Manager, FI Solutions

Pathward

Manager leading growth, sales, and retention for Financial Institutions and Corporate clients at Pathward, a financial empowerment company. Supervising teams and improving financial products and services.

Posted 8/5/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $72,000 - $120,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in developing and executing sales and relationship management strategies while effectively leading teams and managing client relationships. Proficient in forecasting sales opportunities and reporting to senior management, with a strong focus on achieving strategic initiatives.

Highest-signal resume keywords

Sales Strategy DevelopmentRelationship ManagementTeam LeadershipContract NegotiationKPI Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales StrategyRelationship ManagementKPI ManagementForecastingContract NegotiationBudget PlanningPipeline AnalyticsLead AcquisitionClient Feedback IntegrationPerformance Evaluation

Soft Skills

LeadershipExcellent ListeningPresentation SkillsStrategic ThinkingCommunication

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Financial InstitutionsCorporate ClientsClient SuccessStakeholder PartnershipIndustry EventsSocial Media CampaignsTrade ShowsWorkshopsExpositions

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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