Banking Relationship Sales
1,611 open positions
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Business Development Director, Finance and Accounting VacoSan Francisco $75k–$75k1mo Lead business development and client engagement for a staffing firm, selling accounting and financial project solutions to CFOs and senior leaders.
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Major Gifts Officer CodeorgRemote $99k–$99k1mo Build a net-new pipeline of high-net-worth and ultra-high-net-worth individual donors to fund K-12 AI+CS education for underrepresented students.
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Account Manager Senior Banque - H/F TalanRemote 1mo Define and execute sector/account strategy, develop client contact matrices, drive revenue growth, and manage the full sales cycle for financial services clients.
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Director of Executive Customer Engagement MicrosoftUnited States, New York, New York 1mo Proactively plan and manage Financial Services CVP engagement with customers and partners, aligning with organizational strategy and driving adoption of new initiatives.
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Learning & Development Sulsel & Maluku (Homebase Makassar) Cermati-ComMakassar, South Sulawesi, id 1mo Conduct training, monitor performance, and audit competency of sales promoters for financial services.
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Canvas National Account Manager FranklintempletonStamford, Connecticut, United States of America $135k–$135k1mo Support growth of large accounts in Retail, RIA, Platforms, and Aggregator channels by managing relationships and promoting the Canvas custom indexing platform.
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Lending Specialist LplfinancialTempe $63k–$63k1mo Support the Secured Credit Account (SCA) and margin product portfolio by serving as an expert resource for advisors, managing loan lifecycle inquiries, and driving product adoption.
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Director of Individual Giving NatureRemote - Florida $108k–$108k1mo Lead the individual fundraising team to develop and execute a major gift strategy, managing a portfolio of 15-30 donors and prospects to achieve annual fundraising goals.
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Client Director, Business Development CambridgeassociatesBoston, US $137k–$183k1mo Drive lead generation and pipeline building for institutional and private client investment portfolios across the US Southeast region.
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Director, Data Solutions G2Remote (US) 1mo Own the Data Solutions business end-to-end, driving revenue from institutional investors and leading product direction for verified software reviews and ratings.
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Registered Wealth Management Client Associate GhrDallas, US 1mo Provide client service support to Financial Advisors by acting as the primary point of contact for client service needs, ensuring timely and accurate delivery of materials, and promoting banking integration.
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Director, Bank Relationship Management - Midwest Fiserv7 Locations $83k–$83k1mo Lead a team of Relationship Managers to drive client retention, revenue growth, and strategic account planning for a portfolio of financial institution clients.
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Sales Specialist, Investment Banking LsegSGP-Singapore-1 Raffles Quay 1mo Drive growth and market differentiation for LSEG's Investment Banking proposition in Singapore/Pacific by acting as a subject matter specialist supporting Account Managers.
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Senior Enterprise Sales Leader ClearwateranalyticsRemote 1mo Drive revenue growth by identifying, pursuing, and closing new business opportunities with enterprise-level clients in the Alternative Investments sector.
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Financial Integrator Intern↗ FlanksBarcelona, CT, ES 1mo Own onboarding and day-to-day support for strategic clients, acting as the bridge between client needs and the engineering roadmap.
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Mid-Market Account Manager SwbcRemote Site - TX 1mo Maintain and expand relationships with mid-sized clients, driving account growth and financial profitability while providing risk management solutions.
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Manager Regional Sales FilToronto Office $127k–$127k1mo Manage regional sales teams (Business Development Associates/Managers/Representatives) to optimize territory opportunities and advance firm-wide sales initiatives.
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Finance Manager, Ever Costa Mesa EverEver So Cal $110k–$200k1mo Finance Manager responsible for presenting and closing financing, warranty, and protection products for EV buyers and sellers across remote and in-store channels.
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Channel and Customer Research Sector Lead, Financial Services AlphaSenseNew York $92k–$92k1mo Lead channel research coverage for the Financial Services sector by designing primary research frameworks and guiding analysts to generate insights on banking, insurance, and fintech distribution channels.
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CUSTOMER ADVISOR ANALYST II - ENTERPRISE PJ InterBANCO INTER 1mo Manage a portfolio of high-value corporate clients (B2B) by balancing relationship management and sales to drive revenue and growth for Inter's financial solutions.
