Last updated: 2025-05-22

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

Hiring now: Mgr Portfolio Government @ Pathward N, Reverse Mortgage Loan Off @ Cmg Financ, Team Dev @ Bank Of Am, Sr Underwriter @ Trustly, Relationship Mgr Iii Midd @ Provident , Entry Loan Officer @ Summit Fun, Dir Capital Solutions @ Setpoint, Mortgage Loan Officer @ Citizens, Client Exec East Region @ Markel, Collections Coordinator @ Lendbuzz.Explore more at at kaamvaam.com

🔥 Skills

sales (10) business development (9) Business Development (7) risk assessment (6) communication skills (6) underwriting (6) financial analysis (6) customer service (6) financial services (6) Client Relationships (6)

📍 Locations

United States (84)
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Pathward, N.A.

Manager, Portfolio (Government Lending / USDA) United States
Skills & Focus: credit origination, government loans, portfolio management, economic mobility, financial inclusion, team management, risk assessment, data analytics, client outreach, policy development
About the Company: We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barr…
Experience: Typically 5+ years with bachelor's or equivalent.
Salary: $103,511.83 – $191,170.01
Type: Remote
Benefits: Health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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

Bank Of America

Team Developer United States
Skills & Focus: Loan Servicing, Financial Transactions, Customer Support, Loan IQ, Wire Matching, General Ledger, Loans Lifecycle, Credit Documents, Client Communication, Stakeholder Management
About the Company: Bank of America is a multinational investment bank and financial services company headquartered in the United States.
Experience: 4-8 Years of relevant experience

Pathward, N.A.

Managing Director, Business Development (Commercial / Equipment Finance) United States
Skills & Focus: prospecting, qualifying, closing, financial products, market research, underwriting, negotiation, portfolio performance, referral sources, financial access
About the Company: A financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. They strive to remove barriers …
Experience: 8+ years experience in commercial finance, structured financing, working capital, equipment financing or insurance premium financing
Salary: $103,511.83 – $191,170.01
Benefits: Health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off and more

Trustly

Senior Underwriter United States
Skills & Focus: payments, underwriting, Risk team, open banking, self starter, commercial underwriting, fast growing, global network, financial responsibility, flexibility
About the Company: At Trustly, we are on a mission to deliver a better way to pay and get paid. We are revolutionizing the payments industry by making Pay by Bank the new standar…
Experience: expertise in commercial underwriting

Provident Bank

Relationship Manager III - Middle Market Lending United States
Skills & Focus: loan origination, financial analysis, risk assessment, creditworthiness, portfolio management, community relationships, cross-selling, market conditions, loan structuring, credit judgment
About the Company: Provident Bank has served individuals, families, and businesses in local communities with personal and business banking services for over 180 years.
Experience: Minimum 10 years’ experience in loan analysis and financial analysis

Summit Funding

Entry Level Loan Officer United States
Skills & Focus: loan officer, mortgage sales, residential home loans, customer relationships, real estate referrals, commission-based pay, appointment setters, marketing support, long-term relationships, collaboration and support
Experience: Entry Level
Salary: $20.19/hr plus commissions
Type: Full-time

Setpoint

Director, Capital Solutions United States
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…

Citizens

Mortgage Loan Officer United States
Skills & Focus: Mortgage, Loan Officer, Bank Branch, Citizen, Finance, Accounting, Bilingual, Professional, Client Relationship, Remote
Experience: Professional
Type: Full Time

Markel Group

Client Executive - East Region United States
Skills & Focus: relationship management, client satisfaction, business development, negotiation, insurance programs, account retention, profitability, financial analysis, client training, CRM database
About the Company: Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and…
Experience: Five (5) years’ experience in relationship management or three (3) years’ experience in financial institution lending background.
Salary: $65-75K/year with a 12% bonus potential
Type: Full-time
Benefits: Competitive benefit programs including health, dental, vision insurance, 401(k) with employer match, PTO, and parental …

Lendbuzz

Collections Coordinator United States
Skills & Focus: collections, delinquent payments, auto loan accounts, financial opportunity, personalized, innovative technologies, underserved borrowers, critical thinking, team member, diversity
About the Company: Lendbuzz develops innovative technologies that provide underserved and overlooked borrowers with better access to credit, built around a commitment to diversit…
Collections Coordinator United States
Skills & Focus: collections, delinquent payments, auto loan accounts, financial opportunity, personalized, innovative technologies, underserved borrowers, critical thinking, team member, diversity
About the Company: Lendbuzz develops innovative technologies that provide underserved and overlooked borrowers with better access to credit, built around a commitment to diversit…

