Top 56 Financial specialist Jobs in San Francisco, Ca

Fraud Operations Specialist
Wealthfront —San Francisco, CA
- $81,000 - $90,000 a year
- Full-time
- Remote
- Mid-level
- SQL
- Analysis skills
- Health insurance
- Dental insurance
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —Walnut Creek, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Financial Services Professional
New York Life —San Francisco, CA
- $96,100 - $185,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Specialist
New York Life —San Mateo, CA
- $82,017 - $150,613 a year
- Full-time
- Hybrid work
- Background check
- Sales
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Personal Banker (Member Solutions Specialist)
Patelco Credit Union —San Leandro, CA
- $29.50 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Health insurance
Finance Operations Specialist
Cream Co. LLC —Oakland, CA
- $75,000 - $80,000 a year
- Full-time
- Customer service
- Mid-level
- SQL
- Health insurance
- Dental insurance
Quick Apply
Expert Revenue Requirements Analyst
PG&E Corporation —Oakland, CA
- $122,000 - $194,000 a year
- Hybrid work
- 6 years
- Bachelor of Science
- Office
9d
Underwriting Specialist OR Executive Underwriter- Large Property
Zurich Insurance Company Ltd. —San Francisco, CA
- $75,000 - $165,000 a year
- Full-time
- Hybrid work
- Customer service
- Mid-level
- Office
- Flexible schedule
10d
Analytics Specialist, Vice President - Aladdin Financial Engineering (PAG)
BlackRock Investments —San Francisco, CA
- $180,000 - $215,000 a year
- Hybrid work
- 7 years
- Office
- Continuous improvement
- Health insurance
- Tuition reimbursement
Change Management Specialist, Finance Transformation (Contract)
PlayStation Global —San Mateo, CA
- $117,800 - $176,800 a year
- Contract
- Remote
- PMP
- Bachelor's degree
- Continuous improvement
Quick Apply
Financial Services Specialist II (General Services Agency)
Alameda County —Oakland, CA
- $43.66 - $55.71 an hour
- Full-time
- Microsoft Outlook
- Writing skills
- English
- Wellness program
- Commuter assistance
Supervising Financial Services Specialist (Alameda County Health)
Alameda County —Oakland, CA
- $48.29 - $64.69 an hour
- Full-time
- Data analysis skills
- Office
- Analysis skills
- Wellness program
- Commuter assistance
Senior Financial Services Specialist (Alameda County Health)
Alameda County —Oakland, CA
- $44.53 - $59.68 an hour
- Full-time
- Word processing
- Office
- Analysis skills
- Wellness program
- Commuter assistance
7d
Client Relationship Specialist, Key Equipment Finance
KeyBank National Association —San Francisco, CA
- $71,000 - $125,000 a year
- Full-time
- Remote
- 5 years
- Mid-level
- Bachelor's degree
5d
Senior Financial Services Specialist (General Services Agency)
Alameda County —Oakland, CA
- $44.53 - $59.68 an hour
- Full-time
- Word processing
- Office
- Analysis skills
- Wellness program
- Commuter assistance
Pricing & Deal Structuring Specialist
Accenture —San Francisco, CA
- $28.41 - $94.23 an hour
- Full-time
- Hybrid work
- Microsoft Excel
- CPA
- Mid-level
- Paid holidays
- Disability insurance
Supervising Financial Services Specialist (Sheriff's Office)
Alameda County —Oakland, CA
- $48.29 - $64.69 an hour
- Full-time
- Data analysis skills
- Office
- Analysis skills
- Wellness program
- Commuter assistance
Procurement Specialist I - Department of Finance
City of Baltimore, MD —Redwood, CA
- $59,138 - $96,388 a year
- Full-time
- Background check
- Writing skills
- English
- AD&D insurance
- Health insurance
5d
Analyst/Senior Analyst, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo, LLC —San Francisco, CA
- Full-time
- Hybrid work
- CPA
- Writing skills
- Finance
- Paid holidays
- Disability insurance
Quick Apply
Relationship Specialist
Five Star Bank —San Francisco, CA
- $44 - $48 an hour
- Email
- Microsoft Word
- 5 years
- Data analysis skills
- On-the-job training

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Fraud Operations Specialist

Wealthfront
San Francisco, CA

Apply Now

Job Details

Full-time
$81,000 - $90,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Parental leave
Vision insurance

Qualifications

Finance
Investigative financial records analysis
Customer inquiry handling
Security data analysis
Cross-functional communication

Full Job Description

Wealthfront is currently hiring a fully remote Fraud Operations Specialist to be responsible for daily fraud monitoring and investigation functions. Fraud Operations is a division of Wealthfront Brokerage and works closely with Brokerage Operations, Compliance, and all other divisions of Wealthfront Corporation, including the engineering and product teams.

