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

Hiring now: Sr Underwriter @ Berkadia, Wealth Management Relatio @ Provident , Reverse Mortgage Loan Off @ Cmg Financ, Sales Rep @ Fiserv, Biz Development Mgr Payme @ Unetsafe, Sales Mgrfx @ Hrmoffice, Tax Mgr @ Cfgi, Bank Branch Jobs @ Citizens, Client Service Specfinanc @ Moodys, Private Client Advisor @ Umpqua Ban.Explore more at jobswithgpt.com.

🔥 Skills

customer service (12) communication skills (10) relationship management (9) business development (9) Business Development (7) sales (7) Sales (6) Fintech (6) project management (6) financial institutions (6)

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United States (81)
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Berkadia

Senior Underwriter United States
Skills & Focus: underwriting, commercial real estate, risk assessment, cash flow analysis, credit judgment, decision-making, site inspections, client communication, loan processing, collaboration
About the Company: Berkadia is committed to a culture that strives for excellence – a place where your contributions are valued, you are empowered to create a positive impact, an…
Experience: 5-7+ years of experience in a similar position.
Benefits: Monthly paid volunteer hours, donation matching, Employee Resource Groups, fertility and family planning services, pare…

Provident Bank

Wealth Management Relationship Manager United States
Skills & Focus: wealth management, client service, financial planning, relationship management, problem resolution, business development, operations, audit standards, team collaboration, CRM software
About the Company: Provident Bank offers a range of financial services and wealth management solutions, focusing on collaboration, innovation, and client satisfaction.
Experience: 7-10 years
Type: Full-time

Cmg Financial

Reverse Mortgage Loan Officer United States
Skills & Focus: Reverse Mortgage, loan origination, customer relationships, data collection, lending regulations, communication skills, self-motivated, Microsoft Office, team setting, attention to detail
About the Company: CMG Financial is an equal opportunity employer that is involved in the reverse mortgage lending sector.
Experience: Minimum of one year reverse mortgage experience preferred.
Salary: Base wages equivalent to minimum wage, plus commission
Type: Full-time

Fiserv, Inc.

Sales Representative United States
Skills & Focus: Sales, Business Consultant, Lead Generation, B2B, Consultative Selling, Client Relationship, Clover, Fintech, Transformation, Innovation
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: 3+ years of sales experience, particularly in consultative and relationship-driven roles.
Type: Contract
Benefits: Medical, Vision and Dental Benefits; 401k; Employee Stock Purchase Plans; Paid Time Away.

Unetsafe

Business Development Manager (Payments) United States
Skills & Focus: business development, payments industry, payment providers, strategic partnerships, market research, negotiation, onboarding process, collaboration, payment trends, creative approach
Experience: Proven experience in the high-risk segment within the payments industry.
Type: Full-Time
Business Development Manager (Payments) United States
Skills & Focus: business development, payments industry, payment providers, strategic partnerships, market research, negotiation, onboarding process, collaboration, payment trends, creative approach
Experience: Proven experience in the high-risk segment within the payments industry.
Type: Full-Time

Hrmoffice Ltd.

Sales Manager-FX United States
Skills & Focus: BDC Marketing, Sales cycle, Lead generation, Negotiation, Trade accounts, Client relationships, Revenue targets, Cross sell, Brand awareness, Compliance
About the Company: We Offer automated and integrated HR Management services to help organizations win in the marketplace.
Experience: At least 3 years work experience in BDC operations and sales.
Type: Full-time

Cfgi

Tax Manager United States
Skills & Focus: 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
About the Company: 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 …
Experience: Four plus years of relevant public accounting/or corporate tax experience with significant exposure to R&D Tax Credit projects and related activities.

Citizens

Bank Branch Jobs United States
Skills & Focus: Banking, Customer Service, Retail, Entry Level, Client Relationship, Corporate, Finance, Teller, Manager, Technology
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Entry Level
Type: Full Time
Benefits: Citizens is committed to providing benefits, resources, and programming to support healthy habits and the whole you.

