Manager, FI Solutions

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  HUMBLEHUNGRY*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 for managing a line of business serving and supporting Financial Institutions and Corporate clients. Responsible for developing key growth strategies, tactics and action plans required to achieve strategic initiatives.

What You Will Do:

Responsible and accountable for development and executing sales, relationship management, & retention strategies to deliver growth in accordance with Pathward Managed strategic and financial goals.

Oversee and manage a team of sales & relationship individual contributors, including establishing and managing KPI’s and objectives aligned with Pathward’s strategic initiatives.

Accurately forecast future sales and retention opportunities, through pipeline and analytics reporting

Regularly report to senior management on progress toward sales and retention goals.

Serve as a business representative at major industry events, conferences, workshops, social media campaigns, trade shows and expositions to retain and attract new clients and Sales Agents.

Develop and execute lead acquisition and Sales Agent strategies in partnership with the Marketing department.

Negotiate contracts in line with Legal direction and in the best interest of Pathward.

Actively participate in annual budget planning and monthly financial reviews.

Partner with product management, Client Success, marketing and relevant stakeholders to innovate and improve product offerings, technology and services based on aggregated issues, suggestions and client feedback.

Provide coaching, support and staff development.

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.

Supervise team of relationship and support professionals including hiring, training, assigning and directing work, establishing goals, evaluating performance, and resolving employee-related issues.

Responsible and accountable for development and executing sales, relationship management, & retention strategies to deliver growth in accordance with Pathward's strategic and financial goals.

Oversee scheduling, recordkeeping, and workflow considerations of business initiatives such as seasonal campaigns, engagement surveys, and strategic planning.

Regularly report to senior management on progress toward sales and retention goals.

Serve as a business representative at major industry events, conferences, workshops, social media campaigns, trade shows and expositions to retain and attract new clients and Sales Agents.

Maintain positive relationships with clients and facilitates resolutions on any issues or concerns.

Negotiate contracts in line with Legal direction and in the best interest of Pathward.

Partner with stakeholders to innovate and improve solutions, technology and services based on aggregated issues, suggestions and client feedback.

Provide coaching, support and staff development.

Other duties as assigned.

Excellent listening and negotiating skills.

Ability to communicate, present and influence all levels of the organization including executive and C-level.

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 – careers@pathward.com

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.

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