31 Financial Services Sales And Management jobs in Miami.

Hiring now: Licensed Csr @ Idb, Trust Officer Ii To Ii @ Bank Of Am, Middle Market Relationshi @ Citizens, Analyst Structured Invest @ Icapital, Vice President Prod Origi @ Berkadia, Loan Sales Spec @ Onemain Fi, Branch Mgr @ Ameriprise, Bilingual Biz Development @ Shamrock T, Retirement Consultant @ Lincoln Fi, Account Mgr @ Renew Fina.Explore more at jobswithgpt.com.

🔥 Skills

Business Development (7) Customer Service (6) Sales (6) Financial Services (5) relationship management (5) Client Relationships (4) Commercial Banking (4) communication skills (4) negotiation (4) Collections (4)

đź“Ť Locations

Miami (12) Boca Raton (8) Fort Lauderdale (4) Aventura (2) Sunrise (2) Coconut Grove (1) Coral Gables (1) Miami Gardens (1)
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Idb

Licensed CSR Aventura
Skills & Focus: customer inquiries, case management, account maintenance, loan servicing, KYC process, communication, service level agreements, partnership, problem-solving, bank projects
Relationship Manager Aventura
Skills & Focus: Portfolio Management, Due Diligence, Client Engagement, Investment Strategies, Trade Execution, Performance Monitoring, Client Relationships, Spanish, Portuguese, Reporting

Bank Of America

Trust Officer II (TO II) Boca Raton
Skills & Focus: Fiduciary Administration, Investment Management, Business Development, Risk Management, Wealth Planning, Client Experience, Regulatory Compliance, Client Management, Financial Analysis, Trust Product Awareness
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. We do this by driving Responsi…
Type: Full-time

Citizens

Middle Market Relationship Manager III Boca Raton
Skills & Focus: Middle Market, Relationship Manager, Commercial Banking, Florida, Professional, Full Time, Client Management, Business Development, Portfolio Management, Financial Services
Experience: Professional
Type: Full Time
Middle Market Relationship Manager III Boca Raton
Skills & Focus: Commercial Banking, Relationship Management, Client Engagement, Financial Services, Business Development, Negotiation, Risk Management, Portfolio Management, Sales Strategy, Customer Service
About the Company: Citizens Bank offers a wide range of financial services, including banking, mortgage, and investment solutions.
Type: Full Time

Icapital

Analyst - Structured Investments Distribution Boca Raton
Skills & Focus: sales support, financial technology, financial markets, portfolio strategies, structured products, private markets, outbound calls, client service, relationship management, communication skills
About the Company: iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, a…
Experience: Sales and client service experience within financial services industry is a plus
Type: Full-time
Benefits: iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual perform…

Citizens

Middle Market Relationship Manager III Boca Raton
Skills & Focus: Commercial Banking, Professional, Middle Market, Relationship Manager, Banking Careers, Corporate Responsibility, Business Banking, Team Culture, Career Growth, Diversity
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full Time
Benefits: Comprehensive benefits and healthy habit support.

Berkadia

Vice President, Product Originations, Deal Management Boca Raton
Skills & Focus: deal management, loan transactions, team leadership, financial analysis, risk mitigation, pipeline management, customer service, Fannie Mae, GSE requirements, negotiation skills
About the Company: Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investmen…
Experience: Proven team leadership skills and abilities.
Benefits: Monthly paid volunteer hours, donation matching, Employee Resource Groups, fertility and family planning services, up t…

Citizens

Middle Market Relationship Manager III - Commercial Banking Boca Raton
Skills & Focus: Middle Market, Relationship Manager, Commercial Banking, Finance, Customer Service, Financial Analysis, Client Relations, Business Development, Team Collaboration, Risk Management
About the Company: Citizens provides a broad range of financial services to help individuals and businesses achieve their goals.
Experience: Professional
Type: Full Time
Benefits: Various benefits including health and financial wellness programs.

