Pathward Logo

Pathward

Manager, FI Solutions

Posted 3 Days Ago
Be an Early Applicant
Remote
Hiring Remotely in USA
72K-120K Annually
Senior level
Remote
Hiring Remotely in USA
72K-120K Annually
Senior level
Lead a line of business serving financial institutions and corporate clients by developing and executing sales, relationship management, and retention strategies. Manage and coach a team of sales and relationship professionals, forecast pipeline and sales, report to senior management, negotiate contracts, partner with stakeholders to improve products and services, represent the company at industry events, and participate in budgeting and financial reviews.
The summary above was generated by AI

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD,  Scottsdale, AZ,  Louisville, KY,  Troy, MI,  Franklin, TN,  Easton, PA.

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all.  We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success.  We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. 

About the Role:

Responsible and accountable for developing and executing on relationship management and retention strategies while managing a team supporting Financial Institutions (banks & credit unions) nationwide. Responsible for developing key growth strategies, tactics and action plans required to achieve strategic initiatives.

What You Will Do:

  • Oversee and manage a team of relationship managers and support team individual contributors, including hiring, training, assigning and directing work, establishing and managing KPI’s and objectives, and evaluating performance aligned with Pathward’s strategic initiatives.
  • Oversee scheduling, recordkeeping, and workflow considerations of business initiatives such as seasonal campaigns, engagement surveys, and strategic planning.
  • Provide coaching, support and staff development.
  • Accurately forecast future sales and retention opportunities, through pipeline and analytics reporting
  • Regularly report to senior management on progress toward sales and retention goals.
  • On occasion, serve as a business representative at industry events, conferences, workshops, social media campaigns, trade shows and expositions to retain and attract new clients and Sales Agents.
  • Negotiate contracts in line with Legal direction and in the best interest of Pathward.
  • Partner with product management, Client Success, business development, marketing and relevant stakeholders to innovate and improve product offerings, technology and services based on aggregated issues, suggestions and client feedback.
  • Maintain positive relationships with clients and facilitates resolutions on any issues or concerns.
  • Other duties as assigned.

What You Will Need:

  • Bachelor's degree or equivalent education and work experience.
  • Typically 5+ years with bachelor's or equivalent.
  • Demonstrated experience and success as a people manager is required
  • Experience with Salesforce and other business tools like Excel and PowerBI are a plus.
  • Specific experience working with banks and credit unions or with prepaid cards is a plus but not required.
  • Excellent listening and negotiating skills.
  • Ability to communicate, present and influence all levels of the organization.
  • Strategic/Critical Thinking
  • Leadership
  • Presentation Skills

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $72,000 – $120,000

 
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k)
retirement benefits, life insurance, disability benefits, paid time off, and more.

#LI-Remote


Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are: 

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. 

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – [email protected]

Please click here to view Pathward's Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

Candidate Scam Warning

We encourage you to be cautious of hiring scams that impersonate Pathward. Copy and paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/

Pathward Newport Beach, California, USA Office

1301 Dove Street, Suite 1000, Newport Beach, United States, 92660

Similar Jobs

8 Minutes Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound insurance sales calls and warm leads, consult customers on coverage needs, convert leads into policyholders, complete paid licensing and training, work specified shifts remotely while meeting work-at-home technical and workspace requirements.
Top Skills: PcWired High-Speed Internet (100 Mbps Down/20 Mbps Up)
11 Minutes Ago
Remote or Hybrid
San Tan Mobile Village, AZ, USA
16-25 Hourly
Junior
16-25 Hourly
Junior
eCommerce • Fashion • Retail • Sales • Wearables • Design
Lead Supervisor responsible for floor leadership to achieve sales targets, deliver exceptional customer experiences, implement company initiatives, coach and develop staff, analyze sales trends, support recruiting and training, enforce policies and store operations, and provide HR/conflict resolution support in absence of senior leadership.
2 Hours Ago
Remote or Hybrid
44K-85K Annually
Junior
44K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handle inbound/warm insurance sales leads, consult customers on Property & Casualty coverage, convert leads to policyholders, complete paid licensing and training, work assigned shifts in a remote home-office with provided equipment, and meet sales goals while maintaining strong customer service and integrity.

What you need to know about the Los Angeles Tech Scene

Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.

Key Facts About Los Angeles Tech

  • Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
  • Key Industries: Artificial intelligence, adtech, media, software, game development
  • Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
  • Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account