F&I Manager

F&I Manager Finance Jobs

260 jobs found

Leasing Sales Specialist/Sr. Leasing Officer (Vendor Equipment Finance)

Bank of America Chicago, IL

13d ago

$112k - $152k/yr Full time Senior Banking Business Development

Senior Banking Business Development

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Job Description

Role overview for a Leasing Sales Specialist/Sr. Leasing Officer at Bank of America in Chicago, focusing on managing and expanding vendor finance programs and developing new programs through market research and client engagement.

Responsibilities

Support senior Program Managers in the management and growth of existing vendor finance programs.
Support relationship development, transaction execution and growth initiatives.
Support senior Originators in the development of new vendor finance programs.
Conduct market research, engage in client prospecting and qualification, and support new program structuring and execution.
Regularly engage with LOB leadership, credit, operations, legal, syndications and customer service, as well as Global Corporate Banking and Global Commercial Banking client managers.
Operate under the guidance of GVF Sales Executives and assigned Originators/Program Managers.
Routine travel to meet with clients and prospects is required.

Requirements

Self-starter with a successful track record of developing prospects and deepening client relationships.
Desire to pursue a long-term career in sales.
Proven ability to successfully manage internal/external stakeholder relationships – deal team members, client managers, clients, COIs.
Team-oriented and able to thrive in a dynamic, fast-paced environment.
Solid knowledge of vendor finance program structures, including commercial, financial, legal, tax, pricing and accounting concepts.
Experience operating within a large, regulated financial institution.
Professional conduct, compliant behavior and high ethical standards.
Strong written and verbal communication skills.
Proficiency with MS Office applications; pricing software competence beneficial (Super Trump, T-Value).
Travel Requirements 20%.

Technologies

MS Office applications
Super Trump
T-Value

Background

Customized program structures including wholesale and retail models, with and without recourse.
Broad range of equipment types including transportation, material handling, construction, hardware, software, medical, clean energy and others.
Full suite of financing products including secured loans, finance leases, FMV leases, TRAC leases and purchase of receivables.
Global capabilities including US, Canada, Mexico, EMEA and Asia Pacific.
Individual transactions ranging from $50,000 to over $100 million.

Preferred Education

Bachelor’s degree – accounting, finance, economics or other business concentration; or relevant work experience, MBA preferred.

Preferred Prior Work Experience

5+ years of experience in the commercial finance and/or equipment finance markets, with a preference for vendor finance experience.

Preferred Skills

Self-starter with a proven track record of developing prospects and deepening client relationships.
Desire to pursue a long-term career in sales.
Proven ability to manage internal/external stakeholder relationships – deal team members, client managers, clients, COIs.
Team-oriented and able to thrive in a dynamic, fast-paced environment.
Solid knowledge of vendor finance program structures including commercial, financial, legal, tax, pricing and accounting concepts.
Experience operating within a large, regulated financial institution.
Professional conduct, compliant behavior and high ethical standards.
Strong written and verbal communication skills.
Proficiency with MS Office applications; pricing software proficiency (Super Trump, T-Value) is beneficial.
Travel 20%.

Location

Chicago, IL (onsite)

Schedule

Shift: 1st shift (United States of America)
Hours per week: 40

Salary

USD 112,000 - 152,000 per year

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Senior Team Manager, Trust Administration

Charles Schwab Wilmington, DE Hybrid

13d ago

$130k - $170k/yr Full time Manager Senior Administration

Manager Senior Administration

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Job Description

Benefits and culture

Charles Schwab offers a role that blends collaborative in-office engagement with flexible work options in a hybrid setup based in Wilmington, Delaware. The position carries a competitive salary range of USD 130,000 to USD 170,000 per year. You’ll join a culture that prioritizes trust, continuous learning, and meaningful work, with a focus on supporting your development and work‑life balance through a robust benefits program.

This opportunity centers on impactful client service, regulatory compliance, and relationship building with registered investment advisors and trust beneficiaries. The environment emphasizes teamwork, mentorship, and professional growth, with a clear path to lead a skilled Trust Administration team in serving high‑touch personal trusts.

