Financial Advisor Jobs

ABOUT BASETEN Baseten powers mission-critical inference for the world's most dynamic AI companies, like Cursor, Notion, OpenEvidence, Abridge, Clay, Gamma and Writer. By uniting applied AI research, flexible infrastructure, and seamless developer tooling, we enable companies operating at the frontier of AI to bring cutting-edge models into production. We're growing quickly and recently raised our $1.5B Series F , led by Altimeter Capital, Conviction Partners, and Spark Capital. Join us and help build the platform engineers turn to to ship AI products. THE ROLE We’re looking for an Enterprise Account Executive to help build and scale Baseten’s Enterprise go-to-market motion. You’ll own new business in verticals where AI adoption is accelerating including enterprise software, financial services, and big tech. This is a high-autonomy role where you’ll contribute directly to our Enterprise GTM strategy—identifying new use cases within your verticals, winning lighthouse customers that become references for their industries, and feeding signal back to product and engineering to shape our roadmap. You’ll work alongside Baseten’s founders, forward-deployed engineering team, and GTM leadership. WHAT YOU’LL DO Own a revenue target and all aspects of the sales cycle from prospecting to close, including outbounding and engaging Tier 1 accounts in your assigned verticals Drive new logo acquisition and strategic expansion within key accounts, prioritizing organizations that can serve as lighthouse customers within their industries Become a trusted advisor to customers—understand their unique infrastructure needs, co-innovate on solutions, and lead with conviction by providing clear recommendations grounded in deep industry expertise Partner with Baseten’s forward-deployed engineers to run technical evaluations, POCs, and architecture reviews that earn customer confidence Collaborate cross-functionally with Product, Engineering, Legal, and Marketing to bring new solutions to marke

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. As an Account Manager on our Enterprise team, you’ll own and grow relationships with a portfolio of Plaid’s largest and most strategic customers. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid. You’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes Responsibilities Manage and grow a portfolio of Plaid’s largest enterprise customers, typically spanning 10-15 accounts depending on complexity and scope Build trusted relationships with executive sponsors, decision-makers, influencers, and day-to-day operators across customer organizations Drive customer adoption, engagement, retention, and growth by aligning Plaid solutions to customer business goals and use cases Lead commercial conversations including renewals, expansions, strategic partnership discussions, and account planning Identify and execute on growth opportunities in partnership with Account Executives and cross-functional teams Act as a

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Sales Engineering unlocks and empowers prospects’ full potential on the Plaid Network. We bring product expertise and drive Revenue outcomes by being customer-obsessed technical advisors in the pre-sales process. You’ll work closely with our Enterprise Sales team as the technical lead during the pre-sales process. You will be responsible for partnering with Account Executives, proactively pushing deals forward by overcoming technical objections and building solutions around Plaid products. You will ensure a successful transition to the post-sale stage of the customer lifecycle and partner with account teams to drive adoption of new products by existing customers. You will be expected to have significant knowledge of the Fintech ecosystem and a deep understanding of how clients can best utilize Plaid. Responsibilities Serve as the lead technical advisor for Enterprise accounts from discovery through solution design, evaluation, and post-sale handoff. Partner with Account Executives to align Plaid capabilities to customer priorities across payments, wallets, gaming, travel, and lending. Build alignment with technical, product, risk, and operations stakeholders on complex enterprise initiatives. Lead d

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. Plaid is in one of the most exciting chapters in its history — and this role exists to make sure every Plaid employee feels it. As Internal Communications Lead, you'll build and own the systems, channels, and programs that keep Plaids informed, aligned, and energized about our mission and the opportunity ahead. This spans employee-facing comms and programming across channels, including programming and producing monthly All Hands and Half-yearly Business Reviews, and supporting leaders with change management. This is a builder role: you'll take what exists and programmatize it, defining the infrastructure, cadences, and editorial strategy that elevate how we communicate as a company. You'll play a central role in shaping Plaid's internal AI narrative, helping employees understand where AI is taking us and what it means for their work. You'll operate as a trusted advisor to Plaid's executive team and founder CEO, with the exec presence and judgment to counsel leaders on high-stakes moments. You will also work closely with senior leaders across the org as well as cross functional partners across the people team (Chief People Officer, HRBPs, WPE, Comp, Learning and Development) Responsibilities : Execut

