I'm looking for a job. I exported this list from FewerJobs.com - a curated job board. Please: 1. Rank these jobs by fit for me, given my resume / skills. 2. Highlight the top 5 with a one-sentence rationale each. 3. Flag any concerns, including benefit values without source-backed evidence. 4. Suggest one or two filter changes I could make on FewerJobs to find more good matches. Filters I 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: 3 - per_page: 100 - sort: relevance Jobs (100 total): --- TITLE: Cloud DevOps Engineer (AWS) EMPLOYER: Broadridge Financial Solutions LOCATION: London - 12 Arthur Street (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/London---12-Arthur-Street/Cloud-DevOps-Engineer--AWS-_JR1076613 EXCERPT: Cloud DevOps Engineer (AWS) London - 12 Arthur Street posted: Posted 30+ Days Ago --- TITLE: Sales Enablement Specialist - The Baldwin Group Financial Services EMPLOYER: Baldwin Insurance Group INC Class LOCATION: 2 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-06-06 APPLY_URL: https://baldwin.wd1.myworkdayjobs.com/Baldwin/job/Bethesda-Maryland-US/Sales-Enablement-Specialist---The-Baldwin-Group-Financial-Services_JR109366 EXCERPT: Sales Enablement Specialist - The Baldwin Group Financial Services 2 Locations The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. The Sales Enablement Specialist will work directly with 4-5 partner-level financial advisors to generate new sales opportunities, support a longer-cycle retirement plan and wealth management sales process, nurture existing client relationships, and create client-facing presentations and materials. This role is highly task- and project-oriented, with a strong focus on pipeline management, scheduling, data integrity, and coordination rather than direct outbound sales calls. The ideal candidate is flexible to changing business needs within an entrepreneurial environment and comfortable managing multiple, and sometimes conflicting, priorities across advisors and books of business. PRIMARY RESPONSIBILITIES: Support 4-5 partner financial advisors with day-to-day sales enablement, client service coordination, and follow-up activities across retirement plan and wealth management relationships. Act as a central point of coordination for tasks, deadlines, and documentation among advisors, internal teams, and external partners. Maintain and manage detailed pipelines of retirement plan and financial services opportunities, documenting meaningful activity and tracking results throughout the longer sales cycle. Regularly update opportunity stages, next steps, and probability/forecast fields so advisors have a clear, real-time view of their books of business. Identify new leads that fit the target retirement plan and financial services prospect profile, leveraging internal data, external databases, Form 5500 --- TITLE: Mid-Market, Solutions Consultant EMPLOYER: Navan INC LOCATION: London, UK (unspecified) SALARY: Not disclosed POSTED: 2026-05-05 APPLY_URL: https://navan.com/careers/openings?gh_jid=7874417 EXCERPT: Mid-Market, Solutions Consultant London, UK Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while giving finance leaders one easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports, Navan Expense streamlines the entire business spending process - driving cost-savings, productivity, and compliance. We're looking to bring on an Mid-Market Solutions Consultant, Expense who will continue to scale Navan Expense and the future of this product line. You will partner closely with our Sales, Product, Finance, Support and Operations teams, all the way up to our C-Suite - to ensure we are delighting our clients and exceeding goals. You will be a key player in helping Account Managers expand Expense product offerings within current strategic travel accounts, implement the Expense solution, and increase adoption within the Mid-Market segment by combining your expertise of accounting and finance with your knowledge of our expense management platform and corporate credit card. Navan Expense has currently seen 10x growth in the last year and is currently being used by 800+ companies, such as Epicor, Amplitude, Loom, Toast & Lyft. By understanding client needs and leveraging your knowledge, you will help assist with an effective strategy that will ultimately drive revenue. The Ideal Candidate will be a subject matter expert with an accounting and --- TITLE: Manager, Production Operations (On-site) (Night Shift) EMPLOYER: Broadridge Financial Solutions LOCATION: Markham, ON (onsite) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Markham-ON/Manager--Production-Operations--On-site---Night-Shift-_JR1078972 EXCERPT: Manager, Production Operations (On-site) (Night Shift) Markham, ON posted: Posted 30+ Days Ago --- TITLE: Financial Advisor, Investment & Retirement Planning - Oakridge Centre, Vancouver - B.C EMPLOYER: Bank of Nova Scotia LOCATION: Vancouver (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://jobs.scotiabank.com/job/Vancouver-Financial-Advisor%2C-Investment-&-Retirement-Planning-Oakridge-Centre%2C-Vancouver-B_C-ON-V5Z3A8/602905117/ EXCERPT: Financial Advisor, Investment & Retirement Planning - Oakridge Centre, Vancouver - B.C Vancouver Requisition ID: 262060 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 --- TITLE: Assoiate Process Manager EMPLOYER: Broadridge Financial Solutions LOCATION: Bengaluru-EPIP Industrial Area (unspecified) SALARY: Not disclosed POSTED: 2026-06-10 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Bengaluru-EPIP-Industrial-Area/Assoiate-Process-Manager_JR1083351 EXCERPT: Assoiate Process Manager Bengaluru-EPIP Industrial Area posted: Posted 2 Days Ago --- TITLE: Financial Advisor, Investment & Retirement Planning - MAJOR MACKENZIE & WESTON, VAUGHAN EMPLOYER: Bank of Nova Scotia LOCATION: Vaughan (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://jobs.scotiabank.com/job/Vaughan-Financial-Advisor%2C-Investment-&-Retirement-Planning-MAJOR-MACKENZIE-&-WESTON%2C-VAUGHAN-ON-L4H0A2/600992817/ EXCERPT: Financial Advisor, Investment & Retirement Planning - MAJOR MACKENZIE & WESTON, VAUGHAN Vaughan Requisition ID: 256037 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 --- TITLE: Capital Solutions Associate EMPLOYER: Setpoint.io LOCATION: Austin or New York (Hybrid) (hybrid) SALARY: $90K-$125K POSTED: 2025-06-04 APPLY_URL: https://job-boards.greenhouse.io/setpoint/jobs/4753618007 EXCERPT: Capital Solutions Associate Austin or New York (Hybrid) About the role Behi nd 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 are looking for a Capital Solutions Associate to join our team! This is an opportunity to have a big impact and join a fast growing platform and partner with the executive team across the firm. You'll be a driver and co-owner of creating tech solutions for lenders and borrowers in asset backed credit, innovating the way credit is accessed and monitored. 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 - A fintech enthusiast: You understand debt capital markets, our customers' pain, and how Setpoint's solutions fit. - Detail-oriented: You don't cut corners and quickly grasp complex problems. You are driven to be accurate and maintain a zero-defect approach under tight deadlines. - A great communicator: You can succinctly communicate and discuss complex problems and can distill rules-based legal documents into digestible logic. - An intuitive all-round athlete: You are comfortable converting complex ideas into solutions, and are excited about client experience, sales, and product effectiveness. - An independent problem-solver: You can understand --- TITLE: Premier Account Leader - Asia Pacific EMPLOYER: Broadridge Financial Solutions LOCATION: Singapore - 30 Raffles Place (unspecified) SALARY: Not disclosed POSTED: 2026-06-01 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Singapore---30-Raffles-Place/Premier-Account-Leader---Asia-Pacific_JR1083065-1 EXCERPT: Premier Account Leader - Asia Pacific Singapore - 30 Raffles Place posted: Posted 11 Days Ago --- TITLE: Director of IT Audit EMPLOYER: Broadridge Financial Solutions LOCATION: Cluj-Napoca - 3rd Emile Zola Street (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Cluj-Napoca---3rd-Emile-Zola-Street/Director-of-IT-Audit_JR1082663 EXCERPT: Director of IT Audit Cluj-Napoca - 3rd Emile Zola Street posted: Posted 30+ Days Ago --- TITLE: Senior Financial Analyst EMPLOYER: Justworks LOCATION: New York, New York (unspecified) SALARY: $138K-$151K POSTED: 2026-06-05 APPLY_URL: https://boards.greenhouse.io/justworks/jobs/7980174?gh_jid=7980174 EXCERPT: Senior Financial Analyst New York, New York Who We Are At Justworks, you'll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We're helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We're data-driven and never stop iterating. If you'd like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we'd love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you'll fit right in. Who You Are Justworks is seeking a highly analytical and business-minded Corporate FP&A Analyst to help build the consolidated financial view of our business. In this role, you will support how we plan, allocate capital, track performance, and report results to our CFO/CEO, Executive Leadership and Board of Directors. This is a highly visible role where you will partner closely with Finance, Accounting and Data/Analytics leaders to connect operational activity to financial outcomes across the organization. The ideal candidate is comfortable navigating ambiguity, operating across multiple workstreams, and translating complex financial data into clear, actionable insights for executive leadership. Your Success Profile What --- TITLE: Senior Physical Security Console Operator (Overnights) - Onsite( EMPLOYER: Broadridge Financial Solutions LOCATION: Newark, NJ (onsite) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Newark-NJ/Senior-Physical-Security-Console-Operator--Overnights----Onsite-_JR1079856 EXCERPT: Senior Physical Security Console Operator (Overnights) - Onsite( Newark, NJ posted: Posted 30+ Days Ago --- TITLE: Senior Wealth Advisor - The Baldwin Group Financial Services EMPLOYER: Baldwin Insurance Group INC Class LOCATION: 6 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-06-06 APPLY_URL: https://baldwin.wd1.myworkdayjobs.com/Baldwin/job/Bethesda-Maryland-US/Senior-Advisor--Wealth-Management---The-Baldwin-Group-Financial-Services_JR108672 EXCERPT: Senior Wealth Advisor - The Baldwin Group Financial Services 6 Locations The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Wealth Management division currently has an opening for a Senior Wealth Advisor. As a Senior