Risk & Compliance Analyst, Inclined Technologies
$80-100k
+ Stock Options
Office located in Larkspur, CA
Life insurance optimization software
Be an early applicant
Life insurance optimization software
21-100 employees
Be an early applicant
$80-100k
+ Stock Options
Office located in Larkspur, CA
21-100 employees
Company mission
To help people get more value out of their whole life investment, while transforming an industry ready to benefit from modern technology.
Role
Who you are
- We're looking for someone detail-oriented, organized, and comfortable engaging directly with bank partners and senior leadership
- The ideal candidate will be able to learn quickly, operate independently across a range of compliance activities, and help formalize processes and documentation as our compliance function matures alongside the company
- Bachelor's degree required
- 1–3 years of experience in compliance, audit, or a related field; experience with bank-fintech partnerships, consumer lending, or insurance-adjacent financial products a plus
- Strong organizational skills and high attention to detail; comfortable managing multiple concurrent deadlines (license renewals, audit requests, questionnaires)
- Advanced data skills; comfort working with large amounts of data and building trackers and reports; ability to drive efficiency/automation using AI
- Excellent written and verbal communication skills, with the poise to interact directly with bank partners and senior leadership
- Self-starter who can operate with ambiguity and help build process in a small, fast-moving company
- Sound judgment, discretion, and a collaborative, roll-up-your-sleeves mindset
What the job involves
- This will be Inclined's first dedicated hire to support our Chief Compliance and Enterprise Risk Officer. You'll support and develop our regulatory compliance program as we scale our network of bank partners
- This role will report directly to our Chief Compliance and Enterprise Risk Officer, and will work in close, regular partnership with our Chief Capital Officer, Head of Operations, and the broader Inclined team
- Support the regulatory compliance requirements of Inclined's bank partners, including monitoring and helping maintain compliance with applicable federal and state laws as they apply to our lending programs
- Perform post-close quality assurance reviews on funded transactions to confirm compliance with bank partner requirements, internal policies, and applicable regulations; identify exceptions and support root-cause and remediation efforts
- Ongoing reviews of existing and potential vendors Inclined may utilize as part of its vendor management program, including conducting and updating annual assessments
- Field and respond to incoming compliance questionnaires, due diligence requests, and information requests from bank partners, auditors, and other counterparties
- Assist with maintaining Inclined's corporate and state licensing portfolio, including tracking renewal deadlines, supporting license renewal applications and license-related audits and examinations
- Participate in various dialogues and working sessions with bank partners on compliance matters, program updates, and regulatory changes; help prepare materials and talking points as needed
- Maintain compliance tracking logs, documentation, and reporting to support audit-readiness and internal oversight
- Targeted internal audit activities as needed
- Monitor changes in relevant banking and consumer finance regulations and help assess their impact on Inclined's programs
- Participate in various workstreams related to our SOC compliance requirements
- Support the Chief Compliance and Enterprise Risk Officer and Chief Capital Officer on ad hoc compliance, risk, and bank partnership projects as they arise
Our take
Inclined Technologies offers software to help consumers realize more value out of their life insurance policies. The company is democratizing this $150 billion market, offering a solution to the inefficient way whole life policies are borrowed.
The fintech company has built a first-of-its-kind platform that directly addresses two inherent problems with the market to ensure that policyholders access their savings in a cost-effective manner. Inclined is well-positioned for growth as the first modern technology to enter this market. By integrating carriers, policyholders, and lenders in an aligned fashion, Inclined opens the door to endless possibilities outside of refinancing.
Inclined has also partnered with HSCM Ventures and plans to use capital to optimize the way people access the equity they’ve built up, as well as acting as a reliable technology partner to whole life carriers across the US. Over time, Inclined will tackle the $1 trillion opportunity in whole life cash value access.
Freddie
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Aug 2025
$8m
SERIES B
Sep 2022
$15m
SERIES A
Total funding: $27m
Company HQ
Tamalpais-Homestead Valley, CA
Leadership
Joshua Wyss
(Co-Founder & CEO)Previous a Portfolio Manager for Balyasny Asset Management L.P, Ascend Capital, and Seasons Capital. Also served as Chief Investment Officer for First Oak Capital Management and as an Analyst for Standard Pacific Capital and Soundview Technology Group.
Mark Shaw
(Co-Founder & CTO)Previously co-founded Guidewire Software and Strava, serving here as CTO and later as Head of Growth. Also worked at Kana Software as a Software Engineer.
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