23 finance manager jobs found

Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning.    As a Market and Product Expansion Manager in the Embedded Finance & Solutions organization, you are an integral part of the Concourse Product team whose work supports the successful release and adoption of new functionality on the platform. As the team lead, you support a team of three to align the offering with the right markets and support sales enablement to maximize growth.    Job responsibilities Performs market research to understand the needs of various client segments and set the go-to-market strategy Develops and maintains a deep understanding of our products and services to effectively develop sales- and client-facing messaging and collateral Develops strong relationships with Sales Leadership to facilitate sales activation and set annual targets  Partners with Marketing to establish our...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

Job Classification: Sales - Sales Prudential Annuities is currently seeking a highly motivated sales professional to join its expanding IMO distribution sales organization. The ideal candidate is a person who thrives in a vibrant, changing environment, possesses an entrepreneurial mentality, and has a desire to help real people solve real-life problems and achieve their financial goals. As IMO Internal Sales Lead, you will be responsible for increasing revenue by creating and managing relationships with financial professionals, independent insurance agents, and IMO Marketers to help them grow their business while promoting Prudential’s Fixed Indexed Annuities solutions. This role will be responsible for cultivating new IMO relationships, product education, advisor, and client profiling, as well as other related sales activities. In this role, you will: Become the go-to sales associate for providing expert insight and product information to your network of IMO...

As the Head of National Sales for Commercial Solutions, you will be in a senior leadership role responsible for leading and recruiting a national team of high performing managers and commercial bankers who provide end-to-end financial solutions for Automotive Dealer clients. This role involves overseeing all aspects of sales and client strategy, daily execution and oversight, and key performance indicators (KPIs) for the business. We are looking for a strategic thinker with a proven track record in sales leadership, capable of overseeing strategy implementation, daily operations, and performance metrics. The ideal candidate for this role is client-centric and results-oriented, with a proven ability to foster collaboration and innovation within a geographically diverse team. This leader must excel at navigating a complex, matrixed organization, and must demonstrate a strong commitment to developing talent and building a collaborative culture to deliver an excellent client...

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.   As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the...

Job Classification: Sales - Sales At Prudential, we measure our long-term success on our ability to deliver value for shareholders, meet customer needs, and attract and develop the best talent in the industry. We offer an inclusive work environment where all associates can develop to their full potential and strengthen their communities. Prudential Advisors is presently recruiting for a Sales Support Administrator aligned to the Greater New England Financial Group. Position Summary Aligned to Prudential Advisors vision to be recognized as the leading provider of financial advice and solutions and the top destination for talent, the Sales Support Administrator role is a critical asset to the Greater New England Financial Group. The position will purposefully focus on recruiting, marketing and sales support activities to drive market and revenue growth.  Candidates will have solid knowledge and experience in the financial services industry or prior experience supporting...

Spokane, Washington residents: If a street address is not available, enter N/A when completing a job application.   At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to...

About the Role: Grade Level (for internal use): 07 About the Role: The Team: This is an exciting opportunity to support the North American Sales effort across new business and revenue retention within the MDVA (Market Data, Valuations, Analytics) division of Market Intelligence. Successful team members will develop critical skills and competencies that will help them progress their careers within the MDVA sales team.  This is a client facing role where team members need to customer base to maintain relationships and existing revenue as well as identifying upsell opportunities. Responsibilities and Impact: Help manage our prospecting efforts on a wide spectrum, including managing marketing leads, new business campaigns, customer upgrade campaigns etc. Managing sales tasks within our CRM system Help sales team with booking meetings, preparing materials, presenting at meetings Analyze territories and existing accounts to identify cross-sell...

Location: 300 S Main Street, Bowling Green Ohio Location is flexible in the Toledo, Ohio area. Job Summary The Mortgage Sales Support Officer (MSSO) will be responsible for supporting Home Lending Loan Officers (both Home Lending Center and Field-based) with the day-to-day operations and sales activities of residential mortgage lending. This individual will support all geographical areas and/or HLC Loan officers centrally and will serve in a liaison capacity with both internal partners and external clients. Essential Functions Assemble application data, and submit complete package to processing/set up Assist in the day-to-day processing, document tracking and gathering/forwarding of all required documents as it relates to mortgage originations Acts as a liaison between the Loan Officer, the client and operations partners to ensure a seamless process Prioritize and route incoming sales calls, as well as any customer correspondence Primary liaison with all levels...

JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors.  With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.   Job Description As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. The PWA ICA will interact with both external and internal clients.  External clients are financial advisors in their territory.  PWA ICAs will educate their clients about the alternatives industry and JPMorgan’s suite of alternatives products.  Internal clients are Client Advisors and Internal Client Advisors in multiple generalist channels including...

JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors.  With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.   Job Description As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. The PWA ICA will interact with both external and internal clients.  External clients are financial advisors in their territory.  PWA ICAs will educate their clients about the alternatives industry and JPMorgan’s suite of alternatives products.  Internal clients are Client Advisors and Internal Client Advisors in multiple generalist channels including...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

Your work days are brighter here. We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you’ll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We’re in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you’ll do meaningful work with Workmates who’ve got your back. In return, we’ll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company invested in...

Location: 1301 5th Avenue, Seattle Washington The Lead Institutional Advisor (Advisor) develops investment management and fiduciary relationships with non-profit, public, corporate and government clients. The Advisor collaborates with local Key Private Bank (KPB) Markets and Banking Partners to identify prospective Institutional Clients through education and positioning of Institutional Team capabilities to generate awareness, deliver solutions and drive new revenue. The Advisor will also manage a modest book of clients as a means of staying close to the operational and technical aspects of serving this client population. As part of a team serving institutional clients, the Advisor delivers a proactive client experience through the development of internal and external relationships that deliver appropriate advice.  The Advisor is responsible for the delivery of exceptional sales and retention results. ESSENTIAL JOB FUNCTIONS Sales Responsible for the development...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

  At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive.   We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.  As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by...

Location: 1101 Pacific Avenue - Tacoma, Washington 98402 JOB BRIEF (PURPOSE) The Team Lead Business Banking Relationship Manager reports to the Business Banking Sales Leader (BBSL).   The position provides coaching support to assigned Business Banking RM team in addition to individual goals. The Team Lead position focuses team and own efforts on the acquisition of new clients and expanding share of wallet of existing client portfolio of businesses with annual sales from $3 to $10 million.   Develops centers of influence in the market that can be leveraged into profitable relationships.   Develops strategic relationships with all Key lines of business in order to effectively refer business and leverage partnerships to deepen and enrich the client experience.   Effectively manages the client relationship by selling and promoting a broad array of appropriate financial products and services, providing pertinent financial information to clients and identifying/referring...

Job Description J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. Job Summary As a part of the Workplace Retirement team, you are responsible for distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable the individual to help their client’s build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities Drive 401(k)...

  J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.  Job Summary As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for distributing JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights to help clients build stronger retirement plans that lead to better outcomes for participants. Job Responsibilities   Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients. Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k)...

Job Classification: Sales - Sales Our Role: The Retirement Specialist (RS) will be responsible for the wholesale distribution of PGIM mutual funds primarily via the telephone, zoom, and other virtual platforms but will include client facing activities through financial advisors and platform wholesalers in specifically assigned geographic territories. The RS will work in partnership with the IBD, RIA and Wirehouse Wholesalers, along with external sales IODC specialists and the internal sales teams to grow the firms Defined Contribution assets under management. The RS will be expected to help develop, grow and expand the role of PGIM mutual funds, CITs and other investment products within the database of registered representatives conducting Defined Contribution business within the geographic territory. They are expected to grow sales and improve retention of assets under management through investment product promotion and customer service through financial advisors.   What...

Job Classification: Sales - Sales What you will do The primary role of the Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling PGIM Global Wealth Mutual Funds and Managed Accounts. The Internal Wholesaler must achieve and maintain an expert knowledge of the PGIM Global Wealth product line and the Mutual Fund Industry. What you can expect: Developing relationships with Financial Professionals through outbound calls Communicating with Financial Professionals through letters and email Handling special projects as assigned within Desk Attending various sales meetings and training sessions Maintenance of PC based contact management system Responding to inbound Product and Sales calls What you will bring FINRA series 7 license is required for this position. Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire FINRA series 63 or 66 is required for...

Hiring Range: $77,510 - $127,338 The posted salary range reflects Eastern’s expected hiring range. Actual pay may vary based on experience, skills, and market factors; additional compensation may apply. Eastern offers a robust benefits and retirement package. Please see the description of benefits included with this job posting for additional information.    This role will cover South Shore/RI Market.  At Eastern Bank, we understand the financial concerns of small businesses. That's why we offer a variety of products and financing solutions designed specifically for business' with sales less than $10MM. Our Business Banking Group is a team of banking professionals who can deliver all the services you need quickly and conveniently. Responsibilities include, but are not limited to the following:  Develop a portfolio of customers, prospects and Centers of Influence (COIs) through networking and other business development efforts.  Sell of bank products to new and...