Last updated: 2025-05-22

28 Financial Services Sales And Management jobs in San Jose.

Hiring now: Mgr 2 Biz Ops @ Intuit, Client Relationship Consu @ Banner Ban, Technology Client Relatio @ Cognizant, Strategic Partnership Mgr @ Leading Fi, Deal Team Member @ Palantir, Dir Cardholder Experience @ Visa, Private Equity District M @ Adp, Private Banker Pbo @ Citizens B, Relationship Management C @ Lincoln Fi, Sr Sales Mgr @ Super Micr.Explore more at at kaamvaam.com

🔥 Skills

sales (5) business development (5) relationship management (5) Business Development (4) analytical skills (4) negotiation (3) customer service (3) relationship building (3) account opening (2) Client Relationship Management (2)

📍 Locations

San Jose (9) Pleasanton (4) Sunnyvale (3) Menlo Park (3) Mountain View (2) San Ramon (2) Palo Alto (1) Foster City (1) Santa Clara (1) Oakland (1)
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Intuit

Manager 2, Business Operations Mountain View
Skills & Focus: servicing, operations, fintech, credit cards, lending, customer-centric, compliance, automation, workflow, regulatory standards
About the Company: Intuit is the global financial technology platform that powers prosperity for the people and communities it serves, offering products like TurboTax, Credit Kar…
Experience: 10+ years in servicing or operations, ideally within fintech, credit cards, lending, or financial services

Banner Bank

Client Relationship Consultant San Jose
Skills & Focus: client service, sales, account opening, Banker transactions, cross-selling, loans, account maintenance, client profile maintenance, financial needs, referral
About the Company: More than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our finan…

Cognizant

Technology - Client Relationship Manager Sunnyvale
Skills & Focus: Client Relationship Management, Commercial, Business Development, Client P&L Management, Renewals, Account Management, Consulting, Project Management, Problem Solving, Stakeholder Engagement
About the Company: Cognizant (Nasdaq-100: CTSH) is one of the world's leading professional services companies, transforming clients' business, operating and technology models for…
Experience: Minimum 15 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.
Salary: $175,000 - $185,000
Type: Full-time
Benefits: Cognizant offers medical/dental/vision/life insurance, paid holidays plus Paid Time Off, 401(k) plan and contributions,…

Leading Fintech Company

Strategic Partnership Manager - Digital Payments Sunnyvale
Skills & Focus: digital wallets, partnership management, strategic growth, payment facilitators, cross-functional collaboration, FI cooperation, local regulation compliance, fx quotation, liquidity management, travel in US region
About the Company: A leading fintech company in the US region providing innovative digital payment solutions.
Experience: More than 5 years, with at least 3 years in financial institutions or digital payment sectors
Salary: $109,200 - $255,600 annually
Type: Full-time
Benefits: Comprehensive benefits package, eligibility for discretionary bonuses and/or incentives.

Palantir

Deal Team Member Palo Alto
Skills & Focus: deal structuring, negotiation, commercial customers, legal, finance, sales, engineering, commercial terms, project management, stakeholder management
About the Company: Palantir builds the world’s leading software for data-driven decisions and operations.

Intuit

Senior Staff Product Manager: Lending new offerings & channels Mountain View
Skills & Focus: Product Management, Lending, Customer Empathy, Product Lifecycle, Cross-Functional Teams, Performance Metrics, Innovation, Cash Flow, Growth, Financial Services
About the Company: Intuit is the global financial technology platform that powers prosperity for the people and communities we serve. With approximately 100 million customers wor…
Experience: 7-10 years of experience in product management
Salary: $191,500 - $259,000
Type: Full-time
Benefits: Eligible for a cash bonus, equity rewards, and benefits.

Visa

Director, Cardholder Experiences - Network Processing Foster City
Skills & Focus: subscription management, product development, market strategy, client engagement, product commercialization, go-to-market strategies, product roadmaps, stakeholder communication, payment solutions, growth opportunities
About the Company: Visa is a global payments technology company that connects consumers, businesses, financial institutions, and governments to electronic payments.

