28 solution sales executive financial services jobs found

Apex Systems, Inc. Job#: 3027082 Job Description: Cloud Solution Architect - Dynamics 365 Finance & Operations / Supply Chain Location: Remote (U.S.) Experience Level: Senior (10-15 years) Focus: Dynamics 365 F&O * Supply Chain * Dynamics AX 2012 Role Type: Functional Architecture / Customer Advisory About the Role We are hiring a seasoned Cloud Solution Architect (CSA) with deep expertise in Dynamics 365 Finance & Operations and Dynamics AX 2012 . This is a highly functional, customerfacing role where you will guide enterprise organizations through solution design, deployment, optimization, and successful adoption of Dynamics 365 ERP. Key Responsibilities Act as the Voice of the Customer , providing insights, feedback, and solution direction to stakeholders. Serve as a trusted advisor by identifying business challenges and translating them into scalable, outcomedriven Dynamics 365 solutions. Build strong relationships with...

Creative Circle Product Operations Lead Position Overview Our client is a well-established consumer financial services company undergoing a large-scale digital and product transformation. They are building new ways of working across Product, Design, Engineering, and Go-to-Market teams and are hiring a Product Operations Lead to help scale product excellence and measurable impact across the organization. This is a hybrid opportunity, onsite Tuesday, Wednesday, and Thursday in New York, NY, Wilmington, DE, Baltimore, MD, or Dallas/Irving, TX. The Product Operations Lead will focus on building the systems, partnerships, and visibility that enable teams to consistently deliver high-quality product outcomes that drive customer retention and growth. This role is highly hands-on and fluid-one day focused on documentation and workflows, another on training and enablement, and another on experimenting with GenAI tools to redefine how Product, Design, and Engineering operate in an...

Creative Circle Associate Director, Digital Product Manager - Insurance (Optional Products) Position Overview Our client is a well-established consumer financial services company undergoing a significant digital transformation. They are expanding their Digital Product organization to build connected, customer-centric experiences across lending, credit, insurance, and financial wellness. The Associate Director, Digital Product Manager is a senior individual contributor role within the Digital Product Team, responsible for defining and driving the digital strategy for the organization's optional insurance products. This role does not manage a team and does not have a dedicated scrum team; instead, it requires a highly experienced product leader who can work across domains and teams, scope new initiatives, and influence delivery through strong product thinking and stakeholder alignment. This role owns the end-to-end digital insurance experience across web and mobile, with a...

Carter's, Inc. If you are a CURRENT Carter's employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally. Love what you do. Carter's Careers. As an Assistant Store Manager, you will be the first face of the brand for growing families. You'll congratulate new parents and grandparents, introduce them to our new baby essentials, help prep them for the first day of school, and all the big and little moments on their parenting journey. We're looking for a leader who fosters a welcoming and inclusive environment, values and optimizes skills and talents, and continually educates themselves and others on product styles, features, and benefits. What we love about Carter's: Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop, and Little Planet brands. Carter's is the #1 most-purchased children's clothing brand.* We've become...

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

New York Life Insurance Company Location Designation: Fully Onsite Role Overview: As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity. What You'll Do: Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office...

Capital One Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business products and services. The VBB II will be expected to build relationships which in turn may lead to sourcing additional products and services through outbound phone activities. The VBB II should have an understanding of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and Director portfolios....

Capital One Virtual Business Banker II The Virtual Business Banker II (VBB II) is responsible for daily operations, execution and support of inbound/outbound phone-based retention and sales effort occurring within a phone based environment. VBB II will focus attention on proactively retaining and deepening an existing portfolio of complex and high net worth small business owner relationships through retaining and cross selling additional business products and services. The VBB II will be expected to build relationships which in turn may lead to sourcing additional products and services through outbound phone activities. The VBB II should have an understanding of the complex business cash flow cycle and apply advanced business credit sales skills to the client interaction using an existing multi touch client contact strategy and sales process. These customers are typically Business Banker customers including complex Business Banker Manager, Sr. Manager and Director portfolios....

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

Workday Your work days are brighter here. We're obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we're shaping the future of work so teams can reach their potential and focus on what matters most. The minute you join, you'll feel it. Not just in the products we build, but in how we show up for each other. Our culture is rooted in integrity, empathy, and shared enthusiasm. We're in this together, tackling big challenges with bold ideas and genuine care. We look for curious minds and courageous collaborators who bring sun-drenched optimism and drive. Whether you're building smarter solutions, supporting customers, or creating a space where everyone belongs, you'll do meaningful work with Workmates who've got your back. In return, we'll give you the trust to take risks, the tools to grow, the skills to develop and the support of a company...

