Product Sales

Product Sales Finance Jobs

125 jobs found

Wealth Manager

FirstRand George, IA

1mo ago

Full time Manager Assets Under Management CFP

Manager Assets Under Management CFP

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Job Description

Overview

Based in George, IA, the Wealth Manager will serve as a full-spectrum financial advisor for high-net-worth clients, providing expert guidance across savings, investments, estate planning, and fiduciary services. The role prioritizes investment advisory and portfolio management, including both local and offshore holdings. You will deliver comprehensive financial planning and investment guidance to high-income clients, and develop proposals covering investment planning, estate planning, cash management, and risk management. You will also manage and grow a client portfolio with assets under management of R300 million or more.

Key responsibilities

Deliver comprehensive financial planning and investment guidance to high-net-worth clients, formulating proposals in investment planning, estate planning, cash management, and risk needs.
Manage and grow a client portfolio with assets under management of R300 million or more.
Conduct regular reviews of client financial plans, adapting to life changes, market trends, and economic shifts.
Monitor financial market trends to ensure client plans remain responsive and relevant.
Evaluate available investment opportunities to determine alignment with client financial plans.
Analyze client financial information to develop financial plans or proposals using appropriate tools.
Support business decisions by providing accurate and reliable business intelligence, including trend and data analysis.
Collect and organize information to review work progress, contributing to reporting, decision-making, and identifying improvement opportunities.
Provide regular reports on service delivery against agreed service level agreements and overall customer targets.
Ensure compliance with relevant statutory, legislative, policy, and governance requirements.
Maintain expert knowledge of legislative amendments, industry best practices, and FNB’s internal compliance procedures, ensuring compliance is embedded in systems and procedures per standards.
Implement and contribute to the development of governance and compliance processes, identifying and mitigating risks.
Safeguard the optimal usage and protection of business assets.
Achieve gross production and sales targets as indicated in scorecards.
Identify opportunities to advise on FirstRand approved investment and risk products.
Maintain expert knowledge of FirstRand approved products, including application procedures, processing, and timelines.
Ensure high-quality, consistent advice aligned with FNB’s investment philosophy and product matrix.
Act as an ambassador for FNB, upholding internal values and ethical standards.
Contribute to maintaining a competitive edge through external networking, benchmarking, and representation in relevant forums.
Develop networks and build alliances to strengthen internal support bases.
Engage in cross-functional activities and collaborate across boundaries with diverse stakeholders.
Maintain and build relationships for expectation management, knowledge sharing, and integration.
Inform and educate clients on products and services to retain existing clients, increase revenue, and grow the customer base.
Liaise with clients via approved communication channels in a positive and helpful manner.
Support the resolution of client queries to ensure satisfaction and retention.

Application details and equality information

Job details require timely submission ahead of the closing date: 11/03/26. All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. The Bank will keep this information confidential unless required by law to disclose to other parties.

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Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Sarasota, FL

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

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Job Description

Location: Sarasota, FL 34236

Why Bank OZK

Bank OZK combines a banking heritage of over 120 years with modern financial services, earning national recognition as an industry leader. We blend superior service with innovative technology to deliver smart solutions for clients nationwide. Our work supports small businesses, fuels local economies, and shapes growth in major cities. We’re dedicated to building rewarding careers and offering a comprehensive benefits package to support teammates’ physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, health, dental, vision and pet insurance, plus special perks and discounts.

Job Purpose & Scope

Provide sales leadership and coaching to team members, leveraging knowledge of banking products and services to establish professional relationships with customers and prospects. Engage in meaningful conversations about their financial needs and goals, foster a positive and helpful team environment, and deliver outstanding customer service at all times.

