Training and Development

Training and Development Finance Jobs

165 jobs found

Private Client Relationship Manager

Citizens Horsham, PA

1mo ago

Full time Manager Affluent Banking

Manager Affluent Banking

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Job Description

Overview

Citizens aims to empower clients, colleagues, and communities to reach their potential through a client-centric culture, a commitment to continuous improvement, and ongoing capability enhancement. Citizens Private Client delivers personalized, world-class financial planning and guidance to help clients achieve their financial goals, supported by a culture of continuous coaching, professional development, and practice management support. This role, based in Horsham, PA 19044, collaborates with Wealth Financial Advisors and Certified Financial Planners to form the Citizens Private Client team.

Responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calls and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting thorough discovery and financial planning discussions, identifying a client’s goals, and presenting personalized strategies aligned with those objectives.
Strengthen and retain client 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 reach their financial goals.
Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to deliver a seamless experience across Citizens.
Leverage Salesforce CRM to track activity and progress.

Measures of Success

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits, including checking, savings, and CDs.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction as indicated by survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required licenses: SIE, Series 6 (or 7) and Series 63 (or 66) at the time of hire; Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Licenses

SIE, Series 6 (or 7) and Series 63 (or 66)
Life, Health, and Accident Insurance licenses can be obtained within a defined timeline after hire

Compensation

Salary plus incentive compensation. The base salary is commensurate with experience.

Hours and Work Schedule

40 hours per week. Work schedule typically Monday through Friday, with potential Saturday hours.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy or childbirth, lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state, and local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day, and everyone is expected to be treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.

Why Work for Us

At Citizens you will find a customer-centric culture focused on helping clients and giving back to local communities. Joining our team means joining a supportive, collaborative environment with access to training and tools to accelerate your potential and advance your career.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in line with regulatory requirements and with consideration of the nature and gravity of the history and the role offered. Further information will be provided with any offer.

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Private Client Relationship Manager

Citizens Winchester, MA

1mo ago

$81k - $95k/yr Full time Manager Affluent Banking

Manager Affluent Banking

Apply Now

Job Description

Overview

Citizens Private Client delivers personalized, world-class financial planning and advice to help clients reach their goals. The program emphasizes a culture of continuous coaching, professional development, and ongoing practice management support. As a Private Client Relationship Manager (PCRM), you will engage directly with affluent and high‑net‑worth clients to meet and exceed expectations by taking a long‑term view and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners to strengthen the Citizens Private Client team.

Key Responsibilities

Acquire and onboard new affluent and high‑net‑worth clients into a Book of Business through outbound calls and in‑branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding each client’s goals, and presenting personalized strategies aligned with those objectives.
Deepen and retain client 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.
Partner with colleagues in Retail, Business Banking, Mortgage, and Wealth to deliver a seamless Citizens experience.
Leverage Salesforce CRM to track activity and progress.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree preferred.
3 to 5 years of banking, wealth management, or other relevant equivalent experience.
Experience working with affluent and high‑net‑worth clients.

Licenses and Regulatory Requirements

Required at the time of hire: SIE, Series 6 (or 7), and Series 63 (or 66) licenses.
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.

Additional Skills and Attributes

Proven success in a client‑centric, proactive sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to maintain a sound control environment.
Excellent written and verbal communication skills.

Hours and Location

Location: Winchester, MA 01890

Hours per Week: 40

Work Schedule: Monday through Friday, with potential Saturday hours.

Compensation and Benefits

The salary range for this role is $81,000 to $95,000 per year, with the opportunity to earn additional incentive earnings. Actual pay is based on factors including location and relevant skills and experience.

Citizens offers competitive pay plus comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Note that Citizens’ paid time off policy exceeds the mandatory paid time away requirements in every local and state jurisdiction in the United States. For an overview of benefits, visit https://jobs.citizensbank.com/benefits.

Why Work for Us

At Citizens, you will join a customer‑centric culture focused on helping clients and giving back to local communities. You will become part of a collaborative team with access to training and tools that support your growth and career advancement.

Equal Employment Opportunity

Citizens and its affiliates provide equal employment opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, disability, genetic information, gender, gender identity or expression, marital or domestic partner status, military or veteran status, national origin, pregnancy, race, religion, sex, sexual orientation, or any other category protected by federal, state, or local laws. We are committed to fostering an inclusive culture where every colleague is treated with respect and professionalism. Employment decisions are based on merit, qualifications, performance, and capability.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in light of regulatory requirements and the nature and gravity of the background history in relation to the job offered. Any offer of employment will include further information.