Anchorage Digital

Client Operations Team Lead, Stablecoins and Cash Management United States
Skills & Focus: stablecoins, cash management, operations, client experience, regulations, payment processing, digital assets, financial operations, risk management, team leadership
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…
Experience: 7+ years of experience in institutional financial operations with a significant focus on Fiat cash management
Type: Full-Time

Modern Life

Life Insurance Brokerage Manager United States
Skills & Focus: life insurance, brokerage manager, advisors, networking, case design, communication skills, referrals, business submission, technology, financial advisors
About the Company: Modern Life combines advanced technology with the advice of the country’s top life insurance experts. We help advisors streamline their practice so they can fo…
Experience: 5+ years of experience as a Life Insurance Brokerage Manager
Salary: $65,000 - $85,000
Type: Full Time
Benefits: Equity, Flexible PTO, 10 paid holidays, Employer-Sponsored medical, dental, and vision insurance, 401K and supplemental…

Citizens

Finance and Accounting Jobs United States
Skills & Focus: Finance, Accounting, Risk Management, Data Analytics, Customer Service, Commercial Banking, Corporate, Wealth Management, Technology, Development
About the Company: Financial institution committed to building a diverse, inclusive, and high-performing culture.
Experience: Professional
Type: Full Time
Benefits: Comprehensive benefits, resources, and programming to support overall well-being.
Commercial Banking Jobs United States
Skills & Focus: Commercial Banking, Operations, Product Support, Treasury Sales, Loan Management, Digital Product Management, Process Automation, Governance, Sponsorship Compliance, Equity
Type: Full Time

Xsolla

Global Banking and Payments Director United States
Skills & Focus: global banking relationships, financial payments, growth, banking operations, payment infrastructure, internal teams, banking partners, relationship management, international bank accounts, financial operations
About the Company: Xsolla is a global e-commerce organization that services the gaming industry with a robust and powerful set of tools and services. As an innovative leader in g…

Caribou

Program Specialist, Lending Partnerships United States
Skills & Focus: auto loans, lending, partnerships, sales, credit unions, bank relationships, program management, negotiation, CRM, travel
About the Company: Caribou is a financial services company focused on providing auto loan refinancing solutions, backed by notable investors such as QED Investors, Goldman Sachs,…
Experience: 8+ years in related sales or credit fields
Salary: $104,000 - $130,000
Benefits: Competitive cash compensation, performance incentives, equity, 401k, paid time off, health and wellness benefits, profe…

Anchorage Digital

Client Operations Team Lead, Collateral Management Services United States
Skills & Focus: Operations, Collateral Management, KPI, Margin Management, Client Interactions, Collateral Liquidation, Trading Desk, Performance, Risk Mitigation, Operational Procedures
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Vgs

Technical Sales Representative - Payments United States
Skills & Focus: payment tokenization, sales cycle, Fintech, data security, client relationships, SaaS, strategic partnerships, product strategy, business development, communication skills
About the Company: VGS is the world's leader in payment tokenization, providing processor-agnostic tokenization solutions via secure universal token vaults.
Experience: 5+ years in a technical sales role
Salary: $100,000 - $120,000 a year + Commission
Type: Full-time
Benefits: Flexible work hours, competitive health benefits, stock options, 401k plan, life and disability insurance, flexible spe…

Busey Bank

Director of Wealth Management Client Services United States
Skills & Focus: Wealth Management, Client Services, Leadership, Performance Management, Regulatory Compliance, Customer Service, Team Development, Client Engagement, Process Improvement, Strategic Initiatives
About the Company: Busey Bank is a financial institution that values diversity and inclusion, focusing on delivering exceptional service within the financial services industry.
Experience: 10 or more years related experience in the financial services industry, 4+ years management experience.
Salary: $68,000 - $94,000
Type: Full-time
Benefits: Competitive benefits package including 401(k) match, profit sharing, paid time off, medical, dental, vision, life insur…

Citizens

Private Client Relationship Manager United States
Skills & Focus: Private Banking, Financial Services, Client Relationship, Customer Experience, Team Collaboration, Community Impact, Professional Development, Diversity and Inclusion, Well-being, Banking Technology
About the Company: Citizens is a leading financial institution committed to building a diverse, inclusive, and high-performing culture.