Essential Job Functions

Build professional relationships with customers, using assessment tools to uncover needs, discuss suitable recommendations, and submit referrals to banking center teams or business partners.
Utilize assessment tools to maintain detailed notes on customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Engage in outbound business development and community involvement activities.
Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and resolve client concerns promptly and professionally, escalating issues as needed.
Serve as a role model for banking center team members and coach relationship-building activities.
Collaborate with line of business partners to foster teamwork, exceptional service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Support the bank’s values and mission with integrity and professionalism.
Promote teamwork, lead by example, and take initiative to assist others.
Complete all essential training in a timely manner.
Display enthusiasm for continuous learning and apply constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
Confidence to act as a trusted advisor.
Effective verbal and written communication abilities.
Demonstrates a team-oriented approach and thrives in a dynamic environment.
Critical thinking skills with accurate and efficient productivity and attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policy and procedure including safety and security procedures.
Ability to travel to other work locations for training or staffing needs, as required.
Proficiency with computer and Microsoft Office applications necessary to perform essential job functions.

Basic Qualifications

High school diploma or equivalent required; bachelor’s degree preferred.
1+ year of retail customer service and/or sales experience required.
Knowledge of business and consumer products required.
Knowledge of and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred.
Proven ability to achieve sales goals and financial targets preferred.
Experience in a leadership and/or coaching role strongly preferred.
NMLS, or successful completion of the NMLS process within 30 days of hire, required.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodations.

Note: This description is not an exhaustive list of all job functions, duties, skills, and standards required. Other duties may be added. Management reserves the right to modify requirements at any time.

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Bank Loan Finance Desk Analyst

Royal Bank of Canada New York, NY

1mo ago

$135k - $165k/yr Full time ABS Analyst Bank Loan Markets

ABS Analyst Bank Loan Markets

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Job Description

Role Overview

The position begins with recording loan trades that hedge our Total Return Swaps with clients and maintaining the TRS records, primarily using Excel with macros. You will reconcile and confirm positions, monitor and resolve margin disputes, and record loan hedge accrual resets. The role also involves helping migrate bookings from spreadsheets to a strategic system designed to automate Desk PnL, downstream Market and counterparty risk, settlements, and accounting. Additionally, you will support internal presentations and approvals for TRS and SPV Financing structures and assist a senior desk member with asset-level financing approvals received from clients.

Required Skills and Background

Self-starter with initiative and drive
Knowledge of trading markets; derivatives and credit/loan markets are a plus
Strong technology proficiency
Familiarity with RBC support processes across Market Risk, Credit Risk, Counterparty Credit Risk, Product Control, and Operations
Interest in fundamental credit analysis is advantageous

What’s In It For You

We embrace challenges, progressive thinking, and teamwork to deliver trusted guidance that helps clients thrive and communities prosper. The role sits within a culture that values mutual success, potential, and making a meaningful difference. The compensation package includes a comprehensive Total Rewards program with bonuses and flexible benefits, competitive pay, commissions where applicable, and stock when appropriate. Leaders support your development through coaching and growth opportunities. You will have the chance to contribute in a dynamic, collaborative, and high-performing team while building close client relationships.

Compensation and Benefits

The indicative base salary range for this role is $135,000 to $165,000, dependent on factors such as experience, skills, regulatory status, market conditions, and business needs. This range excludes other elements of total compensation, including discretionary bonuses and benefits such as a 401(k) program with company matching contributions, health, dental, vision, life and disability insurance, and paid time off.

Authorities, Impact, and Risk

Appropriate licenses and registrations
Authority to transact on behalf of the firm
Multi-product and derivatives competency
Supports Non-Traditional ABS origination team within the ABS Origination and Global Spread Products businesses

Key Relationships

Provide essential support to senior ABS bankers for client coverage
Coach and mentor junior Analysts and Associates in transaction/pitch execution and professional development
Regular coordination with ABS syndicate, ABS sales, ABS trading, ABS financing, Corporate Banking, Global Investment Banking, and other internal stakeholders to deliver the best outcomes for clients

Working Conditions

Operate in a fast-paced trading floor environment requiring strong multitasking, robust computer and analytical skills, and meticulous attention to detail. Hours can be unpredictable and as needed. The role is based in New York with some travel anticipated.

