Location: Remote Roles - EMEA
Who We Are
At OKX, we believe that the future will be reshaped by crypto, and ultimately contribute to every individual's freedom.
OKX is a leading crypto exchange, and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps). OKX is also a trusted brand by hundreds of large institutions seeking access to crypto markets. We are safe and reliable, backed by our Proof of Reserves.
Across our multiple offices globally, we are united by our core principles:
We Before Me
,
Do the Right Thing
, and
Get Things Done
. These shared values drive our culture, shape our processes, and foster a friendly, rewarding, and diverse environment for every OK-er.
About the Opportunity
OKX is hiring a Head of Tax Information Reporting to build and run our global tax information reporting function. The function covers the OECD Crypto-Asset Reporting Framework (CARF), the EU's DAC8 directive, the amended Common Reporting Standard (CRS 2.0), FATCA, and US Form 1099-DA across multiple reporting entities and a large global user base, with annual reporting across the EU, Brazil, and other CARF jurisdictions.
Most of the work is data: getting the right user, transaction, and balance data out of our platform, reconciling it, and turning it into accurate filings. You will own the relationship with our reporting vendor, the data specification that feeds it, and the quality checks that decide whether a file goes out.
You will run a central function that owns policy, data, vendor, QA, and submission for every entity in scope. Each reporting entity names an accountable signatory. Local compliance and entity leads are consulted on local requirements and support registration where the law requires a local filer. You will work closely with Product, Data Engineering, Finance Operations, Group Tax, Legal, Data Privacy, and the local entity leads.
Location: remote available, with a strong preference for the US or EU. Some travel to OKX offices.
What You'll Be Doing
Own the end-to-end CARF, DAC8, CRS 2.0, FATCA, and 1099-DA reporting cycle for every OKX entity in scope: population definition, self-certification coverage, data extraction and reconciliation, file production, QA, filing, corrections, and tax authority queries.
Define and own the data specification that feeds the tax platform vendor: which users, which transactions, which balances, how they are aggregated by user and jurisdiction, and how they reconcile to the ledger. Work with Product and Data Engineering to build and test the pipeline.
Build and run the QA framework. Reconcile every file to source, validate it against the OECD XML schema and local variants, sample-test self-certification reasonableness checks, and run cross-entity consistency checks for users who hold accounts with more than one OKX entity. Nothing files without your release.
Manage the tax platform vendor: contract scope, delivery calendar, test cycles, output validation, issue resolution, and the annual renewal decision.
Set the group reporting policy and interpret the regimes for OKX: reportable crypto-assets, transfers to unhosted wallets, staking and reward income, retail payment thresholds, residency tie-breakers, and TIN rules, exercising independent technical judgment, supported by Legal and external tax advisers.
Own the global tax self-certification design in onboarding, including validation rules, refresh triggers, and the backlog remediation program for existing users, working with Compliance and Product.
Define the process for restricting undocumented accounts under DAC8 and CARF, including reason codes and customer communications, with restrictions applied automatically in Product and monitored by the central team.
Maintain the entity-by-entity readiness tracker covering domestic enactment, registration, self-certification coverage, and deadlines. Report weekly to the CCO and monthly to the CARF steering committee.
Hands-on leader. Build a small, senior team, scaled through the reporting vendor and outside advisers. Coordinate with and train local compliance and entity leads.
Support independent testing by Compliance Monitoring, Risk, and Internal Audit, and support tax authority examinations with complete, reproducible records.
What We Look For In You
7+ years in tax information reporting, tax operations, or regulatory data reporting at a global exchange, broker, bank, fintech, or digital asset platform, including at least 3 years leading a team.
Hands-on experience in a global, distributed digital asset business: you have worked with exchange or wallet transaction data, multiple legal entities, and users spread across many jurisdictions. This is required.
Strong data skills. You can write SQL, define data specifications for engineers, reconcile large transaction datasets to a ledger, and find the gap when the numbers do not tie. You have built or run data quality controls on reporting output.
Working knowledge of CARF, DAC8, CRS, and FATCA, including due diligence rules, self-certification requirements, reportable transaction categories, and the XML schemas used for exchange. Direct CARF or DAC8 implementation experience is strongly preferred given live DAC8 obligations and upcoming CARF reporting.
Experience managing a tax reporting vendor or reporting platform, including scoping, testing, and holding the vendor to a delivery calendar. the tax platform vendor experience is a plus.
Experience building a function from a small base: writing the policy, designing the controls, hiring the team, and running the first cycle.
Ability to explain data and tax issues plainly to executives, engineers, and local compliance officers, and to run a steering committee.
Judgment on when to escalate, comfort working across US, EU, and Asia time zones, and a record of meeting hard filing deadlines.
Nice to Haves
Experience with US Form 1099-DA or 1099-B production, backup withholding, or Qualified Intermediary reporting.
Experience with the DAC8 60-day account restriction process or equivalent undocumented account remediation at scale.
Familiarity with GDPR requirements for sharing customer data with tax authorities, including data protection impact assessments.
Python or similar scripting for data validation, and experience with data warehouse tools such as Databricks.
Experience working inside a Three Lines Model, including supporting second-line monitoring and Internal Audit.
A CPA, chartered tax adviser, or equivalent; or a degree in data science, computer science, or accounting.
Perks & Benefits
Competitive total compensation package
L&D programs and Education subsidy for employees' growth and development
Various team building programs and company events
Comprehensive healthcare schemes for employees and dependants
More that we love to tell you along the process!
OKX Statement:
OKX is committed to equal employment opportunities regardless of race, color, genetic information, creed, religion, sex, sexual orientation, gender identity, lawful alien status, national origin, age, marital status, and non-job related physical or mental disability, or protected veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Notice:
All official
OKX
vacancies are published on this website.
While roles may appear on selected third-party platforms from time to time, information on other sites may be inaccurate or outdated.
If in doubt, please apply directly through our official careers website.
Information collected and processed as part of the recruitment process of any job application you choose to submit is subject to
OKX
's
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УдалённоheadJudgment on when to escalate, comfort working across US, EU, and Asia time zones, and a record of meeting hard filing deadlines; Remote Roles - EMEA
Location: CAN: Vancouver (333 Seymour St)
Workplace: Hybrid
ABOUT THE ROLE
For a small business, getting paid isn’t an abstract technical problem. It affects whether they can pay their people, buy supplies and take on their next opportunity. We connect money movement with financial context to help small businesses manage cash flow with greater confidence.
Payments is one of Xero's biggest areas of investment and growth, and it's how small businesses get paid, pay their people, and take on their next opportunity. As Engineering Manager, you'll lead the Payments Platform engineering team in Vancouver as it takes on early-stage initiatives that power money movement across Xero and enable new product lines globally, including global bill payments. You'll keep the team delivering while building the engineering practices and capability it needs to grow.
THE TECHNICAL CHALLENGES
The team is building the capabilities that sit underneath every payment a small business makes or receives. Four problems define the work:
- A shared payments platform: Build orchestration, risk and fraud, and multi-provider capabilities that work across products and markets, helping teams launch new payment products faster without rebuilding the same foundations.
- Global bill payments: Make a complex financial process feel simple for small businesses while keeping it accurate, secure and connected to the accounting record.
- High throughput at scale: Design reliable, secure distributed services that remain dependable under real-world production constraints.
- Customer impact alongside architectural progress: Selectively rebuild and enhance existing systems, delivering value quickly while moving toward a coherent long-term architecture.
- AI capabilities customers can trust: Apply AI to challenging product problems while protecting customer trust, and bring the same discipline to how we evaluate and operate those capabilities.
Your job is to make sure the team can take on these problems together, sequencing the work so that both customer value and long-term architecture move forward.
IMPACT
- First 6 months: you'll understand the payments platform, its consumers, and the customer problems it enables teams to solve. You'll have the team delivering production code, with a clear delivery plan and roadmap agreed for at least one core capability, such as onboarding, orchestration, risk and fraud, or multi-provider support. You'll also have set up healthy on-call and review practices, and you'll be building the team's capability through mentoring and technical reviews.
- First 12 months:the team's architectural decisions will be running in production and helping new payment products launch faster. You'll have established engineering standards and clear ownership across the Vancouver Payments team, and the work will be reaching small businesses through faster, safer ways to pay and get paid.
OWNERSHIP
You'll own the delivery, staffing, and operational health of the Vancouver Payments engineering team, including hiring, performance, and career development for every engineer on it. You'll set the team's priorities with the product and engineering leadership, and you'll own the team's processes, quality standards, and on-call practices within agreed standards. Technical architecture decisions for the platform sit with the team's technical leads and principal engineers, and you'll make sure those decisions are backed by a team that can deliver them. Because the initiative and the team are both early in their development, you'll help shape how the team works, including its use of AI-assisted development. Engineers on the team own their work, including quality, reliability, and on-call, and you'll make sure that accountability is built into how the team operates.
WHO YOU'LL WORK WITH
- Lili Kan https://www.linkedin.com/in/lilixkan/, GM/VP, Payments Platform Engineering. Lili brings extensive experience building platforms and leading engineering teams in Silicon Valley. She previously led Payment Intelligence engineering at Stripe, building systems that protect payments from fraud. Before that, she spent four years at Uber, working across platform services, systems for operating self-driving fleets, and Driver Safety & Insurance Engineering.
- Jing Feng https://www.linkedin.com/in/jingff, Head of Engineering, Payments Platform. Jing brings engineering leadership experience from Uber, Apple, LinkedIn and Yahoo. Most recently, she led Risk Product Engineering at Uber, building capabilities to detect and prevent fraud and risk.
WHAT YOU BRING
- A proven record of leading engineering teams that deliver highly available distributed systems under real production constraints, with strong operational practices
- Experience growing and managing engineers, including hiring, performance management, and career development, and a track record of building inclusive, high-trust team cultures
- Experience building a platform or product from an early idea into production, and evolving it as adoption and complexity grow
- Enough technical depth in system architecture, API design, and data stores to guide design reviews and trade-off decisions with your technical leads
- Experience setting direction and breaking complex problems into clear, actionable plans that lead to delivery
- Comfort using AI tools to improve development workflows, with judgment about when and how to validate their output
Nice to have:
- Experience in payments, fintech, or money movement, such as payment orchestration, risk and fraud, or multi-provider integrations. Experience in adjacent domains with demanding reliability, security, or correctness requirements is also valuable.
- Experience modernizing established systems while continuing to deliver value to customers
- A track record of partnering with product, design, and other cross-functional teams to turn complex business needs into resilient engineering solutions
HOW WE WORK
We’re bold in our vision and pragmatic in execution, delivering useful improvements along the way rather than waiting for a large rewrite. We invest in AI to learn faster and focus effort on higher-value problems, while engineers stay accountable for what they ship. We use shared frameworks to avoid reinvention, leaving teams room to innovate. Engineers own their work, including quality, reliability, and on-call. Leaders set context and priorities, and engineers help shape the solutions.
