Senior AI Specialist - Gen AI, NLP
Sofi job in Seattle, WA
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:
SoFi's AI Specialist - GenAI, NLP (Banking/Financial Services) is a critical hands-on engineer position in SoFi's growing independent risk organization focussed on applying data processing/reporting and practical artificial intelligence techniques to solve real world problems. This role will be instrumental in conceptualizing, prototyping and implementing best-in-class AI-based solutions to meet risk management requirements.
This hands-on individual contributor role will work closely with the Director of Risk Analytics, and will play a pivotal role in developing data, reporting, and infrastructure solutions supporting the risk function. This is a crucial role for the independent risk function as we execute our mission to help more members get their money right.
What you'll do:
* Architect AI Solutions: Design and develop AI-based solutions leveraging available Generative AI (Gen AI), BERT based LLMs, and natural language processing to enable enhanced risk reporting, deeper insights, and automated risk management web applications and solutions.
* Develop Agent Systems: Serve as a subject matter expert in developing sophisticated agentic solutions utilizing Large Language Models (LLMs) to automate complex tasks and workflows.
* Implement AI Operations & Observability: Implement comprehensive AI observability solutions, including real-time monitoring, error tracking, and performance logging for deployed models.
* Model Optimization: Implement and manage parameter-efficient fine-tuning (PEFT) techniques (e.g., LoRA) to customize and optimize pre-trained models for specific tasks with minimal computational overhead
* Cross Functional Collaboration: Coordinate with cross-functional teams to distill specific requirements, project roadmaps, and ensure accurate and on-time project deliveries
* Proof of Concepts & Proposals - Identify areas for process enhancements and automation to streamline workflows and increase productivity within the risk management function.
* AI Innovation: Stay up-to-date with the latest trends and advancements in GenAI, LLMs, and NLP, evaluating and experimenting with new techniques and tools to push the boundaries of AI innovation in the banking sector.
What you'll need:
* Bachelor's or Master's degree in Computer Science, Data Science, AI, Machine Learning, or a related field. PhD is a plus.
* 5+ years software development experience, with 3+ years of hands-on experience in developing and successfully deploying production-level AI applications that have been used by real customers or internal stakeholders.
* Expert-level experience with LangGraph to model and orchestrate complex, stateful multi-step reasoning and control flow in LLM applications.
* Expert-level experience in developing agentic solutions, including familiarity with tool-use, planning, memory, and reflection patterns.
* Deep understanding of Large Language Model (LLM) architectures, prompt engineering, retrieval-augmented generation (RAG), and advanced text generation techniques.
* Direct experience implementing AI observability solutions (e.g., using tools like LangSmith, Arize, Weights & Biases) and establishing rigorous tracing and testing methodologies for LLM workflows.
* Proven experience implementing parameter-efficient fine-tuning (PEFT) techniques (e.g., LoRA) to customize and optimize pre-trained models for specific tasks with minimal computational overhead.
* Experience with cloud platforms (AWS, Azure, or GCP) and containerization technologies (Docker, Kubernetes).
* Expert level Python is required.
* React is strongly preferred.
* Experience with large-scale data handling, including unstructured and structured data pipelines, with a strong preference for Snowflake and DynamoDB.
* Experience developing and integrating AI-powered APIs and microservices architecture into banking applications.
* Experience with vector databases and retrieval-augmented generation (RAG) techniques using systems like Elasticsearch, Pinecone, or FAISS for enhancing LLM performance.
* Expertise in AI system evaluation, including selection and application of appropriate performance metrics across diverse scenarios.
* Strong analytical and problem-solving skills with attention to detail and an ability to work with complex, large-scale systems.
* Strong collaboration skills, with experience working in agile, cross-functional teams.
Nice to have:
* Familiarity with regulatory frameworks and ethical considerations in AI within the banking industry (e.g., GDPR, data privacy, model explainability).
* Experience in banking or financial services use cases such as conversational AI for customer service, intelligent document processing for loan applications, fraud detection, or risk analysis.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $128,000.00 - $240,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyDirector Product Management, AI Features
SoFi job in Seattle, WA
The Role:
We are seeking an experienced, strategic, and highly collaborative product leader to lead the development of next-generation interactive features for SoFi. This role is central to the success of SoFi's goal to be a trusted guide in helping Members Get Their Money Right.
You will have an opportunity to own a suite of 0 to 1 features that leverage new technologies to engage Members in improving all aspects of their financial lives. You will be responsible for setting, refining, and executing strategies; identifying customer needs and prioritizing opportunities based on market and customer data; defining industry-leading customer experiences; and delivering features that have the power to change how people interact with SoFi. As a product leader in our organization, we look to you to set big, ambitious goals, be gritty, and hold yourself and your cross-functional teams accountable to deliver results on behalf of our members. You will be a vocal and empathetic customer advocate, influencing and building cross-functional experiences with stakeholders across all business units.
This role is inherently cross-functional-you will work closely with engineering, marketing, data science, design, operations, finance, risk, legal, compliance and executive teams to set business objectives, define product strategy, prioritize features and execute on them.
What You'll Do:
Build out the vision, strategy, and product roadmap for a suite of interactive features that drive engagement with all SoFi products
Identify leapfrog product features, leveraging forward thinking technology, data, and tools, including ML or AI, that will provide a significantly differentiated value to our members, to help them get their money right
Create and evangelize a product vision and own a multi-year product roadmap, including prioritizing and driving backlogs for launch with your dedicated engineering teams
Communicate the vision, strategy, execution plan and customer impact/learnings to all stakeholders including the highest levels of leadership in the company
Collaborate closely with the full cross-functional team (e.g., marketing, product, design, engineering, platform, data, compliance, risk, finance and operations) for your line of business & initiatives, to help execute on the strategic vision
What You'll Need:
Bachelor's degree or higher with a technical discipline
10+ years of product management experience
Demonstrated success in defining and delivering customer-facing features
Familiarity and/or experience working with LLMs / AI components
Experience mentoring / leading a product team or cross-functional team
Full stack "operator": ability to both create and execute the business and product strategy; with clear objectives, but limited, ambiguous, or varied direction
Ability to operate in a complex cross-functional environment, leading and influencing colleagues, and ultimately leading to timely tactical decision making to advance our objectives
Flexible and collaborative approach to problem solving and ideation in a highly ambiguous environment
Superior communication skills, both written and verbal, along with experience presenting to C-level leadership
Data-driven approach and excellent analytical skills
Passion for your customers! You do right by them, always
Auto-ApplyStaff Product Designer, Borrow Origination
Sofi job in Seattle, WA
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 Team
The Borrow design team at SoFi crafts seamless, intuitive experiences across our lending products, helping members borrow with confidence and realize their ambitions.
Borrowing can feel overwhelming and complex. As product designers, our role is to reduce friction, increase clarity, and build trust in high‑stakes, decision‑heavy moments. We shape the future of loan origination by delivering new features and improving current experiences that help members understand options, qualify, and get to "yes" faster.
The lending journey has two key milestones: applying for a loan and, once funded, paying on time. This role focuses on the first milestone - from product education and discovery through pre‑qualification, application, verification, and offer selection.
The Role
As a Staff Product Designer on the Borrow Origination team, you will help shape the future of personal finance by designing member‑first experiences. In this role, you will:
* Use a design‑thinking process to establish and execute vision for team initiatives.
* Challenge the status quo, push innovation, and inspire teams toward a unified outcome
* Look holistically at members' end to end user journeys and develop a strategic vision on how to educate, guide them to the right lending product for their goals.
* Use data, research, and experimentation to drive design decisions; partner on A/B tests and define success metrics (e.g., completion rate, time‑to‑yes, drop-off reduction, error rate, NPS).
* Lead end‑to‑end design for origination flows-from top‑of‑funnel education and pre‑qualification to verification, document upload, and offer selection-across web and mobile platforms.
* Reduce friction and ambiguity throughout the application process.
* Enable personalized discovery experiences that create cross-ecosystem value within SoFi.
* Translate complex requirements (risk, legal, compliance, credit policy) into simple, trustworthy interactions and clear, inclusive content.
* Collaborate closely with Product Managers, Engineers, Researchers, and Content Designers across multiple product areas to deliver seamless experiences that transform members' financial situation.
* Create systems, not just screens-define patterns for progressive disclosure, validation states, help surfaces, and decision moments; contribute to and advocate for high-quality, consistent design system adoption.