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.

Berkadia

VP – Product Originations, Affordable Housing United States
Skills & Focus: affordable loan products, deal negotiation, loan transactions, GSE compliance, financial analysis, customer service, risk mitigation, deal structuring, capital stacks, project management
About the Company: Berkadia’s mortgage banking platform is consistently ranked among Fannie Mae, Freddie Mac and HUD’s top lenders and is seamlessly integrated with our investmen…
Experience: Seven to ten years prior experience in a similar position.
Benefits: Monthly paid volunteer hours and donation matching, Employee Resource Groups, Fertility and family planning services, U…

Intuit

Sales Leader, Money Account Management United States
Skills & Focus: sales, account management, financial services, client relationships, leadership, strategic planning, customer success, team management, business growth, revenue
About the Company: A financial software company providing solutions for various financial and tax management needs.

Alpaca

Fixed Income Trader & Operations Associate II United States
Skills & Focus: fixed income, trade execution, settlements, corporate actions, regulatory requirements, operations, compliance, client communication, SQL, organizational skills
About the Company: Alpaca is a US California headquartered brokerage infrastructure technology company and self-clearing broker-dealer, delivering execution and custody solutions…
Experience: Minimum of 5 years in the fixed income industry.
Type: Full-time
Benefits: Health benefits start on day 1. In the US, this includes Medical, Dental, Vision. Additionally, a one-time USD $500 for…

Assurant

Automotive F&I Account Specialist United States
Skills & Focus: Automotive, F&I Manager, Performance Standards, Client Relations, Sales, Training, Expense Management, Travel, Customer Service, Team Player
About the Company: Assurant is a leading global business services company that supports, protects, and connects major consumer purchases. A Fortune 500 company with a presence in…
Experience: A minimum of 3 years retail automotive dealership experience, specifically F&I.
Salary: $108,000
Type: Full Time
Benefits: For U.S. benefit information, visit myassurantbenefits.com.

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…

Entersekt

Account Executive United States
Skills & Focus: digital banking, fraud prevention, payment security, mobile authentication, sales, client relations, customer success, strategic partnerships, cybersecurity, SaaS
About the Company: Entersekt is a leader in digital banking fraud prevention and payment security, including mobile authentication, mobile app security, and 3-D Secure authentica…
Experience: 8+ years of prior sales experience in cybersecurity, fraud prevention, or authentication solutions.
Type: Full-time
Benefits: Flexible hours, remote work, growth opportunities.

Bertram Capital Management

Originations, Lower Middle Market Associate United States
Skills & Focus: Business Development, Origination, Capital Markets, Investment Opportunities, Intermediary Relationships, Market Research, SalesForce, Networking, Strategic Objectives, Marketing
About the Company: Bertram Capital is a private equity firm targeting investments in lower middle market companies. Since its inception in 2006, the firm has raised over $4B of c…
Experience: 7+ years product management/marketing, management or finance industry experience
Salary: $175,000- $200,000 total annual compensation plus additional annual bonus beginning after 1 year of tenure.
Type: Full-time
Benefits: Comprehensive medical, dental, and vision benefits; generous 401K match; 'take what you need' PTO policy

Ing

Regional Director Guided & Relationship Banking NE NL United States
Skills & Focus: Regional Director, Guided Banking, Relationship Banking, sales, P&L, customer experience, stakeholder management, financial services, commercial strategy, transformation
About the Company: ING is a global bank that provides financial services to clients in various segments including self-employed, micro, SME, and mid-corporates.
Experience: 10+ years in a commercial role, leading sales professionals
Salary: €9,872 - €15,557 gross per month based on 36 hours
Type: Full-time
Benefits: 24-29 vacation days depending on contract; pension scheme; 13th month salary; individual savings contribution; 8% holid…

Bhg Financial

Loan Servicing Associate United States
Skills & Focus: loan servicing, financial solutions, Excel skills, autonomous, accounting and finance, data analytics, business loans, customer success, community banks, high-energy environment
About the Company: BHG Financial is dedicated to helping accomplished professionals, small businesses, and institutions build upon their success through innovative financial solu…

Goodleap

Senior Loan Officer, Mortgage United States
Skills & Focus: Loan Officer, mortgage banking, customer service, sales, lead generation, MLO license, team player, commission, financing, sustainable solutions
About the Company: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-…
Experience: 2-5 years of mortgage experience
Salary: $16/hour + commission
Type: Full-time
Benefits: Competitive base salary with a tiered commission and bonus structure; Inbound pre-screened leads provided; Continual ed…