WHERE WE WORK
We offer a hybrid model that blends the flexibility of working from home with the collaboration of the office, including designated boost days in our modern office spaces. This role is open to hybrid candidates in Vancouver, British Columbia. We also welcome applications from candidates across Canada interested in relocating to Vancouver.
OUR HIRING PROCESS
1. TX phone screen (45 minutes): a conversation with your Talent Specialist about your background, motivations and the role.
2. Technical assessments: A systems design assessment, run through an independent third-party provider and based on real-world scenarios.
3. Technical deep dive (45–60 minutes): with a Principal Engineer and the hiring team. You'll walk through a past project you led, covering how you thought about it, executed it and led through its complexity.
4. Values / Future Proof Xero (45 minutes): how you show up day to day, aligned with Xero's values and capabilities such as adaptability, ownership, customer thinking and AI fluency.
5. LEADership (45–60 minutes): real examples of how you lead, influence and deliver in ambiguous, fast-changing environments, assessed against Xero's leadership principles.
COMPENSATION & TOTAL REWARDS
At Xero, we value the impact and skills you bring to the team. We believe in a Total Package philosophy - ensuring your value is recognized through a holistic lens that includes base salary, performance incentives, and world-class benefits.
The expected base salary range for this role is $188,000 - $236,000 CAD
Individual pay is determined by various factors, including geography, level of experience, and the specific skills you bring to the role.
In addition to base pay, Xero’s roles are eligible for the following forms of variable compensation:
- Variable Pay: Permanent employees are eligible to participate in our annual bonus and equity (RSU) programs. You may also be eligible for performance-based cash or equity (RSUs) incentives depending on your role level, and company performance.
- Comprehensive Benefits: World-class health, wellness, and retirement programs. Xero Perks https://careers.xero.com/inside-xero/benefits-wellbeing/ including Wellbeing days, generous leave, and dedicated professional development budgets.
This is a posting for an existing vacancy.
Xero uses AI to help screen applications based on job-related qualifications. These tools assist our recruiters but do not make automated hiring decisions. A human recruiter reviews all candidates before any hiring action is taken.
Location: Remote-US
Workplace: Remote
Phantom https://phantom.com is on a mission to connect the world to the freedom of open markets. Tens of millions of people all over the world use Phantom to access global markets that never close, including perpetuals, prediction markets, tokenized assets, stablecoins and memes. Phantom users are able to discover the markets that matter and the cultural moments that shape them, building conviction through real-time data and the verified performance of top traders. With self-custody and access to open networks at its core, Phantom lets them control their financial moves in the same app they use to safely store or spend money worldwide.
Phantom has reached #1 in Google Play's finance category and consistently ranks in the top 50 apps across all categories. Check out our Forbes Fintech 50 https://www.forbes.com/sites/ninabambysheva/2026/02/23/inside-phantoms-battle-plan-to-win-the-crypto-fueled-superapp-war/ and CNBC and Statista's World's Top Fintech Companies 2026 https://www.cnbc.com/worlds-top-fintech-companies-2026/!
We are around 180 people, fully remote, backed by a $150M Series C investment from a16z, Sequoia Capital and Paradigm.
ABOUT THE ROLE
At Phantom, we're looking for an AI Engineer to help shape how AI is adopted and scaled across the company. You'll play a key role in building the internal AI tools, integrations, and automation that enable teams to work smarter, move faster, and operate more efficiently.
This is a hands on engineering role focused on turning emerging AI capabilities into practical, reliable solutions that drive meaningful business impact. You'll partner closely with teams across the organization to identify opportunities, build AI powered workflows, and establish the technical foundations that make AI accessible, secure, and scalable.
We're looking for someone who enjoys building, experimenting, and shipping, with a strong understanding of modern LLM technologies and the engineering fundamentals required to bring AI solutions into production.
RESPONSIBILITIES
- Build AI Solutions: Design, develop, and deploy AI powered tools, agents, and automation that streamline workflows and solve real business problems across the organization.
- Develop AI Integrations: Connect LLMs and AI applications with internal systems, APIs, and enterprise tools to enable seamless, intelligent workflows.
- Own AI Infrastructure: Build and maintain the underlying infrastructure, services, and integrations that support reliable AI applications across teams.
- Enable AI Adoption: Partner with stakeholders to identify opportunities for AI, translate business needs into technical solutions, and empower teams to leverage AI tools effectively.
- Build for Scale: Develop reusable components, frameworks, and tooling that make it easier for teams to build, customize, and maintain their own AI workflows.
- Ensure Security & Reliability: Implement appropriate access controls, monitoring, observability, and operational safeguards to ensure AI solutions are secure, reliable, and maintainable.
- Optimize AI Usage: Monitor model performance, usage, and costs while identifying opportunities to improve efficiency, quality, and business outcomes.
- Drive Innovation: Stay current with emerging AI technologies, evaluate new models and frameworks, and identify practical opportunities to bring new capabilities into the organization.
QUALIFICATIONS
- Strong software engineering background with experience building and maintaining production applications, services, or internal platforms.
- Hands on experience developing applications using LLMs such as OpenAI, Anthropic Claude, or open source models.
- Proficiency in Python, TypeScript, or similar programming languages, with experience integrating APIs and building backend services.
- Experience building AI agents, workflow automation, or applications that leverage LLM orchestration frameworks.
- Familiarity with retrieval augmented generation (RAG), tool calling, structured outputs, prompt engineering, and modern AI application patterns.
- Experience integrating applications with enterprise tools, internal systems, and third party APIs.
- Understanding of cloud infrastructure, deployment practices, monitoring, and production reliability.
- Strong product mindset with the ability to translate ambiguous business problems into practical technical solutions.
- Ability to work independently, take ownership of projects, and collaborate effectively with both technical and nontechnical stakeholders.
- A genuine interest in AI and a bias toward experimentation, execution, and measurable impact.
NICE TO HAVE
- Experience building internal AI platforms or enterprise AI automation solutions.
- Familiarity with AI coding tools, agent frameworks, and orchestration platforms.
- Experience with technologies such as LangChain, LangGraph, Claude Agent SDK, or similar frameworks.
- Experience with MCP, enterprise connectors, and AI tool integrations.
- Familiarity with LLM observability, evaluation frameworks, cost optimization, and usage analytics.
- Experience implementing security, governance, and access controls for enterprise AI applications.
- Experience working in a fast growing technology company where speed, ownership, and adaptability are essential.
You'll help make AI a practical and valuable part of how Phantom operates. Success means delivering solutions that teams actively use, reducing manual work, accelerating execution, and creating a scalable foundation for continued AI adoption.
You'll have the opportunity to own projects from concept through production, influence our internal AI strategy, and help define how we leverage AI across the organization.
Why Work With Us
Phantom's journey to becoming a global trading app began with making crypto easier to use. Today, we’re building on that foundation to help people discover the markets that matter, make informed financial moves, and safely store or spend their money worldwide. Joining Phantom means helping shape that next chapter: building products that bring the freedom of open markets to more people.
- Build for global impact: Create products used by tens of millions of people, making innovative financial markets more accessible to users around the world.
- Make complexity feel simple: Solve meaningful challenges across design, engineering, and user experience to make discovering markets and managing money seamless.
- Put users in control: Help build a future where people have greater freedom over their assets and financial decisions, with security and self-custody at the foundation.
Benefits (only available to full-time employees)
- Competitive salary and equity
- Comprehensive insurance (medical/dental/vision): base plan 100% covered
- Flexible hours and a long-standing, supportive remote environment
- Unlimited vacation: Take time when you need it (and we really mean it!)
- 401(k) retirement plan
- Wellness stipend
- Weekly meal stipend
- Learning & Development stipend
- Remote / WFH set-up stipend
We strongly encourage candidates of all backgrounds to apply. We believe that our work is stronger with a variety of perspectives, and we’re eager to further diversify our company. If you have a background that you feel would make an impact at Phantom, please consider applying. We’re committed to building an inclusive, supportive place for you to do the best work of your career.
By submitting your resume and application materials, you acknowledge and agree that Phantom Technologies, Inc. ("Phantom") collects and processes your personal information (including application materials, interview records, and related data) to evaluate your candidacy. Phantom may use AI-powered tools and third-party service providers for transcription, note-taking, scheduling, and other administrative tasks. Phantom does not sell your information and your materials will be handled securely and in accordance with applicable data protection laws.
Location: New York, New York, United States
About the Role
iCapital is looking to hire a Vice President to join the Corporate Reporting team within Corporate Finance. Reporting to the Senior Vice President, SEC Reporting, this individual will be a key leader across building out the firm’s SOX controls readiness program as well as focus on iCapital's technical accounting programs. This role combines hands-on experience with business process controls and IT general controls (ITGCs), public-company reporting and governance requirements, and complex U.S. GAAP technical accounting matters. This individual will partner closely with other members of the Corporate Finance, Corporate Development, Technology, Legal and Compliance, Human Resources and Benefits teams. This role also works with outsourced advisors for technical accounting and tax, external auditors, and other business leaders to build scalable, audit-ready processes and help prepare the organization to operate like a public company.
Responsibilities
Lead key workstreams within the firm-wide SOX program, including risk assessment, scoping, control design, documentation, testing coordination, deficiency evaluation, remediation, and executive reporting.
Provide subject matter expertise across both business process controls and ITGCs, including the evaluation of control dependencies, automated controls, system-generated reports, and key interfaces.
Help design and execute the organization’s path to SOX compliance, including readiness planning, external auditor coordination, evidence standards, testing strategy, and sustainable program governance.
Partner with process and control owners to develop and maintain process narratives, flowcharts, risk and control matrices, and other control documentation.
Identify control gaps and process improvement opportunities, develop practical remediation plans, and drive issues through timely and sustainable resolution.
Provide periodic reporting to senior management, including the CAO and CFO, on SOX readiness, testing results, remediation status, emerging risks, and key decisions.
Lead and support initiatives across accounting, financial reporting, internal controls, governance, and SEC reporting capabilities.
Prepare and review technical accounting memoranda for complex and judgmental matters, including business combinations, asset acquisitions, revenue recognition, stock-based compensation, consolidation, capital raising activity and other transactions.
Research and assess new accounting standards and SEC developments, determine their impact, and coordinate implementation across relevant stakeholders.
Develop and maintain accounting policies that translate U.S. GAAP and SEC requirements into clear, scalable operating practices.
Support financial statement preparation and review, including U.S. GAAP and SEC disclosure requirements, as needed.
Mentor team members and strengthen technical accounting, controls, project management, and executive communication capabilities across the organization.
