Candidates must have a proven track record in client experience management within financial services, along with strong leadership skills and experience in strategic planning. A deep understanding of wealth management, tax services, and client engagement strategies is essential, as well as familiarity with Salesforce and other client management systems.
Candidates should have experience working in a fast-paced environment with a culture of excellence. A proven track record of developing creative solutions to business challenges is essential, along with strong skills in defining product vision and roadmaps.
Candidates should have a strong background in wealth management and financial planning, preferably with experience serving medical professionals. A proven track record of building client relationships and delivering exceptional service is essential. Candidates must embrace technology and have the ability to work collaboratively in a team-oriented environment.
Candidates should have a Bachelor's degree in Accounting or a related field and a CPA license is preferred. A minimum of 5 years of experience in tax management and preparation is required, along with strong knowledge of tax laws and regulations. Excellent communication and interpersonal skills are essential for managing client relationships effectively.
The Director, Product Marketing requires 10+ years of product marketing experience in multi-product organizations with a B2C focus, a Bachelor’s Degree in Marketing, Business, or a related field, proven success in building and leading high-performing product marketing teams, strong analytical and strategic thinking skills, and exceptional communication and influencing skills for cross-functional collaboration. A deep understanding of consumer markets, industry trends, and emerging technologies i…
Candidates must possess 10+ years of experience in a security-related field, combining architectural leadership with hands-on security architect experience. They should have 5+ years of experience working with AWS environments and DevSecOps practices, along with 5+ years of application security experience utilizing either functional or imperative languages. Experience with security policy frameworks such as NIST, CIS, or FFEIC is required, as is the ability to perform security-focused code revi…
The ideal candidate should possess a Master’s Degree in Computer Science, Statistics, Mathematics, Information Systems, or a related technical field, along with 10+ years of leadership experience in data and analytics, including a track record of building and scaling high-performing data teams and cloud-based data platforms. Deep expertise in working with large, complex datasets, predictive analytics, machine learning, and advanced analytical tools is required, as is experience leading the devel…
Candidates should have 2-5 years of finance/accounting experience, high proficiency with Excel, Google Sheets, PowerPoint, and Financial ERP systems, and experience working with C-suite level leadership. They should also possess the ability to lead work initiatives with cross-functional coordination and disseminate significant amounts of information with attention to details and accuracy, demonstrating a highly motivated and quick learning attitude.
Candidates should possess 5+ years of experience in partnerships, account management, or marketing at a fast-paced, high-growth company, along with expertise in developing, negotiating, and managing strategic partnerships that drive revenue and business expansion. Strong communication and negotiation skills are required, enabling engagement and influence with stakeholders at all levels, both internally and externally. Proven ability to analyze industry trends, competitor positioning, and partner…
Candidates should possess at least 7 years of experience developing data-driven credit strategies for loans or credit cards, leveraging risk models, rules, and multiple data sources. They must have at least 1 year of experience in leading and mentoring team members, along with strong analytical skills utilizing SQL and Python for data analysis. Experience in risk analytics, segmentation, and statistical modeling (decision trees, gradient boosting models) is required, as is familiarity with Busin…
Candidates should possess 5+ years of experience in business-to-consumer email marketing or lifecycle marketing, with at least 3 years specifically focused on developing lifecycle/CRM engagement programs. They should also have experience in audience segmentation and targeting utilizing database information and real-time event data, along with strong data analysis skills and knowledge of business intelligence systems such as Looker or Tableau, and understanding of regulatory and privacy requireme…
Candidates should possess 3+ years of B2C copywriting experience in either an agency or in-house creative team, a Bachelor's degree in advertising, communications, journalism, or a related field, proven ability to translate complex topics into accessible consumer-facing content, demonstrated experience with A/B testing and data-driven copy optimization, and a strong track record of successful designer collaboration on campaign launches.
Candidates should possess 7+ years of professional development experience, extensive experience with server-side concepts such as microservices, database, caching, performance, and scalability, data modeling experience and integration with database technologies like PostgreSQL or Amazon RDS, and extensive experience with modern Node.js. Professional experience working with Product Managers on consumer-facing products and professional experience in React is also required.
Candidates should possess 8+ years of experience in fraud prevention strategies and analytics for loans or credit cards, along with 3+ years of leadership experience managing fraud teams. They must demonstrate strong expertise in fraud detection, analytics, and emerging fraud trends, coupled with proficiency in SQL and Python for data analysis.
Candidates should possess excellent leadership and team management skills with a track record of building and leading successful engineering teams, along with 4+ years of management experience and 2+ years managing other engineering managers and leaders. They should also have 8+ years of experience building large-scale web and/or mobile applications, and strong experience with A/B testing, experimentation platforms, and frontend frameworks such as React or Next.js.