Financial Services Leader in 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. The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage and Robo accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage and Robo accounts Discuss and explain investment performance and decisions with current wealth members Provide member’s operational su

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: As a Senior Compensation Analyst, you will play a key role in shaping SoFi Technologies’ global compensation strategy and programs to attract, retain, and motivate top talent globally. This role will lead our global job architecture, compensation structures, market benchmarking, and broad-based compensation modeling. You will use expert knowledge, market data, trends, technology, and financial analysis to develop compensation frameworks that are competitive, scalable, and aligned with our compensation philosophy. You will be responsible for developing our annual cash and equity guidelines, modeling program budgets, and partnering with Finance on monthly stock-based compensation forecasting and analysis. You will also support the executive compensation function, working closely with the Executive Compensation Lead on Compensation Committee materials, executive compensation programs, and related disclosures. What you’ll do: Broad-Based Strategy & Execution Lead global compensation benchmarking, market pricing, and the development of compensation structures, including base salary ranges, target bonuses, and long-term incentive guidelines. Own and enhance SoFi’s global job architecture, including job families, career levels, job profiles, and related compensation frameworks. Lead job architecture

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: This role plays a key role in contributing, developing, and maturing an industry-best Credit Risk Management organization across SoFi Technologies, Inc. The incumbent will architect comprehensive risk management capabilities for a rapidly growing bank holding company – ensuring robust defensive and offensive capabilities – maturing foundational risk identification/risk mitigation, risk management frameworks, and risk culture. The contributor will play an essential role in fostering regulatory readiness and maturing a strong effective challenge second-line Credit Risk function. The Credit Risk Oversight (2LOD) Senior Risk Analyst role is critical to success across SoFi Technologies, Inc., SoFi Bank, NA, and operating subsidiaries. The incumbent will contribute to the second-line oversight of Credit Risk across all SoFi’s lending products - Unsecured, Secured and Commercial Lending. The analyst will conduct credit/behavioral/financial analytics or predictive modeling to assess risks and opportunities for the bank portfolios and translate results into recommendations. The 2LOD Senior Risk Analyst will leverage internal and external data sources and technology capabilities in support of the oversight function. Perform analysis to research credit

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role: At SoFi, our mission is to help our members achieve financial independence. To do that, we start with our own team. We are looking for a Stock Plan Administrator who is ready to move beyond basic data entry and step into a role defined by oversight , global scaling , and strategic compliance . This isn't just about maintaining the status quo; it’s about driving the evolution of our equity ecosystem. You will be a primary driver of expanding our global ESPP, a key partner in operationalizing mobility compliance, and a guardian of our equity administration integrity. If you are a process-driven critical thinker who thrives on getting the data right while building the next big thing, you belong here. The Impact You’ll Make: Master the ESPP Universe: Take full ownership of our Employee Stock Purchase Plan, from enrollment and withdrawal to contribution reconciliations and global expansion.Operational Oversight: Act as the primary reviewer and approver for day-to-day operations, ensuring our Stock Plan Analyst’s work is flawless and compliant.Drive Innovation: Lead special projects that matter, including automation of manual flows, system integrations, and reducing SOPs for manual work.Global Mobility & Compliance: Operationalize SoFi’s employee mobility tax sourcing methodology, in partnership wit

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. Our Fraud team's mission is to help companies detect and prevent fraud using financial network data. We believe that transaction patterns, device signals, and behavioral data are an underleveraged tool in fraud prevention. The Fraud Consulting Lead is responsible for building and maturing our retro-as-a-service and POC program and driving adoption of our fraud products. The role sits between our data team and the customer (i.e., the role will not build the models, but will need to understand the output well enough to clearly and compellingly present the business case and work with technical stakeholders and customers.) Responsibilities: Own the retro and POC process end-to-end and collaborate with customers and internal stakeholders at Plaid Partner closely with customers to help them understand the ROI of Protect and make recommendations for implementing our fraud products Drive post-retro follow-through to convert retro results into production usage Serve as a feedback loop between customers and product to drive our Protect roadmap Qualifications: 5-10 years of experience in a customer-facing analytical role in fintech, financial services, or a related domain (e.g., software/tech) Experience worki