* Prototype at the right fidelity to align stakeholders and validate value early; run usability tests and synthesize insights into actionable design iterations.
* Tell a compelling story-craft artifacts that communicate rationale, trade‑offs, and impact to drive alignment and accelerate decision-making.
* Collaborate with our design system (Pacific) to leverage and improve templates and components.
* Contribute to scaling design best practices across the company and within the Design org.
Qualifications and experience
* 8+ years in product design/UX with a portfolio showcasing complex, high‑stakes flows and measurable outcomes.
* Strong written and verbal communication; able to articulate strategy and process and lead cross‑functional alignment.
* Experience partnering with Product/Engineering/Data to define product strategy and experimentation plans.
* Fluency in using metrics to inform design and measure success.
* Experience facilitating design sprints or similar frameworks to align stakeholders around business and member needs.
* Expertise with modern design/prototyping tools (Figma; Adobe Creative Suite as needed).
* Strong command of mobile and web UX best practices (iOS, Android, responsive web).
* Ability to translate research, member needs, and product data into clear design decisions.
* Experience presenting to senior leadership and advocating for member needs within business and technology constraints.
* Experience setting and managing design priorities through planning and execution.
* Passion for team building and shaping a healthy design culture.
Even better
* Experience in personal finance, lending/credit, identity/KYC, or other regulated domains.
* A passion for turning complexity into usable, beautiful experiences.
* Experience working with remote, distributed teams.
* Exposure to both B2C and B2B or operator/agent tooling environments.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $144,000.00 - $247,500.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyManager, Automation Engineer
Sofi job in Seattle, WA
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.
About the Role
SoFi's Corporate Applications team builds the automation, AI-driven workflows, and SaaS platform capabilities that help employees work smarter, faster, and more securely. As we scale our automation ecosystem and modernize our enterprise application portfolio, we are seeking a Manager, Automation Engineering to lead and develop a growing technical team while remaining hands-on with high-impact automation and integration projects.
In this role, you will guide a team of system engineers and platform administrators, drive roadmap execution, define automation and SaaS governance standards, and deliver intelligent workflows that support SoFi's operational growth. You will work across a diverse SaaS ecosystem-including ServiceNow, Atlassian, Okta, Google Workspace, Slack, Zoom, and cloud platforms such as GCP and AWS-to architect scalable automations and ensure our SaaS platforms are stable, secure, and optimized.
This is a working manager role: you will actively contribute to complex engineering efforts while building a high-performing team, aligning work to organizational strategy, and partnering with leaders across IT, Security, GRC, Procurement, and other business units.
What You'll Do
Team & People Leadership
* Manage and develop a team of six technical contributors, including Senior Automation Engineers, Automation Engineers, and Platform Administrators.
* Provide mentorship, coaching, career development, and performance feedback to foster a high-performing, accountable engineering culture.
* Own team staffing, onboarding, and skill progression as the automation and SaaS platforms evolve.
* Lead team rituals including sprint planning, prioritization, standups, and retrospectives.
Technical & Program Leadership
* Oversee the design, development, and delivery of automation solutions across ServiceNow, Atlassian, Okta, Google Workspace, Slack, Zoom, GCP, AWS, and other enterprise SaaS platforms.
* Remain hands-on for complex workflows, integrations, and AI-driven automations requiring senior-level architectural or engineering expertise.
* Build AI-driven chatbots and intelligent task agents using platforms such as ChatGPT, Moveworks, and Now Assist.
* Architect Agentic AI workflows that orchestrate LLM-based decision-making with enterprise systems and automation tools like Workato, Flow Designer, and Zapier.
* Define technical standards for reusability, security, accessibility, RBAC enforcement, and configuration consistency across automation initiatives.
SaaS Governance & Platform Stability
* Establish and own governance frameworks for the ~15 SaaS platforms managed by the Corporate Applications team.
* Ensure consistent RBAC, service account management, license optimization, and system configuration across platforms.
* Lead stabilization efforts, configuration audits, and cleanup initiatives to reduce drift and improve reliability.
* Improve and standardize the SaaS application onboarding experience, ensuring new apps enter the environment with scalable, secure configurations and predictable integrations.
Cross-Functional Leadership & Stakeholder Partnership
* Serve as the primary point of contact for automation and platform engineering needs across IT, Security, GRC, Legal, Procurement, and business stakeholders.
* Partner with leadership to define the automation roadmap, influence investment decisions, and ensure platform strategy aligns with organizational goals.
* Lead intake, prioritization, and communication processes for automation and SaaS workflow initiatives.
* Represent the team in operational reviews, architecture discussions, governance meetings, and senior leadership updates.
Operational Excellence & Measurement
* Define and monitor KPIs for automation efficiency, platform stability, adoption, and ROI.
* Ensure the team meets delivery expectations, documentation standards, and operational SLAs.
* Implement and maintain system health monitoring, alerting, and automated governance routines.
* Continually refine processes, tools, and frameworks to drive scalable, predictable delivery across the team.
What You'll Need
* 7+ years of experience in automation engineering, SaaS platform operations, enterprise integrations, or related technical fields.
* 2+ years of experience leading or managing technical contributors in an engineering or platform operations environment.
* Deep experience with automation and integration platforms such as Workato, Flow Designer, Zapier, or Moveworks.
* Strong hands-on experience with ServiceNow, Atlassian, Okta, SaaS administration, and workflow automation.
* Experience delivering LLM-powered workflows, chatbots, intelligent routing, and conversational automation.
* Advanced proficiency with REST APIs, JSON, webhooks, and scripting languages (JavaScript, Python).
* Familiarity with cloud platforms such as Google Cloud Platform (GCP) and Amazon Web Services (AWS).
* Strong understanding of RBAC, identity lifecycle, least-privilege access models, and secure automation design.
* Ability to lead multi-stream technical work, influence cross-functional decision-making, and communicate complex topics with clarity.
* Ability to balance hands-on engineering with people leadership responsibilities in a working-manager role.
Nice to Have
* Experience with Agentic AI frameworks (LangChain, AutoGen, Workato Copilot).
* Experience contributing to or building an Automation Center of Excellence.
* Experience with CI/CD pipelines, version-controlled automation assets, or Infrastructure-as-Code.
* Background in SaaS license management or data-driven optimization.
* Experience modernizing SaaS admin processes and governance models.
Why You'll Love Working Here
At SoFi, you'll help shape the future of enterprise automation, AI-driven workflows, and SaaS platform operations. You'll lead a talented team, work with modern tools and cloud technologies, and deliver meaningful improvements that enable employees company-wide. We value innovation, inclusivity, ownership, and continuous improvement-and we empower our engineering leaders to build impactful, scalable systems that help our teams and our members thrive.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $108,800.00 - $204,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyStaff IAM Engineer, Non-Human Identity
Sofi job in Seattle, WA
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
The Staff IAM Engineer, Non-Human Identity is responsible for securing and managing all non-human identities including service accounts, application identities, machine credentials, APIs, bots, and workloads across on-prem, cloud, and crypto infrastructure. This role ensures that automated and machine-based identities follow the same governance, lifecycle, and least-privilege principles as human users. You will design systems that enable secure authentication, secrets management, and access provisioning for automated services, APIs, and DevOps pipelines. This role directly protects sensitive financial data, crypto custody environments, and transaction systems from privilege misuse, credential leakage, and insider or supply chain threats.
What You'll Do
Identity Architecture & Engineering
* Design, implement, and maintain a Non-Human Identity (NHI) framework governing all service accounts, API tokens, certificates, and machine credentials.
* Implement centralized secrets management using tools such as HashiCorp Vault or AWS Secrets Manager,
* Build integrations with CI/CD pipelines and cloud services (AWS, GCP, Azure) to enforce automated credential rotation and JIT provisioning.
* Define and implement tagging, ownership, and classification models for non-human identities.
* Develop scalable onboarding processes for applications, workloads, and bots that require secure authentication.
Lifecycle Management & Governance
* Develop automated workflows for creation, rotation, deactivation, and certification of service accounts and API keys.
* Partner with developers and DevOps to transition hard-coded credentials to secure vaults.
* Establish policies for key rotation frequency, credential expiration, and certificate renewal.
* Integrate NHI lifecycle into IAM governance tools (Okta).
* Support quarterly access reviews and certification campaigns for non-human identities.