Busey Bank

Commercial Credit Officer United States
Skills & Focus: credit underwriting, portfolio management, financial data, loan approval, risk assessment, commercial banking, loan structuring, credit policy, client relationship, loan review
About the Company: A financial institution offering banking and loan services, including commercial credit solutions.
Experience: 7 or more years of Commercial Real Estate Credit experience
Salary: $110,000 - $140,000 per year
Type: Full-time
Benefits: 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, life insurance, lon…

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…

Mercury

eCommerce Sales Executive United States
Skills & Focus: eCommerce, sales pipeline, prospect, close, pipeline management, financial tools, credit products, sales cycles, merchant needs, capital offers
About the Company: Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust, Members FDIC.
Experience: 1 year+ of closing experience as an account executive
Salary: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $134,600 - $168,200; US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $121,100 - $151,400; Canadian employees (any location): 127,100 - 158,900 CAD
Type: Full-time
Benefits: The total rewards package at Mercury includes base salary, equity, and benefits.

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…
Managing Director, Business Development Officer United States
Skills & Focus: Business Development, Financial Services, Client Relationships, Referral Program, Sales Incentive Plan, Investment Solutions, Onboarding Clients, Client Discovery Process, Wealth Advisory, Team Collaboration
Experience: Minimum 10 years in Financial Services sales
Salary: $100,000
Benefits: We offer a variety of benefits that support employees and their families including Medical, Dental, Vision Insurance, L…

Yipitdata

Client Account Manager United States
Skills & Focus: market research, analytics, alternative data, investment decisions, client relationships, business development, renewals, upsell, client strategy, data-driven investment
About the Company: YipitData is a leading market research and analytics firm specializing in alternative data for the disruptive economy, providing insights on sectors like rides…
Experience: Minimum 3+ years of relevant client-facing experience
Benefits: Flexible work hours, open vacation policy, 401K match, parental leave, wellness and WFH budget, learning reimbursement,…

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…

Woo X

Global Business Development Manager (Card Team) United States
Skills & Focus: business development, credit card, payments, financial services, partnerships, customer experience, market trends, transaction volume, negotiations, regulatory compliance
About the Company: WOO X is a global centralised crypto futures and spot trading platform offering best-in-class liquidity and price execution. WOO X has an average daily volume …
Experience: 4+ years of proven experience in business development, partnerships, or sales within the credit card, payments, or financial services industry.
Benefits: Enjoy work flexibility, a supportive team, and an environment that nurtures your ideas. Plus, expect a performance-base…

Kayne Anderson Rudnick

Managing Director, Business Development Officer United States
Skills & Focus: Business Development, Financial Services, Client Referrals, Sales, Wealth Management, Investment Solutions, Relationship Management, Client Onboarding, Sales Incentive Plan, Custodial Referral
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: Medical, Dental, and Vision Insurance; Life and Disability Insurance; Health Savings Account with a Company Match; Flex…

Affirm

Senior Staff Engineer United States
Skills & Focus: capacity planning, load testing, engineering infrastructure, collaboration, innovation, cluster management, mentorship, technical strategy, Fintech, B2C
About the Company: Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compound…
Experience: 12+ years software engineering experience
Salary: USA base pay range (CA, WA, NY, NJ, CT) per year: $260,000 - $310,000; USA base pay range (all other U.S. states) per year: $232,000 - $282,000
Benefits: Health care coverage, Flexible Spending Wallets, Time off, ESPP - Employee stock purchase plan

Park Place Finance

Senior Account Executive - DSCR Loans United States
Skills & Focus: DSCR Loans, loan officer, Non-QM, investment property, high volume, loan originations, communications skills, product knowledge, training, leads
About the Company: a leading direct, nationwide private money lender seeking an experienced loan officer for their Investment Property Non-QM-DSCR Loan Originations
Salary: $80,000 - $200,000 a year
Type: Full Time
Benefits: 100% Company paid health insurance

Kayne Anderson Rudnick

Managing Director, Business Development Officer United States
Skills & Focus: Financial Consultants, Business Development, Client Referrals, Wealth Advisory, Investment Solutions, Custodial Referral, Salesforce, Client Relationships, New Business Development, Employee Assistance Program
About the Company: KAR is a top participant in the Fidelity client referral program, Wealth Advisor Solutions (WAS), offering high quality investment strategies and wealth soluti…
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…

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

Goodleap

Business Development Manager United States
Skills & Focus: business development, partner success, home improvement, sales process, problem solving, communication, customer focused, partnership opportunities, technical issues, financial products
About the Company: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-…
Experience: 3 years home improvement experience
Salary: $60-$100k annually
Type: Full Time

Pathward, N.A.

