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Onsite 68
Finance sales account manager

68 sales account manager jobs found

PF
Mar 11, 2026  
Director, Private Credit - Asset-Backed Finance (ABF)
What You'll Do: We’re seeking a Director, Private Credit – Asset-Backed Finance (ABF) to play a senior role within our Investment Grade Private Credit platform. This individual will be a key contributor to the execution, structuring, and ongoing management of investment-grade private asset-backed finance investments across a broad range of industries and asset types. This role is execution-focused, not origination-driven. You’ll be responsible for implementing sourced opportunities into capital-efficient, regulatory-aligned structured investments, including ABS, ABL, ABF, CLO, and other structured credit strategies—primarily for insurance and long-duration capital.   Additional Responsibilities: You will work across both new and existing transactions spanning sectors such as fund finance, consumer and commercial ABF, mortgage and CRE, and emerging esoteric asset classes.   Key responsibilities include: Leading due diligence and credit underwriting for structured...
Principal Financial Group Des Moines, IA, USA
Am
Mar 13, 2026  
Partner, Finance (Colorado Residents Only)
About Ampleo Cross-Functional Leadership and Execution to Fuel Growth We provide the expertise to accelerate your business at every stage and in every function. Since 1996, Amplēo has helped thousands of businesses grow through on-demand finance leadership, starting with fractional CFOs and outsourced controllers. What began as strategic financial support has evolved into a complete suite of cross-functional services. Today, Amplēo delivers embedded expertise in finance, HR, marketing, turnaround and restructuring, sales tax, and business valuation. Our professionals integrate directly into your team to provide both strategic insight and hands-on execution, helping you achieve meaningful results faster. We don’t just advise. We help you move, build, and win. Position Summary The Partner, Finance is a senior-level finance professional responsible for driving business development, strengthening client relationships, and delivering high-impact...
Ampleo Denver, CO, USA
Am
Mar 13, 2026  
Partner, Finance (Colorado Residents Only)
About Ampleo Cross-Functional Leadership and Execution to Fuel Growth We provide the expertise to accelerate your business at every stage and in every function. Since 1996, Amplēo has helped thousands of businesses grow through on-demand finance leadership, starting with fractional CFOs and outsourced controllers. What began as strategic financial support has evolved into a complete suite of cross-functional services. Today, Amplēo delivers embedded expertise in finance, HR, marketing, turnaround and restructuring, sales tax, and business valuation. Our professionals integrate directly into your team to provide both strategic insight and hands-on execution, helping you achieve meaningful results faster. We don’t just advise. We help you move, build, and win. Position Summary The Partner, Finance is a senior-level finance professional responsible for driving business development, strengthening client relationships, and delivering high-impact...
Ampleo Lehi, UT, USA
Op
Mar 12, 2026  
VP of Finance
Opiniion is a resident satisfaction software that partners with property management companies to create better living experiences for their residents. Our platform has helped thousands of property managers collect and act on real-time feedback, improve resident experiences, and enhance their online reputation. Opiniion is committed to exceptional service and innovation, earning recognition as one of America’s fastest-growing private companies. Driven by a forward-thinking team, we’re shaping the future of resident engagement. Our continued growth and commitment to innovation make this an exciting time to be part of our team! LOCATION: Lehi, UT POSITION OVERVIEW: The VP of Finance serves as a key strategic leader responsible for overseeing all financial operations at Opiniion. This role drives long term financial planning, optimizes company wide performance, and ensures the accuracy and integrity of all financial processes. The VP of Finance partners closely with...
Opiniion Lehi, UT, USA
PA
Mar 10, 2026  
Client Finance Director
Advance Your Career at Planstin     Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers. About the role We are seeking an experienced Finance Director to oversee and manage the financial operations of a nonprofit organization. This role will lead all accounting, financial reporting, compliance, and audit coordination functions while ensuring financial integrity and operational efficiency. The Finance Director will manage the organization’s accounting systems, oversee budgeting and expense management, coordinate audits and tax filings, and maintain strong banking and financial relationships. This individual will work closely with executive leadership and the board to provide...
Planstin Administration St. George, UT, USA
CS
Dec 11, 2025  
Associate Vice President for Finance
Work type:  Management (MPP) Location:  Monterey Bay Categories:  MPP, Administrative, At-Will, Full Time, On-site (work in-person at business location) Classification:    Administrator IV Hours:   Full-time / 40 hours per week  FLSA:   Exempt Anticipated Hiring Salary Range:   $16,269 - $17,633* mo. CSU Salary Schedule *CSUMB provides pay scales representing its good faith estimate of what the university reasonably expects to pay for this position. The pay offered to a selected candidate will be determined on factors such as (but not limited to) the scope and responsibilities of the position, the qualifications of the selected candidate, departmental budget availability, internal equity, and CSU systemwide pay for comparable jobs. Priority Screening Date:  July 27, 2025 Recruitment Status:   Open Until Filled ABOUT CSUMB California State University, Monterey Bay is a mid-sized university in California’s Central Coast that grants undergraduate and...