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Credit Portfolio Manager I - Healthcare Practice Solutions

TD Bank Mount Laurel, NJ

1mo ago

$91k - $146k/yr Full time Manager Banking Commercial Banking

Manager Banking Commercial Banking

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Job Description

Location, Schedule and Compensation

Work Location: Mount Laurel, New Jersey, United States of America. Hours: 40 per week.

Pay Details: $91,000 - $145,600 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Department Overview

The Healthcare Practice Solutions Group is a specialized unit within TD that provides customized financing options to healthcare professionals across six defined NAICS codes, including dentists, veterinarians, physicians, optometrists, psychiatrists, and podiatrists. This role sits on a team of analysts serving the full TD footprint. Underwriters assess credit facilities primarily supported by Healthcare Practice Value and a borrower’s capacity for cash flow generation and global debt repayment. Responsibilities include thorough underwriting of both new and existing client relationships, along with limited portfolio management activities such as monitoring financial covenants and completing annual credit reviews.

Role Summary and Scope

The Credit Portfolio Manager I (CPM) gathers financial and general business information for customer and prospect loan requests. It involves performing financial analyses to inform credit decisions, contributing input to the group loan decision process based on credit risk and other key factors, and supporting the commercial banking team by recommending credit solutions that add value to the customer.

Key responsibilities include managing specific credit activities to ensure underwriting quality and timely execution, potentially overseeing analytical support and workflow for the department, and working on larger, more complex Middle Market deals. The CPM may lead, create, develop, and introduce commercial and credit related initiatives. It serves as a consultant to business lines on credit issues, processes and procedures, and acts as a resource for business lines, collaborating with senior management on various issues, managing expectations and timelines. The role partners with Lending/Credit Officers to address exceptions identified by internal or external auditors or examiners. Periodic customer-site inspections to audit accounts and verify loan terms may be performed. Coordination with Account and Relationship Managers for routine financial analyses and credit investigations is required, and credit decisions are communicated to Relationship Managers and Account Managers. The CPM manages workflow and policy adherence for the department, participates in cost-benefit analyses and implementation, and drives service level standards aligned to business performance. Ensuring timely information flow, process efficiency, and confidentiality of credit and customer data are ongoing responsibilities. The position may involve leadership within a regional or market level team of Credit Analysts.

Education and Experience

Bachelor's degree or equivalent experience
5+ years of related experience
Strong understanding of commercial business development techniques and credit decisions
Demonstrates a track record in business development
Wide network of outside referral sources for new business
Proven credit and financial analysis skills
Refined negotiation abilities
Effective verbal and written communication skills
Proficiency with PC applications

Physical Requirements

Never: 0%
Occasional: 1-33%
Frequent: 34-66%
Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Occasional
Sitting – Continuous
Standing – Occasional
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Never
Squatting – Occasional
Bending – Occasional
Kneeling – Never
Crawling – Never
Climbing – Never
Reaching overhead – Never
Reaching forward – Occasional
Pushing – Never
Pulling – Never
Twisting – Never
Concentrating for long periods – Continuous
Applying common sense to standardized problems – Continuous
Reading, writing and understanding instructions – Continuous
Arithmetic operations – Continuous

Who We Are

TD stands among the leading global financial institutions and ranks as the fifth largest bank in North America by branches. We aim to make every interaction, product, and experience exceptionally human and straightforward for more than 27 million households and businesses worldwide. With over 95,000 TD colleagues, we focus on building deeper relationships, disciplined execution, and a simpler, faster banking experience. We believe all colleagues are client facing and are committed to leadership in client experience as we reimagine banking for clients, colleagues, and communities.

The Total Rewards Package

TD’s Total Rewards package covers base salary plus variable compensation or incentive awards (eligibility for cash and/or equity incentives typically through participation in an incentive plan) and additional key programs such as health and well-being benefits, savings and retirement plans, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and recognition programs. For more details, learn more about our Total Rewards offering.

Additional Information

We are excited you are considering a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we strive to provide the support you need to thrive both professionally and personally.

