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Top Fintech Sales Jobs
Fintech
The Business Development Manager will drive growth by generating leads, qualifying prospects, and managing a sales pipeline to close new business opportunities, reporting to the VP of Business Development.
Top Skills:
Google Office SuiteHubspotMS OfficeSalesforce
Fintech
This role involves in-person sales to bars and restaurants, presenting tech solutions, securing partnerships, and managing territory using CRM.
Fintech • Financial Services
The Associate Market Manager oversees market management, employee retention, sales growth, team building, compliance, and client service, while ensuring profitability and ethical practices.
Fintech • Payments • Financial Services
Provide tailored financial advice based on client discovery, generate fee-based revenue through wealth product sales, grow AUM via relationship management and new client acquisition, monitor market and regulatory changes, ensure compliance with PDPA/AMLCFT/Shariah Governance, and collaborate with internal stakeholders following SOPs.
2 Hours AgoSaved
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Develop and grow a book of business by prospecting and networking, build client relationships, recommend suitable investment solutions, perform KYC and account openings, document interactions in Salesforce, collaborate with specialists and advisor teams, meet performance goals, and complete required training and licensing obligations.
Top Skills:
ExcelMicrosoft WordPowerPointSalesforce
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role involves providing Consumer Lending advice, managing loan pipelines, engaging in community development, and ensuring compliance with federal regulations. It requires strong business development skills and the ability to source clients independently.
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role focuses on acquiring new clients and maintaining relationships in private banking. Responsibilities include client management, business development, and providing integrated financial advice.
Cloud • Fintech • HR Tech
Field sales Account Executive responsible for net-new revenue in Medium Enterprise: prioritize and close opportunities, perform account planning with pre-sales, sell Workday solutions to prospects, maintain accurate pipeline and forecasts, and partner internally to deliver strategic, customer-focused solutions.
Top Skills:
AnalyticsCloudErpFinancial PlanningHcmSaaSWorkday
Cloud • Fintech • HR Tech
Field sales role focused on net-new revenue for medium enterprise accounts. Develop territory strategy, perform account planning with pre-sales, sell Workday SaaS solutions, manage pipeline and forecasts, and partner with PEO/HR outsourcing providers to deliver joint solutions.
Top Skills:
AnalyticsAsoCloudErpFinancial PlanningHcmInsperityPeoSaaSWorkday
Cloud • Fintech • HR Tech
Lead and grow Workday's services partner ecosystem by managing full 360° partner relationships, creating and executing annual partner plans, driving practice growth, go-to-market and demand-generation, identifying solution and AI innovation opportunities, and collaborating cross-functionally to drive subscription revenue and customer success across North America.
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Fintech • Payments • Real Estate • Software • Financial Services
Own and execute sales compensation programs including commission administration, territory design, quota setting, and performance analytics. Manage monthly commission calculations, systems, audits, exceptions, and payouts. Partner with Sales, Finance, and People on territory, quota, and headcount planning. Build reporting and insights to improve plan effectiveness and operational efficiency.
Top Skills:
ExcelGoogle SheetsPythonSalesforceSnowflakeSQL
Fintech • Financial Services
Lead sales initiatives for the Wirehouse channel in Houston, manage American Funds distribution and relationships, present persuasive portfolio and product analysis, build long-term firm partnerships, and create custom analyses using Excel/PowerPoint/Tableau.
Top Skills:
ExcelPowerPointTableau
Fintech • Financial Services
Lead and coach a team of internal sales associates to increase sales and retain assets. Align site and field sales activities with division strategy, provide performance feedback, develop sales capability, partner with sales coaches, and drive strategic initiatives and goals.
Fintech • HR Tech • Insurance • Consulting
Support client teams by coordinating policy renewals, preparing renewal documents and presentations, managing and recording client/carrier communications, tracking timelines and open items, and ensuring compliance with Marsh standards.
Top Skills:
ExcelOutlookPivot TablesPowerPoint
Fintech • HR Tech • Insurance • Consulting
Manage complex client insurance programs, maintain client relationships, delegate tasks, analyze insurance quotes, and ensure superior client services while demonstrating technical expertise in insurance.
Top Skills:
Agency Management SystemExcelInsurance ProgramsPremium Analysis SoftwareWord
Fintech • HR Tech • Insurance • Consulting
As an Insurance Producer for the Marine team, you will develop prospecting plans, network for opportunities, and deliver value propositions to clients, fostering relationships as strategic advisors.
Top Skills:
Agency Management SystemsMS Office
Fintech
The Commercial Relationship Manager develops client relationships, optimizes revenue opportunities, and manages transaction processes within commercial banking.
Top Skills:
MS Office
Fintech
Support Private Wealth Management by delivering high-touch client service, assisting sales and marketing activities, processing transactional needs, maintaining CRM records, preparing loan closing documents, and responding to client inquiries to promote retention and business development.
Top Skills:
Crm SoftwareExcelMicrosoft PowerpointMicrosoft WordNmls
Fintech
Manage and grow existing commercial card relationships to maximize spend and retention. Consult with clients to optimize card programs, prepare proposals, leverage analytics and benchmarking, coordinate with internal teams, participate in pricing, and ensure regulatory compliance while meeting sales goals.
Top Skills:
Microsoft Office Suite
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