financial consultant associate Jobs in San Francisco

financial consultant associate

implementation consultant senior manager Jobs in San Francisco

implementation consultant senior manager

financial consultant

East West Bank

<div>Introduction:
<div>
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates&rsquo; potential for career advancement.</div><div><br>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
We are currently seeking a Financial Consultant. This Financial Consultant will meet personally with clients to assess their financial situation in order to present a financial plan that includes both short- and long-term financial goals. Consultants will help clients with financial planning decisions for retirement, education, day-to-day expenses and investments. They will meet regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client's financial plan.</div><div></div><div><br>
As an East West Bank employee, you will be part of a growing and stable organization that provides career path development opportunities while serving a growing and profitable market.</div>
Responsibilities:
<ul><li>Assesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, evaluating risk tolerance.</li><li>
Markets services by asking for referrals from current clients, meeting prospects at community functions, responding to inquiries, developing promotions, presenting financial planning seminars.</li><li>
Develops financial strategies by guiding client to establish financial goals, matching goals to situation with appropriate financial plans.</li><li>
Obtains clients' commitment by explaining proposed financial plans and options, explaining advantages and risks, providing explanations, alleviating concerns, answering questions.</li><li>
Monitors clients' financial situation by tracking changes in wealth and life circumstances, analyzing financial plan results, identifying and evaluating new financial strategies, recommending changes in goals and plans.</li><li>
Provides financial management information by preparing financial status analyses and reports.</li><li>
Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.</li><li>
Accomplishes organization goals by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.</li><li>
Consultants may be required to be licensed to buy and sell financial products such as insurance policies, stocks and bonds.</li><li>
May be required to travel or to work non-traditional hours to meet with clients in their homes or businesses.</li><li>
Consultants may be asked to offer financial planning classes or seminars to reach out to potential clients.</li><li>
Perform other duties as assigned</li></ul>
Qualifications:
<ul><li>Bachelor or graduate degree in accounting, finance, business or management</li><li>
Minimum 5-7 years&rsquo; experience in Financial Planning/Consulting, Financial Strategy, Analysis and Business</li><li>
Financial licenses/state registration as required (L&amp;H, FINRA Series 7 and 66)</li><li>
Financial Software knowledge</li><li>
Experience in Corporate Finance, Financial Diagnosis, Financial Operations a plus</li><li>
Travel required (between branches or conduct business meetings offsite with client)</li></ul><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.<br>
<br>
</div>Compensation: The base pay range for this position is USD $71,000.00/Yr. - USD $71,000.00/Yr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

Financial Consultant

<div>Introduction:
<div>
Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates&rsquo; potential for career advancement.</div><div><br>
Headquartered in California, East West Bank (Nasdaq: EWBC) is a top-performing commercial bank with a strong foundation, an enterprising spirit and a commitment to absolute integrity. East West Bank gives people the confidence to reach further.</div>
Overview:
<div>
To perform administrative duties and provide support to the Financial Consultant of Wealth Management.</div>
Responsibilities:
<ul><li> Answering general queries by telephone, email or in person</li><li>
Organize and accurately maintains filing
</li><li>Help support Financial Consultant&rsquo;s daily operations functions / misc. projects</li><li>
Manage Financial Consultant&rsquo;s calendar (scheduling, rescheduling, travel arrangements)</li><li>
Assist Financial Consultant with client paperwork&rsquo;s, compiling information for reports, printing and scanning documents.</li><li>
Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients. Manage the pre-call planning process and post-meeting debriefs.</li><li>
Adheres to bank policies, regulatory agency guidelines and CE requirements.</li><li>
May perform other duties as assigned</li></ul>
Qualifications:
<ul><li>2 years administrative support experience; College degree a plus</li><li>
Professional working proficiency in Mandarin and or Cantonese is a plus.</li><li>
Great Computer skills</li><li>
Proficient with Microsoft Office Package</li><li>
Excellent verbal and written communication skills</li><li>
Detailed oriented</li><li>
Strong organizational skills and must be able to prioritize work with deadlines</li><li>
Ability to obtain Series 7 and 63 within 6 months.</li></ul><div></div><div><br>
East West Bank is an Equal Opportunity Employer</div><div>
Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.
</div>Compensation: The base pay range for this position is USD $20.00/Hr. - USD $26.00/Hr. Exact offers will be determined based on job-related knowledge, skills, experience, and location.</div>