Berkadia

Vice President, Product Originations, Deal Management Boca Raton
Skills & Focus: agency deal activity, loan transactions, team leadership, customer service, financial analysis, risk mitigation, loan products, GSE requirements, deal metrics, negotiation
About the Company: Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investmen…
Experience: Proven team leadership skills and capabilities, detailed knowledge of deal structures and capital stacks specific to loan transactions.
Type: Full-time
Benefits: Monthly paid volunteer hours and donation matching, Employee Resource Groups, Fertility and family planning services, U…

Onemain Financial

Loan Sales Specialist Coconut Grove
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Trainee, Customer experience
About the Company: OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being …
Experience: Entry to Mid-Level
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Ameriprise Financial

Branch Manager Coral Gables
Skills & Focus: branch growth, coaching, recruiting, leadership, client acquisition, business planning, wealth management, sales activities, financial planning, culture development
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: 3 - 5 years of relevant work experience
Type: Full-time

Shamrock Trading Corporation

Bilingual Business Development - Financial Sales Fort Lauderdale
Skills & Focus: business development, sales, customer relationships, financial products, pipeline management, negotiation, cross-selling, multitasking, bilingual, solutions-based sales
About the Company: RTS Financial is part of Shamrock Trading Corporation, a family of brands in transportation, finance and technology. Shamrock offers a suite of transportation …
Experience: Bachelor’s degree and 2+ years of business development experience required; 5+ years preferred
Type: Full-time
Benefits: Medical: Fully paid healthcare, dental and vision premiums; Competitive PTO; Generous company 401(k) contributions; Ons…

Bank Of America

Business Banking Relationship Manager Fort Lauderdale
Skills & Focus: financial solutions, small business, relationship management, sales opportunities, consultative sales, client journey, financial statements, risk management, prospecting, CRM platforms
About the Company: Bank of America is guided by a common purpose to help make financial lives better through the power of every connection.
Type: Full-time
Benefits: Competitive benefits to support physical, emotional, and financial well-being.

Lincoln Financial

Retirement Consultant Fort Lauderdale
Skills & Focus: retirement planning, education, client service, plan participation, deferral rates, asset gathering, relationship management, retention efforts, cross partner, financial coaching
About the Company: 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…
Experience: 1 - 3+ Years’ experience in Retirement Plans
Salary: $80,000 - $100,000
Type: Remote
Benefits: Clearly defined career tracks, leadership development, virtual training opportunities, PTO/parental leave, competitive …

Renew Financial

Account Manager Fort Lauderdale
Skills & Focus: Sales, Client Relationships, Financing Applications, Customer Satisfaction, Program Support, Training, Collaboration, Consumer Finance, Salesforce, Communication Skills
About the Company: Renew Financial is the nation’s leader in affordable financing products for renewable energy and energy efficiency projects that help move America toward a cle…
Experience: 3-5 years of Sales experience working in the Financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries.
Type: Full-time

Intermex Wire Transfer Llc.

Director of Correspondent Banking Miami
Skills & Focus: Banking relationships, Cost saving solutions, Cash management, Treasury Management, Strategic Business Analysis, Bank and Client Relationship Management, Bank analysis, Due diligence, Banking products, Organizational skills
About the Company: Intermex Wire Transfer LLC. is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and hara…
Experience: 5+ years of relevant professional experience maintaining Company and Banking relationships

Apollo Global Management, Inc.

Internal Sales Professional Miami
Skills & Focus: Internal Sales, Financial Services, Client Relations, Fundraising, Salesforce, Wealth Management, Private Wealth, CRM, Investor Relations, Market Insights
About the Company: Apollo is seeking an Internal Sales Professional to support the Private Bank/Wirehouse Channel within its Global Wealth Management Solutions (GWMS) business.
Experience: 4 years minimum experience in financial services industry
Salary: $140k - $160k
Benefits: Eligible for discretionary annual bonus based on personal, team, and Firm performance.

Pinnacle Mortgage Corp.

Senior Loan Originator - Mortgage Lending Miami
Skills & Focus: Loan Officer, mortgage application, financial solutions, client relationships, loan processing, NMLS License, mortgage lending, compliance, financial objectives, business development
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
Salary: Commission + Bonus
Type: Full-Time
Benefits: Company matching 401K plan, continuous paid training opportunities, robust healthcare coverage including Medical, Denta…

Onemain Financial

Bilingual Loan Sales Specialist Miami
Skills & Focus: Sales, Collections, Loan Sales, Customer Service, Consumer Lending, Financial Solutions, Relationship Building, Customer Experience, Credit Underwriting, Financial Well-Being
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…
Bilingual Loan Sales Specialist - Flagler Miami
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Bilingual, Financial Services, Entry Level, Consumer Lending, Relationship Building, Loan Management
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-Time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Bunge