Additional Details

Location: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET, NEW YORK, NY 10281, United States
Work hours per week: 40
Employment Type: Full time
Platform: CAPITAL MARKETS
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-03-07
Application Deadline: 2026-06-06
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date

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Financial Services Representative - State Farm Agent Team Member

Antonio Mendoza State Farm Santa Maria, CA

1mo ago

$75k - $90k/yr Full time Agent Commission-based Compliance

Agent Commission-based Compliance

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Job Description

Role Description

As a Financial Services Representative with the Antonio Mendoza State Farm agency, you will effectively promote financial products that help clients manage everyday risks. Your strong knowledge of financial offerings supports a sales‑driven, consultative approach to educating customers about their financial options. Your analytical mindset makes you a valuable resource for clients and strengthens the agency's competitive position.

Employment Type

Full-time

Responsibilities

Consult clients on financial planning and investment options.
Assist clients with portfolio management and asset allocation.
Conduct financial reviews and recommend suitable products.
Maintain compliance with financial regulations.

Qualifications

3+ years of experience in financial services.
Strong analytical and communication skills.
FINRA Series 7 and 63 licenses are preferred.

Benefits

Performance-based commission structure
Life insurance
Paid Time Off (vacation, sick, and personal days)
Paid company holidays

Compensation

Competitive salary range of $75,000 to $90,000 per year, with earnings comprising base pay plus commissions and bonuses.

Location

Santa Maria, CA 93455

Important Employment Information

State Farm agents are independent contractors who hire their own employees. State Farm agents’ employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.

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Financial Fiduciary Advisor - Series 65

Roberts Wealth Management Mandeville, LA

1mo ago

$80k - $110k/yr Full time 65 Advisor Client Relations

65 Advisor Client Relations

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Job Description

About the Firm

Roberts Wealth Management is a family owned advisory firm operating since 2000. With a team of more than 40 professionals, we serve thousands of families across the United States. Our motto, "No Worries Today, You are part of the Roberts Wealth Family," reflects our commitment to delivering exceptional financial services with a caring approach to wealth management.

Role Overview

In the Financial Fiduciary Advisor position, you will play a pivotal role in guiding clients toward their financial goals. We are looking for a talented individual to join our team in a collaborative, client-focused environment.

Qualifications

Series 65 license required
Life insurance license required
Bachelor's degree in Finance, Business, or a related field preferred
Proven experience in financial advising or wealth management
Strong understanding of investment products and financial markets
Excellent communication and interpersonal skills
Ability to work independently and as part of a team

Experience

Financial Planning and Sales: 5 years (Required)

Compensation

Annual salary: $80,000.00 - $110,000.00 per year

Benefits

Dental insurance
Health insurance
Life insurance

Employment Details

Job Type: Full-time
Schedule: 8 hour shift
Supplemental Pay: Bonus opportunities
Work Location: In person
Location: Mandeville, LA 70448

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Sr. Finance, Planning and Analysis Specialist

Logistics Management Institute Tysons, VA

1mo ago

Full time Adaptive Planning Analysis Board Reporting

Adaptive Planning Analysis Board Reporting

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Job Description

Overview

This position reports to the Director of Financial Planning & Analysis and collaborates closely to guide the organization through a transition to a product sales-based model across the enterprise. Location: Tysons, VA 22102.

Responsibilities

Lead the development of a product lifecycle management system to monitor a portfolio of products from initial investment through pricing and sales, to downstream enhancements and ongoing maintenance after market release.
Provide ongoing financial stewardship and advisory support to the Chief Technology Organization.
Collaborate with project control and indirect budgeting leads to develop and maintain the operational budget for the overall product portfolio and pilot program implementations.
Track product development schedules and milestones, and assess progress against established budgets.
Establish a tracking framework to cohesively map product and offerings revenue throughout the lifecycle from sales opportunities to recognized revenue.
Respond to ad hoc inquiries and provide guidance to the CTO on key development milestones, budget variances, and actual versus projected sales revenue across the product portfolio.
Build and maintain sophisticated models to evaluate development costs, pricing strategies, acquisition strategies, and operating models.
Prepare monthly and quarterly Board-level reporting that communicates the financial health of investments and the actual and anticipated returns.
Develop process automation with Adaptive and Workday forecasting tools to ensure data integrity across the organization for internal development costs, capitalized and amortized costs, and revenue streams related to return on investments.
Provide financial consultation to development, technology and marketing teams to interpret spend versus performance and build business cases for expansions in new product offerings and initiatives.

