Lead the Tax Division's Enrollment & Onboarding function, building a high-performing team to support peak tax-season volumes.
Serve as decision authority for complex enrollment matters, balancing customer impact, business objectives, and regulatory risk.
Partner across Sales, Compliance, Risk, Operations, and Technology to drive enrollment quality, controls, and customer experience.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. The company values a humble, hungry, and smart approach, celebrating diverse perspectives and fostering an inclusive culture.
Set the strategic direction and long-term roadmap for Extend's regulatory compliance program, spanning licensing, service contracts, and insurance.
Serve as the executive-level owner for regulatory and licensing matters, representing compliance in front of regulators and auditors.
Partner with cross-functional teams to embed compliance requirements into merchant onboarding, customer experience, and product workflows.
Extend provides AI-driven solutions for retailers to enhance post-purchase customer satisfaction and drive revenue growth. The company works with more than 1,000 merchant partners, is backed by prominent technology investors, and is headquartered in downtown San Francisco.
Lead and develop the Compliance Governance team, setting priorities and building capabilities.
Own compliance risk assessment, policy governance, enterprise training, and compliance reporting.
Support regulatory examinations and provide credible challenge across the business.
Mercury is a fintech company building a complete banking and finance stack for startups and business owners. They value a fast-moving, collaborative culture with a modern approach to compliance and a commitment to diversity and belonging.
Perform ongoing compliance testing and reporting on adherence to compliance program and federal/state regulatory requirements.
Collaborate cross-functionally with departments like Compliance, Legal, Risk, and Product while completing reviews.
Coordinate the execution of the compliance risk assessment and control inventory, including collecting and documenting results.
Affirm provides transparent, flexible payment solutions, allowing consumers to pay over time with no hidden fees. The company is a remote-first organization with diverse teams across legal, compliance, product, and engineering that collaborate to build trust in its ecosystem.
Conduct compliance reviews, monitoring, and testing across regulatory obligations.
Review and investigate potential compliance issues, document findings, and escalate as needed.
Support vendor compliance, customer due diligence, and AI governance programs.
April is an embedded, year-round tax platform that brings real-time tax intelligence into the platforms people already use. The company's AI-powered engine and API-first infrastructure serve complex tax situations, with a culture emphasizing ownership, judgment, and professionalism.
Build and lead Chamber's first compliance function, spanning regulatory, clinical, government programs, IT/security, and internal audit.
Partner with legal, clinical, security, and business teams to embed compliance into workflows, technology, and market expansion.
Serve as the strategic compliance expert for Medicare/Medicaid, HIPAA, CPOM, and risk-based program development.
Chamber is rebuilding the system for cardiology by partnering with independent cardiologists and equipping them with technology, data, and operational tools. The company is an early-stage, mission-driven team focused on transforming heart health through AI-enabled clinical workflows and human-centered care.
Own and drive the US and Canada regulatory and compliance strategy.
Lead licensing, regulatory exams, and audits while partnering with business and product teams.
Oversee AML/CTF and sanctions programs, ensuring compliant innovation across GoCardless products.
GoCardless, a Mollie company, is a global leader in bank payments, helping 100,000+ businesses send and collect payments via Direct Debit and open banking. With 806 employees globally, we process $130bn+ annually and foster a humble, integrity-driven culture.
Lead advanced compliance activities for healthcare administrative products including HSAs, FSAs, HRAs, and COBRA.
Apply expert regulatory judgment to risk assessments, compliance monitoring, investigations, and corrective actions.
Collaborate with stakeholders to integrate compliance requirements into strategic initiatives and leverage AI-powered tools.
HealthEquity empowers healthcare consumers by providing administrative solutions like HSAs, HRAs, FSAs, and COBRA. The company is a large, mission-driven organization that values inclusion and connects health and wealth for American families.
Serve as the primary compliance point of contact for strategic partnerships and clients.
Lead the compliance workstream for major brand migrations and become an expert on the Regulated Compliance product.
Monitor compliance processes, ensure accurate documentation, and deliver presentations on compliance matters.
impact.com is the world's leading commerce partnership marketing platform, helping brands manage partnerships with affiliates, influencers, and creators. With over 5,000 global brands relying on the platform, the company fosters a flexible, performance-driven culture.
Serve as SME on North American AML, BSA, KYC, KYB, sanctions, and financial crimes regulations.
Partner with Product, Engineering, and Data Science to align solutions with regulatory expectations and compliance workflows.
Produce regulatory briefings, support compliance management systems, and leverage AI to improve productivity.
Trulioo provides an identity verification platform that enables organizations to onboard customers and combat fraud, verifying over 5 billion people worldwide. Headquartered in Vancouver, it is a people-first company recognized as a BC Top Employer.
You will develop and maintain dashboards, reports, and analytical tools for compliance monitoring.