Adp

Private Equity District Manager Pleasanton
Skills & Focus: HCM, sales, Private Equity, business development, quota, consulting, finance, presentation skills, relationship management, territory management
About the Company: ADP is a global leader in Human Capital Management (HCM) helping over 1,000,000 companies across the globe manage their most valuable asset -- their employees.
Experience: 5+ years of sales experience
Salary: $54,300.00 - $117,400.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Citizens Bank

Private Banker, PBO Menlo Park
Skills & Focus: Private Banking, sales management, client experience, operational integrity, customer service, high net worth, P&L management, relationship building, team leadership, wealth management
About the Company: Citizens Private Bank is part of Citizens Bank, focused on Wealth Management and Banking.
Experience: 4 years sales management experience in Private Banking
Salary: $80,000 - $140,000 per year plus additional earnings
Type: Full-time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
Private Bank Relationship Manager PE/VC Menlo Park
Skills & Focus: relationship management, private equity, venture capital, business development, client relationships, credit products, market trends, cross-sell, financial solutions, portfolio management
About the Company: Citizens Bank is a financial institution offering banking services, wealth management, and private banking. They focus on personalized client experiences and c…
Experience: 7+ years in relationship management within PE/VC sector
Salary: $150,000 - $225,000 per year, plus incentive earnings
Type: Full-time
Benefits: Medical, dental, vision, retirement, paid time off, flexible work arrangements, education reimbursement, wellness progr…

Cognizant

Technology - Client Relationship Manager Sunnyvale
Skills & Focus: Client Relationship Management, P&L Management, Business Development, Project Management, Stakeholder Engagement, Consulting, Renewals, Industry Trends, Client Satisfaction, 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. O…
Experience: Minimum 15 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.
Salary: $175,000 - $185,000
Type: Full-time
Benefits: Medical/Dental/Vision/Life Insurance, Paid holidays plus Paid Time Off, 401(k) plan and contributions, Long-term/Short-…

Lincoln Financial

Relationship Management Consultant San Ramon
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

Super Micro Computer

Sr. Sales Manager San Jose
Skills & Focus: sales, customer base, Banking Finance Services, AI Startups, HLS, Retail, Data centers, HPC, lead generation, negotiation
About the Company: Supermicro® is a Top Tier provider of advanced server, storage, and networking solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/ Big Data, Hyp…
Experience: Minimum 8 years of experience in a server sales environment preferred
Salary: $139,000- $165,000
Type: Full-time
Benefits: comprehensive benefits package, candidates may be eligible for other forms of compensation, such as participation in bo…

Lincoln Financial

Relationship Management Specialist, Local Market Account Management San Ramon
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, …

Hcltech

Engagement Manager (farmer) Santa Clara
Skills & Focus: Engagement Manager, business relationship, main point of contact, selling, clients, HCL offerings, book of business, growth, HITECH, ISV
About the Company: HCLTech, one of the fastest-growing large tech companies in the world, supercharging progress through industry-leading capabilities centered around Digital, En…

Citizens

Private Bank Relationship Manager Menlo Park
Skills & Focus: Wealth Management, Private Banking, Client Management, Investment Strategies, Financial Planning, Asset Management, Relationship Building, Professional Development, Customer Service, Diversity and Inclusion
About the Company: Citizens is a leading financial institution that is committed to building a diverse, inclusive, and high-performing culture where everyone feels valued, respec…
Type: Full-time
Benefits: Citizens provides comprehensive benefits focused on supporting whole-person well-being.
Business Banking SBA Business Development Officer San Jose
Skills & Focus: SBA 7(a) loans, 504 loan programs, loan origination, business development, loan structuring, risk assessment, financial analysis, credit underwriting, client referral network, business growth
About the Company: Citizens is a financial institution actively building its SBA program, providing business banking services including SBA loan programs such as 7(a) and 504.
Experience: 5+ years in SBA lending
Salary: $125,000-155,000 per year plus incentives
Type: Full-time
Benefits: Comprehensive medical, dental, vision, retirement plans, paid time off, flexible work arrangements, education reimburse…

Cmg Financial

Loan Officer Pleasanton
Skills & Focus: mortgage loans, customer relationships, financial products, loan application, networking, community relationships, FHA, VA, conventional loans, data collection
Experience: A minimum of 3 years of current mortgage origination experience with a proven track record of success

Piedmont Capital

Loan Officer Oakland
Skills & Focus: Loan Officer, commercial real estate, financing solutions, refinancing, due diligence, finance rates, competitive programs, relationship building, structured training program, mentorship
About the Company: Piedmont Capital is the credit lending arm of NAI Northern California -- a technology-enabled commercial real estate brokerage with offices located in San Fran…
Type: Full-time

Bank Of America

Business Banking Relationship Manager San Jose
Skills & Focus: financial solutions, small businesses, relationship management, client needs, sales opportunities, account opening, credit knowledge, digital capabilities, growth, client experience
About the Company: A major financial institution providing banking, investing, asset management, and other financial services.
Salary: $67,000.00 - $84,500.00
Type: Full-time
Benefits: Industry-leading benefits, paid time off, resources, and support for employees.