Qualifications
8+ years of progressive public accounting, internal controls, financial reporting, or technical accounting experience
Public accounting experience is required
CPA license is required
Demonstrated experience testing or evaluating internal controls at a public company, including both business process controls and ITGCs
Experience helping a company prepare for or complete its first year of Section 404(b) auditor attestation is strongly preferred
Strong knowledge of U.S. GAAP, SEC reporting requirements, PCAOB standards, and public-company internal control expectations
Able to research complex accounting matters, develop well-supported conclusions, and prepare clear technical accounting memoranda
Financial services, fintech, asset management, wealth management, or alternative investments experience is preferred
Proven ability to lead cross-functional programs, influence senior stakeholders, prioritize competing demands, and drive workstreams to completion
Excellent written and verbal communication skills, with the ability to translate technical matters into concise, decision-oriented recommendations
Highly organized and detail-oriented and able to connect detailed execution to broader business objectives
Benefits
The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
X: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: Greenwich, Connecticut, United States
About the Role
iCapital is looking to hire a Vice President to join the Corporate Reporting team within Corporate Finance. Reporting to the Senior Vice President, SEC Reporting, this individual will be a key leader across building out the firm’s SOX controls readiness program as well as focus on iCapital's technical accounting programs. This role combines hands-on experience with business process controls and IT general controls (ITGCs), public-company reporting and governance requirements, and complex U.S. GAAP technical accounting matters. This individual will partner closely with other members of the Corporate Finance, Corporate Development, Technology, Legal and Compliance, Human Resources and Benefits teams. This role also works with outsourced advisors for technical accounting and tax, external auditors, and other business leaders to build scalable, audit-ready processes and help prepare the organization to operate like a public company.
Responsibilities
Lead key workstreams within the firm-wide SOX program, including risk assessment, scoping, control design, documentation, testing coordination, deficiency evaluation, remediation, and executive reporting.
Provide subject matter expertise across both business process controls and ITGCs, including the evaluation of control dependencies, automated controls, system-generated reports, and key interfaces.
Help design and execute the organization’s path to SOX compliance, including readiness planning, external auditor coordination, evidence standards, testing strategy, and sustainable program governance.
Partner with process and control owners to develop and maintain process narratives, flowcharts, risk and control matrices, and other control documentation.
Identify control gaps and process improvement opportunities, develop practical remediation plans, and drive issues through timely and sustainable resolution.
Provide periodic reporting to senior management, including the CAO and CFO, on SOX readiness, testing results, remediation status, emerging risks, and key decisions.
Lead and support initiatives across accounting, financial reporting, internal controls, governance, and SEC reporting capabilities.
Prepare and review technical accounting memoranda for complex and judgmental matters, including business combinations, asset acquisitions, revenue recognition, stock-based compensation, consolidation, capital raising activity and other transactions.
Research and assess new accounting standards and SEC developments, determine their impact, and coordinate implementation across relevant stakeholders.
Develop and maintain accounting policies that translate U.S. GAAP and SEC requirements into clear, scalable operating practices.
Support financial statement preparation and review, including U.S. GAAP and SEC disclosure requirements, as needed.
Mentor team members and strengthen technical accounting, controls, project management, and executive communication capabilities across the organization.
Qualifications
8+ years of progressive public accounting, internal controls, financial reporting, or technical accounting experience
Public accounting experience is required
CPA license is required
Demonstrated experience testing or evaluating internal controls at a public company, including both business process controls and ITGCs
Experience helping a company prepare for or complete its first year of Section 404(b) auditor attestation is strongly preferred
Strong knowledge of U.S. GAAP, SEC reporting requirements, PCAOB standards, and public-company internal control expectations
Able to research complex accounting matters, develop well-supported conclusions, and prepare clear technical accounting memoranda
Financial services, fintech, asset management, wealth management, or alternative investments experience is preferred
Proven ability to lead cross-functional programs, influence senior stakeholders, prioritize competing demands, and drive workstreams to completion
Excellent written and verbal communication skills, with the ability to translate technical matters into concise, decision-oriented recommendations
Highly organized and detail-oriented and able to connect detailed execution to broader business objectives
Benefits
The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit
https://www.icapitalnetwork.com/about-us
X: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
| Awards Disclaimer:
https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Location: Europe or US
Workplace: Remote
About the Team The SysAdmin team owns ClickHouse Cloud's internal operations ecosystem: the web application, backend admin APIs, and CLI tooling used by SRE, Support, Billing, Sales Ops, and Engineering to inspect and operate on customer fleets. Our mission is to make high-stakes operational actions safe, audited, and frictionless.
What You Will Do
- Architect and scale the internal SysAdmin console, admin APIs, and Go-based CLI plugins used across the company.
- Enforce safety mechanisms on high-impact actions: fine-grained permissions, staff SSO enforcement, scoped service tokens, guardrails, and immutable audit logging.
- Build unified integrations across third-party platforms (Salesforce, Pylon, billing platforms, feature flags) to surface holistic customer state in one pane.
- Partner directly with internal stakeholders (Support, SREs, Sales Ops) to eliminate operational toil and streamline crisis response workflows.
What We Are Looking For
- Experience: 6+ years in full-stack software engineering, specifically building back-office tooling, admin consoles, or internal developer platforms.
- Core Stack: Strong TypeScript/Node.js and React for dense, data-heavy UIs. Experience or willingness to write Go for CLI tooling is a major plus.
- Safety & Auth Infrastructure: Deep understanding of internal authorization, staff access policies, rate-limiting, and audit trail design.
- Integration Expertise: Comfortable connecting external APIs, managing authentication contracts, handling rate limits, and ensuring data freshness.
Ideal Backgrounds: Internal tools, trust & safety, fintech ops platforms, or developer productivity teams at cloud platforms (e.g., Stripe Ops, Shopify, Atlassian, Datadog, Cloudflare).
PERKS
- Flexible work environment - ClickHouse is a globally distributed company and remote-friendly. We currently operate in over 25 countries.
- Healthcare - Employer contributions towards your healthcare.
- Equity in the company - Every new eligible team member who joins our company receives equity.
- Time off - Flexible time off in the US, generous entitlement in other countries.
- A USD$500 Home office setup if you’re a remote employee.
- Global Gatherings – We believe in the power of in-person connection and offer opportunities to engage with colleagues at company-wide offsites.
CULTURE - WE ALL SHAPE IT
As part of a rapidly scaling start-up, you will be instrumental in shaping our culture.
Are you interested in finding out more about our culture? Learn more about our values here https://clickhouse.com/company/careers. Check out our blog posts https://clickhouse.com/blog or follow us on LinkedIn https://www.linkedin.com/company/clickhouseinc/life/0c1ee7f4-2129-488d-b413-e7f6270659fd/?viewAsMember=true to find out more about what’s happening at ClickHouse.
EQUAL OPPORTUNITY & PRIVACY
ClickHouse provides equal employment opportunities to all employees and applicants and prohibits discrimination and harassment of any type based on factors such as race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Please see here https://clickhouse.com/legal/applicant-privacy-notice for our Privacy Statement.
Location: Remote (Canada)
Workplace: Remote
BUILD SOMETHING PEOPLE LOVE
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $169 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
The Role
This is a 0-to-1 role: part strategist, part builder, part entrepreneur, managing a small team. You'll design and launch the next generation of advice experiences, prove they work, and hand off proven playbooks to our sales and service teams to own and scale.
Your scope is the whole of Wealthsimple's advice business, not a single client segment. This role lives at the intersection of sales, service, product innovation, and commercial execution, and it exists to answer one question: what does a truly differentiated, human-centred advice experience look like at Wealthsimple, and how do we prove it works before we scale it?
Your Impact
Define what "5-star" client experiences look like in wealth management. Draw on deep knowledge of premium service (elite financial services) to design client experiences that are differentiated. You'll set the bar for what every advice client can expect from Wealthsimple, and you'll do it by building real things with real clients.
Incubate and personally run new advice services. Take a concept, like a new advice offering, an estate concierge, or a high-touch onboarding experience, and figure out how to deliver the MVP before it's ready to be scaled. The innovation is in designing a client experience that is truly differentiated and, through the use of technology & AI, highly scalable. When it works, you package it into a playbook and hand it to sales or service teams to run at scale. You own the incubation and inform the scaled delivery.
Build the advisor tooling that makes advice better and faster. Work hand-in-hand with product teams and advisors to take advisor tooling from manual to automated. You set the requirements, translate advisor reality into product specs, and work with other leaders to drive adoption.
Stay ahead of where the industry is going. You're plugged into the evolving advice and wealth landscape, the startups, the disruptors, and the best incumbents globally. You bring that intelligence back and help us sharpen hypotheses about what to build next, complemented by a close read of what our own clients value and where they feel under-served.
Prove commercial impact. Every pilot is measured against clear metrics, AUM growth, conversion, and client satisfaction. You design experiments that prove value before we commit to scaling, and you make backed recommendations on what to accelerate, refine, or sunset.
What You'll Do
- Work directly with and senior leadership to shape the future of Wealthsimple's advice offering
- Launch and personally run the first iterations of services that will eventually reach hundreds of thousands of clients
- Shape Wealthsimple's digital advice roadmap from the front line. Our advisors talk to clients every day, you turn what you hear into validated demand signals for product teams.
We're Looking for Someone Who
- Is energized by the messy, creative, manual work of building something from nothing, and doesn't need a large team or perfect infrastructure to get a pilot off the ground
- Has a genuine obsession with how the wealth and fintech landscape is evolving globally, with sharp instincts for real shift versus noise
- Brings deep knowledge of what premium service actually feels like from a client's perspective, and can translate it into a wealth management context
- Thinks commercially: you build experiences, but you always know the business case and how you'll prove it
- Is a natural leader who can bring stakeholders together around a shared vision
- Is tech-forward: comfortable with AI tools, low-code platforms, and lightweight scripting to build functional prototypes that test real concepts in market
- Is the person who notices the detail nobody asked for, and arrives with ideas about what would make a client tell their friends about us
What You'll Bring
- 5-7+ years in service design, strategy, innovation, or premium client experience (ideally with exposure to HNW or complex client segments)
- A proven track record of taking a service concept from idea to live pilot (true 0-to-1 experience)
- Demonstrated ability to use modern technology, AI tools, low-code/no-code, or lightweight scripting, to rapidly prototype and test
- Experience working alongside scaled operational teams and transitioning pilots into standardized processes, with a clear ability to hand off and let go
- Familiarity with the wealth management landscape: how different advice models work, what HNW clients value, and how firms grow AUM
- Comfort working in regulated environments and partnering with compliance teams
- Outstanding communication skills: you can influence executives, inspire advisors, and earn the trust of external partners
WHY WEALTHSIMPLE?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year*
✈️ 90 days away: work outside Canada for up to 90 days per year*
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
*Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles.
ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
Location: London
Workplace: OnSite
Company Description
We’re http://checkout.comCheckout.com http://Checkout.com. You might not know our name, but companies like eBay, Spotify, Klarna, Uber, and Sony do, because we’re behind many of the digital experiences you use every day.
We are where the world checks out, enabling over 10 billion transactions yearly for more than one billion global shoppers.
Whether you want to book a holiday, order food, renew a subscription, or check out online, there’s a good chance our tech powers the payments behind the scenes. Our platform helps the most ambitious businesses deliver effortless digital experiences, at scale.
If you want to do career-defining work, you’ve come to the right place. We move fast, think globally, and believe great teams are built by hiring exceptional people with conviction, curiosity, and the desire to make an impact.
