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: 5
- per_page: 100
- sort: relevance

Jobs (100 total):

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TITLE: Collateral Management eNote Specialist III
EMPLOYER: Pennymac Financial Services INC
LOCATION: Fort Worth, Texas (unspecified)
SALARY: $55K-$85K
POSTED: 2026-04-08
K401_MATCH: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://careers-pennymac.icims.com/jobs/39004/login
EXCERPT: Collateral Management eNote Specialist III Fort Worth, Texas 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 Collateral Management Early Buyout/eNote Specialist is responsible for processing and providing guidance throughout the Early Buyout (EBO) process, summarizing all aspects of EBO functions that fall within the scope of the EBO Operations team, including Modification Buy Out of Ginnie Mae investor, Defect Management approval of cleared loans for submission to pool and due diligence for all loan channels including Third Party Investor Repurchases. Additional responsibilities include reconciliation of the MERS eRegistry system and daily eNote activity reconciliation. The EBO/eNote Specialist will: Create various reports that require knowledge of MS Excel and MS SQL database Complete and resolve complex/escalated collateral reviews Partner with Multiple Teams such as Modification, Investor Accounting, Capital Market, Custodian and Agency Trading Desk Perform deep-dive reviews and take action on balance sheet loans Be responsible for tasks ranging from New Data to Custodian, Reconciliation Reporting, Data Review and Data Corrections Reconciling the MERS and eRegistry data (ability to reconcile large volumes of data). Perform
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TITLE: Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Richmond (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-22
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Richmond/Financial-Solutions-Advisor-Registration-Candidate-Richmond-Manchester-Financial-Center_26017881
EXCERPT: Financial Solutions Advisor Registration Candidate-Richmond-Manchester Financial Center Richmond posted: Posted 21 Days Ago
---
TITLE: Financial Planning & Analysis Manager
EMPLOYER: Interactive Brokers
LOCATION: Greenwich, CT (unspecified)
SALARY: Not disclosed
POSTED: 2026-02-04
K401_MATCH: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/ibkr/jobs/8400650002
EXCERPT: Financial Planning & Analysis Manager Greenwich, CT Company Overview Interactive Brokers Group, Inc. (Nasdaq: IBKR) is a global financial services company headquartered in Greenwich, CT, USA, with offices in over 15 countries. We have been at the forefront of financial innovation for over four decades, known for our cutting-edge technology and client commitment. IBKR affiliates provide global electronic brokerage services around the clock on stocks, options, futures, currencies, bonds, and funds to clients in over 200 countries and territories. We serve individual investors and institutions, including financial advisors, hedge funds and introducing brokers. Our advanced technology, competitive pricing, and global market help our clients to make the most of their investments. Barron's has recognized Interactive Brokers as the #1 online broker for six consecutive years. Join our dynamic, multi-national team and be a part of a company that simplifies and enhances financial opportunities using state-of-the-art technology. This is Hybrid role (4 days in office /1 day remote) Interactive Brokers is seeking a financial professional with critical thinking to join our finance team. Position Overview This position leads the financial planning and analysis (FP&A) team of two analysts and reports to the SVP of Finance. The department delivers data-driven insights to senior management for their use in evaluating the current and proposed business activities of the firm. You are expected to challenge the status quo and proposed strategic initiatives with sound research and analysis evaluated through both a logical and skeptical lens. Key Responsibilities Expert on the state of the industry
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TITLE: Financial Solutions Advisor Registration Candidate - Freeport Financial Center - Bilingual Spanish Required
EMPLOYER: Bank of America Corporation
LOCATION: Freeport (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Freeport/Financial-Solutions-Advisor-Registration-Candidate---Freeport-Financial-Center---Bilingual-Spanish-Required_26020394
EXCERPT: Financial Solutions Advisor Registration Candidate - Freeport Financial Center - Bilingual Spanish Required Freeport posted: Posted Yesterday
---
TITLE: Chief Financial Officer
EMPLOYER: LTSE Services, Inc.
LOCATION: US Remote (remote)
SALARY: Not disclosed
POSTED: 2026-03-02
APPLY_URL: https://job-boards.greenhouse.io/ltse/jobs/5065516007
EXCERPT: Chief Financial Officer US Remote About Us Are you looking to make a meaningful impact through your work? Join us at the Long-Term Stock Exchange (LTSE) . We are an SEC-registered national securities exchange designed to promote fair and orderly markets, as well as help long-term focused companies get the credit they deserve. We are an innovative business ecosystem dedicated to reimagining the role of capital markets for a more equitable and sustainable future. At LTSE, we work with companies to identify long-term investors that will value their efforts to prioritize sustainable, long-term growth. As part of our team, you will have the opportunity to leverage your diverse background and skills toward a compelling mission that delivers tangible results. By supporting businesses in creating multi-stakeholder value, we generate a positive ripple effect that benefits communities, employees, and beyond. Founded by Eric Ries, a visionary entrepreneur and creator of the Lean Startup methodology, LTSE offers a unique and rewarding environment where you can contribute to building a better future for all. Apply today. The Role LTSE is seeking a strategic and execution-oriented Chief Financial Officer (CFO) to lead the company's financial strategy while also serving as a key driver of enterprise-wide operational performance. This is not a traditional, accounting-only CFO role. We are looking for a leader who has deep experience overseeing financial strategy and guiding strategic operations, either directly leading operations teams or serving in a structure where Operations reported into Finance. The ideal candidate brings a combination of capital
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TITLE: Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required
EMPLOYER: Bank of America Corporation
LOCATION: Windermere (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Windermere/Financial-Solutions-Advisor---Windemere-Financial-Center---Bilingual-in-Mandarin---English-Required_26012012
EXCERPT: Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Windermere posted: Posted 30+ Days Ago
---
TITLE: Financial Advisor
EMPLOYER: Morgan Stanley
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ms.wd5.myworkdayjobs.com/External/job/Sydney-Australia/Financial-Advisor_JR008767-1
EXCERPT: Financial Advisor 2 Locations posted: Posted 30+ Days Ago
---
TITLE: Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Fountain Valley (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Fountain-Valley/Financial-Solutions-Advisor-Registration-Candidate---Harbor-Edinger-Financial-Center_26016678-1
EXCERPT: Financial Solutions Advisor Registration Candidate - Harbor-Edinger Financial Center Fountain Valley posted: Posted 3 Days Ago
---
TITLE: Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Portland (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Portland/Advisor-Development-Program---Financial-Solutions-Advisor---82nd---Johnson-Creek-Financial-Center_26014429-1
EXCERPT: Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center Portland posted: Posted 30+ Days Ago
---
TITLE: Senior Finance Business Partner
EMPLOYER: Severn Trent
LOCATION: Coventry (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
APPLY_URL: https://www.careers.severntrent.com/job/Coventry-Senior-Finance-Business-Partner-Engl/1362825057/
EXCERPT: Senior Finance Business Partner Coventry At Severn Trent, our people are at the heart of everything we do. We're in the top 5% of utility companies worldwide when it comes to employee engagement and ranked as a Top 50 UK Employer on Glassdoor. Join us in making a positive impact on the environment and our communities, while being valued and supported in a truly inclusive workplace. If you want to do more, because you care, we want you on our team. EVERYTHING YOU NEED TO KNOW Severn Trent is significantly increasing its capital investment programme, set to more than double over the next five years. We're looking for an experienced Finance Business Partner to play a pivotal role in shaping, improving and optimising the financial performance of our capital programme at a portfolio level, in a fast‑paced and evolving environment. This is a high‑impact, senior finance role requiring strong commercial judgement, the ability to manage complex and competing priorities, and the confidence to partner across the business, driving delivery to plan while identifying opportunities to outperform. This is an exciting and varied opportunity, offering a rare mix of strategic insight, regulatory translation and hands on delivery. You will be intellectually curious, quick thinking and have a talent for making the complicated feel simple. In this role you'll have end to end visibility across the full portfolio leading the development of insight, reporting, option development and automation needed to optimise programme affordability. Wor
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TITLE: Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred
EMPLOYER: Bank of America Corporation
LOCATION: Colorado Springs (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Colorado-Springs/Financial-Solutions-Advisor-Registration-Candidate---Citadel-Financial-Center---Spanish-Preferred_26020024
EXCERPT: Financial Solutions Advisor Registration Candidate - Citadel Financial Center - Spanish Preferred Colorado Springs posted: Posted 3 Days Ago
---
TITLE: Financial Advisor, Investment & Retirement Planning - Highway #10 & Ray Lawson, Brampton
EMPLOYER: Bank of Nova Scotia
LOCATION: Brampton (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Brampton-Financial-Advisor%2C-Investment-&-Retirement-Planning-Highway-10-&-Ray-Lawson%2C-Brampton-ON-L6Y4M3/602582117/
EXCERPT: Financial Advisor, Investment & Retirement Planning - Highway #10 & Ray Lawson, Brampton Brampton Requisition ID: 259151 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
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TITLE: Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Wichita (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-21
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Wichita/Financial-Solutions-Advisor-Registration-Candidate---Towne-West-Wichita-Financial-Center_26017863-2
EXCERPT: Financial Solutions Advisor Registration Candidate - Towne-West Wichita Financial Center Wichita posted: Posted 22 Days Ago
---
TITLE: Workplace Financial Solutions
EMPLOYER: Charles Schwab Corporation
LOCATION: Location not specified (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
NON_BIRTH_PARENT_LEAVE_WEEKS: 6 (not source-backed)
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://www.schwabjobs.com/workplace-financial-solutions
