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Financial Manager jobs in United States, Connecticut, Hartford
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Job title (1)
United States
Connecticut
Hartford
15 jobs found
18.09.2025
JPM
JPMorgan Business Relationship Manager I- Officer United States, Connecticut, Hartford
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Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management...
Description:
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
- Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
- Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
- Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
capabilities, and skills
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
- General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
- Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
- Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
- Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
capabilities, and skills
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
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09.09.2025
JPM
JPMorgan Branch Manager - Greater Hartford Area CT United States, Connecticut, Hartford
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Develops and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration. Oversees complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and...
Description:
As a Principal Technical Program Manager in Macro Tech/CEM, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders. Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change. With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals. Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management. In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.
Job responsibilities
- Develops and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration
- Oversees complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and addressing roadblocks
- Fosters strong relationships with stakeholders, clients, and cross-functional teams, providing direction and defining decision-making procedures for beneficial outcomes
- Guides the selection and implementation of appropriate technologies, platforms and software tools leveraging advanced technical fluency
- Champions continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies
Required qualifications, capabilities, and skills
- Extensive experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations
- Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments
- Advanced expertise in stakeholder management, establishing productive relationships, and driving beneficial outcomes aligned with firm objectives
- Proven experience as a Technical Program Manager or similar role in a technology-driven environment.
- Strong understanding of software development life cycle (SDLC) and agile methodologies.
- Excellent project management skills, with a track record of successfully managing complex technical projects. Able to manage multiple projects simultaneously and prioritize tasks effectively.
- Strong leadership and interpersonal skills, with the ability to influence and motivate cross-functional teams.
- Excellent problem-solving and analytical skills.
- Ability to manage a team of agility leads/scrum masters to deliver department roadmaps.
Preferred qualifications, capabilities, and skills
- Experience with project management tools such as JIRA, Microsoft Project.
- Knowledge of cloud technologies and platforms (e.g., AWS, Azure, Google Cloud).
- Experience in CIB Markets Tech a plus
- Bachelor's degree in Computer Science, Engineering, or a related field. Master's degree preferred.
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04.09.2025
F
Fortinet Major Account Manager Enterprise United States, Connecticut, Hartford
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Generate and manage enterprise business opportunities, overseeing the entire sales process through successful closure. Achieve quarterly sales goals, consistently delivering on targets. Develop a robust sales pipeline, diligently qualifying opportunities,...
Description:
As a key player, you will be responsible for creating and implementing strategic, cybersecurity solutions account plans, focusing on securing enterprise-wide deployments of cutting-edge Fortinet products and services. Build and nurture executive relationships, leveraging them to propel successful sales processes.
Key Responsibilities:
- Generate and manage enterprise business opportunities, overseeing the entire sales process through successful closure.
- Achieve quarterly sales goals, consistently delivering on targets.
- Develop a robust sales pipeline, diligently qualifying opportunities, and providing accurate forecasts.
Required Skills:
- 5-8 years of proven sales experience, specializing in Fortune 1000 Major Accounts.
- Minimum 3 years of successful enterprise network security product and service sales.
- Track record of achieving sales quotas and maintaining career stability.
- Proficient in closing large deals.
- Exceptional presentation skills tailored to both executives and individual contributors.
- Outstanding written and verbal communication skills.
- Self-motivated, independent thinker capable of navigating deals through the selling cycle.
- Thrive in a fast-paced, dynamic environment.
- Competitive, self-starter with a hunter mentality.
- The Major Account Manager – Enterprise is required to customarily and regularly work outside of their office or home office engaged in selling, including travel as needed to make a sale.
Education:
- Bachelor's degree or equivalent experience; graduate degree preferred.
Wage ranges are based on various factors including the labor market, job type, and job level. On target earnings for this position is expected to be $300,000 - $325,000 per year. Exact salary offers will be determined by factors such as the candidate's subject knowledge, skill level, qualifications, experience, and geographic location.
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03.09.2025
BS
Boston Scientific Associate Manager - Endoscopy Greater Hartford CT United States, Connecticut, Hartford
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Participates in the implementation of new product software, including risk management (per ISO 14971), hazard analysis, software FMEAs, security risk analysis, software design V&V. Applies software application development procedures and...
Description:
About the role:
This role will actively participate in all aspects of Design Control including systems and software. Serves as a quality representative to improve awareness, visibility, and communication on quality initiatives to support departmental, functional, site, divisional and corporate quality goals, and priorities.
