Retail Sales

Retail Sales Finance Jobs

38 jobs found

Brand Finance Manager

Trilliant Food Little Chute, WI

12d ago

Full time Manager Marketing Brand

Manager Marketing Brand

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Job Description

Trilliant Food & Nutrition seeks a Brand Finance Manager to partner with its onsite team in Little Chute, Wisconsin. The role turns strategic plans into forecasts, delivers financial insight, and weighs trade-offs across the business unit to drive profitable growth and stronger operational performance.

Responsibilities

Serve as the primary finance partner for the business unit, collaborating closely with the BU Lead and functional leaders.
Provide financial analysis to inform pricing and margin decisions, trade spend and promotional effectiveness, and the profitability of customers, channels, and products, as well as inventory management.
Identify key cost drivers across materials, labor, overhead, and logistics.
Partner cross-functionally to identify drivers behind forecasts, variances, costs, and productivity to strengthen insights and future forecasting.
Support the evaluation of new initiatives, business cases, and growth opportunities.
Lead the BU’s annual budget, rolling forecast, and periodic outlook updates.
Prepare and explain monthly financial results, including variance analysis vs. budget/forecast and highlighting cost drivers and trends; support monthly business reviews with risks, opportunities, and recommended actions.
Help improve forecast accuracy and financial transparency for the BU.
Act as the finance lead for the BU in the Integrated Business Planning (IBP) process, partnering with Demand Planning, Supply Planning, and Production, Materials, and Resource (PMR) planning.
Translate demand and supply scenarios into financial impacts such as revenue, margin, inventory, and net working capital implications.
Support scenario planning by quantifying tradeoffs related to capacity, service levels, inventory positioning, and cost and margin impacts.
Provide financial input and validation during IBP meetings to support fact-based decision-making, balancing margin and liquidity.
Partner with Sales, Marketing, and Operations to understand volume, mix, pricing, and end-to-end cost drivers.
Analyze manufacturing and supply chain impacts on BU financial performance.
Support continuous improvement initiatives by quantifying financial benefits tied to cost reduction, productivity, and efficiency efforts.
Track and report key KPIs, ensuring insights are clear, relevant, and actionable.
Develop and maintain financial models and reporting tools to support BU decision-making.
Identify opportunities to improve financial processes, data quality, and reporting efficiency.
Ensure alignment with finance policies, controls, and standard processes.
Work cross-functionally to ensure financial implications are understood and considered in BU decisions.
Clearly communicate financial information to non-finance stakeholders in a practical, business-focused way.
Escalate key risks or issues to finance leadership as appropriate.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field.
5–7 years of progressive experience in accounting/FP&A supporting a CPG brand, BU, or scaled manufacturing platform.
Proven experience managing and analyzing the full P&L from gross sales to net revenue, with deep exposure to gross-to-net drivers, cost accounting, inventory and working capital management, and margin analysis.
Strong track record partnering cross-functionally with Sales, Marketing, Operations, Cost Accounting, and Supply Chain to support forecasting, budgeting, variance analysis, profitability initiatives, and inventory management.
Solid analytical and financial modeling skills; advanced Excel proficiency and modeling capabilities are essential.
Excellent written and verbal communication skills.
Ownership mindset for the brand.

Technologies

Microsoft Excel
ERP systems
Planning systems

Benefits

Competitive base pay
Comprehensive benefits package

Hours, Location and Pay

This is a full-time onsite role based at our Little Chute, WI manufacturing facility with standard business hours; additional time may be required based on business needs. The position offers a competitive base pay and comprehensive benefits.

Physical and Mental Demands

Frequently required to sit, hear, use hands to type data, and operate a computer and phone.
Close vision and ability to adjust focus; reasonable accommodations available.
Multi-tasking, decision making, problem solving, data comparison and analysis, coordination, and synthesis of information.
Potential exposure to chemicals, heights, loud noises, mechanical equipment, and wet environments.

Safety Statement

Safety is the top priority at Trilliant and Horseshoe. All employees are expected to follow safety practices, proactively stop unsafe acts, and promptly report unsafe conditions.