Responsibilities

Lead, mentor, and coach a team of Trust Officers and Senior Trust Officers to administer accounts in line with laws, regulations, and internal procedures.
Personally manage an assigned book of complex or high‑touch personal trust accounts.
Interpret governing documents to ensure each trust is administered per its terms, whether in the team’s book or individual assignments.
Maintain high client service levels by researching and responding promptly to registered investment advisors and trust beneficiaries, including escalations from team members.
Prepare and present discretionary memorandums for review and approval by the Discretionary Distributions Committee, while mentoring others in the process.
Generate Distribution Memorandums and other directed distribution documentation for review by Tax, Legal, and the Managing Director, guiding the team through the process.
Issue termination notices for terminating trusts to the Trust Administration Committee and handle related processes, mentoring team members on notice requirements.
Oversee proper administration and accounting for special asset inventory within the assigned accounts, coaching peers as needed.
Coordinate with Schwab business partners for client research and service enhancements, recommending system and procedural improvements.
Respond to initial inquiries from Schwab advisors, third party contacts, and private individuals about current and prospective trusts on assigned books or upon escalation.
Conduct Post Acceptance and Annual administrative account reviews for assigned accounts.
Participate in special projects as needed and provide training and support to the Administrative Team in coordination with the Managing Director.

Requirements

Minimum 10 years of experience in personal trust administration.
Bachelor’s degree or higher; CTFA preferred, or equivalent work experience.
Solid knowledge of trust administration principles; practical experience with Delaware‑law governed trusts is a plus.
Strong organizational abilities with the capacity to manage multiple priorities while maintaining quality and accuracy.
Excellent interpersonal and communication skills, capable of conveying information clearly to diverse stakeholders.
Highly motivated self-starter with a proactive approach to problem solving.

Benefits

401(k) with company match and an Employee Stock Purchase Plan.
Paid time off for vacation and volunteering, plus a 28‑day sabbatical after every five years of service for eligible roles.
Paid parental leave and family-building benefits.
Tutition reimbursement.
Health, dental, and vision insurance.

Position type

Regular

Your opportunity

The Senior Team Manager role centers on developing and maintaining relationships with registered investment advisors, trust beneficiaries, and other stakeholders for a book of business that includes large family relationships and key advisor connections via the Charles Schwab Trust Company of Delaware. You will lead a Personal Trust Administrative Team and ensure compliance across accounts. Applicants must be authorized to work in the United States on a full‑time basis without employer sponsorship.

What’s in it for you

Schwab supports your career growth with meaningful work, ongoing learning, and a culture built on trust and collaboration. The hybrid work model balances flexibility and in‑person collaboration, reinforcing client service and teamwork. The benefits package is designed to address both current needs and long‑term goals, helping you build a durable foundation for your professional life.

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AVP, Annuity Risk Management and Pricing

Constellation Cincinnati, OH

14d ago

$144k - $180k/yr Full time Python Annuities AVP

Python Annuities AVP

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Job Description

As AVP, Annuity Risk Management and Pricing, you will lead the risk oversight and pricing strategy for Constellation's annuity portfolio, with a focus on Variable Annuities and Registered Index-Linked Annuities. This onsite role is based in Cincinnati, OH, offering a competitive salary in the USD 143,859 to 179,836 per year range.

Summary

Take ownership of the risk management and pricing approach for the annuity product line, emphasizing Variable Annuities (VA) and Registered Index-Linked Annuities (RILA). Drive collaboration across actuarial, financial, and market-facing teams to sustain profitability and risk control.

Responsibilities

Lead pricing and risk governance for VA and RILA products, including model development, assumption setting, and profitability analysis.
Steer the design, development, and governance of actuarial and financial models used in pricing and risk management.
Perform stress testing, scenario analysis, and sensitivity testing to evaluate market and policyholder risks.
Partner with investments and hedging teams to support risk mitigation and asset-liability management strategies.
Provide input throughout the product development and approval lifecycle.
Develop tools, analytics, and processes to improve modeling efficiency and informed decision-making.
Communicate complex actuarial and financial insights to senior leadership and non-technical stakeholders.
Lead and mentor actuarial and quantitative team members, promoting technical growth and collaboration.