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. About The Team The Internal Controls team designs and oversees Plaid’s SOX compliance and internal control framework to ensure accurate financial reporting and operational integrity. We partner cross-functionally to support IPO readiness, build scalable audit foundations, and drive trust in Plaid’s financial systems and processes through strong controls, collaboration, and continuous improvement. Role Descriptioin As the Internal Controls Manager, you will design, implement, and lead Plaid’s SOX compliance and internal control programs. You will partner with cross-functional teams to build scalable, efficient controls that support IPO readiness and long-term compliance. You will manage external advisors, drive remediation efforts, and serve as a key liaison to auditors and senior leadership. Over time, you’ll build and lead a team, expand audit coverage, and continuously improve our control environment through automation and risk-based processes. Responsibilities Maintain and optimize Plaid’s SOX internal controls program to support IPO readiness. Partner with process and control owners to develop, document, and maintain effective, scalable internal controls across key functions. Manage and grow co-

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The SMB Account Management team is a core part of Plaid's mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing solutions that drive growth, and ensuring Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals while fostering a culture of continuous learning and development. The Account Management team leverages our deep technical, product, and industry knowledge to help our SMB customers build and scale amazing applications and businesses. We act as partners, advisors, and advocates for our customers to help shape how their customers interact with their finances. As the SMB Account Management Lead, you'll be responsible for managing and growing the SMB customer base, as well as setting the vision and strategy to build long-term partnerships. You will lead a team of account managers who work with some of Plaid's most dynamic SMB customers. You'll collaborate cross-functionally across product and go-to-market t

A World-Changing Company Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role Palantir’s in‑house legal team works to proactively address legal issues so that Palantir can continue to drive positive impact in the world. As Corporate Counsel, you will serve as a key advisor on corporate governance and securities matters, leveraging your public company experience to ensure our compliance and support our growth as a public company. You will take ownership of critical areas such as investment management, trading compliance, strategic transactions, corporate governance, and public company reporting. In addition, you’ll play a central role in structuring, implementing, and administering equity compensation plans for employees globally, collaborating with cross-functional teams to align our equity programs with Palantir’s mission and values. This is a high-impact role where you will consistently work cross-functionally and with leadership teams (including the Chief Financial Officer, Chief Accounting Officer, and Chief Revenue Officer and Chief Legal Officer), and will translate complex legal requirements into clear communications and actionable strategies that support Palantir’s continued innovation and success as a public company. In this role, you will join a team that values broad-based experience and a relentless drive to learn quickly in a dynamic environment. We prioritize practical solutions and outcomes that ensure compliance with public company requirements while maximizing benefits for our employee base and advancing Palantir’s mission. Your ability to adapt, think creatively, and work collaboratively will be essential as you take on complex issues and transactions.

A World-Changing Company Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role Palantir’s in‑house legal team works to proactively address legal issues so that Palantir can continue to drive positive impact in the world. As Corporate Counsel, you will serve as a key advisor on corporate governance and securities matters, leveraging your public company experience to ensure our compliance and support our growth as a public company. You will take ownership of critical areas such as investment management, trading compliance, strategic transactions, corporate governance, and public company reporting. In addition, you’ll play a central role in structuring, implementing, and administering equity compensation plans for employees globally, collaborating with cross-functional teams to align our equity programs with Palantir’s mission and values. This is a high-impact role where you will consistently work cross-functionally and with leadership teams (including the Chief Financial Officer, Chief Accounting Officer, and Chief Revenue Officer and Chief Legal Officer), and will translate complex legal requirements into clear communications and actionable strategies that support Palantir’s continued innovation and success as a public company. In this role, you will join a team that values broad-based experience and a relentless drive to learn quickly in a dynamic environment. We prioritize practical solutions and outcomes that ensure compliance with public company requirements while maximizing benefits for our employee base and advancing Palantir’s mission. Your ability to adapt, think creatively, and work collaboratively will be essential as you take on complex issues and transactions.