Moody's

Client Service Specialist-Financial Engineering United States
Skills & Focus: financial mathematics, stochastic process, Monte Carlo techniques, derivative pricing, interest-rate modelling, analytical skills, SQL procedures, Windows architectures, credit risk products, problem-solving
About the Company: At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where e…
Experience: Experienced Hire
Salary: $56,300.00 - $81,650.00
Type: Full-time
Benefits: Moody has a competitive benefits package, including medical, dental, vision, parental leave, paid time off, a 401(k) pl…

Umpqua Bank

Private Client Advisor United States
Skills & Focus: wealth management, relationship management, business development, investment products, client relations, estate planning, banking services, trust services, networking, financial planning
About the Company: At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated…
Experience: 5-10 years of experience in banking and wealth management
Salary: $89,000.00 to $165,000.00
Benefits: We offer a competitive total rewards package including base wages and comprehensive benefits such as healthcare coverag…

Citizens

Bank Branch Jobs United States
Skills & Focus: Bank Branch, Banker, Customer Service, Retail Regional Manager, Teller, Branch Manager, Business Banking, Commercial Banking, Finance, Technology
Experience: Entry Level, Professional
Type: Full Time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

Jack Henry & Associates, Inc

Business Liaison II - ACH Processing United States
Skills & Focus: ACH processing, communication, relationship management, problem resolution, financial institution, project management, customer service, data center support, operational activities, business requirements
About the Company: At Jack Henry, we deliver technology solutions that are digitally transforming and empowering community banks and credit unions to provide enhanced and streaml…
Experience: Must have at least 1 year of experience working with ACH transactions.
Salary: $42,339 – 60,000
Type: Remote
Benefits: Outstanding benefit programs to ensure the physical, mental & financial well-being of our people.

Setpoint

Capital Solutions Manager United States
Skills & Focus: fintech, debt capital markets, clients, analytical skills, problem-solving, Excel, onboarding, operational processes, legal agreements, customer communication
About the Company: Setpoint provides purpose-built capital and technology to asset-backed borrowers and lenders. Our platform is the funding operating system for originators: it …
Experience: 4-7 years of FP&A, asset backed lending or debt capital market experience
Salary: $95,000 - $150,000
Type: Full-time
Benefits: competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacat…

Mantl

Account Manager United States
Skills & Focus: Account Strategy, Customer Relationships, Digital Banking Strategies, Forecasting, Client Communication, Problem Solving, Data Analysis, Collaboration, Customer Satisfaction, Fintech
About the Company: MANTL is a fast-growing remote FinTech SaaS company on a mission to build technology that will help America’s financial institutions and their communities thri…
Experience: 6+ years of Account Management experience
Salary: $170,000 OTE
Type: Full-time
Benefits: 401k Match, Unlimited PTO, Mental health and wellness programs, Creative team-building events

Zions Bancorporation

SBA Underwriter United States
Skills & Focus: Underwrite, SBA guaranteed loan products, financial statements, credit analysis, credit packages, collateral, banking regulations, risk factors, commercial lending, customer relations
About the Company: Zions Bancorporation is one of the nation’s premier financial services companies with total assets exceeding $70 billion, dedicated to making a difference in t…
Experience: 1+ year commercial, commercial real estate credit or small business underwriting, spread analysis, lending, underwriting concepts, practices and procedures or other directly related experience.
Salary: Depending on experience: Level II - $55,500 to $81,400; Level III - $65,625 to $96,250; Level IV - $78,375 to $114,950
Type: Remote
Benefits: Medical, Dental and Vision Insurance; Life and Disability Insurance; Paid Parental Leave; Health Savings Accounts; Paid…

Envestnet

Principal Director, Credit Products United States
Skills & Focus: Credit Products, Data Science, Machine Learning, Underwriting, Risk Management, Product Development, Market Analysis, Strategic Planning, Financial Services, Stakeholder Management
About the Company: Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as we…
Experience: 12+ years of experience in strategizing, building and deploying Credit Products; 5+ years of experience in Data Science / Machine Learning
Salary: $164,000 to $246,000
Type: Full-time
Benefits: Health Benefits (Health/Dental/Vision), Paid Time Off (PTO) & Volunteer Time Off (VTO), 401K – Company Match, Annual Bo…

L3harris Technologies

Program Business Development United States
Skills & Focus: Business Development, Telecommunications, Sales, Government, Education, Portfolio Management, Client Relationships, Compliance, Marketing, Communications
About the Company: L3Harris Technologies is the Trusted Disruptor in the defense industry. With customers’ mission-critical needs always in mind, our employees deliver end-to-end…
Experience: 9 years or more in related experience
Salary: $104,000-$193,000 (varies by location)
Type: Full-time
Benefits: Health and disability insurance, 401(k) match, flexible spending accounts, EAP, education assistance, parental leave, p…

