33 Financial Services Sales And Management jobs in Boston.

Hiring now: Sr Loan Officer @ Pinnacle M, Banker Instore Bank Branc @ Citizens, Citizens Banker @ Citizens B, Hybrid Market Leadersales @ Blackrock, Regional Market Leader @ Blue Owl, Relationship Mgr Healthca @ Fiserv, Job Openings Associate In @ G2 Capital, Associate Client Services @ Global Atl, Direct Indexing Client Re @ Natixis In, Portfolio Solutions Sales @ State Stre.Explore more at jobswithgpt.com.

🔥 Skills

sales (8) financial services (5) collaboration (5) financial advisors (5) communication skills (5) relationship management (5) Sales (4) relationship building (4) communication (4) client relationships (4)

đź“Ť Locations

Boston (26) Attleboro (4) North Andover (2) Belmont (1)
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Pinnacle Mortgage Corp.

Senior Loan Officer North Andover
Skills & Focus: Loan Officer, Mortgage, Financial Services, Client Relationships, Loan Origination, NMLS Licensing, Mortgage Lending Practices, Attention to Detail, Analytical Skills, Regulatory Compliance
About the Company: Pinnacle Mortgage Corp. delivers top-tier financial services with competitive rates. Our mortgage professionals prioritize personalized attention, ensuring tai…
Experience: Proven experience as a Loan Originator or Mortgage Loan Officer, with a track record of successfully closing loans.
Salary: Commission + Bonus
Type: Full-Time
Benefits: Company matching 401K plan, continuous paid training opportunities, and robust healthcare coverage, including Medical, …
Mortgage Sales Manager/Branch Manager North Andover
Skills & Focus: Mortgage Sales Manager, Loan Officers, Team Management, Sales Targets, Coaching, Mentoring, Performance Feedback, Regulatory Compliance, Brand Visibility, Customer Relationships
About the Company: Dedicated to providing top-quality financial services while safeguarding clients' privacy and security, specializing in helping clients achieve their homeowner…
Experience: Experienced
Salary: Commission + Bonus Opportunity
Type: Full-Time
Benefits: Company matching 401K plan, continuous paid training opportunities, robust healthcare coverage including Medical, Denta…

Citizens

Banker - InStore Bank Branch Attleboro
Skills & Focus: banking, customer service, financial services, entrepreneurship, community support, career growth, inclusion, equity, development, mentoring
About the Company: Citizens aims to provide a diverse, equitable, and inclusive workplace, supporting its communities and employees with various benefits and growth opportunities.
Experience: Professional
Type: Full Time
Benefits: A range of benefits focused on promoting healthy habits and supporting the well-being of the employees.
Citizens Banker - InStore Bank Branch Attleboro
Skills & Focus: Banking, Customer Service, Financial Services, Retail, Bank Branch, Client Engagement, Sales, Operations, Teamwork, Community Support
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard and feels a sense of belo…
Experience: Entry Level
Type: Full Time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you.
Citizens Banker - InStore Bank Branch Attleboro
Skills & Focus: Banking, Customer Service, Finance, Retail, Inclusion, Diversity, Community, Growth, Development, Career
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Entry Level
Type: Full-time
Benefits: Citizens offers a range of benefits including resources and programming to support healthy habits and overall well-bein…

Citizens Bank

Citizens Banker Belmont
Skills & Focus: banking, customer service, sales, financial solutions, relationship building, problem-solving, digital technology, communication, collaboration, financial goals
About the Company: Citizens Bank provides financial services and banking solutions for individuals and businesses.
Experience: 2 years of sales and customer service experience
Salary: $24.50+/hour
Type: Full Time
Benefits: Comprehensive health care coverage, 401K with corporate match, tuition assistance, paid time off for volunteering, and …

Blackrock

Hybrid Market Leader/Sales Specialist Boston
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…

Blue Owl

Regional Market Leader Boston
Skills & Focus: private wealth, capital-raising, client relationship, sales strategy, financial advisors, broker dealers, alternatives, regulatory environments, communication skills, business plan
About the Company: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. With over $250 billion in assets under management as of December 31, 2024, we …
Experience: 10+ years
Salary: $200,000 – 225,000
Type: Full-time
Benefits: Eligible for a discretionary bonus, based on factors such as individual and team performance.

Fiserv, Inc.