EXCERPT: Workplace Financial Solutions Careers in Workplace Financial Services (WFS) | Schwab Jobs Skip to main content Search jobs Menu About Us About Us Charles Schwab How We Hire FAQ Back Career Areas Career Areas Career Areas Overview Client Service Technology Retail Services & Branch Network Workplace Financial Solutions Corporate Support Back Life at Schwab Life at Schwab Schwab Stories Locations Benefits Diversity and Inclusion Back Early Careers Early Careers Early Careers Overview Interns Aspiring Talent Academy NERD Program Financial Consultant Academy Wealth Management Academy Back Joining Schwab Joining Schwab Events Join Our Talent Network Back Saved Jobs (0) Returning candidate login close Search Jobs Keyword(s) Location Search We come together to help build better futures. Workplace Financial Solutions. Our Workplace Financial Services (WFS) organization helps connect employers and independent advisors to Schwab's wide range of products, services, and support. Whether it's stock and retirement plan options, 401k services, employee monitoring programs, or preparing for a public offering - in WFS, we focus on providing companies with tools that enable financial wellness for every employee in their organization. The WFS team is a part of our larger Client Service & Support org and is comprised of Retirement Plan Services (RPS), Stock Plan Services (SPS), and Designated Brokerage Services (DBS). Below, you can read insights into what each department does and how they support our clients every day. Retirement Plan Services Supporting and enabling the financial wellness of an entire organization? That is just another day in the life of our Retirement
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee: North Stone Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Tucson (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Tucson/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--North-Stone-Financial-Center_26015917-1
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee: North Stone Financial Center Tucson posted: Posted 30+ Days Ago
---
TITLE: Advisor Development Program - Financial Solutions Advisor - Wilderness Village Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Maple Valley (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Maple-Valley/Advisor-Development-Program---Financial-Solutions-Advisor---Wilderness-Village-Financial-Center_26015314
EXCERPT: Advisor Development Program - Financial Solutions Advisor - Wilderness Village Financial Center Maple Valley posted: Posted 30+ Days Ago
---
TITLE: FP&A Associate
EMPLOYER: IEX Group
LOCATION: New York (onsite)
SALARY: $120K-$140K
POSTED: 2026-05-22
PARENTAL_LEAVE_WEEKS: 16 (not source-backed)
K401_MATCH: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://iex.io/careers/apply?gh_jid=7947771
EXCERPT: FP&A Associate New York Location: New York, NY (3 days per week onsite) About IEX: IEX (IEX Group, Inc.) is an exchange operator and technology company dedicated to innovating for performance in capital markets. Founded in 2012, IEX launched a new kind of securities exchange in 2016 that combines a transparent business model and unique architecture designed to protect investors. Today, IEX applies its proprietary technology and experience to drive performance across asset classes, serve investors, and advocate for transparent and competitive markets. Role Overview: IEX is looking for an experienced Finance professional to join the team as an FP&A Associate. This person will be a key member of the Finance team, working closely with IEX's Head of Finance and FP&A Manager. Responsibilities will include the annual budget and quarterly forecasts, running various financial models, analyzing financial results and presenting the findings to management. This individual will have an eye towards continuous improvement, leveraging technology or other solutions to automate and scale our processes as they exist today. The right person for this role will have a successful technical and analytical background and be a strong self-starter with a proven work ethic. About you: - Must have strong attention to detail, devotion to accuracy and data integrity - Superior analytical and problem-solving skills; analytic creativity and insight - Biased towards and experienced with automated solutions for manual tasks and processes - Ability to multitask and deliver on competing priorities - Ability to operate in a fast-paced, deadline driven atmosphere -
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee: French Valley Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Winchester (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Winchester/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--French-Valley-Financial-Center_26019174
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee: French Valley Financial Center Winchester posted: Posted 10 Days Ago
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TITLE: Technical Oversight - Processing
EMPLOYER: Pylon
LOCATION: Remote (remote)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://jobs.ashbyhq.com/pylon/5c55bcba-5ea7-44d1-8e43-db09b319e556
EXCERPT: Technical Oversight - Processing Remote About Pylon America's $13T mortgage market is one of the most important financial systems in the world. It underwrites the middle class and is the mechanism through which millions of families build wealth. But while every other financial instrument has been simplified to an API call, mortgages are still assembled by hand. We started from zero and created the first vertically integrated mortgage platform that turns origination into a single API. Publicly traded companies and the country's largest originators are already building on Pylon. Revenue is compounding monthly. We're backed by Peter Thiel, Conversion Capital, QED, Citi, Fifth Wall, and the founders of Ramp, Blend, and Mercury. Working at Pylon isn't for those seeking comfort. The people who thrive here have high agency, strong opinions, and a track record of delivering outcomes without direction. Many of us are former founders. We move quickly, challenge each other directly, and take full ownership of results. It's hard work, but it will be worth it. Join us in building America's mortgage rails. ABOUT THE ROLE We're seeking a Technical Oversight - Processing with deep mortgage operations experience and strong independent judgment. This is not a traditional customer support or relationship-only role. You will act as a senior operational partner to our originating customers, owning issue resolution end-to-end and ensuring loans move cleanly, compliantly, and predictably through the lifecycle. You will work directly with customers while collaborating closely with underwriting, processing, product, and engineering to reduce errors, prevent rework,
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TITLE: Private Wealth Analyst
EMPLOYER: CNB Financial CORP
LOCATION: San Francisco, California (unspecified)
SALARY: $87K-$139K
POSTED: 2026-04-29
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://careers-cnb.icims.com/jobs/13115/login
EXCERPT: Private Wealth Analyst San Francisco, California PRIVATE WEALTH ANALYST WHAT IS THE OPPORTUNITY? Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families within a specific region. Partners with PB team in business development and relationship management activities to support investment management prospects and clients. WHAT WILL YOU DO? Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses using a variety of investment and financial markets database tools. Assist Private Bankers in performing financial planning analyses. Collaborate closely with Tax and Financial Planning team. Lead region as the subject matter expert in using eMoney as a primary planning resource and tool. Lead in the administrative and follow up actions to ensure delivery of Investment Policy Statements and ongoing progress on agreed upon client strategies. Partner with PB teams in business development, on boarding and ongoing servicing. Participate in profiling across the full spectrum of the needs of PB target segments and provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services. Participate with City National Bank team on sales calls including pre-brief and de-brief meetings. Assume primary responsibility to work with the Investment Management Services Group on the front-end on-boarding of new investment management and trust accounts. Aid Private Bankers to ensure client's current goals, risk tolerance and constraints are reflected in the Investment Policy Statement
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TITLE: Director - Global Financial Solutions
EMPLOYER: Mitsubishi UFJ Financial Group,Inc.
LOCATION: New York, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://mufgub.wd3.myworkdayjobs.com/MUFG-Careers/job/New-York-NY/Director---Global-Financial-Solutions_10076559-WD
EXCERPT: Director - Global Financial Solutions New York, NY posted: Posted 10 Days Ago
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TITLE: Strategic Finance Manager
EMPLOYER: Greenlight
LOCATION: Atlanta (Remote Friendly) (remote)
SALARY: $145K-$170K
POSTED: 2026-04-20
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://jobs.lever.co/greenlight/ccc859c5-4796-4b20-99cb-885c4be03a29
EXCERPT: Strategic Finance Manager Atlanta (Remote Friendly) Greenlight is the leading family fintech company on a mission to help parents raise financially smart kids. We proudly serve more than 6 million parents and kids with our award-winning banking app for families. With Greenlight, parents can automate allowance, manage chores, set flexible spend controls, and invest for their family's future. Kids and teens learn to earn, save, spend wisely, and invest. At Greenlight, we believe every child should have the opportunity to become financially healthy and happy. It's no small task, and that's why we leap out of bed every morning to come to work. Because creating a better, brighter future for the next generation depends on it. We are seeking a Strategic Finance Manager to collaborate with cross-functional leaders and drive outcomes across the business. In addition to traditional finance responsibilities of developing budgets, forecasts, and monthly/quarterly reports, this role will have significant involvement in new product analysis, data analytics, strategic projects, and company-wide planning. This position will report to the Director of Strategic Finance and collaborate with executives across all departments. We are looking for a true thought leader. A successful candidate should be self-motivated, hands-on, act as a proactive business partner and demonstrate the leadership capacity to assume increasing responsibility over time. This role is fast-paced and will have a direct impact on the company's ability to make key business decisions and grow efficiently. We are seeking a Strategic Finance Manager to collaborate with cross-functional leaders and drive outcomes
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TITLE: Derivatives Risk and Operations
EMPLOYER: East West Bancorp
LOCATION: Pasadena, CA, US (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://careers-eastwestbank.icims.com/jobs/12861/derivatives-risk-and-operations/job
EXCERPT: Derivatives Risk and Operations Pasadena, CA, US Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview We are seeking a highly motivated and detail‑oriented professional to join our Corporate Derivatives and Foreign Exchange team. This role is ideal for someone with strong analytical skills, a deep understanding of derivatives and financial markets, and demonstrated experience working across legal, credit, operations, and risk functions. The successful candidate will play a critical role in supporting front‑to‑back processes for traded products and validating and upholding key risk controls for the business. The position will be located in the Pasadena office. Title and compensation will be determined based on skill and
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TITLE: Account Manager - Financial Wellness Solutions
EMPLOYER: The PNC Financial Services Group, Inc.
