Manager Sales Support (Fintech)

Location: Providence, Rhode Island, United States. Applicants must already be legally authorized to work in the United States without employer sponsorship.

Base salary: $71,250–$120,000 USD annually.

Company

Global financial services organization undergoing a customer-centric, technology-driven transformation.

What you will do

• Build relationships with clients and prospective clients, identify their needs, and explain suitable banking products and services.
• Conduct sales activities, use leads, support branch traffic, and help achieve individual and banking-center goals.
• Develop, write, edit, and distribute internal communications, including newsletters, announcements, and SharePoint content.
• Plan and execute events while maintaining awareness of the banking environment, competition, and market position.
• Process account maintenance requests, including updates and closures, while protecting customer confidentiality and following compliance procedures.
• Analyze trends and report on products and programs to support business objectives.

Requirements

• Bachelor’s degree in a related field, or equivalent experience, training, military service, or education.
• At least 5 years of experience in customer service or sales-related roles.
• Knowledge of applicable state and local laws and the consequences of not following FINRA rules.
• Excellent verbal and written communication skills, strong organization, analytical ability, and independent judgment.
• Proficiency with Microsoft Office and common office software, including the ability to use financial models.
• Ability to manage multiple priorities, work independently, and collaborate in a team environment.

Nice to have

• ChFC, CLU, or another relevant industry designation.
• Established work history or equivalent experience, training, military service, or education.

Culture & Benefits

• Competitive rewards package with benefits supporting employees, families, and well-being.
• Inclusive and accessible application process with reasonable accommodations available.
• Strong organizational risk culture with proactive responsibility for risk management.
• Frequent sitting, standing, and walking; occasional light lifting or moving may be required depending on the location.