Last updated: 2025-06-05
10 Financial Services Sales And Management jobs in Raleigh.
Hiring now: Lead Advisor @ Brighton J, New Business Associate @ Plaid, Production Manager @ Lennar, Client Engagement Associate @ Lincoln Fi, Client Service Associate Tamarac Reporti @ Envestnet, Sr Deal Desk Manager Americas @ Nutanix, Business Banking Relationship Manager Sb @ Bank Of Am. Explore more at at jobswithgpt.com
🔥 Skills
sales (2)
market share (2)
Deal Desk (2)
Sales Operations (2)
Revenue Operations (2)
lead advisor (1)
CFP® (1)
team-based environment (1)
client experience (1)
marketing (1)
📍 Locations
Raleigh (4)
Durham (4)
Morrisville (1)
Cary (1)
Brighton Jones
We are the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our mission goes …
Lead Advisor
Raleigh
- Skills: lead advisor, CFP®, team-based environment, client experience, marketing, business development, operations, compassion, curiosity, collaboration
- Experience: CFP® certification and a passion for helping clients
- Type: Full-time
Plaid
At Plaid, our mission is to unlock financial freedom for everyone. Plaid powers the tools millions of people rely on to live a healthier financial life and wor…
New Business Associate
Durham
- Skills: financial technology, sales, customer centric, goal-oriented, collaborative, fast-paced, inbound leads, opportunity qualification, revenue acquisition, business operations
- Type: Full-time
Lennar
Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Production Manager
Morrisville
- Skills: mortgage lending, supervisory, customer service, business origination, loan applications, team management, flexible schedule, real estate, pipeline management, client communication
- Experience: Three years mortgage lending experience: originating, processing, closing and underwriting FHA/VA/Conventional loans; at least one year in a full-charge supervisory/management capacity.
- Type: Full-Time
Lincoln Financial
Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial secu…
Client Engagement Associate
Raleigh
- Skills: Client Engagement, Retirement Plan Services, Sales, Relationship Management, Education, Training, Consultant, Plan Sponsor, Client Relationships, Financial Services
- Experience: 0 - 1+ Years experience in intermediary sales
- Type: Remote
- Salary: $50,000 - $60,000
Envestnet
Envestnet is transforming the way financial advice and wellness are delivered through innovative technology, solutions, and intelligence, supporting trillions …
Client Service Associate - Tamarac Reporting
Raleigh
- Skills: client support, financial reporting, technical support, training, customer satisfaction, issue management, finance industry, problem solving, relationship building, product knowledge
- Experience: 1+ years in financial services or related field
Lincoln Financial
Lincoln Financial helps people to confidently plan for their version of a successful future, focusing on products like annuities, life insurance, group protect…
Alternative Investment Sales Specialist Account Executive
Raleigh
- Skills: alternative investments, sales, wealth management, advisors, fund roadshows, field engagement, product development, market share, client relationships, compliance
- Experience: 3-5+ years in alternatives distribution
- Type: Full-time
- Salary: $190,000 - $480,000
Nutanix
Senior Deal Desk Manager, Americas
Durham
- Skills: deal desk, financial acumen, pricing strategies, sales teams, deal structuring, pricing models, finance, product management, customer ecosystem, market share
- Experience: 12+ years in Deal Desk, Sales Operations, or Revenue Operations role
- Salary: USD $124,800 - $248,400 per year
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.
Business Banking Relationship Manager (SB)
Cary
- Skills: financial solutions, sales opportunities, client journey, risk management, consultative sales, financial statements, relationship management, small business, CRM platforms, client portfolio
- Type: full_time
- Salary: {'min': None, 'max': None, 'period': '', 'currency': ''}
Nutanix
Senior Deal Desk Manager, Americas
Durham
- Skills: Deal Desk, Sales Operations, Revenue Operations, financial modeling, Excel, Salesforce, CPQ tools, BI platforms, communication skills, process improvement
- Type: full_time
- Salary: {'min': 124800.0, 'max': 248400.0, 'period': 'annual', 'currency': 'USD'}