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pnc.wd5.myworkdayjobs.com/External/job/NC---Charlotte-28210/Account-Manager---Financial-Wellness-Solutions_R225726-1
EXCERPT: Account Manager - Financial Wellness Solutions 2 Locations posted: Posted 2 Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee- University Place Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: University Place (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/University-Place/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--University-Place-Financial-Center_26015885
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee- University Place Financial Center University Place posted: Posted 30+ Days Ago
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TITLE: Senior Solutions Engineer - Spend
EMPLOYER: Airwallex
LOCATION: UK - London, London, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
APPLY_URL: https://jobs.ashbyhq.com/airwallex/1c3e9d8b-41cc-4399-a1e9-7d1ba5312ef9
EXCERPT: Senior Solutions Engineer - Spend UK - London, London, United Kingdom About Airwallex Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and software, we empower over 200,000 businesses worldwide - including Brex, Rippling, Navan, Qantas, SHEIN and many more - with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Proudly founded in Melbourne, we have a team of over 2,200 of the brightest and most innovative people in tech across 26 offices around the globe. Valued at US$8 billion and backed by world-leading investors including T. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future. If you're ready to do the most ambitious work of your career, join us. Attributes We Value We hire successful builders with founder-like energy who want real impact, accelerated learning, and true ownership. You bring strong role-related expertise and sharp thinking, and you're motivated by our mission and operating principles . You move fast with good judgment, dig deep with curiosity, and make decisions from first principles, balancing speed and rigor. You're humble and collaborative; turn zero‑to‑one ideas into real products, and you “get stuff done” end-to-end. You use AI to work smarter and solve problems faster. Here, you'll tackle complex, high‑visibility problems with exceptional teammates and grow
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TITLE: Head of Market Solutions
EMPLOYER: Legal & General
LOCATION: London, England, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.smartrecruiters.com/LegalAndGeneral/744000127910479-head-of-market-solutions
EXCERPT: Head of Market Solutions London, England, United Kingdom Company Description: Legal & General (L&G) is a leading UK financial services group and major global investor. We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world's largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. L&G Institutional Retirement looks after around 700,000 institutional customers who have their retirement benefits secured with us. Operating continuously in the UK market from our entrance in 1987, we are the UK's longest-running insurer. Our Institutional Retirement business is the UK's longest-serving active bulk annuity provider. Who we are Institutional Retirement is the only insurer to have been operating continuously in the UK market from our entrance in 1987 to the present day. Our UK retirement annuity book stands at an estimated £86.1 billion at 31 December 2023. Across our retail and institutional retirement businesses, we look after more than 1 million customers, around c.700,000 of whom are institutional customers who have had their retirement benefits secured with us. Job Description: We're looking for an experienced Head of Market Solutions to join our Institutional Retirement Investments team, leading the development and execution of investment strategy across both new business and in-force portfolios.
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TITLE: Financial Solutions Advisor - West Cumming Financial Center - Bilingual Fluency in Spanish / English preferred
EMPLOYER: Bank of America Corporation
LOCATION: Cumming (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Cumming/Financial-Solutions-Advisor---West-Cumming-Financial-Center---Bilingual-Fluency-in-Spanish---English-preferred_26015801
EXCERPT: Financial Solutions Advisor - West Cumming Financial Center - Bilingual Fluency in Spanish / English preferred Cumming posted: Posted 30+ Days Ago
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TITLE: Senior Wealth Planner
EMPLOYER: NB Bancorp INC
LOCATION: New York, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://nb.wd1.myworkdayjobs.com/nbcareers/job/New-York-NY/Wealth-Planning-Director_R0011309-2
EXCERPT: Senior Wealth Planner New York, NY
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TITLE: Financial Solutions Advisor Registration Candidate - Aurora Plaza Financial Center - Spanish Preferred
EMPLOYER: Bank of America Corporation
LOCATION: 3 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-03
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Aurora/Financial-Solutions-Advisor-Registration-Candidate---Aurora-Plaza-Financial-Center---Spanish-Preferred_26019114
EXCERPT: Financial Solutions Advisor Registration Candidate - Aurora Plaza Financial Center - Spanish Preferred 3 Locations posted: Posted 9 Days Ago
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TITLE: Employee Relationship Manager - Financial Wellness Solutions
EMPLOYER: The PNC Financial Services Group, Inc.
LOCATION: OH - Cleveland (44114) (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pnc.wd5.myworkdayjobs.com/External/job/OH---Cleveland-44114/Employee-Relationship-Manager---Financial-Wellness-Solutions_R225734-1
EXCERPT: Employee Relationship Manager - Financial Wellness Solutions OH - Cleveland (44114) posted: Posted Yesterday
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TITLE: Financial Solutions Advisor - PNC Wealth Management
EMPLOYER: The PNC Financial Services Group, Inc.
LOCATION: 2 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pnc.wd5.myworkdayjobs.com/External/job/OH---Columbus-43228/Financial-Solutions-Advisor---PNC-Wealth-Management_R224589-1
EXCERPT: Financial Solutions Advisor - PNC Wealth Management 2 Locations posted: Posted 10 Days Ago
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TITLE: Associate, Payroll Implementations
EMPLOYER: Vestwell
LOCATION: New York, NY | Austin, TX | King of Prussia, PA | Scottsdale, AZ (unspecified)
SALARY: $60K-$72K
POSTED: 2026-06-03
APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7753271003
EXCERPT: Associate, Payroll 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? Vestwell is expanding and we're excited about growing our Operations team with entry-level Payroll Implementation Associates who are passionate about our mission to change the retirement Fin-Tech space. At a high level, we're looking for someone who has insane levels of attention to detail and proven ability of juggling multiple priorities at once. You will be the key to payroll implementations automation & ensuring the initial experience with contribution processing is flawless while exercising independent judgment in configuring, testing, and resolving complex, client-specific payroll integration scenarios that materially affect data accuracy and client onboarding success. We're a startup… so a self-starter mentality comes first and foremost. You are someone who will dive into whatever challenge is placed in front of you, and find creative ways to solve problems by evaluating multiple implementation approaches and determining appropriate resolution paths within established operational, technical, and regulatory frameworks. What Will You Be Doing? A
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TITLE: Wealth Advisor
EMPLOYER: UMB Financial CORP
LOCATION: Dubuque IA (unspecified)
SALARY: $58K-$91K
POSTED: 2026-06-11
K401_MATCH: yes (not source-backed)
ADOPTION_ASSISTANCE_OFFERED: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
LEARNING_BUDGET_OFFERED: yes (not source-backed)
APPLY_URL: https://umb.wd1.myworkdayjobs.com/UMBExternal/job/Dubuque-IA/Wealth-Advisor_R-8515
EXCERPT: Wealth Advisor Dubuque IA The Private Wealth Management team serves to m anage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus. As the Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This role is hybrid (Tues/Wed/Thur on-site). How you'll spend your time: Deliver financial advice to a limited number of clients. Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies. Support the delivery of comprehensive advice and customized wealth management services to clients within the practice. Develop a deep understanding of the financial planning process with clients. Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned. Partner with Private Banking team to deliver clients lending, credit, and banking advice. Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects. Adopt new platforms
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TITLE: Advisor Development Program - WEST FLORIDA Financial Solutions Advisor Trainee: Financial Center - Sarasota, FL
EMPLOYER: Bank of America Corporation
LOCATION: Sarasota (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-27
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Sarasota/Advisor-Development-Program---WEST-FLORIDA-Financial-Solutions-Advisor-Trainee---Financial-Center---Sarasota--FL_26018386-2
EXCERPT: Advisor Development Program - WEST FLORIDA Financial Solutions Advisor Trainee: Financial Center - Sarasota, FL Sarasota posted: Posted 16 Days Ago
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee - Glenview-Lake and Waukegan Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Glenview (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Glenview/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee---Glenview-Lake-and-Waukegan-Financial-Center_26003303
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee - Glenview-Lake and Waukegan Financial Center Glenview posted: Posted 30+ Days Ago
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TITLE: Financial Advisor, Investment & Retirement Planning - Broadway & Oak, Vancouver
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-Broadway-&-Oak%2C-Vancouver-ON-V5Z1K5/603232317/
EXCERPT: Financial Advisor, Investment & Retirement Planning - Broadway & Oak, Vancouver Vancouver Requisition ID: 263843 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
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee: Falmouth - E. Main St Financial Center
EMPLOYER: Bank of America Corporation
LOCATION: Falmouth (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Falmouth/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Falmouth---E-Main-St-Financial-Center_26019101-1
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee: Falmouth - E. Main St Financial Center Falmouth posted: Posted 10 Days Ago
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TITLE: Financial Advisor - Lloydminster, AB
EMPLOYER: Bank of Nova Scotia
LOCATION: Lloydminster (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Lloydminster-Financial-Advisor-Lloydminster%2C-AB-AB-T9V3L6/603258417/
EXCERPT: Financial Advisor - Lloydminster, AB Lloydminster Requisition ID: 264158 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
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TITLE: Manager, Financial Reporting
EMPLOYER: SEI Investments Company
LOCATION: Dublin 2, Dublin, Ireland (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
K401_MATCH: yes (not source-backed)
APPLY_URL: https://seic.wd1.myworkdayjobs.com/SEI_Global_Services/job/IRL---Dublin/Financial-Reporting-Manager_R0033602-1/apply
EXCERPT: Manager, Financial Reporting Dublin 2, Dublin, Ireland SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisor...