Qualifications

8 to 10 years of FP&A experience with a focus on product development and software lifecycles.
Familiarity with product development investment models related to future annual revenue streams.
Knowledge of Costpoint with the ability to provide insight and in-depth analysis of deployed reports.
Prior use and understanding of forecasting systems, with Adaptive preferred.
Advanced Microsoft Excel skills.
Proven ability to work with large data sets and consolidate them into informational reports for corporate leadership.
Experience in a fast-paced environment with the ability to explain findings to director/VP/SVP level resources.
Bachelor’s degree in mathematics, finance or accounting; MBA preferred.
Ability to collaborate with multiple stakeholders to ensure consistency in operations, reporting and outcomes.

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LIHTC Underwriter, Lead Associate

Fannie Mae Boston, MA

1mo ago

$109k - $142k/yr Full time Affordable Housing Associate Compliance

Affordable Housing Associate Compliance

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Job Description

Overview

Join Fannie Mae in Boston, MA as a LIHTC Underwriter, Lead Associate. Fannie Mae plays a foundational role in housing finance and supports innovative efforts to expand access to homeownership and affordable rental housing. In this role, you will contribute to the Low-Income Housing Tax Credit program by providing expertise on customer network development and engagement, while helping originate proprietary and multi-investor LIHTC investments through our syndicator partners. The LIHTC platform was relaunched in 2018, and the team continues to invest across proprietary and multi-investor funds. You will collaborate with executives and staff managers on assigned operational activities to support the team’s objectives.

Responsibilities

Develop customer relationships with the LIHTC team Senior Director, Director, Advisors and syndicator partners to communicate investment parameters, manage the pipeline, and screen, model, price, and negotiate letters of intent for multifamily LIHTC investments.
Support the LIHTC team's business activities by underwriting and closing proprietary and multi-investor fund investments, including negotiating proprietary fund agreements under the direction of the Senior Director, Director and Advisors. Periodically assist the Head of Underwriting with underwriting and closing of lower tier proprietary investments.
Identify and assess the risk profile of LIHTC investments to ensure risk is controlled and objectives align with credit, investment and regulatory guidelines.
Coordinate with internal and external teams to establish milestones that enable a smooth LOI execution and secure investments.
Assist the Senior Director, Director, Chief Operating Officer and Vice President in updating processes related to internal stakeholders such as multifamily legal, risk, operations, finance, accounting and audit.
Partner with management to recommend business solutions based on analysis of internal and market data.
Actively participate in special projects as needed.
Travel on a limited basis to visit prospective investments and markets.

Experience and Qualifications

Minimum Required Experience

Four years of relevant experience underwriting LIHTC proprietary fund investments while maintaining product and credit quality.
Proven ability in modeling and structuring LIHTC investments and managing critical projects with tight or changing timelines.
Capability to manage multiple and competing priorities to support a robust investment pipeline as demonstrated with syndicator partners.
Self-motivated with strong attention to detail and a collaborative, team-oriented mindset.
Excellent analytical, verbal, written and presentation communication skills.
Ability to influence through negotiation, persuasion, meeting facilitation and conflict resolution.
Proven skill in engaging stakeholders, customers and vendors and building broad relationship networks.
Experience gathering accurate information to clearly explain concepts and answer critical questions.
Ability to work respectfully with diverse functional teams to achieve shared goals.
Proficiency with Microsoft Office, especially Excel, Word and PowerPoint.

Desired Experience

Bachelor’s degree or equivalent.
Experience with equity or debt portfolio management software/systems such as MRI, Salesforce and Yardi.
Ability to navigate multiple systems, manage data and generate reports.

Compensation and Work Arrangement

Target Pay Range: $109,000 to $142,000 per year.
Hybrid work arrangement.
Eligible to participate in the Fannie Mae incentive program, subject to program terms.