Client Account Executive II United States
Skills & Focus: financial empowerment, credit guidelines, underwriting, credit risk, Portfolio transition, credit partners, economic mobility, financial access, partner relationships, loan management
About the Company: Pathward is a financial empowerment company dedicated to creating financial inclusion for all by providing responsible, secure, and high-quality financial prod…
Experience: Typically, 3+ years with bachelor's or equivalent. SBA / USDA underwriting experience is desired.
Salary: $28.80 hourly – $53.18 hourly
Type: Full-time
Benefits: comprehensive benefits package including health insurance, 401(k) retirement benefits, life insurance, disability benef…

Provident Bank

Credit Analyst I United States
Skills & Focus: loan origination, financial analysis, SBA 504 and 7A, portfolio management, credit risk assessment, loan structuring, community relationships, coveneant compliance, delinquency control, loan closing
About the Company: Provident Bank has served individuals, families, and businesses in local communities with personal and business banking services for over 180 years. The bank i…
Experience: 5 to 10 years in SBA Lending and comprehensive loan analysis

Anzen

Inside Broker United States
Skills & Focus: Inside Broker, Executive Risk, Cyber, Professional Liability, market insight, relationships, retail agents, complex risks, wholesale market, insurance solutions
About the Company: Anzen is a team of technology and insurance professionals with years of experience building enterprise software, insurtech, underwriting, and insurance distrib…
Inside Broker United States
Skills & Focus: Inside Broker, Executive Risk, Cyber, Professional Liability, market insight, relationships, retail agents, complex risks, wholesale market, insurance solutions
About the Company: Anzen is a team of technology and insurance professionals with years of experience building enterprise software, insurtech, underwriting, and insurance distrib…

Tomo

Sales Manager (Loan Officers) United States
Skills & Focus: Sales Management, Loan Advisors, Data-driven, Performance optimization, Coaching, Hiring, Customer experience, Mortgage solutions, Team leadership, KPI achievement
About the Company: Tomo is a digital mortgage company on a mission to eliminate the greed and complexity in lending, helping homebuyers save thousands of dollars.
Experience: 3-5+ years of high-impact sales experience
Salary: $170,000 - $215,000
Type: Full-time
Benefits: Equity ownership, competitive compensation split between base & variable with no ceiling on commissions, skill developm…

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…

Mercury

Credit & Underwriting Strategist United States
Skills & Focus: underwriting, credit risk, analytics, B2B lending, data-driven, credit decisions, financial analysis, stakeholder engagement, regulatory compliance, risk assessment
About the Company: Mercury is hiring a Credit & Underwriting Strategist. Our Credit & Underwriting team is looking for an experienced individual contributor to help scale our cre…
Experience: 5+ years in credit, underwriting, analytics, or risk roles
Salary: $142,900 - 160,700
Type: Full-time
Benefits: The total rewards package at Mercury includes base salary, equity (stock options), and benefits.

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…

Aerovect

Sales Collateral & Contract Support Coordinator United States
Skills & Focus: sales, marketing, product, collateral, contract support, CRM, sales operations, customer communication, project management, aviation
About the Company: AeroVect is transforming ground handling with autonomy, redefining how airlines and ground service providers around the globe run day-to-day operations. We are…
Experience: 1-3 years in management consulting or investment banking

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

Synctera

Senior Sales Executive United States
Skills & Focus: FinTech, BaaS, sales cycle, partner institutions, bank stakeholders, APIs, compliance, technical partnerships, financial institutions, embedded finance
About the Company: At Synctera, we’re powering the future of FinTech. We help companies create new revenue streams and enhance their value proposition with FinTech apps and embed…
Experience: 4 to 7+ years
Salary: $150,000
Type: Full-time
Benefits: 100% employer paid medical, dental, and vision benefits for US and Canadian employees and dependents; Employer contribu…