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TITLE: Senior Software Engineer, Capacity & Efficiency
EMPLOYER: Robinhood Markets, Inc.
LOCATION: Bellevue, WA (unspecified)
SALARY: $196K-$230K
POSTED: 2026-01-14
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/7489675?t=gh_src=&gh_jid=7489675
EXCERPT: Senior Software Engineer, Capacity & Efficiency Bellevue, WA Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world's biggest financial problems. We're looking for bold thinkers. Sharp problem-solvers. Builders who are wired to make an impact. Robinhood isn't a place for complacency, it's where ambitious people do the best work of their careers. We're a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards. The Capacity & Efficiency Engineering team focuses on building software to manage, govern, and reduce Robinhood's AWS cloud spend. The team operates at the intersection of cloud infrastructure, data engineering, and FinOps, owning systems that attribute cloud costs to real consumers, detect spend anomalies, and surface actionable insights. This is a high-visibility team whose work directly impacts company-level cost efficiency and long-term scalability! As a Senior Software Engineer on the Capacity & Efficiency Engineering team, you will design and build systems that make cloud costs transparent, predictable, and controllable. You'll work closely with engineers, Data Science, and Infrastructure partners to develop tooling that detects inefficiencies, tracks over-provisioning, and enables teams
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bilingual Spanish
EMPLOYER: Bank of America Corporation
LOCATION: Dover (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Dover/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Dover-Main-Financial-Center_25002067
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bilingual Spanish Dover posted: Posted 30+ Days Ago
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TITLE: Financial Advisor
EMPLOYER: Regions Financial Corporation
LOCATION: Dawsonville, GA - Dawsonville Branch (Gainesville, GA) (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
PARENTAL_LEAVE_WEEKS: 12 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 6 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://regions.wd5.myworkdayjobs.com/Regions_Careers/job/Dawsonville-GA---Dawsonville-Branch-Gainesville-GA/Financial-Advisor_R103331
EXCERPT: Financial Advisor Dawsonville, GA - Dawsonville Branch (Gainesville, GA) posted: Posted 4 Days Ago
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TITLE: Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required
EMPLOYER: Bank of America Corporation
LOCATION: Windermere (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Windermere/Financial-Solutions-Advisor-Registration-Candidate---Windermere-Financial-Center---Bilingual-Fluency-in-Mandarin---English--Required_26015482
EXCERPT: Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required Windermere posted: Posted 30+ Days Ago
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TITLE: Financial Reporting Specialist
EMPLOYER: SEI Investments Company
LOCATION: Dublin 2, Dublin, Ireland (unspecified)
SALARY: Not disclosed
POSTED: 2026-01-07
K401_MATCH: yes (not source-backed)
APPLY_URL: https://seic.wd1.myworkdayjobs.com/SEI_Global_Services/job/IRL---Dublin/Financial-Reporting-Specialist_R0033584-1/apply
EXCERPT: Financial Reporting Specialist Dublin 2, Dublin, Ireland SEI Investments is a leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisor...
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TITLE: AVP, Recovery Systems Solutions (RSS) - Financial Systems Configuration
EMPLOYER: Synchrony Financial
LOCATION: 29 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://synchronyfinancial.wd5.myworkdayjobs.com/Careers/job/Alpharetta-Hub/AVP--Recovery-Systems-Solutions--RSS----Financial-Systems-Configuration_2601651-2
EXCERPT: AVP, Recovery Systems Solutions (RSS) - Financial Systems Configuration 29 Locations posted: Posted 3 Days Ago
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TITLE: Cashiering Support Associate
EMPLOYER: Robinhood Markets
LOCATION: Westlake, TX (unspecified)
SALARY: $20.4-$24/hr
POSTED: 2026-04-22
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/7768865?t=gh_src=&gh_jid=7768865
EXCERPT: Cashiering Support Associate 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 Cashiering team's mission is to ensure accurate, timely movement of funds across customer brokerage and retirement accounts while delivering a compliant, high-quality client experience. As a Cashiering Specialist, you will own high-volume cashiering workflows-from ACH and wires to checks and transfers-serving as a key operational link between advisors, clients, custodians, and internal partners. This role is based in our Chicago, IL, Clearwater, FL, or Westlake, TX office(s), with in-person attendance expected at least 3 days per week. At Robinhood, we believe in the power of in-person work to accelerate progress, spark innovation, and strengthen community. Our office experience is intentional, energizing, and designed to fully support high-performing teams. What you'll do You
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TITLE: Sr Solutions Architect, FSI, FSI
EMPLOYER: Amazon
LOCATION: Sydney, New South Wales, AUS (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
PARENTAL_LEAVE_WEEKS: 6 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 6 (not source-backed)
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
ADOPTION_ASSISTANCE_OFFERED: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
APPLY_URL: https://www.amazon.jobs/en/jobs/10445587/sr-solutions-architect-fsi-fsi
EXCERPT: Sr Solutions Architect, FSI, FSI Sydney, New South Wales, AUS AWS is seeking an experienced Senior Solutions Architect to provide expert guidance to our Financial Services customers. In this role, you will serve as a trusted advisor, helping Financial Services organizations optimize their adoption and leverage of AWS technologies. The ideal candidate will have deep expertise in the Financial Services industry, comprehensive knowledge of Financial Services applications and infrastructure, and a strong understanding of how cloud services can empower customers to Modernize their applications, migrate their data centers to AWS, and Accelerate the development of innovative industry solutions. As the Senior Solutions Architect, you will leverage your domain expertise to architect and deploy resilient, secure, and scalable cloud-based solutions that address the unique needs of Financial Services organizations. You will collaborate closely with customers to understand their business objectives, technical requirements, and compliance constraints, and then recommend the optimal AWS services and best practices to meet their goals. This is an exceptional opportunity for an experienced Solutions Architect who is passionate about driving cloud transformation in the Financial Services sector. Key job responsibilities Key job responsibilities * Customer Engagement: * Build strategic relationships with Financial Services customers * Understand their business challenges, technical needs, and compliance requirements * Deliver consultative guidance for cloud transformation initiatives * Technical Leadership: * Guide optimal adoption of AWS services * Design solutions for application modernization and cloud migration * Architect secure, resilient, and scalable cloud solutions * Lead implementation of industry-specific innovations * Solution
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TITLE: Senior Financial Advisor - Cottrelle & McVean, Brampton, ON
EMPLOYER: Bank of Nova Scotia
LOCATION: Brampton (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.scotiabank.com/job/Brampton-Senior-Financial-Advisor-Cottrelle-&-McVean%2C-Brampton%2C-ON-ON-L6P2Z8/602550317/
EXCERPT: Senior Financial Advisor - Cottrelle & McVean, Brampton, ON Brampton Requisition ID: 261730 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
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TITLE: Business Development Manager III - Financial Wellness Solutions
EMPLOYER: The PNC Financial Services Group, Inc.
LOCATION: 10 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-18
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pnc.wd5.myworkdayjobs.com/External/job/PA---Pittsburgh-15222/Business-Development-Manager-III---Financial-Wellness-Solutions_R216736-2
EXCERPT: Business Development Manager III - Financial Wellness Solutions 10 Locations posted: Posted 25 Days Ago
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TITLE: Business Development Manager - Financial Wellness Solutions
EMPLOYER: The PNC Financial Services Group, Inc.
LOCATION: TX - Houston (77056) (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pnc.wd5.myworkdayjobs.com/External/job/TX---Houston-77056/Financial-Wellness-Consultant_R213370-1
EXCERPT: Business Development Manager - Financial Wellness Solutions TX - Houston (77056) posted: Posted 30+ Days Ago
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TITLE: VP, Business Development Team
EMPLOYER: Vestwell
LOCATION: New York, NY | Austin, TX (unspecified)
SALARY: $110K-$125K
POSTED: 2026-05-28
APPLY_URL: https://job-boards.greenhouse.io/vestwell/jobs/7742592003
EXCERPT: VP, Business Development Team New York, NY | Austin, TX Vestwell is the financial technology company powering the new savings economy. Our platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and over 2M active savers, with over $50B in assets saved across all 50 states. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? The VP, Business Development Team, will be a key member of Vestwell's Sales leadership team in the Financial Advisor Channel, responsible for driving the efficiency, consistency, effectiveness of strategy, and growth of Vestwell's sales efforts. This role is designed for a strategic and hands-on leader who will collaborate closely with both BD and RVP teams to ensure alignment and effectiveness of delivery upon solutions, systems, and processes across the organization. WHAT WILL YOU BE DOING? Day-to-day you will also be expected to: Sales Strategy and Planning: - Collaborate with Sales leadership to develop and execute go-to-market strategies that align with company objectives and drive revenue growth. - Analyze market trends, competitive intelligence, and sales performance data to identify opportunities for process improvements and strategic shifts. - Partner with sales management and finance in the development of sales targets, quotas, and key performance indicators (KPIs) in alignment with overall company goals. - Partner with executive leadership and marketing to
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TITLE: Full Stack Engineer, Credit Cards & Banking
EMPLOYER: Robinhood Markets, Inc.