Automation & Integration
* Build automation using APIs, Python, PowerShell, or Terraform to manage credentials and monitor access.
* Integrate non-human identity telemetry into SIEM/SOAR platforms for anomaly detection.
* Implement visibility dashboards to track total NHI inventory, owners, last use, and compliance status.
* Deploy Just-in-Time (JIT) credential provisioning for ephemeral workloads and containers (Kubernetes, Lambda, ECS, etc.).
Security & Risk Management
* Enforce least privilege and zero-trust principles for machine access.
* Monitor for unused or excessive service accounts and remediate over-permissioned credentials.
* Support incident response teams with forensics on compromised API keys or tokens.
* Define detection logic for credential misuse or non-standard access patterns.
* Partner with Application Security to integrate secure NHI handling into SDLC.
Compliance & Audit
* Maintain audit trails for credential issuance, usage, and rotation events.
* Produce compliance reports for SOX, SOC 2, PCI DSS, FFIEC, and crypto-custody audits.
* Collaborate with internal audit and compliance teams to validate NHI control effectiveness.
* Document architecture, data flows, SOPs, and exception processes for NHI management.
Innovation & Continuous Improvement
* Evaluate emerging NHI management solutions (e.g., SPIFFE/SPIRE, workload identity federation, cloud-native secrets stores).
* Lead proof-of-concepts to modernize credentialless or short-lived identity methods.
* Advocate for security automation and the reduction of static credentials across the enterprise.
What You'll Need
Education & Experience
* Bachelor's degree in Computer Science, Cybersecurity, or related discipline.
* 3-6 years of experience in IAM, DevSecOps, or Security Engineering roles.
* Hands-on experience with non-human identity or secrets management tools
* Familiarity with cloud IAM concepts (AWS IAM Roles, Azure Managed Identities, GCP Service Accounts).
* Experience integrating IAM or secrets systems with CI/CD pipelines and DevOps tools.
Technical Skills
* Proficiency in automation and scripting (Python, PowerShell, or Bash).
* Strong understanding of authentication standards (OIDC, OAuth 2.0, SAML, JWT).
* Knowledge of API security, key rotation policies, and service-to-service authentication.
* Familiarity with container and workload identities (Kubernetes, ECS, Lambda).
* Understanding of Zero Trust, machine identity, and certificate lifecycle management.
Preferred Certifications
* HashiCorp Certified Vault Associate
* AWS Certified Security - Specialty
* Okta Certified Professional or Administrator
* (ISC)² Certified Identity and Access Manager (CIAM) or CISSP
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $144,000.00 - $247,500.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyDirector, Technology Exam and Audit Management
Sofi job in Seattle, WA
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 is critical to SoFi's evolution as we scale past $50B in assets and navigate heightened prudential standards. The Director will serve to support the primary regulatory interface for all technology and cybersecurity matters, requiring both deep banking regulatory expertise and broad technical knowledge across our full technology estate. The role requires someone who has previously held similar regulatory liaison responsibilities at a complex financial institution and can build credibility with regulators, auditors, and internal technology leaders. The role requires someone who has successfully navigated and delivered on heightened prudential standards requirements at a large, complex financial institution
As the Director, Technology and Cyber Exam and Audit Management, you will be responsible for leading and coordinating regulatory inquiries, responses and interactions for technology and cyber functions at SoFi. This role will report to the Head of Technology and InfoSec Business Controls. You will coordinate interactions, prepare responses, and provide accurate and valid information. You will also act as the central technology liaison with Internal Audit, managing comprehensive audit engagements and coordinating remediation efforts across technology domains.
What You'll Do
* Serve as the primary liaison with regulatory bodies on Technology and Cyber, managing examination processes, inquiry responses, and ongoing regulatory communications through effective partnership with technology, cybersecurity, risk, and business stakeholders across a complex matrixed organization.
* Orchestrate preparation for regulatory assessments by coordinating with subject matter experts, reviewing documentation, and ensuring timely submission of required materials.
* Proactively monitor regulatory developments and adapt organizational strategies accordingly.
* Lead Technology and Cyber Risk assessments, including but not limited to technology infrastructure, application development lifecycle, IT operations, and Data Loss Prevention, recommend mitigation strategies, and collaborate with internal partners to assign ownership, advise on solutions, and drive to closure.
* Oversee audit readiness across diverse technology domains including: cloud infrastructure, SDLC practices, API governance, and cybersecurity controls
* Act as the central Technology and Cyber liaison with Internal Audit functions, facilitating comprehensive audit engagements and control assessments through strong cross-functional relationships and credibility with second and third lines of defense .
* Foster cohesion and alignment across Technology functions, Information Security, Data Governance, and Insider Threat Programs, ensuring integrated risk management approaches and coordinated responses to regulatory expectations across these interconnected domains
* Lead preparation for internal audit reviews by leading a team, validating control documentation, and ensuring audit readiness across Technology and Cyber teams.
* Manage the complete audit lifecycle from scoping through remediation, coordinating management responses to audit findings and overseeing timely implementation of corrective action plans with accountability for results.
* Collaborate closely with audit teams to provide technical expertise during control testing while maintaining independence and objectivity in audit processes.
* Work with team members to ensure risks and processes are properly documented and corresponding controls are designed effectively to address external and internal requirements
* Demonstrate a deep sense of curiosity and willingness to learn and run after problems
What You'll Need
* 10+ years of progressive technology and cybersecurity risk/audit experience within banking or financial services institutions, with at least 5 years at institutions subject to heightened prudential standards (≥$50B assets), including demonstrated success implementing and sustaining enhanced control frameworks and risk management programs
* Bachelors' Degrees in Computer Science, Systems Engineering, Information Technology or equivalent technical experience
* Experience working with large Fed-regulated Bank Holding Companies and leading regulatory interactions
* Proven track record building and maintaining trusted advisor relationships directly interfacing with banking regulators and audit teams, with demonstrated success as primary regulatory contact managing on-site examinations through proactive, transparent, responsive communication and ability to articulate complex technical matters to non-technical audiences
* Experience with driving risk management scale and implementing risk programs that adhere to regulatory Heightened Standards
* Deep expertise across both technology operations and cybersecurity domains, with demonstrated ability to assess risks and controls across infrastructure, applications, development practices, and security
* Subject matter expert on information security and technology risk management, across the full technology stack, with understanding of IT control policies and experience managing compliance attestations including GLBA, PCI-DSS, SOC 2, and SOX
* Experience orchestrating cross-domain risk and governance programs across Information Security, Data Governance, Insider Threat, and Technology, with ability to identify interdependencies and drive integrated approaches to regulatory compliance and risk management
* Demonstrated expertise in data security, risk management & controls, security governance, and analytical thinking
* Excellent command of cyber and operations risk management processes, principles, architectural requirements, engineering threats and vulnerabilities, including incident response methodologies
* Experience working in an Agile development environment
* Flexible and adaptable; able to work through ambiguous situations to create clear systems and processes in an evolving regulatory environment
* Exceptional partnership capabilities and able to thrive in a matrixed organization where success depends on a high degree of cross-functional collaboration; ability to build strong relationships within the team, with executives, and with cross-functional partners across the company
* Excellent communication skills (verbal, written, and visual); ability to communicate technology and security concepts to both technical and non-technical partners
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $179,200.00 - $308,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyVP; Financial Consultant - Seattle - South Lake Union, WA
Seattle, WA job
**Your opportunity** **In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals'** **_incentive structure._** _Investment Professionals' Compensation | Charles Schwab (****************************************************************************************
_At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together._
_We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location._
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
**What you have**
**Required Qualifications:**
+ A valid and active FINRA Series 7 license required
+ Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
**Preferred Qualifications:**
+ Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
+ Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
+ Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
+ Ability to adapt and implement change as the market and business conditions evolve
+ Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
+ Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
+ Investment Professionals' Compensation | Charles Schwab (***************************************************************************************
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
Risk Engineering, Senior Data Engineer
Sofi job in Seattle, WA
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 Risk Engineering - Senior Data Engineer, you will be a pivotal, hands-on expert within our data team. Leveraging your extensive experience, you'll design, build, and maintain highly scalable and robust data solutions that directly support our independent risk management goals. This role demands deep expertise in modern data warehousing, data modeling, and end-to-end pipeline development, preferably in an AI applications context. You will be an expert in our core stack: Snowflake, dbt, Apache Airflow, SQL, and Airtable. You will preferably have experience working with data products and technologies in an AI applications context. You will be responsible for design, build and develop of our data infrastructure.
