Last updated: 2025-06-06

197 Financial Services Sales And Management jobs in Remote - United States.

Hiring now: Institutional Sales Representative @ Anchorage , Inside Broker @ Anzen, Loan Officer @ Better, Tax Manager @ Cfgi, Sr Financial Advisor @ Farther, Loan Officer @ Homeward, Product And Regulatory Counsel @ Mercury, Marketing Strategist Financial Marketing @ Paypay, Chief Revenue Officer @ Ondo Finan, Regional Vice President @ Protective. Explore more at at jobswithgpt.com

🔥 Skills

business development (13) sales (13) financial services (11) client relationships (8) Fintech (7) compliance (6) relationship management (6) relationship building (5) Loan Officer (5) fintech (5)

📍 Locations

United States (82)

Anchorage Digital

Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Institutional Sales Representative

United States

  • Skills: digital asset platform, crypto, institutions, custody, trading, settlement, blockchain, Institutional Sales, business development, financial services

Anzen

Anzen is a team of technology and insurance professionals with years of experience building enterprise software, insurtech, underwriting, and insurance distrib…

Inside Broker

United States

  • Skills: Inside Broker, Executive Risk, Cyber, Professional Liability, market insight, relationships, retail agents, complex risks, wholesale market, insurance solutions

Better

Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner, leveraging creative technology and innovation …

Loan Officer

United States

  • Skills: home finance, mortgage, lending, financial journey, loan process, approachable lending, transparency, community-based, innovation, customer service
  • Experience: 2+ years in mortgage lending
  • Type: Full-time

CFGI

CFGI's unique client base of venture/PE-backed privately held companies to global multi-billion dollar fortune 500 Companies provides for a unique environment …

Tax Manager

United States

  • Skills: R&D tax credits, Orphan Drug Credit, client interviews, technical R&D tax credit issues, statutory requirements, tax regulations, exam defense experience, Accounting Methods, Tax Credits, business development activities
  • Experience: Four plus years of relevant public accounting/or corporate tax experience with significant exposure to R&D Tax Credit projects and related activities.

Farther

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience…

Senior Financial Advisor

United States

  • Skills: Senior Financial Advisor, wealth management, client-first business, prospecting, client relationships, investment products, financial advice, personal finance, CFA, CFP certification
  • Experience: Proven track record of success in acquiring new wealth management relationships; Existing transferrable client base
  • Type: Remote and Hybrid Work
  • Salary: Top of the industry payouts

Homeward

Homeward aims to take the “what ifs” out of homebuying by creating financial products that buyers and sellers use to get certainty and convenience in the real …

Loan Officer

United States

  • Skills: Loan Officer, mortgage experience, customer experience, lead conversion, agency conforming loans, FHA, VA loans, pipeline management, Desktop Underwriter, sales mentality
  • Experience: 3+ years of experience originating FNMA, FHLMC, FHA, VA and Non-Conforming (Jumbo) mortgages
  • Type: Full-time
  • Salary: Average OTE expected to be $130K+

Mercury

Since 2019, Mercury has been on a mission to reinvent banking for the modern age. We blend elegant design, cutting-edge technology, and collaborative partnersh…

Product and Regulatory Counsel

United States

  • Skills: financial services, product and regulatory counsel, compliance, fintech, banking, lending, payments, legal experience, credit products, regulatory strategy
  • Experience: 5+ years of legal experience in fintech, banking, lending, or payments
  • Type: Full-time
  • Salary: $232,700 - $246,400 USD (for specific cities) / $209,400 - $221,800 USD (outside specific cities)

PayPay

PayPay is a fintech company that has surpassed 65 million users since its service launch in 2018. It consists of diverse members from approximately 50 countrie…

Marketing Strategist - Financial Marketing Division

United States

  • Skills: marketing strategy, market introduction (GTM), consumer service, data-driven marketing, financial services, marketing plan, promotion campaign, business Japanese skills, project management, financial regulations
  • Experience: Experience with market introduction (GTM) and practical experience in marketing strategy and planning
  • Type: Full-time
  • Salary: Annual salary system (including fixed overtime)