California State University, Monterey Bay Monterey, CA, USA Full time
Ev
Sep 20, 2025  
Industry Principal Finance
Overview: Evergreen is Insight Global’s professional services division. We deliver technology services, talent services, business process outsourcing, and specialized services to hundreds of customers across 13 different industries. The industry principal will partner with solutions leaders in our professional services practices and our sales leaders over our key accounts to bring account and industry-specific solutions and capabilities to market. This role requires a deep understanding of industry trends, client needs, and the ability to develop and implement innovative solutions.   LOCATION: Atlanta (preferred); New York (secondary), Charlotte (open) Responsibilities: Sales Leader Responsibilities: Influence account revenue growth by developing services-oriented industry sales strategies with the sales team. Drive adoption and execution against industry sales strategy at an account level by partnering with industry and market sales leaders as well as sales...
Evergreen Morristown, NJ, USA
Bisnow
Mar 12, 2026  
Relationship Manager - Commercial Banking
$100,000 - $150,000 yearly
Relationship Manager - Commercial Banking Our SelectLeaders client is a U.S.-based commercial bank that offers a broad range of financial services, with a particular strength in international trade and small business lending. They provide products such as export-import financing, commercial real estate loans, business and personal checking and savings accounts, and digital banking solutions and are seeking established Relationship Managers to support their growing team. The Relationship Manager is responsible for originating, managing, and growing the banks portfolio, specifically focusing on businesses with operating lines of credit, equipment financing, working capital needs, and other related lending structures backed by real estate collateral and examines, evaluates, and authorizes or recommends approval of customer applications for commercial loans. In addition to technical lending expertise, this officer must serve as a true advisor to business owners. The...
Bisnow San Jose, CA, USA
PF
Mar 11, 2026  
Senior, Client Service Manager
What You'll Do: As a Senior, Client Service Manager , you will manage day-to-day client relationships within our Large Market business and manage an assigned portfolio to ensure accuracy and timely service. This role builds trust by helping clients navigate questions, issues, and requests while maintaining service standards and company policies. By providing dependable support and solutions, helps clients get their needs met accurately and on time, strengthens satisfaction, fosters long-term relationships, and supports improvements that drive retention and business growth. Manage a large client portfolio with complex plan structures. Provide proactive, strategic guidance to clients, including plan design considerations and compliance implications. Resolve escalated or sensitive client issues independently. Review and approve highly complex transactions, ensuring compliance and operational integrity. Conduct detailed account and trend analysis to mitigate errors or risks....
Principal Financial Group Des Moines, IA, USA
PB
Mar 04, 2026  
Market Manager I (Bank)/Req #1159 (Onsite Only)
                                                                                                               Market Manager I   Department:  Branch Administration/Sales Development Reports to:  Branch Administrator Supervises:  Assistant Branch Manager and support staff Status:              Full Time  /  Exempt / Onsite Only     Must already be authorized to work in the United States.  Relocation is not provided.   Partners Bank  is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.                Summary for the Market Manager I:     The Market Manager I is responsible for the administration of a small branch or satellite office including sales, service, operations, lending, deposit generation, customer...
Partners Bank Sanford, ME, USA
BB
Mar 04, 2026  
Client Relationship Consultant II
Client Relationship Consultant II 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 financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Client Relationship Consultant II , youll play a key role in supporting clients through meaningful financial conversations and exceptional service. Youll help guide...
Banner Bank Portland, OR, USA
Midland States Bank
Mar 01, 2026  
Universal Banker
Position Title: Universal Banker Locations: Centralia_IL Time Type: Full time Req ID: JR1258-Centralia_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right."...
Midland States Bank Centralia, IL, USA
Midland States Bank
Mar 01, 2026  
Universal Banker
$17.50 - $22.00 hourly
Position Title: Universal Banker Locations: Vandalia_IL Time Type: Full time Req ID: JR1297-Vandalia_IL At Midland, we’re proud to be a little different. You can see it in our bright orange signs-but there’s more to it than that. With our heartfelt and personalized approach, we’re focused on meeting every customer’s needs with the brightest solutions. For more than 140 years, we’ve learned by serving customers skillfully with dedication and follow-through, we can brighten every interaction to drive our collective success. And this goes beyond traditional banking. We foster programs that empower our communities, continuously invest in our employees, and actively pursue brighter futures for all. Our humble ambition keeps us growing, giving back, and looking ahead. We’re innovating and optimizing our services to ensure we stay unique - providing strength you can count on with heart you can feel. You might say we’re unlike any other bank. And you’d be right."...