Your responsibilities include:
- Participates in the implementation of new product software, including risk management (per ISO 14971), hazard analysis, software FMEAs, security risk analysis, software design V&V
- Applies software application development procedures and provides support to demonstrate compliance through technical documentation generation.
- Apply sound, systematic problem-solving methodologies in identifying, prioritizing, communicating, and resolving quality issues (i.e. software bugs).
- Work within a cross-functional team to identify and implement effective controls and support product development from concept through commercialization.
- Update and maintain software risk management tools (i.e. Hazard Analysis, FMEAs).
- Participate in Cybersecurity related discussions and assist supporting activities
- Assist in the design and development of software test methods and inspection procedures.
- Support regulatory submissions to notified bodies.
- Demonstrates a primary commitment to patient safety and product quality by maintaining compliance to the Quality Policy and all other documented quality processes and procedures.
What we’re looking for:
Required qualifications:
• Bachelor’s degree in computer science, computer engineering, or related discipline
• Minimum of 3 years of experience in design assurance, quality, new product development, or related medical device/regulated industry
• Understanding of Software Development Lifecycle (SDLC)
• Understanding of software testing and issue investigation/ resolution
• Understanding of software configuration management (version control, Microsoft office tools)
• Knowledge of analytical techniques, problem solving and process improvement
• Strong written/verbal communication skills
Preferred qualifications:
• Prior Software Design Assurance or related experience is a plus
• Medical device or other regulated industry experience
• Strong knowledge of Quality System Regulation (QSR), Risk Management standards (ISO 14971) and software standards (IEC 62304 or IEC 82304)
• Experience with Software code reviews
• Experience with Issue Tracking Tools (i.e. JIRA) and Requirements/ Test Management Tools
• Knowledge of Cybersecurity and Cloud Computing concepts
• Knowledge of Artificial Intelligence/ Machine Learning concepts
Maximum Salary: $ 132000
Compensation fornon-exempt (hourly), non-sales rolesmay also include variable compensation from time to time (e.g., any overtime and shift differential) and annual bonus target (subject to plan eligibility and other requirements).
Compensation forexempt, non-sales rolesmay also include variable compensation, i.e., annual bonus target and long-term incentives (subject to plan eligibility and other requirements).
For MA positions: It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance test requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a prohibited substance test as a requirement. The goal of the prohibited substance testing is to increase workplace safety in compliance with the applicable law.
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23.08.2025
J
Jacobs Project Manager - Healthcare Buildings United States, Connecticut, Hartford
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At Jacobs, we're challenging today to reinvent tomorrow by solving the world's most critical problems for thriving cities, resilient environments, mission critical outcomes, operational advancement, scientific discovery and cutting edge...
Description:
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13.08.2025
BOA
Bank Of America Merrill Financial Solutions Advisor - Central Shoreline CT M... United States, Connecticut, Hartford
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Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies. Communicates solutions to clients that are best suited for their...
Description:
Job Description:
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
This job is responsible for working with high-net worth clients with annual revenues of $100k-$5mm, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Provides tailored and personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies
- Communicates solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life Priority™ solutions
- Partners with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth
- Understands and accesses the full breadth of resources across the bank to benefit clients or prospects
- Develops and grows a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor
- Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds
During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will help provide you with the necessary training and guidance through a defined path to become a successful and independent financial advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role. The MFSA role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a MFSA, you typically will progress into the next stage of training. Located in a Merrill branch.
We’ll help you:
- Get training and one-on-one mentorship from managers who are invested in your success. You’ll enroll in our Academy to develop as an advisor; the potential for growth is yours!
- Build connections to grow your network and business. Starting at a Merrill branch, you’ll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients.
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
- Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
As a Merrill FSA, you can look forward to:
- A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are specialists in their field.
- Marketing strategies to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves.
- Potential Opportunities for professional growth.
- Leadership opportunities, including leading client and conference seminars
We’re a culture that:
- Is committed to building a workplace where every employee is welcomed and given the support and resources to build and advance their careers. Along with taking care of our clients, we want to be a great place for people to work, and we strive to create an environment where all employees have the opportunity to achieve their goals.
- Believes diversity makes us stronger so we can reflect, connect to and meet the diverse needs of our clients around the world.