With 20 offices across six continents and London as our HQ, we’re shaping the future of fintech – and we’re just getting started.
As an Operations Administrator at Checkout.com http://Checkout.com, you will be responsible for managing and optimising our operations platform. The ideal candidate will be responsible for the configuration, administration, and overall functionality of the platform to ensure efficient and effective operations across various business functions: care, onboarding, etc. This role requires technical expertise in configuring platforms, stakeholder management, and the ability to collaborate with various cross-functional teams to enhance our customer support capabilities.
Requirements:
- Configuration and administration, including creation and maintenance of user accounts, roles, permissions and workflows in an Operations Platform (i.e Zendesk, Fin, Freshdesk, or other platform which requires administrative configuration)
- Configure and manage system fields, workflows, routing, automation, etc
- Utilise AI tools such as Claude Code to drive efficient development and clean architecture of the platform’s configuration (our Platform’s setup will be declared and deployed with Configuration As Code)
- Monitor system performance and troubleshoot issues to ensure optimal performance
- Integrate the solution with other software and platforms (e.g. chat tools) to streamline operations
- Analyse data to identify trends, areas for improvement, and opportunities to enhance operational efficiency
- Develop and update training materials, documentations and user guides
- Collaborate with customer support, IT, and other departments to understand business needs and implement solutions
- Propose and implement process improvements to enhance the efficiency and effectiveness of the support team
- Ensure the Operations Platform is configured and used in compliance with company policies and industry regulations
Qualifications:
- Experience in a fast paced operations environment
- Strong analytical and problem-solving skills to troubleshoot issues and identify root causes
- Excellent verbal and written communication skills
- Strong organisational skills with the ability to manage multiple tasks and projects simultaneously
- Strong understanding of operation platform workflows and processes
- Preferred experience as an Operations Administrator or in a similar role
Additional Information
Bring all of you to work
We create the conditions for high performers to thrive, through real ownership, fewer blockers, and work that makes a difference from day one.
Here, you’ll move fast, take on meaningful challenges, and be recognized for the impact you deliver. It’s a place where ambition gets met with opportunity, and where your growth is in your hands.
We work as one team, and we back each other to succeed. So whatever your background or identity, if you’re ready to grow and make a difference, you’ll be right at home here.
It’s important we set you up for success and make our process as accessible as possible. So let us know in your application, or tell your recruiter directly, if you need anything to make your experience or working environment more comfortable.
Life at Checkout.com http://Checkout.com
We understand that work is just one part of your life. Our hybrid working model offers flexibility, with three days per week in the office to support collaboration and connection.
Curious about what it’s like to be part of our team? Visit our Careers Page https://www.checkout.com/careers to learn more about our culture, open roles, and what drives us.
For a closer look at daily life at Checkout.com http://Checkout.com, follow us on LinkedIn https://www.linkedin.com/company/checkout/life/ and Instagram https://www.instagram.com/checkout_com/
Location: Berlin
Workplace: Hybrid
At Upvest, we are on a mission to make investing as easy as spending money. Upvest empowers businesses to offer a wide range of investment products and the best experience in the field of capital market investment and retirement planning. Upvest’s Investment API is easy to integrate so that fintechs and financial institutions can save resources and fully focus on their core business.
We are proud to partner with Europe’s leading Fintechs and financial institutions such as DKB, Revolut, N26 and Raisin. Founded in 2017 by Martin Kassing, Upvest now brings together over 270 talented professionals from more than 70 nationalities. Upvest is backed by €280M in total funding from world-class investors, including BlackRock, Tencent, Sapphire Ventures, and Bessemer Venture Partners, Earlybird, Notion Capital, and Motive. Our latest €105M funding round in March 2026 - led by Sapphire and Tencent - serves as a massive catalyst for our growth, allowing us to offer premier investment experience.
About the role
We have an exciting opportunity within our Operations team for an intern who would be interested in learning our Payments and Reconciliations processes. It is a fast paced environment and you are guaranteed to learn a lot from our motivated team of experts who value innovation, excellence, and shared growth in a results-driven environment. In this role, you will support the team in ensuring seamless delivery of day-to-day BAU tasks.
What you’ll do:
- Timely processing and reconciliation of all inbound and outbound payments and treasury processes, ensuring accuracy and efficiency
- Monitoring customer payments and all related transactions to support smooth and reliable cash flows
- Preparing cash & securities reconciliation reports
- Investigating and resolving any discrepancies between internal cash records and external statements
- Proper monitoring of the operations bank accounts ensuring that balances are supported at all times.
- Providing support for customer queries, audit processes, and ensuring smooth communication with banking partners
What you bring:
- Bachelor’s degree in Business Administration, Finance, Economics, or a related field is preferred
- Strong investigative and analytical skills; ability to identify errors
- Fluent in English - both written and verbal. German is a strong advantage
- Exceptional ability to communicate and foster positive business relationships with both internal and external stakeholders
- Ability to work under pressure and meet deadlines
- Ability to handle high-pressure situations and meet deadlines
- Experience in data analysis and process automation using data visualization tools, SQL, Python, or similar is a plus
HOW WE UPVEST IN YOU:
- Impact-driven work: We’re building the infrastructure that will power the future of investing in Europe. It’s complex, ambitious, and meaningful. You’ll work with modern technologies and create something entirely new. No legacy systems, no limits.
- Team celebrations: Participate in company-wide events, such as UpFest, dinners, offsites and our Holiday party, to connect with colleagues and celebrate our achievements.
- Inclusion: We’re committed to a culture where everyone belongs and thrives. Our Employee Resources Groups foster inclusion and connection, like Upfem for our female Upvengers, or UpVergent supporting neurodivergent Upvengers and allies.
OUR VALUES:
- Make it easy for others. We simplify the complex and act with the best intentions.
- Own the outcome. We are proactive, fast and confident to get the job done, valuing progress over perfection.
- Rise to the challenge. We aim high and push the boundaries. We stay curious, learn and celebrate our wins together.
- Tell the story. We start with the Why to align on purpose. We are transparent and share knowledge to empower and inspire others.
Upvest is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Location: Singapore
Workplace: fully
Sumsub
is the first AI-powered trust infrastructure for compliance operations at scale. It connects identity and business verification, fraud prevention, transaction monitoring, and risk workflows, helping teams reduce manual work and enter new markets.
Trusted by over 4,000 clients across financial services, crypto, mobility, trading, marketplaces, education, and iGaming, including Bybit, Bitpanda, Wirex, Avis, Vodafone, Duolingo, and Kaizen Gaming.
Sumsub is recognized as a Great Place To Work® in the US and rated 4.5 out of 5 on Glassdoor. Our 1,000+ people around the world back it up, too: 92% are proud to be Sumsubers, and 90% say their work is interesting and challenging.
As a
Solutions Engineer (APAC)
at Sumsub, you will play a critical role in driving business growth by bridging the gap between technical capabilities and customer needs. You will work closely with the sales, product and operational teams to provide technical expertise, solution demonstrations, and architectural guidance to Sumsub's Tier-1 prospects and leads across the EMEA region.
What You Will Be Doing:
Solution Consulting:
Act as a trusted advisor to customers, understanding their technical and business requirements and positioning our solutions accordingly.
Product Demonstrations:
Prepare and conduct live and customized demonstrations of Sumsub’s all-in-one platform, showcasing its capabilities and value proposition.
Technical Discovery & Qualification:
Work closely with prospective clients to gather technical requirements, assess integration needs, and define solution architectures.
Account Expansion & Upselling:
Partner closely with CSMs and Account Managers to identify upsell and cross-sell opportunities within existing enterprise accounts, uncovering technical pain points and pitching new product modules (e.g., Transaction Monitoring, KYB, fraud workflows).
PoC Execution:
Lead PoCs and trials to validate Sumsub’s technology during both new business and existing account expansion cycles, working closely with client technical teams to ensure successful outcomes.
Sales & Account Support:
Partner with the sales and account management teams throughout deal cycles, providing technical expertise, responding to RFPs/RFIs, and addressing customer concerns in both written and verbal communication.
Integration Consulting:
Guide customers on best practices for integrating APIs and SDKs, ensuring a smooth and efficient deployment for initial setups as well as new feature rollouts.
Stakeholder Engagement:
Collaborate with internal teams (Product, Engineering, Legal, Compliance, Operations, and CS) to align solutions with evolving customer needs and market trends.
About You:
Ability to quickly master new technologies and articulate complex technical concepts into clear business value for both technical and commercial audiences.
Solid working knowledge of APIs, SDKs, and cloud-based SaaS architectures (hands-on coding background is a plus, but not required).
Outstanding verbal and written communication skills, with confidence presenting to cross-functional stakeholders (prior client-facing or presales experience is a strong advantage).
Sharp analytical, problem-solving, and troubleshooting mindset when dealing with integrations and customer requirements.
Genuine curiosity and interest in Fintech, RegTech, Fraud Prevention, and Compliance (domain exposure is a bonus, but not mandatory).
Full professional fluency in
English and Chinese
(written and spoken).
Flexibility and willingness to travel across the EMEA region for key customer meetings, workshops, and industry events.
What We Offer:
Remote-first, trust-based culture.
Work from the place that works best for you. No mandatory office days, no attendance trackers. In some locations, we provide offices or coworking spaces, but the choice is yours.
True flexibility.
We do not fix you to a 9-to-5 schedule. You can adjust your working hours when needed, as long as your day stays productive and in sync with the team.
Extra time off.
Your birthday is a holiday here. Add to that 10 personal days each year, seven sick days without paperwork, and extra time to enjoy Christmas and New Year. Time to rest is part of the deal.
Work that matters.
Our mission is to build a digital world that is secure, accessible and inclusive for everyone. From fighting fraud to making online services easier and safer to use, your work will have a real impact on how people experience trust online.
Compensation.
We offer fair and transparent pay, benchmarked to the market.
Truly global.
We work across continents and time zones, with teammates and customers from all over the world. You will run campaigns that cross borders, cultures, and languages, and see your ideas land worldwide.
Growth built in.
Clear goals, open feedback and personal development plans. We support your progress with learning opportunities and by covering role-specific events, from design conferences to marketing forums.
Celebrating your big moments.
We are proud to support you through life’s biggest journeys with dedicated financial bonuses for both marriage and welcoming a new baby to your family.
Team offsites.
Sometimes just Slack is not enough. That is why we meet in person a few times a year. Trips are fully covered, so you can meet, collaborate, and recharge together.
Getting you set up.
We make sure you have access to the tools and hardware you need to do your work well.
Friendly by design.
Our logo is a dog for a reason. We keep things human, open and kind. We welcome individuality, quirks and different perspectives, because that is what makes our work smarter and more fun.
The hiring stages:
TA screening -> Hiring Manager Interview -> Assignment -> Final Interview.
Sounds like a great opportunity for your career development? Then go ahead and apply!