You will be expected to autonomously drive and own projects from inception to completion, proactively identifying and mitigating risks. Your strategic thinking and technical leadership will not only deliver high-impact solutions but also help shape the data strategy for the team and department. You will provide mentorship and technical guidance to other engineers, championing best practices and fostering a culture of technical excellence.
What you'll do:
* Lead the architecture and implementation of complex data solutions, collaborating with risk analysts and business stakeholders to translate advanced requirements into robust data models and pipelines.
* Design and build highly optimized data workflows on Snowflake, utilizing its advanced features for large-scale financial data processing, cost optimization, and performance tuning.
* Develop, manage, and optimize sophisticated ETL/ELT pipelines using dbt, Python, and Apache Airflow to ensure data integrity and address high-exposure risks within financial datasets.
* Integrate and manage data from various sources, including external data sources, into our core data platform, ensuring seamless and automated data flow for critical business applications.
* Design and configure workflows based in Airtable for complex orchestrations of tasks
* Drive the strategic evolution of our modern data platform, taking full ownership of its design, maintenance, and long-term direction.
* Establish and enforce advanced data governance and quality processes, acting as a primary point of contact for escalations related to data accuracy and compliance within the financial domain.
* Mentor and provide technical leadership to a team of data engineers, guiding them on best practices, complex problem-solving, and career development.
* Conduct expert-level code reviews and champion data engineering best practices across the team.
* Proactively troubleshoot and resolve highly complex data pipeline issues, preempting negative cross-functional impact.
What you'll need:
* 4-7 years of hands-on experience in a senior data engineering role, with a strong background in data warehousing and modern data stack architectures.
* Demonstrated expertise in Snowflake, including deep knowledge of its architecture, advanced features, and performance optimization techniques for large datasets.
* Expert-level proficiency with dbt for complex data transformation, dependency management, and building production-grade data models.
* Advanced experience with Apache Airflow for orchestrating and managing mission-critical data workflows.
* Hands-on experience with streaming data platforms - Apache Kafka (preferred)
* Experience in building and maintaining CI/CD pipelines using tools like GitHub Actions, GitLab CI/CD
* Experience with Infrastructure as Code (IaC) using Terraform (preferred), CloudFormation, or Ansible.
* Familiarity with Airtable, specifically in configuring workflows, integrating it as a data source and automating data synchronization for business operations.
* Mastery of SQL for complex querying, data manipulation, and performance tuning.
* Experience in the banking or financial services industry is highly preferred, with a strong understanding of financial data models, compliance, and regulatory requirements.
* Advanced expertise in data governance, data cataloging, metadata management, and implementing robust data quality frameworks.
* Proven track record of providing technical leadership and mentoring other engineers.
Nice to have:
* Familiarity with data observability tools and practices.
* Knowledge of other cloud-native data platforms (e.g., AWS, GCP).
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $128,000.00 - $240,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyCommercial Banking Officer
Olympia, WA job
The Commercial Banking Officer is responsible for the development, and sales and risk management, of commercial banking relationships. Products include both non-credit and credit services, sold to relationships characterized by frequent, ongoing contact with clients in which banking services are provided in the context of being the primary bank, with long-term familiarity with client goals and needs. Valuable observations of client businesses are sometimes provided to clients on topics that are incidental to the provision of banking services. By these activities, the Commercial Banking Officer contributes to the corporation's goals for loans, deposits, and non-interest income and therefore has keen awareness of personal portfolio goals as relate to that contribution.
* Reviews lists, records, newspapers, networking opportunities, and other sources for business development leads.
* Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate.
* Conducts other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events, organizing events, publishing tombstones, and issuing newsletters.
* Interviews applicants for commercial banking services, both credit and non-credit services.
* Discusses client needs, problems or complaints with client relationship stakeholders.
* Evaluates potential customer loan requests and makes loan recommendations to management as appropriate. Analyzes and screens credit requests for all types of loans, utilizing all relevant information to determine client and prospect credit repayment capabilities. Reviews new laws, regulations, and policies that influence commercial lending within the financial institution and incorporates these as appropriate.
* Presents credit requests to management as appropriate or required by policy, by writing approval, problem credit, and other forms of loan memoranda.
* Presents non-credit and credit products to prospects and clients and refers client and prospects to other product specialists as appropriate including cash management, private banking, investment, branch, and other personnel.
* Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market.
* Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary.
* Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate. Includes but is not limited to the timely follow-up of financial reporting, covenant checks, and borrowing base review. Takes action regarding expiring notes in advance of maturity; collects past due payments quickly; and engages on other activities to maintain the credit quality of loan portfolio.
* Engages junior Commercial Banking Officers, Credit Analysts, Documentation Specialists, and Commercial Administrative Assistants as appropriate in the writing of loan memoranda, analyzing of data, completion of documentation, and risk management activities as routine among those activities essential to the development and risk management of commercial accounts.
* Manages large or complex commercial relationships, as needed, and counsels customers and prospects on banking and non-banking strategies.
* In some instances, maintains and enhances information base on local and national economics or industries, as well as other concerns, that would impact the financial institution's lending activities.
* Portfolio focus may be industry specific (such as agriculture, real estate, natural resource, or others).
* Other duties, in addition to those above, may be assigned by management.
Education/Knowledge/Skills & Abilities
* Bachelor's degree or equivalent in Finance, General Business or Accounting - desirable
* 2 - 3 years related job experience;
* Prior credit experience within a banking environment is desirable;
* Understanding of collateral requirements with general exposure to documentation
* Knowledge of credit investigations
* Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas.
* General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications.
* Sound reasoning and judgement skills
* Exceptional interpersonal and rapport building skills
* Highly Organized
* Attention to Detail
* Knowledge Retention
Physical and Mental Requirements:
* General office environment
* May be necessary to work extended hours
* Periodic travel required
* Ability to perform repetitive finger, hand, and arm movements
* Ability to lift up to 20lbs.
* Ability to sit or stand for extended periods of time
* Ability to reach, squat, bend, and manually manipulate standard office equipment
Our Mission is simple, to be the best Bank for our employees, customers, investors and community.
At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.
Our Core Values - We Care.
We consistently demonstrate this through:
Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success
For your Benefit We Offer:
* Salary range for this position is $90,000 to $140,000 per year. The specific salary offered will depend on several factors including but not limited to applicant's knowledge, skills and experience relevant to the position.
* Eligible to participate in annual incentive plan.
* We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
* Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
* Wellness Dollars up to $500 per year.
* Weekend Wellness Hours, 4 per quarter.
* Paid Birthday and Anniversary Holiday
* 11 paid Holidays per Year
* Sick Leave Time - Earn up to 8 days each Year
* Vacation - 22 days each year (first year adjusted based on hire)
* Vacation Purchase Plan
* Tuition Reimbursement
* Employee Banking Privileges and Special Loan Features.
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.
Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Salary Range Disclaimer:
The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.
Senior Manager, Identity & Access Management
Sofi job in Seattle, WA
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
The Senior Manager of Identity & Access Management (IAM) leads the design, delivery, and governance of the organization's identity and access strategy, ensuring secure, scalable, and compliant access to systems across the fintech and crypto ecosystem.This role owns enterprise identity services with Okta as the core platform, supporting workforce identity, single sign-on (SSO), lifecycle management, privileged access controls, and regulatory compliance. You will manage a team of IAM engineers and IAM analysts, partner with IT, Cloud, and Security leaders, and drive modernization initiatives including Zero Trust enablement, Just-in-Time access, and automation of identity lifecycle processes.
What You'll Do
Strategic Leadership
* Define and execute the IAM program roadmap aligned with business, security, and regulatory goals.
* Serve as the primary owner of the enterprise Okta platform, ensuring optimal design, uptime, and adoption.
* Establish IAM standards, policies, and KPIs to measure maturity and risk reduction.
* Partner with Legal, Risk, Compliance, and Product to align IAM with regulatory frameworks (SOX, PCI DSS, GLBA, FFIEC, ISO 27001, SOC 2, and crypto custody standards).
Team Leadership & Development
* Lead and mentor a multidisciplinary IAM team (engineers, analysts, and contractors).
* Develop talent through coaching, certifications, and technical training (Okta, SAML, OAuth, PAM, Zero Trust).