Wealth Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practices to protect assets, optimize incomes, and help clients achieve long‑term financial outcomes. PRIMARY RESPONSIBILITIES: Utilize your substantial book of business in Wealth Management to diversify and strengthen our financial portfolio. Grow and manage a client book through qualified leads, referrals, and proactive outreach, leveraging Baldwin's holistic asset protection platform for efficient client acquisition and closing. Deliver comprehensive financial plans spanning retirement, wealth accumulation, insurance, tax‑aware strategies, and estate considerations to protect clients' assets and incomes. Construct and maintain portfolios aligned to client goals, risk profiles, and time horizons, coordinating with internal specialists in wealth, retirement, and insurance. Engage clients through consistent review cycles, performance reporting, and life‑event planning to sustain trust and drive retention. Collaborate across regions and practices to identify cross‑selling opportunities and deliver integrated solutions under the unified Baldwin brand. Adhere to fiduciary standards, compliance policies, and documentation requirements while maintaining a high‑touch client experience. KNOWLEDGE, SKILLS & ABILITIES Proficient --- TITLE: Capital Solutions Manager (Capital OS) EMPLOYER: Setpoint.io LOCATION: Austin or New York (Hybrid) (hybrid) SALARY: $110K-$150K POSTED: 2024-01-29 APPLY_URL: https://job-boards.greenhouse.io/setpoint/jobs/4228547007 EXCERPT: Capital Solutions Manager (Capital 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 are looking for a Capital Solutions Manager to join our team! This is an opportunity to have a big impact and join a fast growing platform and partner with the executive team across the firm. You'll be a driver and co-owner of creating tech solutions for lenders and borrowers in asset backed credit, innovating the way credit is accessed and monitored. 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 - A fintech enthusiast: You understand debt capital markets, our customers' pain, and how Setpoint's solutions fit. - Detail-oriented: You don't cut corners and quickly grasp complex problems. You are driven to be accurate and maintain a zero defect approach under tight deadlines. - A great communicator: You can succinctly communicate and discuss complex problems and can distill rules-based legal documents into digestible logic. - An intuitive all-round athlete: You are comfortable converting complex ideas into solutions, and are excited about client experience, sales, and product effectiveness. - An independent problem-solver: You --- TITLE: Business Development Partner EMPLOYER: Robinhood Markets, Inc. LOCATION: Chicago, IL; Clearwater, FL; Westlake, TX (unspecified) SALARY: $120K-$160K POSTED: 2026-05-29 K401_MATCH: yes (not source-backed) MATCH_401K_PCT: 0 APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7942764?t=gh_src=&gh_jid=7942764 EXCERPT: Business Development Partner Chicago, IL; Clearwater, FL; Westlake, TX 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 TradePMR team empowers financial professionals with innovative technology and unparalleled support tailored to the unique needs of the RIA community. We are a custodial services and technology provider offering a robust platform including portfolio management, digital account opening, and advanced trading tools to help advisors streamline operations and grow their practices. As Business Development Partner, you will have a proven track record of successfully building strong relationships with Independent RIA firms and the ability to influence key decision makers to transition their custodial services to the TradePMR platform This role is based in our Chicago, IL, Clearwater, FL, Westlake, TX office(s), with in-person attendance expected at least 3 --- TITLE: Senior Software Engineer, Derivatives Team EMPLOYER: Robinhood Markets LOCATION: London, UK (unspecified) SALARY: $124K-$124K POSTED: 2026-04-01 K401_MATCH: yes (not source-backed) FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7739375?t=gh_src=&gh_jid=7739375 EXCERPT: Senior Software Engineer, Derivatives Team 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 at the center of everything we do. Expectations are high, and so are the rewards. The Derivatives team is building a regulated exchange for perpetual markets, focused on scaling infrastructure to support rapid product expansion and increasing trading demand. The team partners closely with product, infrastructure, and security groups to deliver reliable systems that support new contract launches and market growth. Work is centered on backend systems that prioritize correctness, performance, and system reliability in high-volume trading environments! As a Senior Software Engineer, you will design and develop backend systems that power derivatives trading, including order handling, execution workflows, and risk-sensitive processes. You will contribute to improving system performance, ensuring data accuracy, and supporting platform scalability as trading volume grows. This role involves working on systems --- TITLE: Senior Specialist, Plan Design EMPLOYER: Vestwell LOCATION: Austin, TX | Scottsdale, AZ (unspecified) SALARY: $75K-$85K POSTED: 2026-06-11 APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7764060003 EXCERPT: Senior Specialist, Plan Design Austin, TX | 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 Senior Specialist to our Retirement Services team who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated consultant to support our Sales, Onboarding, Plan Design and Plan Documents teams in document creation and consultation with new and existing sponsors on their desired plan features. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some time servicing the plan design, compliance and plan document sides of qualified/non-qualified plan servicing. What Will You Be Doing? As a Senior Specialist, you will be responsible for independently interpreting ERISA and other applicable retirement plan laws to consult, amend, and maintain compliant retirement plan documents. This role requires advanced legal and regulatory knowledge, sound judgment, and the ability to translate Plan Sponsors' business goals into plan documents that align with Vestwell platform capabilities and operational requirements. You will --- TITLE: Wealth Mortgage Specialist EMPLOYER: Citigroup Inc. LOCATION: SINGAPORE, Singapore (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://citi.eightfold.ai/careers/job/859033901105 EXCERPT: Wealth Mortgage Specialist SINGAPORE, Singapore --- TITLE: Senior Cloud Infrastructure Engineer (Hybrid) EMPLOYER: Broadridge Financial Solutions LOCATION: Manila - 6805 Ayala Ave (hybrid) SALARY: Not disclosed POSTED: 2026-05-14 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Manila---6805-Ayala-Ave/Senior-Site-Reliability-Engineer--Hybrid-_JR1082121 EXCERPT: Senior Cloud Infrastructure Engineer (Hybrid) Manila - 6805 Ayala Ave posted: Posted 29 Days Ago --- TITLE: Financial Advisor, Investment & Retirement Planning - Market at Magrath, Edmonton EMPLOYER: Bank of Nova Scotia LOCATION: Edmonton (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://jobs.scotiabank.com/job/Edmonton-Financial-Advisor%2C-Investment-&-Retirement-Planning-Market-at-Magrath%2C-Edmonton-AB-T6R0G4/603316817/ EXCERPT: Financial Advisor, Investment & Retirement Planning - Market at Magrath, Edmonton Edmonton Requisition ID: 264400 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 --- TITLE: Senior Software Engineer, Retirements Account EMPLOYER: Robinhood Markets, Inc. LOCATION: New York, NY (unspecified) SALARY: $172K-$230K POSTED: 2026-06-04 K401_MATCH: yes (not source-backed) MATCH_401K_PCT: 0 APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7804641?t=gh_src=&gh_jid=7804641 EXCERPT: Senior Software Engineer, Retirements Account 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 Retirement Accounts team is focused on building a new government-backed investing platform designed to expand access to financial tools for the next generation. This team partners closely with internal engineering groups and external government stakeholders to design secure systems, integrate sensitive data sources, and deliver a reliable product that supports long-term financial participation. You'll join a group working on a high-visibility initiative with meaningful business and societal impact! As a Senior Software Engineer you will design and build core backend systems for a new standalone application, separate from the existing Robinhood app. You'll work on services that integrate government data, support employer contribution features, and ensure high standards for --- TITLE: Financial Solutions Advisor - Participant Services EMPLOYER: Bank of America Corporation LOCATION: Pennington (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Pennington/Financial-Solutions-Advisor---Participant-Services_25030252 EXCERPT: Financial Solutions Advisor - Participant Services Pennington posted: Posted 30+ Days Ago --- TITLE: Financial Analyst, Business Partner EMPLOYER: Justworks LOCATION: New York, New York (unspecified) SALARY: $122K-$134K POSTED: 2026-04-14 APPLY_URL: https://boards.greenhouse.io/justworks/jobs/7815589?gh_jid=7815589 EXCERPT: Financial Analyst, Business Partner New York, New York Who We Are At Justworks, you'll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We're helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We're data-driven and never stop iterating. If you'd like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we'd love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you'll fit right in. About the Role Justworks is seeking a highly analytical and business-minded Financial Analyst, Business Partner to support a broad portfolio across R&D, G&A, Marketing, and new product initiatives. In this role, you will partner closely with leaders across Engineering, Product, Marketing, and Corporate functions to drive financial planning, evaluate investments, and inform strategic decision-making.You will play a key role in supporting both core operations and growth initiatives, helping ensure resources are allocated effectively across product development, marketing investments, and new product expansion. This is a highly visible and collaborative role with exposure to senior stakeholders and evolving business priorities.The ideal candidate is --- TITLE: Financial Solutions Advisor - Livingston - Northfield EMPLOYER: Bank of America Corporation LOCATION: Livingston (unspecified) SALARY: Not disclosed POSTED: 2026-06-11 