LOCATION: Bellevue, WA; Menlo Park, CA; New York, NY (unspecified)
SALARY: $172K-$230K
POSTED: 2026-03-18
K401_MATCH: yes (not source-backed)
MATCH_401K_PCT: 0
APPLY_URL: https://boards.greenhouse.io/robinhood/jobs/7490049?t=gh_src=&gh_jid=7490049
EXCERPT: Full Stack Engineer, Credit Cards & Banking Bellevue, WA; Menlo Park, CA; New York, NY Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you're ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role Robinhood's Credit Card & Banking Product Engineering team conceptualizes, designs and builds our entire customer-facing product: from mobile application to underlying backend systems. Team members are trusted with full ownership over our innovative features and drive them from design to launch. We are looking for a full stack engineer with mobile experience, who is passionate about creating unparalleled user-facing products as we scale our 5 star standalone Credit Card & Banking application to the next level. Join us - you will have exceptional peers, autonomy and ownership over product features in a dynamic and sophisticated environment, and an opportunity to deliver immediate impact to millions of potential customers. What you'll do - Build and launch major new features that power Robinhood's flagship credit card and Banking product. - Ship new code to production on Day 1 - Collaborate with a team of exceptional full stack engineers who challenge and inspire you to reach beyond your potential. - Absorb your next two years' worth of experience in your first 6 months as you
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TITLE: Structured Finance Associate - Global Financial Solutions
EMPLOYER: Mitsubishi UFJ Financial Group,Inc.
LOCATION: New York, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://mufgub.wd3.myworkdayjobs.com/MUFG-Careers/job/New-York-NY/Structured-Finance-Associate---Global-Financial-Solutions_10076852-WD
EXCERPT: Structured Finance Associate - Global Financial Solutions New York, NY posted: Posted 10 Days Ago
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TITLE: Financial Advisor
EMPLOYER: M&T Bank Corporation
LOCATION: Tonawanda, NY (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://mtb.wd5.myworkdayjobs.com/MTB/job/Tonawanda-NY/Financial-Advisor_R84724-1
EXCERPT: Financial Advisor Tonawanda, NY posted: Posted 2 Days Ago
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TITLE: DTC Payments Analyst - Financial Solutions
EMPLOYER: Warner Bros. Discovery
LOCATION: Warsaw, Masovian, Poland (unspecified)
SALARY: Not disclosed
POSTED: 2026-04-24
K401_MATCH: yes (not source-backed)
APPLY_URL: https://warnerbros.wd5.myworkdayjobs.com/global/job/Warsaw-166-Wiertnicza-TVN/Payments-Analyst---DTC-Financial-Solutions_R000099212/apply
EXCERPT: DTC Payments Analyst - Financial Solutions Warsaw, Masovian, Poland Warner Bros. Discovery (WBD) is seeking a data-driven Payments Analyst to join the Payments - Financial Solutions team. This role focuses on leveraging data analytics to optimize payment performance,...
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TITLE: Processor Account Servicing and Maintenance - Australian Cards and Loans
EMPLOYER: HSBC Holdings plc
LOCATION: Quezon, National Capital Region (NCR), Philippines (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://portal.careers.hsbc.com/careers/job/563774611258741
EXCERPT: Processor Account Servicing and Maintenance - Australian Cards and Loans Quezon, National Capital Region (NCR), Philippines
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee: Pecos Financial Center, Bilingual Spanish required
EMPLOYER: Bank of America Corporation
LOCATION: Las Vegas (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-05
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Las-Vegas/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee--Sahara-Nellis-Banking-Center--bilingual-Spanish-required_26009946-2
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee: Pecos Financial Center, Bilingual Spanish required Las Vegas posted: Posted 7 Days Ago
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TITLE: Associate Financial Advisor/Financial Advisor
EMPLOYER: Raymond James Financial, Inc.
LOCATION: BC-Vancouver (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=655561&lang=en
EXCERPT: Associate Financial Advisor/Financial Advisor BC-Vancouver
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TITLE: Specialist I, Financial Reporting
EMPLOYER: SEI Investments Company
LOCATION: Oaks, Pennsylvania, United States of America (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://seic.wd1.myworkdayjobs.com/SEI_Global_Services/job/USA---PA---Oaks/Specialist-I--Financial-Reporting_R0036445/apply
EXCERPT: Specialist I, Financial Reporting Oaks, Pennsylvania, United States of America SEI is leading global provider of asset management and investment technology solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluen...
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TITLE: Financial Solutions Operations
EMPLOYER: TD Synnex
LOCATION: Bogota, Distrito Capital de Bogotá, Colombia (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-14
K401_MATCH: yes (not source-backed)
APPLY_URL: https://synnex.wd5.myworkdayjobs.com/tdsynnexcareers/job/Bogota-Colombia/Financial-Solutions-Operations_R50750/apply
EXCERPT: Financial Solutions Operations Bogota, Distrito Capital de Bogotá, Colombia Embrace the role of a Financial Solutions Operations Specialist, supporting sales and managing back-office processes for financial transactions. Leverage your data entry, document review, and customer engagement skills to ensure accuracy and efficiency. Grow your career in a dynamic environment with opportunities for professional development and impactful collaboration.
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TITLE: Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC
EMPLOYER: Bank of America Corporation
LOCATION: Winston Salem (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-02
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Winston-Salem/Advisor-Development-Program---Morganton-Financial-Solutions-Advisor-Trainee---Financial-Center---Winston-Salem--NC_25037398
EXCERPT: Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC Winston Salem posted: Posted 10 Days Ago
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TITLE: Senior Finance Opportunities
EMPLOYER: Severn Trent
LOCATION: Coventry (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
APPLY_URL: https://www.careers.severntrent.com/job/Coventry-Senior-Finance-Opportunities-Engl/1361574857/
EXCERPT: Senior Finance Opportunities Coventry At Severn Trent, our people are at the heart of everything we do. We're in the top 5% of utility companies worldwide when it comes to employee engagement. Join us in making a positive impact on the environment and our communities, while being valued and supported in a truly inclusive workplace. If you want to do more, because you care, we want you on our team. Expression of interest for Senior Finance roles Based at our Head Office in Coventry Speculative applications / talent pooling Severn Trent PLC is a leading FTSE 100 company with a market cap of c£7.5bn. Our 'Purpose' is taking care of one of life's essentials and we do this by providing clean water and wastewater services and developing renewable energy solutions through our regulated and non-regulated businesses. We're always on the lookout for talented individuals to join our dynamic and forward-thinking Finance team. As a key strategic partner to the business, our Finance function plays a critical role in driving decision-making by delivering accurate, timely, and insightful information. From investment planning to operational performance and long-term strategy, Finance is at the heart of everything we do If you're based in the Midlands and bring senior-level finance experience, we'd love to hear from you! Please submit your CV and we'll be in touch when the time is right ABOUT US At Severn Trent, we're proud to have our entire finance function housed at our head office in Coventry, bringing together over 200
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TITLE: Junior Banker Lead
EMPLOYER: Citigroup Inc.
LOCATION: BERTRANGE, Luxembourg (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://citi.eightfold.ai/careers/job/859035577393
EXCERPT: Junior Banker Lead BERTRANGE, Luxembourg
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TITLE: Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish Preferred
EMPLOYER: Bank of America Corporation
LOCATION: Oklahoma City (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-27
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Oklahoma-City/Advisor-Development-Program---Financial-Solutions-Advisor-Trainee---Capitol-Hill-Financial-Center---Bilingual-Spanish-Preferred_26018401
EXCERPT: Advisor Development Program - Financial Solutions Advisor Trainee - Capitol Hill Financial Center - Bilingual Spanish Preferred Oklahoma City posted: Posted 16 Days Ago
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TITLE: Wealth Planner
EMPLOYER: Bank of America Corporation
LOCATION: Tacoma (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Tacoma/Wealth-Planner_26019681
EXCERPT: Wealth Planner Tacoma posted: Posted 2 Days Ago
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TITLE: Lead Financial Planning Analyst- Workplace Solutions
EMPLOYER: Vanguard
LOCATION: Location not specified (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
APPLY_URL: https://www.vanguardjobs.com/job/23449245/lead-financial-planning-analyst-workplace-solutions-malvern-pa/
EXCERPT: Lead Financial Planning Analyst- Workplace Solutions Location not specified
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TITLE: Account Operations Lead
EMPLOYER: Robinhood Markets
LOCATION: Denver, CO; Westlake, TX (unspecified)
SALARY: $58K-$68K
POSTED: 2026-04-27
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/7804768?t=gh_src=&gh_jid=7804768
EXCERPT: Account Operations Lead Denver, CO; 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 Account Operations team is responsible for ensuring accurate, compliant, and timely handling of customer account activity across the brokerage lifecycle. This team supports account onboarding, maintenance, restrictions, and asset movements while partnering closely with teams such as Customer Experience, Risk, Compliance, Legal, and Brokerage Operations. The work directly supports customer trust by ensuring account actions are handled correctly and consistently. We focus on precision, accountability, and continuous improvement to support scale and quality outcomes! As an Account Operations Lead, you will review and process complex account workflows while ensuring compliance with regulatory requirements and internal policies. You will handle sensitive account scenarios, resolve escalations, and maintain high standards for accuracy
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TITLE: Account Manager - Financial Wellness Solutions - Large Corporate and Vertical
EMPLOYER: The PNC Financial Services Group, Inc.