Foundation Risk Partners

Senior Personal Lines Account Manager - High Net Worth United States
Skills & Focus: High Net Worth, Property & Casualty, client renewals, re-marketing, claims counseling, risk profile assessments, policy coverage, negotiation, coverage terms, communication skills
About the Company: one of the fastest growing insurance brokerage and consulting firms in the US
Experience: 8+ years personal lines experience with a background in HNW client/account management services
Type: Full-time
Benefits: comprehensive range of health-related benefit options including medical, vision, and dental; 401(k) with company match;…
Senior Personal Lines Account Manager - High Net Worth United States
Skills & Focus: High Net Worth, Property & Casualty, client renewals, re-marketing, claims counseling, risk profile assessments, policy coverage, negotiation, coverage terms, communication skills
About the Company: one of the fastest growing insurance brokerage and consulting firms in the US
Experience: 8+ years personal lines experience with a background in HNW client/account management services
Type: Full-time
Benefits: comprehensive range of health-related benefit options including medical, vision, and dental; 401(k) with company match;…

Google

Exchange Platforms Specialist, CTV, Sellside Product Go-To-Market United States
Skills & Focus: go-to-market, business development, product management, programmatic advertising, Connected TV (CTV), client service, data analysis, product training, stakeholder communication, market analysis
About the Company: Google is a global technology company known for its search engine, advertising services, consumer electronics, and software products.
Experience: 6 years in go-to-market, business development, or product specialist in the programmatic space or digital advertising industry; 2 years in consulting, product management, business strategy, operations, or project management.
Salary: $147,000-$216,000 + bonus + equity + benefits
Type: Full-time
Benefits: Bonus, equity, and additional benefits including health and wellness programs.

Paypay

Marketing Strategist - Financial Marketing Division United States
Skills & Focus: marketing strategy, market introduction (GTM), consumer service, data-driven marketing, financial services, marketing plan, promotion campaign, business Japanese skills, project management, financial regulations
About the Company: 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…
Experience: Experience with market introduction (GTM) and practical experience in marketing strategy and planning
Salary: Annual salary system (including fixed overtime)
Type: Full-time
Benefits: Social insurance (health insurance, pension, unemployment insurance, labor accident insurance), corporate defined contr…

Citizens

Commercial Operations Loan Department Manager United States
Skills & Focus: commercial lending, operational processes, customer service, risk management, data stewardship, collateral monitoring, performance improvement, stakeholder management, credit policy, regulatory requirements
About the Company: At Citizens, we are more than a bank! Here, you will experience new things, create new opportunities, think beyond role, and make an impact.
Experience: 5+ years of management experience preferred
Type: Full Time
Benefits: We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity l…

Protective Life

Regional Vice President United States
Skills & Focus: annuity wholesaler, Regional Vice President, independent channels, bank channels, business plan, financial institutions, sales goals, sales team, activity requirements, advisor relationships
Experience: 5+ years in annuity wholesale distribution, previous external sales management preferred
Salary: competitive compensation package including base salary, strong corporate benefit package and uncapped commission plan
Type: Full-time
Benefits: strong corporate benefit package, uncapped commission plan

Fiserv, Inc.

Sales Representative United States
Skills & Focus: Sales, Innovation, Consultative Selling, Lead Generation, Relationship Management, Business Development, Fintech, Merchant Solutions, Clover, Transformative Technology
About the Company: Fiserv is a global leader in Fintech and payments, connecting financial institutions, corporations, merchants, and consumers swiftly and securely.
Experience: 3+ years of sales experience, particularly in consultative and relationship-driven roles.
Type: Full-time
Benefits: Medical, Vision and Dental Benefits; Comprehensive benefit plans; 401k and Employee Stock Purchase Plans; Fuel Your Lif…

Kayne Anderson Rudnick

Managing Director, Business Development Officer United States
Skills & Focus: Business Development, Client Referrals, Financial Services, Sales, Investment Solutions, Relationship Management, Wealth Advisory, Custodial Referral Platform, Prospective Clients, Salesforce
About the Company: KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS), providing high quality investment strategies and wealth solut…
Experience: Minimum 10 years in Financial Services sales
Salary: $100,000
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Lead

Senior Product Manager United States
Skills & Focus: banking infrastructure, embedded financial products, Banking as a Service, compliance, product manager, first principles thinking, user first mindset, financial products, credit card transactions, lending
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, M…
Experience: Highly analytical; experience in fintech or related field preferred.
Type: Full-time
Senior Product Manager United States
Skills & Focus: banking infrastructure, embedded financial products, Banking as a Service, compliance, product manager, first principles thinking, user first mindset, financial products, credit card transactions, lending
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, M…
Experience: Highly analytical; experience in fintech or related field preferred.
Type: Full-time

Cognizant

Sales Associate Director - Insurance (M/F) United States
Skills & Focus: Client Relationship Management, Insurance Industry, P&L Management, Business Development, Consulting, Stakeholder Communication, Hybrid Work Model, BFSI Sales, Client Satisfaction, Problem-Solving
About the Company: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. …
Experience: 15+ years of experience in a client facing role from previous IT Professional services firms / offshore outsourcing industry. 5 years + dedicated to BFS & Insurance.
Type: Full-time

