Branch

General Counsel

• Advise product and business teams on the design, launch, and operation of fintech and payments products, including consumer and commercial financial services offerings.
• Serve as a versatile legal advisor across Branch's business units, providing practical guidance to product, engineering, sales, and marketing on commercial, regulatory, and corporate matters.
• Provide legal guidance on applicable federal and state laws and regulations, including consumer protection, payments, money transmission, bank partnership, UDAAP, privacy, and marketing requirements.
• Draft, review, and negotiate a broad range of agreements, including customer contracts, and partnership arrangements.
• Monitor and analyze relevant legal and regulatory developments, including data privacy laws (CCPA and other state laws), licensing requirements, consumer protection laws, and other laws impacting the payments and fintech space.
• Support product teams on product and feature development and go-to-market strategies.
• Advise on marketing, advertising, and customer communications relating to financial products and services.

Assistant General Counsel

Financial Planning and Analysis

• Own monthly and quarterly reporting on claims performance, including efficiency metrics, expense components, and revenue streams (TPA fees, recoveries, subrogation, salvage).
• Collaborate with the claims, accounting, actuarial, and data analytics teams to gather data on cycle time, processing efficiency, and other KPIs.
• Conduct detailed analysis of expense components and revenue-generating activities to support accurate and timely financial reporting.
• Identify trends and patterns in claims data to support decision-making and process improvement initiatives.
• Assist in developing financial models and tools to enhance claims analysis and forecasting capabilities.
• Stay informed on industry best practices and regulatory changes to continuously improve reporting processes.

Senior Claims Finance Analyst

DevOps Engineer

• Effectively coordinate with both technical and non-technical staff across departments; this role involves a good amount of cross-functional collaboration, including partnering on workflow automation (crons, n8n, Airflow) that bridges infrastructure and business processes.
• Comfortable with the process side of an Ops team: running outage incidents, working within compliance requirements, coordinating sprints, collecting metrics to report up to management, and maintaining documentation.
• Maintain and improve incident response process and tooling, ensuring accurate, reliable, and proactive monitoring across the application stack.
• Ensure that our cloud infrastructure is compliant with relevant security and regulatory standards.
• Design, implement, and maintain our cloud infrastructure in GCP.
• Ensure our cloud infrastructure is scalable, secure, and highly available.
• Build automation that reduces toil and enables infrastructure to self-heal during production incidents.
• Troubleshoot issues and provide support for our cloud infrastructure and observability tools.

Staff Cloud Operations Engineer

Data Engineer

• Own end-to-end data systems and pipelines, that other teams and customers rely on
• Design and implement data integrations across multiple backend business systems, ensuring efficient and reliable data flows
• Work on streaming data processing using frameworks like Apache Beam to handle real-time data ingestion and transformation
• Build and maintain APIs to enable seamless data access and sharing across internal teams and platforms
• Manage orchestration and automation of workflows using Airflow on Kubernetes
• Define what "correct" means for the data you own, and back it with monitoring, alerting, and integration tests
• Build reusable patterns and components (hooks, plugins, alerting utilities) that are easily adoptable by other engineers and processes
• Break down ambiguous work into actionable tasks, surface edge cases and failure modes early, and clarify requirements with stakeholders
• Communicate tradeoffs, assumptions, and risks clearly in design reviews and PRs

Senior Data Engineer

• Implement and maintain cloud infrastructure in GCP under the direction of senior engineers.
• Contribute to keeping our cloud infrastructure scalable, secure, and highly available.
• Build automation that reduces toil and helps infrastructure recover from production incidents.
• Troubleshoot issues and provide support for our cloud infrastructure and observability tools.
• Help ensure our cloud infrastructure is compliant with relevant security and regulatory standards.
• Follow and contribute to incident response process and tooling; participate in monitoring and alerting work across the application stack.
• Collaborate within the tech org on infrastructure work, with some exposure to cross-departmental projects, including workflow automation (crons, n8n, Airflow) that bridges infrastructure and business processes.
• Participate in Ops team processes: outage incidents, compliance requirements, sprint work, metrics collection, and documentation.