We are a global community of innovators, creators, and thinkers, and we believe that diversity fuels our innovation. Sumsub is proud to be an equal opportunity employer, committed to building a diverse and inclusive workforce. We welcome applications from people of all backgrounds, cultures, genders, experiences, abilities and perspectives. Join us in shaping the future inclusively.
We believe in fair and transparent compensation. Salaries vary depending on work location and applicable local market conditions.
This role is open to candidates in multiple countries, and compensation differs based on the candidate’s confirmed work location. For this reason, a single universal salary range is not included in this job posting.
The applicable work location will be confirmed early in the recruitment process, and the relevant compensation information for that location will be shared in writing, in line with local requirements.
Location: London, United Kingdom
Workplace: fully
Sumsub
is the first AI-powered trust infrastructure for compliance operations at scale. It connects identity and business verification, fraud prevention, transaction monitoring, and risk workflows, helping teams reduce manual work and enter new markets.
Trusted by over 4,000 clients across financial services, crypto, mobility, trading, marketplaces, education, and iGaming, including Bybit, Bitpanda, Wirex, Avis, Vodafone, Duolingo, and Kaizen Gaming.
Sumsub is recognized as a Great Place To Work® in the US and rated 4.5 out of 5 on Glassdoor. Our 1,000+ people around the world back it up, too: 92% are proud to be Sumsubers, and 90% say their work is interesting and challenging.
As a
Solutions Engineer (EMEA)
at Sumsub, you will play a critical role in driving business growth by bridging the gap between technical capabilities and customer needs. You will work closely with the sales, product and operational teams to provide technical expertise, solution demonstrations, and architectural guidance to Sumsub's Tier-1 prospects and leads across the EMEA region.
What You Will Be Doing:
Solution Consulting:
Act as a trusted advisor to customers, understanding their technical and business requirements and positioning our solutions accordingly.
Product Demonstrations:
Prepare and conduct live and customized demonstrations of Sumsub’s all-in-one platform, showcasing its capabilities and value proposition.
Technical Discovery & Qualification:
Work closely with prospective clients to gather technical requirements, assess integration needs, and define solution architectures.
Account Expansion & Upselling:
Partner closely with CSMs and Account Managers to identify upsell and cross-sell opportunities within existing enterprise accounts, uncovering technical pain points and pitching new product modules (e.g., Transaction Monitoring, KYB, fraud workflows).
PoC Execution:
Lead PoCs and trials to validate Sumsub’s technology during both new business and existing account expansion cycles, working closely with client technical teams to ensure successful outcomes.
Sales & Account Support:
Partner with the sales and account management teams throughout deal cycles, providing technical expertise, responding to RFPs/RFIs, and addressing customer concerns in both written and verbal communication.
Integration Consulting:
Guide customers on best practices for integrating APIs and SDKs, ensuring a smooth and efficient deployment for initial setups as well as new feature rollouts.
Stakeholder Engagement:
Collaborate with internal teams (Product, Engineering, Legal, Compliance, Operations, and CS) to align solutions with evolving customer needs and market trends.
About you:
Ability to quickly master new technologies and articulate complex technical concepts into clear business value for both technical and commercial audiences.
Solid working knowledge of APIs, SDKs, and cloud-based SaaS architectures (hands-on coding background is a plus, but not required).
Outstanding verbal and written communication skills, with confidence presenting to cross-functional stakeholders (prior client-facing or presales experience is a strong advantage).
Sharp analytical, problem-solving, and troubleshooting mindset when dealing with integrations and customer requirements.
Genuine curiosity and interest in Fintech, RegTech, Fraud Prevention, and Compliance (domain exposure is a bonus, but not mandatory).
Full professional fluency in English (written and spoken).
Flexibility and willingness to travel across the EMEA region for key customer meetings, workshops, and industry events.
What We Offer:
Remote-first, trust-based culture.
Work from the place that works best for you. No mandatory office days, no attendance trackers. In some locations, we provide offices or coworking spaces, but the choice is yours.
True flexibility.
We do not fix you to a 9-to-5 schedule. You can adjust your working hours when needed, as long as your day stays productive and in sync with the team.
Extra time off.
Your birthday is a holiday here. Add to that 10 personal days each year, seven sick days without paperwork, and extra time to enjoy Christmas and New Year. Time to rest is part of the deal.
Work that matters.
Our mission is to build a digital world that is secure, accessible and inclusive for everyone. From fighting fraud to making online services easier and safer to use, your work will have a real impact on how people experience trust online.
Compensation.
We offer fair and transparent pay, benchmarked to the market.
Truly global.
We work across continents and time zones, with teammates and customers from all over the world. You will run campaigns that cross borders, cultures, and languages, and see your ideas land worldwide.
Growth built in.
Clear goals, open feedback and personal development plans. We support your progress with learning opportunities and by covering role-specific events, from design conferences to marketing forums.
Celebrating your big moments.
We are proud to support you through life’s biggest journeys with dedicated financial bonuses for both marriage and welcoming a new baby to your family.
Team offsites.
Sometimes just Slack is not enough. That is why we meet in person a few times a year. Trips are fully covered, so you can meet, collaborate, and recharge together.
Getting you set up.
We make sure you have access to the tools and hardware you need to do your work well.
Friendly by design.
Our logo is a dog for a reason. We keep things human, open and kind. We welcome individuality, quirks and different perspectives, because that is what makes our work smarter and more fun.
The hiring stages:
TA screening -> Hiring Manager Interview -> Assignment -> Final Interview.
Sounds like a great opportunity for your career development? Then go ahead and apply!
We are a global community of innovators, creators, and thinkers, and we believe that diversity fuels our innovation. Sumsub is proud to be an equal opportunity employer, committed to building a diverse and inclusive workforce. We welcome applications from people of all backgrounds, cultures, genders, experiences, abilities and perspectives. Join us in shaping the future inclusively.
We believe in fair and transparent compensation. Salaries vary depending on work location and applicable local market conditions.
This role is open to candidates in multiple countries, and compensation differs based on the candidate’s confirmed work location. For this reason, a single universal salary range is not included in this job posting.
The applicable work location will be confirmed early in the recruitment process, and the relevant compensation information for that location will be shared in writing, in line with local requirements.
Location: Worldwide
We are looking for an
FP&A Analyst
to own our monthly performance management cycle, from plan vs. actual analysis to the management report that goes to our leadership team and investors. This is more than putting numbers together: you will dig into what's happening in the business, figure out why, and help decide what management needs to see.
Challenges that await you:
Run the monthly plan vs. actual review
Dig into variances by product and geography and explain what's driving them
Prepare and publish the monthly management report for leadership and investors
Keep our P&L data and reporting tools in good shape and help improve them: new metrics, better structure, smoother updates
Collect inputs from different teams and make sure we have the full picture on time
Work closely with management, business and product teams, finance colleagues and other P&L analysts
Help with ad hoc analysis: business cases, investment decisions, payback calculations
Keep the monthly cycle running smoothly and on schedule
What makes you a great fit:
Experience in FP&A, financial or business analysis at a middle level
A degree in economics, mathematics, finance or a related field
A good understanding of how a bank P&L works: interest income, funding cost, cost of risk, opex
Strong Excel skills
SQL and Python at an analyst level
You use AI tools (Claude or similar) every day and know how to get the most out of them
Structured thinking and the ability to explain numbers clearly to people outside finance
B2 or higher English level for effective communication with an international team
Banking or fintech experience is a plus
Our ways of working:
Innovative Spirit:
A commitment to creativity and groundbreaking solutions
Honest Feedback:
valuing open, transparent communication
Supportive Team:
a strong, collaborative community
Celebrating Achievements:
recognizing our wins together
High-Tech Environment:
a team full of smart and revolutionary people who date to challenge the status quo of incumbent finances
Our benefits:
Relocation support
to Mexico with assistance for the employee and their family
Flexible work
from our office or remote
Healthcare
Coverage
Education Budget:
Language lessons, professional training and certifications
Wellness Budget:
Mental health and fitness activity reimbursements
Vacation policy:
Annual leave and paid sick leave as per applicable policies
Location: Austin, in-person
Director of Growth Marketing
Location:
Austin, TX — In Office
Department:
Marketing
Reports To:
CRO
About inKind
inKind is transforming the way restaurants access growth capital and build relationships with their guests. Sitting at the intersection of hospitality, fintech, consumer technology, and loyalty, our platform helps restaurant operators grow while giving consumers a better way to discover, experience, and engage with restaurants.
We're entering our next stage of growth, with significant opportunities to improve how we acquire, engage, retain, and monetize customers while building inKind into a recognized consumer brand.
We're looking for a Director of Marketing who is a builder and an operator — someone who can turn growth opportunities into working programs, launch new initiatives, optimize existing channels, and create repeatable systems that drive measurable results.
The Role
The Director of Marketing will lead the execution and optimization of inKind's marketing initiatives across consumer lifecycle, subscriptions, performance marketing, brand, and partner acquisition.
This is a hands-on leadership role for someone who combines strong marketing instincts with analytical thinking, technical fluency, and a bias toward action.
You'll work across Marketing, Product, Engineering, Data, Sales, and Operations to identify growth opportunities, build solutions, launch campaigns, measure performance, and continuously improve results.
We are not looking for someone who simply develops strategies, manages agencies, or oversees campaign calendars. We want someone who understands how modern marketing systems work, can get into the details of execution, and knows how to turn ideas into measurable business outcomes.
Three immediate priorities will define the role:
Transform lifecycle marketing:
Move inKind from calendar-driven, ad hoc campaigns to automated, behavior-based customer engagement that increases activation, frequency, retention, and lifetime value.
Launch and scale consumer subscriptions:
Build and execute the go-to-market, acquisition, onboarding, engagement, and retention programs needed to establish a successful subscription business.
Integrate brand into B2B performance marketing:
Evolve inKind's transaction-focused restaurant acquisition channels by incorporating stronger brand storytelling, differentiated positioning, and creative that builds trust while improving commercial performance.
Beyond these priorities, you'll continuously identify opportunities to improve marketing efficiency, customer experience, and growth.
What You'll Own
Build an Automated Lifecycle Marketing Engine
Lead the transition from one-off, calendar-driven campaigns to a scalable, automated lifecycle marketing operation.
Audit existing customer communications, journeys, segmentation, and engagement performance to identify gaps and opportunities.
Build and execute automated customer journeys across onboarding, activation, engagement, repeat usage, retention, and reactivation.
Use behavioral data, transaction history, customer preferences, and predictive signals to trigger relevant, personalized communications.
Work directly with Braze, Snowflake, and internal teams to improve audience segmentation, orchestration, and campaign automation.
Develop testing frameworks across messaging, creative, timing, offers, and channels.
Identify opportunities to leverage AI and automated agents to improve personalization, campaign execution, reporting, and optimization.
Establish clear performance dashboards and continuously improve conversion, engagement, purchase frequency, and customer lifetime value.
The outcome:
A lifecycle marketing engine that consistently drives customer behavior and revenue without relying on constant manual campaign creation.
