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Reposted 2 Months AgoSaved
Financial Services
Lead sourcing, negotiating, and onboarding partnerships for JP Morgan Payments merchant services. Build pipeline, create business cases, coordinate cross-functional integrations, ensure go-to-market and operational readiness, and maintain controls and partner relationships to drive product strategy and growth.
Financial Services
Sell payment products and services within an assigned territory by prospecting, qualifying, and closing new clients and expanding existing relationships. Manage a sales pipeline, deliver tailored presentations and proposals, document activities, report on performance, and provide post-sale follow-up. Travel locally for client meetings.
Top Skills:
Chase Payment SolutionsCRM
Financial Services
Manage and grow a portfolio of ~40 business clients and 60 prospects (>$3M revenue). Acquire new relationships, deepen product usage, deliver deposit/cash management and credit solutions up to $15M, develop referral networks, partner with specialists to onboard clients, and ensure risk and regulatory compliance while providing high-touch financial advice.
Top Skills:
ExcelOutlookPowerPointWord
Reposted 2 Months AgoSaved
Financial Services
Provide comprehensive financial planning and goals-based advice to individuals and families; build and manage a book of business through client acquisition and relationship management; recommend investment and insurance solutions; coordinate with Chase partners and educate clients on digital channels; uphold integrity and business goals while fostering team success and diversity.
Reposted 2 Months AgoSaved
Financial Services
Provide client service and operational, administrative, and marketing support to Private Client Advisors. Process account openings, money movements, and trades; prepare performance reports; assist with relationship management, referrals, lead generation, risk and compliance procedures, and account reviews while supporting business unit operations and fostering team culture.
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Reposted 2 Months AgoSaved
Financial Services
Sell and grow payments business for Diversified Industries by developing new client relationships, supporting sales execution, managing proposals/RFPs, coordinating cross-functional delivery, and identifying cross-sell opportunities across treasury, merchant services, trade, and commercial card.
Financial Services
Lead solution strategy and commercial outcomes for large embedded payments clients. Own discovery-to-mandate lifecycle, design payment integrations, build business cases, align Legal/Risk/Product/Engineering, support Sales on pricing and pipeline, shape go-to-market strategy, and drive client adoption and revenue for embedded finance and API-based payment products.
Top Skills:
AchApi-Based PaymentsAPIsBaasCardCash ManagementEmbedded FinanceEmbedded PaymentsFraud PreventionRtpTreasuryWire
Reposted 2 Months AgoSaved
Financial Services
Manage and deepen high-net-worth client relationships across banking, lending and investments. Originate new relationships, provide holistic goals-based advice, partner with internal teams, network with referral sources, conduct regular in-person client meetings, and ensure compliance with regulatory and risk policies.
Reposted 2 Months AgoSaved
Financial Services
Provide comprehensive financial planning and advice to individuals and families, build a book of business, acquire and deepen client relationships, deliver goals-based investment solutions, and promote digital tools and holistic financial coaching.
Reposted 2 Months AgoSaved
Financial Services
Provide comprehensive financial planning and advice to individuals and families; build and manage a book of business through client acquisition and relationship management; deliver goals-based investment solutions and referrals; educate clients on digital tools; maintain required FINRA and insurance licenses; collaborate with partners to deepen client relationships and promote client financial confidence.
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