Citi is looking for a Senior Commercial Relationship Manager to focus on the origination and growth of an existing portfolio of commercial clients across the consumer products and services, industrials, and business and professional services sectors. In this senior individual contributor role, you will be instrumental in building Citi's commercial banking presence — identifying and converting target market prospects into new client relationships, while also deepening and expanding existing ones. Your ability to win new business, structure sophisticated financial solutions, and coordinate cross-functional teams will directly shape Citi's commercial banking growth across clients with revenues typically ranging from $20MM and up to $250MM, with a particular focus on companies operating globally or pursuing international expansion. Responsibilities Develop and maintain a disciplined target market plan, identifying and prioritising prospective commercial clients across diversified service sectors and converting those prospects into new, full-wallet banking relationships for Citi. Originate and onboard new client relationships where Citi serves as the primary banking partner, taking ownership of the full sales cycle from initial outreach and pitch through to mandate, onboarding, and activation. Manage and grow a portfolio of commercial clients, acting as the primary point of contact and trusted financial advisor for each relationship. Build and deepen client relationships through proactive outreach, identifying emerging needs, anticipating challenges, and delivering tailored, multi-product solutions that grow share of wallet. Structure and execute complex credit transactions, including global deals, by coordinating product specialists and subject matter experts to deliver customised outcomes aligned to each client's strategy. Lead the end-to-end cred

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam. The Compliance team is responsible for ensuring Compliance at Plaid with all the laws and regulations that apply to us, as well as our internal policies. We help make sure Plaid stays within the bounds of our legal obligations, and partner with business stakeholders to build processes and systems to demonstrate our compliance. Role Description As a GTM Compliance Analyst, you’ll help Plaid evaluate and onboard customers in a way that supports growth while protecting the company from regulatory and compliance risk. You’ll review prospective and existing customer deals, assess customer business models and use cases, conduct risk-based diligence, and determine when additional conditions, approvals, or escalations are needed. You’ll work closely with Sales, Account Management, Legal, Product, and Customer Oversight to translate complex requirements into practical guidance and keep deals moving. You’ll also help build the playbooks, workflows, and reporting needed to make GTM compliance more consistent and scalable as Plaid expands into new products, customer segments, and regulated use cases. Responsibilities Review prospective and existing customer deals for regulatory, licensing, po

The New Business Sales Executive is responsible for cultivating and increasing new business revenue, maximizing share of wallet and client penetration by identifying key influencers and decision makers. This role has unique, specialized Financial Services industry knowledge and expertise in identifying potential revenue opportunities through networking and aggressive field sales techniques. The New Business Sales Executive plays a pivotal role in client negotiations, pricing agreements and relationship development. They work collaboratively with peers internally to ensure consistency in account planning activities, customer service standards and achievement of revenue goals. Client interaction is at the highest decision-making level to position Getty Images as the ultimate value provider of content across all products and services. The Sales team works to grow our customer base across all regions by understanding how visual content plays a part for our customers' businesses—and how our products and services can help them overcome challenges, elevate their message, and achieve their goals. As a key contributor to our Financial Services segment, you will play a vital role in driving new business revenue, expanding our market share, and establishing strong relationships with key decision makers within the industry. Your Next Challenge: Build a target list of leads and aggressively identify viable opportunities to grow revenue/sales. Analyze and use industry and business segment knowledge and apply it to deep discovery, identifying customer needs to influence and drive business outcomes. Aggressively sell to these leads, building lasting professional relationships with new contacts up to C-suite level by proposing solutions which meet their needs. Demonstrate consistent sales activity daily habits contributing to progressing leads through sa

About the Team OpenAI’s Enterprise Go-To-Market organization helps the world’s largest companies adopt and scale our AI platform across their business—from ChatGPT Enterprise to our developer platform and APIs. We partner with organizations across Financial Services, Life Sciences, and Retail to build new AI-powered customer experiences, transform operations, and reimagine how work gets done in highly regulated and technically complex environments. As adoption accelerates through pilots, experimentation, and developer-led use cases, the GTM team turns that momentum into durable, enterprise-wide deployments. Account Associates sit at the front of this motion—where technical curiosity turns into executive engagement, and early product signals become enterprise-wide deployments. About the Role This role is designed as a launchpad for future enterprise sellers at OpenAI. This is a highly strategic role with significant exposure to enterprise sales, product, and customer strategy. You’ll develop core skills in discovery, stakeholder mapping, deal shaping, and executive communication while building a deep understanding of how leading companies adopt AI. We are looking for individuals with 4-6+ years of professional experience who are motivated to grow into world-class enterprise sellers over time. While many individuals in this role go on to become Account Directors or take on broader GTM roles, progression is based on performance and business needs rather than a fixed timeline. For the right person, this is one of the most accelerated paths to break into sales at OpenAI and build a long-term career in AI go-to-market. In this role, you will identify, shape, and advance complex enterprise opportunities by turning product usage, pilots, and inbound demand into qualified, high-conviction enterprise opportunities for our Large Enterprise and Strategic Accounts teams. This role is based in San Francisco. We use a hybrid work model of 3 days in the office per week (Monday thro

