Manager, FI Solutions

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Pathward

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.

📋 Description

• Manage a line of business serving and supporting Financial Institutions and Corporate clients • Develop key growth strategies, tactics, and action plans to achieve strategic initiatives • Develop and execute sales, relationship management, and retention strategies aligned with strategic and financial goals • Oversee and manage a team of sales and relationship individual contributors • Establish and manage KPIs and objectives aligned with strategic initiatives • Forecast future sales and retention opportunities using pipeline and analytics reporting • Report regularly to senior management on sales and retention progress • Represent the business at industry events, conferences, workshops, social media campaigns, trade shows, and expositions • Develop and execute lead acquisition and Sales Agent strategies with Marketing • Negotiate contracts in line with Legal direction and Pathward’s interests • Participate in annual budget planning and monthly financial reviews • Partner with product management, Client Success, Marketing, and stakeholders to improve product offerings, technology, and services • Provide coaching, support, and staff development • Perform other duties as assigned

🎯 Requirements

• Bachelor’s degree or equivalent education and work experience • Typically 5+ years with bachelor’s degree or equivalent • Experience supervising relationship and support professionals, including hiring, training, assigning and directing work, setting goals, evaluating performance, and resolving employee issues • Experience developing and executing sales, relationship management, and retention strategies • Experience overseeing scheduling, recordkeeping, and workflow for business initiatives • Experience reporting to senior management on sales and retention goals • Experience representing a business at industry events, conferences, workshops, social media campaigns, trade shows, and expositions • Experience maintaining positive client relationships and facilitating issue resolution • Experience negotiating contracts in line with Legal direction • Experience partnering with stakeholders to improve solutions, technology, and services using client feedback • Excellent listening and negotiating skills • Ability to communicate, present, and influence all organizational levels, including executive and C-level • Strategic/critical thinking • Leadership • Presentation skills

🏖️ Benefits

• Annual performance-based incentive opportunity • Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off • Comprehensive benefits package for eligible employees