Lead the Launch and Growth of Consumer Subscriptions
Own the marketing execution behind the introduction and scaling of inKind's consumer subscription offering.
Partner with Product, Finance, Data, and Engineering to develop and execute the subscription go-to-market plan.
Translate the subscription value proposition into clear positioning, messaging, creative, and customer-facing experiences.
Build the acquisition strategy across existing users, paid channels, referrals, restaurant partnerships, and owned media.
Develop conversion journeys that move existing inKind customers into paid subscriptions.
Execute subscription onboarding, activation, engagement, renewal, and retention programs.
Test pricing presentation, promotional offers, trial structures, messaging, and conversion flows in partnership with Product.
Develop targeted campaigns for different customer segments based on behavior, frequency, and potential subscription value.
Monitor subscriber acquisition cost, conversion, activation, churn, retention, and subscription lifetime value.
Identify opportunities to reduce churn and increase subscriber engagement through automated lifecycle programs.
The outcome:
A successfully launched subscription offering with a repeatable, measurable acquisition and retention engine.
Bring Brand Storytelling Into B2B Performance Marketing
Evolve inKind's existing restaurant acquisition marketing from primarily transaction-focused messaging into a more differentiated, brand-led growth channel.
Evaluate current B2B paid acquisition campaigns, messaging, creative, audiences, and funnel performance.
Develop compelling stories that communicate why restaurants partner with inKind, beyond the immediate financial transaction.
Build campaigns that highlight restaurant success stories, operator experiences, hospitality expertise, and the broader value of the inKind platform.
Work with Sales and Business Development to understand restaurant decision-making, objections, and buying motivations.
Introduce brand-led creative and messaging into existing paid channels without sacrificing lead generation performance.
Develop and execute structured tests comparing transactional, educational, and brand-led messaging.
Build content and creative that can be reused across paid acquisition, landing pages, email, sales enablement, and partner communications.
Improve conversion through stronger positioning, creative testing, audience targeting, and landing-page optimization.
Measure the impact of brand-led marketing on lead quality, acquisition efficiency, conversion, and partner engagement.
The outcome:
A more differentiated and effective B2B acquisition engine that strengthens inKind's brand while continuing to deliver measurable commercial results.
Drive Consumer Growth and Marketing Performance
Own the continuous improvement of inKind's consumer acquisition and engagement programs.
Identify opportunities to improve acquisition, activation, engagement, and retention across the customer journey.
Build and optimize campaigns across paid, organic, referral, partnership, and owned channels.
Analyze customer behavior, funnel performance, and cohort data to identify growth opportunities.
Develop and execute experiments across audiences, offers, creative, messaging, and conversion experiences.
Work with Product to improve customer journeys and reduce friction in the app and purchase experience.
Identify opportunities to use inKind's restaurant network as an acquisition and engagement channel.
Allocate marketing resources toward initiatives demonstrating the strongest incremental impact.
Maintain clear accountability for customer acquisition cost, conversion, frequency, retention, and lifetime value.
Build Scalable Marketing Systems and Automation
Help modernize how Marketing operates by reducing manual processes and improving the speed and effectiveness of execution.
Identify repetitive marketing activities that can be automated or simplified.
Leverage Braze, Snowflake, AI tools, and other technologies to improve campaign execution and decision-making.
Partner with Engineering and Data to improve the availability and use of customer data.
Develop reusable campaign frameworks, audience segments, reporting dashboards, and experimentation processes.
Introduce AI-driven workflows where they can meaningfully improve productivity, personalization, or performance.
Create processes that allow the marketing function to execute more effectively as the business scales.
Lead Marketing Execution and Cross-Functional Delivery
Take ownership of delivering marketing initiatives from initial concept through execution and optimization.
Translate business priorities into clear marketing initiatives with defined owners, timelines, deliverables, and success metrics.
Lead and develop marketing team members while remaining directly involved in execution.
Work closely with Product, Engineering, Data, Sales, and Operations to remove blockers and deliver results.
Manage agencies, creative resources, vendors, and marketing technology partners where appropriate.
Establish clear operating rhythms for campaign planning, execution, experimentation, and performance reviews.
Maintain visibility into what is working, what is not, and where the team should focus next.
Balance longer-term marketing improvements with immediate commercial priorities.
Qualifications
7+ years of marketing experience, including experience owning and executing growth initiatives.
Experience within a high-growth consumer technology, marketplace, fintech, hospitality, loyalty, subscription, or e-commerce business.
Demonstrated success building and optimizing automated lifecycle marketing programs.
Strong experience with CRM and marketing automation platforms, ideally Braze or similar.
Experience launching or scaling consumer products, subscription offerings, membership programs, or recurring-revenue initiatives.
Strong understanding of paid acquisition, conversion optimization, customer segmentation, retention, and LTV.
Ability to use data and analytics tools to evaluate customer behavior and marketing performance.
Experience working closely with Product, Engineering, and Data teams to implement marketing initiatives.
Demonstrated ability to develop and test brand-led creative within performance marketing channels.
Experience leading cross-functional projects and managing marketing resources.
Strong communication, prioritization, and project execution skills.
Familiarity with SQL, Snowflake, AI-powered marketing workflows, or other technical marketing capabilities is a plus.
Why inKind
inKind is at an exciting stage of growth, with an established restaurant network, millions of consumers, and significant opportunities to expand how customers interact with our platform.
This role offers the opportunity to take direct ownership of initiatives that will shape the next stage of the business — from building an automated lifecycle marketing engine to launching a consumer subscription product and evolving how we communicate our value to restaurant partners.
We're looking for someone who wants to build, execute, and see the measurable impact of their work.
If you're energized by turning complex marketing challenges into working solutions, moving quickly, and building growth programs that scale, we'd love to hear from you.
Who we are:
inKind connects passionate diners with exceptional restaurants across the country. inKind partners with thousands of restaurants and has millions of users who want to discover great places, dine confidently, and earn meaningful rewards.
Through the inKind app, guests earn 20% back every time they dine, turning everyday meals into something more rewarding. From celebrated restaurant groups like José Andres and Michael Mina to beloved neighborhood favorites, inKind helps diners explore the best restaurants in town while supporting the restaurants and chefs who shape how their cities eat.
Rooted in hospitality and built on a win-win philosophy, inKind exists to help great restaurants thrive while inspiring guests to dine out more often. Every meal creates value on both sides of the table, empowering diners to savor more while strengthening the restaurant community.
inKind is an Equal Opportunity Employer. We believe that diversity is vital to inKind's ability to provide our clients with the best recommendations and are committed to fostering a varied and inclusive work environment. Your race, color, ancestry, religion, gender, gender identity, national origin, sexual orientation, age, marital status, disability status, veteran status, or any other protected category have no bearing on our hiring decisions.
By submitting this application, you acknowledge that inKind Cards, Inc. may share the information you provide with trusted third-party service providers, including fraud detection and application processing partners, to evaluate your application and ensure the integrity of our hiring process. Your information will be handled in accordance with our
Privacy Policy
. For California residents and others with applicable rights, please review our privacy notice for information about your rights regarding your personal data.
Location: Sofia City, Bulgaria; Limassol, Cyprus
Workplace: hybrid
We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing talented team.
The Group Transaction Monitoring (TM) L3 Analyst plays a critical role in the detection, investigation, and reporting of financial crime across Capital.com's global entity footprint. The role sits within the Alert Operations pillar of the Group TM function, reporting to the Group Head of Transaction Monitoring, and handles the most complex end-to-end investigations from escalated alert review through to SAR/SMR/STR preparation, entity MLRO liaison, and cross-jurisdictional pattern analysis.
Candidates must demonstrate hands-on experience conducting complex TM investigations, drafting SARs/SMRs/STRs to a regulatory standard, and making independent disposition decisions on high-risk cases within a regulated financial services environment.
The L3 Analyst operates with a high degree of autonomy. Where genuine suspicion is formed, the referral pack is submitted directly to the entity MLRO and is not subject to management approval. The Head of TM or Deputy may conduct a quality review before submission; any disagreement with the analyst's assessment is documented and both views are submitted to the MLRO together.
Responsibilities
Conduct complex investigations on escalated alerts: full transaction history review, source of funds and wealth analysis, beneficial ownership checks, open-source intelligence gathering, and cross-entity pattern analysis
Prepare high-quality SAR/STR narratives and supporting evidence packs to a standard suitable for entity MLRO review and regulatory filing, in accordance with regulatory timeframes and internal quality standards
Make independent disposition decisions on the most complex alerts, documenting rationale to an auditable standard — for the highest-risk alert categories, dispositions are subject to QC sampling and senior review
Perform background checks and contextual research on counterparties and entities linked to alerts using public and subscription databases
Maintain clear audit trails ensuring all investigative steps, conclusions, and rationale are accurately captured in the case management system
Liaise with entity MLROs on SAR filings, responding to queries and providing supplementary evidence where required
Liaise with external counsel and regulators where required, under the direction of the Head of TM
Mentor L1 and L2 analysts on investigation techniques and complex typology recognition
Support thematic reviews of specific client segments, typologies, or products as directed by the Head of TM or QA and Governance
Proactively identify process improvements and suggest control enhancements to strengthen detection and reporting capability
Requirements
Minimum four years in financial crime investigation, transaction monitoring, or AML/CTF compliance, with at least two years conducting complex investigations and drafting SARs/SMRs/STRs
Experience working in or with CFD brokers, forex brokers, investment firms, or fintech platforms offering leveraged trading products
Demonstrated exposure to end-to-end TM investigation, alert disposition, and SAR/STR preparation within a regulated financial services environm
Strong analytical and investigative mindset with the ability to interpret complex transactional datasets across multiple accounts and entities
Excellent drafting and case-writing skills — SAR narratives must be clear, factual, well-structured, and defensible
Sound understanding of AML/CTF regulations, ML/TF typologies, and red-flag indicators relevant to online trading platforms, including deposit-withdrawal cycling, structuring, trade-based laundering, deliberate loss, and geographic and identity anomalies
Independent decision-making on complex cases with the ability to distinguish genuine suspicious activity from unusual but explainable client behaviour
High attention to detail, organisation, and accountability in documentation
Risk-based mindset — this role produces the team's most consequential written output and is not a process-following exercise
Desirable: ICA Certificate or Diploma in AML or Financial Crime, CAMS, or equivalent
What you will get in return:
• Competitive Salary: We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated.
• Work-Life Harmony: Join a company that genuinely cares about you - because your life outside of work matters just as much as your time on the clock. #LI-Hybrid
• Generous Time Off: Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry.
• Employee Referral Program: Love working here? Share the love! Bring your talented friends on board and get rewarded for growing our awesome team.
• Comprehensive Health & Pension Benefits: From medical insurance to pension plans, we’ve got your back. Plus, location-specific benefits and perks!
• Workation Wonderland: Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits!
• Volunteer Days: Make a difference! Take two additional paid days each year to support causes you care about and give back to the community.
