13 Financial Services Sales And Management jobs in Raleigh.

Hiring now: Actiflo Prod Mgr @ Veolia Wat, Client Relationship Mgr L @ Cognizant, New Biz Associate @ Plaid, Lead Advisor @ Brighton J, Production Mgr @ Lennar, Biz Sales Consultant @ Fiserv, Sales Leader @ Akoya, Investment Management Ops @ Envestnet, Branch Mgr @ Ameriprise, Loan Sales Spec @ Onemain Fi.Explore more at jobswithgpt.com.

🔥 Skills

Consulting (3) Business Development (3) Communication Skills (3) sales (3) risk management (2) Client Relationship Management (2) P&L Management (2) Stakeholder Engagement (2) Client Satisfaction (2) Project Management (2)

đź“Ť Locations

Raleigh (6) Durham (4) Cary (1) Morrisville (1) Wake Forest (1)
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Veolia Water Technologies, Inc.

ACTIFLO Product Manager Cary
Skills & Focus: ACTIFLO technology, product management, technical support, budget management, risk management, market development, sales forecasts, competitive analysis, negotiation skills, business opportunities
About the Company: Veolia Water Technologies focuses on providing separation technologies.

Cognizant

Client Relationship Manager - LifeSciences Durham
Skills & Focus: Client Relationship Management, P&L Management, Consulting, Stakeholder Engagement, Problem-Solving, Business Development, Client Satisfaction, Project Management, Communication Skills, Lifesciences Industry Trends
About the Company: Cognizant is one of the world’s leading professional services companies, helping clients become data-enabled and data-driven in the digital era.
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
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…

Plaid

New Business Associate Durham
Skills & Focus: financial technology, sales, customer centric, goal-oriented, collaborative, fast-paced, inbound leads, opportunity qualification, revenue acquisition, business operations
About the Company: 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…
Type: Full-time
Benefits: #LI-Hybrid

Cognizant

Client Relationship Manager - LifeSciences Durham
Skills & Focus: Client Relationship Management, Life Sciences, Consulting, P&L Management, Stakeholder Engagement, Business Development, Client Satisfaction, Problem Solving, Project Management, Communication Skills
About the Company: Cognizant is one of the world’s leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-b…
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
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…

Brighton Jones

Lead Advisor Durham
Skills & Focus: lead advisor, CFP®, team-based environment, client experience, marketing, business development, operations, compassion, curiosity, collaboration
About the Company: 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 …
Experience: CFP® certification and a passion for helping clients
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Lennar

Production Manager Morrisville
Skills & Focus: mortgage lending, supervisory, customer service, business origination, loan applications, team management, flexible schedule, real estate, pipeline management, client communication
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
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
Benefits: Health insurance plans, including Medical, Dental, and Vision coverage, 401(k) Retirement Plan with a $1 for $1 Company…

Fiserv, Inc.

Business Sales Consultant Raleigh
Skills & Focus: Sales, Technology, Client Relationships, B2B, Lead Generation, Consulting, Revenue Growth, Clover, Payments, Fintech
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: 1+ years of experience in a quota-driven, self-sourcing sales environment.
Type: Full-time
Benefits: Medical, Vision and Dental Benefits, 401k, Employee Stock Purchase Plans, Time Off Program.

Akoya

Sales Leader Raleigh
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

Plaid

New Business Associate Raleigh
Skills & Focus: financial technology, sales, customer centric, goal-oriented, collaborative, fast-paced, inbound leads, opportunity qualification, revenue acquisition, business operations
About the Company: 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…
Type: Full-time
Benefits: #LI-Hybrid

Envestnet

Investment Management Operations Specialist Raleigh
Skills & Focus: Investment Operations, Client Engagement, Portfolio Monitoring, Performance Attribution, Trading Execution, Collaboration, Portfolio Design, Compliance, Communication Skills, Financial Services
About the Company: Envestnet is transforming the way financial advice is delivered through its connected technology, advanced insights, and asset management solutions, backed by …
Experience: Bachelor’s degree: concentrations in Economics, Finance or related disciplines desired.
Type: Hybrid
Benefits: Health Benefits (Health/Dental/Vision), Paid Time Off (PTO) & Volunteer Time Off (VTO), 401K – Company Match, Annual Bo…

Brighton Jones

Lead Advisor Raleigh
Skills & Focus: lead advisor, CFP®, team-based environment, client experience, marketing, business development, operations, compassion, curiosity, collaboration
About the Company: 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 …
Experience: CFP® certification and a passion for helping clients
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Ameriprise Financial

Branch Manager Raleigh
Skills & Focus: business growth, leadership, sales, client acquisition, financial planning, coaching, recruitment, P&L management, advisor training, risk management
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

Onemain Financial

Loan Sales Specialist Wake Forest
Skills & Focus: Sales, Collections, Customer Service, Loan Sales, Financial Sales, Management Trainee, Customer Experience, Financial Representative, Business Development, Entry Level
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, 401(k) matching, Employee Stock Purchase Plan, tuition reimbursement, paid time off (15 d…