Financial Manager jobs in United States, Pennsylvania, Philadelphia

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Job Description:

As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.

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 your position requires SAFE Act registration, you will be 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 your immediate termination.

We’ll help you

• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

• Get training and one-on-one coaching from Academy managers who are invested in your success.

• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.

• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

• Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.

• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.

• Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.

Required Qualifications:

• Aptitude in obtaining required industry licenses.
• Must be self-disciplined in managing time and capacity.
• Experience in cultivating client relationships, accessing needs and recommending solutions.
• Success creating strong peer relationships through effective communication and collaboration.
• Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
• Executes multiple tasks simultaneously.
• Learns and adapts to new technology or applications.

Desired Qualifications:

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Monday – Fridays and rotating Saturdays

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Recruit and hire new Solutions Consultants into the territory, hiring the best talent in the industry

• Responsible for training, mentoring, and reviewing employees on your team, keeping them engaged and successful in their careers

• Support field Solutions Consultant team in complex evaluations, problem-solving and challenging customer environments

• Leads and coaches team on successful technical validation efforts based on best practices to ensure technical win in assigned opportunities.

• Define, create and monitor individual development plans for your team

• Works closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions.

• Provide effective technical leadership in customer interactions to include sharing security trends and standard methodologies employed by other customers to actively be part of the selling process

• Drive Palo Alto Networks Platformization efforts within your accounts.

• Work closely with the Domain Specialist Manager to ensure optimal use of resources and align the required resources to the projects you are handling

• Act as an escalation point to collaborate with pre-sales and post-sales teams for any issues that arise

• Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive more business

• Present to customers as our expert in your area at all levels in the customer hierarchy from technician to CIO

• Discuss competitor products in the marketplace and positions ours as the best alternative

• Working with Product Management, Technical Marketing, and R&D to build requirements and product features for our large customers and provide feedback from customers

• 50-75% travel within the region

• Work with your sales counterpart (DSM) to develop a technical strategy that accelerates growth. Identify key verticals, markets, use cases, and solutions to focus on, and devise a comprehensive strategy and engagement model tailored to your region or district.

Your Experience

• Experience as a pre-sales System Engineer Manager

• Experience as a Senior System Engineer/Specialist

• Industry knowledge of security product market trends and directional awareness of our roadmap and technology development efforts, knowledge of competitor offerings and products

• Knowledge of how to deliver comprehensive security solutions to Palo Alto Networks customer base

• Experience in selling, designing, implementing or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies

• Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions

• Strong communication (written and verbal) and presentation skills

• Quota driven attitude focused on client's best solution by being a trusted advisor

• Proficient in English

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $224000 - $308000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.

Being the cybersecurity partner of choice, protecting our digital way of life.

Your Impact

• Recruit and hire new Solutions Consultants into the territory, hiring the best talent in the industry

• Responsible for training, mentoring, and reviewing employees on your team, keeping them engaged and successful in their careers

• Support field Solutions Consultant team in complex evaluations, problem-solving and challenging customer environments

• Leads and coaches team on successful technical validation efforts based on best practices to ensure technical win in assigned opportunities.

• Define, create and monitor individual development plans for your team

• Works closely with Professional Services, Customer Success and Specialist teams to ensure overall customer implementation and adoption of solutions.

• Provide effective technical leadership in customer interactions to include sharing security trends and standard methodologies employed by other customers to actively be part of the selling process

• Drive Palo Alto Networks Platformization efforts within your accounts.

• Work closely with the Domain Specialist Manager to ensure optimal use of resources and align the required resources to the projects you are handling

• Act as an escalation point to collaborate with pre-sales and post-sales teams for any issues that arise

• Build and maintain relationships with key customers to solidify reference accounts and to assist the account teams with defining plans to drive more business

• Present to customers as our expert in your area at all levels in the customer hierarchy from technician to CIO

• Discuss competitor products in the marketplace and positions ours as the best alternative

• Working with Product Management, Technical Marketing, and R&D to build requirements and product features for our large customers and provide feedback from customers

• 50-75% travel within the region

• Work with your sales counterpart (DSM) to develop a technical strategy that accelerates growth. Identify key verticals, markets, use cases, and solutions to focus on, and devise a comprehensive strategy and engagement model tailored to your region or district.

Your Experience

• Experience as a pre-sales System Engineer Manager

• Experience as a Senior System Engineer/Specialist

• Industry knowledge of security product market trends and directional awareness of our roadmap and technology development efforts, knowledge of competitor offerings and products

• Knowledge of how to deliver comprehensive security solutions to Palo Alto Networks customer base

• Experience in selling, designing, implementing or managing one or more of the following solutions: Network Security, SASE, SaaS, CNAPP and/or SOC Transformation Technologies

• Partnering with Customer Support functions to ensure successful implementation and adoption of sold solutions

• Strong communication (written and verbal) and presentation skills

• Quota driven attitude focused on client's best solution by being a trusted advisor

• Proficient in English

Compensation Disclosure

The compensation offered for this position will depend on qualifications, experience, and work location. For candidates who receive an offer at the posted level, the starting base salary (for non-sales roles) or base salary + commission target (for sales/commissioned roles) is expected to be between $224000 - $308000/YR. The offered compensation may also include restricted stock units and a bonus. A description of our employee benefits may be found .

All your information will be kept confidential according to EEO guidelines.