You will analyze datasets to identify trends and emerging risks and provide actionable recommendations.
You will collaborate with risk, audit, operations, and technology teams to improve data quality and reporting accuracy.
Jobgether is an AI-powered hiring platform that connects top candidates with partner companies. It supports a collaborative, digitally enabled remote work culture with a focus on professional growth and inclusion.
Oversee day-to-day BSA/AML SAM case investigations, ensuring compliance with BSA/AML regulations and OCC expectations.
Manage team performance, case queues, SLAs, and quality of SAR referrals, coaching analysts to success.
Partner with compliance, technology, and data teams to optimize monitoring rules and drive continuous improvement.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all through responsible, secure financial products. They are a team of problem solvers and innovators who celebrate differences and embrace a HUMBLE*HUNGRY*SMART culture.
Conduct compliance reviews, mock SEC/FINRA examinations, and branch office assessments for investment advisers and broker-dealers.
Manage client engagements from planning and testing through reporting and remediation, translating complex regulatory requirements into risk-rated findings.
Mentor junior consultants, contribute to industry education, and guide clients in using compliance technology solutions.
This company provides compliance consulting services to financial services firms, helping investment advisers and broker-dealers strengthen regulatory frameworks and maintain audit readiness. It fosters a collaborative, technology-driven culture with opportunities for professional development, mentorship, and industry thought leadership.
Assist in risk and control consultation for new, existing, and changed processes.
Identify and monitor operational and strategic risks along with associated key risk indicators.
Translate control deficiencies into action plans and support internal/external audit requests.
Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. It is a team of problem solvers and innovators who celebrate differences and embrace the voices of employees, customers, partners, and the communities they serve.
Own and mature internal and Managed GRC programs, including federal SSPs, POA&Ms, audits, and risk assessments.
Collaborate with CISOs, engineers, and control owners to translate compliance requirements into practical technical controls.
Lead and develop a GRC team while introducing automation and AI to improve scalability and consistency.
The company provides managed Governance, Risk & Compliance (GRC) and security assurance services, with a strong focus on federal security programs and frameworks like NIST, SOC 2, and CMMC. It supports a growing GRC team and emphasizes low-ego collaboration, automation, and AI-enabled approaches to scale delivery.
Execute detailed quality assurance reviews of second line of defense financial crimes activities, ensuring consistency and regulatory alignment.
Document findings with root cause analysis and severity ratings, and engage stakeholders to resolve issues and validate remediation.
Provide independent challenge to strengthen oversight and risk management practices within the compliance function.
Pathward is a financial empowerment company that partners with innovators to increase financial availability, choice, and opportunity for all. They have a hybrid-remote culture with onsite locations across the US and are a team of problem solvers who celebrate differences.
Own the end-to-end tax product roadmap, from discovery through delivery, covering the full client journey from document intake to filed return and tax planning.
Lead a cross-functional pod daily with engineering, design, data, and tax leadership, running agile ceremonies and managing external vendor relationships.
Shape the AI-powered tax transformation by setting direction for AI agents, driving rigorous evaluation of AI outputs, and integrating tax into the broader Mercer Advisors platform.
Mercer Advisors helps families amplify and simplify their financial lives by integrating financial planning, investment management, tax, estate, insurance, and more under one team. Serving over 42,800 families across the U.S., the firm is ranked #1 RIA by Barron's and fosters a flexible, inclusive culture where more than half of employees and client-facing professionals are women.
Perform first level review of tax returns, Schedule K-1s, workpapers, and supporting schedules prepared by external advisors.
Assist in maintaining the tax compliance calendar, trackers, and supporting documentation across all entities.
Support tax process improvement through automation, documentation, and research on tax issues and regulatory changes.
Voleon is a technology company that applies state-of-the-art AI and machine learning techniques to real-world problems in finance. The firm is a multibillion-dollar asset manager with a collegial working environment, internationally recognized experts, and highly competitive benefits.
Own WealthComply's product end-to-end: customers, requirements, roadmap, and outcomes.
Write detailed requirements for engineers and AI coding agents, deciding what ships and in what order.
Run daily standups, own release readiness, and turn customer signals into roadmap decisions.
All Cares is a small group of companies building software for private wealth and governance, including WealthComply for FATCA/CRS compliance and MinuteMaster for board governance. The team is intentionally small and autonomous, with a remote-first culture and hands-on ownership across products.
Lead a high-performing learning organization that delivers exceptional client experiences and drives product adoption.
Develop and execute the learning strategy and implement scalable onboarding, enablement, and certification programs.
Oversee the LMS, establish curriculum governance and KPIs, and serve as senior escalation for complex client training issues.
eMoney Advisor provides comprehensive financial planning solutions that help advisors bring clarity to complex decisions and deliver more personalized guidance. The company supports more than 138,000 financial professionals overseeing over 7 million end clients, fostering an inclusive, people-first culture.