Ondo Finance

Ondo Finance provides institutional-grade, blockchain-enabled investment products and services, with a technology arm developing decentralized finance technolo…

Chief Revenue Officer

United States

  • Skills: Blockchain, DeFi, Revenue Strategy, Sales Organization, Client Relationships, Performance Management, KPI Monitoring, Sales Frameworks, Growth Rate, Market Trends
  • Experience: 10-15 years in sales or business development, significant experience in financial services, blockchain or DeFi, 3 years building and managing revenue teams, leading global teams, driving revenue growth
  • Type: Full-time
  • Salary: Competitive compensation including salary, future token rights, and/or equity

Protective Life

Protective Life is an insurance company focusing on providing financial protection solutions, particularly in the annuities market.

Regional Vice President

United States

  • Skills: annuity wholesaler, distribution group, regional business plan, financial institutions, sales management, activity requirements, advisor relationships, sales goals, State Life and Health License, FINRA Series 6 and 63
  • Experience: 5+ years of experience in annuity wholesale distribution
  • Type: Full-time
  • Salary: competitive compensation package including base salary and uncapped commission plan

Lead

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, M…

Principal Product Manager/ Product Lead

United States

  • Skills: Banking as a Service, embedded financial products, user first mindset, next generation platform, credit and lending, FDIC-insured, regulatory landscape, automated compliance, program management, first principles thinking
  • Experience: Highly analytical, experience in product management
  • Type: Full-time

Paxos

Paxos rebuilds the world’s financial infrastructure with blockchain technology, enabling instant movement of assets in a trustworthy way. They provide services…

Senior Product Manager - Payments and Utility

United States

  • Skills: Product Strategy, Stablecoin solutions, Payments infrastructure, Cross-border payments, Payment processors, B2B software, Fintech, Blockchain technology, Revenue growth, Customer-centric solutions
  • Experience: 12+ years in a Product Management role, ideally at a B2B software company
  • Type: Full-time
  • Salary: $208,781 - $281,792 USD

Lendbuzz

Lendbuzz develops innovative technologies that provide underserved and overlooked borrowers with better access to credit, built around a commitment to diversit…

Collections Coordinator

United States

  • Skills: collections, delinquent payments, auto loan accounts, financial opportunity, personalized, innovative technologies, underserved borrowers, critical thinking, team member, diversity

Homeward

Homeward aims to take the “what ifs” out of homebuying by creating financial products that buyers and sellers use to get certainty and convenience in the real …

Deals Structuring Manager

United States

  • Skills: deal structuring, property valuation, market analysis, risk management, collaboration, financial products, underwriting, customer retention, property conditions, business strategy
  • Experience: 3+ years of combined experience in residential property underwriting, valuations, inspection reviews, or related fields
  • Type: Full-time
  • Salary: $85,000 base + variable earnings

Protective Life

Regional Vice President - Annuity Wholesaler

United States

  • Skills: annuity, wholesaler, sales, financial institutions, distribution, business plan, relationship management, sales management, territory management, advisor relationships
  • Experience: 5+ years of experience in annuity wholesale distribution
  • Type: Full-time
  • Salary: competitive compensation package

Aflac

Aflac, a Fortune 500 company, is an industry leader in voluntary insurance products that pay cash directly to policyholders and one of America's best-known bra…

PLADS Group Underwriter III

United States

  • Skills: underwriting, customer service, Life/Disability, policies and procedures, risk assessment, compliance, data analysis, technical support, relationship management, team culture
  • Experience: 5 years of experience in the Underwriting area or an equivalent combination of education and experience
  • Type: Remote
  • Salary: $48,000 - $110,000

Invesco

Divisional Associate

United States

  • Skills: asset management, sales, strategy, internal sales, consultative process, mentorship, leadership, client responsibilities, professional growth, networking

Better

Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner.

Senior Mortgage Underwriter

United States

  • Skills: mortgage, underwriting, risk decisions, borrower financials, credit information, property valuations, collaboration, loan process, technical challenges, operational challenges
  • Experience: strong government loan experience

Citizens

Citizens is a leading financial institution committed to building a diverse and inclusive culture and supporting community development.

