Top Fintech Sales Jobs in Dallas-Fort Worth, TX

The Equipment Finance Sales Officer is responsible for soliciting companies for equipment finance and leasing opportunities, managing customer relationships, coordinating with product partners, and ensuring compliance with bank policies while engaging in community business functions.

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.

Make outbound calls to generate new business, build and manage relationships with attorneys and law firms in an assigned territory, cross-sell company services, handle attorney inquiries, and support Regional Directors with day-to-day sales activities and coverage.

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).

Manage a regional book of dealership accounts, drive adoption of AutoFi platform through onsite training and visits, deliver KPI-driven adoption and retention, support integrations with DMS/CRM/F&I tools, provide consultative guidance to sales, F&I and dealer leadership, and travel frequently for dealer engagement.

As a Financial Advisor at Ameriprise, you will build client relationships, generate leads, deliver financial advice, and achieve standards to grow your practice in a supportive environment.

Support agents and distribution partners with advanced markets case design and sales strategies for high-net-worth and business owner clients. Deliver trainings and marketing, identify sales opportunities, stay current on products and tax developments, and help implement complex life insurance and annuity solutions. Travel ~20% and collaborate with field and distribution leaders to drive adoption of advanced market concepts.

The Regional Vice President oversees sales of annuity products, develops advisor relationships, conducts sales training, and achieves territory sales goals.

Support Relationship Managers in vendor financing relationship growth by coordinating transactions, maintaining pipeline and CRM, preparing approvals and presentations, onboarding vendors, resolving inquiries, conducting market research, and assisting sales and operational teams while developing equipment finance and credit knowledge.

The Account Executive will manage the full sales cycle, engage with multiple stakeholders, and ensure efficient onboarding of clients in the fintech sector.