Financial Consultant Jobs

Who we are 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 revenue, and accelerate new business opportunities. Our mission is to increase the GDP of the internet. We have significant work ahead, which creates an opportunity to do meaningful, high-impact work with colleagues and users around the world. About the team Stripe’s New Zealand business is growing, and we are building our enterprise new-business capability in the market. The Enterprise team focuses on winning and developing relationships with New Zealand’s largest and most strategic companies. As an Enterprise Account Executive, New Business, you will establish and grow a new enterprise territory. You will identify must-win accounts, build a high-conviction pipeline, develop executive relationships, and lead complex sales cycles that help prospective users use Stripe to modernise and grow their businesses. What you’ll do Build and execute a territory strategy for New Zealand’s largest prospective enterprise users. Create new pipeline through thoughtful outbound prospecting, account research, partner engagement, executive networking, and targeted account plans. Own the full new-business sales cycle, from initial outreach and discovery through solution design, commercial negotiation, close, and transition to implementation and post-sales teams. Develop trusted relationships with senior business and technical stakeholders, including leaders across Finance, Product, Engineering, Operations, Digital, and Technology. Lead complex, multi-threaded sales processes involving multiple business units, decision-makers, and internal and external stakeholders. Articulate Stripe’s business and technical value across the platform, connecting customer priorities to measurable commercial outcomes. Partner closely with Solutions Architects, Product, Partnerships, Marketing, Legal, Deal Pri

About the Team OpenAI for Financial Services is part of OpenAI's Verticals organization, which focuses on accelerating the economy and knowledge work. We build AI products for financial institutions and the professionals who power them, from investment bankers and research analysts to investors and other financial services teams. We combine OpenAI's models, financial data, and enterprise knowledge to help professionals research companies, analyze markets, and produce high-quality work in the tools they use every day. We're a small, entrepreneurial team working closely with customers and partners across research, product, design, engineering, and go-to-market to bring new capabilities from idea to production. About the Role We're looking for full-stack engineers to build new, AI-native products on top of ChatGPT Work and Codex. This is zero-to-one work: you'll help define how financial professionals research, analyze, and make decisions alongside AI. You'll own the experience across the stack, work directly with customers to understand their workflows, and collaborate across OpenAI to turn new model capabilities into products that professionals can trust. Your work will shape how some of the world's largest financial institutions adopt AI and how financial knowledge work gets done. In this role, you will: Build a new financial services app within ChatGPT Work and Codex, creating intuitive AI-native experiences for company research, financial analysis, document review, and professional work products. Develop new product experiences around enterprise memory that learn from an organization's knowledge, workflows, and context, and adapt to how its teams work. Develop the APIs, services, and integrations required to connect user experiences with financial data providers, enterprise systems, and OpenAI's models. Work closely with product and design to turn ambiguous customer problems into polished, useful, and reliable products. Work directly with financial institutions to

About the Team OpenAI for Financial Services is part of OpenAI's Verticals organization, which focuses on accelerating the economy and knowledge work. We build AI products for financial institutions and the professionals who power them, from investment bankers and research analysts to investors and other financial services teams. We combine OpenAI's models, financial data, and enterprise knowledge to help professionals research companies, analyze markets, and produce high-quality work in the tools they use every day. We're a small, entrepreneurial team working closely with customers and partners across research, product, design, engineering, and go-to-market to bring new capabilities from idea to production. About the Role We're looking for backend engineers to build the systems that make advanced AI useful, reliable, and trustworthy in financial services. You'll build the data systems, agentic workflows, and enterprise integrations behind our products. You'll also help bring them into production at some of the world's largest financial institutions. This is a product-minded engineering role with significant ownership and zero-to-one building. You'll shape new products from the ground up, work directly with customers to understand their workflows, and collaborate across OpenAI to turn new model capabilities into products that professionals can trust with high-stakes work. In this role, you will: Design and build backend systems that power AI-native financial workflows across ChatGPT Work and Codex. Build infrastructure to ingest, index, retrieve, and serve financial data, company filings, market information, and firm-specific knowledge at scale. Develop integrations with financial data providers, enterprise knowledge systems, and customer environments, including the authentication, authorization, and entitlements required to use them securely. Build the systems that let models and agents use the right tools and data, preserve source provenance, and produce accurate,