Responsibilities

Fraud Investigations

Assist in the identification of unusual financial activity indicative of money laundering, financial fraud and/or financial crime.
Conduct complex investigations aimed at identifying criminal activities and preventing fraud on our platform.
Perform data-driven analysis to identify vulnerabilities and/or proactively determine potential issues or areas of improvement.
Perform thorough analyses of account and transaction history to detect and elaborate on established patterns related to fraud and anti-money laundering (AML) typologies.
Conduct holistic account and transaction monitoring in support of Wealthfront’s BSA/AML and Sanctions programs.
Coordinate fraud investigations and recoveries with contra firms.
Present findings of investigations to different stakeholders within the firm.
Create, implement, and update policies and procedures to further develop Wealthfront’s anti-financial crime and transaction monitoring program.
Research fraud, identity and user behavior to contribute to rules, models and other detection systems.
Maintain subject matter expertise and ensure work completed adheres to applicable regulations, policies, and procedures.
Assist in the identification of process improvements and automation opportunities.

Cross Functional

Coordinate with Financial Crimes Compliance to ensure fraud and non-fraud-related cases are properly escalated for investigation and SAR filing consideration.
Partner with Engineering teams to implement automated solutions.
Work with other product areas to develop new data driven controls for optimizing user experience while detecting and preventing fraud.
Work with our support team to resolve client inquiries.

Requirements

1-3 years of fraud investigations experience in the financial services industry.
Strong research and investigation skills, including synthesizing large amounts of information and evaluating transaction data.
Experience investigating fraud typologies such as Wire, ACH, Debit Card, Online Account Takeover, Identity Theft, Elder Financial Exploitation, and New Account Fraud.
Ability to manage competing priorities and adapt quickly in a dynamic, fast-paced environment.
Strong attention to detail and ability to produce accurate, well-documented work.
Ability to make sound, risk-based decisions with limited information.
Excellent written and verbal communication skills.
Strong collaboration skills and ability to work effectively with cross-functional teams.
Embody the qualities of being a true team player - curiosity, humility, intelligence, and openness to both positive and constructive feedback.
Demonstrated curiosity and a proactive approach to identifying patterns and emerging risks.

Preferred Qualifications

Experience with disputes and knowledge of Reg E.
Familiarity with Anti-Money Laundering (AML), Anti-Threat Finance (ATF), OFAC, Financial Intelligence analysis and Counter-Intelligence analysis.
Experience with SQL, dashboard creation, and/or other data analysis tools.
Knowledge of FINRA, NACHA, SEC and MSRB rules and regulations.

Estimated annual salary range: $81,000 - $90,000 USD plus Equity.

Plus benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

About Wealthfront

Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.

We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:

A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.

A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.

Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.

Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!

For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Please review our candidate privacy notice.

Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.

By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Apply Now

Refine Your Search

financial specialist jobs in san francisco, ca

Fraud Operations Specialist

Personal Banker (Member Solutions Specialist)

Financial Services Professional

Financial Solutions Specialist

Personal Banker (Member Solutions Specialist)

Finance Operations Specialist

Expert Revenue Requirements Analyst

Underwriting Specialist OR Executive Underwriter- Large Property

Analytics Specialist, Vice President - Aladdin Financial Engineering (PAG)

Change Management Specialist, Finance Transformation (Contract)

Financial Services Specialist II (General Services Agency)

Supervising Financial Services Specialist (Alameda County Health)

Senior Financial Services Specialist (Alameda County Health)

Client Relationship Specialist, Key Equipment Finance

Senior Financial Services Specialist (General Services Agency)

Pricing & Deal Structuring Specialist

Supervising Financial Services Specialist (Sheriff's Office)

Procurement Specialist I - Department of Finance

Analyst/Senior Analyst, IP Dispute Resolution (Financial Expert Practice)

Relationship Specialist

I want to receive the latest job alert for financial specialist in san francisco, ca

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