Fidelity Investments Job Description: Job Title: Director, Sales Product Consultant - HSA/RA Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Benefit Accounts in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of a Sales Product Consultant (SPC), you will work closely with HSA and RA Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Benefit Account clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, follow ups and proposal development through final delivery meetings and contract handoff....

Fidelity Investments Job Description: Job Title: Director, Health and Welfare Sales Product Consultant Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Welfare administration in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of an H&W Sales Product Consultant (SPC), you will work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Welfare clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Solution Consultant, Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM), delivers functional consulting services for assigned modules and business processes from discoverythrough golive andpost golive support. This role gathers and documents business requirements, performs fit-gap analysis, configures the solution, supports testing, develops training materials, and provides client support in alignment with the approved solution design and project scope. The Solution Consultant works closely with clients, internal teams, and third-party vendors to deliver high quality implementation outcomes, manage day-to-day client interactions within assigned scope, and support successful project execution. This is a client-facing consulting role that requires dependable execution, sound judgment on common issues, strong customer engagement, and the ability to work effectively both independently and as...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Solution Consultant, Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM), delivers functional consulting services for assigned modules and business processes from discoverythrough golive andpost golive support. This role gathers and documents business requirements, performs fit-gap analysis, configures the solution, supports testing, develops training materials, and provides client support in alignment with the approved solution design and project scope. The Solution Consultant works closely with clients, internal teams, and third-party vendors to deliver high quality implementation outcomes, manage day-to-day client interactions within assigned scope, and support successful project execution. This is a client-facing consulting role that requires dependable execution, sound judgment on common issues, strong customer engagement, and the ability to work effectively both independently and as...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Senior Solution Consultant, Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM), leads functional workstreams from discoverythrough golive andpost golive support. This role translates business needs into fit for purpose configuration, functional design, documentation, testing, and training that align to the approved solution design. The Senior Solution Consultant serves as a trusted advisor to client stakeholders within assigned functional areas, partners closely with the Solution Architect, Program Manager, and technical team members, and mentors Solution Consultants through successful delivery. The role is expected to deliver exceptional client service, take ownership of outcomes, and escalatecross-workstreamdesign decisions with clear options and recommendations. Responsibilities: ESSENTIAL FUNCTIONS: Functional Workstream Ownership Leadrequirementsworkshops, process...

AIT - Arctic Information Technology, Inc Overview: JOB SUMMARY: The Senior Solution Consultant, Microsoft Dynamics 365 Finance and Supply Chain Management (F&SCM), leads functional workstreams from discoverythrough golive andpost golive support. This role translates business needs into fit for purpose configuration, functional design, documentation, testing, and training that align to the approved solution design. The Senior Solution Consultant serves as a trusted advisor to client stakeholders within assigned functional areas, partners closely with the Solution Architect, Program Manager, and technical team members, and mentors Solution Consultants through successful delivery. The role is expected to deliver exceptional client service, take ownership of outcomes, and escalatecross-workstreamdesign decisions with clear options and recommendations. Responsibilities: ESSENTIAL FUNCTIONS: Functional Workstream Ownership Leadrequirementsworkshops, process...

FactSet Research Systems Inc. FactSet creates flexible, open data and software solutions for over 200,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions. At FactSet, our values are the foundation of everything we do. They express how we act and operate, serve as a compass in our decision-making, and play a big role in how we treat each other, our clients, and our communities. We believe that the best ideas can come from anyone, anywhere, at any time, and that curiosity is the key to anticipating our clients' needs and exceeding their expectations. The Principal Product Manager - Performance Solutions Delivery Architecture is responsible for discovery, strategy, success metrics, planning, launch, and optimization of the client solutioning process from their legacy Performance Solution to FactSet Performance Solution (FPS). These legacy Performance Solutions include many market...

Five9 Join us in bringing joy to customer experience. Five9 is a leading provider of cloud contact center software, bringing the power of cloud innovation to customers worldwide. Living our values everyday results in our team-first culture and enables us to innovate, grow, and thrive while enjoying the journey together. We celebrate diversity and foster an inclusive environment, empowering our employees to be their authentic selves. Five9 is seeking a highly strategic Director, Employment and Litigation Counsel to partner with the People team as lead advisor on global employment and risk-related matters, as well as manage Five9's litigation and disputes and identify, assess and mitigate potential risks. Reporting directly to Five9's SVP, Legal, this role combines corporate strategy, corporate development, PMO leadership, and Chief of Staff responsibilities. The ideal candidate will be responsible for providing expert legal advice and representation in various global...

Guild Mortgage Guild Mortgage Company , closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer Assistant plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. This role performs the Lead to Contract duties. Essential Functions Lead to Contract duties: Acting as a primary point of contact for the customer contact for licensed activity, for the loan officer. Assist originator in appointment setting with prospective and new applicants. Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment. Set...