Be a key player at the forefront of the digital assets movement, propelling your career to new heights! Join a dynamic and rapidly expanding company that values and rewards talent, initiative, and creativity. Work alongside one of the most brilliant teams in the industry.
Applicable for Poland: Our company has an Internal Reporting Procedure. It is available from the Human Resources Department upon request hr@capital.com. You may report a violation referred to in the Procedure under the terms specified therein.
Location: Limassol, Cyprus; Sofia City, Bulgaria
Workplace: hybrid
We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing talented team.
The Group Transaction Monitoring Analyst plays a critical role in the detection, investigation, and reporting of financial crime across Capital.com's global entity footprint. The role sits within the Alert Operations pillar of the Group TM function, reporting to the Group Head of Transaction Monitoring, and handles the most complex end-to-end investigations from escalated alert review through to SAR/STR preparation, entity MLRO liaison, and cross-jurisdictional pattern analysis.
Candidates must demonstrate hands-on experience conducting complex TM investigations, drafting SARs/SMRs/STRs to a regulatory standard, and making independent disposition decisions on high-risk cases within a regulated financial services environment.
The L3 Analyst operates with a high degree of autonomy. Where genuine suspicion is formed, the referral pack is submitted directly to the entity MLRO and is not subject to management approval. The Head of TM or Deputy may conduct a quality review before submission; any disagreement with the analyst's assessment is documented and both views are submitted to the MLRO together.
Responsibilities
Conduct complex investigations on escalated alerts: full transaction history review, source of funds and wealth analysis, beneficial ownership checks, open-source intelligence gathering, and cross-entity pattern analysis
Prepare high-quality SAR/STR narratives and supporting evidence packs to a standard suitable for entity MLRO review and regulatory filing, in accordance with regulatory timeframes and internal quality standards
Make independent disposition decisions on the most complex alerts, documenting rationale to an auditable standard — for the highest-risk alert categories, dispositions are subject to QC sampling and senior review
Perform background checks and contextual research on counterparties and entities linked to alerts using public and subscription databases
Maintain clear audit trails ensuring all investigative steps, conclusions, and rationale are accurately captured in the case management system
Liaise with entity MLROs on SAR filings, responding to queries and providing supplementary evidence where required
Liaise with external counsel and regulators where required, under the direction of the Head of TM
Mentor L1 and L2 analysts on investigation techniques and complex typology recognition
Support thematic reviews of specific client segments, typologies, or products as directed by the Head of TM or QA and Governance
Proactively identify process improvements and suggest control enhancements to strengthen detection and reporting capability
Requirments
Minimum four years in financial crime investigation, transaction monitoring, or AML/CTF compliance, with at least two years conducting complex investigations and drafting SARs/SMRs/STRs
Experience working in or with CFD brokers, forex brokers, investment firms, or fintech platforms offering leveraged trading products
Demonstrated exposure to end-to-end TM investigation, alert disposition, and SAR/STR preparation within a regulated financial services environment
Bachelor's degree in Finance, Economics, Law, Business, or a related field
Strong analytical and investigative mindset with the ability to interpret complex transactional datasets across multiple accounts and entities
Excellent drafting and case-writing skills — SAR narratives must be clear, factual, well-structured, and defensible
Sound understanding of AML/CTF regulations, ML/TF typologies, and red-flag indicators relevant to online trading platforms, including deposit-withdrawal cycling, structuring, trade-based laundering, deliberate loss, and geographic and identity anomalies
Independent decision-making on complex cases with the ability to distinguish genuine suspicious activity from unusual but explainable client behaviour
High attention to detail, organisation, and accountability in documentation
Risk-based mindset — this role produces the team's most consequential written output and is not a process-following exercise
Desirable: ICA Certificate or Diploma in AML or Financial Crime, CAMS, or equivalent
What you will get in return:
• Competitive Salary: We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated.
• Work-Life Harmony: Join a company that genuinely cares about you - because your life outside of work matters just as much as your time on the clock. #LI-Hybrid
• Generous Time Off: Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry.
• Employee Referral Program: Love working here? Share the love! Bring your talented friends on board and get rewarded for growing our awesome team.
• Comprehensive Health & Pension Benefits: From medical insurance to pension plans, we’ve got your back. Plus, location-specific benefits and perks!
• Workation Wonderland: Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits!
• Volunteer Days: Make a difference! Take two additional paid days each year to support causes you care about and give back to the community.
Be a key player at the forefront of the digital assets movement, propelling your career to new heights! Join a dynamic and rapidly expanding company that values and rewards talent, initiative, and creativity. Work alongside one of the most brilliant teams in the industry.
Applicable for Poland: Our company has an Internal Reporting Procedure. It is available from the Human Resources Department upon request hr@capital.com. You may report a violation referred to in the Procedure under the terms specified therein.
Location: Intellias
Meet your recruiter
Dariia Ulianova
dariia.ulianova@intellias.com
https://www.linkedin.com...
Vacancy details
Management
Sales Manager
Director
United Kingdom
Remote
APPLY NOW
REFER A FRIEND
Intellias is a global digital engineering partner helping industry leaders accelerate innovation and transformation through technology. We operate across Mobility, Financial Services & Insurance, Retail & CPG, Healthcare & Life Sciences and High-tech, and are moving toward an industry-led, AI-enabled growth model with a strong focus on enterprise positioning.
What project we have for you
For more than 20 years, we’ve helped customers adopt innovation at scale and contributed to the success of the world’s leading brands.
In financial services, we work with capital markets firms, banks, insurers and fintechs, including Swissquote, 360T and CRX Markets. We build trading and market data platforms, payment and core banking systems and insurance platforms, backed by data and AI specialists who take AI from pilot to production. We hold the AWS Financial Services Consulting, Data Services and AI Services Competencies, are an OpenAI Select Partner, and are featured in Inc 5000 Europe and IAOP Global Outsourcing 100.
With financial services commercial teams in the UK and US and professionals across 15 countries, we serve clients in Europe, North America, the Middle East and Japan.
To continue our exponential growth, Intellias seeks to hire a Client Executive Director, Financial Services to join our global team and become part of the company’s success in the UK.
What you will do
8+ years of enterprise B2B sales experience within digital engineering, technology consulting, or transformation services, including at least 4 years selling to financial services clients in the UK or Europe
Proven success opening and closing net-new enterprise accounts in financial services, ideally in capital markets.
Established network of financial services decision-makers across technology and business leadership functions in the UK.
Demonstrated experience leading consultative sales engagements for complex multi-year technology programmes.
Proven track record of expanding large enterprise accounts: growing existing financial services clients through cross-sell, upsell, and multi-year expansion.
Strong hunter mentality combined with farming discipline: the ability to both acquire new logos and grow strategic accounts.
Experience selling digital engineering, platform modernisation, managed services, outcome-based models, cloud, Data & AI and agentic AI, or technology consulting services.
Ability to position Data & AI outcomes, from taking AI to production to modernising core systems, with financial services executives.
Skilled at navigating complex enterprise buying cycles and positioning value-driven transformation solutions.
Experience collaborating with solution, delivery, and partner ecosystem teams to structure and close complex enterprise engagements.
Entrepreneurial, self-driven, and effective operating as a senior individual contributor.
What you need for this
Own end-to-end enterprise sales cycles across financial services accounts in the UK, including territory planning, pipeline generation, qualification, solution shaping, negotiation, and closure. Capital markets is the first priority (trading, market data and compliance platforms), followed by insurance, banking and payments, and fintech.
Drive net-new logo acquisition across financial services, targeting multi-year enterprise transformation programes.
Own and grow a portfolio of existing financial services clients, with account plans, renewals, and cross-sell and upsell opportunities that expand scope and strengthen long-term partnerships.
Build and maintain a strong and consistent pipeline through direct prospecting, executive networking, ecosystem engagement, and partner channels.
Develop and maintain senior-level relationships across financial services organisations, engaging CIOs, CTOs, CDOs, COOs, and other executive stakeholders, ensuring high client satisfaction and retention.
Develop and execute account growth strategies for strategic clients, working closely with delivery leaders to keep service strong and open the next opportunity.
Leverage ecosystem partnerships with hyperscalers such as AWS, data platform vendors, and consulting partner firms to originate and accelerate opportunities.
Collaborate with the presales and delivery teams to shape tailored value propositions within our service portfolio.
Act as a trusted advisor to clients, translating complex business challenges into structured, value-driven transformation opportunities.
Navigate complex enterprise buying cycles, including procurement, legal, security, and multi-stakeholder decision processes.
Maintain disciplined pipeline management, forecasting accuracy, and opportunity qualification rigor.
Ensure strong execution discipline across the full sales cycle with accountability for revenue outcomes.
What it’s like to work at Intellias
At Intellias, where technology takes center stage, people always come before processes. By creating a comfortable atmosphere in our team, we empower individuals to unlock their true potential and achieve extraordinary results. That’s why we offer a range of benefits that support your well-being and charge your professional growth.
We are committed to fostering equity, diversity, and inclusion as an equal opportunity employer. All applicants will be considered for employment without discrimination based on race, color, religion, age, gender, nationality, disability, sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.
We welcome and celebrate the uniqueness of every individual. Join Intellias for a career where your perspectives and contributions are vital to our shared success.
Location: United States
Workplace: Remote
BUILDING THE FUTURE OF OPEN FINANCE
Payward - the parent company behind Kraken, NinjaTrader, Breakout, xStocks, Payward Services and CF Benchmarks - has spent the last 15 years building one of the most modern and globally accessible financial infrastructure platforms in the industry, built to advance an open, global financial system.
THE TEAM
Founded in 2011, Kraken is one of the world's longest-standing crypto platforms, trusted by over 10 million individuals and institutions across the globe. It offers spot trading, margin, futures, staking, and OTC services, with products built for both individual investors and institutional clients.
Kraken Securities is the U.S. Broker Dealer entity of Kraken. The Senior Compliance Associate will support the existing CCO to ensure the Broker Dealer stays in compliance with all applicable FINRA, SEC and state regulations.
THE OPPORTUNITY
- Assist in the execution of the Broker Dealer compliance and risk assessment programs. Compliance, testing, monitoring, surveillance and adherence to all other relevant and applicable laws and regulations.
- Overseeing, addressing and remediating daily flags in KYC, CIP, Suitability, PEP, Sanctions while assisting in identifying policy and procedural enhancements and maintaining awareness of company goals, regulatory developments and industry trends while testing the effectiveness of controls.
- Oversee and update the written supervisory procedures, surveillance program, testing programs, and the employee education programs including reviewing and addressing concerns from compliance testing results.
- Monitor and challenge the reporting, escalation, and timely remediation of issues, deficiencies, or regulatory matters regarding compliance risk management. Complaint handling and monthly, quarterly and other ongoing reporting/ handling.
- Prepare and coordinate with department leadership in creating the Annual CEO Certification report as specified in FINRA Rule 3130 as well other annual requirements.
- Assists with assessment of external regulatory activity and changes in laws and regulations impacting Marketing.