Credit Risk Intern Miami
Skills & Focus: credit application, credit reviews, commercial counterparties, quarterly credit, bad reserve processes, credit quality analysis, numerical skills, analytical skills, financial statements, communication skills
About the Company: Bunge is a world leader in sourcing, processing and supplying oilseed and grain products and ingredients. Founded in 1818, Bunge’s expansive network feeds and …
Experience: Currently studying towards a Bachelor’s degree or diploma
Type: Internship

Cushman & Wakefield

Senior Transaction Manager Miami
Skills & Focus: real estate, transaction management, client relationships, financial analysis, negotiation, portfolio management, commercial real estate, process management, strategic planning, communication skills
Experience: 5+ years of real estate experience in transactions management or corporate real estate
Type: Full time

Global Finance Ltd

Loan and Financial Services Provider Miami
Skills & Focus: loan, bank guarantees, BG, SBLC, letter of credit, trade finance, project funding, finance trader, non-collateral loan, investor
About the Company: Registered money lender and finance trader providing non-collateral loans and financial services.

Lincoln Financial

Retirement Consultant Miami
Skills & Focus: retirement planning, education, client service, plan participation, deferral rates, asset gathering, relationship management, retention efforts, cross partner, financial coaching
About the Company: 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…
Experience: 1 - 3+ Years’ experience in Retirement Plans
Salary: $80,000 - $100,000
Type: Remote
Benefits: Clearly defined career tracks, leadership development, virtual training opportunities, PTO/parental leave, competitive …

Mdm Hotel Group, Ltd.

Director of Group Sales Miami
Skills & Focus: group sales, client proposals, negotiation, customer satisfaction, sales strategy, business development, revenue management, market analysis, relationship management, financial management
About the Company: An independent franchisee operating JW Marriott Marquis Miami.
Experience: Minimum five years group sales experience in assigned territory.
Type: Full-Time
Benefits: Health Insurance, Dental and Vision, Paid Time Off, 401K, Parking and Metro Reimbursement, Travel Perks and Benefits, R…

Renew Financial

Account Manager Miami
Skills & Focus: Sales, Client Relationships, Financing Applications, Customer Satisfaction, Program Support, Training, Collaboration, Consumer Finance, Salesforce, Communication Skills
About the Company: Renew Financial is the nation’s leader in affordable financing products for renewable energy and energy efficiency projects that help move America toward a cle…
Experience: 3-5 years of Sales experience working in the Financial Services, HVAC, solar, Energy Efficiency and/or home improvement industries.
Type: Full-time

Apollo Global Management, Inc.

Internal Sales Professional Miami
Skills & Focus: Internal Sales, Wealth Management, Investor Relations, Fundraising, Client Relationships, Salesforce, Private Wealth, Customer Relationship Management, Financial Services, Alternative Investments
About the Company: Apollo is a global alternative investment manager and provides a range of investment solutions to its clients.
Experience: 2 years minimum experience in financial services
Salary: $90k-$120k
Benefits: Eligible for discretionary annual bonus based on personal, team, and Firm performance.

Onemain Financial

Bilingual Loan Sales Specialist Miami Gardens
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Entry level, Financial Sales, Credit
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time and Part-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Rebag

Digital Sales Manager Sunrise
Skills & Focus: CRM platforms, customer experience, sales targets, digital platforms, luxury fashion, clienteling tools, time management, communication skills, project planning, sustainability
About the Company: Rebag, the ultimate destination for buying and selling the most coveted designer handbags and accessories, is an e-commerce company reimagining the role of lux…
Experience: Luxury fashion experience in sales and have a knowledge of the luxury resale market.
Type: Full-time

Cognizant

Client Relationship Manager- Banking & FS Sunrise
Skills & Focus: Client Relationship Management, Consulting, Business Development, Stakeholder Engagement, P&L Management, Project Management, BFS Industry, Client Satisfaction, Revenue Growth, Contract Renewals
About the Company: Cognizant is one of the world's leading professional services companies, helping clients transform their business, operating, and technology models for the dig…
Experience: Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry.
Salary: $160,000-$180,000
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…