Disclosures

The statements describe the general nature of work; duties may vary and additional tasks may be assigned as needed.
Responsible for adhering to food safety and regulatory policies, executing SOPs, and reporting concerns to Production or Quality Management.
Trilliant Food & Nutrition and Horseshoe Beverage Company are Drug Free Workplaces; all applicants undergo a drug screen and background check.
Participation in E-Verify is required.
EEO/AA including veterans and individuals with disabilities.
Reasonable accommodation requests for any part of the employment process should be directed to HR.
Equal Opportunity Employers.
OECD and UN human rights guidance informs our practices.

About Us

Trilliant Food & Nutrition is a leading, vertically integrated manufacturer of premium coffees and powdered beverages, headquartered in Little Chute, Wisconsin. The company delivers branded and private-label solutions across retail, foodservice, and e-commerce channels. Horseshoe Beverage Company, based in Neenah, Wisconsin, is a premier ready-to-drink beverage manufacturer known for innovation and a vertically integrated supply chain. Our portfolio features Victor Allen’s, Dutch Bros beverages, and Nurri, a better-for-you protein beverage line. We are passionate about beverages and building a team that shares that energy.

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Financial Sales Representative - Career Changer (Training Provided)

Northwestern Mutual Andover, MA

15d ago

$60k - $110k/yr Full time Advisor Business Development Career

Advisor Business Development Career

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Job Description

Northwestern Mutual is recruiting a career-changer for a Financial Sales Representative role serving clients across Northern New England. This full-time position blends client acquisition with delivering personalized financial planning, backed by industry-leading training and mentorship. The role operates onsite in Andover, Massachusetts, and provides a defined path from foundational training to building a growing advisory practice.

Responsibilities

Build a client base by expanding relationships within your network and gaining knowledge of Northwestern Mutual financial products and current market trends.
Educate yourself beyond initial training through sponsored licensing and ongoing development. Leverage assistive software, reporting tools, and illustrations to inform clients about potential plans.
Influence clients by presenting opportunities to protect and prosper, guiding them to action through expert recommendations.
Own the development and management of the business as you refine your craft and consider building a team. Regularly review and maintain client financial plans to provide optimal guidance.

Requirements

4-year degree, or equivalent professional work experience
Entrepreneurial ambitions
History of success in sales, athletics, military, client services, or client-facing roles
Excellent time-management skills
Desire for continuous learning
Legal authorization to work in the US without sponsorship

Benefits

Commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, CFP, and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Planning
401(k)
Dental insurance
Flexible schedule
Health insurance
Tuition reimbursement
Vision insurance

Job Type

Full-time

Pay

USD 60,000 - 110,000 per year

Work Location

Hybrid remote in Andover, MA 01810

Why Join Northwestern Mutual

#90, Fortune 100 company (2021)
Forbes' Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality — Human Rights Campaign Corporate Equality Index (2015-2021)
$224 billion in retail investment client assets held or managed

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Financial Advisor - Career changers encouraged to apply!

Northwestern Mutual Alexandria, VA

16d ago

$70k - $200k/yr Full time Advisor Apply! Business Development

Advisor Apply! Business Development

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Job Description

In Alexandria, this onsite Financial Advisor role with Northwestern Mutual invites you to build a client-focused financial practice through comprehensive training and mentorship across sales, finance, leadership, and entrepreneurship. You’ll join an environment that supports an entrepreneurial path, providing the autonomy to shape your career while leveraging a strong network and resources to guide your growth.

Responsibilities

Make a tangible difference in your community by leading entrepreneurial initiatives, sales efforts, and leadership activities.
Tap into a comprehensive Training and Development program that cultivates your growth as a business owner, with a clear path toward leadership.
Present clients with opportunities to protect and prosper, guiding action through honest guidance and thoughtful recommendations.
Enjoy autonomy to design your career path and pursue a work‑life balance that fits your goals.
Join a collaborative network of peers dedicated to pushing boundaries and achieving their best each day.
Receive personalized coaching and resources to excel in entrepreneurship, finance, sales, and management within the industry.
Build and nurture meaningful community connections to foster robust referral networks and grow your practice.
Develop long-term client relationships by delivering tailored financial strategies and holistic planning, while owning your business.
Continue elevating your skills through ongoing professional development and collaborative experiences to sustain success as a business owner.