Safi

Commodity Trader - LatAm Supply (Metals) United States
Skills & Focus: commodity trading, sales trader, account management, liquidity, trading model, customer issues, lead generation, nurturing accounts, financial transactions, technology solutions
About the Company: Our company is at an inflection point - shifting from a Trafigura/Glencore trading model participating in commodity markets to a scalable, asset-light managed …
Experience: 2+ years experience with trading recyclates, commodities or the recycling industry generally - ideally buying metals.
Type: Full time

Anchorage Digital

Institutional Sales Representative United States
Skills & Focus: digital asset platform, crypto, institutions, custody, trading, settlement, blockchain, Institutional Sales, business development, financial services
About the Company: Anchorage Digital is a crypto platform that enables institutions to participate in digital assets through custody, staking, trading, governance, settlement, an…

Beyond Finance

Negotiations Specialist United States
Skills & Focus: negotiation, client finance, relationship-building, debt consolidation, time management, multitasking, communication skills, technology proficiency, external partners, client-focused
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…
Salary: $21 - $21 USD
Type: Full-time
Benefits: Considerable employer contributions for health, dental, and vision programs, Generous PTO, paid holidays, paid parental…

Provident Bank

AVP, Assistant Branch Manager - Ampere United States
Skills & Focus: branch management, customer service, financial services, sales targets, bank operations, team leadership, regulatory compliance, community banking, relationship development, problem solving
About the Company: A successful and highly regarded multi-billion-dollar bank with deep roots in the community, serving individuals, families, and businesses in the local regions…
Experience: 3 years related experience and/or training
Type: Full-time

Umpqua Bank

Personal Banker United States
Skills & Focus: relationship banking, client experience, consumer lending, bank products, client relationship, account opening, compliance, cash handling, customer service, financial review
About the Company: Umpqua Bank creates a great place to work through relationship banking and a culture of associates thriving, supporting customers and communities.
Experience: 1 year of relevant banking experience preferred
Salary: $18 - $24 per hour
Type: Full-time
Benefits: Comprehensive healthcare, 401(k), paid vacation, sick days, volunteer days, holidays, tuition assistance, mental health…

Super.Com

Senior Product Manager, Credit Building United States
Skills & Focus: Credit Building, Product Management, Growth, Customer Experience, Data-Driven, Agile, Product Roadmap, Market Research, Cross-functional Teams, Financial Products
About the Company: Super.com is a company dedicated to helping people save more, earn more, and get more out of life through innovative financial products, particularly focused o…
Experience: 5+ years in B2C product management, with prior experience in finding PMMC fits, Credit Building products, Growth, engagement / retention focused product development
Salary: $116,000 - $189,000 a year
Type: Full-time
Benefits: Unlimited PTO, recharge days, travel discounts, weekly UberEats credit, parental leave, flexible return-to-work, equity…

Jack Henry & Associates, Inc

Senior Project Manager : Credit Union Solutions, Core Implementations United States
Skills & Focus: project management, client implementation, remote, financial sector, team facilitation, project lifecycle, customer satisfaction, communication skills, problem-solving, stakeholder management
About the Company: A technology solutions provider that delivers digital transformation services for financial institutions.
Experience: Minimum of six years of experience in project management.
Type: Full-time
Benefits: Generous 401(k) Plan Matching Contributions, Healthcare, Paid Time Off (PTO) and Paid Holidays, Tuition Reimbursement, …

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

Bank Of America

Merrill Associate Client Relationship Manager United States
Skills & Focus: wealth management, investment products, client service, financial advisers, regulatory policies, investment advice, client experience, risk assessment, training, certifications
About the Company: Bank of America Merrill Lynch is a leading provider of financial services and wealth management solutions.
Experience: 3-5 years in financial services
Salary: $90,000.00 - $105,000.00 per year
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support for employees.

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

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

Addepar

Trading Product Adoption Specialist United States
Skills & Focus: trading, product adoption, client engagement, portfolio management, investment, financial products, data analysis, client relationships, automation, compliance
About the Company: Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients.
Experience: 2+ years of applicable experience
Salary: $72,000 - $113,000 (base salary) + bonus + equity + benefits
Type: Full-time

Edelman Financial Engines

Senior Financial Planner (New Client Development) United States
Skills & Focus: financial planning, client development, wealth management, financial advice, fee-based advisory, relationship building, financial goals, market-based pay, fiduciary, personalized solutions
About the Company: Edelman Financial Engines is a top independent financial planning and investment advisory firm committed to acting in the best interests of its clients. Establ…
Experience: 7+ years in a client-facing financial advisory role
Salary: $82,000 - $110,000 (base salary) plus potential bonuses and benefits
Type: Full-time
Benefits: Health, dental, wellness plans, 401(k), discretionary bonus