A World-Changing Company Palantir builds the world’s leading software for data-driven decisions and operations. By bringing the right data to the people who need it, our platforms empower our partners to develop lifesaving drugs, forecast supply chain disruptions, locate missing children, and more. The Role Palantir’s in‑house legal team works to proactively address legal issues so that Palantir can continue to drive positive impact in the world. As Corporate Counsel, you will serve as a key advisor on corporate governance and securities matters, leveraging your public company experience to ensure our compliance and support our growth as a public company. You will take ownership of critical areas such as investment management, trading compliance, strategic transactions, corporate governance, and public company reporting. In addition, you’ll play a central role in structuring, implementing, and administering equity compensation plans for employees globally, collaborating with cross-functional teams to align our equity programs with Palantir’s mission and values. This is a high-impact role where you will consistently work cross-functionally and with leadership teams (including the Chief Financial Officer, Chief Accounting Officer, and Chief Revenue Officer and Chief Legal Officer), and will translate complex legal requirements into clear communications and actionable strategies that support Palantir’s continued innovation and success as a public company. In this role, you will join a team that values broad-based experience and a relentless drive to learn quickly in a dynamic environment. We prioritize practical solutions and outcomes that ensure compliance with public company requirements while maximizing benefits for our employee base and advancing Palantir’s mission. Your ability to adapt, think creatively, and work collaboratively will be essential as you take on complex issues and transactions.

The Finance team at Asana tracks and seeks to understand the factors driving our growth and success . We help our enti re organization achieve our operational and financial goals while embodying our company values . We ensure our objectives are feasible and work closely with all teams to ensure they have the resources they need to achieve our ambitious mission enabling all teams to work together effortlessly . We are looking for a strategic GTM Finance leader to serve as the primary finance partner for our Go-to-Market organization . This role goes well beyond budget stewardship — you will be a trusted advisor to GTM leadership, shaping how you invest across Sales, Marketing, Customer Success, and Partnerships to drive revenue growth and long-term efficiency . As a finance professional who has experience at product-led growth (PLG) and sales-led growth (SLG) companies, you will solve hard problems independently, have deep experience in financial analysis, and have a strong executive presence to communicate with senior leadership . You are curious, detail-oriented, collaborative, and possess excellent analytical and communication skills .</span&g

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. 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 Android team’s mission is to redefine how millions of users engage with their finances. We're focused on delivering intuitive, scalable, and inclusive mobile experiences that empower our customers to build better financial futures. We collaborate closely with Product, Design, and Backend Engineering to ensure every interaction on Android reflects quality, performance, and care. Robinhood’s iRAD team builds and scales investing experiences across areas like Retirement, Advisory, Recurring Investments, and Recommendations. The team works across both foundational and customer-facing surfaces, including onboarding flows, settings, deeplinks, and other shared product experiences. As a Senior Android Engineer on iRAD , you would build and evolve high-impact mobile experiences across these investing journeys, helping shape how cus

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. As Chief of Staff to the VP of Brokerage Product & Customer Care, you will be a strategic partner, trusted advisor, and operational leader supporting a critical business unit. Acting as an extension of the VP, you will drive cross-functional initiatives, establish effective operating rhythms, and translate strategic priorities into execution across cross-functional teams. With a broad view of the business, you will partner with leaders across the organization to improve alignment, strengthen operating mechanisms, and enable the successful delivery of high-impact initiatives. You will also play a key role in shaping the organization's strategy, priorities, and culture while helping the team operate with clarity, focus, and excellence. This role is based in our Menlo Park, CA office, with in-person attendance expected 5 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 Serve as a strategic partner to the VP of Brokerage Products & Customer Care, helping