Financial Consultant Associate

Intuit

<div><p>Category Customer Success, Customer Experience</p>
<p>Location Remote - California (Not Bay Area) - United States
</p><p>Job ID 18725</p></div>
<br><div><div><p>Company Overview</p>
<div><p>Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers worldwide using products such as TurboTax, Credit Karma, QuickBooks, and Mailchimp, we believe that everyone should have the opportunity to prosper. We never stop working to find new, innovative ways to make that possible.</p>
</div></div><div><p>Job Overview</p>
<p>Ready to lead at scale and drive transformative impact? Intuit Enterprise Suite (IES) is a configurable, AI-powered platform designed for mid-market businesses that have outgrown standard QuickBooks, enabling them to scale efficiently by integrating financial management, multi-entity operations, and advanced automation into a single system backed by expert guidance. As an M2, <b>Implementation Consultant Senior Leader</b> at Intuit, you are at the helm of shaping the future of enterprise software deployment for our complex mid-market customers.</p><p>
This isn&rsquo;t just about managing a team&mdash;it&rsquo;s about leading leaders. You&rsquo;ll guide Implementation Consultants who, in turn, manage the strategic execution of IES deployments, ensuring successful configuration, specialized multi-entity setup, and technical go-live.Your primary mandate is to ensure the team consistently delivers accelerated <b>Time-to-Value</b>, maximizes <b>Feature Adoption</b>, and maintains exceptionally high <b>Client Satisfaction</b> to secure long-term client retention. As a visionary leader, you&rsquo;ll design and execute strategic deployment methodologies, scale operations efficiently, and foster a culture of excellence, adaptability, and deep financial and IES product expertise. Your mission is to lead with Intuit&rsquo;s Prosperity Principles: Advocacy, Ownership, and Expertise. If you thrive in fast-moving, high-growth environments, and you&rsquo;re ready to elevate a world-class team that is constantly pivoting and evolving with the product, this is your opportunity.</p><p><b><br>
Responsibilities</b></p><ul><li>
Lead, mentor, and develop a team of Implementation Consultants, ensuring alignment with company goals and best practices for IES deployment, accelerated Time-to-Value, immediate Feature Adoption, and client satisfaction.
</li><li>Drive successful and timely go-lives by developing scalable deployment strategies, optimizing the system configuration and data migration lifecycle, and improving implementation quality metrics for complex mid-market businesses.
</li><li>Design, implement, and manage the operational frameworks used to continuously track and optimize team performance, including a strategic focus on Productivity, Delivery Excellence, and Strategic Impact.
</li><li>Strategically prepare the team to pivot and absorb new deployment requirements driven by product evolution and company strategy.</li><li>
Act as a strategic partner between Sales, Product, Professional Services, and Support teams to ensure a seamless transition from contract-close through technical go-live and frictionless handover, with a specific focus on ensuring post-implementation feature use and account health.
</li><li>Advocate for client needs and process improvements, providing deep, data-driven insights to Product and Engineering teams to influence future IES enhancements.
</li><li>Oversee high-priority deployment risks and project escalations, ensuring quick resolution that preserves project timelines and long-term client satisfaction and confidence.
</li><li>Foster a culture of technical excellence, continuous improvement, and the sharing of advanced accounting principles and IES product knowledge within the Implementation organization.</li></ul><p><b><br>
Qualifications</b></p><ul><li>
7+ years of experience in technical implementation leadership or professional services management, with a strong focus on complex mid-market B2B financial software or comprehensive ERP/SaaS solutions.
</li><li>Demonstrated deep functional expertise in enterprise software implementation, configuration, and data migration, with a preference for direct experience with IES or a comparable accounting/ERP suite.
</li><li>Proven ability to lead and scale high-performing teams, while managing teams through organizational and product changes in a solution deployment-centric environment.
</li><li>Strong technical and functional understanding of multi-entity accounting principles and financial reporting.
</li><li>Active Tax Credential (Enrolled Agent, CPA) or equivalent advanced accounting certification is highly preferred.</li><li>
Experience in strategic deployment planning, methodology development, and leading large-scale change management initiatives.
</li><li>Exceptional communication and stakeholder management skills, with the ability to drive cross-functional collaboration.
</li><li>Ability to leverage analytics and performance metrics (CSAT, TTV, Adoption, etc.) to make strategic decisions.</li><li>
A passion for technical excellence, solution architecture, and building long-lasting client relationships in the mid-market space.</li></ul><p><br>
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit&reg;: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:<br>
</p><p></p><br>
<p>Bay Area California: $148,500 &ndash; 195,000</p><p>
Southern California: $131,000 &ndash; 175,000</p><p>
Colorado: $119,500 &ndash; 160,000<br>
Hawaii: $125,500 &ndash; 170,000<br>
Illinois: $119,500 &ndash; 160,000<br>
Massachusetts: $125,500 &ndash; 170,000
<br>
Maryland: $119,500 &ndash; 160,000<br>
Minnesota: $107,500 &ndash; 140,000<br>
New Jersey: $125,500 &ndash; 170,000</p><p>
Ohio: $107,500 &ndash; 140,000<br>
Vermont: $119,500 &ndash; 160,000
<br>
Washington $125,500 &ndash; 170,000
<br>
Washington DC: $ $119,500 &ndash; 162,000</p></div></div><p></p>