Requirements

Reliability, integrity, and a commitment to ethical practices.
Exceptional communication skills and the ability to build strong professional relationships.
Self-driven, goal-oriented mindset with a passion for ongoing growth as a business owner and leader.
Willingness to learn, adapt, and thrive in a dynamic environment.
4-year degree or equivalent professional work experience.
Entrepreneurial ambitions and a track record of building meaningful relationships.
Interpersonal skills suited to client-facing roles and strong time management.
Desire for continuous learning.
Legal authorization to work in the US without sponsorship.

Benefits

401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Compensation and Benefits

Compensation and commission structure to support early development
Renewable income
Bonus programs and expense allowances
Support for insurance licensing, SIE, Series 6, Series 63, Series 7, CFP and more
Retirement Package and Pension Plan
Medical, Dental, Vision, Life Insurance and Disability Income Insurance
Family Financial Planning

About Us

For more than 165 years, Northwestern Mutual has helped clients navigate their financial futures through comprehensive and innovative planning. The firm blends the expertise of its financial professionals with a personalized digital experience and leading products to support clients in achieving their goals. Our approach combines insurance, investments, and annuities to reinforce progress, backed by strong financial strength and access to top-tier products and services. Financial Representatives are valued partners and owners who contribute to a diverse, inclusive environment where different viewpoints drive success.

Why Join Northwestern Mutual

Fortune 100 company (2021)
Forbes Best Employers for Diversity (2018-2020)
Top 10 US Independent Broker-Dealers
#1 Among Life Insurers Most Admired Companies for Financial Soundness
Best Place to Work for LGBTQ+ Equality by the Human Rights Campaign Corporate Equality Index (2015-2021)
Approximately $224 billion in retail investment client assets held or managed

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Universal Financial Representative

Westerly Community Credit Union Westerly, RI

17d ago

Full time Banking Client Relations Client Service

Banking Client Relations Client Service

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Job Description

This onsite role in Westerly, Rhode Island supports member service excellence at Westerly Community Credit Union. The Universal Financial Representative focuses on delivering outstanding member service, building and maintaining relationships with members and peers, cross-selling credit union products, resolving issues, processing transactions, and supporting branch operations.

Responsibilities

Maintain professional performance across the duties of Financial Service Representative and Member Service Representative.
Represent the credit union in a courteous, professional manner.
Process member transactions accurately and efficiently while adhering to procedures to prevent fraud and asset loss.
Open and close accounts.
Process personal and auto loan applications and disbursements.
Open and maintain IRA accounts.
Open, close, and renew certificates of deposit.
Open, close, and manage safe deposit boxes.
Resolve member issues and provide general account information and maintenance.
Scan required member documents into account records.
Follow balancing procedures for MSR and FSR at the end of the shift, ensuring totals align with cash handling.
Address out of balance positions by reconciling transaction slips with computer totals and verifying cash transactions.
Identify member needs and offer suitable solutions using tools from the Member Advocacy Program, including Needs Assessment Forms, Cash Flow charts, and Credit Reports.
Assist members with complex financial situations by reviewing credit reports and cash flows to help them reach their financial goals.
Respond to member inquiries by telephone and direct calls as needed; handle emails and messages promptly.
Monitor organization communications and respond to internal messages within a reasonable timeframe.
Maintain strict confidentiality of member information.
Support department responsibilities such as scanning, maintaining supplies, covering the reception area, and assisting with safe deposit access.
Open and close the lobby area as required by daily operations and keep the workspace clean and organized.
Protect confidential member information and perform daily shredding of obsolete materials.
Able to cover other branch locations as needed by business requirements.
Maintain thorough knowledge of all credit union products and services.
Periodically review the WCCU PEAK Manual and all credit union policies and procedures.
Maintain working knowledge of applicable state and federal regulations as they relate to retail branch operations.

Requirements

Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Ability to operate department related computer applications and equipment.
Solid math and basic accounting skills.
Positive, can-do attitude.
Caring and community-oriented mindset.
Strong service and sales skills, with a focus on helping members succeed.
Minimum one year of relevant experience.
Education: High school graduate or equivalent.

Required Knowledge

Thorough knowledge of member services and the products provided by the credit union.