* Establish and enforce operational processes for access requests, reviews, and incident response.
* Foster a collaborative, outcome-driven culture between IAM, Security Engineering, and DevOps.
Identity Architecture & Operations
* Oversee Okta workforce and customer identity deployments, including SSO, MFA, and adaptive access.
* Manage integration of Okta with HRIS for automated joiner/mover/leaver workflows.
* Ensure strong identity governance: group management, entitlement controls, and access certifications.
* Implement role-based access control (RBAC) and attribute-based access control (ABAC) across key systems.
* Partner with application and DevOps teams to federate cloud (AWS, GCP, Azure) and SaaS applications with Okta.
* Oversee lifecycle management for service accounts, API tokens, and privileged credentials.
Automation, Modernization & Zero Trust
* Drive automation of provisioning, deprovisioning, and access reviews using Okta Workflows, APIs, and SCIM.
* Lead initiatives to reduce standing privilege and enforce Just-in-Time access models.
* Integrate Okta with endpoint, network, and identity threat detection platforms.
* Support rollout of passwordless authentication and phishing-resistant MFA.
Governance, Risk, and Compliance
* Lead user access reviews (UAR) and segregation-of-duties (SoD) enforcement processes.
* Provide audit evidence for SOX, SOC2, PCI, and crypto custody attestations.
* Oversee access logging, reporting, and monitoring via SIEM integrations (Splunk, Sentinel, Chronicle).
* Maintain up-to-date documentation, playbooks, and architecture diagrams.
Stakeholder Collaboration
* Act as the IAM subject matter expert for all enterprise access-related projects.
* Collaborate with Infrastructure, Cloud, and Security Engineering teams to integrate IAM into CI/CD pipelines.
* Partner with business application owners to onboard new systems into Okta and maintain secure integrations.
* Communicate IAM risks and metrics to executives in clear, business-relevant language.
What You'll Need
Education & Experience
* Bachelor's degree in Computer Science, Cybersecurity, or a related field (Master's preferred).
* 8-12 years of experience in Information Security or IT, with 4+ years leading IAM programs or teams.
* Proven experience managing Okta (Workforce Identity Cloud) at scale.
* Hands-on understanding of identity federation (SAML, OIDC, OAuth 2.0) and lifecycle management.
* Experience in fintech, banking, payments, or crypto/digital asset security environments preferred.
Technical Skills
* Deep expertise in Okta administration, workflows, and advanced integrations.
* Knowledge of SCIM, API-based provisioning, RBAC/ABAC models, and directory synchronization.
* Familiarity with Azure AD, CyberArk, HashiCorp Vault, SailPoint, or StrongDM is a plus.
* Scripting/automation experience (Python, PowerShell, or Terraform).
* Understanding of Zero Trust frameworks and modern authentication methods (FIDO2, WebAuthn).
* Experience with security logging, access certification tools, and SIEM integrations.
Certifications (Preferred)
* Okta Certified Professional / Okta Certified Administrator
* (ISC)² CISSP or Certified Identity and Access Manager (CIAM)
* CISM or CISA for governance and audit alignment
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $163,200.00 - $280,500.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplySenior Staff Mobile Engineer, Money
Sofi job in Seattle, WA
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 Staff Mobile Engineer at SoFi, you will help define and elevate the technical foundation of our mobile experience with a strong focus on GraphQL and frontend architecture. Your work will span multiple teams and systems, and you will lead high impact initiatives that advance our Banking products while shaping how mobile clients consume data through a unified GraphQL BFF. You will drive complex architecture decisions, shape long term platform strategy, and deliver technical solutions that strengthen the reliability and performance of our Banking experience. You will model strong technical judgment and steady execution, and you will help develop future leaders by mentoring senior and staff engineers and raising the standard for how we build, review, and deliver software. You will contribute across the full lifecycle of our mobile products from concept to launch to ongoing evolution, working with an exceptional team of engineers.
What you'll do:
* Deliver high quality code on schedule and communicate effectively with groups in and outside the development team
* Design and optimize high throughput GraphQL and REST integrations that support critical Banking experiences.
* Produce well-designed, scalable and reusable mobile architectures across large areas of the app.
* Contributes towards technical direction for mobile platform evolution and long term system improvements.
* Identify structural issues in our mobile systems and propose clear paths for remediation.
* Serve as the lead resolver during high severity incidents and ensure follow up actions address root causes.
* Act as a subject matter expert for key mobile domains and support teams through complex decision making.
* Champion engineering excellence, operational maturity, and technical consistency across the group.
* Mentor and coach engineers at all levels and help strengthen the judgment and capabilities of the broader mobile organization.
* Play a key role in roadmap development, long range planning, and resource discussions for the mobile group.
* Contribute hands on to critical projects while modeling best practices in code quality, performance, and reliability.
What you'll need:
* Bachelor's degree, ideally in a technical field, but we understand great engineers come from a variety of different backgrounds and also consider relevant work experience
* 8+ years mobile programming experience in Android or iOS. Flutter experience is strongly preferred.
* Experience developing against GraphQL and REST apis.
* Git-based distributed version control systems.
* Agile-based project development in a microservices environment.
* Test-driven development along with unit and integration testing.
* Experience with working with modern mobile design patterns.
* Strong debugging skills.
* Passion for solving complex problems.
* Work and play well with others; SoFi is a collaborative environment.
Nice to have:
* Experience working with Flutter and other cross-platform technologies.
* Previous experience building platform-level frameworks and components in a large codebase.
* Reactive programming knowledge (RX, Coroutines, Streams).
* Deep experience working with GraphQL & REST APIs, modern mobile design patterns, and distributed systems.
* Understanding of S.O.L.I.D or G.R.A.S.P principles.
* Understanding of Clean Architecture patterns.
* Expertise in mobile performance tuning.
Why you'll love working here
* Competitive salary packages and bonuses
* Comprehensive medical, dental, vision and life insurance benefits
* Generous vacation and holidays
* Paid parental leave for eligible employees
* 401(k) and education on retirement planning
* Tuition reimbursement on approved programs
* Monthly contribution up to $200 to help you pay off your student loans
* Great health & well-being benefits including: telehealth parental support, subsidized gym program
* Fully stocked kitchen (snacks and drinks)
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $172,800.00 - $297,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyWealth Advisor, Schwab Wealth Advisory
Bellevue, WA job
**Your opportunity** **At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.** **We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.**
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
**What you have**
**Required Qualifications:**
+ Bachelor's degree
+ Active FINRA Series 7 license
+ _(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)_
+ Active FINRA Series 66 license
+ _(May be obtained within the first 120 days)_
+ Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
+ Five or more years in the financial services industry working directly with clients
**Preferred Qualifications**
+ CFP or CFA
+ Superior relationship management and client retention experience
+ Polished interpersonal, communication and presentation skills, attention to detail
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
Senior Manager, AI Engineer
Sofi job in Seattle, WA
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:
SoFi's Senior Manager, AI Engineer is a hands-on AI engineering role in SoFi's growing independent risk organization. This is a critical, senior role responsible for setting the technical direction, driving execution, and ensuring the successful delivery of our most complex, production-level AI initiatives. This role will be instrumental in conceptualizing, prototyping and implementing best-in-class AI-based solutions to meet risk management and compliance requirements.
This hands-on role will work closely with the Director of Risk Analytics, and will leverage your deep expertise to solve our hardest problems, mentor the next generation of engineers, and directly connect technical innovation to major business success. This is a crucial role for the independent risk function as we execute our mission to help more members get their money right.
What you'll do:
* Technical & Execution Leadership: Serve as the technical authority for AI engineering Independent Risk Management projects, leading teams and initiatives from ideation through successful production deployment to meet critical stakeholder needs.
* Architecture and Strategy: Define the long-term technical architecture and strategy for our next-generation AI platform, particularly focusing on robust, scalable agentic frameworks and LLM deployment patterns.
* Thought Leadership in Agentic Systems: Drive the research, design, and implementation of cutting-edge, mission-critical agentic solutions, establishing best practices and pushing the boundaries of what our systems can achieve.
* Advanced LLM Orchestration: Architect and standardize the use of graph-based LLM orchestration, leveraging expert-level mastery of LangGraph to solve highly complex, multi-stage reasoning problems at scale.
