Last updated: 2025-05-22

31 Financial Services Sales And Management jobs in New York City.

Hiring now: Head Of Fxconnect @ State Stre, Citizens Banker @ Citizens, Relationship Management C @ Lincoln Fi, Fi Mgr @ Murgado Au, Sales And Service Banker @ Popular, Bilingual Consumer Loan S @ Onemain Fi, Technical Account Mgr @ Ion Market, Head Of Sales For Bluevin @ Bluevine, Technical Account Mgr @ Ion, Client Relationship Mgrba @ Cognizant.Explore more at at kaamvaam.com

🔥 Skills

relationship management (8) client relationships (7) customer service (7) sales (7) risk management (5) financial services (4) customer experience (4) Sales (4) business development (4) wealth management (4)

📍 Locations

Jersey City (6) Princeton (6) Edison (3) Elizabeth (3) Paramus (3) East Orange (2) Kearny (2) Lakewood (2) Newark (2) Clifton (1)
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State Street

Head of FXConnect Clifton
Skills & Focus: FXConnect, foreign exchange, trading technology, client solutions, business strategy, regulatory compliance, business opportunities, performance metrics, client relationships, inclusive environment
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. For more than two centuries, we’ve been helpi…
Experience: Minimum of 10 years’ experience in senior management capacity; Extensive experience in FX markets (15+ years preferred)
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, flexible Work Programs, development programs and educational suppor…

Citizens

Citizens Banker East Orange
Skills & Focus: banking, customer service, financial services, sales, client relations, community support, teamwork, career growth, professional development, diversity and inclusion
About the Company: Citizens is a leading financial institution focused on providing a wide range of banking services and fostering community growth.
Type: Full-time
Banker East Orange
Skills & Focus: banking, customer service, financial services, professional, career growth, diversity, inclusion, community, wellness, leadership
About the Company: Citizens is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Type: Full-time
Benefits: Benefits resources and programming to surface healthy habits and support the whole you, across all aspects of your life.

Lincoln Financial

Relationship Management Consultant Edison
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management Edison
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Murgado Automotive Group

F&I Manager Edison
Skills & Focus: Automotive, Finance, F&I Manager, Sales, Compliance, Negotiation, Documentation, Customer Service, Profitability, Credit Decisions
About the Company: Murgado Automotive Group is part of one of the best automotive groups in the country, emphasizing strong team values and career growth opportunities for its em…
Experience: At least three (3) years of automotive or finance sales experience
Type: Full-time
Benefits: Medical Plan, Dental Plan, Vision Plan, 401(k) Savings Plan, Supplemental Insurances, Paid Vacation time

Citizens

Private Client Financial Advisor Elizabeth
Skills & Focus: Wealth Management, Financial Advisor, Client Services, Investment Strategies, Portfolio Management, Financial Planning, Sales, Customer Relationship Management, Risk Assessment, Market Analysis
Experience: Professional
Type: Full Time
Financial Advisor Elizabeth
Skills & Focus: Wealth Management, Private Banking, Portfolio Management, Client Management, Investment Strategies, Financial Planning, Risk Assessment, Market Research, Regulatory Compliance, Relationship Building
About the Company: Citizens is a financial institution committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respected, and heard.
Experience: Professional
Type: Full-time

Popular

Sales and Service Banker Elizabeth
Skills & Focus: bank products, sales, customer service, relationship-building, digital banking, account opening, risk management, compliance, community involvement, financial solutions
About the Company: Popular is Puerto Rico's leading financial institution with a presence in the United States, the Caribbean, and Latin America.
Experience: At least one year of successful sales experience and six months cash handling experience or equivalent related experience and training
Salary: $26.00 - $29.25 per hour (base salary) plus incentives, commissions, and benefits
Type: On-site
Benefits: Comprehensive health plan, flexible time off options, savings and investment plans

Onemain Financial

Bilingual Consumer Loan Sales Specialist Elmwood Park
Skills & Focus: Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Trainee, Finance
About the Company: OneMain Financial is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworki…
Experience: Entry to Mid-Level
Type: Full-time
Benefits: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, an…

Ion Markets

Technical Account Manager Jersey City
Skills & Focus: Technical Account Manager, service delivery, customer engagement, fixed income, primary point of contact, service perception, client relationship, service engagement, Financial Services, Jersey City
About the Company: ION Markets is a leading technology provider for the financial services industry, specializing in fixed income and other enterprise-grade solutions.
Type: Full-time