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Private Client Relationship Manager

Citizens Broadview Heights, OH

18d ago

Full time Manager Advisor Banking

Manager Advisor Banking

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Job Description

The Private Client Relationship Manager role is based onsite in Broadview Heights, OH and focuses on delivering tailored financial planning and high touch relationship management for affluent clients.

Responsibilities

Identify and welcome new affluent and high net worth clients into the book of business via outbound outreach and in branch or partner referrals.
Grow net deposits, investments, and lending balances by conducting discovery and financial planning conversations, understanding client goals, and presenting personalized strategies aligned with objectives.
Deepen and retain relationships through proactive outbound engagements driven by life events, financial triggers, and other insights.
Provide exceptional, high touch client experiences.
Collaborate with Wealth Advisors and Certified Financial Planners to help clients achieve their financial goals.
Coordinate with colleagues across Retail, Business Banking, Mortgage and Wealth to deliver a seamless Citizens experience.
Leverage Salesforce CRM to track activity and progress.

Requirements

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or equivalent experience.
Experience working with affluent and high net worth clients.
SIE license.
Series 6 or Series 7 license.
Series 63 or Series 66 license.
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Proven success in a client-centric, proactive sales environment.
Experience building and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a compliant control environment.
Excellent written and verbal communication skills.

Technologies

Salesforce CRM

Measures of Success

Growth in net new investment assets in collaboration with Wealth Partners.
Increase in new deposits including checking, savings, and CD balances.
Expansion of lending activity and balances through mortgages, home equity lines, and securities-based lending.
Positive results from client satisfaction surveys.

Compensation

Salary plus opportunity to earn incentive compensation.
Compensation commensurate with experience.

Hours & Schedule

Hours per week: 40.
Work schedule: Monday through Friday, potential Saturday hours.

Background Check

Offer of employment is contingent on successful background checks, which may include initial credit, motor vehicle records, public records, prior employment verification, and criminal history review. Results are assessed according to regulatory requirements and the specifics of the role.

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

Bank of America Chicago, IL

18d 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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Business Banking Relationship Manager, Ulster, Sullivan and Orange Counties

M&T Bank Kingston, NY Hybrid

18d ago

$94k - $157k/yr Full time Manager Banking Business

Manager Banking Business

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Job Description

This hybrid remote role based in Kingston, NY supports a portfolio of small business loan and deposit relationships at M&T Bank, with a salary range of USD 94,400 to 157,400 per year.

Overview

This position manages a defined portfolio of loan and deposit relationships with small business clients, pursuing new business, evaluating risk, and making credit decisions while servicing existing clients through the bank's relationship management program. The role collaborates with branch partners to market to business customers and cross-sell the bank's broader product suite.

Responsibilities

Cultivate new business relationships with prospects while servicing the current commercial client base; meet performance targets set by management.
Partner with branch teams to optimize sales to business customers and cross-sell bank products; develop a network with accountants, attorneys, and other centers of influence.
Assess credit data and loan requests to determine appropriate loan structures that balance risk and revenue; negotiate with underwriters and clients to optimize outcomes.
Meet revenue targets ranging from $150 million to $400 million.
Generate loan production between $4 million and $8 million.
Produce deposit balances between $400 million and $2 million.
Oversee a loan portfolio valued at $7.5 million to $20 million.
Manage approximately 15 to 40 relationship-managed clients.
Engage in all business banking and retail sales sprints; achieve call targets and product sales goals such as cash management and Visa Merchant services; participate in civic and cultural programs; apply prescribed selling techniques to maximize opportunities.

Requirements

Bachelor's degree required.
Minimum four years of related sales or banking experience, or an equivalent combination.
Proficiency with personal computers and department software.
Ability to read and interpret financial statements and tax returns.
Solid credit analysis skills to evaluate loan requests.
Strong knowledge of Cash Management, Merchant Services, and Trade Services offerings for business banking clients, with the ability to identify sales opportunities within these product lines.
Excellent interpersonal and presentation skills.

Scope of Responsibilities

Demonstrated ability to sell effectively to prospects and existing clients while retaining relationships.
Collaborate closely with internal contacts to service clients and ensure seamless delivery of bank services.