Manager, FI Solutions

We are a hybrid, remote-office company with onsite locations in Sioux Falls, SD; Scottsdale, AZ; Louisville, KY; Troy, MI; Franklin, TN; and 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 by removing barriers that traditional institutions put in the way of financial access and promoting economic mobility through responsible, secure, high-quality financial products.

About the Role

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

Responsibilities

• Develop and execute sales, relationship management, and retention strategies to deliver growth in accordance with Pathward’s strategic and financial goals.
• Oversee and manage a team of sales and relationship individual contributors, including establishing and managing KPIs 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.
• Supervise a team of relationship and support professionals, including hiring, training, assigning and directing work, establishing goals, evaluating performance, and resolving employee-related issues.
• Oversee scheduling, recordkeeping, and workflow considerations for business initiatives such as seasonal campaigns, engagement surveys, and strategic planning.
• Maintain positive relationships with clients and facilitate resolutions on any issues or concerns.
• Other duties as assigned.

Requirements

• Bachelor’s degree or equivalent education and work experience.
• Typically 5+ years of relevant experience with a bachelor’s degree or equivalent.
• Excellent listening and negotiating skills.
• Ability to communicate, present, and influence all levels of the organization, including executive and C-level.
• Strategic and critical thinking.
• Leadership and presentation skills.

Pay

Salary range: $72,000 – $120,000. The range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by factors including but not limited to a candidate’s experience, qualifications, skills, and location. This role is also eligible for an annual performance-based incentive opportunity.

Benefits

Pathward offers a comprehensive benefits package for eligible employees, including:

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off