Last updated: 2025-05-20

10 Financial Services Sales And Management jobs in Raleigh.

Hiring now: Actiflo Prod Mgr @ Veolia Wat, Client Relationship Mgr L @ Cognizant, Lead Advisor @ Brighton J, New Biz Associate @ Plaid, Production Mgr @ Lennar, Client Service Associate @ Envestnet.Explore more at at kaamvaam.com

🔥 Skills

technical support (3) collaborative (3) Client Relationship Management (2) Consulting (2) P&L Management (2) Stakeholder Engagement (2) Business Development (2) Client Satisfaction (2) Project Management (2) Communication Skills (2)

📍 Locations

Durham (4) Raleigh (4) Cary (1) Morrisville (1)
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Veolia Water Technologies, Inc.

ACTIFLO Product Manager Cary
Skills & Focus: ACTIFLO technology, product management, technical support, budget management, risk management, market development, sales forecasts, competitive analysis, negotiation skills, business opportunities
About the Company: Veolia Water Technologies focuses on providing separation technologies.

Cognizant

Client Relationship Manager - LifeSciences Durham
Skills & Focus: Client Relationship Management, Life Sciences, Consulting, P&L Management, Stakeholder Engagement, Business Development, Client Satisfaction, Problem Solving, Project Management, Communication Skills
About the Company: Cognizant is one of the world’s leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-b…
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
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…

Brighton Jones

Lead Advisor Durham
Skills & Focus: lead advisor, CFP®, team-based environment, client experience, marketing, business development, operations, compassion, curiosity, collaboration
About the Company: We are the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our mission goes …
Experience: CFP® certification and a passion for helping clients
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Cognizant

Client Relationship Manager - LifeSciences Durham
Skills & Focus: Client Relationship Management, P&L Management, Consulting, Stakeholder Engagement, Problem-Solving, Business Development, Client Satisfaction, Project Management, Communication Skills, Lifesciences Industry Trends
About the Company: Cognizant is one of the world’s leading professional services companies, helping clients become data-enabled and data-driven in 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
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…

Plaid

New Business Associate Durham
Skills & Focus: financial technology, sales, customer centric, goal-oriented, collaborative, fast-paced, inbound leads, opportunity qualification, revenue acquisition, business operations
About the Company: At Plaid, our mission is to unlock financial freedom for everyone. Plaid powers the tools millions of people rely on to live a healthier financial life and wor…
Type: Full-time
Benefits: #LI-Hybrid

Lennar

Production Manager Morrisville
Skills & Focus: mortgage lending, supervisory, customer service, business origination, loan applications, team management, flexible schedule, real estate, pipeline management, client communication
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: Three years mortgage lending experience: originating, processing, closing and underwriting FHA/VA/Conventional loans; at least one year in a full-charge supervisory/management capacity.
Type: Full-Time
Benefits: Health insurance plans, including Medical, Dental, and Vision coverage, 401(k) Retirement Plan with a $1 for $1 Company…

Envestnet

Client Service Associate - Tamarac Reporting Raleigh
Skills & Focus: client support, financial reporting, technical support, training, customer satisfaction, issue management, finance industry, problem solving, relationship building, product knowledge
About the Company: Envestnet is transforming the way financial advice and wellness are delivered through innovative technology, solutions, and intelligence, supporting trillions …
Experience: 1+ years in financial services or related field
Benefits: Health benefits, PTO & VTO, 401K, annual bonus, parental stipend, tuition reimbursement, student debt program, charitab…

Brighton Jones

Lead Advisor Raleigh
Skills & Focus: lead advisor, CFP®, team-based environment, client experience, marketing, business development, operations, compassion, curiosity, collaboration
About the Company: We are the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our mission goes …
Experience: CFP® certification and a passion for helping clients
Type: Full-time
Benefits: Investment in personal and professional growth, MESI Training, teammate-led Giving, Richer Life Partners, path to owner…

Plaid

New Business Associate Raleigh
Skills & Focus: financial technology, sales, customer centric, goal-oriented, collaborative, fast-paced, inbound leads, opportunity qualification, revenue acquisition, business operations
About the Company: At Plaid, our mission is to unlock financial freedom for everyone. Plaid powers the tools millions of people rely on to live a healthier financial life and wor…
Type: Full-time
Benefits: #LI-Hybrid

Envestnet

Client Service Associate - Advisor Raleigh
Skills & Focus: client service, financial advisors, platform functionality, support and training, customer satisfaction, relationship building, advice delivery, collaborative, technical support, financial services
About the Company: Envestnet is a financial technology company transforming the way financial advice is delivered through connected technology, advanced insights, and asset manag…
Experience: 1-3 years in financial services in a client-facing role
Type: Full-time
Benefits: Health benefits, paid time off, 401K, annual bonus, parental stipend, tuition reimbursement, student debt program, char…