Requirements

Bachelor's degree in actuarial science, mathematics, statistics, financial engineering, or a related field.
ASA required; FSA strongly preferred.
8+ years of experience in actuarial, risk management, or annuity-related roles.
Strong expertise in annuity products, particularly VA, RILA, and/or FIA.
Experience with actuarial modeling platforms, with AXIS preferred or similar tools.
Proficiency in programming and data analysis (e.g., Python, C++, MATLAB, or similar).
Solid understanding of financial markets and their impact on annuity products.
Ability to manage multiple priorities in a fast-paced environment.
Excellent communication skills with the ability to convey complex concepts clearly.

Technologies

AXIS
Python
C++
MATLAB
SQL

Benefits

Competitive compensation aligned with market standards.
Healthcare coverage including medical, dental, and vision from day one.
Company-paid life insurance for you and eligible dependents.
401(k) plan with employer matching contributions.
Paid parental leave and reimbursement for adoption and surrogacy expenses.
Flexible time-off policies to support work-life balance.
Dress for your day flexibility to accommodate personal style.
Inclusive culture that values diverse contributions.
Flexible work options including remote, hybrid, and onsite opportunities across the U.S.
Programs focused on well-being to support work-life balance.
Community connections through virtual and in-person engagement and growth resources.

Preferred

Experience with hedging strategies, derivatives, and capital markets as applied to annuity guarantees.
Knowledge of regulatory and capital frameworks (e.g., statutory valuation, VM-21, CTE metrics).
Experience working with large datasets and databases (SQL).
Prior leadership or managerial experience.

Compensation

Salary range: USD 143,859 to 179,836 per year.

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Controller

Yankee Home Improvement Chicopee, MA

14d ago

$120k - $150k/yr Full time Finance Director Accounting Budgeting

Finance Director Accounting Budgeting

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Job Description

The role centers on leading Yankee Home Improvement’s financial operations from an on-site base in Chicopee, MA. As the operational finance lead, the Controller will own the function in collaboration with the Director of Finance & IT and partner with senior leadership across the organization.

Responsibilities

Oversee daily financial activities to ensure accurate P&L reporting, cash visibility, and dependable financial statements.
Manage the end-to-end monthly close process, ensuring completeness, accuracy, and adherence to deadlines.
Strengthen internal controls to maintain consistency, precision, and risk mitigation across finance functions.
Maintain strict cash stewardship with proactive monitoring of timing, risks, and liquidity needs.
Develop and maintain short-term weekly and mid-term cash flow forecasts.
Coordinate billing, collections, and disbursements to optimize the cash conversion cycle.
Ensure precise job cost accounting with clear insight into project-level profitability and margins.
Monitor margin performance and proactively identify variances or issues requiring action.
Create and sustain reporting that informs leadership decisions and strategic directions.
Build KPI dashboards that tie financial performance to operational drivers such as revenue, margin, marketing efficiency, and production metrics.
Partner with operations, sales, and marketing leaders to align financial outcomes with business objectives.
Hold teams accountable to financial targets via visibility, analysis, and follow-through.
Identify and implement process improvements to support scalability and efficiency.
Design and implement scalable systems and processes to support ongoing growth.
Supervise the Accounting Coordinator responsible for accounts payable, cash application, and transaction processing.
Ensure all transactions are accurate, complete, and properly recorded.
Establish clear procedures, expectations, and accountability within the finance function.
Proactively identify anomalies, evaluate them with sound judgment, and escalate only when necessary.

Requirements

Experience as a Controller, Finance Manager, or Director of Finance with end-to-end ownership of the function.
Strong preference for prior work in a $30M–$50M construction, home improvement, or project-based business.
Hands-on expertise in job cost accounting and operational finance.
Proven ability to operate effectively in a fast-paced, high-growth environment.
Ownership mindset with the ability to work independently and drive outcomes.
Comfort with a hands-on role that includes execution and decision-making responsibilities.
Experience using QuickBooks, Salesforce, or similar systems.
Excellent attention to detail and the ability to connect financial data to business performance.

Technologies

QuickBooks
Salesforce

Benefits

401(k) matching
Dental insurance
Paid time off
Vision insurance

Opportunity

This is a highly hands-on role designed for an individual who embraces ownership and accountability in a growing, evolving finance function. The position serves as the operational finance leader, collaborating directly with the Director of Finance & IT to elevate the function, implement scalable processes, and enhance financial visibility across the business. Salary is $120,000 to $150,000 per year, and the work arrangement is on-site in Chicopee, MA.