Provident Bank

SVP, Wealth Management Relationship Manager United States
Skills & Focus: wealth management, client services, financial planning, relationship manager, business development, client satisfaction, fiduciary standards, CRM software, team collaboration, problem resolution
About the Company: An experienced firm focused on wealth management and client services.
Experience: 7-10 years
Type: Full-time

Better

Senior Mortgage Underwriter United States
Skills & Focus: mortgage, underwriting, risk decisions, borrower financials, credit information, property valuations, collaboration, loan process, technical challenges, operational challenges
About the Company: Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner.
Experience: strong government loan experience

Provident Bank

Commercial Loan Closing Coordinator IV United States
Skills & Focus: commercial lending, loan closing, documentation, real estate, construction loans, customer satisfaction, policies and procedures, loan set-up, compliance, collaboration
About the Company: Provident Bank is a successful and highly regarded multi-billion-dollar bank that has served individuals, families, and businesses in local communities with pe…
Experience: 5 or more years of experience
Type: Full-time
Senior Personal Banker (Float) United States
Skills & Focus: customer relationships, sales, cross-selling, retail banking, problem solving, customer service, lobby management, financial safety, relationship development, consultative assessments
About the Company: Provident Bank is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania, and New …
Experience: Minimum of 6 months providing sales/service to customers in a retail environment
Type: Full-time

Yipitdata

Client Strategy Associate United States
Skills & Focus: Client Strategy, Account Growth, Engagement Strategies, Commercial Strategy, Cross-Departmental Advocacy, Upsell Opportunities, Relationship Management, Product Expertise, Trusted Resource, Data Analysis
About the Company: YipitData is a leading market research and analytics firm and recently raised up to $475M from The Carlyle Group at a valuation of over $1B. We analyze billion…
Experience: Not explicitly stated, but requires strong client engagement skills and a solution-oriented mindset
Salary: $90,000~$100,000 base salary + $12,000 gross retention bonus + 2% Net ARR
Type: Full-time
Benefits: Flexible work hours, flexible vacation, generous 401K match, parental leave, team events, wellness budget, learning rei…

Anchorage Digital

Member of Client Operations, Custody United States
Skills & Focus: operations, client transactions, custody operations, client experience, transaction reviews, operational processes, cross-functional teams, transaction approvals, institutional clients, product features
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Idb Bank

IDB Relationship Manager United States
Skills & Focus: Relationship Manager, Portfolio Management, Investment Strategies, Client Engagement, Due Diligence, Spanish, Portuguese, Financial Analysis, Client Relations, Compliance
About the Company: For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundam…
Experience: Minimum of 5 years of experience in portfolio management, investment analysis, or a related field.
Type: Full-time
Benefits: Comprehensive benefits package that includes generous paid time off and the ability to participate in our medical cover…

Hawk

Solutions Consultant United States
Skills & Focus: Solutions Consulting, Implementation, Customer Success, Financial Institutions, Fraud Detection, Anti-Money Laundering, Consultative Approach, Risk Assessment, Client Relationships, Technical Product Management
About the Company: 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…
Experience: 7-10 years
Salary: $145K – $175K
Type: Full time
Benefits: Comprehensive benefits including medical, dental, and vision plans, access to Flexible Spending Accounts (Medical), Emp…

Empower Finance

Sr. Product Manager - Card United States
Skills & Focus: product management, customer-centric, analytical abilities, SQL, Python, cross-functional, strategic thinking, problem solving, communication skills, financial services
About the Company: Empower is shaking up an outdated financial system by providing real opportunity for our customers: the opportunity to get the cash they need, to access fair c…
Experience: 5+ years in product management or management consulting/investment banking
Salary: $173.4K – $204K
Type: Full time
Benefits: Competitive salary, Generous equity package, Full healthcare benefits, Technology expense reimbursement, Virtual first …