About the Team OpenAI’s Financial Engineering and Identity data science team owns how revenue flows through our products and builds the systems that enable people and organizations to access OpenAI products safely, seamlessly, and at global scale. Identity sits at the critical intersection of growth, trust, and user experience. The team owns the experiences and infrastructure behind sign up, sign in, account recovery, authentication, and identity integrations across both consumer and enterprise products. As OpenAI expands across products and markets, Identity plays an increasingly important role in helping more users get started quickly while protecting them from abuse, fraud, and account compromise. About the Role We're looking for the first dedicated Data Scientist to partner with the Identity organization. In this role, you will define how we measure success across the entire identity journey—from first-time sign up and onboarding through authentication, account recovery, and enterprise identity experiences. You'll develop the experimentation frameworks, metrics, and analytical approaches that guide product decisions while helping the team navigate one of Identity's core challenges: optimizing growth while maintaining trust and security. You'll work closely with Product, Engineering, Design, Abuse, Risk, and Go-to-Market teams to identify opportunities, quantify trade-offs, and influence strategy. Some questions can be answered through A/B tests. Others require observational analyses, causal inference, and judgment under uncertainty. This is an opportunity to shape the analytical foundations of a high-impact product area from the ground up. This role is based in San Francisco, CA. We use a hybrid model (3 days/week in office) and offer relocation support. In this role, you will Define the north-star metrics and measurement frameworks used to evaluate the identity experience across consumer and enterprise products. Design and analyze experiments to optimize top-of

About Us: Paytm is India's leading financial services company that offers full-stack payments & financial solutions to consumers, offline merchants and online platforms. The company is on a mission to bring half a billion Indians into the mainstream economy through payments, commerce, banking, investments, and financial services. One97 Communications Limited that owns the brand Paytm is founded by Vijay Shekhar Sharma. About the role: A Talent Acquisition (TA) Intern supports the recruitment team by sourcing and screening candidates, coordinating interviews, and maintaining recruitment trackers. They assist with job postings, initial candidate communication, and documentation like offer letters and onboarding forms. The role also involves helping with employer branding activities and ensuring smooth coordination between candidates and hiring managers. Working per week: 5 days Location: Noida Period: 3 months

About Us: Paytm is India's leading financial services company that offers full-stack payments & financial solutions to consumers, offline merchants, and online platforms. The company is on a mission to bring half a billion Indians into the mainstream economy through payments, commerce, banking, investments, and financial services. One97 Communications Limited that owns the brand Paytm is founded by Vijay Shekhar Sharma. About the team: Social CST Team comprises service associates who help customers through their journey on Paytm, help them have a good experience of Paytm services. About the role: Candidate has to handle concerns and complaints raised by the customers on day-to-day basis on multiple social media platforms and make sure the daily task is being closed within the defined TAT with good customer experience. Expectations/ Requirements: ● Resolving day-to-day queries of the merchants via chat/call. ● Oversee day-to-day management of campaigns and ensure brand consistency. ● Ensure brand consistency in copy through tone, voice, and terminology. ● Supervise all aspects of social media interaction between customers and the company, and ensure a positive customer service experience. ● Developing and implementing a timeline to achieve targets. ● Previous experience in team handling Chat/email Support. Superpowers/ Skills that will help you succeed in this role: ● High level of drive, initiative, and self-motivation ● 1+ years’ experience in social media escalations management ● Exceptional multi-tasking skills ● Strong problem-solving skills Educational Qualification: Any Graduate.

About Us: Paytm is India's leading financial services company that offers full-stack payments & financial solutions to consumers, offline merchants, and online platforms. The company is on a mission to bring half a billion Indians into the mainstream economy through payments, commerce, banking, investments, and financial services. One97 Communications Limited that owns the brand Paytm is founded by Vijay Shekhar Sharma. About the Team: The OCL Grievance Redressal Team manages customer grievances, executive escalations, and regulatory complaints through voice, email, and ticketing channels. As a regulated reporting function, the team ensures timely, accurate, and compliant resolutions while upholding the highest standards of quality and customer experience. About the Role: Manage customer grievances, executive escalations, and regulatory complaints across voice and written channels. Drive end-to-end case resolution through customer engagement, RCA preparation, stakeholder coordination, and regulatory reporting while ensuring timely, compliant, and high-quality outcomes. Expectations / Requirements: 1: Handle customer complaints, grievances, and escalations received through email and ticketing platforms. 2: Manage regulatory complaints received through channels such as GRO, Nodal, Ombudsman, and other regulatory authorities. 3: Ensure timely closure of cases within the defined SLA/TAT while maintaining regulatory compliance. 4: Coordinate with internal business teams, lenders, and stakeholders to obtain RCAs and resolutions. 5: Prepare accurate case summaries, regulatory responses, and reports for submission to regulatory authorities. 6: Maintain complete documentation and ensure adherence to internal policies and compliance requirements. 7: Ensure brand consistency in written communication, including tone, accuracy, and financial/legal terminology. 8: Meet daily productivity and quality targets while maintaining high customer satisfaction. Superpowers / Skills