Cloud Operations Engineer

People Operations

• Support the launch and systematizing of a new People Team requests automation process and system
• Assist in automating and streamlining employment verification workflows and documentation practices
• Conduct vendor comparison research and organize findings to support People Team operational decision-making
• Provide administrative and operational support for performance review cycles
• Identify, document, and refine standard operating procedures (SOPs) and other operational processes
• Support updates and organizational efforts related to Branch’s Payroll Playbook and associated operational processes
• Assist with implementation activities tied to new People Team vendors and systems
• Provide operational, administrative, and project-based support across the People Team as business needs evolve
• Contribute to continuous improvement efforts focused on scalability, organization, efficiency, and employee experience

People Intern

Product Analyst

• Support product analysis by gathering and organizing data related to product performance, pricing, and underwriting trends.
• Assist with market research and help maintain competitive intelligence across insurance products and states.
• Help prepare presentations and reports to communicate findings to team members and stakeholders.
• Coordinate with actuarial and underwriting teams on updates to guidelines and pricing inputs.
• Track regulatory updates and assist the team in keeping product documentation aligned with compliance standards.
• Work within systems like Excel and SQL to run queries and manipulate data under guidance from senior analysts.
• Contribute to cross-functional projects to support product development and enhancements.

Insurance Product Analyst

Customer Support

• Provide prompt, easy-to-understand support to independent agents via inbound and outbound calls, chat, and email.
• Resolve standard servicing, billing, and technical questions using established workflows and tools.
• Accurately interpret policy language and escalate risk or underwriting concerns as needed.
• Master the use of support systems (e.g., Staff, billing platforms) to complete agent requests efficiently.
• Proactively surface feedback and insights to improve the agent experience and internal workflows.
• Work collaboratively in a fast-paced, team-based environment while maintaining schedule and documentation standards.

Agency Support Specialist

Security Engineer

• Manage and maintain the Branch Information Security Program, security function programs and processes. Own internal Branch controls. Maintain an accurate security program and all the associated processes across all corporate functions.
• Ambassador and champion of the Branch Information Security Program and security awareness.
• Perform control mapping to align internal controls with regulatory and compliance frameworks (e.g., PCI, SOC 2, ISO 27001, NIST CSF, CCPA).
• Conduct comprehensive gap analysis to identify deficiencies and areas for improvement in existing controls.
• Experience implementing new frameworks and integrating into existing audit cycles.
• Manage risk and vulnerability assessments, validation testing, compliance reviews, and audits in accordance with the frameworks (SOC 2, ISO 27001, PCI, NIST, CCPA) implemented by Branch.
• Manage Branch’s Drata GRC platform:
• Ensure information is up to date and automated collections are working appropriately.
• Ensure that Audit evidence is collected and validated.
• Manage access to and keep information up to date for Branch’s Security Trust Center.
• Manage and maintain frameworks, policies, control content and control mapping.
• Inform the proper stakeholders of important concerns, hazards, and risk to the organization.
• Collaborate with stakeholders (Security, Engineering, Cloud Operations, Procurement, and Legal) to ensure security practices are integrated into daily operations, and are aligned with our GRC objectives.
• Maintain up-to-date knowledge of procedures and methods that serve to broaden team knowledge and industry expertise.
• Write and manage security standards, policies, and practices on an ongoing basis to make sure they meet corporate demands.
• Assist the department in responding to inquiries from the business units about ongoing operational compliance.
• Be proactive in seeking out areas for improvement and offer insightful advice and value-added guidance and/or automation for process and control enhancements.
• Manage the end-to-end third-party vendor management lifecycle, including onboarding, due diligence, and ongoing monitoring of vendor risk, performance, and operational changes through established governance processes.
• Partner with the Risk and Legal teams to share information and seek out areas for improvement, streamline processes and to reduce risk throughout the company.
• Manage the security training and awareness program, responsible for promoting and enhancing our organization's security culture through effective awareness programs and initiatives.
• Support the planning of penetration tests and the coordination of remediation efforts.