* Deep Model Optimization: Pioneer and institutionalize advanced parameter-efficient fine-tuning (PEFT) and compression techniques to maximize model performance and minimize operational costs across the organization.
* Operational Excellence: Define and enforce high standards for AI operationalization, requiring mastery in designing and deploying comprehensive AI observability solutions and advanced tracing/testing frameworks that guarantee production quality, compliance, and reliability.
* Mentorship: Mentor senior and junior AI Engineers, elevating the overall engineering quality
* Cross Functional Collaboration: Coordinate with cross-functional teams to distill specific requirements, project roadmaps, and ensure accurate and on-time project deliveries
* AI Innovation: Stay up-to-date with the latest trends and advancements in GenAI, LLMs, and NLP, evaluating and experimenting with new techniques and tools to push the boundaries of AI innovation in the banking sector.
What you'll need:
* Bachelor's or Master's degree in Computer Science, Data Science, AI, Machine Learning, or a related field. PhD is a plus.
* 8+ years software development experience, with 3+ years of hands-on experience in developing and successfully deploying production-level AI applications that have been used by real customers or internal stakeholders.
* Expert-level experience with LangGraph to model and orchestrate complex, stateful multi-step reasoning and control flow in LLM applications.
* Expert-level proficiency in developing sophisticated agentic solutions, with a portfolio demonstrating advanced use of planning, memory management, tool integration, and control flow.
* Deep understanding of Large Language Model (LLM) architectures, prompt engineering, retrieval-augmented generation (RAG), and advanced text generation techniques.
* Deep experience designing and institutionalizing AI observability solutions (e.g., LangSmith, Arize, Deepchecks) and advanced tracing and testing methodologies for LLM and agentic systems.
* Proven experience implementing parameter-efficient fine-tuning (PEFT) techniques (e.g., LoRA) to customize and optimize pre-trained models for specific tasks with minimal computational overhead.
* Experience with cloud platforms (AWS, Azure, or GCP) and containerization technologies (Docker, Kubernetes).
* Expert level Python is required.
* React is strongly preferred.
* Experience with large-scale data handling, including unstructured and structured data pipelines, with a strong preference for Snowflake and DynamoDB.
* Experience developing and integrating AI-powered APIs and microservices architecture into banking applications.
* Experience with vector databases and retrieval-augmented generation (RAG) techniques using systems like Elasticsearch, Pinecone, or FAISS for enhancing LLM performance.
* Exceptional ability to communicate complex technical concepts, drive consensus among senior technical leaders, and influence organizational AI strategy.
* Strong analytical and problem-solving skills with attention to detail and an ability to work with complex, large-scale systems.
* Strong collaboration skills, with experience working in agile, cross-functional teams.
Nice to have:
* Familiarity with regulatory frameworks and ethical considerations in AI within the banking industry (e.g., GDPR, data privacy, model explainability).
* Experience in banking or financial services use cases such as conversational AI for customer service, intelligent document processing for loan applications, fraud detection, or risk analysis.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $172,800.00 - $297,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplyStaff AI Software Engineer, Risk Engineering
SoFi job in Seattle, WA
The role: As a Staff Software Engineer focused on Gen AI applications, you'll play a critical, hands-on role in building, deploying, and optimizing scalable, real-time, full-stack custom applications powered by the latest advances in Generative AI. The ideal candidate has 8+ years of engineering experience, a proven record of full-stack delivery, and deep expertise in designing AI-driven solutions from the UI to the data back-end. You will work across cross-functional delivery teams to shape technical architecture, champion best practices, and directly produce high-value solutions for our users.
What you'll do:
Architect, design, and build end-to-end user-facing AI applications using rich interactive user-interfaces with your expertise working with information extracted from databases and APIs (including leveraging Snowflake Cortex for advanced AI workloads).
Manage deployment pipelines and infrastructure as code using ArgoCD, GitLab CI/CD, and AWS best practices.
Design and implement multi-agentic AI applications leveraging frameworks like LangChain / LangGraph, enabling autonomous, stateful, and collaborative agent workflows for complex, real-world problem solving
Own technical decompositions of new product requirements; lead delivery from ideation to deployment and continual improvement.
Deploy, optimize, and monitor workflows on enterprise frameworks
Automate real-time and batch data flows using orchestration tools such as Apache Airflow.
Participate in technical architecture reviews, code and design reviews, and help guide technical decision-making for AI-driven services.
Collaborate with Product, Design, and Engineering to deliver high-impact solutions; mentor peers and foster a growth-mindset environment.
Stay current with GenAI, LLM infrastructure, and the evolving tooling ecosystem; generate ideas to expand product capabilities and technical reach.
What you'll need:
Bachelor's or Master's degree in Computer Science, Engineering, or a related technical field.
8+ years of professional software engineering experience, with heavy focus on full-stack custom product delivery specializing in AI
Solid devops and infrastructure-as-code experience using ArgoCD and GitLab for deployment, CI/CD, and environment management.
Advanced proficiency in React, Node.js, and front-end-to-back-end custom app development.
Extensive hands-on experience with database platforms - Snowflake strongly preferred, including advanced features, AI/ML integrations, and Snowflake Cortex.
Deep expertise in orchestrating real-time and scheduled pipelines with Airflow.
Track record of delivering high-quality, production-grade, scalable, and highly available cloud-based services.
Strong communicator; able to collaborate and drive decision-making with cross-functional stakeholders.
Willingness to take ownership, mentor others, and champion learning and innovation within the organization.
Nice to have:
Exposure to other cloud-native or AI workflow orchestration platforms.
Prior fintech or high-throughput consumer product experience.
Experience deploying and scaling LLM-powered chatbots or retrieval-augmented generation (RAG) platforms.
Auto-ApplyDirector, Tax, Trust and Estate Specialist
Seattle, WA job
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Wealth and Advice Solutions is Schwab's comprehensive Wealth Management organization filled with talent that excels at personal relationships, specialized service and providing ongoing advice built on Schwab's approach to investing. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
The Tax, Trust and Estate specialist role is a part of a specialized team that provides great value and benefits to Schwab clients. This offering provides depth and value to the clients of branch partners and Schwab Wealth Advisory Investment Advisors. The goal of the relationship is to work through client's sophisticated needs in Tax, Trust, and Estates that among other things that could result in a large amount of savings to the end client. This position will require you to provide detailed, highly sophisticated advice to entrepreneurs and other high-net-worth individuals with sophisticated financial affairs, substantial business interests, large family estates and investment portfolios requiring careful attention.
The Wealth Specialist will be the subject matter authority in all implications of a clients Tax, Trust and Estate needs.
What you have
As a High Net Worth Trust & Estate/Tax Specialist, you will:
* Develop and handle strong relationships with Financial Consultants and Portfolio Consultants.
* Function as an in-house subject matter authority on sophisticated trust, estate and income tax questions and issues.
* Uncover unstated needs from the clients to offer additional Schwab services where relevant
* Present to large and small groups to share your expertise and the offering to key partners
* Educate internal partners on your skills and ability to support their clients to drive referrals
* Apply your previous experiences in Tax, Trust and Estate to supply to a growing sector of Investment Advisor Services
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value partnership, integrity, exceptional client service, open communication, and adaptability to change.
* Bachelor's degree required
* Previous experience as a Tax, Trust, and Estate attorney strongly preferred
* At least one of the following is required; JD, LLM, CPA, CTFA, AEP
* Active FINRA Series 65 license or equivalent required (may be obtained with a 120-day condition of employment)
* Extensive experience advising high net worth clients
* Ability to build strong internal relationships due to working closely with Branch Financial Consultants and Portfolio Consultants within Schwab Wealth Advisory
* Shown experience in discovering unstated needs through diagnostic information gathering
* Excellent presentation skills and demonstrated success in a collaborative environment
* Strong verbal and written communication, listening, interpersonal, client service, networking and analytical skills
* Ability to demonstrate exceptional interpersonal effectiveness when working with high-net-worth clients
* Travel approximately 10% to 25%
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Auto-ApplySenior Regional Manager, Schwab Wealth Advisory
Bellevue, WA job
**Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs.
As a **Senior Regional Manager** you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support.
We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager.