Business Banking Relationship Manager II

United States

  • Skills: Business Banking, Relationship Manager, Financial Services, Client Relationship, Commercial Lending, Consultative Selling, Account Management, Customer Service, Credit Analysis, Financial Analysis
  • Type: Full-time

ING

ING is a global bank that provides financial services to clients in various segments including self-employed, micro, SME, and mid-corporates.

Regional Director Guided & Relationship Banking NE NL

United States

  • Skills: Regional Director, Guided Banking, Relationship Banking, sales, P&L, customer experience, stakeholder management, financial services, commercial strategy, transformation
  • Experience: 10+ years in a commercial role, leading sales professionals
  • Type: Full-time
  • Salary: €9,872 - €15,557 gross per month based on 36 hours

Paxos

Today’s financial infrastructure is archaic, expensive, inefficient and risky — supporting a system that leaves out more people than it lets in. So we’re rebui…

Product Lead for Brokerage

United States

  • Skills: product vision, strategy, crypto brokerage, market trends, product roadmap, customer needs, adoption, revenue growth, liquidity, compliance
  • Experience: 12+ years in a Product Management role
  • Salary: $208,781 — $281,792 USD

Avenue One

Avenue One is a service platform and marketplace that enables investors to access single-family rental residential assets by connecting an ecosystem of local p…

Director - Homebuilder Finance

United States

  • Skills: real estate development, construction lending, A&D loans, landbanking, project management, financial analysis, risk assessment, relationship management, market analysis, portfolio management
  • Experience: 10 years + experience in real estate development, construction lending, or related fields
  • Salary: $175,000 - $230,000 USD

Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices.

Associate Wealth Advisor

United States

  • Skills: wealth management, financial planning, client service, investment planning, insurance reviews, estate planning, analytical skills, communication skills, CRM knowledge, collaborative
  • Experience: Three years of experience working in the wealth management industry preferred, with one year as a minimum
  • Type: Full-time

BlackCloak

BlackCloak’s mission is to protect corporate executives and high-profile individuals in their personal lives, mitigating risks to their families, companies, re…

Enterprise Relationship Manager

United States

  • Skills: Enterprise Relationship Management, client satisfaction, client retention, business needs, relationship building, impactful change, key clients, proactive engagement, client success, risk mitigation

Public

Public is an investing platform that makes building a multi-asset portfolio fast, frictionless, and secure. Members can trade stocks, options, bonds, and crypt…

Member Operations and Experience Specialist - Trading

United States

  • Skills: Member Support Specialist, financial services, licensed, customer experience, technology, service, creative problem solver, financial industry expertise, options experience, margin experience
  • Experience: 4+ years

Anchorage Digital

Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Member of Client Operations, Custody

United States

  • Skills: operations, client transactions, custody operations, client experience, transaction reviews, operational processes, cross-functional teams, transaction approvals, institutional clients, product features

Xsolla

Xsolla is a global e-commerce organization that services the gaming industry with a robust and powerful set of tools and services. As an innovative leader in g…

Global Banking and Payments Director

United States

  • Skills: global banking relationships, financial payments, growth, banking operations, payment infrastructure, internal teams, banking partners, relationship management, international bank accounts, financial operations

Affirm

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compound…

Senior Staff Engineer

United States

  • Skills: capacity planning, load testing, engineering infrastructure, collaboration, innovation, cluster management, mentorship, technical strategy, Fintech, B2C
  • Experience: 12+ years software engineering experience
  • Salary: USA base pay range (CA, WA, NY, NJ, CT) per year: $260,000 - $310,000; USA base pay range (all other U.S. states) per year: $232,000 - $282,000

Earned Wealth

Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices, integrating personal and practice-based soluti…

Client Development Associate

United States

  • Skills: client development, lead generation, sales target, business development, fiduciary, relationship building, CRM, team-oriented, technology-driven, financial services
  • Experience: 3+ years in business development at a Fintech company or RIA
  • Type: Full-time

protective

We help protect our customers against life’s uncertainties.

