Last updated: 2025-06-06

21 Financial Services Sales And Management jobs in Houston.

Hiring now: Money Transfer Sales Representative @ Idt, Originator @ Institutio, External Wholesaler Moneyguard @ Lincoln Fi, Branch Manager @ Ameriprise, Underwriting Technical Specialist Constr @ Argo, Onestream Engagement Lead @ Spaulding , Mortgage Consultant @ Orchard, Negotiations Specialist @ Beyond Fin, Commercial Credit Manager Ii @ Bank Of Am, Financial Planning Client Operations Spe @ Pennington. Explore more at at jobswithgpt.com

🔥 Skills

relationship management (5) compliance (4) customer service (4) customer experience (4) financial products (4) financial services (3) team collaboration (3) teamwork (3) Sales Representative (2) debt (2)

📍 Locations

Houston (19) Sugar Land (1) League City (1)

IDT

IDT is a leading communications and financial services company.

Money Transfer Sales Representative

Houston

  • Skills: Sales Representative, Money Transfer, Communications, Financial Services, Negotiating Agreements, Target New Markets, Travel to Prospect, Recruit New Agents, Regional Sales Team, Internal Teams

Institutional Property Advisors (IPA)

A division of Marcus & Millichap, Inc. (NYSE: MMI) specializing in capital markets services.

Originator

Houston

  • Skills: sourcing, debt, equity, capital transactions, commercial banks, bridge loans, construction loans, capital markets, client liaison, transaction oversight
  • Type: Full-time

Lincoln Financial

Lincoln Financial Group helps people to plan, protect and retire with confidence. As of Dec. 31, 2023, approximately 17 million customers trust our guidance an…

External Wholesaler - MoneyGuard

Houston

  • Skills: external sales, financial services, business plan, sales goals, brokerage sales, relationship management, sales revenue, market share, compliance, communication skills
  • Experience: 3-5 years’ external sales experience in the financial services industry
  • Type: Remote
  • Salary: $190,000 - $480,000

Ameriprise Financial

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…

Branch Manager

Sugar Land

  • Skills: branch management, recruiting, business growth, coaching, leadership, client experience, sales activities, culture development, compliance, financial services
  • Experience: 3 - 5 years of relevant work experience
  • Type: Full-time

Argo Group

Argo Group is a leader in specialty insurance with a vibrant culture built on respect, equality, wellness and opportunity. We’re an innovative organization tha…

Underwriting Technical Specialist, Construction, Middle Market

Houston

  • Skills: underwriting, portfolio management, broker relations, market analysis, analytical skills, customer service, presentation skills, business plan, performance management, technical skills
  • Experience: 8 years underwriting experience

Spaulding Ridge

Spaulding Ridge is an advisory and IT implementation firm that helps global organizations gain financial clarity on complex operational decisions, impacting pr…

OneStream Engagement Lead

Houston

  • Skills: Engagement Lead, Financial Close, Client Relationship, Business Transformation, Project Management, Sales, Cloud Solutions, Account Reconciliations, Financial Reporting, OneStream
  • Experience: Proven experience as an engagement/project manager in technology or management consulting

Lincoln Financial

Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…

Relationship Management Specialist, Local Market Account Management

Houston

  • Skills: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
  • Experience: 1 - 3+ Years
  • Type: Hybrid/Flexible
  • Salary: $53,500 - $96,300

Orchard

Orchard is radically simplifying the way people buy and sell their homes, offering innovative home search tools and personalized online dashboard for customers.