Relationship Manager, Healthcare and Insurance Boston
Skills & Focus: Sales, Business Development, Negotiation, Healthcare, Insurance, Client Satisfaction, Revenue Growth, Contract Renewals, Market Share, Fintech
About the Company: We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corp…
Experience: 10+ years of experience in a role requiring sales, business development, negotiation.
Salary: $94,200.00 - $200,500.00
Type: Full-time
Benefits: Paid holidays, generous time off policies, including Unlimited Recharge & Refuel for qualifying associates, free counse…

G2 Capital Advisors

Job Openings Associate, Investment Banking Boston
Skills & Focus: M&A, financial analyses, market research, financial modeling, business development, client exposure, comprehensive market analysis, pitch books, collaboration, deadline management
About the Company: G2 Capital Advisors is a multi-product and sector-focused investment bank and financial advisory firm.
Experience: 3+ years of demonstrated experience in an M&A investment banking environment
Type: Full-Time
Benefits: Catered lunch 3 days a week, Generous performance bonus program, Comprehensive healthcare, Unlimited vacation, 401K mat…

Global Atlantic Financial Group

Associate, Client Services - Reinsurance Operations Boston
Skills & Focus: client services, reinsurance, accounting, actuarial, communication, relationship building, data management, project management, financial services, insurance
About the Company: Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong f…
Experience: 5+ years of experience in Financial Services or Insurance
Salary: $108,000 - $157,000 USD
Type: Full-time
Benefits: Generous benefits including immediate vesting on employee contributions to a 401(k), as well as a company match on your…

Natixis Investment Managers

Direct Indexing Client Relationship Manager Boston
Skills & Focus: Direct Indexing, Client Relationship Manager, financial advisors, sales, investment objectives, broker dealer, account management, financial services, client-facing sales, presentation skills
About the Company: Natixis Investment Managers is dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth.
Type: Hybrid
Benefits: Comprehensive medical, dental, and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repa…

State Street

Portfolio Solutions Sales Vice President Boston
Skills & Focus: Outsourced Trading, Transition Management, Currency Management, Agency Trading, Capital Markets, Sales, Client relationship, Prospecting, Equity Trading, Fixed Income
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. For more than two centuries, we’ve been helpi…
Experience: Minimum 5 to 7 years in Capital Markets and direct sales with asset managers, asset owners and hedge funds.
Salary: $115,000 - $190,000 Annual
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, flexible Work Programs, and development programs.

Simply Business

Relationship Manager Boston
Skills & Focus: Relationship Management, Insurance Carriers, Collaboration, Customer Experience, Data Analysis, Product Development, Negotiation, Compliance Audits, Stakeholder Engagement, Business Development
About the Company: Simply Business is a digital insurance brokerage that specializes in one thing: protecting the businesses our customers are working hard to build. We’re doing …
Type: Full-time

Cargurus

Senior Credit & Collections Analyst Boston
Skills & Focus: B2B collections, analysis, negotiation, dispute resolution, relationship management, strategic insights, reporting, analytics, process improvement, risk management
About the Company: CarGurus (NASDAQ: CARG) started as a small team of developers determined to bring trust and transparency to car shopping. They have driven industry-leading gro…
Experience: 5+ years of hands-on B2B Credit & Collections experience.
Type: Full-time
Benefits: Best-in-class benefits and compensation, equity for all employees, flexible hybrid model, robust time off policies, dai…

Fiserv, Inc.

Business Sales Consultant Boston
Skills & Focus: sales, consultant, clients, business-to-business, partnerships, lead generation, relationship management, Clover, Fintech, payments
About the Company: Fiserv is a global leader in Fintech and payments, delivering superior value through leading technology, targeted innovation, and excellence in everything they…
Experience: 1+ years of experience in a quota-driven, self-sourcing sales environment, particularly with small to medium-sized clients.
Type: Full-time
Benefits: Medical, Vision and Dental Benefits; 401k, Employee Stock Purchase Plans and Incentives & Bonuses; Paid Time Away.

State Street

Segment Sales Lead, VP Boston
Skills & Focus: sales, client coverage, business travel, prospecting, pipeline management, financial services, consultative sales, lead generation, relationship management, asset management
About the Company: State Street is one of the leading and largest custodian banks, asset managers, and asset intelligence companies in the world. From technology to product innov…
Experience: 12-15+ years successful sales experience
Salary: $110,000 - $177,500 Annual
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, Flexible Work Programs, development programs and educational suppor…
Assistant Vice President - Loan Servicing Unit Associate Boston
Skills & Focus: Loan Operations, Loan Servicing, Accounting System, Cash Transfers, Reconcilements, Regulatory Reporting, Risk Management, Loan IQ, Microsoft Excel, Banking Knowledge
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re …
Experience: 5+ years of loan operations and servicing support
Salary: $80,000 - $132,500 Annual
Type: Hybrid
Benefits: Generous medical care, insurance and savings plans, flexible Work Programs, development programs and educational suppor…

Blackrock

Associate/Vice President Retirement Specialist Boston
Skills & Focus: client engagement, relationship building, business development, investment trends, financial advisors, sales goals, data analytics, virtual client engagements, client experience, retirement product solutions
About the Company: BlackRock is the world's largest asset manager, helping people experience financial well-being through a range of product and solution offerings for various in…
Experience: Minimum 3+ years in asset management sales
Salary: USD$100,000.00 - USD$110,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, leave benefits, Flexible Time Off (FTO)

