Manager, FI Solutions

Pathward, National Association; United States; Hybrid; USD 72,000 - 120,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement benefits

Life insurance

Disability benefits

Paid time off

Job summary

Pathward, National Association is seeking a seasoned leader to manage a team of relationship managers serving financial institutions nationwide. You will develop growth strategies, coach staff, forecast opportunities, and report progress to senior leadership.

The role requires a Bachelor’s degree or equivalent, 5+ years of relevant experience, and strong negotiation and presentation skills. Salesforce, Excel, and Power BI experience are a plus. This hybrid role offers a broad benefits package.

Qualifications

• Bachelor's degree or equivalent education and work experience.
• Typically 5+ years with bachelor's or equivalent.
• Demonstrated experience and success as a people manager is required.
• Experience with Salesforce and other business tools like Excel and PowerBI are a plus.
• Experience with banks and credit unions or prepaid cards is a plus but not required.
• Excellent listening and negotiating skills.
• Ability to communicate, present and influence all levels of the organization.
• Strategic/Critical Thinking, Leadership, Presentation Skills.

Responsibilities

• Oversee and manage a team of relationship managers and support staff, including hiring, training, directing work and evaluating performance.
• Forecast future sales and retention opportunities through pipeline and analytics reporting.
• Regularly report to senior management on progress toward sales and retention goals.
• Partner with product management, Client Success, marketing and other stakeholders to improve offerings based on client feedback.
• Maintain positive client relationships and resolve issues as they arise.
• Represent Pathward at industry events to retain and attract clients and sales agents.
• Negotiate contracts in line with Legal direction and company priorities.

Skills

Relationship management

People management

Strategic sales

Negotiation

Leadership

Presentation skills

Education

Bachelor's degree

Tools

Salesforce

Excel

Power BI

Job description

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 area 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*HUMBLE*HUNGRY*SMARTapproach, 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 and accountable for developing and executing on relationship management and retention strategies while managing a team supporting Financial Institutions (banks & credit unions) nationwide. Responsible for developing key growth strategies, tactics and action plans required to achieve strategic initiatives.

What You Will Do:

• Oversee and manage a team of relationship managers and support team individual contributors, including hiring, training, assigning and directing work, establishing and managing KPI's and objectives, and evaluating performance aligned with Pathward's strategic initiatives.
• Oversee scheduling, recordkeeping, and workflow considerations of business initiatives such as seasonal campaigns, engagement surveys, and strategic planning.
• Provide coaching, support and staff development.
• Accurately forecast future sales and retention opportunities, through pipeline and analytics reporting
• Regularly report to senior management on progress toward sales and retention goals.
• On occasion, serve as a business representative at industry events, conferences, workshops, social media campaigns, trade shows and expositions to retain and attract new clients and Sales Agents.
• Negotiate contracts in line with Legal direction and in the best interest of Pathward.
• Partner with product management, Client Success, business development, marketing and relevant stakeholders to innovate and improve product offerings, technology and services based on aggregated issues, suggestions and client feedback.
• Maintain positive relationships with clients and facilitates resolutions on any issues or concerns.
• 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.
• Demonstrated experience and success as a people manager is required
• Experience with Salesforce and other business tools like Excel and PowerBI are a plus.
• Specific experience working with banks and credit unions or with prepaid cards is a plus but not required.
• Excellent listening and negotiating skills.
• Ability to communicate, present and influence all levels of the organization.
• 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

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.

Pleaseclick here to learn more about our benefits and review information about our Privacy Policy, Affinity 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 - [e-mail]

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.

We encourage you to be cautious of hiring scams that impersonate Pathward. Copyand paste the following URL into your browser to learn more: https://www.pathward.com/about-us/people-culture/careers/