Ondo Finance

Chief Revenue Officer United States
Skills & Focus: Blockchain, DeFi, Revenue Strategy, Sales Organization, Client Relationships, Performance Management, KPI Monitoring, Sales Frameworks, Growth Rate, Market Trends
About the Company: Ondo Finance provides institutional-grade, blockchain-enabled investment products and services, with a technology arm developing decentralized finance technolo…
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
Salary: Competitive compensation including salary, future token rights, and/or equity
Type: Full-time
Benefits: Full benefits (medical, vision, and dental), flexible vacation policy (PTO), competitive compensation
Chief Revenue Officer United States
Skills & Focus: Blockchain, DeFi, Revenue Strategy, Sales Organization, Client Relationships, Performance Management, KPI Monitoring, Sales Frameworks, Growth Rate, Market Trends
About the Company: Ondo Finance provides institutional-grade, blockchain-enabled investment products and services, with a technology arm developing decentralized finance technolo…
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
Salary: Competitive compensation including salary, future token rights, and/or equity
Type: Full-time
Benefits: Full benefits (medical, vision, and dental), flexible vacation policy (PTO), competitive compensation

Citizens

Customer Service and Call Center Jobs United States
Skills & Focus: Customer Service, Call Center, Fraud Operations, Private Client Relationship Manager, Business Banking, Software Engineer, Inclusive Culture, Work-life Balance, Career Development, Community Engagement
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture.
Benefits: We’re committed to providing benefits, resources and programming to support healthy habits across all aspects of life.

Hawk

Enterprise Account Director United States
Skills & Focus: sales, Tier 1 financial institutions, financial crime compliance, fraud prevention, AI-driven financial solutions, account management, business development, remote work, leadership, client relations
Experience: 7+ years
Salary: $200K – $210K • Offers Commission
Type: Full time

Moody's

Business Development - Banking United States
Skills & Focus: business development, sales strategies, customer service, commercial banking, sales cycles, consultative selling, financial services, prospecting, market dynamics, product knowledge
About the Company: At Moody's, we unite the brightest minds to turn today’s risks into tomorrow’s opportunities. We do this by striving to create an inclusive environment where e…
Experience: 8+ years in business-to-business sales roles with a focus on serving commercial banking
Salary: $100,000 - $130,000
Type: Full-time
Benefits: Competitive benefits package including medical, dental, vision, parental leave, paid time off, 401(k), life, disability…

Scotiabank

Senior Product Manager, Commercialization - US Business Deposit Products, Globa… United States
Skills & Focus: Product Management, Commercialization, Business Banking, Deposit Products, KPI Performance, Client Experience, Market Analysis, Strategic Negotiating, Treasure Management, Team Leadership
About the Company: Scotiabank is a multinational bank and financial services company based in Canada, providing a range of financial services including personal banking, commerci…
Experience: 7+ years
Salary: 110,700.00 - 211,800.00
Type: Hybrid
Benefits: Flexible benefit programs designed to support unique family, financial, physical, mental, and social health needs.

Protective Life

Regional Vice President, Annuity Wholesaling United States
Skills & Focus: Annuity wholesaling, Distribution channels, Sales management, Financial Institutions, Business plan execution, Territory management, Advisor relationships, Sales goals, State Life and Health License, FINRA Series 6 and 63
About the Company: Protective Life is dedicated to providing innovative financial solutions, particularly in annuities, by maintaining high levels of production in independent an…
Experience: 5+ years in annuity wholesale distribution and external sales management preferred
Salary: Competitive compensation package including base salary and commission
Type: Full-time
Benefits: Strong corporate benefit package, uncapped commission plan

Backflip

Account Executive United States
Skills & Focus: sales, customer relationship management, investors, loan process, partnerships, customer success, real estate investing, FinTech, team culture, startup
About the Company: Backflip is a venture-backed FinTech company that empowers anyone to improve their life and their neighborhood through real estate investing.
Experience: Proven track record in sales
Type: Full-time
Account Executive United States
Skills & Focus: sales, customer relationship management, investors, loan process, partnerships, customer success, real estate investing, FinTech, team culture, startup
About the Company: Backflip is a venture-backed FinTech company that empowers anyone to improve their life and their neighborhood through real estate investing.
Experience: Proven track record in sales
Type: Full-time

Newfront

Account Manager - Emerging Risk United States
Skills & Focus: client relationships, insurance programs, market quotes, onboarding process, commercial insurance, communication skills, project management, brokerage experience, problem solving, insurance license
About the Company: Newfront is building the modern insurance experience. We've reimagined the experience for clients, prospects, and employees, altering the way people create, un…
Experience: Minimum of 3 to 5 years of brokerage experience
Salary: $83,200 - $104,000/yr
Type: Full time
Benefits: Includes 401(k) eligibility and various paid time off benefits.