Bluevine

Head of Sales for Bluevine Lending and Credit Jersey City
Skills & Focus: sales leader, lending products, sales effectiveness, data-driven decision-making, coaching, sales operations, performing sellers, sales process, pipeline management, sales culture
About the Company: Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With be…
Experience: 10+ years of relevant sales and sales management experience in FinTech
Salary: $121,520 - $148,820 base; $173,600 - $212,600 on-target earnings
Type: Full-time
Benefits: Excellent health coverage and life insurance benefits, 401K with an immediate 3% company match, PTO, Company Holidays, …

Ion

Technical Account Manager Jersey City
Skills & Focus: customer success, Foreign Exchange, Capital Markets, B2B, software platforms, client relationships, problem solving, consultative mindset, commercial savviness, retention strategy
Experience: Proven track record in high-touch enterprise segments with B2B enterprise software platforms
Salary: 95,000 - 130,000 USD
Type: Full-time

State Street

Global Head of Sales Jersey City
Skills & Focus: client acquisition, sales strategy, electronic trading, financial technology, investment research, sales management, relationship management, short-term investment, performance metrics, industry trends
About the Company: State Street’s global suite of market leading electronic trading platforms (FX Connect, Currenex, Trade Nexus, Fund Connect) providing solutions for market par…
Experience: Minimum of 15 years’ experience in sales/sales management capacities
Type: Full-time

Cognizant

Client Relationship Manager-Banking & FS Jersey City
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-…

Bluevine

Inside Sales Representative Jersey City
Skills & Focus: sales, quotas, prospects, underwriting, customer service, pipeline management, CRM, Fintech, SaaS, business owners
About the Company: Bluevine is transforming small business banking with innovative solutions like checking, lending, and credit—all tailored to help entrepreneurs thrive. With be…
Experience: Minimum 1 year of sales experience
Salary: $42,360 - $50,820
Type: Full-time
Benefits: Excellent health coverage and life insurance benefits, 401K with an immediate 3% company match, PTO, Company Holidays, …

Provident Bank

VP, Branch Manager Kearny
Skills & Focus: branch management, sales, customer service, leadership, risk management, business development, operations, team coaching, community engagement, financial products
About the Company: For more than 180 years, Provident Bank has served individuals, families, and businesses in our local communities with personal and business banking services.
Experience: 7 years management experience in a sales and service environment
Type: Full-time
VP, Branch Manager Kearny
Skills & Focus: Branch Manager, customer relationships, operational management, leadership, sales skills, coaching, community involvement, risk management, banking, customer service
About the Company: Provident Bank has served individuals, families, and businesses in our local communities with personal and business banking services for more than 180 years.
Experience: 7 years management experience in a sales and service environment
Type: Full-time
Personal Banker Lakewood
Skills & Focus: Sales, Customer Service, Retail Banking, Financial Transactions, Account Management, Cross-Selling, Customer Relationships, Compliance, Branch Operations, Team Support
About the Company: For more than 180 years, Provident Bank has served individuals, families, and businesses in our local communities with personal and business banking services.
Experience: Minimum of 6 months of sales and service experience in a customer facing retail environment
Type: Full-time

Ameriprise Financial

Manager, Franchise Recruiting & Engagement Newark
Skills & Focus: recruiting, advisor engagement, practice growth, business planning, onboarding, project management, relationship management, negotiation, communication, financial services
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: 5+ years of experience
Salary: $94,400 - $162,800 / year
Type: Full-time
Benefits: Comprehensive benefits program that supports all aspects of your health and well-being, including vacation time, sick t…

Popular

Commercial Relationship Officer Newark
Skills & Focus: business development, client portfolio, relationship management, credit analysis, financial solutions, community engagement, portfolio monitoring, credit renewal, loan documentation, credit standards
About the Company: Popular is Puerto Rico’s leading financial institution, evolving over a century into a large corporation offering a variety of financial services across the Un…
Experience: Seven or more years of experience in commercial credit or related experience
Salary: $140,000.00 - $155,000.00 annually
Type: On-site
Benefits: Comprehensive health plan, flexible time off options, and savings and investment plans