Mortgage Consultant

Houston

  • Skills: lending, customer service, relationships, financing solutions, pre-approvals, consultative sales, mortgage, Equity Advance loan, pipeline management, team collaboration
  • Experience: At least 3+ years experience with lending experience and an active NMLS license or registered (Texas required)
  • Type: Full-time

Beyond Finance

At Beyond Finance, we've made it our mission to help everyday Americans escape the endless cycle of crippling debt and step into a brighter financial future. T…

Negotiations Specialist

Houston

  • Skills: negotiation, debt, client relations, finance, communication, time management, technology, CRM, savings, teamwork
  • Type: Full-time
  • Salary: $21 - $21 USD

Bank of America

Bank of America is a leading financial institution offering financial products and services to individuals, small businesses, and large corporations. They focu…

Commercial Credit Manager II

Houston

  • Skills: Credit Underwriting, Leadership, Portfolio Management, Risk Management, Employee Development, Communication, Negotiation, Asset Quality, Client Solutions, Diversity & Inclusion
  • Experience: 12+ years of Commercial Banking Credit Experience, 3+ years’ experience managing a credit team
  • Type: Full-time

Pennington Wealth Management

Founded by Darrell Pennington in 1996, Pennington Wealth Management is a respected name in the wealth advising industry, recognized by Forbes, Barron’s, and ot…

Financial Planning Client Operations Specialist

Houston

  • Skills: client relations, operational excellence, client meetings, reports, visual aids, financial advisors, team collaboration, process refinement, customer experience, compliance
  • Experience: Minimum of six months in a similar industry
  • Type: Full-time
  • Salary: $50,000 to $75,000 per year

ServiceNow

Client Executive

Houston

  • Skills: business development, relationship management, solution sales, executive relationships, client strategy, team leadership, customer experience, financial targets, renewals, professional services

Lincoln Financial

Lincoln Financial is a financial services company focusing on products like annuities, life insurance, and retirement plans, with a history of 120 years.

Alternative Investment Sales Specialist Account Executive

Houston

  • Skills: alternative investments, sales, wealth management, advisors, fund roadshows, client relationships, market share, cross sell, education, compliance
  • Experience: 3-5+ years in alternatives distribution
  • Type: Full-time
  • Salary: $190,000 - $480,000

Unknown

Branch Associate

Houston

  • Skills: member service, financial products, accounts, transactions, problem-solve, training, career growth, volunteer events, branch operations, community outreach
  • Type: Full-time

Texas Car Title & Payday Loan Services, Inc

Sales Representative (bilingual)

Houston

  • Skills: consumer finance, sales calls, customer service, Title Loans, Payday Loans, Sales Representative, bilingual, teamwork, pre-employment screenings, financial products
  • Type: full_time
  • Salary: {'min': 1273.0, 'max': 1395.0, 'period': 'hourly', 'currency': 'USD'}

Bank of America

Bank of America is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Wealth Management Client Associate – Advisor Development Program

Houston

  • Skills: Wealth Management, Client Associate, Financial Advisor, Securities Industry licenses, Client Service Support, Operations Excellence, Client Advocacy, Business Development, Network Growth, Proactive Mindset
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Jet Linx Aviation

Director, Jet Card Sales (Outbound)

Houston

  • Skills: client acquisition, sales growth, cold outreach, lead generation, relationship building, consultative sales experience, high-net-worth individuals, CRM management, sales technology tools, community engagement
  • Type: full_time
  • Salary: {'min': 55000.0, 'max': 65000.0, 'period': 'annual', 'currency': 'USD'}

OneMain Financial

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …

Dealer Relationship Rep - Houston, TX

Houston

  • Skills: dealer relationship, business development, credit lending, sales targets, market analysis, loan origination, relationship management, customer support, auto industry, financial services
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}

Texas Car Title & Payday Loan Services, Inc

Sales Representative

League City

  • Skills: consumer finance, sales representative, inbound and outbound sales, financial products, customer service, teamwork, phone sales, lending, collections, basic math
  • Type: full_time
  • Salary: {'min': 12730.0, 'max': 13950.0, 'period': 'monthly', 'currency': 'USD'}

Pilot Company

Pilot Company is an industry-leading network of travel centers with more than 30,000 team members and over 750 retail and fueling locations in 44 states and si…

Commercial Trade Manager

Houston

  • Skills: Energy Commodity Trading, Hedging, Cash Markets, Futures Markets, Process Improvements, Analytical Skills, Commercial Goals, Risk Management, P&L Reporting, Compliance
  • Type: full_time
  • Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}