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Livingston/Financial-Solutions-Advisor---Livingston---Northfield_26020417 EXCERPT: Financial Solutions Advisor - Livingston - Northfield Livingston posted: Posted Yesterday --- TITLE: Senior Commercial Solutions Consultant EMPLOYER: Navan INC LOCATION: New York, NY (unspecified) SALARY: $90K-$120K POSTED: 2026-04-17 APPLY_URL: https://navan.com/careers/openings?gh_jid=7821358 EXCERPT: Senior Commercial Solutions Consultant New York, NY Navan Expense is an expense and corporate card solution that eliminates the hassles of expense management while giving finance leaders real-time spend visibility and control. Navan Expense provides employees with a refreshingly easy way to pay for what they need while giving finance leaders one easy place to control, manage, and track spend. With physical and virtual cards, smart policy management, and automated expense reports, Navan Expense streamlines the entire business spending process - driving cost-savings, productivity, and compliance. We're looking to bring on a Solutions Consultant, Expense who will continue to scale Navan Expense and the future of this product line. You will partner closely with our Sales, Product, Finance, Support and Operations teams, all the way up to our C-Suite - to ensure we are delighting our clients and exceeding goals. You will be a key player in helping Account Managers expand Expense product offerings within current strategic travel accounts, implement the Expense solution, and increase adoption within the Commercial segment by combining your expertise of accounting and finance with your knowledge of our expense management platform and corporate credit card. Navan Expense has currently seen 10x growth in the last year and is currently being used by 800+ companies, such as Epicor, Loom, Toast & Lyft. By understanding client needs and leveraging your knowledge, you will help assist with an effective strategy that will ultimately drive revenue. The Ideal Candidate will be a subject matter expert with an accounting and --- TITLE: Support Engineer EMPLOYER: Robinhood Markets, Inc. LOCATION: Westlake, TX (unspecified) SALARY: $42.5-$50/hr POSTED: 2026-05-22 K401_MATCH: yes (not source-backed) MATCH_401K_PCT: 0 FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7847491?t=gh_src=&gh_jid=7847491 EXCERPT: Support Engineer Westlake, TX 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 Support Engineering Sub-Team provides Robinhood employees with secure, simple, and reliable technology support across offices and distributed teams. The team reduces technical friction through responsive support, clear processes, and reliable onsite experiences. The team partners closely with Workplace, Customer Experience, Corporate Engineering, Corporate Applications, Corporate Security, and Learning & Development teams to support employee productivity. This role will help improve the technology experience for employees in Westlake and across Robinhood! As a Support Engineer, you will serve as the primary onsite technology support partner for Robinhood's Westlake office. You will support daily ticket delivery, troubleshoot MacOS, Windows, iOS, Android, AV, SaaS, MDM, VPN, and access-related issues, and help employees get the most from --- TITLE: Financial Advisor - Canmore, AB EMPLOYER: Bank of Nova Scotia LOCATION: Canmore (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://jobs.scotiabank.com/job/Canmore-Financial-Advisor-Canmore%2C-AB-AB-T1W1P4/601619317/ EXCERPT: Financial Advisor - Canmore, AB Canmore Requisition ID: 258413 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 --- TITLE: Senior Associate, Financial Benefits - Retirement EMPLOYER: Justworks LOCATION: Remote - U.S.A. (remote) SALARY: $70K-$77K POSTED: 2026-04-24 APPLY_URL: https://boards.greenhouse.io/justworks/jobs/7768254?gh_jid=7768254 EXCERPT: Senior Associate, Financial Benefits - Retirement Remote - U.S.A. Who We Are At Justworks, you'll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people. We're helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We're data-driven and never stop iterating. If you'd like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we'd love to hear from you. We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team. Our Values If this sounds like you, you'll fit right in. Who You Are You have no issue with doing what needs to be done in troubleshooting, addressing, and escalating emerging issues. You're successful in working independently to meet deadlines, and can also collaborate cross functionally within the organization and with third party partners. You are a champion of analyzing, lateral thinking, and problem solving. As the Senior Associate, Financial Benefits - Retirement, you will be responsible for the success of the financial operations as well as support the Retirement program at Justworks. You will also work closely with Financial Operations Analysts and Product and Engineering teams to improve existing systems. At --- TITLE: Senior Partnerships Manager, Money EMPLOYER: Robinhood Markets LOCATION: Menlo Park, CA; New York, NY; Washington, DC (unspecified) SALARY: $179K-$210K POSTED: 2026-04-06 K401_MATCH: yes (not source-backed) FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7782425?t=gh_src=&gh_jid=7782425 EXCERPT: Senior Partnerships Manager, Money Menlo Park, CA; New York, NY; Washington, DC 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. Robinhood's consumer offerings include a growing portfolio of credit card products, such as the Robinhood Gold Card and Robinhood Platinum Card. The Card Partnerships team builds and scales strategic relationships that expand the value of these products across categories like dining, health and wellness, and travel. The team partners with product, marketing, finance, and legal teams to introduce new benefits and experiences for customers. You'll join a team that prioritizes strong relationships, thoughtful deal structuring, and delivering measurable value for both customers and partners! As a Senior Partnerships Manager, you will lead the sourcing, structuring, and execution of credit card partnerships across multiple verticals. You will --- TITLE: Wealth Advisor - EastRise Credit Union EMPLOYER: LPL Financial LOCATION: Burlington, VT (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://lplfinancial.wd1.myworkdayjobs.com/BD_Partners/job/Burlington-VT/Wealth-Advisor---EastRise-Credit-Union_R-048199 EXCERPT: Wealth Advisor - EastRise Credit Union Burlington, VT posted: Posted 30+ Days Ago --- TITLE: Financial Systems Analyst EMPLOYER: Lawrence Livermore National Laboratory LOCATION: Livermore, CA, United States (unspecified) SALARY: $115K-$141K POSTED: 2026-06-10 APPLY_URL: https://jobs.smartrecruiters.com/LLNL/3743990013108536-financial-systems-analyst EXCERPT: Financial Systems Analyst Livermore, CA, United States Company Description: Join us and make YOUR mark on the World! Lawrence Livermore National Laboratory (LLNL) has turned bold ideas into world-changing impact advancing science and technology to strengthen U.S. security and promote global stability. Our mission spans four critical national security areas nuclear deterrence, threat preparedness, energy security, and multi-domain defense empowering teams to take on the toughest challenges of today and tomorrow. With a culture built on innovation and operational excellence, LLNL is a place where your expertise can make a real impact. Job Description: We are seeking a Financial Systems Analyst to serve as a key liaison between Finance and IT for the Oracle E‑Business Suite (EBS) and related financial systems. You will configure and support financial modules, coordinate annual patch and upgrade cycles, and help ensure system integrity, internal controls, and reliable financial reporting. This role is in the Financial Accounting & Treasury Division within the OCFO. This position may offer a hybrid schedule, which includes the flexibility to work from home one or more days per week, after a probationary period. The specifics of the hybrid schedule, including the exact number of days required in the office and virtual work options may vary based on the needs of the team and the organization. You will Serve as a functional system administrator for Oracle EBS financial modules (with emphasis on Projects, GL, AP, AR), including configuration, ongoing maintenance, and backup DOE functional users. Plan and coordinate annual Oracle EBS --- TITLE: Strategic Finance Partner EMPLOYER: Stripe LOCATION: San Francisco (unspecified) SALARY: Not disclosed POSTED: 2026-06-07 NON_BIRTH_PARENT_LEAVE_WEEKS: 16 (not source-backed) K401_MATCH: yes (not source-backed) FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) CHILDCARE_SUBSIDY: yes (not source-backed) APPLY_URL: https://stripe.com/jobs/search?gh_jid=7577505 EXCERPT: Strategic Finance Partner San Francisco 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 Bridge is creating an entirely new payments platform, built with stablecoins, to simplify global money movement. Bridge enables faster, cheaper payments and borderless access to dollars via stablecoins. Through our APIs, businesses can send and receive funds across borders faster and cheaper than SWIFT and other fiat-only rails. Our virtual accounts enable international consumers and businesses to easily access, store, and spend US dollars. Our payouts infrastructure enables platforms to disburse USD to anyone globally. We believe many trillions of dollars will move and settle through stablecoin payment rails. Bridge is pulling this future forward. The Stripe Finance and Strategy team is an integral thought partner to Stripe's core functional leaders. We bring understanding and predictability to Stripe's bottom-line financials. We work cross-functionally across many surfaces at Stripe and help steward Stripe's resource investments to improve the durability of our long-term financial performance. This role will partner closely with Bridge, a small team of people experienced in building financial infrastructure at leading --- TITLE: Head of Product Management - International Post Trade EMPLOYER: Broadridge Financial Solutions LOCATION: London - 12 Arthur Street (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/London---12-Arthur-Street/Head-of-Product-Management---International-Post-Trade_JR1076961 EXCERPT: Head of Product Management - International Post Trade London - 12 Arthur Street posted: Posted 30+ Days Ago --- TITLE: Vice President - EMEA BPO & Business Development EMPLOYER: Broadridge Financial Solutions LOCATION: London - 12 Arthur Street (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/London---12-Arthur-Street/Vice-President---EMEA-Head-of-BPO_JR1079043 EXCERPT: Vice President - EMEA BPO & Business Development London - 12 Arthur Street posted: Posted 30+ Days Ago --- TITLE: Retirement Plan Advisor, Workplace Wealth Solutions EMPLOYER: UBS Group AG LOCATION: Location not specified (unspecified) SALARY: Not disclosed POSTED: 2026-06-10 APPLY_URL: https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5155&PageType=JobDetails&jobid=344635 EXCERPT: Retirement Plan Advisor, Workplace Wealth Solutions Are you passionate about influencing client stakeholders? Do you enjoy problem-solving and using negotiation skills? We are looking for someone like you to: • deliver a full suite of retirement plan consulting services, including fiduciary investment advice, investment reporting, plan provider search support, fee benchmarking, and comprehensive annual reviews, while providing senior‑level ownership of complex client relationships • provide subject‑matter expertise throughout the sales process and deliver advice using a consistent, documented service model, serving as a resource and escalation point for colleagues and partners • lead annual account and quarterly investment reviews, overseeing review quality and ensuring fiduciary documentation is complete, accurate, and aligned with each client's Investment Policy Statement • partner with plan providers to resolve plan‑level issues, evaluate plan features, and manage escalations to ensure a smooth operational experience • evaluate participant education programs and recommend strategies to increase engagement, participation, and retirement readiness-guiding education strategy and mentoring others in delivery, while delivering live or virtual education as needed • drive client satisfaction, retention, and expansion by identifying cross‑sell opportunities within Workplace Wealth Solutions and influencing growth strategy across assigned relationships • develop a deep understanding of each client's business, organizational structure, and industry to shape proactive, strategic recommendations and anticipate complex client needs • collaborate with Financial Advisors supporting retirement plan relationships to ensure a unified and seamless client experience, providing leadership across cross‑functional partners --- TITLE: Senior Retirement Advisor - The Baldwin Group Financial Services EMPLOYER: Baldwin Insurance Group INC Class LOCATION: 5 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-06-06 APPLY_URL: https://baldwin.wd1.myworkdayjobs.com/Baldwin/job/Bethesda-Maryland-US/Senior-Wealth-Advisor--Retirement---The-Baldwin-Group-Financial-Services_JR109349 EXCERPT: Senior Retirement Advisor - The Baldwin Group Financial Services 5 Locations The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive. Due to our continued growth, the Retirement Plan Consulting division currently has an opening for a Senior Retirement Advisor. In this role, you will provide consultative guidance on plan design, benchmarking, compliance considerations, and provider solutions, while leading the sales process from prospecting through close. You'll partner with HR and finance leaders to understand their workforce needs, present tailored retirement plan strategies, and support employee education to drive participation and engagement. The ideal candidate has strong B2B sales experience in retirement or financial services, excellent communication skills, and a track record of exceeding goals in a consultative, solutions-focused environment. PRIMARY RESPONSIBILITIES: Gathers information on employer-sponsored retirement plans and develops tailored recommendations for prospective plan sponsor clients; presents proposals in a professional manner by reviewing plan design, investment menus, fees, and services in detail to ensure understanding. Communicates with clients, prospects, recordkeepers, TPAs, insurance company partners, and internal service teams in an articulate and effective manner to advance retirement plan opportunities and strengthen relationships. Finalizes the sale and implementation of group retirement plans by coordinating required paperwork, collection of deposits, and arrangements with recordkeepers/TPAs; partners closely with internal client service teams, who own day-to-day account servicing, to brief --- TITLE: Senior Financial Planner EMPLOYER: T. Rowe Price LOCATION: 3 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-06-11 K401_MATCH: yes (not source-backed) APPLY_URL: https://troweprice.wd5.myworkdayjobs.com/TRowePrice/job/Owings-Mills-MD/Senior-Financial-Planner_82062 EXCERPT: Senior Financial Planner 3 Locations posted: Posted Yesterday --- TITLE: Physical Security Console Operator - Evening Shift (On-site) EMPLOYER: Broadridge Financial Solutions LOCATION: Newark, NJ (onsite) SALARY: Not disclosed POSTED: 2026-06-09 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Newark-NJ/Physical-Security-Console-Operator---Evening-Shift--On-site-_JR1075208 EXCERPT: Physical Security Console Operator - Evening Shift (On-site) Newark, NJ posted: Posted 3 Days Ago --- TITLE: Financial Planning & Analysis Manager EMPLOYER: Beazer Homes INC LOCATION: Atlanta, Georgia (unspecified) SALARY: Not disclosed POSTED: 2026-01-28 K401_MATCH: yes (not source-backed) APPLY_URL: https://careers-beazer.icims.com/jobs/5326/login EXCERPT: Financial Planning & Analysis Manager Atlanta, Georgia Overview This position is primarily responsible for providing financial and analytical support to help drive operational success in nearly every aspect the Division's options including: sales, land acquisition, land development, construction, customer service, purchasing, and escrow/closings. As a member of the division management team, the Manager of FP&A will provide an integral supporting role to each department to help drive division financial and operational performance. The Manager of FP&A organizes and manages the Company's detailed monthly financial forecast, including key operating statistics, income statement, balance sheet and cash flows. Company Overview: Beazer Homes is committed to employee wellbeing and life-work balance, offering development opportunities, a flexible time-off program, and an industry leading parental leave policy. Primary Duties & Responsibilities Acts as a strategic business partner to the Division President and each division department head. Develops the 3 year strategic plan, annual plan for the division, and provides regular updates to those plans. Creates, maintains, and reports on the margin expectations for the division and identifies opportunities for improvement to those margins. Assists in the development of land acquisition strategy and develops financial underwriting for land purchases. Prepares the division's operating budget in partnership with each department head. Identifies and implements improvement opportunities that drive increased division operational performance. Collaborates with division's senior management team to develop and manage the division's pricing strategy. Identifies gaps to financial goals and creates solutions in order to achieve objectives. Participates in the month end close process, including --- TITLE: Financial Solutions Advisor -Woodridge - Southwest Chicago Market EMPLOYER: Bank of America Corporation LOCATION: Woodridge (unspecified) SALARY: Not disclosed POSTED: 2026-05-29 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Woodridge/Financial-Solutions-Advisor--Woodridge---Southwest-Chicago-Market_26018723-2 EXCERPT: Financial Solutions Advisor -Woodridge - Southwest Chicago Market Woodridge posted: Posted 14 Days Ago --- TITLE: Staff Software Engineer, Retirements Account EMPLOYER: Robinhood Markets, Inc. LOCATION: New York, NY (unspecified) SALARY: $230K-$270K POSTED: 2026-06-04 K401_MATCH: yes (not source-backed) MATCH_401K_PCT: 0 FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7804599?t=gh_src=&gh_jid=7804599 EXCERPT: Staff Software Engineer, Retirements Account 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. Robinhood has been tapped as the brokerage and initial trustee for Trump Accounts, and is working alongside BNY to develop and operate the Trump Accounts infrastructure to expand market access for the next generation of Americans. In this role, you will help build a world-class, intuitive platform, leveraging Robinhood's industry-leading financial technology to deliver a standalone web and app experience for this historic national initiative. The Retirements and Accounts team focuses on building and scaling systems that support long-term investing and account management for millions of customers. This team works closely with product, data, and infrastructure partners to deliver reliable, secure, and intuitive financial experiences. You will help shape systems --- TITLE: Sr z/OS Mainframe Senior Network Systems Programmer - CONTRACT (REMOTE) EMPLOYER: Broadridge Financial Solutions LOCATION: Newark, NJ (remote) SALARY: Not disclosed POSTED: 2026-05-22 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Newark-NJ/Senior-Network-Systems-Programmer---CONTRACT--Remote-Hybrid-_JR1082408-1 EXCERPT: Sr z/OS Mainframe Senior Network Systems Programmer - CONTRACT (REMOTE) Newark, NJ posted: Posted 21 Days Ago --- TITLE: Fullstack Engineer, Customer Success EMPLOYER: Pylon LOCATION: Palo Alto | Hybrid | Remote (hybrid) SALARY: Not disclosed POSTED: 2026-06-10 APPLY_URL: https://jobs.ashbyhq.com/pylon/fd573bb0-d06c-401f-97b5-b73d030662d4 EXCERPT: Fullstack Engineer, Customer Success Palo Alto | Hybrid | 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. THE TEAM We're looking for Full Stack Engineers to join our Customer Success team. This team exists for one reason: make sure the people using Pylon can close loans quickly, confidently, and without friction. Mortgage is complex. Our customers are navigating regulations, timelines, and borrower expectations simultaneously. Your job is to make all of that feel simple. You'll work directly on the surfaces our customers touch every day - building features --- TITLE: Financial Solutions Advisor - Reno Area EMPLOYER: Bank of America Corporation LOCATION: Reno (unspecified) SALARY: Not disclosed POSTED: 2026-05-14 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Reno/Financial-Solutions-Advisor---Reno-Area_26016963-1 EXCERPT: Financial Solutions Advisor - Reno Area Reno posted: Posted 29 Days Ago --- TITLE: Financial Solutions Advisor EMPLOYER: Bank of America Corporation LOCATION: 4 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-05-19 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Savannah/Financial-Solutions-Advisor---Savannah--GA_26016173 EXCERPT: Financial Solutions Advisor 4 Locations posted: Posted 24 Days Ago --- TITLE: Wealth Advisor - The Baldwin Group Financial Services EMPLOYER: Baldwin Insurance Group INC Class LOCATION: Irvine, California, US (unspecified) SALARY: Not disclosed POSTED: 2026-06-10 APPLY_URL: https://baldwin.wd1.myworkdayjobs.com/Baldwin/job/Irvine-California-US/Senior-Wealth-Advisor_JR109094 EXCERPT: Wealth Advisor - The Baldwin Group Financial Services Irvine, California, US The Baldwin Group, a nationwide Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen client relationships, deliver comprehensive planning, and manage portfolios using Baldwin's integrated advice platform. You'll collaborate across practice groups to protect assets, optimize incomes, and help clients achieve long-term financial outcomes. PRIMARY RESPONSIBILITIES: ​ Support senior wealth advisors with day-to-day service for individual and household clients, including preparation of meeting materials, financial planning reports, and follow-up documentation. Assist in developing comprehensive financial plans focused on goals such as wealth accumulation, retirement readiness, education funding, risk management, tax-aware strategies, and estate considerations. Help with portfolio construction and monitoring, including gathering data, updating performance and allocation reports, and organizing recommendations aligned with client goals, risk profiles, and time horizons. Participate in client meetings and review cycles, taking notes, preparing summaries, and ensuring timely completion of agreed-upon action items to reinforce trust and retention. Respond to routine client inquiries related to accounts, statements, transfers, administrative requests, and basic planning questions, escalating complex issues appropriately and ensuring professional, timely follow-up. Learn and effectively use Baldwin's planning, CRM, and investment platforms to support client onboarding, account maintenance, reporting, and business development activities. Coordinate with internal specialists across wealth, retirement, and insurance to help deliver integrated solutions that protect assets, optimize income, and support long-term financial outcomes for clients. Maintain accurate and organized client files, meeting notes, --- TITLE: Physical Security Console Operator - Evening Shift (Onsite) EMPLOYER: Broadridge Financial Solutions LOCATION: El Dorado Hills, CA (onsite) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/El-Dorado-Hills-CA/Physical-Security-Console-Operator---Evening-Shift--Onsite-_JR1082160 EXCERPT: Physical Security Console Operator - Evening Shift (Onsite) El Dorado Hills, CA posted: Posted 30+ Days Ago --- TITLE: Retirement Plan Advisor, Workplace Wealth Solutions EMPLOYER: UBS Group AG LOCATION: Location not specified (unspecified) SALARY: Not disclosed POSTED: 2026-06-10 APPLY_URL: https://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5155&PageType=JobDetails&jobid=344633 EXCERPT: Retirement Plan Advisor, Workplace Wealth Solutions Are you knowledgeable about investment concepts? Are you passionate about building relationships? We are looking for someone like you to: • deliver a full suite of retirement plan consulting services, including fiduciary investment advice, investment reporting, plan provider search support, fee benchmarking, and comprehensive annual reviews, supporting senior advisors in the delivery and execution of these services • provide subject‑matter expertise throughout the sales process and deliver advice using a consistent, documented service model, building technical expertise under the guidance of senior team members • support preparation and execution of annual account and quarterly investment reviews, ensuring fiduciary documentation is complete and aligned with each client's Investment Policy Statement • partner with plan providers to resolve plan‑level issues, evaluate plan features, and ensure a smooth operational experience • evaluate participant education programs and recommend strategies to increase engagement, participation, and retirement readiness-assisting with the delivery of virtual education as needed • drive client satisfaction and retention by identifying client needs and supporting cross‑sell opportunities within Workplace Wealth Solutions • develop a deep understanding of each client's business, organizational structure, and industry to contribute to proactive recommendations • collaborate with Financial Advisors supporting retirement plan relationships to ensure a unified and seamless client experience --- TITLE: Business Development Analyst - U.S. Wealth EMPLOYER: AQR Capital Management LOCATION: Greenwich, CT (unspecified) SALARY: $110K-$120K POSTED: 2026-06-04 K401_MATCH: yes (not source-backed) APPLY_URL: https://careers.aqr.com/jobs?gh_jid=7793650&gh_jid=7793650 EXCERPT: Business Development Analyst - U.S. Wealth Greenwich, CT About AQR Capital Management AQR is a global investment firm built at the intersection of financial theory and practical application. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing. By putting theory into practice, we have become a leader in alternative strategies and an innovator in traditional portfolio management 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 Analyst to join our U.S. Wealth team. As part of our Business Development group, our U.S. Wealth team engages with taxable U.S. investors and their advisors. The team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. Your Role - Provide senior relationship managers with sales and administrative support, including preparing analysis, presentations, client/prospect materials, and updating databases (CRM). - Provide inbound and outbound client support, including helping to service clients, --- TITLE: Senior Credit Business Analyst EMPLOYER: Robinhood Markets, Inc. LOCATION: Menlo Park, CA (unspecified) SALARY: $176K-$225K POSTED: 2026-06-02 K401_MATCH: yes (not source-backed) MATCH_401K_PCT: 0 FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7975475?t=gh_src=&gh_jid=7975475 EXCERPT: Senior Credit Business Analyst Menlo Park, CA 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. We're looking for an exceptional Senior Credit Business Analyst to help shape the future of our core platforms, products, and customer experiences. FinTech is one of the most complex and rapidly evolving spaces in technology, and the challenges we're tackling require deep innovation, critical thinking, and scale that don't always have strong precedents. You'll take on a highly influential role shaping vision and execution across key strategic initiatives. You'll partner with cross-functional leaders, contribute to high-impact decisions, guide complex projects from concept to completion, and mentor others on the team. This is a role for someone who leverages modern tools and cutting-edge methodologies as a core part of how they solve --- TITLE: Director, Government & Regulatory Affairs (Hybrid - Washington D.C.,) EMPLOYER: Broadridge Financial Solutions LOCATION: DC-Home Office (hybrid) SALARY: Not disclosed POSTED: 2026-05-26 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/DC-Home-Office/Director--Government---Regulatory-Affairs--Hybrid---Washington-DC--_JR1082924 EXCERPT: Director, Government & Regulatory Affairs (Hybrid - Washington D.C.,) DC-Home Office posted: Posted 17 Days Ago --- TITLE: Financial Solutions Advisor - Austin Area EMPLOYER: Bank of America Corporation LOCATION: 11 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-05-22 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Austin/Financial-Solutions-Advisor---Austin-Area_26018044 EXCERPT: Financial Solutions Advisor - Austin Area 11 Locations posted: Posted 21 Days Ago --- TITLE: Financial Solutions Advisor - West Valley Area EMPLOYER: Bank of America Corporation LOCATION: 5 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Phoenix/Financial-Solutions-Advisor---West-Valley-Area_26014712 EXCERPT: Financial Solutions Advisor - West Valley Area 5 Locations posted: Posted 30+ Days Ago --- TITLE: Project Manager for Digital Transformation Team EMPLOYER: Broadridge Financial Solutions LOCATION: Cluj-Napoca - 3rd Emile Zola Street (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Cluj-Napoca---3rd-Emile-Zola-Street/Project-Manager-for-Digital-Transformation-Team_JR1082666 EXCERPT: Project Manager for Digital Transformation Team Cluj-Napoca - 3rd Emile Zola Street posted: Posted 30+ Days Ago --- TITLE: Technology Lead -Full Stack Java Developer – Bangalore EMPLOYER: Broadridge Financial Solutions LOCATION: Bengaluru-EPIP Industrial Area (unspecified) SALARY: Not disclosed POSTED: 2026-06-09 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Bengaluru-EPIP-Industrial-Area/Technology-Lead---SDET--Hyderabad_JR1082736 EXCERPT: Technology Lead -Full Stack Java Developer – Bangalore Bengaluru-EPIP Industrial Area posted: Posted 3 Days Ago --- TITLE: Financial Solutions Advisor - Scotch Plains EMPLOYER: Bank of America Corporation LOCATION: Scotch Plains (unspecified) SALARY: Not disclosed POSTED: 2026-05-20 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Scotch-Plains/Financial-Solutions-Advisor---Scotch-Plains_26017675-2 EXCERPT: Financial Solutions Advisor - Scotch Plains Scotch Plains posted: Posted 23 Days Ago --- TITLE: Senior Software Developer, Derivatives EMPLOYER: Robinhood Markets LOCATION: Toronto, Canada (unspecified) SALARY: CAD 166K-195K POSTED: 2023-09-28 K401_MATCH: yes (not source-backed) FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/5400711?t=gh_src=&gh_jid=5400711 EXCERPT: Senior Software Developer, Derivatives Toronto, Canada 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 Derivatives team is building a regulated exchange for perpetual markets, focused on scaling infrastructure to support rapid product expansion and increasing trading demand. The team partners closely with product, infrastructure, and security groups to deliver reliable systems that support new contract launches and market growth. Work is centered on backend systems that prioritize correctness, performance, and system reliability in high-volume trading environments! As a Senior Software Engineer, you will design and develop backend systems that power derivatives trading, including order handling, execution workflows, and risk-sensitive processes. You will contribute to improving system performance, ensuring data accuracy, and supporting platform scalability as trading volume grows. This role involves working on systems where --- TITLE: Senior Account Executive, Integrated Payments - Merchant Services EMPLOYER: Deluxe CORP LOCATION: 5 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-06-04 K401_MATCH: yes (not source-backed) FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) SURROGACY_ASSISTANCE_OFFERED: yes (not source-backed) LEARNING_BUDGET_OFFERED: yes (not source-backed) APPLY_URL: https://deluxe.wd5.myworkdayjobs.com/USA_CAN/job/Remote-TX-USA/Senior-Account-Executive--Integrated-Payments---Merchant-Services_260342WD EXCERPT: Senior Account Executive, Integrated Payments - Merchant Services 5 Locations Deluxe is a trusted, technology-enabled solutions provider for enterprises, small businesses and financial institutions offering a range of solutions to help customers manage and grow their businesses. Approximately 4.8 million small business customers access Deluxe's wide range of products and services, including incorporation services, logo design, website development and hosting, email marketing, social media, search engine optimization, and payroll services along with customized checks and forms. For our approximately 4,600 financial institution customers, Deluxe offers industry-leading programs in data analytics, customer acquisition and treasury management solutions, fraud prevention and profitability solutions, as well as checks. Deluxe is also a leading provider of checks and accessories sold directly to consumers. WHO ARE YOU: Do you have an entrepreneurial spirit? Does an unconventional commission style peak your interest? Do you desire the opportunity to be part of a build out? Are you looking for the opportunity to be impactful in an organization? BENEFITS: At Deluxe, we know that great people make a great organization. We have a culture that keeps people; 42% of our team has been here over 10 years. We value our people and offer generous benefits that are eligible DAY ONE! Including 401K, Medical, Dental, Vision, Flexible time off, Volunteer time off, Paid maternity/paternity leave, Tuition reimbursement, and more Robust Base Pay plus UNCAPPED Commissions ABOUT US: Deluxe Merchant Services + is a complete payment processing solution that accepts a wide range of payment methods, simplifies PCI compliance and --- TITLE: Private Wealth Management Client Associate EMPLOYER: Bank of America Corporation LOCATION: Pittsford (unspecified) SALARY: Not disclosed POSTED: 2026-06-08 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Pittsford/Private-Wealth-Management-Client-Associate_26019840 EXCERPT: Private Wealth Management Client Associate Pittsford posted: Posted 4 Days Ago --- TITLE: Strategic Client Solutions EMPLOYER: ModernFi LOCATION: New York, United States (unspecified) SALARY: Not disclosed POSTED: 2026-03-19 APPLY_URL: https://jobs.ashbyhq.com/modernfi/4a90c84f-2180-4c52-ac4a-65394eaeedc8 EXCERPT: Strategic Client Solutions New York, United States The Opportunity ModernFi is seeking an individual for the role of Strategic Client Solutions to serve as a critical subject matter expert (SME) on our market, product, and operational capabilities throughout the entire client journey. In this essential role, you will work alongside Account Executives during the pre-sale process and collaborate with Regional Directors post-sale to ensure clients realize maximum value from our platform. As the technical knowledge cornerstone of our deal teams, you will drive client success by providing expert guidance, solving complex challenges, and ensuring our solutions deliver measurable business outcomes. Your expertise will be instrumental in helping clients understand, implement, and optimize ModernFi's platform for their specific needs. This position offers the opportunity to directly drive revenue, ensure continued client success, influence product development, and shape ModernFi's strategic direction during a period of rapid growth. At ModernFi, your work will directly fuel our vision and mission to serve as systemically important financial infrastructure that drives the American economy and to empower our partner financial institutions to grow and better serve their communities. The Role Responsibilities - Serve as the definitive subject matter expert on ModernFi's market positioning, product capabilities, and operational processes across all client interactions. - Partner with Account Executives during the pre-sale process to articulate technical value propositions, address complex questions, and ensure solutions align with client needs. - Work closely with Regional Directors post-sale to ensure clients achieve their strategic objectives and realize full value from our --- TITLE: Professional Software Engineer - AI Driven Engineering (Hybrid - Newark, NJ, NYC or Edgewood, NY) EMPLOYER: Broadridge Financial Solutions LOCATION: 3 Locations (hybrid) SALARY: Not disclosed POSTED: 2026-06-05 K401_MATCH: yes (not source-backed) APPLY_URL: https://broadridge.wd5.myworkdayjobs.com/Careers/job/Edgewood-NY/Professional-Software-Engineer---AI-Driven-Engineering---Hybrid---Newark--NJ--NYC-or-Edgewood--NY-_JR1082988-1 EXCERPT: Professional Software Engineer - AI Driven Engineering (Hybrid - Newark, NJ, NYC or Edgewood, NY) 3 Locations posted: Posted 7 Days Ago --- TITLE: Financial Solutions Advisor- Williamette Valley EMPLOYER: Bank of America Corporation LOCATION: 12 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Salem/Financial-Solutions-Advisor--Williamette-Valley_26003722-1 EXCERPT: Financial Solutions Advisor- Williamette Valley 12 Locations posted: Posted 30+ Days Ago --- TITLE: Senior Associate, Implementations EMPLOYER: Vestwell LOCATION: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (unspecified) SALARY: $70K-$80K POSTED: 2026-05-15 APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7735876003 EXCERPT: Senior Associate, Implementations 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? We are growing and looking for an experienced Senior Implementations Onboarding Associate to serve as the liaison and dedicated resource to Plan Sponsors and Financial Advisors as they onboard to Vestwell's platform! In this role, you will have the opportunity to manage projects, collaborate cross-functionally with internal stakeholders to enhance our onboarding experience, and provide subject matter expertise on plan design and training for Plan Sponsors as they onboard to our platform. While we're not looking for deep expertise, prior experience in client servicing, plan administration and non-discrimination testing, plan design, and/or end-to-end conversion processing for 401(k)/403(b) plans is helpful. If you don't have this prior experience, but you have unparalleled communication skills, a commitment to superior customer service, ability to adapt within a fast-paced business environment, and previous client management experience handling several clients and projects at once, we'd be delighted to connect with you! What Will You Be Doing? --- TITLE: Senior Financial Advisor - Dundas & Franklin, Cambridge, ON EMPLOYER: Bank of Nova Scotia LOCATION: Cambridge (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://jobs.scotiabank.com/job/Cambridge-Senior-Financial-Advisor-Dundas-&-Franklin%2C-Cambridge%2C-ON-ON-N1R8A8/602639617/ EXCERPT: Senior Financial Advisor - Dundas & Franklin, Cambridge, ON Cambridge Requisition ID: 261810 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 --- TITLE: Senior Credit Analyst EMPLOYER: Upgrade LOCATION: Atlanta (unspecified) SALARY: Not disclosed POSTED: 2026-04-21 K401_MATCH: yes (not source-backed) APPLY_URL: https://job-boards.greenhouse.io/upgrade/jobs/4687368005 EXCERPT: Senior Credit Analyst Atlanta Upgrade helps customers move in the right direction with affordable and responsible financial products. Since 2017, we've helped over 7.5 million customers access over $42 billion in consumer credit. With a relentless focus on improving our customers' financial well-being, we build products that put more money in their pocket and support their journey toward a better financial future. We're backed by some of the most prominent technology investors and were most recently valued at $7.3B. We're consistently recognized for our collaborative and inclusive culture. Most recently, we were named one of the World's Top Fintech Companies by CNBC, Best Places to Work by Built In, Best Places to Work by the San Francisco Business Times, America's Greatest Workplaces by Newsweek, Best Startup Employer by Forbes, and Healthiest Employers by Phoenix Business Journal. We're looking for new team members who get excited about designing and delivering new and better products. Come join us and help build a better financial future for millions of people. About the Role: We're looking for a Senior Credit Analyst that will ensure high risk reviews and merchant applications meet verification and program guidelines. We are looking for detailed-oriented individuals with a high level of integrity. In this position, you would spend your day reviewing merchant documentation, analyzing financials including balance sheets and income statements, reviewing trends and decisioning applications. This is a dynamic role partnering with our merchants to provide a best-in-class experience. What You'll Do: - Verify merchant application information, coordinate --- TITLE: Business Analyst Specialist EMPLOYER: Bank of Nova Scotia LOCATION: Bogota (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://jobs.scotiabank.com/job/Bogota-Business-Analyst-Specialist-DC/602310617/ EXCERPT: Business Analyst Specialist Bogota Requisition ID: 260062 Thanks for your interest in ScotiaTech, Scotiabank's new and innovative Technology hub in Bogota. Join a purpose driven winning team that promotes creativity and innovation in a fast-paced environment, where we're always committed to results, in an inclusive, diverse, and high-performing culture. Purpose • Contributes to the overall success of the Brokerage Processing Systems Team in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team's business strategies and objectives. Ensure all activities conducted are in compliance with governing regulations, internal policies and procedures. is complete. The candidate will be responsible for Program reporting, executive updates and will be encouraged to always look for ways to improve the way we work and manage our Program team. Accountabilities • Champions a customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. • Provide front line business support for internal and third-party products and services supported by Global Operations Technology. Providing guidance to other development areas of Global Wholesale Operations, Global Wealth Management, Global Banking & Markets, and Group Treasury. • Support Broadridge, Smart Advisor and Webpost applications, supporting new and existing development and support. • Contribute to the operational effectiveness and productivity of the Brokerage Processes T --- TITLE: Principal People Business Partner EMPLOYER: SoFi LOCATION: Frisco, TX, Charlotte, NC (unspecified) SALARY: Not disclosed POSTED: 2026-04-02 NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed) APPLY_URL: https://sofi.com/careers/job/7688438003?gh_jid=7688438003 EXCERPT: Principal People Business Partner Frisco, TX, Charlotte, NC 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. The role At SoFi, our People Business Partners are strategic and trusted advisors to senior leaders, responsible for aligning people strategies with business objectives. In this role, you'll lead and implement the people strategy for our Home Loans team, working directly with our VP, Business Unit Leader. Your work will empower the business to make smart, data-driven decisions while fostering a high performing culture. This role balances strategic influence with hands-on execution, serving as a thought partner to senior leadership to drive people solutions to business outcomes. What you'll do: - Be a Strategic Partner: Serve as a trusted advisor to leadership, shaping and executing people strategies that align with business goals to enable high-performing and engaged teams. - Coach and Advise Senior Leaders: Provide executive-level coaching to leaders on leadership effectiveness, performance, team --- TITLE: Solution Engineering Manager- Financial Data Repository EMPLOYER: Citizens Financial Group, Inc. LOCATION: United States (unspecified) SALARY: Not disclosed POSTED: 2026-06-09 K401_MATCH: yes (not source-backed) APPLY_URL: https://hcgn.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/requisitions/job/47270 EXCERPT: Solution Engineering Manager- Financial Data Repository United States Solution Engineering Manager- Financial Data Repository --- TITLE: Financial Solutions Executive II EMPLOYER: TD Synnex LOCATION: Clearwater, Florida, United States of America (hybrid) SALARY: Not disclosed POSTED: 2026-06-02 K401_MATCH: yes (not source-backed) APPLY_URL: https://synnex.wd5.myworkdayjobs.com/tdsynnexcareers/job/Clearwater-Florida-United-States/Financial-Solutions-Executive-II_R48373/apply EXCERPT: Financial Solutions Executive II Clearwater, Florida, United States of America Embrace the role of a Financial Solutions Executive II and drive strategic financial solutions for top-tier clients. Leverage your expertise in financial solutions, account management, and stakeholder engagement to deliver impactful results. Collaborate with leadership, manage complex accounts, and shape market share growth in a dynamic, hybrid work environment. --- TITLE: Senior Business Management Associate, Wealth Solutions (WS) EMPLOYER: Raymond James Financial, Inc. LOCATION: Multiple Locations (unspecified) SALARY: Not disclosed POSTED: 2026-06-10 K401_MATCH: yes (not source-backed) APPLY_URL: https://raymondjames.taleo.net/careersection/1_ca/jobdetail.ftl?job=656462&lang=en EXCERPT: Senior Business Management Associate, Wealth Solutions (WS) Multiple Locations --- TITLE: Analyst I, Financial Solutions EMPLOYER: Ricoh Co.,Ltd. LOCATION: Exton, PA, United States (unspecified) SALARY: Not disclosed POSTED: 2026-06-11 APPLY_URL: https://cbha.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/requisitions/job/7463 EXCERPT: Analyst I, Financial Solutions Exton, PA, United States Analyst I, Financial Solutions --- TITLE: Customer Experience Associate, Pathway EMPLOYER: Robinhood Markets LOCATION: Westlake, TX (unspecified) SALARY: $23.1-$23.1/hr POSTED: 2026-02-03 K401_MATCH: yes (not source-backed) FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7577409?t=gh_src=&gh_jid=7577409 EXCERPT: Customer Experience Associate, Pathway Westlake, TX 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 CXR Pathway Program serves as an entry point for diverse talent to build a career in financial services! The program is designed to help you build foundational knowledge and gain confidence to attain the required FINRA SIE, Series 7, and Series 63 licenses to become a registered broker alongside your cohort. We demonstrate strong customer focus across a wide range of needs, from simple to complex, via chat, email, and phone channels. As a member of this team, you'll be the company's voice and will use exceptional empathy and product expertise to ensure our users feel understood and valued. Your job is not only to help our customers, but to help --- TITLE: Financial Solutions Advisor- Cupertino Financial Center EMPLOYER: Bank of America Corporation LOCATION: Cupertino (unspecified) SALARY: Not disclosed POSTED: 2026-05-14 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Cupertino/Financial-Solutions-Advisor--Cupertino-Financial-Center_26016941-1 EXCERPT: Financial Solutions Advisor- Cupertino Financial Center Cupertino posted: Posted 29 Days Ago --- TITLE: Financial Solutions Advisor - Paoli Financial Center EMPLOYER: Bank of America Corporation LOCATION: Paoli (unspecified) SALARY: Not disclosed POSTED: 2026-06-04 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Paoli/Financial-Solutions-Advisor---Paoli-Financial-Center_26019446-2 EXCERPT: Financial Solutions Advisor - Paoli Financial Center Paoli posted: Posted 8 Days Ago --- TITLE: Financial Solutions Advisor - Magnolia EMPLOYER: Bank of America Corporation LOCATION: Magnolia (unspecified) SALARY: Not disclosed POSTED: 2026-05-21 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Magnolia/Financial-Solutions-Advisor---Magnolia_26016042 EXCERPT: Financial Solutions Advisor - Magnolia Magnolia posted: Posted 22 Days Ago --- TITLE: Senior Financial Planner EMPLOYER: Raymond James Financial, Inc. LOCATION: BC-Kelowna (unspecified) SALARY: Not disclosed POSTED: 2026-06-10 K401_MATCH: yes (not source-backed) APPLY_URL: https://raymondjames.taleo.net/careersection/1_ca/jobdetail.ftl?job=657101&lang=en EXCERPT: Senior Financial Planner BC-Kelowna --- TITLE: Financial Solutions Advisor - Novato Financial Center EMPLOYER: Bank of America Corporation LOCATION: Novato (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Novato/Financial-Solutions-Advisor---Novato-Financial-Center_26015886 EXCERPT: Financial Solutions Advisor - Novato Financial Center Novato posted: Posted 30+ Days Ago --- TITLE: Financial Solutions Advisor - Sharon Financial Center EMPLOYER: Bank of America Corporation LOCATION: Sharon (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Sharon/Financial-Solutions-Advisor----Sharon-Financial-Center_26016546 EXCERPT: Financial Solutions Advisor - Sharon Financial Center Sharon posted: Posted 30+ Days Ago --- TITLE: Financial Solutions Advisor Stage I- Cupertino Financial Center EMPLOYER: Bank of America Corporation LOCATION: Cupertino (unspecified) SALARY: Not disclosed POSTED: 2026-06-04 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Cupertino/Financial-Solutions-Advisor-Stage-I--Cupertino-Financial-Center_26019451 EXCERPT: Financial Solutions Advisor Stage I- Cupertino Financial Center Cupertino posted: Posted 8 Days Ago --- TITLE: Senior FX Futures and Spot Trader EMPLOYER: TransMarket Group LOCATION: Chicago, Illinois, United States (unspecified) SALARY: Not disclosed POSTED: 2026-06-02 APPLY_URL: https://job-boards.greenhouse.io/transmarketgroup/jobs/5151566007?gh_jid=5151566007 EXCERPT: Senior FX Futures and Spot Trader Chicago, Illinois, United States Who We Are Founded in 1980 as Aardvark Financial, TransMarket Group (TMG) is a privately held global markets proprietary trading firm in Chicago. We use next-generation technology to capture opportunities around the world and manage risk in financial markets. Our mission is to bless others through the services we provide and through the generous stewardship of the wealth we create. TMG is a well-established and profitable business as a respected member of the global financial system for over 40 years, but also is like a startup because the potential of our group is at least one order of magnitude greater than what we are currently producing. We have an entrepreneurial culture and collaboratively develop our business with patience and discipline; we work hard, learn constantly, and relentlessly improve our expertise. Description Our Quantitative Traders are dedicated to enhancing the global economy by facilitating risk transfer and restoring price equilibrium. At TransMarket Group, you'll collaborate with a team committed to eliminating inefficiencies and managing risk in the world's financial markets. As a Senior FX Futures and Spot Trader, you'll leverage the firm's robust capital base and resources to elevate your trading strategies. The ideal candidate possesses a proven track record of disciplined trading, niche expertise in FX markets, and exceptional risk assessment and management skills. Responsibilities - Utilize deep expertise in FX market fundamentals, quantitative modeling, and risk management to trade FX futures and spot instruments. - Develop and maintain quantitative --- TITLE: Senior Software Engineer, Trade PMR EMPLOYER: Robinhood Markets, Inc. LOCATION: New York, NY (unspecified) SALARY: $196K-$230K POSTED: 2026-05-30 K401_MATCH: yes (not source-backed) MATCH_401K_PCT: 0 FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed) MENTAL_HEALTH_SUPPORT: yes (not source-backed) APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7684760?t=gh_src=&gh_jid=7684760 EXCERPT: Senior Software Engineer, Trade PMR 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, and 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 Trade PMR team provides software services for investment advisors, acting as a custodian and offering a high-scale platform for trading, account management, and customer relationship management. The team is currently undergoing a significant transformation post-acquisition, scaling its platform to integrate deeply with core Robinhood systems and support a massive influx of larger advisors. This is a high-visibility team where your work directly shapes the future of Robinhood's B2B and advisory FinTech offering! As a Senior Software Engineer on the Trade PMR team, you will be a technical leader responsible for evolving the Fusion platform. You will architect the backend systems that provide a holistic view of client data for --- TITLE: Financial Solutions Advisor - Stonestown Financial Center EMPLOYER: Bank of America Corporation LOCATION: San Francisco (unspecified) SALARY: Not disclosed POSTED: 2026-05-28 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Francisco/Financial-Solutions-Advisor---Stonestown-Financial-Center_26018519 EXCERPT: Financial Solutions Advisor - Stonestown Financial Center San Francisco posted: Posted 15 Days Ago --- TITLE: Financial Solutions Advisor - Tracy Marketplace Financial Center EMPLOYER: Bank of America Corporation LOCATION: Tracy (unspecified) SALARY: Not disclosed POSTED: 2026-06-03 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Tracy/Financial-Solutions-Advisor---Tracy-Marketplace-Financial-Center_26019192 EXCERPT: Financial Solutions Advisor - Tracy Marketplace Financial Center Tracy posted: Posted 9 Days Ago --- TITLE: Financial Solutions Advisor - Stonestown Financial Center EMPLOYER: Bank of America Corporation LOCATION: San Francisco (unspecified) SALARY: Not disclosed POSTED: 2026-05-26 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Francisco/Financial-Solutions-Advisor---Stonestown-Financial-Center_26006888-2 EXCERPT: Financial Solutions Advisor - Stonestown Financial Center San Francisco posted: Posted 17 Days Ago --- TITLE: Financial Solutions Advisor- Peachtree City EMPLOYER: Bank of America Corporation LOCATION: Peachtree City (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Peachtree-City/Financial-Solutions-Advisor--Peachtree-City_25041558 EXCERPT: Financial Solutions Advisor- Peachtree City Peachtree City posted: Posted 30+ Days Ago --- TITLE: Financial Solutions Advisor - Oakleaf Plaza Financial Center EMPLOYER: Bank of America Corporation LOCATION: Jacksonville (unspecified) SALARY: Not disclosed POSTED: 2026-06-01 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor---Oakleaf-Plaza-Financial-Center_26018870 EXCERPT: Financial Solutions Advisor - Oakleaf Plaza Financial Center Jacksonville posted: Posted 11 Days Ago --- TITLE: Senior Finance Business Partner EMPLOYER: Monzo LOCATION: London (unspecified) SALARY: GBP 84K-99K POSTED: 2026-05-15 LEARNING_BUDGET_OFFERED: yes (not source-backed) APPLY_URL: https://job-boards.greenhouse.io/monzo/jobs/7921307 EXCERPT: Senior Finance Business Partner London 🚀 We're on a mission to make money work for everyone. We're waving goodbye to the complicated and confusing ways of traditional banking. After starting as a prepaid card, our product offering has grown a lot in the last 10 years in the UK. As well as personal and business bank accounts, we offer joint accounts , accounts for 16-17 year olds , a free kids account and credit cards in the UK, with more exciting things to come beyond. Our UK customers can also save , invest and combine their pensions with us. With our hot coral cards and get-paid-early feature, combined with financial education on social media and our award winning customer service, we have a long history of creating magical moments for our customers! We're not about selling products - we want to solve problems and change lives through Monzo ❤️ 📍London | 💰 £84,200 - £99,000 + incentive awards tied to your performance + Benefits | Hear from the team ✨ ⭐ Our Commercial Finance team Our Finance team is growing and we are looking for a Senior Finance Business Partner to join the Commercial finance team and support the Marketing and Growth teams. You will work in a team that manages the P&L and Balance Sheet to deliver on the financial plan, supports the business in strategic financial decisions and challenges to improve performance.The role covers all aspects of financial performance and planning and you will own the end-to-end financials --- TITLE: Financial Solutions Advisor - Serramonte Financial Center EMPLOYER: Bank of America Corporation LOCATION: Daly City (unspecified) SALARY: Not disclosed POSTED: 2026-05-26 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Daly-City/Financial-Solutions-Advisor---Serramonte-Financial-Center_26015411-2 EXCERPT: Financial Solutions Advisor - Serramonte Financial Center Daly City posted: Posted 17 Days Ago --- TITLE: Senior Account Executive EMPLOYER: Pylon LOCATION: New York City (in office) | Menlo Park Office (onsite) SALARY: Not disclosed POSTED: 2026-06-10 APPLY_URL: https://jobs.ashbyhq.com/pylon/c48ae8bb-3851-46d1-a9f5-5da9a7afa60f EXCERPT: Senior Account Executive New York City (in office) | Menlo Park Office 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 The Senior Account Executive (Wholesale) will acquire, activate, and grow high-potential mortgage broker partners Nationally. You'll carry an aggressive production quota, own the broker lifecycle from first meeting to first fund to sustained growth, and serve as the face of Pylon's programmatic infrastructure. Key Responsibilities: - Sales Pipeline Ownership: Own and manage a full sales pipeline from lead qualification through to closed-won deals. You will be --- TITLE: Financial Solutions Advisor Registration Candidate - Alpharetta Financial Center EMPLOYER: Bank of America Corporation LOCATION: Alpharetta (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Alpharetta/Financial-Solutions-Advisor-Registration-Candidate---Alpharetta-Financial-Center_26020529 EXCERPT: Financial Solutions Advisor Registration Candidate - Alpharetta Financial Center Alpharetta posted: Posted Today --- TITLE: Business Solutions Advisor - Orenco Financial Center EMPLOYER: Bank of America Corporation LOCATION: Hillsboro (unspecified) SALARY: Not disclosed POSTED: 2026-06-09 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Hillsboro/Business-Solutions-Advisor---Orenco-Financial-Center_26020048 EXCERPT: Business Solutions Advisor - Orenco Financial Center Hillsboro posted: Posted 3 Days Ago --- TITLE: Financial Solutions Advisor - San Marco Financial Center EMPLOYER: Bank of America Corporation LOCATION: Jacksonville (unspecified) SALARY: Not disclosed POSTED: 2026-06-10 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Jacksonville/Financial-Solutions-Advisor---San-Marco-Financial-Center_26015274 EXCERPT: Financial Solutions Advisor - San Marco Financial Center Jacksonville posted: Posted 2 Days Ago --- TITLE: Financial Solutions Advisor - Ballwin, MO EMPLOYER: Bank of America Corporation LOCATION: Ballwin (unspecified) SALARY: Not disclosed POSTED: 2026-05-29 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Ballwin/Financial-Solutions-Advisor---Ballwin--MO_26018724-1 EXCERPT: Financial Solutions Advisor - Ballwin, MO Ballwin posted: Posted 14 Days Ago --- TITLE: Financial Solutions Advisor Registration Candidate - Coors Financial Center EMPLOYER: Bank of America Corporation LOCATION: Albuquerque (unspecified) SALARY: Not disclosed POSTED: 2026-06-11 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Albuquerque/Financial-Solutions-Advisor-Registration-Candidate---Coors-Financial-Center_26020344 EXCERPT: Financial Solutions Advisor Registration Candidate - Coors Financial Center Albuquerque posted: Posted Yesterday --- TITLE: Servicing Transfer Senior Specialist EMPLOYER: Pennymac Financial Services INC LOCATION: Carrollton, Texas; Moorpark, California (unspecified) SALARY: $65K-$100K POSTED: 2026-05-05 K401_MATCH: yes (not source-backed) LEARNING_BUDGET_OFFERED: yes (not source-backed) APPLY_URL: https://careers-pennymac.icims.com/jobs/39358/login EXCERPT: Servicing Transfer Senior Specialist Carrollton, Texas; Moorpark, California PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U.S. mortgage loans and the management of investments related to the U.S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Senior Servicing Transfer Specialist manages complex service releases and acquisitions, coordinating with internal departments and external partners to ensure accurate and timely transfers. This role requires deep expertise in servicing processes, regulations, and contracts to mitigate risk, resolve critical discrepancies and ensure seamless transfers. The responsibilities of this role encompasses complete transaction oversight, detailed tracking of progress, and the upkeep of crucial records. The Senior Servicing Transfer Specialist will: Lead and Manage servicing transfer oversight activities for complex bulk acquisition and service release transactions, leveraging established project plans and tracking methods Provide expert-level oversight and guidance to internal and external business partners, ensuring acquisition and release transactions are executed efficiently Reviews customer communication for alignment with transfer timelines and collaborates with the management team for review and approval Help develop and maintain tools to effectively manage events that are critical to a successful transaction Analyzes data integrity reports to identify necessary line of business actions and confirms that --- TITLE: Financial Solutions Advisor - South Austin & North San Antonio Area EMPLOYER: Bank of America Corporation LOCATION: 5 Locations (unspecified) SALARY: Not disclosed POSTED: 2026-06-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/San-Antonio/Financial-Solutions-Advisor---South-Austin---North-San-Antonio-Area_26020536 EXCERPT: Financial Solutions Advisor - South Austin & North San Antonio Area 5 Locations posted: Posted Today --- TITLE: Financial Solutions Advisor Registration Candidate - Tracy Financial Center EMPLOYER: Bank of America Corporation LOCATION: Tracy (unspecified) SALARY: Not disclosed POSTED: 2026-06-03 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Tracy/Financial-Solutions-Advisor-Registration-Candidate---Tracy-Financial-Center_26019342 EXCERPT: Financial Solutions Advisor Registration Candidate - Tracy Financial Center Tracy posted: Posted 9 Days Ago --- TITLE: Relationship Banker or Senior Relationship Banker Broad River EMPLOYER: Truist Financial Corporation LOCATION: Irmo, SC (unspecified) SALARY: Not disclosed POSTED: 2026-06-11 PARENTAL_LEAVE_WEEKS: 10 (not source-backed) NON_BIRTH_PARENT_LEAVE_WEEKS: 10 (not source-backed) K401_MATCH: yes (not source-backed) APPLY_URL: https://truist.wd1.myworkdayjobs.com/Careers/job/Irmo-SC/Relationship-Banker-or-Senior-Relationship-Banker-Broad-River_R0115599 EXCERPT: Relationship Banker or Senior Relationship Banker Broad River Irmo, SC posted: Posted Yesterday --- TITLE: Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center EMPLOYER: Bank of America Corporation LOCATION: Bloomfield (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Bloomfield/Financial-Solutions-Advisor-Registration-Candidate---Bloomfield-Financial-Center_26014294 EXCERPT: Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center Bloomfield posted: Posted 30+ Days Ago --- TITLE: Financial Solutions Advisor Registration Candidate - Antioch Financial Center EMPLOYER: Bank of America Corporation LOCATION: Antioch (unspecified) SALARY: Not disclosed POSTED: 2026-05-12 K401_MATCH: yes (not source-backed) APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Antioch/Financial-Solutions-Advisor-Registration-Candidate---Antioch-Financial-Center_26015943 EXCERPT: Financial Solutions Advisor Registration Candidate - Antioch Financial Center Antioch posted: Posted 30+ Days Ago --- [PASTE YOUR RESUME OR SKILLS HERE]