Plenti

Senior Credit Analyst United States
Skills & Focus: credit analyst, asset finance, automotive loans, delegated lending authority, financial data analysis, credit approvals, quantitative skills, communication skills, customer service, fast-paced environment
About the Company: Plenti is a fintech lender, providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing stro…
Experience: 4+ years of delegated lending authority in auto finance
Type: Full-time

Entersekt

Digital Partnerships Sales Associate United States
Skills & Focus: Digital Partnerships, Sales Execution, Lead Management, Solution Selling, Pipeline Development, Collaboration, Market Intelligence, CRM Tools, Fintech, Sales
About the Company: Entersekt is a global leader in providing cutting-edge authentication and payment security solutions to financial institutions and fintech partners.
Experience: 1-3 years of experience in sales, partnerships, or business development, preferably in fintech, SaaS, or enterprise technology.
Type: Full-time
Benefits: Flexible hours, remote work, and plenty of growth opportunities.

Cim Group

Fundraising Professional United States
Skills & Focus: fundraising, financial institutions, insurance channel, growth strategy, asset gathering, relationship management, North America, career growth, team member, communities impact
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Experience: experienced fundraising professional
Fundraising Professional United States
Skills & Focus: fundraising, financial institutions, insurance channel, growth strategy, asset gathering, relationship management, North America, career growth, team member, communities impact
About the Company: CIM is a community-focused real estate and infrastructure owner, operator, lender, and developer. Our team of experts works together to identify and create val…
Experience: experienced fundraising professional

Cognizant

Client Relationship Manager--Banking & FS United States
Skills & Focus: Client Management, Consulting, Stakeholder Engagement, Problem Solving, P&L Management, BFS Industry, Relationship Building, Communication Skills, Business Development, Project Management
About the Company: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for 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, within BFS vertical.
Salary: Eligible for Cognizant’s discretionary annual incentive program, based on performance.
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…

Cushman & Wakefield

Sr. Manager, Lease Administration - Remote United States
Skills & Focus: Lease Administration, Portfolio Administration, Client Service, Leadership, Coaching, Training, Client Relations, Reporting, Process Improvement, Financial Statements
Experience: 5+ years relevant work experience
Salary: $86,613.30 - $101,898.00
Type: Full time
Benefits: C&W provides eligible employees with an opportunity to enroll in a variety of benefit programs, generally including hea…

Orchard

Mortgage Sales Manager United States
Skills & Focus: mortgage sales, client acquisition, customer satisfaction, team management, coaching, relationship development, conversion, sales success, communication skills, analytical skills
About the Company: Orchard is radically simplifying the way people buy and sell their homes. For the average American, the home purchase and sale process takes months, creates an…
Experience: At least 5+ years of experience in a mortgage sales role focused on acquiring purchase business from agent relationships and at least 1+ years of direct sales management experience in the mortgage industry.
Type: Full-time

Visa

Visa Direct Product & Client Solutions Manager United States
Skills & Focus: payments, Visa Direct, solutioning, product management, API, financial institutions, market research, payouts, cross-border payments, customer champion
About the Company: Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial instituti…
Experience: 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD
Salary: 99,700 to 180,650 USD per year
Type: Full-time
Benefits: Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program

Array

Client Success Manager United States
Skills & Focus: Client Success, B2B Client Success, strategic accounts, client health, retention, revenue growth, financial sector, interpersonal skills, client service, financial institutions
About the Company: Array is a financial innovation platform that helps digital brands, financial institutions, and fintechs get compelling consumer products to market faster. We …
Experience: 5-7 years in B2B Client Success roles
Salary: $126,000+ base salary plus commission structure
Type: Full-time
Benefits: Full medical, dental, and vision coverage; Unlimited PTO; 401k match; Competitive parental leave; Remote office setup s…

Cognizant

Client Relationship Manager--Banking & FS United States
Skills & Focus: Client Relationship Management, Banking, Financial Services, P&L Management, Stakeholder Engagement, Solution Development, Business Development, Team Leadership, Strategic Problem-Solving, Communication Skills
About the Company: Cognizant is one of the world's leading professional services companies, transforming customers' business, operational and technology models for the digital er…
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
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…

Anchorage Digital

Member of Client Experience, CXM (Crypto Native) United States
Skills & Focus: client experience, onboarding, account management, crypto, protocols, VCs, customer service, risk management, cross-team collaboration, operational needs
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Summitfunding1

Account Executive United States
Skills & Focus: Non-QM, credit, underwriting, sales, CRM, marketing, relationship building, market intelligence, mortgage lending, client engagement
Benefits: 401(k), health benefits, competitive commission structure

Nonprofit Finance Fund

Senior Director, Loan Administration United States
Skills & Focus: loan administration, credit risk, relationship management, portfolio management, customer service, strategic financial consulting, nonprofit, community, financial institutions, project management
About the Company: For more than 40 years, we’ve worked to strengthen nonprofits and improve the way money flows to support social good. We do this by providing nonprofits with a…
Experience: Minimum of seven years of experience, including at least five years of loan servicing and administration experience.
Salary: $152,700-$160,000
Type: Remote
Benefits: Attractive benefits package including up to 18 paid holidays, unlimited vacation, health insurance, retirement plan con…