Application Question(s)

Are you able to work on-site in Chicopee, MA?
Do you have hands-on experience with job costing?
Do you have experience owning the full monthly close process end-to-end?
Have you worked in a construction, home improvement, or project-based business?
What was the approximate annual revenue of the largest company where you owned the finance function?

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Manager of Financial Advisors

Secure Financial Group Grand Rapids, MI

14d ago

$82k - $120k/yr Full time Manager Marketing Advisor

Manager Marketing Advisor

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Job Description

Secure Financial Group is seeking an experienced leader to guide a team of financial professionals in Grand Rapids, Michigan. The role of Financial Sales Manager involves recruiting, developing, and supervising advisors, directly driving revenue growth, and promoting client-focused solutions that align with our retirement planning focus. This onsite, full-time opportunity offers a competitive compensation package and a chance to shape a high-performance sales culture within a trusted firm.

Role Overview

The Financial Sales Manager will recruit, train, and oversee a team of financial professionals, playing a pivotal leadership role in revenue growth, client-centered solutions, and building a strong, collaborative team culture.

Key Responsibilities

Recruit, train, and mentor a team of financial advisors and insurance professionals
Develop and implement strategic sales plans to achieve production goals
Provide hands-on coaching in client relationship management and solution-based selling
Monitor team performance, track key metrics, and ensure accountability
Promote Secure Financial Group’s values, services, and mission within the community
Stay current with product knowledge, regulatory requirements, and industry trends

Qualifications

5+ years of experience in financial services sales, with at least 2 years in a leadership or management role
Strong understanding of insurance, retirement planning, and investment solutions
Active Life & Health Insurance License; Series 65; 66 preferred (or willingness to obtain)
Proven ability to recruit, train, and motivate a sales team
Excellent communication, organizational, and interpersonal skills
Entrepreneurial mindset with a passion for client success and team development

Benefits

Competitive base salary plus performance-based bonuses
Bonus opportunities

Compensation

Salary: $82,480 - $120,000 per year
Bonus opportunities

About Secure Financial Group

Secure Financial Group, headquartered in Troy, Michigan, is a leading retirement planning and financial services firm dedicated to helping individuals and families build and protect their financial futures. We offer personalized strategies in wealth preservation, income planning, insurance, and investment services. With a strong reputation built on trust, integrity, and results, we’re expanding our leadership team to continue delivering exceptional value to our clients.

Location & Work Details

Location: Grand Rapids, MI (onsite)
Job type: Full-time
Work location: In person
Ability to commute: Troy, MI 48084

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Financial Planning Specialist

MomentUs Wealth Management Bedford, TX

14d ago

$73k+/yr Full time Advisor Client Relations Client Service

Advisor Client Relations Client Service

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Job Description

MomentUs Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, seeks a Financial Planning Specialist to support the firm’s advisor teams with financial planning work, data analysis, and client service. This onsite role in Bedford, Texas centers on proactive problem solving and delivering an exceptional client experience through precise analysis and collaborative support.

Responsibilities

Record meeting notes from advisor and client sessions and ensure action items are completed
Process trades in client accounts as directed by the servicing advisor, ensuring accuracy and timely execution
Proactively monitor client portfolios and tracked metrics to identify risks, opportunities, and next steps before issues arise
Assist with tracking business performance metrics and prepare insightful reports for advisor review
Maintain currency on financial planning tools, investment platforms, and industry best practices under advisor guidance
Support financial planning activities, including data analysis, plan updates, and delivering high-quality deliverables using planning software
Maintain working knowledge of annuity, life, disability, and long-term care (LTC) application processes, as well as estate settlement procedures
Collaborate with the Ameriprise home office to resolve account service issues efficiently and thoroughly
Process transactions and service requests as directed, ensuring follow-through to completion
Handle ad-hoc client service needs and address escalated service issues from client service managers
Communicate confidently by phone with clients, prospects, and the home office
Monitor and respond to client emails and calls, prioritizing urgent matters and anticipating needs
Demonstrate ownership by identifying process improvements and contributing ideas to enhance client service and team efficiency
Perform additional duties as assigned by financial advisors and other team members

Requirements

Minimum of four years of experience in the personal financial services industry
Bachelor’s degree required
Series 7 license
Series 66 (or Series 63 and 65)
Texas Life Insurance license

Benefits

401(k) with matching and profit sharing
Paid time off
Professional development assistance and tuition reimbursement program
Health stipend (not health insurance)
Disability Insurance

Job Details

Job Type: Full-time
Salary: USD 72,500 per year
Location: Bedford, TX (onsite)

Work Location

On-site role based in Bedford, TX.

