Last updated: 2025-10-26

33 Financial Services jobs in San Jose.

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Tekion

Positively disrupting an industry that has not seen any innovation in over 50 years, Tekion has challenged the paradigm with the first and fastest cloud-native…

Staff Product Manager – Accounting

Pleasanton

  • Skills: product management, financial systems, fintech, customer-centric, leadership, cross-functional, financial workflows, B2B software, API-driven payment, market trends
  • Level: senior
  • Type: full_time

Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investor…

Client Service Associate

Danville

  • Skills: client service, financial planning, investment advice, client relationships, account supervision, compliance, risk management, administrative functions, critical thinking, documentation
  • Level: mid
  • Type: full_time

Robinhood

Robinhood is committed to democratizing finance for all, creating a high-performing team that applies frontier technologies to solve major financial problems. …

Product Manager, Trading Platform

Menlo Park

  • Skills: product management, financial technology, trading services, brokerage, market-making, platform products, customer experience, data analytics, product vision, cross-functional collaboration
  • Level: mid
  • Type: full_time

OKX

OKX is a leading crypto exchange and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps).

Institutional Product Manager

San Jose

  • Skills: crypto, institutional financing, product management, trading strategies, market analysis, client requirements, strategic partnerships, go-to-market strategy, financial metrics, product lifecycle
  • Level: mid
  • Type: full_time

Lucid Motors

Leading the future in luxury electric and mobility, Lucid Motors is dedicated to introducing captivating luxury electric vehicles designed for the future of mo…

Staff, Treasury Operations and Analytics

Newark

  • Skills: cash management, liquidity operations, investment management, banking relationships, cash forecasting, financial analysis, FX hedging strategies, treasury operations, process improvement, financial markets
  • Level: mid
  • Type: full_time

Wealthfront

Wealthfront is committed to building products and services that are designed to earn our clients more and make it easy to bank, invest, and plan for the future.

Client Services Representative

Palo Alto

  • Skills: client services, automation, financial planning, investments, banking, Self-Driving Money, financial interests, clear communication, high fees, emergency funds
  • Level: entry
  • Type: other

Visa

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial instituti…

Digital Assets and Innovation Analyst

Foster City

  • Skills: digital assets, stablecoins, treasury, payments, consulting, finance, analytics, risk management, project management, cryptocurrency
  • Level: mid
  • Type: full_time

Meta

Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Ap…

Trade Program Manager

Sunnyvale

  • Skills: tariff management, global trade compliance, Harmonized System, new market entry, risk assessments, trade barriers, stakeholder engagement, process improvements, customs procedures, trade management systems
  • Level: mid
  • Type: full_time

xAI

xAI’s mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motiv…

AI Sell-Side Finance Data Specialist

Palo Alto

  • Skills: sell-side finance, data annotation, trading strategies, investment banking, risk assessment, regulatory compliance, AI systems, data curation, annotation tools, financial compliance
  • Level: mid
  • Type: contract

Visa

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial instituti…

Senior Product Manager

Foster City

  • Skills: FX trading, payments, API, Agile, Scrum, SQL, user acceptance testing, product development, database query, UI/UX design
  • Level: senior
  • Type: full_time

OKX

OKX is a leading crypto exchange and developer of OKX Wallet, focusing on providing access to crypto trading and decentralized applications.

Compliance Analyst, AML Investigations

San Jose

  • Skills: AML, investigations, transaction monitoring, due diligence, financial services, FinTech, cryptocurrency, suspicious activity, SAR filings, Chainalysis
  • Level: mid
  • Type: full_time

Robinhood

Robinhood is a financial services company that aims to democratize finance for everyone, providing accessible trading opportunities.

Product Manager - Crypto International

Menlo Park

  • Skills: product management, crypto trading, perpetual futures, user experience, data analysis, collaboration, research, consumer products, financial services, strategy
  • Level: mid
  • Type: full_time

Palo Alto Networks

Palo Alto Networks is the fastest-growing security company in history, dedicated to protecting our digital way of life.

Manager, Treasury

Santa Clara

  • Skills: capital markets, foreign exchange, liquidity optimization, risk management, financial forecasting, reporting metrics, FX forward transactions, accounting, cash management, automation
  • Level: mid
  • 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…

Staff Fraud and Risk Analyst

Mountain View

  • Skills: fraud detection, data analysis, KYC, risk mitigation, SQL, machine learning, fraud analytics, banking regulations, customer support, fraud operations
  • Level: senior
  • Type: full_time

Palo Alto Networks

At Palo Alto Networks® everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life.

Manager, Treasury

Santa Clara

  • Skills: Treasury, capital markets, foreign exchange, risk management, financial metrics, analytics, forecasting, liquidity, financial services, correspondence
  • Level: mid
  • Type: full_time

Fidelity Investments

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a priva…

Client Support Specialist

San Jose

  • Skills: customer service, financial planning, problem resolution, client support, transaction processing, financial success, case management, communication skills, organizational skills, business development
  • Level: mid
  • Type: full_time

Wells Fargo

Wells Fargo is a global financial services leader committed to driving innovation and empowering communities.

Relationship Banker - Silicon Central

Santa Clara

  • Skills: customer service, banking products, relationship management, financial advisory, retail banking, account servicing, sales development, financial compliance, digital banking, communication skills
  • Level: entry
  • Type: full_time

JBA International

Loan Processing Lead

Menlo Park

  • Skills: lending, mortgage, real estate, documentation, underwriting, capital markets, borrower communication, issue resolution, pipeline management, stakeholder coordination
  • Level: mid
  • Type: full_time

JPMorganChase

JPMorgan Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a b…

Relationship Banker

San Ramon

  • Skills: Financial Services, Sales Experience, Client Relationships, Banking Solutions, Customer Service, Regulatory Compliance, Communication Skills, Technology Solutions, Retail Banking, Relationship Management
  • Level: entry
  • Type: full_time

Bank of America

Bank of America is committed to making financial lives better through the power of every connection. We focus on responsible growth, delivering for clients, an…

Financial Solutions Advisor Registration Candidate

Oakland

  • Skills: Financial Solutions, client relationships, Securities Industry licenses, investment solutions, comprehensive advice, consultative approach, banking, client care, customer focus, coaching
  • Level: entry
  • Type: full_time