- Provides continuous training and developmental opportunities to help employees achieve their goals, whatever their background or experience.
- Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs.
- Believes in responsible growth and is dedicated to supporting communities around the world by connecting them to the lending, investing and giving they need to remain vibrant and vital.
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Self-starter who efficiently manages time and capacity
- Sets and accomplishes goals, achieving whatever you put your mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
Desired Qualifications:
- Proven ability to partner and promote lead generation
- Experience balancing investment management, sales activities, and new client development
- Strong computer skills and the ability to multitask in a demanding environment
- Bachelor's degree, preferably in business-related field
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
Skills:
- Account Management
- Client Investments Management
- Client Management
- Client Solutions Advisory
- Relationship Building
- Advisory
- Business Development
- Fraud Management
- Pipeline Management
- Portfolio Management
- Client Experience Branding
- Issue Management
- Prospecting
- Referral Identification
- Sales Performance Management
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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05.07.2025
R
Red hat Program Manager - Tech Sales Practices United States, Connecticut, Hartford
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Execute the Productivity and Tooling strategy to ensure SA&A associates and leaders are able to efficiently execute their role. Use of Red Hat Sales Cloud, analytics tools and AI to...
Description:
About the job:
The program manager will be responsible for executing the tooling strategy and management system for the Red Hat Tech Sales Practices team. This role will align very closely to the regional and global Red Hat tech sales functions, as well as APM and Operations team. You will be responsible for leading the adoption management system: Defining metrics, target methodology, and reporting process. This includes developing reports and analyzing data sets to provide guidance to our APM and Operations team. You will be responsible for leading the strategy definition and facilitating execution around tooling to make the Tech Sales team more productive, with a focus on Red Hat Sales Cloud.. This includes preparing briefings to senior leadership, aligning stakeholders, facilitating decision-making, tracking and reporting progress, and identifying and mitigating risks. Being highly organized is a must as you will be managing multiple initiatives at a time. You’ll need to have clear written and verbal communication and documented planning skills to succeed in this role.
This position has a direct reporting structure to the Global Sr Director, Tech Sales Practices.
What you will do:
Execute the Productivity and Tooling strategy to ensure SA&A associates and leaders are able to efficiently execute their role.
Use of Red Hat Sales Cloud, analytics tools and AI to solve tech sales challenges.
Ensure the defined management system and metrics are consistently executed across all regions, focusing on product adoption
Provide data analytics and insights to leadership
Identify and execute task automation to make the tech sales more efficient
SUCCESS MEASURES AND KPIs
Increased product consumption and adoption maturity
Account Revenue Growth
What you will bring:
Analytical and process-oriented mindset; ability to mine data to make data-driven decisions
Experience with account management tooling, eg Red Hat Sales Cloud
Experience with reporting and analytics tooling, eg, Snowflake, Tableau, Smartsheet
Experience and tenacity to drive transformational change through a large, worldwide organization
Demonstrated ability to work in a distributed, multicultural organization in a global and geo matrix.
Very organized with strong project management skills; ability to implement structure (processes, frameworks) into daily functions
Comfortable managing and solving complex business problems with no clear solution
Strong communication skills, both oral and written and presentation skills
Customer service focus, including the ability to deliver multiple priority projects with high customer satisfaction in a rapidly changing environment.
The salary range for this position is $86,770.00 - $138,850.00. Actual offer will be based on your qualifications.
Pay Transparency
● Comprehensive medical, dental, and vision coverage
● Flexible Spending Account - healthcare and dependent care
● Health Savings Account - high deductible medical plan
● Retirement 401(k) with employer match
● Paid time off and holidays
● Paid parental leave plans for all new parents
● Leave benefits including disability, paid family medical leave, and paid military leave
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Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management...
Description:
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
- Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
- Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
- Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
- Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
- Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
- Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
capabilities, and skills
- Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
- General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
- Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
- Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
- Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
- Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
capabilities, and skills
- Bachelor’s degree in Finance or related field or equivalent work experience
- Strong current business network
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Find your next career move in the high tech industry with Expoint. Our platform offers a wide range of Financial Manager job opportunities in the United States, Connecticut, Hartford area, giving you access to the best companies in the field. Whether you're looking for a new challenge or a change of scenery, Expoint makes it easy to find your perfect job match. With our easy-to-use search engine, you can quickly find job opportunities in your desired location and connect with top companies. Sign up today and take the next step in your high tech career with Expoint.