Implementation Consultant Senior Manager

SmithRx

<div><p><b>Who We Are:</b></p>
<p>
SmithRx is a rapidly growing, venture-backed Health-Tech company. Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service. With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.</p>
<p>
We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. At our core, we are guided by our company values:</p>
<ul>
<li><b>Integrity:</b> Our purpose guides our actions and gives us confidence in the path ahead. With unwavering honesty and dependability, we embrace the pressure of challenging the old and exemplify ethical leadership to create the new.</li>
<li><b>Courage:</b> We face continuous challenges with grit and resilience. We embrace the discomfort of the unknown by balancing autonomy with empathy, and ownership with vulnerability. We boldly challenge the status quo to keep moving forward&mdash;always.</li>
<li><b>Together: </b>The success of SmithRx reflects the strength of our partnerships and the commitment of our team. Our shared values bind us together and make us one. When one falls, we all fall; when one rises, we all rise.</li>
</ul>
<p><b>Job Summary:</b></p><br>
<p>
The Accounts Receivable Analyst serves as a primary financial liaison for our complex customer relationships. This position is responsible for managing a portfolio of accounts to optimize cash flow, mitigate risk and enhance customer relationships. This role is more strategic than traditional collections with a focus on proactive account management and complex problem-solving. The ideal candidate is proactive, highly organized, self-driven with a meticulous eye for detail and superior communication skills. They are able to exercise excellent judgement in resolving cash collection, managing escalations and analyzing data to provide insights to leadership.</p>
<p>
This role reports to the Senior Accounting Manager, Order to Cash.
</p><p><b>What you will do:</b></p>
<ul>
<li>Customer Portfolio Management
<ul><li>Proactively manage the company's collection efforts in an ever changing, multi-party environment to ensure timely collection of invoices. This includes navigating a complex interplay between our customers, insurance brokers, third-party administrators (TPA), captive insurance companies, and pharmacy consultants. This requires excellent communication and relationship management skills.</li>
<li>Cultivate strong relationships with a high-volume portfolio of internal and external customers, serving as the primary point of contact for billing and receivable inquiries</li>
<li>Manage and prioritize multiple customer, TPA, broker, consultant, captive and other related party demands, exercising business judgement to resolve billing discrepancies, questions and delinquent payers.</li>
<li>Investigate and perform detailed analysis in order to identify the root cause of billing or payment issues, collaborating cross-functionally to implement meaningful solutions.</li>
<li>Manage and create reporting to internal stakeholders of collection efforts and delinquent accounts, including Days Sales Outstanding, Average Days to Collect, and other strategic actions taken to collect delinquent accounts.</li>
<li>Exercise good business judgement discretion in managing escalated or at-risk accounts, independently determining the appropriate course of action which may include negotiating payment plans, settlement or recommending the suspension/cancellation of services.</li>
<li>Train and mentor accounts receivable staff.</li>
</ul></li><li>Operational and Accounting Controls
<ul><li>Document and maintain internal control procedures related to invoicing and collection efforts. Develop and maintain evidence supporting such controls are executing as designed.</li>
<li>With in depth knowledge of the customer portfolio, assist in developing the allowance for doubtful accounts in accordance with Accounting Standards Codification (ASC) number 326 - Financial Instruments: Credit Losses.</li>
<li>Serve as a key partner during financial audits, providing in-depth analysis and explanation for account statuses, transaction histories and resolution paths.</li>
<li>Develop and maintain documentation for Accounts Receivable procedures and actively participate in process improvement initiatives.</li>
</ul></li><li>Financial Analysis and Strategy
<ul><li>Analyze cash application procedures and customer payment trends to identify opportunities for recommended process improvements to optimize cash flow.</li>
<li>Prepare and present analysis on high-risk accounts to leadership, providing recommendations for mitigating financial loss while preserving the customer relationship.</li>
</ul>
</li></ul><p><b>What you will bring to SmithRx:</b></p>
<ul>
<li>4+ years of proven experience in a high volume multi-party accounts receivable role.</li>
<li>Associate's degree or equivalent professional experience in Accounting or Business Administration</li>
<li>Proven experience in Invoicing, Collections, Cash Applications, Accounting Reconciliations and Internal Control Documentation (ie, Securities and Exchange Commission SOX Framework)</li>
<li>Demonstrated ability to negotiate and resolve conflict with external customers, and their related parties, while maintaining a positive and professional relationship</li>
<li>Proven ability to work independently, manage competing demands and make excellent business judgement in a fast-paced environment</li>
<li>Strong analytical and problem-solving skills with a proven track record of investigating complex issues and implementing solutions</li>
<li>Outstanding communication and interpersonal skills with a customer-first orientation</li>
<li>Expert understanding of accounts receivable and solid understanding of accounting policy</li>
<li>Highly skilled in MS Office Suite (Experience with Intacct or other ERP is a plus)</li>
</ul>
<p><b>What SmithRx Offers You:</b></p>
<ul>
<li>Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance and AD&amp;D Insurance</li>
<li>Flexible Spending Benefits</li>
<li>401(k) Retirement Savings Program</li>
<li>Short-term and long-term disability</li>
<li>Discretionary Paid Time Off</li>
<li>Paid Company Holidays</li>
<li>Wellness Benefits</li>
<li>Commuter Benefits</li>
<li>Paid Parental Leave benefits</li>
<li>Employee Assistance Program (EAP)</li>
<li>Well-stocked kitchen in office locations</li>
<li>Professional development and training opportunities</li></ul></div>