First Technology Federal Credit Union

Mortgage Relationship Manager II San Jose
Skills & Focus: mortgage, sales, customer service, event planning, business development, marketing, product adoption, relationship building, presentation skills, strong communication
Experience: Minimum 2 years’ experience in sales, customer service and/or event planning, preferably in the mortgage lending sector
Salary: $67k - $72k annually + annual bonus
Type: Hybrid
Benefits: Traditional medical, dental, and vision coverage, 401K matching up to 5% per pay period, Accrue up to 17 days of Paid T…

Super Micro Computer

Sr. Credit Analyst San Jose
Skills & Focus: credit risk, negotiation, credit assessment, financial statement, credit practices, analytical skills, organizational skills, communication skills, management, policies
About the Company: Supermicro® is a Top Tier provider of advanced server, storage, and networking solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/Big Data, Hype…
Experience: 8+ years in high-tech corporate credit
Salary: $100,000 - $106,000
Benefits: In addition to a comprehensive benefits package, candidates may be eligible for other forms of compensation, such as pa…

Okx

Crypto Product Manager San Jose
Skills & Focus: crypto, product management, user growth, product development, market research, financial services, DeFi, stake products, analytical skills, collaboration
About the Company: OKX is a leading crypto exchange and the developer of OKX Wallet, giving millions access to crypto trading and decentralized crypto applications (dApps).
Experience: 7 years or more in product management, preferably in the financial services industry or crypto industry.
Salary: $159,012.00 to $328,708.00
Benefits: Competitive total compensation package, L&D programs and Education subsidy, various team-building programs and company …

Interface Ai

BDR Manager San Mateo
Skills & Focus: AI, Banking, Credit Unions, Business Development, Leadership, Mentoring, Salesforce, Prospecting, FinTech, SaaS
About the Company: Interface AI is an industry-leading specialized AI provider for banks and credit unions, offering integrated AI platforms with voice, chat, and employee-assist…
Experience: 2+ years managing a small BDR/SDR team
Type: Full-time
Benefits: Health insurance, PTO, holidays, life insurance

Lennar

Escrow Officer Pleasanton
Skills & Focus: Escrow Officer, title insurance, business development, customer service, closing documents, real estate, fund disbursement, property transactions, market research, client communication
About the Company: Lennar Title is centered around personal growth, innovation, and diversity. Lennar provides an excellent work environment with plenty of opportunities for adva…
Experience: At least 3 years of Escrow Officer experience
Salary: $30 to $40 per hour
Type: Full-Time
Benefits: Health insurance, 401(k) Retirement Plan with a company match, Paid Parental Leave, Education Assistance Program, Adopt…

Super Micro Computer

Credit Analyst (Temp to Hire) San Jose
Skills & Focus: Credit Analyst, credit risk assessment, credit terms negotiation, credit data analysis, financial statements, risk management, customer account management, credit collection policies, analytical skills, communication skills
About the Company: Supermicro® is a Top Tier provider of advanced server, storage, and networking solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/ Big Data, Hyp…
Experience: 5+ years in high-tech corporate credit or bank
Salary: $68,640 - $85,000
Type: Temp to Hire
Benefits: Comprehensive benefits package including participation in bonus and equity award programs.

Adp

Major Accounts Private Equity District Manager Pleasanton
Skills & Focus: Private Equity, HCM, Sales, Business Development, Client Relations, Strategic Initiatives, Quota, Team Collaboration, Networking, Sales Training
About the Company: ADP is a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administr…
Experience: 5+ years of quota carrying, outside business-to-business sales experience
Salary: $54,300.00 - $117,400.00 / Year
Type: Full-time
Benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, …

Super Micro Computer

Credit Manager San Jose
Skills & Focus: credit risk optimization, credit assessment, credit terms negotiation, credit exposure monitoring, process improvement, sales training, financial results, analytical skills, ERP, SAP
About the Company: Supermicro® is a Top Tier provider of advanced server, storage, and networking solutions for Data Center, Cloud Computing, Enterprise IT, Hadoop/ Big Data, Hyp…
Experience: 10+ years in high-tech corporate credit, 3+ years’ experience building and managing high performance credit and collections teams
Salary: $120,000- $135,000
Type: Full-time
Benefits: comprehensive benefits package, participation in bonus and equity award programs