clients. Your primary role is to establish and deepen investment and primary banking relationships with existing assigned clients as well as clients referred by branch partners. Promote the development and sustainable growth of proprietary investment business in the assigned market area by: Conducting in-depth reviews for assigned clients including retirement planning, wealth accumulation and estate planning utilizing financial planning skills and tools to support our clients' financial goals. Exhibiting a natural curiosity to uncover and solve for client's needs, deliver trusted financial advice to clients regarding their investments and retirement planning. Demonstrating self-motivation and a goal-oriented mindset when identifying our clients' needs to craft personalized financial strategies and solutions. Fostering strong engagement, educating clients, offering insights, and delivering expert advice. Building relationships, focusing on providing a great client experience and g

### Financial Solutions Advisor Registration Candidate - Northwest Snohomish, WA Market - Bank of America Corporation
- Location: Marysville (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Marysville/Financial-Solutions-Advisor-Registration-Candidate---Northwest-Snohomish--WA-Market_26011385
- Excerpt: Financial Solutions Advisor Registration Candidate - Northwest Snohomish, WA Market Marysville posted: Posted 30+ Days Ago

### National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required) - Bank of America Corporation
- Location: Jacksonville (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-26
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/National-Financial-Solutions-Advisor-I--Jacksonville--FL---Series-7-Required-_26018190
- Excerpt: National Financial Solutions Advisor I (Jacksonville, FL) (Series 7 Required) Jacksonville posted: Posted 17 Days Ago

### Technical Oversight - Post Closing - Pylon
- Location: Remote (remote)
- Salary: Not disclosed
- Posted: 2026-06-10
- Apply: https://jobs.ashbyhq.com/pylon/ef122b86-1a8a-4bd4-b226-fc65b568ddd4
- Excerpt: Technical Oversight - Post Closing Remote About Pylon America's $13T mortgage market is one of the most important financial systems in the world. It underwrites the middle class and is the mechanism through which millions of families build wealth. But while every other financial instrument has been simplified to an API call, mortgages are still assembled by hand. We started from zero and created the first vertically integrated mortgage platform that turns origination into a single API. Publicly traded companies and the country's largest originators are already building on Pylon. Revenue is compounding monthly. We're backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. Working at Pylon isn't for those seeking comfort. The people who thrive here have high agency, strong opinions, and a track record of delivering outcomes without direction. Many of us are former founders. We move quickly, challenge each other directly, and take full ownership of results. It's hard work, but it will be worth it. Join us in building America's mortgage rails. ABOUT THE ROLE We are hiring a Technical Oversight - Post Closing to own loan delivery, purchase timelines, and post-closing issue resolution across our investor and whole-loan channels. This role is accountable for ensuring closed loans are delivered cleanly, purchased quickly, and resolved efficiently when issues arise. You will serve as the primary owner of investor delivery and rebuttals, as well as the main point of contact for sellers whose loans we purchase and the

### Financial Solutions Advisor - Eastern Shore/ Salisbury area Market - Bank of America Corporation
- Location: 4 Locations (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Annapolis/Financial-Solutions-Advisor---Eastern-Shore--Salisbury-area-Market_26011967
- Excerpt: Financial Solutions Advisor - Eastern Shore/ Salisbury area Market 4 Locations posted: Posted 30+ Days Ago

### Financial Solutions Advisor Registration Candidate- Chesapeake Market - Spanish Required - Bank of America Corporation
- Location: Hyattsville (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Hyattsville/Financial-Solutions-Advisor-Registration-Candidate--Chesapeake-Market---Spanish-Required_26012644
- Excerpt: Financial Solutions Advisor Registration Candidate- Chesapeake Market - Spanish Required Hyattsville posted: Posted 30+ Days Ago

### Senior Finance Manager - Zilch
- Location: Zilch UK, London, Victoria, United Kingdom (unspecified)
- Salary: Not disclosed
- Posted: 2026-04-01
- Mental health support: yes (not source-backed)
- Apply: https://jobs.ashbyhq.com/zilch/f8478141-cfa3-4d6b-8b87-4d7f3fd2ee5d
- Excerpt: Senior Finance Manager Zilch UK, London, Victoria, United Kingdom Who we are: Zilch is a payment tech company on a mission to create the most empowering way to pay for anything, anywhere. Combining the best of debit, credit and savings, we give our customers the option to earn instant cashback or spread the cost of pricier purchases, completely interest free and with no late fees. Pretty great, right? We started in 2018 with a small team and a big dream - to make credit accessible to all. Since then, we've achieved double unicorn status and taken on more than 5 million customers. There are some exciting projects coming up and we've got big growth plans. Want to join us? About the Role. We are looking for a technically strong Senior Finance Manager to join our Finance team. This is a key role for someone with deep IFRS expertise who can operate confidently across technical accounting, statutory reporting, audit and regulatory reporting in a fast-paced fintech environment. This role is not just about reporting delivery. We need someone who can apply sound accounting judgement, prepare high-quality technical accounting memos, and clearly bridge commercial context, business activity and accounting conclusions. The successful candidate will be a key technical lead within a lean team, helping to strengthen the quality, accuracy and control of our external reporting. The role will play an important part in the preparation of statutory financial statements, supporting the audit process, owning key technical accounting workstreams, and partnering across Finance,

### Financial Solutions Advisor Registration Candidate - PBG Treasure Coast Market - Bank of America Corporation
- Location: Jupiter (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jupiter/Financial-Solutions-Advisor-Registration-Candidate---PBG-Treasure-Coast-Market_26015406
- Excerpt: Financial Solutions Advisor Registration Candidate - PBG Treasure Coast Market Jupiter posted: Posted 30+ Days Ago

### Part Time Universal Banker- 20 Hours- Hikes Point - Truist Financial Corporation
- Location: Louisville, KY (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-04
- Parental leave: 10 weeks (not source-backed)
- Non-birth-parent leave: 10 weeks (not source-backed)
- 401(k) match: listed (not source-backed)
- Apply: https://truist.wd1.myworkdayjobs.com/Careers/job/Louisville-KY/Part-Time-Universal-Banker--20-Hours--Hikes-Point_R0111917
- Excerpt: Part Time Universal Banker- 20 Hours- Hikes Point Louisville, KY posted: Posted 8 Days Ago

### Financial Solutions Advisor Registration Candidate - Ft. Worth Market - Bank of America Corporation
- Location: Fort Worth (unspecified)
- Salary: Not disclosed
- Posted: 2026-05-12
- 401(k) match: listed (not source-backed)
- Apply: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Fort-Worth/Financial-Solutions-Advisor-Registration-Candidate---Ft-Worth-Market_26015412-2
- Excerpt: Financial Solutions Advisor Registration Candidate - Ft. Worth Market Fort Worth posted: Posted 30+ Days Ago

### Fixed Income New Issue Associate - HSBC Holdings plc
- Location: London, United Kingdom (unspecified)
- Salary: Not disclosed
- Posted: 2026-06-12
- 401(k) match: listed (not source-backed)
- Apply: https://portal.careers.hsbc.com/careers/job/563774610830175
- Excerpt: Fixed Income New Issue Associate London, United Kingdom

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Source-backed benefit claims include source links; other benefit values are labeled separately.