Client Wealth Building Programs Manager

United States

  • Skills: customer service, wealth development accounting, problem-solving, long-term relationships, affluent clients, C Level executives, distribution partners, Field Sales, solutions delivery, excellent service

Cognizant Technology Solutions

Cognizant Technology Solutions is one of the world’s leading professional services companies, redefining customers’ business, operating, and technology models …

Sales Associate Relationship Manager

United States

  • Skills: sales, client relationships, project management, consultative sales, technology solutions, financial performance, industry expertise, proactive ideas, cross-cultural team, problem-solving
  • Experience: Minimum of an MBA degree with 2+ years of work experience
  • Type: Full-time
  • Salary: $115,000.00

Cognizant

Cognizant is one of the world's leading professional services companies, transforming clients' business, operational and technological models for the digital e…

Client Relationship Manager--Banking & FS

United States

  • Skills: Client Relationship Management, Banking & Financial Services, P&L Management, Client Satisfaction, Stakeholder Engagement, Problem Solving, Business Development, Project Management, Communication Skills, Team Leadership
  • 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, within BFS vertical.
  • Type: Full-time

Alpaca

Alpaca is a US California headquartered brokerage infrastructure technology company and self-clearing broker-dealer, delivering execution and custody solutions…

Fixed Income Trader & Operations Associate II

United States

  • Skills: fixed income, trade execution, settlements, corporate actions, regulatory requirements, operations, compliance, client communication, SQL, organizational skills
  • Experience: Minimum of 5 years in the fixed income industry.
  • Type: Full-time

Airwallex

Airwallex is the only unified payments and financial platform for global businesses. Powered by our unique combination of proprietary infrastructure and softwa…

Account Manager, SME & Growth

United States

  • Skills: account management, sales, payments, client relationships, customer satisfaction, integrations, payment processing, fintech, API, data analysis
  • Experience: 3+ years of experience in account management or sales, within the fintech or payments industry
  • Type: Full time
  • Salary: $96K – $150K

Fiserv, Inc.

Fiserv is a global leader in Fintech and payments, connecting financial institutions, corporations, merchants, and consumers swiftly and securely.

Sales Representative

United States

  • Skills: Sales, Innovation, Consultative Selling, Lead Generation, Relationship Management, Business Development, Fintech, Merchant Solutions, Clover, Transformative Technology
  • Experience: 3+ years of sales experience, particularly in consultative and relationship-driven roles.
  • Type: Full-time

Figure Markets

Figure Markets is democratizing finance through blockchain, building a decentralized custody marketplace for crypto, stocks, bonds, and more. It is founded by …

Senior Associate, Business Development

United States

  • Skills: business development, cryptocurrency, sales, blockchain, trading platforms, stablecoin, client relationships, prospecting, consultative sales, finance
  • Experience: 4+ years of hands-on experience in Cryptocurrency sales roles
  • Type: Full-time

Horace Mann Educators Corporation

We're the country's most comprehensive multiline insurance and financial services company serving educators.

Insurance Agent

United States

  • Skills: insurance, financial services, educators, commission, performance-based, relationship-building, client service, networking, market access, sales
  • Experience: 2-4 years of experience in the insurance and financial services industry preferred

Hawk

Hawk is the leading provider of AI-supported anti-money laundering and fraud detection technology. Banks and payment providers globally are using Hawk’s powerf…

Solutions Consultant

United States

  • Skills: Solutions Consulting, Implementation, Customer Success, Financial Institutions, Fraud Detection, Anti-Money Laundering, Consultative Approach, Risk Assessment, Client Relationships, Technical Product Management
  • Experience: 7-10 years
  • Type: Full time
  • Salary: $145K – $175K

Moody's

At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We strive to create an inclusive environment where everyone feels…

Sr Industry Expert - Corporate Accounts - Consumers/Auto

United States

  • Skills: Corporate Accounts, Consumers, Sales, Business Development, Client Relationships, Market Opportunities, Senior Stakeholders, Industry Events, Risk Perceptions, Market Intelligence
  • Experience: 10-12 years of industry experience
  • Type: Full-time
  • Salary: $170,000 - $220,000

