541 Fintech Companies in NYC

Who We Are Retirable is the fastest growing retirement advice platform dedicated to providing everyday Americans with services to plan for a better future. Professional retirement planning has long been out of reach for mass-market consumers, causing the majority of older Americans to be under-funded and under-prepared as they transition into the next phase of their lives. 72% of pre-retirees say they haven’t seen a financial plan, meaning they

Perform data analysis and work to reconcile/onboard new clients along with providing ongoing operational support for existing clients. Ensure customer satisfaction and work with clients to develop business requirements for system enhancement where necessary. Troubleshoot complex issues and develop system requirements for resolution. Collaborate with cross-functional stakeholders from Product, Customer Success, and Engineering in order to deliver and enhance new and existing features of all Lukka products. Achieve on-time delivery without compromising quality. Hit the ground running and be a full-fledged contributor to the team within 4 months.

Creating standardized & personalized presentations for sales proposals. Drive planning meetings with executive leadership to support proposal reviews. Attending customer sales proposal meetings. Work directly with customers through contracting and vendor reviews. Be a powerpoint genius, creating decks for internal and external purposes . Take a proactive approach to streamlining sales processes . Be the go-to person when it comes to preparing standardized and professional content for sales presentations and keeping the sales team organized.

Own the entire annual AICPA SOC control testing process for both SOC 1 and SOC 2 audits. Work with technical teams to supervise technical control objectives, monitor testing, and examination activities by acting as the primary point-of-contact and subject matter expert. Maintain a vendor questionnaire library in order to streamline Lukka response to vendor reviews. Maintain internal risk registrar and drive recurring risk management meetings. Report directly into our Chief Risk Officer .

Take ownership and responsibility for the design and development of a new set of Customer Experience applications. This role is a senior hands-on development role.  Architect, design, and implement internal applications that support the Stash experience, including robust services, user experiences and  CLI tools. Partner with every department to come up with new features and applications. Own the end to end delivery of software components from inception to production. Talk directly to the end-users daily.  Work in a cross-functional agile team to deliver working software incrementally. Instrument, test, profile, and code review software. Continuously deploy to our cloud-based infrastructure. Scale software infrastructure for a quickly-growing user base.