- Oversee the review of all marketing and sales material and communications (including social content). Administer and manage the compliance reviews of the electronic communications surveillance process to ensure the vendor platform is being used in an effective and efficient way as needed. Further ensuring all required written communications are being retained, from all sources used by the firm.
- Support HR and other business departments by onboarding new hires and ensuring that questionnaires and attestations are obtained in a reasonable time frame. Performing required functions such as U-4, fingerprinting, disclosures, OBAs, PAD, onboarding training, etc.
- Support compliance program enhancements in response to evolving regulatory requirements and business changes. Participating in firm responses to regulatory examinations, audits and inquiries.
WHAT YOU BRING
- Series 7 and 24 qualifications and the ability to obtain others quickly.
- Minimum of 5 years proven experience in a retail fintech Broker Dealer compliance department and working with regulators.
- Comprehensive understanding of applicable laws, regulations and requirements, including industry practices.
- Previous experience implementing a Broker Dealer compliance program.
- Ability to think intuitively and strategically.
- Problem solver and quick thinker.
- Ability to negotiate and collaborate with others, adapt to change, make difficult decisions, and accept challenging assignments.
- Ability to work independently and manage multiple complex projects simultaneously.
Unless a specific application deadline is stated in the job posting, applications are accepted on an ongoing basis.
Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution.
We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
OUR COMMITMENT
Payward is powered by people from around the world and we celebrate the diverse talents, backgrounds, contributions, and unique perspectives that everyone brings to the table. We hire based on merit, seeking out people with the right abilities, knowledge, and skills for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgeable about crypto.
We may ask candidates to complete job-related skills or work-style assessments as part of our hiring process. These assessments evaluate competencies relevant to the role and are applied consistently across candidates for similar positions. Results are considered alongside experience and interviews, and are not the sole basis for any employment decision.
As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind, whether based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status, or any other protected characteristic as outlined by federal, state, or local laws.
Stay connected
Follow us on X https://twitter.com/krakenfx
Learn on the Kraken Blog https://blog.kraken.com/#:~:text=Enter%20your%20email%20address
Connect on LinkedIn https://www.linkedin.com/company/kraken-exchange/
Candidate Privacy Notice https://www.kraken.com/legal/candidate-privacy-notice
Location: Remote Canada
At Affirm, we exist for the moments that matter—giving people a clear, predictable way to pay over time, with no hidden fees, no surprises, and no tradeoffs on what matters most.
About Ops Enablement
The Operations Enablement team builds the capabilities required to deliver fast, accurate, and high-quality servicing experiences for Affirm’s customers and merchants—while identifying opportunities to eliminate the need for them to contact us in the first place. We partner across Operations, Product, Engineering, Vendor Management, Legal, and Compliance to ensure every agent is trained, equipped, and able to deliver measurable results from day one.
Operating across the full servicing lifecycle, we translate new products, policies, and business requirements into scalable operational capabilities. Our work includes designing training and operational readiness strategies, standing up new servicing experiences, defining and measuring interaction quality, and ensuring agents can quickly access the information they need to resolve issues correctly.
We use performance insights, customer contact drivers, quality trends, and agent feedback to identify capability gaps and their root causes. We then build the learning programs, quality frameworks, knowledge systems, processes, and tools needed to close those gaps—while helping our Product and Engineering partners address friction upstream rather than requiring agents to absorb it downstream. By owning the full journey—from operationalizing new products and policies to improving existing workflows—Operations Enablement turns complex change into consistent, compliant, and high-quality servicing at scale.
One Role, Multiple Teams
We are hiring multiple Manager roles across Affirm's Ops Enablement organization through this single job posting. Rather than interviewing for one specific team, candidates will go through a shared interview process designed to assess the core skills we look for across Ops Enablement.
If selected, we will work with you to determine the best team match based on your interests, experience, strengths, and current business needs. You will have the opportunity to learn more about our teams and share your preferences as you move through the process.
Potential team placements include:
Customer Enablement: Owning and improving specific customer servicing experiences across multiple product offerings
Horizontal Enablement: Owning programs that touch multiple customer servicing experiences for specific product offerings
About the Role
As an Operations Enablement leader you will help to deliver scalable, compliant, and high-quality servicing experiences across our Operations organization. In this role, you will define and execute strategies that enable our servicing operations to grow efficiently while maintaining exceptional customer and merchant outcomes.
You will set the vision for operational readiness, ensuring that people, processes, and enablement systems evolve in lockstep with Affirm’s servicing strategy. As a senior member of the Operations Enablement team, you will own a portfolio of cross-functional initiatives aligned to strategic priorities—driving delivery across timelines, dependencies, and measurable business outcomes. You will define and execute servicing strategies by developing clear program roadmaps and execution plans and be responsible for planning, coordination, documentation, change management and measurement across assigned initiatives to ensure operational readiness and measurable outcomes
This role works closely with partners across Product, Engineering, Operations, Compliance, and external vendors to align priorities and ensure readiness for key business and regulatory changes. Serving as a connector between servicing strategy and day-to-day execution, you will translate strategy into scalable operational capabilities. We are looking for a hands-on, data-driven leader who thrives in complex, regulated environments and is passionate about building durable, high-quality servicing experiences at scale.
What You’ll Do
Own Program Performance:
Lead complex cross-functional programs and initiatives, ensuring alignment with servicing strategy, OKRs, and long-term business priorities.
Define Program Roadmaps:
Develop clear program roadmaps and execution plans, tracking progress against KPIs, timelines, budgets, dependencies, and risks.
Partner for Impact:
Collaborate closely with senior leaders and cross-functional partners across Product, Engineering, and Operations to align priorities and deliver measurable business outcomes.
Drive Stakeholder Engagement:
Establish strong stakeholder engagement and governance practices, delivering clear, polished, and executive-ready communications on program status, outcomes, risks, and impact.
Manage Risk & Issue Resolution:
Proactively identify risks, issues, and dependencies; propose data-backed solutions; and drive resolution in partnership with stakeholders.
Lead Operational Excellence:
Apply Lean Six Sigma methodologies to identify root causes, implement scalable improvements, and continuously raise the bar for quality, efficiency, and compliance.
Own Change End-to-End:
Manage the full lifecycle of process and product changes—from design and implementation through change management, adoption, and measurement—ensuring meaningful impact for customers and the business.
Build Technical Resources:
Collaborate with product and engineering teams to translate technical concepts into clear manuals and resources for both human and AI agents.
Elevate Knowledge Management
: Architect and evolve our knowledge ecosystem (SOPs, job aids, learning platforms, AI-enabled knowledge tools), ensuring resources are accurate, engaging, and accessible at scale.
Translate Technical Concepts:
Apply technical depth to plan, design, and create complex operational, instructional, and procedural content, translating technical concepts into clear resources for both human and AI agents.
Own Learning & Training Strategy
: Oversee end-to-end design and delivery of training programs (onboarding, continuous learning, new product rollouts), ensuring effectiveness through measurement and feedback loops.
Collaborate on Experience Improvements:
Partner with Product and Engineering teams to deepen understanding of the current customer and agent experience and identify opportunities for workflow and experience optimization.
Expand Program Scope:
Take on additional program and project management responsibilities as needed, developing working knowledge across adjacent domains to support evolving business needs.
What We Look For
7+ years of experience in program management or product operations, preferably within large-scale or global operations.
3+ years of experience at a fintech or financial institution, including 3+ years in a role that involves scaling operations and providing ongoing coaching and feedback to team members.
Subject matter expert on financial regulations such as UCC, Reg E, Reg Z, Card Act, GLBA, UDAAP, GDPR, among others. Have a deep understanding of dispute management rules, response codes, and recommended response data.
Certification in Six Sigma, Project Management or Design Thinking
Experience implementing and scaling knowledge management and training (Salesforce, Confluence, LMS platforms, or AI-driven knowledge tools).
Demonstrated success leading large-scale, cross-functional initiatives with strong execution, stakeholder alignment, and measurable outcomes.
Strong skills in strategic planning, issue/risk management and cross-functional execution.
Excellent written and verbal communication with the ability to deliver polished, executive-ready updates and influence stakeholders.
Proficiency in process mapping and workflow analysis
Proven experience designing business processes that drive a positive end user experience, reduce business risk and increase overall workflow efficiency.
Experience building workflows within a regulatory environment.
Willingness to travel as needed to support team collaboration, operational priorities, and vendor or partner engagements.
Base Pay Grade - L
Equity Grade - 5
Employees new to Affirm typically come in at the start of the pay range. Affirm focuses on providing a simple and transparent pay structure which is based on a variety of factors, including location, experience and job-related skills. [IF APPLICABLE] For sales roles, the range provided is the role’s On Target Earnings ("OTE") range, which includes the annual base pay and the sales incentive target.
Base pay is part of a total compensation package that may include monthly stipends for health, wellness and tech spending, and benefits (including 100% subsidized medical coverage, dental and vision for you and your dependents). In addition, the employees may be eligible for equity rewards offered by Affirm Holdings, Inc. (parent company).
CAN base pay range per year: $128,000 - $188,000
Location - Remote Canada
This remote role is open only to candidates residing in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, or Saskatchewan.
#LI-Remote
Remote-first with flexibility built in
Affirm is proud to be a remote-first company. Most roles can be done from almost anywhere within the country of employment. Some positions may occasionally require in-person work at an Affirm office, and a few are office-based due to the nature of the work. All new hires will be invited to attend an in-person onboarding experience.
Benefits designed for you
Our benefits reflect our commitment to care, transparency, and flexibility. Here are a few highlights:
Health coverage at no cost: We cover 100% of premiums for employees and their dependents.
Spending stipends: Monthly stipends support your tech setup, and the ability to choose health and wellness options that are right for you.
Time off to recharge: Flexible time off and generous holiday calendars help you rest when you need to.
Own a piece of what you build: Our employee stock purchase plan (ESPP) lets you buy Affirm stock at a discount.
We’re committed to providing an inclusive interview process, including accommodations for candidates with disabilities. If you need support, we’re happy to help.
For positions based in San Francisco or Los Angeles: Affirm considers qualified applicants with arrest and conviction records, as required by law.
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ГибридCAN: Vancouver (333 Seymour St); This role is open to hybrid candidates in Vancouver, British Columbia
УдалённоRemote-US; We strongly encourage candidates of all backgrounds to apply
Не хотите искать каждый день?
Настройте подбор один раз, и подходящие вакансии будут сами приходить в Telegram.
Настройте подбор, и подходящие вакансии будут приходить в Telegram.
Singapore; We work across continents and time zones, with teammates and customers from all over the world; This role is open to candidates in multiple countries, and compensation differs based on the candidate’s confirmed work location
London, United Kingdom; We work across continents and time zones, with teammates and customers from all over the world; This role is open to candidates in multiple countries, and compensation differs based on the candidate’s confirmed work location
Austin, in-person
ГибридSofia City, Bulgaria; Limassol, Cyprus
ГибридLimassol, Cyprus; Sofia City, Bulgaria
География найма не уточнена
УдалённоUnited States; We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance