Modern Treasury
Modern Treasury is the operating system for money movement. Our payment operations platform combines a suite of APIs and dashboards to help companies unlock ne…
Sales Engineer
San Francisco
- Skills: Sales Engineer, solution design, API, executive communication, customer facing, demoing, storytelling, payment systems, finance processes, accounting fundamentals
- Experience: 4+ years of customer facing technical roles
- Type: Full-time
Succinct
Succinct’s mission is to make zero knowledge proofs accessible to any developer, offering state of the art zkVM technologies and a hosted infrastructure layer …
BD & Growth Lead
San Francisco
- Skills: Zero Knowledge Proofs, ZKVM, Business Development, Growth Lead, Customer Relationships, GTM Function, Crypto-Native, Technical Products, Product Management, Marketing
- Experience: Experience with highly technical products and building customer relationships.
- Type: Full-time
- Salary: Above-market salary and generous equity compensation
Cardless
We’re building a credit card and loyalty platform that consumer businesses use to engage their customers. We’ve launched 14 credit cards, including for Alibaba…
Product Manager
San Francisco
- Skills: credit card, loyalty platform, consumer businesses, engagement tools, marketing tools, financial products, cross-disciplinary work, consumer customers, new financial products, product management
- Type: Full-time
Leading Fintech Company
A leading fintech company in the US region providing innovative digital payment solutions.
Strategic Partnership Manager - Digital Payments
Sunnyvale
- Skills: digital wallets, partnership management, strategic growth, payment facilitators, cross-functional collaboration, FI cooperation, local regulation compliance, fx quotation, liquidity management, travel in US region
- Experience: More than 5 years, with at least 3 years in financial institutions or digital payment sectors
- Type: Full-time
- Salary: $109,200 - $255,600 annually
Lendbuzz
Market Development Manager
San Francisco
- Skills: sales leader, Automotive Finance, dealer contacts, building relationships, market presence, signing dealerships, contract volume, high-growth sub-markets, sales team, strategic building
- Type: Full-time
Marcus & Millichap Capital Corporation
A subsidiary of Marcus & Millichap, Inc. (NYSE:MMI) focused on sourcing debt and equity.
Originator
San Francisco
- Skills: debt sourcing, equity sourcing, permanent loans, bridge loans, construction loans, commercial banks, CMBS lenders, insurance companies, private equity, credit unions
- Experience: Experience in sourcing permanent loans, bridge loans, and construction loans.
- Type: Full-time
- Salary: $66,560 plus commission
Piedmont Capital
Piedmont Capital is the credit lending arm of NAI Northern California -- a technology-enabled commercial real estate brokerage with offices located in San Fran…
Loan Officer
Oakland
- Skills: Loan Officer, commercial real estate, financing solutions, refinancing, due diligence, finance rates, competitive programs, relationship building, structured training program, mentorship
- Type: Full-time
Plaid
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 Fort…
Experienced Developer Relations Engineer
San Francisco
- Skills: Developer Relations, APIs, Open Banking, FDX specification, Financial Institutions, Documentation, Reference Implementations, Tooling, Network Enablement, Data Partnerships
- Experience: Experienced
- Type: Full-time
Stellar Development Foundation
The Stellar Development Foundation (SDF) is a non-profit organization focused on working with and supporting changemakers to create equitable access to the glo…
Head of Payments BD
San Francisco
- Skills: business development, payments, blockchain, stablecoin, ecosystem, cryptocurrency exchanges, merchant payment systems, strategic relationships, sales leadership, go-to-market strategies
- Experience: 10+ years of relevant experience with a proven track record of success in business development, with significant experience in payment processing, fintech, or blockchain/crypto-related roles.
- Type: Full-time
- Salary: $255,000 - $385,000
Redwood Credit Union
Redwood Credit Union is a not-for-profit financial institution dedicated to serving the best interests of its Members and communities since 1950. They focus on…
Credit Model Specialist
Napa
- Skills: pre-approval campaigns, data analytics, Member experience, risk assessments, marketing collaboration, compliance guidelines, vendor performance, Return on Investment analysis, financial product offerings, campaign management
- Type: Full-time
Woodruff Sawyer
Woodruff Sawyer has been an industry leader for over 100 years. As a top insurance brokerage, our clients range from small start-ups to some of the most innova…
Benefits Producer
San Francisco
- Skills: client revenue, client retention, sales strategies, business solutions, target accounts, C-suite, insurance license, profitable goals, relationship management, market trends
- Experience: 4-8+ years of proven industry experience
- Type: Hybrid
- Salary: Anticipated salary between $150,000.00 - $200,000.00
Unlimit
Founded in 2009, Unlimit is a global fintech company that offers a large portfolio of financial services, including payment processing, banking as a service (B…
N/A
San Francisco
- Skills: fintech, financial services, payment processing, banking as a service, BaaS, crypto, DeFi, GameFi, financial borders, international operations
Redwood Credit Union
At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporti…
Associate Financial Advisor
Napa
- Skills: customer service, investment planning, financial goals, portfolio reviews, advisory accounts, mutual funds, stocks, bonds, regulatory compliance, training program
- Experience: Entry-level to 2 years in financial advisory or related field
- Type: Full-time
Ripple
At Ripple, we’re building a world where value moves like information does today. It’s big, it’s bold, and we’re already doing it. Through our crypto solutions …
Manager, Global Payments
San Francisco
- Skills: business development, partnerships, sales, Banking, Finance, Tech, Consulting, Crypto, blockchain, stablecoins
- Experience: 3+ years of experience in business development, partnerships or sales in Banking, Finance, Tech, Consulting, and/or Crypto
- Type: Full-time
- Salary: $156,000 - $195,000 USD
Lennar
Lennar Title is centered around personal growth, innovation, and diversity. Lennar provides an excellent work environment with plenty of opportunities for adva…
Escrow Officer
Pleasanton
- Skills: Escrow Officer, title insurance, business development, customer service, closing documents, real estate, fund disbursement, property transactions, market research, client communication
- Experience: At least 3 years of Escrow Officer experience
- Type: Full-Time
- Salary: $30 to $40 per hour
OneMain Financial
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Loan Sales Specialist
Fairfield
- Skills: Sales, Collections, Customer Service, Loan Sales, Business Development, Financial Sales, Management Development, Customer experience, Credit, Leadership
- Experience: Entry to Mid-Level
- Type: Full-Time and Part-Time
- Salary: $18.00-$22.00
BlackRock
At BlackRock, we help more people experience financial well-being. Our clients save for retirement, pay for their children's education, buy homes, and start bu…
Aladdin Business, Technical Relationship Manager, Associate
San Francisco
- Skills: Technical Relationship Management, Aladdin, financial services, FinTech, equity products, fixed income, derivatives, portfolio analysis, risk management, project management
- Experience: 2+ years of work experience in the financial services industry
- Type: Full-time
- Salary: $110,000.00 - $170,000.00
Moody's
At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where e…
SVP-Relationship Management (Public Finance)
San Francisco
- Skills: business development, Public Finance, financial instruments, capital markets, ratings process, relationship management, negotiation, sales, market outreach, strategic leadership
- Experience: 12+ years of professional experience (5+ years of experience in Public Finance)
- Type: Full-time
- Salary: $192,500.00 - $279,200.00
Citizens
Middle Market Relationship Manager II
San Francisco
- Skills: Middle Market, Relationship Manager, Commercial Banking, Professional Services, Banking, Finance, Client Relations, Market Analysis, Portfolio Management, Sales Strategy
- Experience: Professional
- Type: Full Time
Intuit
Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers wor…
Senior Staff Product Manager: Lending new offerings & channels
Mountain View
- Skills: Product Management, Lending, Customer Empathy, Product Lifecycle, Cross-Functional Teams, Performance Metrics, Innovation, Cash Flow, Growth, Financial Services
- Experience: 7-10 years of experience in product management
- Type: Full-time
- Salary: $191,500 - $259,000
Ameriprise Financial
We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Branch Manager
Walnut Creek
- Skills: business growth, recruitment, leadership, advisors, client experience, coaching, risk management, personal wealth management, sales activities, community networks
- Experience: 3 - 5 years of relevant work experience
- Type: Full-time
- Salary: $68,640 / year
Cardless
We make it easy for businesses to create and scale financial products that customers love—starting with credit cards. We’ve launched 14 credit cards, including…
Technical Leader
San Francisco
- Skills: platform architecture, technical leader, mentorship, coaching, hands-on involvement, vision execution, financial products, credit cards, business partnerships, customer engagement
BlackRock
BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Hybrid Market Leader/Sales Specialist
San Francisco
- Skills: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
- Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
- Type: Hybrid
- Salary: USD$100,000.00 - USD$110,000.00
Stockpile
Stockpile is an innovative company focused on financial services and customer satisfaction.
Client Service/Operations Representative
San Francisco
- Skills: client service, operations, customer retention, financial services, retail environment, brokerage account, trading inquiries, relationship building, proactive, coachable
- Experience: Previous customer service or operations experience in financial services or retail environment.
- Type: Temporary
Anchorage Digital
Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…
Client Experience Team Lead
San Francisco
- Skills: client experience, onboarding, account management, white glove service, risk management, wealth management, asset management, client support, interdepartmental collaboration, service model development
Airtable
Airtable is the no-code app platform that empowers people closest to the work to accelerate their most critical business processes. More than 500,000 organizat…
Sr. Manager of Commissions
San Francisco
- Skills: Leadership & Management, Plan Design, Commission & Bonus Calculations, Commissions Accounting, ICM System Ownership, Process Improvement, Automation, Sales Compensation, Cross-Functional Collaboration, Communication Skills
- Experience: Minimum 7+ years of work experience in a sales operations or finance role handling sales compensation, with at least 3 years in a people management role.
- Salary: $180,000 - $254,900 USD
Cardless
We make it easy for businesses to create and scale financial products that customers love—starting with credit cards. We’ve launched 14 credit cards, including…
Job Title (not specified)
San Francisco
- Skills: financial products, credit cards, partner, business, curiosity, humility, intensity, ownership, impact, venture capital
- Type: Full-time
Foundation Risk Partners
one of the fastest growing insurance brokerage and consulting firm in the US
Personal Lines Account Manager
San Francisco
- Skills: client service, consultation, personal accounts, renewals, applications, retention, relationships, underwriting, negotiation, coverage
- Experience: Minimum 3 years of Personal Lines experience required
- Type: Full-time
- Salary: $70,000 - $80,000 USD
Visa
Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments to fast, secure, and reliable electro…
Senior Director of Financial Institutions, North America Visa Direct
San Francisco
- Skills: sales management, money movement, client engagement, financial institutions, cross-border payments, team leadership, market insights, sales targets, strategic partnerships, RFP development
- Experience: Significant experience in sales management and client engagement
- Type: Full-time
ADP
ADP is a global leader in Human Capital Management (HCM) helping over 1,000,000 companies across the globe manage their most valuable asset -- their employees.
Private Equity District Manager
Pleasanton
- Skills: HCM, sales, Private Equity, business development, quota, consulting, finance, presentation skills, relationship management, territory management
- Experience: 5+ years of sales experience
- Type: Full-time
- Salary: $54,300.00 - $117,400.00 / Year
Plaid
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 b…
Account Manager
San Francisco
- Skills: account management, customer relationships, Fintech, integration, scaling, product expansion, partnership management, stakeholder relationships, cross-functional, solutions-oriented
Column
At Column, we set out to simplify and fix the banking supply chain. We are a bank and a software company built from the ground up, offering builders and develo…
Credit Risk Manager
San Francisco
- Skills: credit risk management, loan portfolio, credit partnerships, banking regulation, data-driven analysis, portfolio performance, credit policies, asset backed lending, project management, communication skills
- Experience: 3-5 years of experience in a credit risk or similar role in financial services
- Type: Full-time
- Salary: $120,000 - $150,000
Moody's
Moody's unites the brightest minds to turn today’s risks into tomorrow’s opportunities by creating an inclusive environment.
Financial Sales Professional - Asset Liability Management
San Francisco
- Skills: Balance Sheet Management, Asset Liability Management, sales, banking, financial institutions, CRM, relationship management, cross-sell, consultative selling, pipeline management
- Experience: 8+ years in business-to-business sales roles, preferably in banking and financial services.
- Type: Full-time
- Salary: $143,300.00 - $207,650.00
Cognizant
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. O…
Technology - Client Relationship Manager
Sunnyvale
- Skills: Client Relationship Management, P&L Management, Business Development, Project Management, Stakeholder Engagement, Consulting, Renewals, Industry Trends, Client Satisfaction, Problem Solving
- Experience: Minimum 15 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry.
- Type: Full-time
- Salary: $175,000 - $185,000
Bridge
Account Manager
San Francisco
- Skills: account management, sales strategy, revenue growth, customer retention, upsell opportunities, commercial negotiations, quantitative analysis, customer relations, technical requirements, fintech
- Experience: Minimum of 5+ years of full sales cycle or closing experience with existing business accounts.
- Type: Full time
Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extra…
Senior Analyst, Account Opening and Maintenance
San Francisco
- Skills: account opening, client onboarding, KYC, CIP, document generation, due diligence, risk mitigation, client data changes, process enhancements, financial services
- Experience: Experience with client onboarding, client data changes, KYC and CIP requirements, and/or regulatory obligations
- Type: Full-time
- Salary: $80,000 - $90,000
Moody's
At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We strive to create an inclusive environment where everyone feels…
Sr Industry Expert - Corporate Accounts - Consumers/Auto
San Francisco
- Skills: Corporate Accounts, Consumers, Sales, Business Development, Client Relationships, Market Opportunities, Senior Stakeholders, Industry Events, Risk Perceptions, Market Intelligence
- Experience: 10-12 years of industry experience
- Type: Full-time
- Salary: $170,000 - $220,000
Visa
Visa Direct is a cutting-edge payment service that allows clients to facilitate domestic and cross-border fund transfers/disbursements to Visa accounts using p…
Client Growth Analyst
San Francisco
- Skills: client-facing, growth strategies, account performance, transaction monitoring, program management, financial targets, go-to-market strategies, cross-selling, stakeholder communication, data analysis
- Type: Hybrid
Renew Financial
Renew Financial is the nation’s leader in affordable financing products for renewable energy and energy efficiency projects that help move America toward a cle…
Account Manager
Oakland
- Skills: Sales, Client Relationships, Financing Applications, Customer Satisfaction, Program Support, Training, Collaboration, Consumer Finance, Salesforce, Communication Skills
- Experience: 3-5 years of Sales experience working in the Financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries.
- Type: Full-time
ADP
ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Major Accounts Private Equity District Manager
Pleasanton
- Skills: Private Equity, HCM, Sales, Business Development, Client Relations, Strategic Initiatives, Quota, Team Collaboration, Networking, Sales Training
- Experience: 5+ years of quota carrying, outside business-to-business sales experience
- Type: Full-time
- Salary: $54,300.00 - $117,400.00 / Year
Vouch Insurance
Vouch is a modern insurance provider dedicated to the innovation economy. Backed by $185M in funding from world-class investors, we’re reimagining business ins…
Client Manager
San Francisco
- Skills: Account Management, Commercial Insurance, Risk Solutions, Client Relationships, Sales, Communication, Account Retention, Insurance Packages, Property and Casualty, Startups
- Experience: 3+ years of Account Management experience within the Commercial Insurance space
- Type: Full-time
- Salary: $78,000 to $83,000 per year
Mainspring Energy
Mainspring Energy is revolutionizing power generation with the world’s most flexible and adaptable onsite power generator, the Mainspring Linear Generator. Com…
Head of Project Finance
Menlo Park
- Skills: project finance, equipment leasing, market outreach, financing solutions, negotiation, deal execution, risk management, commercial skills, networking, team leadership
- Experience: 15+ years of relevant experience, including leading origination of significant project finance transactions
- Type: Hybrid
- Salary: $200,000 - $250,000 a year
Stellar Development Foundation
The Stellar Development Foundation (SDF) is a non-profit organization focused on working with and supporting changemakers to create equitable access to the glo…
Business Development Manager
San Francisco
- Skills: business development, blockchain, consulting, financial inclusion, partner management, enterprise-scale, cross-border, trade finance, negotiation, ecosystem
- Experience: 3+ years
- Type: Full-time
- Salary: $145,000 - $205,000
Lincoln Financial
Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Relationship Management Specialist, Local Market Account Management
San Ramon
- Skills: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
- Experience: 1 - 3+ Years
- Type: Hybrid/Flexible
- Salary: $53,500 - $96,300
Moody's
Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions and manage risk by providing insights, data, and analy…
Relationship Manager - Consumers, Industrials, Life Sciences - Western US
San Francisco
- Skills: sales strategies, B2B sales, Corporate & Professional Services, client needs assessment, relationship management, market dynamics, consultative selling, complex sales cycles, product overviews, stakeholder collaboration
- Experience: 10+ years
- Type: Full-time
- Salary: $112,000.00 - $162,400.00
Palantir
Palantir builds the world’s leading software for data-driven decisions and operations.
Deal Team Member
Palo Alto
- Skills: deal structuring, negotiation, commercial customers, legal, finance, sales, engineering, commercial terms, project management, stakeholder management
Lincoln Financial
Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Relationship Management Consultant
Walnut Creek
- Skills: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
- Experience: 3 – 5+ Years experience in relationship management
- Type: Hybrid/Flexible
Mercury
Mercury is building a complete finance stack for startups, working hard to create the easiest and safest banking experience possible to simplify entrepreneurs'…
Senior Manager - Treasury Operations
San Francisco
- Skills: Treasury, operations, brokerage, account onboarding, trade processing, regulatory compliance, team efficiency, financial technology, customer experience, performance metrics
- Experience: 5 years of firsthand experience with operational management processes at a fintech or other financial institution, with 3 years of direct exposure to broker-dealer and/or RIA operations.
- Type: Full-time
- Salary: $171,200 – $214,000 for US employees in specific high-cost locations; $154,100 – $192,600 for US employees outside of those areas; CAD 161,800 – 202,200 for Canadian employees.
Airwallex
Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and softwa…
Account Executive, Channel Partnerships, SME & Growth
San Francisco
- Skills: B2B sales, fintech, payment processing, eCommerce, SaaS, sales cycle, partnerships, negotiation, client onboarding, CRM systems
- Experience: Minimum 4 years of B2B sales experience in fintech or payments
- Type: Full-time
- Salary: $200K – $290K
Highnote
Highnote is an embedded finance company that sets the standard in modern card platform management. As an all-in-one card issuer processor and program managemen…
Senior Product Manager – Credit Servicing
San Francisco
- Skills: credit servicing, product management, payments infrastructure, API-driven, billing, collections, operational tooling, market research, product roadmap, KPI assessment
- Experience: 8+ years of product management experience
- Type: Hybrid
- Salary: $175,000-$225,000
Mercury
Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC.
eCommerce Sales Executive
San Francisco
- Skills: eCommerce, sales pipeline, prospect, close, pipeline management, financial tools, credit products, sales cycles, merchant needs, capital offers
- Experience: 1 year+ of closing experience as an account executive
- Type: Full-time
- Salary: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $134,600 - $168,200; US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $121,100 - $151,400; Canadian employees (any location): 127,100 - 158,900 CAD
AngelList
Treasury Product Lead
San Francisco
- Skills: Treasury, Product Lead, banking, financial infrastructure, money movement, startups, investors, product ownership, business opportunities, partner relationships
Bitwise Asset Management
Bitwise Asset Management focuses on providing education, partnership, and professionally managed investment products tailored to investment professionals, spec…
Fund Operations Associate
San Francisco
- Skills: operations, portfolio management, settlement functions, reconciliations, transaction approvals, process improvement, investor relations, operational processes, transactions, client transfers
- Experience: 2-4 years
- Type: Full-time
- Salary: $80,000-$90,000
Visa
Visa Inc. is a global payments technology company that connects consumers, businesses, financial institutions, and governments to fast and secure electronic pa…
Vice President, Global Head of Product for FX and Multicurrency Solutions
San Francisco
- Skills: Product Management, Foreign Exchange, Multicurrency Solutions, Strategic Leadership, Team Management, Product Development, Market Analysis, Stakeholder Engagement, Customer Focus, Financial Management
- Type: Hybrid
Stripe
Stripe is a financial infrastructure platform for businesses. Millions of companies—from the world’s largest enterprises to the most ambitious startups—use Str…
Product Lead, Head of Americas and Bank Methods
San Francisco
- Skills: product strategy, roadmap, execution, team management, cross-functional collaboration, B2B businesses, product design, user empathy, payments, banking
- Experience: 10+ years as a product manager
Mercury
Mercury is hiring a Credit & Underwriting Strategist. Our Credit & Underwriting team is looking for an experienced individual contributor to help scale our cre…
Credit & Underwriting Strategist
San Francisco
- Skills: underwriting, credit risk, analytics, B2B lending, data-driven, credit decisions, financial analysis, stakeholder engagement, regulatory compliance, risk assessment
- Experience: 5+ years in credit, underwriting, analytics, or risk roles
- Type: Full-time
- Salary: $142,900 - 160,700
Banner Bank
Banner Bank is a financial institution with more than 130 years of history, providing banking services with a strong emphasis on community involvement and stab…
CRE Portfolio Manager II
Walnut Creek
- Skills: commercial real estate, credit analysis, portfolio management, financial statements, covenant compliance, loan documentation, risk assessments, customer relationships, reporting issues, cross-sell opportunities
- Experience: 6 or more years of banking credit analysis experience required.
- Type: Full-time
- Salary: $131,319 - 154,493
Citizens Bank
Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and c…
Private Bank Relationship Manager PE/VC
Menlo Park
- Skills: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
- Experience: 7+ years in relationship management within PE/VC sector
- Type: Full-time
- Salary: $150,000 - $225,000 per year, plus incentive earnings
SmartBiz Bank
SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S., focused on transparency and personalized customer service.
SBA Business Development Officer Tier 4
San Francisco
- Skills: SBA 7a loans, Business development, Small business, Loan processing, Credit evaluation, Client relationship, Networking, Loan documentation, Site visits, Financial services
- Experience: 5-10 years in SBA Lending
- Type: Full-time
Lincoln Financial
Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.
Alternative Investment Sales Specialist Account Executive
San Francisco
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
- Salary: $190,000 - $480,000
Bank of America
A financial services corporation dedicated to responsible growth and inclusive workplace practices.
Treasury Sales Associate
San Francisco
- Skills: treasury sales, client relationship management, revenue growth, financial services, product penetration, client analysis, industry research, pricing models, client meetings, relationship building
- Experience: Two or more years of B2B sales and/or client service experience in a financial services environment
- Type: Full-time
- Salary: $95,000.00 - $108,000.00 annually
Interface AI
Interface AI is an industry-leading specialized AI provider for banks and credit unions, offering integrated AI platforms with voice, chat, and employee-assist…
BDR Manager
San Mateo
- Skills: AI, Banking, Credit Unions, Business Development, Leadership, Mentoring, Salesforce, Prospecting, FinTech, SaaS
- Experience: 2+ years managing a small BDR/SDR team
- Type: Full-time
Stripe
Stripe is a leading financial infrastructure platform empowering a diverse range of businesses—from startups to global enterprises—to manage payments and explo…
Account Executive for Crypto/Stablecoins
San Francisco
- Skills: sales, product expertise, crypto, stablecoins, business development, customer relationships, pipeline management, market strategy, technical dialogues, negotiations
- Experience: 8+ years of customer-facing experience at a leading technology or payments company
Two Dots
Two Dots is using AI to remake the way consumer underwriting is done, starting with residential real estate. They focus on harnessing financial documents to ma…
Enterprise Account Executive
San Francisco
- Skills: underwriting, consumer, real estate, financial documents, AI, lending decisions, relationship management, client engagement, business development, growth
- Experience: 2-6+ years of experience in consulting, investment banking, or fast-paced B2B startups
- Type: Full-time
- Salary: $95K – $125K • $0 – $125K Commission
Bank of America
Leasing Credit Senior Officer
San Francisco
- Skills: financial analysis, underwriting, risk management, loan structuring, client interaction, credit assessment, transaction structuring, legal document negotiation, due diligence, credit risk
- Experience: 7+ years in commercial banking or finance industry with significant commercial credit experience
- Type: Full-time
- Salary: $120,400.00 - $200,000.00
Visa
Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments to electronic payments.
Director, Cardholder Experiences - Network Processing
Foster City
- Skills: subscription management, product development, market strategy, client engagement, product commercialization, go-to-market strategies, product roadmaps, stakeholder communication, payment solutions, growth opportunities
Visa Direct
Visa Direct is a new payment service provider, offering push payment technology and facilitating domestic and cross-border fund transfers for clients including…
Team Lead, NA Super Regional, Regional and Community Bank Portfolio
San Francisco
- Skills: payment services, fund transfers, client relationship, transaction volume, revenue targets, client account management, growth initiatives, cross-border payments, strategic account growth, performance optimization