LOCATION: 9 Locations (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-18
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pnc.wd5.myworkdayjobs.com/External/job/TX---Houston-77056/Account-Manager---Financial-Wellness-Solutions---Large-Corporate-and-Vertical_R216743-1
EXCERPT: Account Manager - Financial Wellness Solutions - Large Corporate and Vertical 9 Locations posted: Posted 25 Days Ago
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TITLE: Finance and Strategy Analyst
EMPLOYER: Stripe
LOCATION: Dublin OR London (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=7963763
EXCERPT: Finance and Strategy Analyst Dublin OR London 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 The 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. What you'll do We're looking for a Finance and Strategy Analyst to join our growing team. You will support the forecasting, budgeting, and reporting for various departments - accurately and in a timely manner - and deliver improvements in our integrated financial systems, working alongside business partners, financial colleagues, and engineers. This role is based in Dublin or London. Responsibilities Partner closely with business leaders to drive successful outcomes Leverage your financial background to support and influence key strategic and business decisions Serve as the financial partner for your business teams on analysis and evaluation of strategic projects and initiatives (e.g. foundational investments or business model shifts) Design and
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TITLE: Experienced Associate_OneStream Implementation_Finance Solutions
EMPLOYER: PricewaterhouseCoopers International Limited
LOCATION: Bangalore, India (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-22
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pwc.wd3.myworkdayjobs.com/CRM_Experienced_Careers_Site/job/Bangalore/Experienced-Associate-OneStream-Implementation-Finance-Solutions_718046WD/apply
EXCERPT: Experienced Associate_OneStream Implementation_Finance Solutions Bangalore, India Join us as an Associate, OneStream Implementation (Finance Solutions) and drive impactful financial technology projects. Collaborate with clients and teams to deliver innovative solutions, enhance reporting processes, and support financial operations. Grow your expertise in OneStream, financial reporting, and compliance while making a real difference in finance consulting.
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TITLE: Advisor Development Program - SOUTHWEST FLORIDA COAST Financial Solutions Advisor Trainee: Financial Center - Fort Myers, FL
EMPLOYER: Bank of America Corporation
LOCATION: Cape Coral (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Cape-Coral/Advisor-Development-Program---SOUTHWEST-FLORIDA-COAST-Financial-Solutions-Advisor-Trainee---Financial-Center---Fort-Myers--FL_26009789
EXCERPT: Advisor Development Program - SOUTHWEST FLORIDA COAST Financial Solutions Advisor Trainee: Financial Center - Fort Myers, FL Cape Coral posted: Posted 30+ Days Ago
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TITLE: Investment Analyst
EMPLOYER: Titan
LOCATION: New York | OnSite (onsite)
SALARY: Not disclosed
POSTED: 2026-06-04
APPLY_URL: https://jobs.ashbyhq.com/titan/77c2dfd9-a46e-4dbd-bc92-e87738c2bf91
EXCERPT: Investment Analyst New York | OnSite About Titan Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country. Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. - Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights. - Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. - Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. - Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day). - Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner. - World-Class Investors: We're backed by top investors who
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TITLE: Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred)
EMPLOYER: Bank of America Corporation
LOCATION: Durham (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-27
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Durham/Advisor-Development-Program---Carolina-East-Financial-Solutions-Advisor-Trainee---Financial-Center---Durham--NC--Spanish-Speaking-Preferred-_26018405
EXCERPT: Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred) Durham posted: Posted 16 Days Ago
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TITLE: Investment Specialist II
EMPLOYER: SoFi
LOCATION: United States (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-11
NON_BIRTH_PARENT_LEAVE_WEEKS: 12 (not source-backed)
APPLY_URL: https://sofi.com/careers/job/7768909003?gh_jid=7768909003
EXCERPT: Investment Specialist II United States Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we're changing the way people think about and interact with personal finance. We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we're at the forefront. We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Who we are We're a next-generation fintech company on a mission to help our members achieve financial independence to realize their ambitions-whether that's buying a house, starting a family, or becoming debt free. We aim to be at the center of our members' financial lives, so they can get their money right. By joining SoFi, you'll help shape a brighter financial future for our 1.8+ million members-using innovative, mobile-first technology to transform an industry that hasn't changed in decades. With offices across the United States and abroad, we're one of the fastest growing companies in fintech-offering the agility of a start-up with the stability of seasoned management and dynamic, passionate employees. Join us to invest in yourself, your career, and the financial world. The role As a SoFi Investment Specialist, you will work with existing SoFi members
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TITLE: Wealth Management & Private Banking
EMPLOYER: Citizens Financial Group
LOCATION: Location not specified (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
K401_MATCH: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
APPLY_URL: https://jobs.citizensbank.com/wealth
EXCERPT: Wealth Management & Private Banking Explore Wealth Management Careers at Citizens Skip to main content Menu Life at Citizens Overview Benefits Community Explore Citizens Growing at Citizens Our Culture of Inclusion Career Areas Overview Business Banking Commercial Banking Corporate Data & Analytics Fraud Mortgage Retail Technology, Security & Digital Wealth Management & Private Banking Job Seeker Resources Students & Graduates Stay Connected Alumni Returning Users Current Colleagues Saved Jobs 1 Search Keyword Location Search radius Select Miles 5 miles 15 miles 25 miles 35 miles 50 miles Search Ready to plan with confidence Wealth Management & Private Banking Careers Welcome to a place where legacy meets innovation. We were founded nearly 200 years ago, but our past only fuels us to keep pushing the possible. At Citizens, when clients ask, “Can you?”, the unequivocal response is, “We can.” With fiscal strength and stability, a robust suite of products and services, access to global research and asset class capabilities, and a client-centric culture, we're a trusted advisor at every turn, to help clients seize every opportunity. There's never been a better time to bring your career to Citizens. Join one of the nation's largest financial institutions to build the next generation of wealth management and private banking with us. View Opportunities “ What is unique about Citizens is that they have several catalysts for growth. " - Read our cover story in Bank Director Magazine Total Assets $226.4B (as of 12/31/25) Deposits: $183.3B (as of 12/31/25) Read more in our 2025
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TITLE: Wealth Advisor, Associate
EMPLOYER: Titan
LOCATION: New York (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-04
APPLY_URL: https://jobs.ashbyhq.com/titan/ac6de55c-055f-4e43-b9dc-2e8eeec6489d
EXCERPT: Wealth Advisor, Associate New York About Titan Titan is an award-winning wealth manager with a mission to increase our generation's compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they're available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country. Why Join Titan For the right person, we believe Titan will be one of the most rewarding jobs they ever have. - Ambitious Vision: When we put private wealth management in every pocket, we'll make a legacy-defining impact in growing our generation's wealth to new heights. - Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day. - Disproportionate Impact: We're still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter. - Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you'll see our founders in office every day). - Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner. - World-Class Investors: We're backed by top investors who share
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TITLE: Universal Banker - Broad & Libbie
EMPLOYER: Truist Financial Corporation
LOCATION: Richmond, VA (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
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/Richmond-VA/Universal-Banker---Broad---Libbie_R0114363
EXCERPT: Universal Banker - Broad & Libbie Richmond, VA posted: Posted 3 Days Ago
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TITLE: Senior Solutions Sales Specialist, Fraud & Financial Crime Compliance
EMPLOYER: SAS Institute Inc.