State Street

Credit Officer, Assistant Vice President Boston
Skills & Focus: credit analysis, financial modeling, risk assessment, leveraged loan market, credit recommendations, industry dynamics, financial forecasting, credit risk, credit exposure, portfolio oversight
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We provide investment servicing, data & analy…
Experience: 3-5 years financial services background (6+ overall relevant experience)
Salary: $90,000 - $142,500 Annual
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, flexible work programs, development programs and educational suppor…

Global Atlantic Financial Group

Associate, Client Services Boston
Skills & Focus: client relationships, reinsurance, operations, accounting, actuarial, communication, data management, efficiencies, organizational skills, financial services
About the Company: Global Atlantic Financial Group is a leading insurance company meeting the retirement and life insurance needs of individuals and institutions. With a strong f…
Experience: 5+ years of experience in Financial Services or Insurance
Salary: $108,000 - $157,000 USD
Type: Full-time
Benefits: Comprehensive benefits package including health, retirement, and life insurance plans, annual cash bonuses, and long-te…

Bank Of America

Leasing Credit Senior Officer Boston
Skills & Focus: financial analysis, underwriting, risk management, transaction structuring, due diligence, client focus, credit quality, approval process, negotiation, collaboration
About the Company: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Experience: 7+ years in commercial banking or finance industry
Salary: $120,400.00 - $200,000.00
Type: Full time
Benefits: Industry-leading benefits, access to paid time off, resources and support for employees.

Akoya

Sales Leader Boston
Skills & Focus: API-based network, financial institutions, data aggregation, sales strategies, consultative selling, commercial B2B, sales plan, relationship building, market awareness, SaaS provider
About the Company: Akoya is an API-based network backed by major financial institutions that creates a safer and more transparent way for people to safely send their personal fin…
Experience: 10+ years of successful sales experience in an established technology startup or commercial B2B, particularly in the banking/credit union and core/digital banking provider space.
Type: Full-time

Visa

Sales and Business Development Leader Boston
Skills & Focus: sales, business development, financial institutions, pipeline, territory management, negotiation, client engagement, payments, execution, strategy

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst Boston
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off

Catalant

Client Partner - Private Equity Boston
Skills & Focus: Client Partner, Private Equity, sales cycle, lead generation, deal conversion, project extensions, trusted advisor, business challenges, project delivery, client relationships
About the Company: Catalant, the pioneer of Consulting 2.0, has helped the biggest and best companies use independent consultants for their most important work for over 10 years.…

Citizens Bank

Citizens Banker Boston
Skills & Focus: customer relationship, financial advice, sales experience, communication, problem-solving, team collaboration, customer service, digital technology, financial solutions, branch banking
About the Company: Citizens Bank is a leading financial institution committed to providing banking, investment, and insurance solutions to help customers achieve their financial …
Experience: 2 years of sales and customer service experience
Salary: $24.50+/hour
Type: Full Time
Benefits: Comprehensive health care coverage, 401K with corporate match, tuition assistance, mental health programs, discounts on…
Citizens Banker Boston
Skills & Focus: customer relationships, financial solutions, sales experience, communication skills, problem-solving, digital technology, cash handling, team collaboration, banking transactions, financial goals
About the Company: Citizens Bank provides a wide range of financial services and aims to build lasting relationships with customers.
Experience: 2 years of sales and customer service experience
Salary: $24.50+/hour
Type: Full Time
Benefits: Comprehensive health care coverage, 401K with corporate match, tuition assistance, mental health programs, paid time of…

Cushman & Wakefield

Transaction Manager Boston
Skills & Focus: transaction management, financial analysis, lease transactions, property acquisitions, client documentation, deal tracking, communication skills, real estate modeling, organizational skills, CRM systems
Experience: 3+ years of experience in commercial real estate transactions, preferably with industrial property focus
Type: Full time

Ameriprise Financial

Registered Operations Leader Boston
Skills & Focus: leadership, client experience, financial plans, investment research, performance management, business results, revenue growth, compliance support, staffing needs, communication skills
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 5 - 7 years relevant experience required.
Type: Full-time

Fiserv, Inc.

Outside Sales Representative (B2B) Boston
Skills & Focus: B2B, sales, outreach, relationship management, consulting, lead generation, Financial Institutions, Clover, merchant operations, pipeline-building
About the Company: Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries.
Experience: 3+ years of sales experience; 2+ years cold-calling and independently sourcing leads.
Salary: $39,600.00 - $92,400.00
Type: Remote
Benefits: Medical, Vision and Dental Benefits; Wellness Program; 401k; Employee Stock Purchase Plans; Paid Time Away.

Vaco Llc

Client Services Manager Boston
Skills & Focus: Sales, Client Relationships, Revenue Generation, Project Management, Business Development, Prospecting, Collaboration, Bullhorn, Customer Focus, Results Oriented
About the Company: Vaco is an uncommon company with an empowered culture that has expanded to more than 40 locations since 2002. It is ranked the #1 Best Staffing Firm to Work fo…
Experience: 0 to 18 months
Salary: $55,000 - $85,000 USD
Type: Hybrid