Top Fintech Sales Jobs in Dallas-Fort Worth, TX

Sell SS&C fund administration and middle-office services to hedge funds, family offices and asset managers. Generate new business, manage full sales cycle, present solutions with subject-matter experts, network at industry events, and stay current on industry trends to drive client relationships and revenue.

Own and manage the full partnerships lifecycle: identify, pitch, negotiate, close, and manage corporate partners, vendors, and event sponsorships. Build partnership pipelines, plan and execute event presence, structure deals, track partner ROI, and coordinate with Marketing and leadership to drive growth and brand presence in the funded trading space.

The Bilingual Sales Associate will provide exceptional customer service, recommend ACE products, and handle cash and transactions while building customer relationships.

Manage and coach a regional team of mortgage originators to meet production goals; recruit and develop staff; coordinate local marketing and external referral relationships; ensure compliance with mortgage and trust regulations and work with operations to meet service levels.

Remote, Texas-based business development role responsible for building and managing provider relationships, driving market expansion, negotiating contracts, presenting company solutions, providing market intelligence, and traveling 40-50% across the assigned territory to ensure contract compliance and grow partnerships.

Provide sales support for retirement and consulting teams by managing pipelines, contacting participants to schedule meetings and money-movement activities, monitoring documentation quality, supporting on-campus events, and coordinating onboarding and logistical tasks.

Serve as a trusted private bank advisor coordinating a team of specialists to deliver wealth planning, investments, private banking, trust, and risk-management solutions. Build and prospect client relationships, drive AUM, loans and deposits, conduct client reviews and onboarding, ensure service standards and CRM documentation, comply with regulations, and achieve revenue and profitability objectives.

Support Loan Officers by managing workflow to ensure on-time closings, communicating with borrowers and Realtors, collecting documentation, submitting loans to operations, performing basic income calculations, using CRM/databases, and promoting loan products while providing excellent customer service and maintaining regulatory compliance.

Provide inside sales support for external wholesalers by managing inbound/outbound calls, running webinars, identifying cross-sell opportunities, capturing activity in Salesforce, and presenting to groups to grow life and annuity sales.

Own and grow a portfolio of high-net-worth VIP clients, delivering concierge service, driving upsell/cross-sell across trading, OTC, lending and yield products, managing CRM and pipelines, coordinating with sales/product/ops, and building client engagement via real-time channels (e.g., Telegram).