Accounts Receivable Analyst

Autodesk

<div><div><div><div><div><div><div><div><div><div><div><div><div><div><div><div>Job Requisition ID #</div></div></div></div></div></div></div></div></div></div></div></div></div></div></div><div></div>
26WD94663<div></div><div>
Postition Overview<br>
Autodesk is the world leader in design software with over $2B in revenue and customers in every industry you can think of. As a global leader in 3D design, engineering and entertainment software, Autodesk helps people imagine, design, and create a better world. Autodesk accelerates better design through an unparalleled depth of experience and a broad portfolio of software to give customers the power to solve their design, business and environmental challenges.</div><div></div><div>
Responsibilities</div><ul><li><div>
Design, develop, re-factor, optimize, and enhance web applications</div></li><li><div>
Participate in the design and implementation of well-architected and scalable web services through the evaluation, integration and deployment of open source and commercial components</div></li><li><div>
Work closely with business users, product owners, and other developers in a tightly knit, agile team</div></li><li><div>
Take on areas of technical ownership within the overall solution</div></li><li><div>
Measure and optimize software and end-to-end system performance</div></li><li><div>
Collaboratively work with architects, engineers, and vendors to realize the total product vision as a comprehensive world-class solution</div></li><li><div>
Proactively and continuously evaluate and address issues related to performance, stability, scalability, and extensibility of the systems</div></li><li><div>
Document system and application architectures</div></li><li><div>
Work with adjacent teams on integrations with software-as-a-service products, back office systems or desktop software features</div></li><li><div>
Keep your ear to the ground and help us incorporate industry best practices and important developments into our products</div></li><li><div>
Coach, mentor Junior developers on the team</div></li></ul><div></div><div>
Minimum Qualifications</div><ul><li><div>
BS/MS degree in Computer Science, Engineering or a related subject</div></li><li><div>
5+ years of experience with Develop Web applications using Java technologies REST webservices, Spring, Javascript - NodeJS, ReactJS,, Backbone Marionette</div></li><li><div>
3+ years of experience with using cloud platforms such as AWS</div></li><li><div>
2+ years of experience with large scale e-commerce systems</div></li><li><div>
1+ years of experience with NoSQL databases such as DynamoDB, MongoDB, Cassandra, Redis</div></li><li><div>
Strong Understanding of REST API architecture is required</div></li><li><div>
Strong understanding of Service-Oriented Design and Event based systems</div></li><li><div>
Experience with third-party APIs and Web Services, API Gateways like Apigee</div></li><li><div>
Design and implement efficient, reusable, intuitive, flexible, extensible and testable Code</div></li><li><div>
Working knowledge of the general web application landscape, architectures, trends, and emerging technologies</div></li><li><div>
Experience with TDD, Agile development using Scrum process.</div></li><li><div>
Experience with deployment and code management using Git and Jenkins</div></li><li><div>
Exposure to AI/ML development tools</div></li></ul><div></div><div>
Ideal Candidate</div><ul><li><div>
You are a talented Software Engineer who is passionate about code quality, usability, and technology</div></li><li><div>
You excel at working with multidisciplinary teams to deliver great user experiences</div></li><li><div>
You are a power web user keeping yourself up-to-date with the latest trends and breakthroughs in web development technology</div></li><li><div>
You have a strong record of project execution and completion and have experience with Scrum and agile development practices</div></li><li><div>
You love working with smart people and want to be part of a team</div></li><li><div>
