FinTech B2B Sales Champion for Advisors
$82kF-Prime Capital
Vestwell is a fintech company redefining how people save for retirement, education, and healthcare, serving thousands of employers and savers. This role focuses on converting leads into plan sales through financial advisors in New York City or Austin, with a hybrid in-office setup. You will own the full sales cycle, manage a high-velocity pipeline, and exceed quota using structured methodologies. Base salary, OTE around $82K, and a strong benefits package are part of the offer. #J-18808-Ljbffr F-Prime Capital
- ...future of this product line. You will partner closely with our Sales, Product, Finance, Support and Operations teams, all the way up... ...Professional Services Consultant position within a rapidly growing fintech company, working with large strategic customersAbility to think...Suggested
- ...automationData-driven mindset with ability to translate complex data into clear insightsPayments or Financial Products Experience Background in fintech (payments, lending, BNPL, crypto, trading platforms), or similar financial services environmentAuditboard Experience Familiarity...SuggestedRelocationRelocation package
$76.32k - $127.21k
...highly motivated and qualified Senior Financial Planner to support advisors in all aspects of financial plan design and analysis. This... ...wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors...SuggestedFull timeWork at officeWork from home$172.5k - $222.5k
...incidents, technology innovation, and process optimization.What you'll bring to Circle:10+ years of experience in fraud risk management in fintech, payments, banking, or financial services.Strong understanding of fraud threats, including synthetic identities, deepfakes, account...SuggestedLocal areaFlexible hours$197.97k - $329.91k
...is the nation’s largest independent broker‑dealer and a Fortune 500 fintech leader, supporting more than $1.2 trillion in assets through a modern technology platform that powers over 22,000 advisors. Technology is not just a support function at LPL — it is a primary growth...SuggestedFull timeWork from home- ...financial goals. Job Overview Wealth Advisors Group (WealthAG) is a group of corporate... ...policies and procedures. Identify new sales and asset retention opportunities... ...affiliation models, investment solutions, fintech tools and practice management services, ensuring...Work experience placementWork at officeImmediate startWork from home
$70.9k - $118.2k
...with LPL Financial. Job Overview: Wealth Advisors Group (Wealth AG) is a group of corporate... ...policies and procedures Identifying new sales and asset retention opportunities Regularly... ...models, investment solutions, fintech tools and practice management services, ensuring...Work at officeImmediate startWork from home$260.8k - $358.6k
...Leadership Team. You will architect and champion Procore’s global investor relations vision... ...cycle, you will act as an internal strategic advisor—leveraging macroeconomic data,... ...within the Enterprise SaaS or high-growth B2B technology sectors is highly preferred.SaaS...Full timeLocal areaShift work$75k - $90k
...Ability to work independently and as part of a team. Attention to detail and commitment to accuracy. The Extras Experience in a fintech, financial services, or similarly regulated industry preferred. Familiarity with government or state‑administered programs (529 plans...Contract workWork at office- ...Qualifications You have worked in the financial services, ideally a broker dealer or investment management / advisory firm, or in a fintech. Proven experience in broker‑dealer (FINRA/SEC) end to end investment services and operations is a definite plus. Payment...Local area
- Vestwell, a fintech company, is seeking a Senior Associate in Revenue Operations - Finance to join a cross‑functional RevOps team. The role focuses on aligning pricing, billing, and commissions with scalable, low‑code, no‑code automations and robust data workflows. Based...Work at office
- A leading fintech company in Austin, Texas, seeks an experienced Enterprise Solutions Consultant for its Expense product line. This role involves partnering with various teams to implement and advocate for Navan's expense solutions, aiming for client satisfaction and growth...
- ...Innovative capital markets technology (FinTech) company Industry Information Technology... ...relationships and serving as a strategic advisor. The role also involves managing a team... ...Investor Coverage Functions Business Development Sales/Revenue ConfidentialRemote work
- ...Auto Care in Austin is seeking an experienced Automotive Service Advisor / Service Writer to connect customers with technicians and guide... ...-paced shop environment. The role emphasizes customer service, sales of recommended services, and teamwork with a supportive automotive...
- About The Role Truss is a regulated fintech: real bank accounts, real money movement, cards, payables, receivables. Risk is not a side quest. Every dollar we move is a decision — onboard or don't, pay or hold, release or review — and those decisions have to be fast, sharp...For contractors
- ...future of this product line. You will partner closely with our Sales, Product, Finance, Support and Operations teams, all the way up... ...Professional Services Consultant position within a rapidly growing fintech company, working with large strategic customers Ability to...
- ...product additions. Lab Alley is a fast-paced B2B eCommerce powerhouse looking for a... ...including the generation of final label PDFs. Champion customer satisfaction: Serve as the vital... ...: Proficient in leveraging product data, sales results, and market insights to drive...Full timeTemporary workMonday to Friday
- ...SaaS onboarding or implementation Accounting or ERP systems Fintech, vertical SaaS, or proptech Client enablement, solutions consulting... ...processes from the ground up. Customer‑facing experience in a B2B SaaS environment focused on product adoption or technical...Relocation
- Apex Fintech Solutions in Austin, TX seeks a Portfolio Manager to execute daily portfolio management and trading for AIM's sub-advisory clients. You will manage client trading sessions, review algorithmic proposals, ensure regulatory compliance, and monitor execution quality...
$68.08k - $113.4k
...Through our delegated model The Private Trust Company enables LPL Advisors to maintain investment management and relationship management... ...range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors...Work experience placementWork from home- ...for governance excellence, both strategically and day-to-day. This remote, US-based role requires deep model governance expertise, regulatory knowledge, and hands-on leadership to drive the company’s growth in a fast-moving fintech environment. #J-18808-Ljbffr SentiLinkRemote work
- WHO WE ARE Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to...Work from home
- ...advanced degree in STEM or related field is preferred. 5+ years’ experience in data analysis or related roles, preferably in the Fintech or Payments industry. Familiarity with card payments or banking/finance industry, including knowledge of transactional payment data...Worldwide
- Wise is seeking a Senior Risk Manager to drive the implementation and day-to-day management of the risk framework for the Wise US Broker Dealer franchise, with a particular focus on Operational risk management. This role will provide guidance on risk and control assessments...
$197.97k - $329.91k
...is the nation’s largest independent broker‑dealer and a Fortune 500 fintech leader, supporting more than $1.2 trillion in assets through a modern technology platform that powers over 22,000 advisors. Technology is not just a support function at LPL — it is a primary growth...Work from home$140k - $180k
...equivalent experience 10+ years in Governance, Risk Management, Risk Operations, Internal Audit, or related fields Experience in payments, fintech, or other regulated environments Proven ability to design and evolve governance frameworks, not just operate existing processes...Work at officeImmediate startRemote workVisa sponsorship- BCG Attorney Search is seeking a Financial Regulatory Associate to join its Financial Services and Securities Enforcement Department in Austin. The successful candidate will advise clients on payments products and regulatory inquiries while collaborating with various teams...
- ...Education Strong academic record from an accredited law school. Certifications Membership in the Texas Bar. Skills Understanding of fintech clients and payment products. Experience with consumer protection laws and regulations. Proficiency in leveraging technology for...
$260k - $365k
...Financial Services and Securities Enforcement team. This role sits within a practice that regularly advises financial institutions, fintech companies, and payments platforms on regulatory exposure, product development, and government scrutiny. Openings are available in...Work at office- ...driving enterprise-level outcomes and championing the "Cognite Moonshot" our... ...retention and expansion). As a trusted advisor, you will partner with our sales teams to close large, strategic, multi... ...understanding of the enterprise B2B customer journey and a track record...
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