Last updated: 2025-05-22

21 Financial Services Sales And Management jobs in Austin.

Hiring now: Dir Capital Solutions @ Setpoint, Advisor Services Associat @ Cais, Team Lead Na Bank Client @ Visa Direc, Sba Biz Development Offic @ Smartbiz B, Loan Officer Associate @ Lennar, Client Service Associate @ Ameriprise, Capital Markets Originato @ Marcus Mil, Client Relationship Mgr S @ Servicenow, Advisor Development Progr @ Bank Of Am, Financial Advisor Associa @ Ameriprise.Explore more at at kaamvaam.com

🔥 Skills

client service (3) client relationships (3) financial planning (3) relationship management (3) sales (3) client management (2) legal agreements (2) operational processes (2) problem-solving (2) fintech (2)

📍 Locations

Austin (21)
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Setpoint

Director, Capital Solutions Austin
Skills & Focus: asset backed lending, capital solutions, client management, legal agreements, product implementation, operational processes, analytical, problem-solving, tech solutions, fintech
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: 7+ years of asset backed lending, accounting or relevant investment banking experience
Salary: $160,000 - $180,000
Benefits: Competitive salaries, stock options, medical, dental and vision coverage, 401k, disability coverage, and flexible vacat…

Cais

Advisor Services Associate (West Coast Team) Austin
Skills & Focus: client service, alternative investments, transaction process, client communication, financial advisors, wealth management, collaborative, CRM programs, operational efficiency, technology solutions
About the Company: CAIS is the pioneer in democratizing access to and education about alternative investments for independent financial advisors, empowering them to engage and tr…
Experience: 4+ years of client service or investor relations experience at a fund or financial services firm
Benefits: Comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision…

Visa Direct

Team Lead, NA Bank Client Management Austin
Skills & Focus: payment, client relationships, transaction volume, revenue targets, bank portfolio, growth initiatives, client account management, cross-border, strategic growth, team leadership
About the Company: Visa Direct is a payment service provider that facilitates domestic and cross-border fund transfers and disbursements, collaborating with issuers, acquirers, p…

Smartbiz Bank

SBA Business Development Officer Tier 4 Austin
Skills & Focus: SBA 7a loans, Business development, Small business, Loan processing, Credit evaluation, Client relationship, Networking, Loan documentation, Site visits, Financial services
About the Company: SmartBiz Bank offers a broad range of business banking solutions to small businesses across the U.S., focused on transparency and personalized customer service.
Experience: 5-10 years in SBA Lending
Type: Full-time
Benefits: Competitive salary and equity, health benefits, flexible vacation, 401k, remote/work flexibility

Lennar

Loan Officer Associate Austin
Skills & Focus: Loan Officer, Training, Customer Relations, Mortgage Process, Financial Management, Education, Customer Satisfaction, Business Development, Documentation, Operational Training
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Type: Full-Time
Benefits: Robust health insurance plans (Medical, Dental, Vision), 401(k) Retirement Plan with company match, Paid Parental Leave…

Ameriprise Financial

Client Service Associate, Austin, Texas Austin
Skills & Focus: financial planning, client service, account setup, client management, deadlines, communication, organization, compliance, relationship management, seminars
About the Company: A leading financial services corporation providing financial planning, asset management, and insurance services.
Experience: 2+ years of similar experience
Type: Full-time

Marcus & Millichap Capital Corporation

Capital Markets Originator Austin
Skills & Focus: Capital Markets, Debt Financing, Equity Financing, Commercial Real Estate, Permanent Loans, Bridge Loans, Construction Loans, Investment Sales, Client Management, Real Estate Transactions
About the Company: Marcus & Millichap Capital Corporation is the real estate capital markets platform of Marcus & Millichap, Inc. With over 175 employees in offices across the co…
Type: Full-time

Setpoint

Capital Solutions Manager Austin
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…

Servicenow

Client Relationship Manager / Solution Strategist Austin
Skills & Focus: business development, relationship management, client engagement, virtual teams, strategic leadership, customer experience, growth management, stakeholder relationships, solution development, financial targets
About the Company: ServiceNow provides cloud-based solutions that define, structure, and automate workflows to transform the way work gets done. They serve enterprise clients acr…

Bank Of America

Advisor Development Program - Financial Solutions Advisor Trainee Austin
Skills & Focus: financial advice, client relationships, wealth management, investment solutions, financial goals, Securities Industry licenses, client care, financial interactions, sales role, regulatory due diligence
Type: Full-time