Kraken

Institutional Sales Manager United States
Skills & Focus: institutional sales, business development, client relationships, financial products, crypto, custody, staking, market intelligence, lead generation, team collaboration
About the Company: Kraken is a mission-focused company rooted in crypto values, aiming to accelerate the global adoption of crypto for financial freedom and inclusion.
Experience: Over 5 years of expertise in institutional sales, with at least 1 year in a crypto organization.

Provident Bank

Relationship Manager - Team Leader - CRE United States
Skills & Focus: loan, credit, relationship, portfolio, financial analysis, underwriting, business development, transaction, risk assessment, customer service
About the Company: Provident Bank has served individuals, families, and businesses in local communities with personal and business banking services for over 180 years. The bank e…
Experience: 10 - 15 years work experience

Dun & Bradstreet

Specialist III, Finance Solutions United States
Skills & Focus: customer relationships, business challenges, account development, new solutions, sales methodology, salesforce.com, business communication, stakeholders, product capabilities, data management
About the Company: Dun & Bradstreet unlocks the power of data through analytics, creating a better tomorrow.
Experience: Minimum of 12 years prior experience in selling new solutions and/or upselling existing solutions to clients and generating significant revenue growth.
Salary: $108,200 - $181,800 a year
Type: Full-time
Benefits: Generous paid time off, parental leave, paid sick time, education assistance, volunteer days, 401k matching, health and…

Zinnia

Associate II, Life Sales - Policygenius United States
Skills & Focus: life insurance, sales, customer experience, consultative, metrics-driven, training, coaching, teamwork, communication, financial futures
About the Company: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies…
Experience: Prior experience successfully selling a variety of life insurance products, including both term and permanent life insurance.
Salary: $45,000-$50,000
Type: Full-time
Benefits: Health/dental insurance, parental leave, 401(k), incentive/bonus opportunity, tuition reimbursement.

Ladder

Business Development Manager, Financial Institutions United States
Skills & Focus: business development, financial institutions, partnership strategy, networking, relationship management, cross-functional collaboration, performance metrics, stakeholder management, API integrations, analytical approach
About the Company: Ladder is a company focused on simplifying the life insurance process using technology and AI to reduce the time of obtaining coverage.
Experience: 4+ years
Salary: $138,000 - $190,000
Type: Hybrid
Benefits: Excellent medical, dental, and vision coverage; Flexible paid time off; Stock options; 401k match program; Commuter ben…

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…

Protective Life

Regional Vice President - Annuity Wholesaler United States
Skills & Focus: annuity, wholesaler, sales, financial institutions, distribution, business plan, relationship management, sales management, territory management, advisor relationships
Experience: 5+ years of experience in annuity wholesale distribution
Salary: competitive compensation package
Type: Full-time
Benefits: strong corporate benefit package and uncapped commission plan

Cmg Financial

Jumbo/Non-QM Mortgage Underwriter United States
Skills & Focus: Underwriter, Jumbo loans, Non-QM loans, investor guidelines, communication, credit policy, Microsoft Word, Excel, leadership, fast paced
About the Company: CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions.
Experience: Minimum of five (5) years specific underwriting experience with Jumbo and Non-QM loans.
Salary: $85,000 - $100,000 plus bonus
Type: Full-time

Non-Qm Lender

Account Executive United States
Skills & Focus: Client engagement, Sales activity, Market intelligence, Industry knowledge, Lending policies, Group presentations, Follow-up guidance, Sales skills, Training brokers, Client satisfaction
About the Company: A leading lender specializing in Non-QM credit and underwriting with dedicated operations support.
Type: Full-time
Benefits: Competitive commission structure, 401(k), health benefits

Farther

Associate Financial Advisor United States
Skills & Focus: Client Acquisition, Financial Advisory Services, Business Development, Wealth Management, High-net-worth individuals, Client Relationships, Market Dynamics, CRM Systems, Financial Planning Software, Prospecting
About the Company: Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Experience: 2+ years in financial services sales, with specific experience advising stock market investors
Benefits: Health, dental, and vision insurance; Life insurance; Unlimited PTO; 401(k) with company match; Professional developmen…