Join a pioneering team at the forefront of financial technology innovation. We are building a cutting-edge, agentic AI platform designed to revolutionize the end-to-end credit risk model development lifecycle. By leveraging the power of Large Language Models (LLMs) and intelligent workflows, we aim to augment our quantitative modelers, dramatically increasing their productivity, enhancing model governance, and accelerating the delivery of critical risk models. We are seeking a senior, hands-on technology leader to drive this transformation. In this role, you will partner directly with quantitative analysts and key stakeholders to shape the most impactful use cases and then lead a team of talented developers to design, build, and deploy the generative AI platform that brings this vision to life. Key Responsibilities Strategic Vision & Stakeholder Partnership: Collaborate closely with quantitative model developers, Model Risk Management (MRM), and business leaders to deeply understand their pain points and translate them into a technical vision and product roadmap. Identify, scope, and prioritize use cases for the agentic workflow platform, ensuring they deliver measurable value and align with strategic objectives. Serve as the primary technical liaison between the engineering team and its users, ensuring a tight feedback loop and continuous alignment. Platform Design & Hands-On Development: Lead the architectural design of a scalable, robust, and secure agentic AI platform, including core components for orchestration, knowledge retrieval (e.g. RAG), and tool integration. Engage in hands-on software development to build foundational components, create proofs-of-concept, and tackle the most complex technical challenges. Design and implement secure integrations with internal data sources, external APIs, and various LLMs, ensuring compliance

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are looking for an experienced insurance sales manager to lead the SoFi Protect sales team. This person will oversee associate managers and a team of licensed agents delivering exceptional experiences for SoFi members. SoFi Protect is the in-house insurance agency helping SoFi members fulfill their protection needs across Home, Auto, and Life Insurance Insurance. We're seeking a highly organized and member-focused Personal Lines Insurance Manager to lead our dedicated team in driving sales while delivering exceptional service. If you thrive in a high-paced environment focused on SELLING and ADVISING customers this role is for you. You will be responsible for setting KPIs, sales cadence, workflows, and holding associate managers accountable to goals. You will be coaching the coaches, ensuring they are equipped with the information and skills to push the team forward on a day to day basis. You will set the standards for our team as they interact with members via email, chat, and phone to provide guidance and help them through coverage conversations. You will help drive the team to achieve core metrics across sales, customer engagement, and more. You will also be integral in partnering with cross-functional team members to iterate on core processes and functions to shape and define how insur

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role We're seeking an analytical, execution-oriented Product Marketing Manager to drive engagement and retention marketing for SoFi Checking and Savings, the foundation of our deposits business and our largest driver of member growth. This role focuses on our existing member base: deepening the relationships we already have, growing and retaining balances and direct deposits, and bringing dormant accounts back to life. Your core KPIs will be deposits and direct deposits, with a specific focus on growing and retaining balances across our existing member base. You'll own the promotions and offers that ladder to those goals, working directly with the technical teams that build and implement them. You'll work alongside our Lifecycle Marketing team on engagement and retention campaigns, and partner closely with product and engineering on product-led experiments that turn accounts into everyday banking habits. This includes driving ongoing account utilization as well as reducing churn and reactivating dormant members. Analytical rigor is central to this role. Segmentation, audience development, and offer testing are primary levers for driving deposit and direct deposit growth, and we're looking for someone with the quantitative depth to identify opportunities within the member base and the judgment to priorit

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 Product Sales is a team of functional and technical specialists who both lead and advise on deals for the most strategically important products in Stripe’s portfolio. Revenue suite Product Sales is tasked with attacking a $100B market opportunity for back office finance automation across billing, tax, revenue reporting, and data. What you’ll do As a Tax Account Executive at Stripe, you will use your sales and product expertise to help drive growth through both existing and new to Stripe customers. You will collaborate with the core sales, marketing, product marketing, and product teams to develop deep product and industry knowledge and drive strategic deals. You will be instrumental in leading in depth product discussions with existing and prospective customers – and building and executing against our go to market strategy. Responsibilities Drive revenue and retain users to achieve and over perform on target and KPIs Lead discussions with our largest existing and prospective customers Contribute to the development of go-to-market playbooks alongside product, marketing, sales, and technical services stakeholders Understand and articulate the value propositions of Stripe Tax to key stakeholders, including technical teams, financial departments, partners and C-suite executives. Develop a deep understanding of global indirect tax requirements of potential customers. Build and maintain relationships with clients, guiding them through the sales pr