Lennar

Loan Officer Austin
Skills & Focus: Loan Officer, sales, customer service, mortgage products, lead generation, homebuyer seminars, loan applications, real estate, customer relationships, teamwork
About the Company: Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, a…
Experience: At least three years of Loan Originating experience
Type: Full-Time
Benefits: Robust health insurance, 401(k) plan with company match, Paid Parental Leave, Education Assistance Program, up to $30,0…

Ameriprise

Financial Advisor Associate Austin
Skills & Focus: financial, advisor, client, financial planning, licensing, recommendations, business, client service, regulatory, ecosystem
About the Company: A diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022, advising over 2 million clients gl…
Type: Full-time

Easy Street Capital

Account Executive Austin
Skills & Focus: Account Executive, sales, real estate, loan origination, inbound leads, customer relationship management, DSCR Loans, marketing support, lead conversion, mortgage lending
About the Company: Easy Street Capital is looking for an Account Executive (Inside Sales) to provide loans for real estate investors looking for financing residential (1-10 unit)…
Experience: Experience in a general Account Executive, sales, or originations role, mortgage lending, real estate leasing or brokerage a plus.
Type: Full-time
Benefits: Company sponsored health insurance, Company sponsored 401(k), Paid vacation time, Paid sick leave

Visa

Director, Issuing Solutions Specialized Sales Austin
Skills & Focus: Sales Leader, FinTech, Issuers, Sales Operations, Client Satisfaction, Sales Strategies, Visa Solutions, Cross-functional Collaboration, Customer Acquisition, Market Feedback
About the Company: Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments to fast, secure, and reliable electro…
Experience: Significant experience within the financial services industry, specifically with FinTech Issuers/Program Managers.
Type: Hybrid

Hippo

Homeowner Line of Business Manager Austin
Skills & Focus: Insurance Product Strategy, Builder Home Line of Business, Sales Teams, Marketing, Underwriting, Actuarial, Growth and Profit, Financial Reports, Product Management, Analytical Skills
About the Company: Our mission is to deliver intuitive and proactive protection for homeowners, combining the power of technology with a human touch. Hippo built the world’s firs…
Experience: At least 10 years of personal lines insurance experience, encompassing the Homeowner Line of Business

Ameriprise Financial

Branch Manager Austin
Skills & Focus: business growth, leadership, client acquisition, sales success, network development, financial planning, coaching, onboarding, risk management, culture development
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in…
Experience: 3 - 5 years of relevant work experience
Type: Full-time

Floqast

Business Development Representative Austin
Skills & Focus: Business Development, Sales, Public Accounting, Finance, Accounting, Chief Financial Officer, CFO, Client-facing, Team-driven, Career advancement
Experience: Past Audit/Accounting experience is REQUIRED

Park Place Finance

Account Executive - Hard Money Lender Austin
Skills & Focus: account executive, hard money lending, client relationships, loan process management, qualification and compliance, prospect engagement, financial solutions, real estate market, customer service, sales
About the Company: Park Place Finance is a premier nationwide private lender specializing in residential investment property fix-and-flips, ground up construction, and DSCR loans…
Experience: 1+ years experience in the hard money sector (required)
Salary: $120,000 - $250,000 a year
Type: Full-time
Benefits: Comprehensive Health Coverage, Retirement Planning, Wellness Facilities, Exclusive Perks
Loan Servicing Manager Austin
Skills & Focus: Loan Management, Borrower Support, Project Supervision, Loan Compliance, Investor Collaboration, Portfolio Oversight, Property Marketing, Financial Reporting, Policy Development, Team Leadership
Experience: 2+ years
Type: Full-time
Benefits: Competitive salary + opportunity to grow, 100% company-paid medical, dental, and vision insurance premiums, 401k plan w…

Spinnaker

Director, Program Business - Spinnaker Austin
Skills & Focus: risk management, insurance, commercial lines, P&L responsibility, compliance, reinsurance, program management, relationship management, underwriting, audits
About the Company: Spinnaker is a national property and casualty insurance company rated A- VIII by A.M., that is a wholly owned and independently operated subsidiary of Hippo In…
Experience: Minimum of 7-10 years of risk management experience in personal and/or commercial insurance positions of increasing responsibility required
Benefits: Multiple medical plans to choose from and 100% employer covered dental & vision plans for our team members and their fa…

Smartbiz Bank

Closing Specialist Austin
Skills & Focus: loan processing, closing actions, detail-oriented, SBA knowledge, multitask, KPI, compliance standards, documentation review, banking solutions, small business lending
About the Company: Evolving from SmartBiz Loans, a leading provider of small business loans, SmartBiz Bank offers a broad range of business banking solutions to small businesses …
Experience: 2+ years experience as a bank Loan Processor or Closing Specialist
Type: Full-time
Benefits: 100% paid medical, dental, and vision benefits for employees and their domestic partners and dependents; 100% paid life…