Last updated: 2025-06-28
54 Financial Services Sales And Management jobs in Charlotte.
Hiring now: Lead Advisor @ Brighton J, Money Transfer Sales Representative @ Idt, Relationship Manager @ Customers , Private Client Relationship Manager @ Citizens, Loan Sales Specialist @ Onemain Fi, Sr Operations Manager Servicing Collecti @ Figure, Loan Asset Management Associate @ Chatham Fi, Financial Advisor In Training @ Ameriprise, Sr Product Manager Deposit Products @ Ameriprise, Advisor Development Program Client Assoc @ Bank Of Am. Explore more at at jobswithgpt.com
🔥 Skills
Risk Management (5)
collaboration (3)
Business Development (3)
Wealth Management (3)
client relationships (3)
portfolio management (3)
Relationship Manager (2)
Customer Service (2)
Operations (2)
Technology (2)
📍 Locations
Charlotte (17)
Concord (1)
Rock Hill (1)
Huntersville (1)
Brighton Jones
We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their va…
Lead Advisor
Charlotte
- Skills: Wealth Alignment, client experience, marketing, business development, operations, collaboration, growth, client retention, team-based environment, compassion
- Experience: CFP® certification
- Type: Full-time
IDT
IDT is a leading communications and financial services company.
Money Transfer Sales Representative
Charlotte
- Skills: Money Transfer, Sales Representative, negotiating agreements, new markets, prospect, recruit agents, regional sales team, internal teams, identify prospects, high-performing group
Customers Bank
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, profess…
Relationship Manager
Concord
- Skills: Warehouse Lending, Relationship Manager, Business Opportunities, Term Sheets, Client Portfolio, Credit Actions, Confidentiality, Time Management, Communication Skills, Microsoft Outlook Office Suite
- Experience: 10+ years of experience in the Warehouse Lending space
- Type: Full-time
Citizens
Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture that supports our customers, colleagues, an…
Private Client Relationship Manager
Charlotte
- Skills: Private Client, Relationship Manager, Banking, Finance, Customer Service, Investment, Risk Management, Credit Analysis, Client Engagement, Business Development
- Type: Full-time
OneMain Financial
OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Loan Sales Specialist
Rock Hill
- Skills: Sales, Collections, Customer Service, Financial Sales, Loan Sales, Customer Care, Business Development, New Grad, Customer experience, Management Trainee
- Experience: Entry to Mid-Level
- Type: Full-time
Figure
Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We’re helping homeowners tap their liquidity easily, eff…
Senior Operations Manager - Servicing & Collections
Charlotte
- Skills: Operations Management, Mortgage Servicing, Customer Operations, Collections Strategy, Regulatory Compliance, Data Analysis, Team Development, Performance Analysis, Risk Management, Financial Services
- Experience: Minimum of ten (10) years in the financial service / consumer lending industry
- Type: Full-time
Chatham Financial
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provide…
Loan Asset Management Associate
Charlotte
- Skills: loan management, real estate, portfolio analytics, covenant testing, financial models, data management, client relationships, analytical dashboards, collaboration, risk management
- Experience: Minimum 3 years of working experience in real estate finance, real estate transaction law, asset management, or loan servicing.
- Type: Full-time
Ameriprise Financial
A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. The company operates in more than …
Financial Advisor in Training
Charlotte
- Skills: financial advising, licensing, client relationships, training, mentorship, phone-based, financial planning, product discussions, CRM, professional development
- Experience: High School diploma or equivalent; active SIE, Series 7, S63 or S66, S65 or S66, and Life/Health licenses or ability to obtain within specified timeframes.
- Type: Full-time
Ameriprise Bank
Ameriprise Bank is a fully digital bank that launched in 2019. It is a fast-growing start-up within Ameriprise Financial.
Senior Product Manager Deposit Products
Charlotte
- Skills: product management, bank deposits, financial services, consumer checking, savings accounts, CD accounts, marketing campaign management, stakeholder alignment, project execution, business requirements
- Type: full_time
Bank of America
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institu…
Advisor Development Program Client Associate
Charlotte
- Skills: Client Service, Financial Advisors, Securities Industry, Client Management, Investment Advice, Wealth Management, Operational Excellence, Client Advocacy, Training Programs, Networking
- Type: full_time
Cognizant
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. …
Client Relationship Manager, Insurance
Charlotte
- Skills: Client Relationship Management, Insurance, P&L Management, Stakeholder Communication, Business Development, Project Management, Application Development, Renewals and Extensions, Problem-Solving, Consulting
- Type: full_time
Wayflyer
Wayflyer offers capital solutions to consumer brands by providing rapid financing options tailored to their growth potential, using a unique technology platfor…
Credit Risk Manager
Charlotte
- Skills: credit risk, financing solutions, portfolio management, debt investments, e-commerce, financial analysis, collaboration, credit committee, stakeholder engagement, credit performance
- Type: full_time
Bank of America
Bank of America is a multinational investment bank and financial services company providing a variety of services including personal banking, wealth management…
Merchant Specialist
Charlotte
- Skills: Merchant Business, Payment Interfaces, Client Relationships, Sales Management, Portfolio Management, Consultative Selling, Analytical Skills, Payment Applications, C-level Sales, Retail Payments
- Type: full_time
loanDepot
loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDep…
Loan Consultant
Huntersville
- Skills: loan referrals, sales calls, real estate, loan pipeline, loan submission, rate sheets, negotiates rates, customer relationships, mortgage industry, digital commerce
- Type: full_time
Bank of America
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Senior Credit Underwriter
Charlotte
- Skills: financial analysis, commercial lending, underwriting, credit risk, portfolio management, negotiation, custom lending, client relationships, credit documentation, deal structuring
- Type: full_time