**What you are good at** -
**Motivating** - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture.
**Building collaborative relationships** - You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division.
**Developing others** - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals.
**Managing change** - The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met.
**Managing performance** - Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry.
**We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.**
**What you have**
We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:
+ CFP designation, CFA designation required (may consider 24 month condition of employment)
+ Bachelor's Degree required
+ Active and valid FINRA Series 7 license required
+ Active and valid FINRA 66 license required (may consider a 120-day COE)
+ Active and valid FINRA 9/10 required (may consider a 120-day COE)
+ Five plus years' experience in the financial services industry
+ Minimum of 2 years supervisory experience strongly preferred
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What's in it for you**
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
Senior Director, Head of Risk Data Science
Sofi job in Seattle, WA
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: Vision & Impact
SoFi is seeking an inspirational and deeply experienced Senior Director to lead and define the strategic direction of our Risk Data Science function. Reporting to the Chief Credit Officer, this executive role will lead the development, deployment, and governance of credit decisioning models - from underwriting and portfolio management to loss mitigation.
The ideal candidate is a hands-on leader and a visionary who can transition the team from traditional modeling to next-generation machine learning platforms, leveraging emerging data sources (e.g., cash flow, alternative bureaus) to significantly improve underwriting performance, reduce losses, and ensure rigorous adherence to Model Risk Management (MRM) standards. This role requires exceptional organizational leadership, an ability to influence executive stakeholders, and proven success in delivering complex models into a regulated production environment.
What You'll Do (Key Responsibilities)
* Strategic Leadership & Vision:
* Define and Champion Strategy: Develop and articulate the 1-3 year roadmap for Risk Data Science, aligning all priorities with the broader Credit Risk and Business Unit objectives.
* Drive Next-Generation Capabilities: Incorporate industry trends and advanced techniques (NLP, Graph Mining, LLMs, Deep Learning) to solve complex, high-impact risk problems where established principles may not fully apply.
* Talent and Team Development: Lead the current team of high-performing Staff and Senior Data Scientists. Recruit, mentor, and foster talent through deliberate interactions, succession planning, and creating a high-accountability, low-ego culture.
* Execution & Delivery:
* Underwriting Excellence: Directly oversee the development and deployment of Next Generation Underwriting models designed to increase origination while maintaining loss guardrails.
* Loss Mitigation & Collections: Drive the successful build-out and implementation of new Collection and Entry Rate Models to optimize outreach strategies and reduce losses.
* Loss Forecasting & Compliance: Lead the development of Loss Forecasting and CECL models, ensuring they align with industry practices and meet all regulatory requirements for the firm's balance sheet and reserve calculations.
* Alternative Data Strategy: Spearhead the evaluation and integration of alternative data sources (tri-bureau, LexisNexis, cash flow data) to enhance predictive power across all credit products.
* Governance, Compliance, and Cross-Functional Influence:
* Model Risk Management (MRM): Act as the primary owner for all models in the portfolio, ensuring robust documentation, monitoring, and successfully navigating the 2nd Line of Defense (2LOD) review and approval process (SR 11-7 familiarity is mandatory).
* Stakeholder Alignment: Interact and negotiate with senior management, executives (CCO, CFO, Product Leads), and external stakeholders to reconcile competing views and drive critical, high-impact business decisions.
* Automation and Efficiency: Lead efforts to automate model monitoring and governance processes (ModelOps) to create scalable and auditable infrastructure.
What You'll Need
* Experience: 12+ years of progressive experience in credit risk, modeling, and data science within a regulated financial institution (FinTech, Bank, or similar), with at least 7 years in a senior leadership/management role (managing managers and/or technical leads).
* Education: Master's or Ph.D. degree in a quantitative field (Statistics, Computer Science, Engineering, Operations Research, etc.).
* Technical Acumen: Deep expertise in advanced statistical and machine learning modeling techniques (e.g., Gradient Boosting, Deep Learning, Causal Inference).
* Regulatory Knowledge: Detailed working knowledge of model risk management standards (e.g., SR 11-7) and the ability to operate within a highly regulated environment.
* Tools & Platforms: Expert-level proficiency in Python (PySpark, scikit-learn, TensorFlow/PyTorch) and SQL/data warehouse technologies (e.g., Snowflake, Hive). Familiarity with modern MLOps platforms and cloud computing (AWS).
* Communication: Exceptional executive presence and the ability to distill highly complex analytical concepts into clear, concise, and compelling narratives for non-technical leadership.
Why You'll Love It Here
You will have the autonomy to build the future of risk modeling at a high-growth, innovative financial technology company. Your contributions will directly impact the financial health of millions of members.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $217,600.00 - $374,000.00
Payment frequency: Annual
This role is also eligible for a bonus, long term incentives and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplySenior SaaS Automation Engineer
Sofi job in Seattle, WA
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.
About the Role
SoFi's Corporate Applications team manages a portfolio of SaaS platforms that power employee productivity, collaboration, and business operations. As our environment continues to grow, we see a significant opportunity to enhance scalability, strengthen governance, and improve the reliability of the systems our teams depend on every day.
We are seeking a Senior SaaS Automation Engineer who will focus on elevating the stability, consistency, and operational health of our SaaS applications while building targeted automations that reduce manual work and improve long-term maintainability. This is a hands-on engineering role for someone who enjoys optimizing systems, improving configurations, tightening governance, and creating automations that help our administrators operate more efficiently and predictably.
You'll work closely with platform administrators, the Staff Automation Engineer, and cross-functional partners to stabilize existing systems, automate recurring operational tasks, streamline governance models, and incrementally improve our application onboarding experience so SaaS tools enter our environment with consistent, secure, and scalable configurations.
What You'll Do
* Build and maintain automation workflows across key enterprise platforms, including ServiceNow, Atlassian, Okta, Google Workspace, Slack, Zoom, knowledge management systems, and cloud environments (GCP, AWS, Azure).
* Implement targeted automations that support SaaS governance-such as license cleanup flows, role audits, configuration drift checks, and automated deprovisioning.
* Develop integrations using Workato, Flow Designer, Zapier, or similar tools to reduce manual administrative work and improve platform reliability.
* Incrementally improve the SaaS application onboarding experience, ensuring new applications are configured consistently and aligned with security, identity, and operational best practices.
* Audit existing SaaS platforms for roles, permissions, API keys, group structures, and misconfigurations; remediate issues and prevent future drift.
* Partner with platform owners to standardize configurations, simplify workflows, and ensure consistent RBAC and least-privilege access models across tools.
* Develop integrations using REST APIs, JSON, webhooks, and scripting languages (JavaScript, Python).
* Implement monitoring and alerting for SaaS platform health, anomalies, and configuration drift.
* Document environment architecture, recurring operational tasks, best practices, and platform governance models.
* Collaborate with IT, Security, GRC, Procurement, and business stakeholders to maintain consistent configuration, compliance, and operational integrity across SaaS tools.
* Troubleshoot and optimize workflows, integrations, and system behaviors to improve performance and reliability.
What You'll Need
* 4+ years of experience in SaaS engineering, automation engineering, systems integration, or IT operations.
* Experience managing, configuring, or supporting SaaS platforms such as Google Workspace, Slack, Zoom, Okta, or Atlassian.
* Hands-on experience with automation/integration platforms such as Workato, Flow Designer, Zapier, or Moveworks.
* Experience developing automations that enhance governance, security, and platform stability.
* Strong understanding of RBAC principles, permission models, identity lifecycle concepts, and SaaS configuration best practices.
* Proficiency with REST APIs, JSON, webhooks, and scripting languages (JavaScript, Python).
* Familiarity with cloud environments such as Google Cloud Platform (GCP) and Amazon Web Services (AWS).
* Strong troubleshooting skills and an ability to work through complex system behaviors and configuration issues.
* Clear communication skills and the ability to collaborate effectively across admins, SROs, and technical teams.
* Ability to execute with moderate guidance and take ownership of stability and cleanup efforts.
Nice to Have
* Experience building configuration drift detection automations or SaaS health monitoring.
* Background in SaaS license management automation or optimization.
* Familiarity with CI/CD for automation assets or version-controlled workflows.
* Experience improving or documenting application onboarding processes.
* Knowledge of ServiceNow or Atlassian JSM for request automation and governance workflows.
Why You'll Love Working Here
At SoFi, you'll play a critical role in strengthening and modernizing the SaaS platforms used by thousands of employees. You'll work with modern automation and cloud technologies, drive operational excellence, and help build a more stable, secure, and scalable SaaS ecosystem. We value innovation, inclusivity, ownership, and continuous improvement-and we empower our engineers to make meaningful, long-lasting impact.