Remote

Remote is solving global remote organizations’ biggest challenge: employing anyone anywhere compliantly. We make it possible for businesses big and small to em…

Treasury Manager, FX and Trade Finance

United States

  • Skills: Treasury Manager, FX, Trade Finance, Hedging strategies, Risk management, FX trading operations, Analytical abilities, Problem-solving, Communication skills, Project management
  • Experience: 6+ years
  • Type: Full-time
  • Salary: $42,700 - $96,050

Setpoint

Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it …

Capital Solutions Manager

United States

  • Skills: fintech, debt capital markets, clients, analytical skills, problem-solving, Excel, onboarding, operational processes, legal agreements, customer communication
  • Experience: 4-7 years of FP&A, asset backed lending or debt capital market experience
  • Type: Full-time
  • Salary: $95,000 - $150,000

Vaco LLC

Vaco is an accounting and finance agency that has expanded to more than 40 locations, offering an empowered culture for talented innovators seeking a collabora…

Accounting and Finance Agency Recruiter

United States

  • Skills: recruitment, candidate management, sales collaboration, job orders, customer relationships, performance objectives, Bullhorn, business development, cross-selling, results-oriented
  • Experience: 0 – 24 months of experience in audit, tax, and/or public accounting or directly relevant experience highly preferred.
  • Type: Remote
  • Salary: $60,000 - $70,000 USD

Saama Technologies Inc

Saama (A Carlyle Portfolio Company) focuses on the specific needs of pharmaceutical & biotech companies, delivering transformative business outcomes. The combi…

Principal, Client Partner (Insurance)

United States

  • Skills: client relationship, business development, data and analytics, insurance, BFSI, sales, account management, revenue target, lead generation, client success
  • Experience: 15+ years of relevant experience in client relationship and engagement management roles

WOO X

WOO X is a global centralised crypto futures and spot trading platform offering best-in-class liquidity and price execution. WOO X has an average daily volume …

Global Business Development Manager (Card Team)

United States

  • Skills: business development, credit card, payments, financial services, partnerships, customer experience, market trends, transaction volume, negotiations, regulatory compliance
  • Experience: 4+ years of proven experience in business development, partnerships, or sales within the credit card, payments, or financial services industry.

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…

Director, Creditor Relationships

United States

  • Skills: strategic, relationship management, data analysis, communication skills, financial services, stakeholder management, onboarding, operational coordination, cross-functional leadership, insights
  • Experience: 7+ years of experience in financial services, relationship management, business development, or a related strategic role.
  • Type: Full-time

Safi

Our company is at an inflection point - shifting from a Trafigura/Glencore trading model participating in commodity markets to a scalable, asset-light managed …

Commodity Trader - LatAm Supply (Metals)

United States

  • Skills: commodity trading, sales trader, account management, liquidity, trading model, customer issues, lead generation, nurturing accounts, financial transactions, technology solutions
  • Experience: 2+ years experience with trading recyclates, commodities or the recycling industry generally - ideally buying metals.
  • Type: Full time

CAIS

CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and tr…

Alternative Investments Product Specialist

United States

  • Skills: client relationships, investment products, hedge funds, private equity, structured solutions, presentations, client service, sales campaigns, product marketing, manager due diligence
  • Experience: 5+ years of external sales experience in the alternatives space
  • Type: Remote
  • Salary: $150,000 - $200,000

Synctera

At Synctera, we’re powering the future of FinTech. We help companies create new revenue streams and enhance their value proposition with FinTech apps and embed…

Senior Sales Executive

United States

  • Skills: FinTech, BaaS, sales cycle, partner institutions, bank stakeholders, APIs, compliance, technical partnerships, financial institutions, embedded finance
  • Experience: 4 to 7+ years
  • Type: Full-time
  • Salary: $150,000