You are excited by the challenge of pushing the limits of the web platform to deliver disruptive, innovative solutions to the world that will delight your customers</div></li></ul><div></div><div>
Success Factors</div><ul><li><div>
Demonstrated commitment to high quality user facing and back end code that is usable, maintainable and well thought out</div></li><li><div>
Ability to work both collaboratively and independently</div></li><li><div>
Self-directed learner who has quickly learned new programming languages</div></li><li><div>
Open to modification of the work we do, based on customer feedback and other data we acquire</div></li><li><div>
Self motivated and desire to get stuff done</div></li></ul><div></div><div>
About Autodesk</div><div>
Autodesk makes software for people who make things. If you&rsquo;ve ever driven a high-performance car, admired a towering skyscraper, used a smartphone, or watched a great film, chances are you&rsquo;ve experienced what millions of Autodesk customers are doing with our software. Autodesk gives you the power to make anything. For more information and open positions visit autodesk.com/careers. To see our culture in action, please check out #AutodeskLife on Instagram or facebook.com/autodeskcareers. Autodesk is proud to be an equal opportunity employer and considers all qualified applicants without regard to race, gender, disability, veteran status or other protected category.</div><div></div><div><div><div><div><div><div><div><div>
Learn More</div></div></div></div></div></div></div></div><div></div><div>
About Autodesk</div><div>
Welcome to Autodesk! Amazing things are created every day with our software &ndash; from the greenest buildings and cleanest cars to the smartest factories and biggest hit movies. We help innovators turn their ideas into reality, transforming not only how things are made, but what can be made.</div><div></div><div>
We take great pride in our culture here at Autodesk &ndash; it&rsquo;s at the core of everything we do. Our culture guides the way we work and treat each other, informs how we connect with customers and partners, and defines how we show up in the world.</div><div></div><div>
When you&rsquo;re an Autodesker, you can do meaningful work that helps build a better world designed and made for all. Ready to shape the world and your future? Join us!</div><div></div><div>
Benefits</div><div>
From health and financial benefits to time away and everyday wellness, we give Autodeskers the best, so they can do their best work. Learn more about our benefits in the U.S. by visiting <div>https://benefits.autodesk.com/</div></div><div></div><div><div><div><div><div><div><div><div>
Salary transparency</div></div></div></div></div></div></div></div>
Salary is one part of Autodesk&rsquo;s competitive compensation package. For U.S.-based roles, we expect a starting base salary between $110,300 and $190,300. Offers are based on the candidate&rsquo;s experience and geographic location, and may exceed this range. In addition to base salaries, our compensation package may include annual cash bonuses, commissions for sales roles, stock grants, and a comprehensive benefits package.<div></div><div>
Equal Employment Opportunity</div><div>
At Autodesk, we're building a diverse workplace and an inclusive culture to give more people the chance to imagine, design, and make a better world. Autodesk is proud to be an equal opportunity employer and considers all qualified applicants for employment without regard to race, color, religion, age, sex, sexual orientation, gender, gender identity, national origin, disability, veteran status or any other legally protected characteristic. We also consider for employment all qualified applicants regardless of criminal histories, consistent with applicable law.</div><div></div><div>
Diversity &amp; Belonging</div><div>
We take pride in cultivating a culture of belonging where everyone can thrive. Learn more here: <div>https://www.autodesk.com/company/diversity-and-belonging</div></div><div></div><div>
Are you an existing contractor or consultant with Autodesk?</div><div>
Please search for open jobs and apply internally (not on this external site).</div></div>

Senior Software Engineer

Plaid

<div><div><div>We believe that the way people interact with their finances will drastically improve in the next few years. We&rsquo;re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid&rsquo;s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.</div><div></div><div><br>
AI and intelligent systems are driving the fifth paradigm shift, following previous technological revolutions like mainframes, personal computers, the internet, and mobile devices. We believe, in the foreseeable future, AI will revolutionize the FinTech industry - from how consumers understand and manage their finances, to how developers build applications and how all companies operate. The fintech industry landscape will undergo a fundamental reshape.</div><div></div><div><b><br>
Plaid in the FinTech AI Ecosystem</b></div><div>
Plaid is uniquely positioned to become the financial data and insights backbone for AI applications and platforms in this evolving ecosystem.</div><div></div><div><br>
We believe consumers should be able to understand and manage their financial life through conversational AI interfaces using natural language. We believe consumers should have peace of mind with a trustworthy consent and authorization manager when agents shop for them. We believe identity verification and financial fraud prevention in AI-powered products should feel seamless and embedded for the end users. The list goes on.</div><div>
The most important AI companies, major fintechs, and customer agent platforms are actively trying to integrate Plaid into AI-powered products and solutions they build.</div><div></div><div><b><br>
Plaid&rsquo;s AI-powered Experiences for Customers</b></div><div>
The explosive growth in model intelligence and increasing relevance for enterprise tasks offer a unique opportunity for Plaid to rethink from the ground up how we operate and interact with our customers for the most optimal experience.</div><div></div><div><br>
Our early experiments in building AI agents for customer experience are paying off with huge business value. For example, our homegrown AI-powered customer support agents resolve a significant proportion of customer questions and issues within seconds, which would otherwise have required humans hours to work on.</div><div>
This is just the beginning and there is so much more we could do.</div><div></div><div><b><br>
The AI Applications Team</b></div><div>
You will have the opportunity to join as one of the founding members of this newly formed team that is dedicated to consolidating and rapidly scaling our successful bets so far, and grow with the team in our quest to accelerate Plaid&rsquo;s transformation into an AI-first company.</div><div></div><div><br>
In this role you will lead projects that enable and scale our business with our largest AI customers and partners, starting with personal finance use cases and expanding into many others; examples include:</div><div>
- Develop and evolve the preferred integration pattern for Plaid with AI providers - from API adaptations to building the official Plaid MCP Servers, and beyond</div><ul><li>Redefine how Plaid&rsquo;s consumer link experience embed into conversational interfaces in the most seamless way</li></ul><div>
Architect the trust layer for the future of agentic commerce that will become the industry standard</div><div></div><div><br>
Additionally you will be expected to scale and extend our existing successful bets on AI-powered customer experience; examples include:</div><div>
- Make the next step-function improvement in our homegrown customer support agent - land our multi-turn and multi-agent system that powers a truly delightful experience for our customers; define how to scalably run offline evaluation for complex multi-turn open-ended tasks; research and prototype how Human-In-The-Loop - Reinforcement Learning (RLHF) can power an insights flywheel; pioneer the architecture for customer-specific long-term memory, etc.</div><div>
- Extend our agentic system to support other critical parts of the customer journey, starting with areas with the highest ROI - top-of-funnel product recommendation, customer onboarding and risk diligence, customer activation and assistance for faster productionization, as well as upselling and cross-selling of Plaid products</div><div></div><div><br>
You will have a front row seat to all the latest industry developments. Over time, with the skills and experience you develop and hone on this team, you can become an influential voice in defining where AI &lt;&gt; Fintech will be heading longer term.</div></div>
<div><div><h3 class="jobSectionHeader"><b>Responsibilities</b></h3><ul><li><ul><li>
Work with other AI engineers, software engineers and machine learning engineers to architect, design and implement GenAI-powered products and features</li><li>
Collaborate across functions to understand user needs, propose and implement AI-powered solutions where they&rsquo;re expected to have the highest impact</li><li>
Design and execute rapid experiments to push the boundaries on potential business impact from emerging AI capabilities, with a focus on minimal viable testing approaches</li><li>
Balance creative exploration of possibilities with rigorous evaluation of technical feasibility, product potential and business impact</li></ul></li></ul></div></div>
<div><div><h3 class="jobSectionHeader"><b>Requirements</b></h3><ul><li><ul><li>
Strong SWE fundamentals (system design, APIs, etc.)</li><li>
Hands-on experience working with LLMs to build products and shipping them to product with iterating with real user feedback - including but not limited to:</li><li>
Prompt engineering</li><li>
Fine-tuning</li><li>
Retrieval augmented generation (RAG)</li><li>
Semantic search - vector database and embedding models</li><li>
Agent orchestration framework</li><li>
Evaluation and monitoring framework of open-ended tasks</li><li>
Streaming and SSE</li><li>
Common UX and design patterns for GenAI-powered products</li><br>
<div></div><li>
Strong debugging and monitoring experience for production systems</li><li>
Ability to deeply understand customer and user needs through user research and rapid experimentation - be your own technical PM</li><li>
Ability to balance divergent thinking (exploring possibilities) with convergent thinking (evaluating feasibility), which is critical for driving 0 -&gt;1 projects</li><li>
Extremely curious and passionate about working in GenAI applications space</li></ul></li></ul></div></div>
<div><div><h3 class="jobSectionHeader"><b>Nice-to-Haves</b></h3><ul><li><ul><li>
Experience training and/or serving ML models in production, or fine-tuning LLMs for domain-specific use cases</li><li>
Comfortable operating in privacy/PII-sensitive environments and applying compliance mitigations</li></ul></li></ul></div></div>
<div><div>$202,800 - $330,000 a year</div><div>
The target base salary for this position ranges from $202,800/year to $330,000/year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.</div></div>
<div><div>Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!</div><div></div><div><br>
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].</div></div></div><div></div>