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Pay range: $86,400.00 - $162,000.00
Payment frequency: Annual
This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Auto-ApplySenior Staff Mobile Engineer, Money
SoFi job in Seattle, WA
The Role
As a Senior Staff Mobile Engineer at SoFi, you will help define and elevate the technical foundation of our mobile experience with a strong focus on GraphQL and frontend architecture. Your work will span multiple teams and systems, and you will lead high impact initiatives that advance our Banking products while shaping how mobile clients consume data through a unified GraphQL BFF. You will drive complex architecture decisions, shape long term platform strategy, and deliver technical solutions that strengthen the reliability and performance of our Banking experience. You will model strong technical judgment and steady execution, and you will help develop future leaders by mentoring senior and staff engineers and raising the standard for how we build, review, and deliver software. You will contribute across the full lifecycle of our mobile products from concept to launch to ongoing evolution, working with an exceptional team of engineers.
What you'll do:
Deliver high quality code on schedule and communicate effectively with groups in and outside the development team
Design and optimize high throughput GraphQL and REST integrations that support critical Banking experiences.
Produce well-designed, scalable and reusable mobile architectures across large areas of the app.
Contributes towards technical direction for mobile platform evolution and long term system improvements.
Identify structural issues in our mobile systems and propose clear paths for remediation.
Serve as the lead resolver during high severity incidents and ensure follow up actions address root causes.
Act as a subject matter expert for key mobile domains and support teams through complex decision making.
Champion engineering excellence, operational maturity, and technical consistency across the group.
Mentor and coach engineers at all levels and help strengthen the judgment and capabilities of the broader mobile organization.
Play a key role in roadmap development, long range planning, and resource discussions for the mobile group.
Contribute hands on to critical projects while modeling best practices in code quality, performance, and reliability.
What you'll need:
Bachelor's degree, ideally in a technical field, but we understand great engineers come from a variety of different backgrounds and also consider relevant work experience
8+ years mobile programming experience in Android or iOS. Flutter experience is strongly preferred.
Experience developing against GraphQL and REST apis.
Git-based distributed version control systems.
Agile-based project development in a microservices environment.
Test-driven development along with unit and integration testing.
Experience with working with modern mobile design patterns.
Strong debugging skills.
Passion for solving complex problems.
Work and play well with others; SoFi is a collaborative environment.
Nice to have:
Experience working with Flutter and other cross-platform technologies.
Previous experience building platform-level frameworks and components in a large codebase.
Reactive programming knowledge (RX, Coroutines, Streams).
Deep experience working with GraphQL & REST APIs, modern mobile design patterns, and distributed systems.
Understanding of S.O.L.I.D or G.R.A.S.P principles.
Understanding of Clean Architecture patterns.
Expertise in mobile performance tuning.
Why you'll love working here
Competitive salary packages and bonuses
Comprehensive medical, dental, vision and life insurance benefits
Generous vacation and holidays
Paid parental leave for eligible employees
401(k) and education on retirement planning
Tuition reimbursement on approved programs
Monthly contribution up to $200 to help you pay off your student loans
Great health & well-being benefits including: telehealth parental support, subsidized gym program
Fully stocked kitchen (snacks and drinks)
Auto-ApplyBusiness Banking Officer
Olympia, WA job
* Reviews market information, networking opportunities, and other sources for business development leads. * Develops new prospects and customers for the financial institution by maintaining an organized business development effort including but not limited to calling on new and existing clients, utilizing a contact management program, and planning and documenting calls as appropriate.
* Fosters teamwork by conducting other business development activities such as but not limited to joint calling with branch staff and product specialists, attending community and networking events.
* Refers prospects and clients to other product specialists as appropriate including: treasury management, commercial banking, branch, and other personnel.
* Interviews applicants for business banking services, both credit and non-credit services.
* Discusses client needs, problems or complaints with client relationship stakeholders.
* Seeks to expand existing relationships with appropriate cross selling activities.
* Evaluates potential customer loan requests and makes loan recommendations, as appropriate, utilizing standardized forms and underwriting tools.
* Negotiates credit terms, such as costs, loan repayment methods and collateral, including customer pricing for products sold as consistent with policies and procedures, and to be competitive with the market.
* Stay current on lending regulations and necessary compliance procedures for both personal and business banking services.
* Packages loans for prospects and clients, and recommends loan terms and conditions, and packages non-credit services, or directs supporting staff in such activities as appropriate. Ensures document accuracy relative to approved credit facilities. Corresponds with legal counsel or other agents, as appropriate, and as necessary.
* Monitors client performance versus that expected, documenting material variance and information, and making risk rating changes as appropriate.
* Manages business banking relationships, as needed, and counsels customers and prospects on banking and non-banking strategies.
* Responsible for meeting sales volume and profitability goals, sales activities, and calling goals. Implements routines to acquire, deepen and retain commercial customers business, including uncovering the business customer's personal banking needs.
* Other duties, in addition to those above, as assigned.
Compliance:
All employees are accountable for compliance with all laws, regulations and adherence to established internal controls and procedures when performing their job duties. Each employee is expected to be familiar with the legal and regulatory requirements and internal controls affecting his or her job responsibilities. It is the affirmative duty of each employee to carry out these responsibilities at all times in a manner that complies with all applicable legal and regulatory requirements and internal controls. All employees shall be responsible for communicating upward, problems in operations, noncompliance with the code of conduct, or other policy violations or illegal actions. Employees must participate in required training on pertinent compliance laws and regulations as required by the Bank of the Pacific.
All employees will be committed to maintaining a high level of compliance with the Bank Secrecy Act and Anti Money Laundering, USA PATRIOT Act and Financial Recordkeeping regulations recognizing that all three acts are important tools in federal efforts to combat organized crime, terrorism and drug trafficking.
Education / Experience:
* Undergraduate degree in Business, Accounting, Finance or related field preferred, or High School Diploma with minimum of 3 years progressively responsible experience in small business lending.
* One to two years of experience, preferably in a financial institution or lending operation.
* Understanding of general bank policies bank regulations.
Skills / Knowledge / Abilities:
* Working knowledge of lending policies, compliance, and procedures.
* Extensive knowledge of retail banking services.
* Ability to deliver excellent customer service.
* Good communication, quantitative, and sales skills.
* Proficient in computer software common fulfilling the principal responsibilities of the job.
* Familiarity with on-line computer systems.
* Above average tact in dealing with community and peers.
* Strong professional appearance, dress, attitude, interpersonal and communications skills.
* Ability to perform independently and with minimal supervision.
* Manifests the values of the organization, particularly relative to peers and support staff.
* Organizational skills, resourceful with ability to work independent and follow through.
Working Conditions / Environment / Potential Hazards:
* While performing the duties of this job the employee regularly works in general office setting with a controlled climate.
* Work involves being able to concentrate on the matter at hand, sometimes managing distracting work conditions and frequent employee and customer contacts and interruptions during the day.
* Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work additional hours as needed.
Physical Requirements:
* The employee is frequently required to stand, walk, type, and speak with internal and external customers for extended periods of time.
* Typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, kneeling or crouching to file materials.
* Work may involve the constant use of computer screens.
* Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, fax machine, and other office equipment including those related to completing banking services in the branches. Work requires dexterity of hands and fingers with repetitive wrist and hand motion.
* Occasional lifting 20 lbs (i.e., deposit bags, money trays, loan files, boxes)
Our Mission is simple, to be the best Bank for our employees, customers, investors and community.
At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.
Our Core Values - We Care.
We consistently demonstrate this through:
Teamwork and open communication ~ Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success
For your Benefit We Offer:
* Salary range for this position is $65,000 to $95,000 per year. The specific salary offered will depend on several factors including but not limited to applicant's knowledge, skills and experience relevant to the position.
* Eligible to participate in annual incentive plan.
* We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
* Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
* Wellness Dollars up to $500 per year.
* Weekend Wellness Hours, 4 per quarter.
* Paid Birthday and Anniversary Holiday
* 11 paid Holidays per Year
* Sick Leave Time - Earn up to 8 days each Year
* Vacation - 17 days each Year (first year adjusted based on hire)
* Vacation Purchase Plan
* Tuition Reimbursement
* Employee Banking Privileges and Special Loan Features.
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.
Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Salary Range Disclaimer:
The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.