Figure

Director of Relationship Management United States
Skills & Focus: client relationships, cross-functional collaboration, data analysis, communication skills, relationship management, financial services, salesforce, process improvement, business operations, client needs
About the Company: Figure is maximizing the value of homeownership in ways that benefit consumers and the industry alike. We’re helping homeowners tap their liquidity easily, eff…
Experience: 10+ years of experience in a client-facing role, preferably in the Financial Services / Lending industry
Type: Full-time
Benefits: Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents …

Foundation Risk Partners

Commercial Lines Placement Specialist United States
Skills & Focus: underwriting, commercial accounts, insurance proposals, quotations, marketing, rating, insurance policies, Accord applications, client interactions, renewal business
About the Company: One of the fastest growing insurance brokerage and consulting firms in the US.
Experience: 5 years (Required)
Salary: $85,000 - $100,000 USD
Type: Full-time
Benefits: Comprehensive range of health-related benefit options including medical, vision, and dental; a 401(k) with company matc…

Knock

Closer/Funder United States
Skills & Focus: mortgage regulations, loan closing, customer service, closing disclosures, settlement, documentation, communication, multiple competing priorities, Encompass, pipeline management
About the Company: Knock is a caring group of people who came together from across the industry with the belief there had to be a better way to serve people in the journey betwee…
Experience: A minimum of 3 years of recent relevant experience
Salary: $55,000 USD + bonus
Type: Full-time
Benefits: Top tier medical, dental, & vision premiums; Flexible Paid Time Off; Paid parental leave; Professional development fund…

Protective

Client Wealth Building Programs Manager United States
Skills & Focus: customer service, wealth development accounting, problem-solving, long-term relationships, affluent clients, C Level executives, distribution partners, Field Sales, solutions delivery, excellent service
About the Company: We help protect our customers against life’s uncertainties.

Stcu

Member Consultant United States
Skills & Focus: Member Consultant, financial institution, member relationships, customer service, transactional duties, product recommendations, account maintenance, high accuracy, service expectations, sales/service experience
About the Company: STCU is consistently rated one of the top-performing credit unions in the nation and has been named one of Fortune Magazine’s Great Places to Work. We focus on…
Experience: Minimum two years' experience as a Teller, new accounts or service representative in a financial institution required.
Salary: $21.64- $30.30 per hour
Type: Full-time
Benefits: Paid time off including 11 paid holidays, medical, dental, vision and life insurance, training and career development, …

Empower Finance

Sr. Product Manager United States
Skills & Focus: Product Management, Financial Products, Lending, Cross-functional Teams, SQL, Data Visualization, User Experience, Technical Strategies, Consumer Lending, Fluency in Spanish
About the Company: Empower is shaking up an outdated financial system by providing real opportunity for our customers: the opportunity to get the cash they need, to access fair c…
Experience: 5-10 years in product management with a preferred focus on financial or lending products
Type: Full time
Benefits: Competitive salary, Generous equity package, Full healthcare benefits, Technology expense reimbursement, Virtual first …

Beyond Finance

Director, Creditor Relationships United States
Skills & Focus: strategic, relationship management, data analysis, communication skills, financial services, stakeholder management, onboarding, operational coordination, cross-functional leadership, insights
About the Company: 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…
Experience: 7+ years of experience in financial services, relationship management, business development, or a related strategic role.
Type: Full-time
Benefits: Considerable employer contributions for health, dental, and vision programs, Generous PTO, paid holidays, and paid pare…

Hcltech

Engagement Manager (farmer) United States
Skills & Focus: Engagement Manager, business relationship, main point of contact, selling, clients, HCL offerings, book of business, growth, HITECH, ISV
About the Company: HCLTech, one of the fastest-growing large tech companies in the world, supercharging progress through industry-leading capabilities centered around Digital, En…

Figure Markets

Senior Associate, Business Development United States
Skills & Focus: business development, cryptocurrency, sales, blockchain, trading platforms, stablecoin, client relationships, prospecting, consultative sales, finance
About the Company: Figure Markets is democratizing finance through blockchain, building a decentralized custody marketplace for crypto, stocks, bonds, and more. It is founded by …
Experience: 4+ years of hands-on experience in Cryptocurrency sales roles
Type: Full-time
Benefits: Competitive salary based on experience, firm-wide performance based bonus, competitive stock options, flexible paid tim…

Lead

Senior Partner Implementation Specialist United States
Skills & Focus: Fintech, Banking infrastructure, Embedded financial products, Partner onboarding, Banking as a Service, Data integration, Technical skills, Interpersonal skills, Compliance, Regulatory landscape
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, M…
Experience: Prior experience managing partner integrations in a fast-paced working environment.
Senior Partner Implementation Specialist United States
Skills & Focus: Fintech, Banking infrastructure, Embedded financial products, Partner onboarding, Banking as a Service, Data integration, Technical skills, Interpersonal skills, Compliance, Regulatory landscape
About the Company: Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, M…
Experience: Prior experience managing partner integrations in a fast-paced working environment.

