Provide unbiased, holistic financial guidance to employees through remote video, chat, and email consultations. Assist clients with financial topics such as budgeting, retirement readiness, and equity compensation while acting as an extension of their team during open enrollment.
The Vice President of Finance will lead the company's financial strategy, operations, and execution while serving as a key partner to the executive leadership team. Responsibilities include overseeing FP&A, accounting, financial systems, and capital planning to support the company's growth and scalability.
Provide holistic financial guidance to employees in Singapore, focusing on high-net-worth clients and complex wealth management. Collaborate with the team to improve digital financial planning tools and lead engagement campaigns such as webinars.
The Wealth Manager will provide holistic financial guidance to employees in South Korea, focusing on high-net-worth clients and complex wealth management. They will also collaborate with the internal team to improve digital planning tools and lead engagement initiatives like webinars.
The Senior Tax Advisor will review and provide guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, and RSUs. They will also partner with the CFP team to ensure tax strategies are aligned with overall financial plans and manage the end-to-end tax preparation workflow.
You will own the strategy and roadmap for the enterprise SaaS platform, focusing on data, AI, compliance, and global integrations. You will collaborate with engineering and data teams to drive initiatives from discovery through delivery while managing complex client and regulatory requirements.
You will design and build scalable backend services and data systems to support an enterprise-grade SaaS platform. Additionally, you will manage cloud infrastructure and collaborate with cross-functional teams to drive engineering efficiency and product development.
Provide expert financial guidance to clients on topics including equity compensation, retirement, and tax planning through remote consultations. Collaborate with internal teams to develop educational content and lead engagement campaigns for employer partners.
Design and ship AI-powered features and scalable full-stack systems to help users achieve financial goals. Collaborate with Product and Design teams to resolve ambiguity and lead projects from concept to delivery.
Provide unbiased, holistic financial and tax guidance to employees via video, chat, and email. Collaborate with content teams to create educational materials and lead engagement campaigns for employer partners.