Midland States Bank Vandalia, IL, USA
TR
Mar 01, 2026  
Senior Trust and Wealth Advisor
$121,900 - $262,000 yearly
Description: Join TrustBank where you can be a part of a dynamic wealth management team.  We are seeking a Wealth Advisor who is looking to make a real impact and thrives in a collaborative culture.  You will play a vital role in helping us exceed our client’s expectations and be a part of Growing Prosperity Together. JOB TITLE:                     SENIOR TRUST & WEALTH ADVISOR DEPARTMENT:              WEALTH MANAGEMENT  REPORTS TO:                 CHIEF WEALTH STRATEGIST FLSA STATUS:        EXEMPT TYPE OF POSITION:     FULL-TIME JOB SUMMARY Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with other client service team members to integrate client service delivery. Engage with the professional advisor community to advance TrustBank brand and...
TRUSTBANK Wheaton, IL, USA
BB
Feb 28, 2026  
Branch Manager III
Branch Manager III More than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Branch Manager with Banner Bank you will manage the efficient daily operation of a branch...
Banner Bank Mount Shasta, CA, USA
NY
Mar 14, 2026  
Financial Professional
$120,555 yearly
Are you a leader who has the following traits? Competitive Business-minded Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. New York Life, a Fortune 100 company and a leader in the financial services industry, will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re looking for... We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to clients while helping them navigate challenges that many of them find complex and...
New York Life - New Hampshire Manchester, NH, USA
ST
Mar 14, 2026  
Business Analyst
About Supernova Technology Founded in 2014, we offer the industry’s first and only cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan. By combining thought leadership in suitability and risk management with industry-leading education and the latest technology, Supernova enables advisors to deliver holistic, goals-based advice and to help their clients achieve financial wellness. We partner with the industry’s largest banks, most prominent insurance companies and leading online brokerages to democratize access to securities-based lending and better the entire financial ecosystem. Why Join Supernova? At Supernova Technology, we believe that the best results come from a team that is passionate, driven, and supported in all aspects of their professional lives. Here, you’ll work alongside talented and innovative individuals who are committed to driving the future of...
Supernova Technology Chicago, IL, USA
PF
Mar 14, 2026  
Associate, Client Service Manager
What You'll Do: Supports an assigned group of clients by handling questions, requests, and issues quickly and accurately. This role provides hands-on support, ensures service standards are met, and helps maintain strong client relationships every day. Respond promptly and professionally to client inquiries via phone, email, or portal. Serve as a primary contact for plan sponsors, participants, and internal teams, providing guidance on retirement plan services. Assist clients in navigating account information, retirement plan options, and general administrative processes. Handle a broad array of retirement plan transactions (contributions, distributions, rollovers, loans, investment elections, beneficiary updates). Guarantee accuracy and adherence to internal procedures and regulatory standards. Maintain and reconcile client and participant records, addressing discrepancies as they occur. Adhere to regulatory, legal, and company policies, including ERISA and IRS rules....
Principal Financial Group Des Moines, IA, USA
FF
Mar 14, 2026  
Commercial Relationship Manager
Who We Are First Fed is a local community bank on an exciting growth trajectory with 17 locations including 12 full-service branches in Western Washington. First Fed was recognized by the Puget Sound Business Journal as a Best Workplace and a Top Corporate Philanthropist. By popular vote, First Fed received awards for Best Bank in The Best of the Northwest , Best Banker in Readers’ Choice by Cascadia Daily News, and Peninsula Daily News named us B est Bank on the Olympic Peninsula . We also received a Best-In-State bank award from Forbes.   For over 100 years First Fed has served our customers and communities throughout the PNW. We’ve donated over $9 million to non-profit organizations in the past 8 years through our foundations, sponsorships, direct donations, and matched employee donations. Our amazing team has volunteered over 25,000 hours in the past 5 years – many by using our benefit of 3 paid volunteer days per year!     We welcome applicants from...
First Fed Bellingham, WA, USA
MF
Mar 13, 2026  
Branch Manager II
The Branch Manager II is responsible for the strategic leadership and operational management of the bank branch, focusing on achieving high levels of customer satisfaction and financial performance. This role involves overseeing daily operations, ensuring compliance with regulatory standards, and fostering a positive team culture. The Branch Manager II will lead a team of banking professionals, providing guidance and support in achieving sales targets and developing client relationships. Additionally, this position requires a strong emphasis on risk management and operational efficiency, with the manager analyzing performance metrics to drive continuous improvement. The ideal candidate will possess extensive experience in banking, excellent leadership and communication skills, and a proven ability to develop and implement effective business strategies that align with the bank's goals. This role plays a crucial part in enhancing the branch's reputation and profitability while...
M&F Bank Raleigh, NC, USA
 
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