Colleague Development

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as

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Credit Portfolio Manager I - State & Muni

TD Bank New York, NY

1mo ago

$100k - $165k/yr Full time Manager Banking Commercial Banking

Manager Banking Commercial Banking

Apply Now

Job Description

Overview

The Credit Portfolio Manager I role is part of TD Bank’s State & Municipal Credit Management group. It can be based in New York or Philadelphia. The incumbent will handle underwriting duties and manage a portfolio of governmental borrowers, including state and local governments, municipal utilities, housing authorities, and other special districts. The position requires producing concise credit write-ups and performing thorough financial and industry analyses to support sound lending aligned with TD’s risk appetite and strategic priorities.

Key Details

Work Location: New York, New York, United States of America

Hours: 40 per week

Line of Business: Personal & Commercial Banking

Compensation: Base salary range candidate to candidate is $100,000 to $165,000 USD

Responsibilities

Collect financial and business information for borrower requests and conduct financial analyses needed for credit decisions.
Contribute to the group loan decision process by evaluating credit risk and other critical factors; support the commercial banking team and propose credit solutions that add value for customers.
Oversee specific credit activities to ensure underwriting quality, consistency, and timely delivery in line with customer expectations.
Handle larger, more complex transactions with a focus on Middle Market clients.
Lead or contribute to the development and rollout of commercial and credit related initiatives.
Serve as a consultant to business lines on credit issues, processes, and procedures; act as a trusted resource for management on various topics, managing expectations and timelines.
Partner with Lending and Credit Officers to address exceptions raised by internal or external auditors and examiners; conduct periodic on-site inspections to audit accounts and verify loan terms.
Coordinate with Account and Relationship Managers to perform routine financial analyses and credit investigations; communicate credit decisions to Relationship and Account Managers.
Manage workflow and policy adherence within the department; participate in cost-benefit analyses and implement improvements; maintain quantifiable service level standards tied to performance.
Maintain strict confidentiality of credit and customer information at all times.

Qualifications & Experience

Bachelor's degree or equivalent experience; 5+ years in related areas.
Solid understanding of commercial business development techniques and credit decision processes.
Proven track record in business development; strong market presence with a broad network of external referral sources for new opportunities.
Strong credit and financial analysis capabilities; well-honed negotiation and communication skills, both verbal and written; proficient computer skills.

Travel, Physical Requirements & Working Conditions

Domestic travel – Occasional; International travel – Never.
Working largely in an office environment with continuous desk work; ability to concentrate for long periods.
Able to perform multiple tasks simultaneously and operate standard office equipment on a regular basis.
Physical readiness to perform routine activities such as reading, writing, and occasional lifting up to 25 pounds; occasional standing and walking.
Specific movements include occasional reaching forward, occasional reaching overhead, and occasional twisting; no requirement for climbing, kneeling, crawling, or frequent lifting beyond 25 pounds.

What TD Offers

TD emphasizes a Total Rewards package that combines base pay with variable incentive opportunities, plus a comprehensive set of benefits designed to support health, wellbeing, and financial security. The compensation framework reflects contributions, experience, location, and business needs, and TD encourages open discussions about compensation with recruiters. The program also includes health and wellbeing benefits, retirement and savings programs, paid time off, banking perks, career development, and recognition initiatives.

TD At a Glance

TD is a leading global financial institution and one of the largest banks in North America by branch footprint. The organization focuses on delivering human-centric, straightforward banking experiences to millions of households and businesses around the world. With a diverse team of professionals, TD remains committed to client excellence and continuous growth through development, mentorship, and opportunity.

Total Rewards and Development

TD supports ongoing growth through regular development discussions, training programs, and access to online learning resources. Colleagues benefit from mentoring opportunities and performance conversations to help advance their careers within the organization.

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Private Client Relationship Manager

Citizens Manchester, NH

1mo ago

Full time Manager Affluent Banking

Manager Affluent Banking

Apply Now

Job Description

Description

Based in Manchester, NH 03101, Citizens Private Client delivers tailored financial planning and advisory services to help clients achieve their long-term goals. The Private Client team fosters a client-centric culture, emphasizes continuous development, and supports ongoing practice management. Private Client Relationship Managers (PCRMs) interact directly with affluent and high-net-worth clients to exceed expectations by thinking long term, taking the next right step, and collaborating with colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners, forming an integrated Citizens Private Client team.

Responsibilities

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by conducting comprehensive discovery and financial planning conversations, understanding a client’s goals, and presenting personalized strategies aligned with those objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to deliver a seamless client experience across Citizens.
Leverage Salesforce CRM to track activity.

Measures of Success include:

Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.