Senior Information Security GRC Analyst

• Own the day-to-day administration of CrowdStrike Falcon — prevention policies, detection tuning, custom IOAs, USB device control, and Real Time Response runbooks across the entire Branch endpoint fleet.
• Operate and mature ThreatLocker — build and maintain application allowlisting, ringfencing, storage control, and elevation policies; reduce learning-mode exceptions over time and drive measurable hardening progress.
• Administer Island Enterprise Browser — define and enforce browser-level policies for SaaS access, copy/paste, downloads, screenshot, and extension governance; align browser controls with insider risk and DLP objectives.
• Drive endpoint hardening and configuration baselines for macOS and Windows. MDM (Jamf / Intune), patch SLAs, FileVault/BitLocker, and CIS-aligned benchmarks.
• Maintain a defensible inventory of endpoints, agents, and coverage gaps, and drive remediation when devices fall out of compliance.
• Own corporate-side incident response for endpoint, identity, email, and insider events — from initial triage through containment, eradication, recovery, and post-incident review.
• Build and run Branch’s insider risk program — from defining risk indicators (data exfiltration, anomalous access, departing employee behavior) to building detections and response playbooks across endpoint, browser, and SaaS telemetry.
• Operate Data Loss Prevention controls across Google Workspace (Drive, Gmail), Island Browser, and endpoint channels; investigate DLP events end-to-end, balancing user friction against data-protection outcomes.
• Lead onboarding, offboarding, transitions security workflows in partnership with People Operations — enforce least-privilege access, data return at offboarding, and time-bounded monitoring of high-risk departures, ultimately skilling up our IAM team.
• Triage and investigate insider risk cases with discretion, partnering with Legal, HR, and GRC on documentation, evidence handling, and outcomes; preserve chain-of-custody on every case.
• Develop user-facing guidance and training that reduces accidental risk — phishing reporting, secure handling of customer data, and acceptable use of AI and SaaS tools.
• Harden Google Workspace — admin role hygiene, context-aware access, OAuth third-party app governance, advanced phishing/malware protection, and audit logging into the SIEM.
• Automate repetitive corporate security work using Python or Bash and orchestration platforms (e.g., Tines, Torq, XSOAR) — alert enrichment, user notifications, evidence collection, and offboarding checks.
• Contribute to the corporate vulnerability management program for endpoints and SaaS — prioritization, SLA tracking, and cross-functional remediation.
• Serve as a security consultant and escalation point for the broader business on secure configurations, patching, exception requests, and acceptable-use questions.

Corporate Security Engineer

Sales

• Empower and guide a team of sales agents
• Act as a mentor and partner for each team member
• Reinforce best practices through hands-on development
• Cultivate a team that reflects Branch’s values
• Collaborate in shaping best practices and refining sales strategies

Sales Leader

• Drive impactful conversations through inbound and outbound calls, creating a seamless and delightful experience.
• Deliver fast, accurate multi-carrier quotes grounded in strong underwriting judgment.
• Move confidently through multiple systems (rater/carrier platforms) with speed, accuracy, and efficiency.
• Manage your pipeline with proactive follow-up and a strong focus on conversion.
• Guide members through coverage choices so they feel informed, protected, and confident.
• Identify bundling opportunities and promote Branch-first solutions when they best fit the member’s needs.
• Represent the Branch brand with professionalism, positivity, and a member-first mindset.

Sales Agent

Data Analyst

• Own and Administer Snowflake: Manage the end-to-end Snowflake environment, including performance tuning, RBAC security modeling, cost optimization, user permissions, and compute management.
• Architect dbt Foundations: Lead the development of our dbt project, establishing standards for modeling, testing, documentation, and CI/CD pipelines.
• Bridge Global Teams: Act as the primary technical point of contact between North American leadership and India-based resources, ensuring seamless requirement translation and project execution across time zones.
• Operationalize AI: Integrate AI-assisted development (Claude Code, LLMs) into the workflow to automate boilerplate tasks and accelerate time-to-value for new data products.
• Transform GTM Data: Replace and enhance the 'Warehouse-First' models, centralizing data from Salesforce, product usage, and marketing tools into a unified, clean source of truth.
• Ensure Data Integrity: Establish and own data quality monitoring, observability, and alerting frameworks to ensure business-critical dashboards remain reliable and accurate.

Data Analytics Architect

Program Manager

• Develop and own the ABM approach for your assigned verticals, executing omni-channel programs tied to specific, measurable business outcomes
• Create and optimize programs that drive marketing engagement at a vertical level
• Oversee the creation and facilitation of compelling content, ensuring it aligns with the target audience and marketing objectives
• Monitor, measure, and analyze marketing initiatives' performance, providing actionable insights and recommendations for optimization
• Scale marketing programs efficiently, adapting strategies to accommodate growth and changing market conditions

Marketing Program Manager

Account Manager

• Own the end-to-end playbook for growing Branch's key wholesale and partner accounts, including renewals, expansions, troubleshooting and strategic planning
• Build and optimize our marketplace presence, with Amazon as a priority. This includes catalog strategy, pricing, advertising, operations and review management
• Identify brand-aligned and complementary partner products for Branch
• Identify, negotiate and execute impactful IP licensing opportunities for Branch
• Prioritize, pitch and ship a wide range of revenue-driving opportunities
• Build repeatable systems, not just one-off wins. Each partnership you close should teach us how to close the next ten
• Develop frameworks that convey where to invest and where to pass (not every opportunity is worth pursuing, and part of your job is making that case clearly)
• Collaborate with stakeholders across operations, design, product, customer success, and finance to ensure partnerships translate into execution, not just signatures