Bank Of America

Wealth Management Client Associate Paramus
Skills & Focus: client service support, wealth management, investment products, client relationships, operational excellence, risk management, financial advisors, customer focus, service needs, advisory team
About the Company: Bank of America is a leading financial institution providing wealth management, banking, and investment services.
Experience: High School Diploma / GED / Secondary School or equivalent
Type: Full-time

Lincoln Financial

Relationship Management Consultant Paramus
Skills & Focus: relationship management, customer experience, group benefits, client relationships, internal stakeholders, communication, service delivery, financial products, training, service needs
About the Company: Lincoln Financial Group provides financial services and insurance, focused on group benefits and individual solutions.
Experience: 3 – 5+ Years experience in relationship management
Type: Hybrid/Flexible
Relationship Management Specialist, Local Market Account Management Paramus
Skills & Focus: relationship management, customer experience, broker, client communication, products and services, problem resolution, process improvements, sales growth, team collaboration, customer service excellence
About the Company: Lincoln Financial Group helps people take charge of their financial lives through all stages. It offers life insurance, retirement, and long-term care solution…
Experience: 1 - 3+ Years
Salary: $53,500 - $96,300
Type: Hybrid/Flexible
Benefits: Competitive 401K, free financial counseling, health coaching, employee assistance program, tuition assistance program, …

Blackrock

Internal Wholesaler - Market Sales Partner/Sales Analyst Princeton
Skills & Focus: sales, client relationships, financial advisors, relationship management, investment solutions, sales presentations, portfolio construction, retirement benefits, communication skills, collaboration
About the Company: BlackRock is a global investment manager and fiduciary to our clients, committed to helping more people experience financial well-being.
Experience: Entry-level
Salary: $80,000.00 - $90,000.00
Type: Full-time
Benefits: Comprehensive healthcare, strong retirement plan, tuition reimbursement, Flexible Time Off
Analyst/Associate Client Services Princeton
Skills & Focus: client onboarding, investor servicing, product lifecycle, capital activity, risk management, data integrity, regulatory reporting, financial services, operational processes, automation
About the Company: BlackRock is the world's largest asset manager, managing over USD $10 trillion of assets. The company aims to empower its employees and provide a positive work…
Experience: 3-5 years of experience for Associate role; 1-3 years of experience for Analyst role.
Salary: USD$85,500.00 - USD$105,000.00
Type: Full-time
Benefits: Comprehensive healthcare, retirement benefits, leave benefits, Flexible Time Off (FTO), tuition reimbursement.
Vice President, Client Relationship Manager Princeton
Skills & Focus: Client Relationship Manager, business development, investment management, wealth advisors, custom index solutions, portfolio management, communication skills, negotiation skills, HNW market, Salesforce CRM
About the Company: At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are sa…
Experience: five-plus years in the investment management industry
Salary: USD$155,000.00 - USD$210,000.00 for New York; USD$140,000.00 - USD$199,000.00 for Princeton
Type: Full-time
Benefits: healthcare, leave benefits, retirement benefits, tuition reimbursement, Flexible Time Off (FTO)

Merrill Wealth Management

Merrill Financial Solutions Advisor - Princeton Bucks County Market Princeton
Skills & Focus: wealth management, investment products, Client relationships, financial goals, portfolio growth, client development, regulatory compliance, advisory strategies, client reviews, professional development
About the Company: A leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals-…
Experience: Two years in the financial service industry and/or sales environment with goals met/exceeded
Type: Full-time
Merrill Financial Solutions Advisor - Princeton Bucks County Market Princeton
Skills & Focus: wealth management, investment products, Client relationships, financial goals, portfolio growth, client development, regulatory compliance, advisory strategies, client reviews, professional development
About the Company: A leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions, specializing in goals-…
Experience: Two years in the financial service industry and/or sales environment with goals met/exceeded
Type: Full-time

Blackrock

Hybrid Market Leader/Sales Specialist Princeton
Skills & Focus: client relationships, financial advisors, sales, investment insights, portfolio construction, wealth management, subject matter expertise, market trends, business development, collaboration
About the Company: BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors.
Experience: Minimum 3+ years sales experience within asset management, wealth management, or the financial industry.
Salary: USD$100,000.00 - USD$110,000.00
Type: Hybrid
Benefits: Employees are eligible for an annual discretionary bonus, health care, leave benefits, retirement benefits, tuition rei…