Staff Software Engineer - AI

Rapt Studio

<div>
 <strong>
  About Us
  <br/>
  <br/>
 </strong>
 Rapt is an award-winning design and strategy studio that helps leading brands navigate the complex challenges of this ever-changing world. With locations in San Francisco, Los Angeles, and New York &mdash; and with clients spanning the globe &mdash; we bring fresh thinking and a highly customized approach to each and every partnership. Our interdisciplinary teams blend architecture, interior design, brand experience, graphic design, and strategic thinking into holistic solutions that further our clients&rsquo; missions. Our agile approach earned us the distinction of being named one of Fast Company&rsquo;s Most Innovative Companies.
 <br/>
 <br/>
 We&rsquo;re a studio built on connection. The best work happens shoulder-to-shoulder&mdash;pin-ups, workshops, model reviews&mdash;because ideas move faster in person. We work hybrid: three days together in the studio, with more as projects demand. We value flexibility, but this role isn&rsquo;t remote; candidates must be local to one of our studios and available onsite regularly.
 <br/>
 <br/>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 At Rapt Studio, Project Designers work on multiple projects of varying types and scales while maintaining a keen eye for both design and detail.
 <br/>
 <br/>
 They&rsquo;re at the core of the work we do. With dedication and hard work, they have the potential to grow quickly and become a big part of our creative process and output. We&rsquo;re looking for someone who&rsquo;s a strong conceptual thinker, visualizer, and designer.
 <br/>
 <br/>
 <strong>
  Qualifications:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor&rsquo;s or Master&rsquo;s degree in Architecture or Interior Design
  </li>
  <li>
   4-8+ years of experience working at an architecture or design studio
  </li>
  <li>
   Experience working with project teams from concept design through construction
  </li>
  <li>
   Proficiency with Revit, AutoCAD, SketchUp, Microsoft Office, and Adobe Creative Suite
  </li>
  <li>
   Familiarity with project management, construction administration, budget review, building codes, consultant coordination, and client relations
  </li>
  <li>
   Ability to develop construction documents for review
  </li>
  <li>
   Ability to work with furniture vendors to manage process and deliveries
  </li>
  <li>
   Proficiency and interest in 3D visualization
  </li>
  <li>
   State licensure or pursuance of state licensure is encouraged
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  We&rsquo;re looking for:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   A collaborative individual who isn&rsquo;t afraid to think outside the box
  </li>
  <li>
   A team player with a positive attitude who&rsquo;s enthusiastic about tackling the unexpected and unknown
  </li>
  <li>
   A creative person with strong graphic, organizational, and communication skills
  </li>
  <li>
   A conceptual thinker who&rsquo;s always seeking inspiration
  </li>
  <li>
   A person in active pursuit of mentorship and development, willing to take the first step or the first pass at a problem and seeking review and guidance afterward
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 Compensation is based on relevant experience and qualifications. Salary for this role is estimated between $75,000 to $100,000 plus benefits and bonuses.
 <br/>
 <br/>
 Rapt also offers a generous relocation package for eligible candidates.
 <br/>
 <br/>
 <strong>
  Benefits and Perks:
  <br/>
  <br/>
 </strong>
 Generous options for medical, dental, vision insurance
 <br/>
 <br/>
 Location flexibility and unlimited paid time off (PTO)
 <br/>
 <br/>
 Tax-deferred savings through FSA, parking and transit allocations
 <br/>
 <br/>
 401K with employer contribution
 <br/>
 <br/>
 Complimentary One Medical memberships
 <br/>
 <br/>
 New hire referral bonus
 <br/>
 <br/>
 Phone stipend
 <br/>
 <br/>
 We do not use artificial intelligence or automated systems to screen or evaluate job applications. Every application is reviewed by a real member of our team. Because our process is fully human-led and we prioritize thoughtful review, response times may be slower than companies that rely on automation. We appreciate your patience and the care you put into applying.
</div>


Project Designer  (Interior Design/Architecture)

Explore 47+ Financial consultant in San Francisco this January. Find roles across top companies and apply now to boost your career.