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 Recruiting depends on systems that work reliably for recruiters, hiring managers, interviewers, and candidates. The Recruiting Systems Operations Administrator helps keep those systems running and improves the support experience around them. You’ll work closely with Recruiting Operations, Global People Operations, and People Systems. This role supports a clear division of work between routine service delivery and the system governance, integrations, complex configuration, and strategic work owned by Recruiting Systems. What you’ll do Working CDMX business hours while partnering across Americas time zones, you’ll manage a defined Tier 2 Recruiting Systems portfolio. You’ll troubleshoot tool issues, resolve requests, track recurring problems, and partner with People Systems on improvements. This hands-on role is well suited to someone who enjoys working across systems, applying sound judgment within established processes, and making complex operations easier for others. Responsibilities Manage and resolve Tier 2 support requests through established channels, maintaining clear requester updates, case records, and handoff notes Troubleshoot recruiting systems, including DocuSign, Gem, LinkedIn Talent Insights, HackerRank, Harver, BrightHire, Qualtrics, Eightfold, Greenhouse, and related platforms Process recruiting workflow requests, including assessment updates, job-posting changes, candidate-record updates, approved offer amendments, requisi

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 Sail is Stripe’s user interface platform and design system. We build the design language, components, tools, and front-end foundations that product teams use to create coherent, accessible, responsive, and high-quality experiences. Designers on Sail work closely with engineers and designers across Stripe to turn recurring product needs into durable solutions. What you’ll do As a Product Designer on Sail, you’ll contribute to the visual and interaction foundations of Stripe’s products. With support from experienced designers and engineers, you’ll work on scoped components, patterns, guidance, and tools. This role is a good fit for a designer who cares deeply about visual craft, enjoys thinking in systems, and wants to understand how design decisions become production interfaces. Responsibilities Design and refine user interface components, patterns, and foundations for use across Stripe products Create polished, coherent interfaces across interaction states, themes, and responsive layouts Partner with front-end engineers to understand constraints and carry designs into production Contribute to Figma libraries, prototypes, specifications, documentation, and examples Gather input from product teams, share work, and iterate based on feedback Who you are We’re looking for someone who meets the minimum requirements to be considered for the role. If you meet these requirements, you are encouraged to apply. The preferred qualifications are a bonus,

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 One of the key drivers to our success is a committed and rigorous emphasis on our people. We believe that our competitive advantage lies in our talent and that we can build a sustainable advantage by attracting, enabling and cultivating the world’s most exceptional people to do the very best work of their careers. What you’ll do Stripe is seeking a People Operations Specialist, HR Compliance to join our Global People Operations team. This role is a critical pillar of our People Operations function, focusing on complex operational challenges and continuous improvement across the employee lifecycle. You will serve as a critical operational stakeholder enabling HR transformation by ensuring seamless support, optimizing processes with data-driven insights, and collaborating closely with our Centers of Excellence (COEs). Responsibilities Audits and controls Management: Own Global People Operations participation in recurring compliance audits including SOX, HR security controls, and external audits. Coordinate evidence gathering, manage timelines, and serve as the People Operations point of contact for audit teams across multiple concurrent cycles. Process Optimization and Data-Driven Improvement : Bring innovative, data-driven ideas and recommend enhancements to existing HR processes and workflows. Interpret data and formulate insights to proactively drive continuous operational improvements that enhance the overall employee experience.

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 To further this important mission, we are building the foundation for a long-term talent bench at Stripe. We believe every campus hire can build products with meaningful impact at Stripe, and provide a far-reaching impact for anyone trying to grow their business online. We are looking for a University Recruiter to join our team to attract and hire the very best junior talent, while providing each candidate with an exceptional experience. This is a 12 month fixed term contract. What you’ll do We’re a small but mighty team, and are committed to big results. You will help shape the future of our early-stage programs and be responsible for all parts of the campus recruiting life cycle, including, but not limited to, organizing and leading on campus events, driving a strong and diverse candidate pipeline, branding, building relationships with internal stakeholders, and managing our global internship program. You must be a builder who thrives in a learning environment - unafraid to try new things, embrace new ideas, and welcome suggestions for how we can iterate on our processes. Responsibilities Partner closely with Stripe’s engineering organization to build the foundation of our early-stage university program Manage the full-cycle recruiting process for new graduate and intern candidates across multiple roles and offices Develop deep relationships with university groups, including faculty and student organizations, to design school-specific stra