Join us in building the future of finance. Our mission is to democratize finance for all. An estimated $124 trillion of assets will be inherited by younger generations in the next two decades. The largest transfer of wealth in human history. If you’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role We are building an elite team, applying frontier technologies to the world’s biggest financial problems. We’re looking for bold thinkers, sharp problem-solvers, and builders who are wired to make an impact! Robinhood isn’t a place for complacency—it’s where ambitious people do the best work of their careers. We’re a high-performing, fast-moving team with ethics at the center of everything we do. Expectations are high, and so are the rewards! We're looking for an exceptional Benchmarking & Market Research Strategy Intern to help shape the future of our core platforms, products, and customer experiences in Singapore and across the APAC region. FinTech is one of the most complex and rapidly evolving spaces in technology, and the challenges we're tackling require deep innovation, critical thinking, and scale. In this role, you will operate as an external competitive analyst and strategic advisor, analyzing detailed market mechanics and competitive brokerage activities to identify untapped market opportunities that directly inform our regional growth. This role is based in our Singapore office, 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. What you'll do Conduct deep-dive industry benchmarking and competitive market research to identify untapped business opportunities and customer trends in Singapore. Research external brokerage activities, customer dynamics, and regulatory landscapes to help inform key strategic decisions for regional leadership. Leverage diverse data sour

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . As an Analyst, Business Controller on the Business Controllers team within Coinbase's Accounting organization, you'll serve as Finance's "One-DRI" for product launches that have financial impact. This team acts as the central coordinator bringing together accounting, tax, treasury, credit risk, and operations to ensure new products launch without compromising financial integrity, audit readiness, or regulatory compliance. You'll evaluate new trade strategies and product launches across Coinbase's crypto product suite, determine impacts for Finance, and drive cross-functional implementation from scoping through go-live. What you'll do: Partner with finance stakeholders, business leads, and cross-functional teams to evaluate new trade strategies, determine finance requirements, and coordinate implementation across accounting, tax, treasury, and operations Serve as a trusted advisor to the business by navigating the Finance organization on their behalf, reducing friction in product launches, and ensuring the right stakeholders are informed and consulted at each stage Produce high-quality documentation of fund flows, key financial risks, and accounting treatment decisions, and deliver regular status updates to executive management Scope, design, and implement financial controls in partnership with business and process owners to address key risks and ensure operating effe

Ready to do the most impactful work of your career? At Coinbase , we are uncompromising on our mission to increase economic freedom. The bar is high, the environment is intense, and we like it that way. This isn't a place for complacency, it’s a place to be pushed past your perceived limits. If you're ready to build the future of finance alongside people who refuse to settle for "good enough," you belong here. Coinbase is a remote-first, but not remote-only company. Expect to get together quarterly for intense in-person working sessions called “surges.” learn more about working at Coinbase . The Business Controllers team serves as Finance's "One-DRI" (Directly Responsible Individual) for every product launch with financial impact at Coinbase. Acting as the central coordinator across accounting, tax, treasury, credit risk, and operations, the team ensures new products launch smoothly without compromising financial integrity, audit readiness, or regulatory compliance. As a Senior Business Controller, you'll drive cross-functional alignment and serve as a trusted finance partner as Coinbase continues to expand its product footprint. What You'll Do Own periodic prioritization meetings with Business Partners across Consumer, Institutional, Base, and Development to assess product launch pipelines and plan Finance support across workstreams Drive a culture of quality and compliance by overseeing the end-to-end product launch review process, maintaining up-to-date Finance Requirements documentation, and ensuring all launch blockers have assigned DRIs and ETAs Partner with finance stakeholders, business leads, and cross-functional teams to evaluate new product strategies, define finance requirements, and support timely implementation in a fast-paced environment Serve as a trusted advisor to business partners, helping them navigate the Finance organization and scale operations with minimal friction Collaborate with EAA and Finance Engineering teams to implement ne