Trilitech

At Trilitech, we drive innovation in Web3 by empowering developers and creators to build pioneering solutions on the Tezos blockchain. Our expertise spans core…

Institutional Sales Lead

United States

  • Skills: institutional investors, blockchain, sales, business development, network, crypto, financial services, communication, presentation skills, negotiation
  • Experience: Proven sales or business development experience in crypto, blockchain, or financial services
  • Type: Full time
  • Salary: Competitive salary with substantial incentive schemes

Corix Insurance

Corix Insurance is a next-generation managing general agent (MGA) built for innovation, providing proprietary insurance solutions designed for the unique chall…

Portfolio Underwriting Manager - Enterprise

United States

  • Skills: Portfolio Management, Underwriting, Cyber Insurance, Professional Liability, P&C Insurance, GWP Growth, Loss Ratio, Strategic Management, Data-Driven Insights, Insurance Solutions
  • Experience: 8+ Years of Experience in Underwriting Cyber, Management and/or Professional Liability lines
  • Type: Full time
  • Salary: $160,000 to $190,000 per year

Clutch

Clutch is a revolutionary vertical SaaS company, proudly backed by Andreessen Horowitz (A16z), aimed at revolutionizing the way Credit Unions engage and change…

Senior Sales Engineer

United States

  • Skills: Sales Engineering, Fintech, SaaS, Technical Solutions, Customer Focus, Problem-Solving, Communication Skills, Team Player, Adaptability, Credit Unions
  • Experience: 3-5 years
  • Type: Full time

Zippy

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are aff…

Senior Director, Sales & Partnerships

United States

  • Skills: Sales Leadership, Partnership Expansion, B2B2C, Metrics-driven process, Team Management, Operational Efficiency, Financial Oversight, Remote-first, Customer Satisfaction, Loan Origination
  • Experience: 10+ years total experience, with 4+ years managing partnerships and/or sales teams in mortgage, auto finance, consumer loans, fintech, or related financial services.
  • Type: Full time
  • Salary: $125K – $150K

Pathward, N.A.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They take pride in …

VP, Partner Development (Indirect Commercial Lending)

United States

  • Skills: financial inclusion, partner relationships, revenue generation, leadership, coaching, mentoring, problem solving, decision making, relationship building, financial services
  • Experience: Typically 12+ years of related experience and/or training in financial services, preferably Commercial Lending.
  • Type: Full-time
  • Salary: $151,672.07 – $250,258.92

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

United States

  • Skills: negotiation, client finance, relationship-building, debt consolidation, time management, multitasking, communication skills, technology proficiency, external partners, client-focused
  • Type: Full-time
  • Salary: $21 - $21 USD

Foundation Risk Partners

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firm in the US, is adding a remote Personal Lines Account Manager to a …

Personal Lines Account Manager

United States

  • Skills: personal lines, client management, insurance brokerage, property and casualty, claims counseling, policy renewals, risk assessments, coverage negotiation, cross-selling, HNW experience
  • Experience: 8+ years personal lines experience with a background in HNW client/account management services.
  • Salary: $90,000 - $125,000 USD

GO Mortgage

GO Mortgage is an equal opportunity and affirmative action employer specializing in mortgage lending.

Construction Loan Officer

United States

  • Skills: Construction, Loan Officer, Mortgage, Underwriting, Processing, Closing, Referrals, Client Relationships, Document Management, Sales
  • Experience: 3 years mortgage industry experience preferably with construction loan origination
  • Type: Remote

Blend

Blend is a diverse team of problem solvers who believe that the world’s financial resources should be more accessible. Our cloud banking platform is used by We…

Manager, Enterprise Sales

United States

  • Skills: Enterprise accounts, sales, customer acquisition, cross-sell, complex sales processes, banking, relationship management, team leadership, forecasting, strategy
  • Experience: 15+ years in SaaS Sales with 5+ years as a senior leader.
  • Type: Full-time
  • Salary: $250,000 - $350,000

Crux

Crux is the capital markets platform changing the way clean energy and manufacturing projects are financed in the U.S.