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Associate - Listings & Ecosystem Development BitGoNew York $100k–$100k1mo Support the Ecosystem Sales team by co-owning client relationships, preparing proposals, and driving initiatives for new services targeting developers and early-stage startups.
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ADP Sales Manager Sunlife4 Locations 1mo Lead, coach, and develop a team of Insurance and/or Wealth licensed Advisors within Sun Life's Advisor Development Program to accelerate their growth and sales productivity.
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Asset Owner Business Development, Vice President StatestreetBoston, Massachusetts $110k–$110k1mo Direct sales role generating new revenue by selling State Street's technology and product offerings to Asset Owners.
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Fixed Income Division - Analyst/Associate, eFX Sales (New York) MsNew York, New York, United States of America $110k–$110k1mo Sell Morgan Stanley's electronic FX (eFX) products to institutional and corporate clients, manage relationships, and optimize client wallet share.
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Relationship Manager, Client Experience CboeLondon, United Kingdom 1mo Own a dedicated book of Data Vantage client accounts, driving retention, expansion, and long-term success across market data, index, and options risk products.
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Associate, Treasures Relationship Manager, Consumer Banking Group DbsBesant Nagar Branch (Adyar) 1mo Acquire and engage high-net-worth Treasures clients (AUM > INR 10M) to drive volume and revenue through cross-selling and up-selling of banking, investment, and insurance products.
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Manager, Major Giving East TheircRemote $67k–$67k1mo Manage distinct portfolios of high-net-worth donors and prospects for the USA Philanthropy East team, supporting cultivation, solicitation, and stewardship to generate critical revenue.
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Institutional Sales Associate BlockchainLondon 1mo Drive growth of institutional business within EMEA by managing high-value accounts and delivering a strong client experience for OTC Spot, Options, and Market Making solutions.
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Regional Coordinator - Intermediary GodirectAtlanta, GA $780k–$780k1mo Support Senior Regional Directors in the sales process to grow existing and develop new Financial Advisor clients within assigned territories.
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SFT Flow Sales Executive Director BbvaNew York $275k–$275k1mo Provide proactive coverage to North American institutional clients for Fixed Income Securities Financing Transactions (SFT), including Repos, Total Return Swaps (TRS), and Securities Lending.
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VP, Deposits Campaign Analyst, PFS UobgroupKuala Lumpur (City Area) 1mo Lead end-to-end deposit campaigns to drive customer acquisition, activation, retention, and balance growth while analyzing portfolio metrics and market trends.
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Advisor Consultant, Highland Capital Brokerage - Remote Role AdvisorgroupRemote $50k–$50k1mo Recruit and educate financial professionals (RAs, IBs, agents) on selling fixed and fixed index annuities, guiding them from sales concept to point of sale.
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Advisory Support - Global Banking↗ HSBCKA, IN 1mo Provide strategic advisory support to priority Corporate and Institutional clients, including client reviews, deal execution, portfolio analysis, and thought leadership projects.
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Business Development Director - Fund Services Iq-Eq#20-01 Manulife Tower, sg 1mo Identify, develop, and convert new business opportunities for a global fund services provider through market research, lead generation, and client relationship building.
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Snr BD/Inside Sales Manager GrvtSingapore 1mo Manage a portfolio of named accounts to drive total value locked (TVL) and gross profit through structured engagement, deep discovery, and tailored solution design.
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Client Success Manager TheapexgroupLondon 1mo Primary liaison for UK high-profile investment managers (private equity/credit) to drive measurable ESG improvements and coordinate delivery of advisory and platform services.
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Institutional Sales - Associate PinebridgeTaipei 1mo Support the Taiwan Institutional Sales team in maintaining and developing relationships with existing and prospective institutional clients.
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PVR Sales Specialist, Americas SpgiNew York, NY $71k–$71k1mo Lead new business sales for Fixed Income Pricing, Reference Data, Derivatives Data, Valuation, and Private Asset Valuation services.
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VP, Account Executive - Client Service GuidepointNew York City $100k–$100k1mo Promote subscription-based research service to business units within existing institutional clients (hedge funds, mutual funds, private equity) to drive usage growth and retention.
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Regional Vice President, Retirement - WA/OR - Bank/Wire Channel SymetraUSA $60k–$60k1mo Lead sales strategy and execution for Symetra's retirement products across the Washington and Oregon territory, focusing on new producer acquisition and market share growth.
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