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Boldin jobs and careers

1Open roles
1Posted in the last 7 days
$175kHighest listed base pay

About Boldin

Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @boldin Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

Leadership

The top of Boldin's org chart, with how many people report into each leader.

SCPhoto of Stephen Chen

Stephen Chen

Founder & CEO

39 reports

CP

Chelsea Power

Head Of Enterprise Success

4 reports

GE

Grisselle Escoto

Director Of People And Culture

1 report

RD

Rachel Diesel

Head Of Design

4 reports

DJ

Danielle Jackson

Chief Of Staff

KM

Kelly Michel

Interim Head Of Sales

2 reports

CC

Connellan Coxwell

Head of Consumer Business

5 reports

PH

Patrick Hammons

Product Manager

GL

Gabe Leon

Engineering Manager

7 reports

Open roles at Boldin 1