LOCATION: Sydney, UNAVAILABLE, AU; Melbourne, UNAVAILABLE, AU (hybrid)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://global-sas.icims.com/jobs/41837/senior-solutions-sales-specialist,-fraud-&-financial-crime-compliance/job
EXCERPT: Senior Solutions Sales Specialist, Fraud & Financial Crime Compliance Sydney, UNAVAILABLE, AU; Melbourne, UNAVAILABLE, AU Senior Solutions Sales Specialist - Fraud & Financial Crime Compliance Hybrid | Based in Sydney or Melbourne We're a leader in data and AI. Through our software and services, we inspire customers around the world to transform data into intelligence - and questions into answers. If you're looking for a dynamic, fulfilling career with flexibility and a world-class employee experience, you'll find it here. We're recognized around the world for our inclusive, meaningful culture and innovative technologies by organizations like Fast Company, Forbes, Newsweek and more. About the job It takes a unified approach to fight fraud, achieve compliance and preserve security - and SAS is a global leader in this space. The ANZ Financial Services Sales Team are seeking an experienced Solutions Sales Specialist to lead on direct sales of our award-winning SAS Fraud & Financial Crime Compliance solutions in Australia and New Zealand with a strong weighting to financial services industry. In this role, you will bring deep product and industry expertise to identify, develop and close complex engagements with large financial services institutions. As a Sr Solutions Sales Specialist, you will: Develop and execute business development plan for SAS Fraud & Financial Crime Compliance solutions portfolio to generate revenue in line with current organization and individual targets, efforts including but not limited to uncovering business needs, initiating/ supporting GTM activities, helping integrate an
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TITLE: IT Financial Solutions Operations Analyst
EMPLOYER: Applied Materials
LOCATION: Austin,TX (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://amat.wd1.myworkdayjobs.com/External/job/AustinTX/IT-Financial-Solutions-Operations-Analyst_R2613618
EXCERPT: IT Financial Solutions Operations Analyst Austin,TX posted: Posted 30+ Days Ago
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TITLE: Wealth Planning Associate
EMPLOYER: Flagstar BANK National Association
LOCATION: New York/1400 Broadway/114025 (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-30
APPLY_URL: https://flagstar.wd5.myworkdayjobs.com/flagstar/job/New-York1400-Broadway114025/Wealth-Planning-Associate_19730
EXCERPT: Wealth Planning Associate New York/1400 Broadway/114025 New York/1400 Broadway/114025
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TITLE: Certified Financial Planner - Retirement Solutions
EMPLOYER: Nationwide Mutual Insurance Company
LOCATION: Location not specified (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-10
K401_MATCH: yes (not source-backed)
APPLY_URL: https://nationwide.wd1.myworkdayjobs.com/Nationwide_Career/job/California/Certified-Financial-Planner---Retirement-Solutions_097884
EXCERPT: Certified Financial Planner - Retirement Solutions Location not specified posted:
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TITLE: ServiceNow Solution Architect – Financial Workflows
EMPLOYER: McKesson Corporation
LOCATION: CAN, ON, Mississauga (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-27
K401_MATCH: yes (not source-backed)
APPLY_URL: https://mckesson.wd3.myworkdayjobs.com/External_Careers/job/CAN-ON-Mississauga/ServiceNow-Solution-Lead-Financial-Workflows_JR0146701
EXCERPT: ServiceNow Solution Architect – Financial Workflows CAN, ON, Mississauga posted: Posted 16 Days Ago
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TITLE: Senior Solutions Consultant - Financial Services
EMPLOYER: Workiva Inc
LOCATION: Amsterdam (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://workiva.wd503.myworkdayjobs.com/Careers/job/Amsterdam/Solutions-Consultant---Financial-Services_R11411
EXCERPT: Senior Solutions Consultant - Financial Services Amsterdam posted: Posted 30+ Days Ago
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TITLE: Business Support Analyst I
EMPLOYER: Pennymac Financial Services INC
LOCATION: Tampa, Florida (unspecified)
SALARY: $50K-$75K
POSTED: 2026-04-23
APPLY_URL: https://careers-pennymac.icims.com/jobs/38378/login
EXCERPT: Business Support Analyst I Tampa, Florida PENNYMAC Pennymac (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 Business Support Analyst assists in managing a broad variety of departmental operations and administrative activities including staff management, departmental events, special projects, strategic planning process and initiatives, and conducting data integrity, compliance, and operational efficiency analysis and reporting. As the Business Analyst, you will provide broad administrative support to the division head and direct reports for Strategic Planning initiatives. The Business Support Analyst will: Create produce and report on applicable metrics and key performance indicators Create and produce regular compliance reports that serve to hold the division accountable for meeting defined targets Source, coordinate and manage all off-site and special events Serve as a point person to interact with internal and external clients to facilitate various complex projects and presentations Provide overall administrative support for Executive leaders including, meeting management, expense reports, travel, mail, space planning and coordinating moves, etc. Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What
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TITLE: Senior Financial Analyst
EMPLOYER: Verra Mobility Corp
LOCATION: AZ_Mesa_HQ (unspecified)
SALARY: Not disclosed
POSTED: 2026-02-17
K401_MATCH: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/verramobility/jobs/4649650006
EXCERPT: Senior Financial Analyst AZ_Mesa_HQ Position Overview: The Senior Financial Analyst plays a critical role in supporting strategic decision-making by providing detailed financial analysis, forecasting, and reporting for the Commercial Services business unit. This individual will leverage their financial modeling skills, business acumen, leadership, curiosity, and communication skills to provide insights and clarity around financial performance and projections. This position will report to the Director, Finance and will partner with cross-functional teams to deliver actionable insights that drive business performance, ensure financial integrity, and enable data-informed decisions. Essential Responsibilities: - Develop and maintain driver-based financial models to support budgeting, forecasting, and long-range planning - Prepare monthly, quarterly, and annual financial packages with variance analysis and actionable insights - Collaborate with department leaders (Sales, Operations, HR, Supply Chain) to understand financial impacts and optimize outcomes - Conduct sensitivity analyses and what-if scenarios to evaluate investments, pricing, and resource allocations - Identify margin improvement opportunities, track KPIs, and support continuous improvement initiatives - Ensure accuracy of financial data, align with US GAAP and company policies, and support internal/external audits as needed - Leverage ERP and BI tools (e.g., Oracle/PBCS, Power BI/Tableau) to automate reporting and enhance insights Qualifications: - Bachelor's in Finance, Accounting, Economics, or related field; MBA or CPA a plus - 5-7 years in FP&A or financial analysis roles with progressive responsibility - Advanced Excel skills (nested formulas, Power Query, Power Pivot), detailed financial modeling (3-statement models), and proficiency with ERP/BI tools; SQL skills highly preferred - Strong presentation and communication
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TITLE: Head of Liquidity and Planning Analysis
EMPLOYER: Legal & General
LOCATION: London, England, United Kingdom (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://jobs.smartrecruiters.com/LegalAndGeneral/744000131669591-head-of-liquidity-and-planning-analysis
EXCERPT: Head of Liquidity and Planning Analysis London, England, United Kingdom Company Description: Legal & General (L&G) is a leading UK financial services group and major global investor. We've been safeguarding people's financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders. We are one of the world's largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income. Our Group Functions provide the services that all areas of the business need. This requires a talented and diverse team behind the scenes, who enable everyone at L&G to do what they do best. Joining us means helping to improve the lives of our customers and contributing to the success of the business every day. Job Description: We're looking for a Head of Liquidity Planning and Analysis to join our Group Treasury function. As Head of Liquidity Planning and Analysis you will have the rare opportunity to build and embed a Group-wide framework that improves how liquidity is forecast, understood and managed across the business. As well as taking on longer term responsibility for the ongoing operating model that is used. You will leverage your expertise to support an evolving liquidity and cash position by combining strong technical judgement with practical delivery, stakeholder influence and team leadership. This is a
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TITLE: Financial Solutions Advisor - North OC
EMPLOYER: Bank of America Corporation
LOCATION: Placentia (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Placentia/Financial-Solutions-Advisor---North-OC_26014195
EXCERPT: Financial Solutions Advisor - North OC Placentia posted: Posted 30+ Days Ago
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TITLE: Financial Solutions-Senior Associate
EMPLOYER: State Street Corporation
LOCATION: Mumbai (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
APPLY_URL: https://statestreet.wd1.myworkdayjobs.com/Global/job/Mumbai/Financial-Solutions-Senior-Associate_R-791942
EXCERPT: Financial Solutions-Senior Associate Mumbai posted: Posted 3 Days Ago
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TITLE: Financial Solutions Advisor - Pittsburgh Market
EMPLOYER: Bank of America Corporation
LOCATION: Pittsburgh (unspecified)
SALARY: Not disclosed
POSTED: 2026-06-08
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Pittsburgh/Financial-Solutions-Advisor---Pittsburgh-Market_26017531
EXCERPT: Financial Solutions Advisor - Pittsburgh Market Pittsburgh posted: Posted 4 Days Ago
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TITLE: Trading System Support Analyst
EMPLOYER: Belvedere Trading
LOCATION: Chicago, Illinois (unspecified)
SALARY: Not disclosed
POSTED: 2026-01-06
APPLY_URL: https://jobs.lever.co/belvederetrading/eb9c5b0b-7da2-4b52-9f74-76c061119270
EXCERPT: Trading System Support Analyst Chicago, Illinois Belvedere Trading is a leading proprietary trading firm proudly headquartered in downtown Chicago. Our traders work hard to provide liquidity to the market through their market-making activities and are the masters of a diverse set of commodities, interest rates, exchange-traded funds (ETF), and equity index options. From the beginning, we began iteratively investing in our proprietary technology and committing to building our systems from the ground up. Our trading models and software systems are continually re-engineered, optimized, and maintained to stay on top of the industry. This wouldn't be possible without the dedicated efforts of our technology teams who utilize and perfect our innovative technology solutions. Our Intel team focuses on delivering high-quality technology solutions to our core and affiliated groups. We go all-out to understand and support end-user needs, leverage data to gauge effectiveness, and advance our trading infrastructure by developing cutting edge and mission-critical support for our trading platform and applications. We look for passionate team members that excel and their contribution is critical to our continued success. We are seeking a Trading System Support Analyst (TSSA) to join our team. This position offers an opportunity to learn Belvedere's proprietary technology and trading operations in a challenging, fast-paced setting. The ideal candidate will be a self-starter with strong technical knowledge and exceptional communication skills. You will need proficiency in troubleshooting and information gathering to help peers and developers resolve complex issues. Our teams provide around-the-clock support to facilitate fast issue resolution for
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TITLE: Finance & Strategy Senior Analyst
EMPLOYER: Robinhood Markets, Inc.