Qualifications, Education, Certifications and/or Other Professional Credentials

Bachelor’s degree (preferred).
3 to 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.

Compensation

Salary plus the opportunity to earn incentive compensation. Salary is commensurate with experience.

Hours and Work Schedule

Hours per Week: 40

Work Schedule: M-F; potential Saturday hours

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies provide equal employment and advancement opportunities to all colleagues and applicants without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, marital or domestic partner status, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, reproductive health decisions, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. Citizens is committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you will find a customer-focused culture centered on helping customers and giving back to local communities. Joining our team means being part of a supportive and collaborative environment, with access to training and tools to accelerate your potential and advance your career growth.

Background Check

Any offer of employment is conditioned upon successful completion of a background check, which may include initial credit, motor vehicle record, public records, prior employment verification, and criminal background checks. Results are reviewed in accordance with legal and regulatory requirements and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include additional information.

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Finance & Insurance Manager - Automotive Group

Confidential Minnetonka, MN

1mo ago

$150k - $250k/yr Full time Manager Automotive Automotive Finance

Manager Automotive Automotive Finance

Apply Now

Job Description

Overview

A well established automotive group is seeking an experienced Finance and Insurance (F and I) Manager to join our team. The ideal candidate will lead performance, support sales operations, and deliver an exceptional customer experience.

Responsibilities

Present financing options and protection products clearly and professionally
Maintain lender relationships to secure fast, competitive financing
Ensure full compliance with regulatory requirements
Support and collaborate with sales leadership to streamline the customer process
Develop and mentor F&I team members

Requirements and Qualifications

Minimum 3 years of F&I management experience
High-line or luxury automotive experience preferred
Strong communication, leadership, and compliance skills
Proven ability to meet performance targets and build productive cross-department relationships

Why Join Us

Career growth within a respected, performance-driven organization
Ongoing training and development
Modern, team-focused work environment
Advance your F&I leadership career within our organization

Compensation and Benefits

Annual estimated earnings range: $150,000 to $250,000 per year
This is a performance-driven role eligible for short-term and long-term incentives as part of total compensation, including commissions on individual product and reserve income, plus bonuses based on individual Net PVR, product penetration, and manufacturer approvability
Pay: $150,000.00 - $250,000.00 per year

Location and Work Arrangement

Location: Minnetonka, MN 55345

Work Location: In person

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Financial Planner and Financial Advisor career path (Series 7/66)

Prudential Advisors: The Greater Los Angeles... Sherman Oaks, CA

1mo ago

$17+/hr Full time Marketing 66 Advisor

Marketing 66 Advisor

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Job Description

Career Summary

The Financial Professional Associate position with Prudential Advisors is multi-dimensional. The entrepreneurial individual selected for this opportunity will operate within a team of Financial Professionals dedicated to helping clients reach their financial goals. The role includes participation in a comprehensive development program that supports numerous future career paths, such as becoming a solution specialist, a fee-based financial planner, or advancing into a leadership role leading a team of advisors.

Location: Sherman Oaks, CA 91403

Overall Responsibilities

Consult with clients to build needs-based solutions that align with their financial objectives by integrating investment, protection, and retirement planning strategies.

Develop a loyal client base through strategic networking, targeted marketing, and outstanding customer service.

Support existing Prudential clients through our lead generation programs.

Collaborate within a team environment to assemble the best possible solutions for clients.

Essential Career Functions

Develop and implement marketing strategies to continually engage current clients and identify potential new clients
Analyze information gathered during client meetings and formulate proposed solutions
Establish financial plans for clients as a licensed financial planner
Reach out to existing clients to keep portfolios current and aligned with individual needs and goals
Deliver educational presentations or seminars to individuals or groups on topics related to investments, retirement, or protection options
Ensure all work complies with industry regulatory standards and Prudential Advisors guidelines

Required Skills, Knowledge and Experience

Prudential Advisors, part of the Prudential Financial family, seeks individuals committed to making a meaningful impact in clients’ lives. Our comprehensive training and development program means prior experience in the financial services industry is not required, though prior exposure is advantageous.

Self-starter with an entrepreneurial mindset
Customer service champion
Engaging and persuasive communicator and negotiator
Problem solver
Life-long learner who pursues ongoing education and professional development
Critical thinker
Prior sales experience is a plus
College degree is a plus, but equivalent work and life experience will be considered
High school diploma or GED equivalent is required