Invesco

Divisional Associate United States
Skills & Focus: asset management, sales, strategy, internal sales, consultative process, mentorship, leadership, client responsibilities, professional growth, networking
Benefits: Mentorship programs, Leadership Apprenticeship Program

Nonprofit Finance Fund

Senior Director, Loan Administration United States
Skills & Focus: loan administration, risk management, portfolio management, loan servicing, client relationships, financial consulting, project management, strategic thinking, communication skills, community development
About the Company: For more than 40 years, we’ve worked to strengthen nonprofits and improve the way money flows to support social good. We do this by providing nonprofits with a…
Experience: Minimum of seven years of experience, including at least five years of loan servicing and administration experience.
Salary: $152,700-$160,000
Benefits: Attractive benefits package including paid holidays, unlimited vacation time off, health insurance with reimbursement a…

State Street

Deal Lead - Alpha APAC Client Solutions United States
Skills & Focus: client solutions, pre-sales activities, demonstrations, sales process, investment data, front office, middle office, data management, stakeholder management, team collaboration
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We help our clients safeguard and steward the…
Experience: 10-12 years
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, flexible work programs, development programs, and educational suppo…

Kayne Anderson Rudnick

Managing Director, Business Development Officer (BDO) United States
Skills & Focus: Business Development, Client Referrals, Wealth Management, Financial Services, Sales, Investment Solutions, Relationship Management, Custodial Referral, Prospective Clients, Salesforce
About the Company: KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS), providing high quality investment strategies and wealth solut…
Experience: Minimum 10 years in Financial Services sales
Salary: $100,000
Type: Full-time
Benefits: Competitive Pay, Medical, Dental, and Vision Insurance, Life and Disability Insurance, Health Savings Account with a Co…

Cognizant

Client Relationship Manager-Banking & FS United States
Skills & Focus: Client Relationship Management, BFS vertical, P&L management, Stakeholder communication, Project management, Business development, Renewal win rates, Client satisfaction, Resource optimization, Problem-solving
About the Company: Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for 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, within BFS vertical.
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-…

Idb Bank

Licensed CSR (Client Servicing Series 7 or 66 License) United States
Skills & Focus: client servicing, operations, account opening, cash management, loan servicing, customer inquiries, case management, KYC process, customer service, team player
About the Company: For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundam…
Experience: 3-5 years of experience in financial industry or transferrable skills
Type: Full-time
Benefits: generous paid time off, medical coverage, 401(k) plan

Nonprofit Finance Fund

Senior Director, Loan Administration United States
Skills & Focus: credit risk, loan administration, portfolio management, servicing standards, customer service, strategic thinking, project management, relationship management, financial consulting, community development
About the Company: For more than 40 years, we’ve worked to strengthen nonprofits and improve the way money flows to support social good. We do this by providing nonprofits with a…
Experience: minimum of seven years of experience, including at least five years of loan servicing and administration experience
Salary: $152,700-$160,000
Benefits: up to 18 paid holidays, 3 floating holidays, unlimited vacation time off, health insurance with a funded health reimbur…

Beyond Finance

Negotiations Specialist United States
Skills & Focus: negotiations, client relationships, delinquent accounts, time management, multitasking, communication, team collaboration, CRM, customer-focused, financial solutions
About the Company: 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…
Type: Full-time
Benefits: Considerable employer contributions for health, dental, and vision programs; Generous PTO, paid holidays, and paid pare…

Homeward

Loan Officer United States
Skills & Focus: Loan Officer, mortgage experience, customer experience, lead conversion, agency conforming loans, FHA, VA loans, pipeline management, Desktop Underwriter, sales mentality
About the Company: 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 …
Experience: 3+ years of experience originating FNMA, FHLMC, FHA, VA and Non-Conforming (Jumbo) mortgages
Salary: Average OTE expected to be $130K+
Type: Full-time
Benefits: Compensation, Remote-first environment, Exciting stock option grant, 401(k) employer contribution match, Health and wel…