LOCATION: Menlo Park, CA (unspecified)
SALARY: $111K-$130K
POSTED: 2026-05-14
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/7456663?t=gh_src=&gh_jid=7456663
EXCERPT: Finance & Strategy Senior 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. The Finance & Strategy team partners closely with Finance leadership and teams across Product, Engineering, Recruiting, Procurement, and Accounting to guide key business decisions. The team focuses on financial planning, investment analysis, and portfolio performance tracking to support strategic initiatives, including venture fund activities. The work centers on developing clear financial insights that help leadership understand performance trends and evaluate opportunities. The team values thoughtful analysis, clear communication, and strong collaboration across functions! As a Finance & Strategy Senior Analyst, this role supports venture fund initiatives through financial modeling, portfolio analysis, and planning and reporting processes. The position works closely with senior leaders to deliver data-driven insights that inform capital
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TITLE: Financial Solutions Advisor - Center Gate
EMPLOYER: Bank of America Corporation
LOCATION: Sarasota (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ghr.wd1.myworkdayjobs.com/lateral-us/job/Sarasota/Financial-Solutions-Advisor---Center-Gate_25032455-2
EXCERPT: Financial Solutions Advisor - Center Gate Sarasota posted: Posted 30+ Days Ago
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TITLE: Senior 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/5151564007?gh_jid=5151564007
EXCERPT: Senior 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 passionate about improving the global economy by facilitating risk transfer and restoring order to prices. At TransMarket Group you will be called on to work with teammates to eliminate inefficiencies and manage risk in the world's financial markets. Our Senior Traders benefit from the resources and scale that our group can provide with its strong team and robust capital base to grow your effective trading strategy to the next level. The ideal candidate will have proven success and discipline in their trading strategies, a niche expertise, and excellent risk assessment and management. Responsibilities - Utilize expertise in relative value market fundamentals, quantitative modeling, and risk management - Build and
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TITLE: Strategic Finance (Hybrid)
EMPLOYER: Homebase
LOCATION: Toronto | Hybrid | San Francisco | Remote (hybrid)
SALARY: Not disclosed
POSTED: 2026-06-10
APPLY_URL: https://jobs.ashbyhq.com/homebase/93546ea7-f885-4fc0-afb8-01fefa283bd6
EXCERPT: Strategic Finance (Hybrid) Toronto | Hybrid | San Francisco | Remote Hi, Future Homie! At Homebase, you'll join a team that's bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real-world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team. We're not just building an app-we're building unstoppable teams. So what do you say, are you in? 📍Your Impact Starts Here We're looking for a Strategic Finance Associate who's passionate about helping shape business priorities and influence company strategy through data-driven decision-making. As a key member of the Strategic Finance team, you'll partner closely with senior leaders and play a critical role in forecasting, financial reporting, and driving the business forward. These are the key ways you'll contribute and create impact in this role: Financial Modeling & Forecasting - Own and evolve the company's integrated financial model supporting driver-based planning, forecasts, scenario analysis, and long-range planning. - Develop and maintain comprehensive revenue forecasting models across assigned product lines, partnering closely with GTM leaders to align assumptions and execution SaaS Metrics Performance Analysis & Reporting - Support tracking and analysis of core SaaS metrics, including ARR growth, retention (NRR/GRR), LTV/CAC, and burn efficiency, translating metrics into insights - Prepare clear and concise financial summaries and insights for business reviews and Board-level materials. Business Partnership & Spend Management - Serve as a trusted finance partner to functional and operational
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TITLE: Associate - Financial Services & Solutions
EMPLOYER: The Procter & Gamble Company
LOCATION: Taguig City (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-28
PARENTAL_LEAVE_WEEKS: 8 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 8 (not source-backed)
K401_MATCH: yes (not source-backed)
APPLY_URL: https://pg.wd5.myworkdayjobs.com/1000/job/Taguig-City/Associate---Financial-Services---Solutions_R000141822
EXCERPT: Associate - Financial Services & Solutions Taguig City posted: Posted 15 Days Ago
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TITLE: Credit Policy & Decisioning Analyst
EMPLOYER: Reach
LOCATION: New York, NY (unspecified)
SALARY: $120K-$150K
POSTED: 2026-06-09
K401_MATCH: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
APPLY_URL: https://job-boards.greenhouse.io/reach/jobs/8584446002
EXCERPT: Credit Policy & Decisioning Analyst New York, NY Compensation: $120,000-150,000 + bonus What is Reach Financial? Reach Financial is a FinTech platform helping people outsmart debt for good. We are building innovative products and best-in-class support that enable our customers to take control of their debt and de-mystify their personal finances. Our products and tools empower our customers to turn their financial goals into a reality. Reach Financial launched in 2015 and has helped our customers pay off over $1 billion in debt. We offer debt consolidation loans and personal loans; together, these markets represent a $1.5T opportunity. In time, we will expand beyond these products to offer solutions for a variety of our customers' personal finance challenges. We are a fast-growing and fast-paced FinTech startup with the stability of an established firm. You will have a front-row seat at a rapidly growing company innovating the FinTech industry. About the Department: Reach Financial's Risk and Decision Science team consists of a group of Data Scientists and Analytics Professionals covering all the lending products. We are passionate about data and cutting-edge technology. Our goal is to leverage the data to drive the business growth agenda. The Risk and Decision Science team works cross functionally with other business units to ideate, hypothesize, analyze and test, formalize, implement, maintain, and track progresses for all initiatives. Role Summary: We are seeking a highly technical, detail-oriented, and extremely organized Credit Policy & Decision Engine Analyst to drive the implementation, testing, and optimization of credit policies
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TITLE: Financial Strategies Analyst
EMPLOYER: Hilltop Holdings INC
LOCATION: Memphis, TN, United States (onsite)
SALARY: Not disclosed
POSTED: 2026-03-17
K401_MATCH: yes (not source-backed)
APPLY_URL: https://ejlu.fa.us2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/HilltopHoldingsAllJobs/job/31826
EXCERPT: Financial Strategies Analyst Memphis, TN, United States HilltopSecurities is looking to hire a FST Analyst. The qualified FST Analyst will join a rapidly growing strategies team by supporting fixed-income analytics and reporting. This on-site role requires meticulous attention to detail, strong financial acumen, and critical thinking to automate workflows, validate data, and deliver professional client materials. The ideal candidate thrives in a fast‑paced, detail‑driven environment, takes ownership of deliverables, and is comfortable supporting senior strategists and external clients with minimal hand‑holding. Prepare and quality-check daily/weekly portfolio, performance, and exposure reports; log, track, and resolve discrepancies with documented root-cause notes. Processing of Profit/Risk Manager (ALM and Forecasting) and Portfolio Manager (accounting) models for assigned financial institutions, ensuring accurate execution, quality control, and timely delivery of analytics. Support new client onboarding, including data intake, system setup, and walkthroughs of Balance Sheet Strategy. Provide client‑facing support, troubleshooting issues, offering technical guidance, and delivering ongoing assistance. Perform balance sheet and investment portfolio analysis to inform strategy (funding mix, duration positioning, liquidity impacts), and proactively surface insights and risks to internal and external clients. Engage professionally with internal teams and clients: join meetings, capture action items, and follow through on deliverables. Create client-ready slides and memos that present complex topics clearly and professionally; proofread for accuracy, consistency, and target objectives. Collaborate with Financial Strategy Team (FST) Analysts through knowledge‑sharing, training support, recurring team activities, and timely handling of ad‑hoc requests. Contribute to SOPs (standard operating procedures), data dictionaries, and documentation that support scale, onboarding, and
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TITLE: Global Financial Crime, Issues Management - Data Management Solutions, Vice President
EMPLOYER: Mitsubishi UFJ Financial Group,Inc.
LOCATION: Irving, TX (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-12
K401_MATCH: yes (not source-backed)
APPLY_URL: https://mufgub.wd3.myworkdayjobs.com/MUFG-Careers/job/Irving-TX/Vice-President---Data-Management-Solutions_10075903-WD
EXCERPT: Global Financial Crime, Issues Management - Data Management Solutions, Vice President Irving, TX posted: Posted 30+ Days Ago
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TITLE: Senior Financial Analyst , Global Finance Solutions (GFS)
EMPLOYER: Amazon
LOCATION: Heredia, Heredia, CRI (unspecified)
SALARY: Not disclosed
POSTED: 2026-05-04
PARENTAL_LEAVE_WEEKS: 6 (not source-backed)
NON_BIRTH_PARENT_LEAVE_WEEKS: 6 (not source-backed)
K401_MATCH: yes (not source-backed)
FERTILITY_FAMILY_BUILDING_BENEFITS: yes (not source-backed)
ADOPTION_ASSISTANCE_OFFERED: yes (not source-backed)
MENTAL_HEALTH_SUPPORT: yes (not source-backed)
CHILDCARE_SUBSIDY: yes (not source-backed)
APPLY_URL: https://www.amazon.jobs/en/jobs/10410554/senior-financial-analyst-global-finance-solutions-gfs
EXCERPT: Senior Financial Analyst , Global Finance Solutions (GFS) Heredia, Heredia, CRI Amazon is a US-based multinational electronic commerce company headquartered in Seattle, Washington. Amazon.com started as an online bookstore, but soon diversified into many other categories, with a vision to be earth's most customer-centric company & to build a place where people can come to find and discover anything they might want to buy online. Global Financial Services (GFS) team is a fast-paced, team-focused, dynamic environment and delivering great experiences for our customers is top priority. We are looking for a Financial Analyst II (individual contributor) to perform business-specific Financial Planning & Analysis activities in support of a partner financial organization. This person will own the Operating Expense (OpEx) and Headcount (HC) planning, forecasting, and reporting processes, serving as the primary finance point of contact for the supported organization. The successful candidate will analyze workload drivers to assess headcount needs, ensuring staffing plans are aligned with business demand and operational goals. They will be responsible for monitoring and enforcing budget adherence, proactively identifying risks and opportunities to ensure the organization operates within its approved financial plan. This person will build financial and operational reports that influence decision-making and will develop actionable insights that enable leadership to make informed, data-driven decisions. This person will become the trusted business advisor by sharing findings with business leaders, supporting them by providing data analysis and business insights. They will partner closely with business leaders to translate financial data into clear narratives that drive strategic
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