About the Team OpenAI’s Enterprise Go-To-Market organization helps the world’s largest companies adopt and scale our AI platform across their business—from ChatGPT Enterprise to our developer platform and APIs. We partner with organizations across Financial Services, Life Sciences, and Retail in LATAM to build new AI-powered customer experiences, transform operations, and reimagine how work gets done in highly regulated and technically complex environments. As adoption accelerates through pilots, experimentation, and developer-led use cases, the GTM team turns that momentum into durable, enterprise-wide deployments. Account Associates sit at the front of this motion—where technical curiosity turns into executive engagement, and early product signals become enterprise-wide deployments. About the Role This role is designed as a launchpad for future enterprise sellers at OpenAI. This is a highly strategic role with significant exposure to enterprise sales, product, and customer strategy. You’ll develop core skills in discovery, stakeholder mapping, deal shaping, and executive communication while building a deep understanding of how leading companies adopt AI. We are looking for individuals with 4-6+ years of professional experience who are motivated to grow into world-class enterprise sellers over time. While many individuals in this role go on to become Account Directors or take on broader GTM roles, progression is based on performance and business needs rather than a fixed timeline. For the right person, this is one of the most accelerated paths to break into sales at OpenAI and build a long-term career in AI go-to-market. In this role, you will identify, shape, and advance complex enterprise opportunities by turning product usage, pilots, and inbound demand into qualified, high-conviction enterprise opportunities for our Large Enterprise and Strategic Accounts teams based in LATAM. This role is based in San Francisco. We use a hybrid work model of 3 days in the offi

The Complex Assets Product Manager is a senior position within Product Management, responsible for day-to-day product management for complex financial instruments, setting strategy, and providing direction within the Complex Assets domain. The role requires a deep hands-on working knowledge of Complex Assets, including OTC derivatives, Exchange Traded Derivatives, and Portfolio Swaps, within a financial services business. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through product life cycles in coordination with the broader Product Management team. This role will leverage broad Complex Assets domain knowledge, deep experience influencing product, operations, design, and IT architecture change. Timely execution, seamless business and client change are extremely important to ensure continued growth and expansion of relationships with strategic clients in the complex assets space. What you’ll do Oversee strategic roadmap, development, launch, and marketing to gain maximum benefit from each product Oversee day-to-day product management for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results Execute client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as a partner to Citi clients Develop plans and execute functional strategies for a country, multiple countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within a region or business Manage client and competitor market research, develop product innovation roadmap, and address fundamental trial

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

Yext (NYSE: YEXT) is the enterprise agentic marketing platform. Built on the world's most comprehensive structured data platform for local businesses, Yext gives brands and their partners the visibility intelligence to win every moment of discovery – across AI and traditional search. Yext's API-first architecture connects structured data to APIs, MCP servers, and generative interfaces, so partners and developers can build purpose-built experiences on the same infrastructure powering Yext's own products. Thousands of brands and digital marketing partners in financial services, healthcare, retail, hospitality, and food rely on Yext to manage, measure, and optimize visibility at scale. For more information, visit yext.com . At Yext, Product Engineering builds and evolves the technology behind our products and services. We’re looking for software engineers who want to solve meaningful technical problems, contribute to systems at scale, and help shape what we build next. We work in an agile environment with two-week sprints and regular demos that keep teams aligned and give engineers clear visibility into the impact of their work. From day one, you’ll contribute directly to the codebase and collaborate with experienced engineers from a wide range of leading universities and technology companies. We are looking for an engineer to join Team Watson , which owns and develops the systems that power Yext Search and Yext Chat. The team builds the indexing, retrieval, and serving technology that enables brands to deliver fast, relevant answers across their websites and digital experiences. Yext Search handles more than 50 million requests each month, serving users around the world in over a dozen languages. Watson also brings these search and retrieval capabilities to Yext Chat, helping conversational experiences generate useful answers grounded in trusted customer content. Because Watson’s systems serve real-time, customer-facing experiences at a global scale, engineers o

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities: Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect a

JLL empowers you to shape a brighter way . Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves: As a Senior Director of Construction/Team Lead at JLL, you will hold a critical position within our Regional Project Team and will be directly responsible for leading and delivering a portfolio of challenging projects for a financial services client. You will utilize your expertise and skills to oversee projects and ensure the successful delivery of Corporate Interior projects ranging in size from $5M to $150M+. Your strong organizational skills, attention to detail, and proficiency in project management will be instrumental in driving project success. Your day-to-day tasks will include: Manage and oversee all aspects of projects, including strategy, programming, design, schedule, entitlements, bidding, procurement, permitting, execution and close out. Act as player/coach and mentor a group of junior Project Managers and Project Coordinators executing projects Develop high level estimates and schedules as part of the overall strategy and business case. Prepare project updates, identifying and communicating risks early, while providing solutions to meet client driven schedule and budget. Collaborate with internal teams and sta