Commute/Relocation

Bedford, TX 76022 — reliable commute or relocation required prior to start date.

Education & Credentials

Bachelor’s degree (required)
FINRA licenses (required)
CFP designation (preferred)

Education

Bachelor’s degree (Required)

Experience

Financial planning: 4 years (Preferred)

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Mortgage Senior Credit & Product Officer

FirstBank Florida San Juan

14d ago

Full time Manager Senior Credit

Manager Senior Credit

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Job Description

The Mortgage Senior Credit & Product Officer role is an onsite leadership position with FirstBank Florida in San Juan, Puerto Rico. This role directs senior mortgage operations, including underwriting, product development, risk analysis, and policy guidance, and works closely with sales, production, and key stakeholders across the organization.

Responsibilities

Provide executive oversight of mortgage underwriting to ensure accuracy, regulatory compliance, and timely loan decisions.
Direct the loan review pipeline, maintaining deadlines and service levels.
Identify and implement process improvements to boost underwriting productivity and shorten cycle times.
Lead comprehensive risk analysis of mortgage portfolios, using financial statements and market data to identify and mitigate emerging risks.
Develop and propose new mortgage products and CRA offerings to align with market demand and regulatory requirements.
Collaborate with the sales and production teams to train staff and realtors, ensuring up-to-date product knowledge and underwriting guidelines.
Serve as a subject matter expert for investors and senior corporate credit officers on complex credit matters and product questions.
Review and update credit policies in response to regulatory changes and market trends.
Coordinate with default administration to analyze delinquency trends and implement proactive risk mitigation strategies.
Supervise the loss mitigation underwriting process.
Streamline underwriting documentation to balance efficiency with strong risk controls and regulatory compliance.
Act as the primary liaison with internal and external auditors and regulators to ensure underwriting compliance with applicable laws and standards.
Oversee ECR credit analysis to maintain consistent standards across regions.
Partner with sales and production managers to refine processes, remove bottlenecks, and accelerate loan origination cycles.
Oversee the appraisal and dispatching team to ensure timely receipt, review, and distribution of transaction documents.
Supervise the clear to close unit to ensure all loan conditions are fulfilled before moving files to the closing stage and coordinating final numbers.
Participate in cross-functional projects and committees as assigned.
Contribute to enterprise-wide risk management initiatives.
Prepare and present reports for executive leadership and board committees as required.
Support due diligence for mergers, acquisitions, or new market entries.
Foster staff development through mentoring and training opportunities.
Stay informed of industry best practices, regulatory changes, and competitive trends.

Requirements

Education: Master’s degree in finance, Juris Doctor, Business Economics or a related field is required.
Certifications: Certifications in credit risk, mortgage banking, or regulatory compliance are preferred.
Experience: A minimum of three to five years of progressive experience in credit risk management, mortgage underwriting, or product development within a banking institution.
Analytical expertise: Three to five years of demonstrated ability to analyze complex transactions using financial statements and credit reports.

A BRIEF OVERVIEW

The Mortgage Operations Manager is a senior leadership role focused on guiding mortgage underwriting, ensuring timely loan reviews, driving productivity improvements, and directing the development of new or enhanced mortgage products. The Officer partners with the sales and production teams, provides policy guidance, and serves as a liaison with internal and external stakeholders.

Disclaimer

The statements above describe the general nature and level of work performed by individuals assigned to this role. They are not intended to be an exhaustive list of all responsibilities, duties, or skills. The reporting relationship may not reflect the most recent changes to the corporate structure.

Our Company

At FirstBank PR, we strive to be a trusted advisor to our clients, and our employees are the ones who ensure we deliver on our promise of excellence in personalized customer service. We employ more than 3,100 people across Puerto Rico, the Virgin Islands and Florida who share a commitment to outstanding service. We are proud of our team for continuously surpassing client expectations.