Principal, Buyside

United States

  • Skills: tax credits, financial products, customer relationships, transaction lifecycle, market intelligence, capital markets, business development, negotiation, networking, stakeholder engagement
  • Experience: 7+ years in selling tax-related financial products or advising on tax credit accounting methods
  • Type: Full time
  • Salary: $100,000 - $200,000

Colibri Group

Colibri Group is committed to culture and values success, offering educational resources including CPA Exam Review and CPE.

National Sales Manager

United States

  • Skills: sales, CPA Exam Review, CMA Exam Review, CPE, education, corporate solutions, financial institutions, accounting firms, personalized learning, customer support

GoodLeap

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-…

Business Development Manager

United States

  • Skills: business development, partner success, home improvement, sales process, problem solving, communication, customer focused, partnership opportunities, technical issues, financial products
  • Experience: 3 years home improvement experience
  • Type: Full Time
  • Salary: $60-$100k annually

Anchorage Digital

Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Client Operations Team Lead, Stablecoins and Cash Management

United States

  • Skills: stablecoins, cash management, operations, client experience, regulations, payment processing, digital assets, financial operations, risk management, team leadership
  • Experience: 7+ years of experience in institutional financial operations with a significant focus on Fiat cash management
  • Type: Full-Time

Modern Life

Modern Life combines advanced technology with the advice of the country’s top life insurance experts. We help advisors streamline their practice so they can fo…

Life Insurance Brokerage Manager

United States

  • Skills: life insurance, brokerage manager, advisors, networking, case design, communication skills, referrals, business submission, technology, financial advisors
  • Experience: 5+ years of experience as a Life Insurance Brokerage Manager
  • Type: Full Time
  • Salary: $65,000 - $85,000

Park Place Finance

a leading direct, nationwide private money lender seeking an experienced loan officer for their Investment Property Non-QM-DSCR Loan Originations

Senior Account Executive - DSCR Loans

United States

  • Skills: DSCR Loans, loan officer, Non-QM, investment property, high volume, loan originations, communications skills, product knowledge, training, leads
  • Type: Full Time
  • Salary: $80,000 - $200,000 a year

VGS

VGS is the world's leader in payment tokenization, providing processor-agnostic tokenization solutions via secure universal token vaults.

Technical Sales Representative - Payments

United States

  • Skills: payment tokenization, sales cycle, Fintech, data security, client relationships, SaaS, strategic partnerships, product strategy, business development, communication skills
  • Experience: 5+ years in a technical sales role
  • Type: Full-time
  • Salary: $100,000 - $120,000 a year + Commission

Alpaca

Alpaca is a US California headquartered brokerage infrastructure technology company and self-clearing broker-dealer, delivering execution and custody solutions…

Lead Product Manager, Brokerage

United States

  • Skills: Product Management, Brokerage, FinTech, SQL, APIs, Product Strategy, Market Analysis, Stakeholder Communication, Team Collaboration, Product Roadmap
  • Experience: 5+ years of experience in Product Management, Engineering, Consulting, and/or starting a startup

Truv

Truv is a leading open finance platform that empowers organizations to make confident decisions by providing consumer-permissioned access to income, employment…

Head of Sales, Mortgage Vertical

United States

  • Skills: sales strategy, mortgage vertical, team management, revenue growth, market expansion, cross-functional collaboration, thought leadership, enterprise sales, LOS platforms, leadership skills
  • Experience: Minimum of 10 years in enterprise and strategic sales roles, with at least 5 years in a managerial capacity.
  • Type: Full-time
  • Salary: $150,000 - $450,000

Jobber

Jobber exists to help people in small businesses be successful. We work with small home service businesses, like your local plumbers, painters, and landscapers…

Principal Product Marketing Manager, Fintech

United States

  • Skills: Product Marketing, Fintech, Go-To-Market, Revenue Growth, Customer Experience, Strategic Planning, Partnerships, Small Businesses, Mentorship, Market Research
  • Experience: 8+ years of experience in product marketing, 5+ years experience in SMB fintech or high-growth SaaS companies
  • Type: Full-time
  • Salary: $137,300 - $185,700