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Financial Manager jobs in United States, South Carolina, Greenville
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Job title (1)
United States
South Carolina
Greenville
20 jobs found
19.11.2025
BOA
Bank Of America Business Banking Relationship Manager/Senior United States, South Carolina, Greenville
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Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
Description:
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs
Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
Coaches and mentors peers, while utilizing leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Required Qualifications:
5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
Management of an extensive portfolio of clients with annual revenues of$20-$50 million
Proven track record of sales, prospecting new business and enhancing existing relationships
Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
Desired Qualifications:
Bachelor’s degree in Business, Finance, or Economics (or equivalent relevant work experience)
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
Business Development
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Account Management
Financial Analysis
Leadership Development
Loan Structuring
Referral Identification
Credit Documentation Requirements
Pipeline Management
Referral Management
Regulatory Compliance
Risk Management
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19.11.2025
PA
Palo Alto Distribution Business Manager United States, South Carolina, Greenville
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Provide necessary data and reports to distributors to set plan targets and KPIs. Responsible for scheduling, preparing, and leading recurring Business Review meetings (QBRs) at least three times per year...
Description:
Being the cybersecurity partner of choice, protecting our digital way of life.
Your Impact
Provide necessary data and reports to distributors to set plan targets and KPIs
Responsible for scheduling, preparing, and leading recurring Business Review meetings (QBRs) at least three times per year with cross-functional audience Sales Management, Marketing, Services, Channel SE team, and optional attendees from Regional, Theatre, and WW management including executive QBRs
Meet with Distributors to update the annual business plan with the previous quarter’s results and set targets, objectives, and activities for a new quarter and frequently convene to assess ongoing trajectory of the business and adjust activities as needed to drive better results
Responsible for establishing senior executive relationships and leveraging your rapport with distributors’ executives to influence investments in and positive outcomes for Palo Alto Networks.
Lead monthly updates with the distributor(s) to cover relevant new company information or content provided in the previous month. Ensure company content, programs, and update proper “land” within the distributor and share calls-to-action for distributors with said updates
Increase the distributor’s quoting utilization. Provide adequate training. Monitor and share quoting utilization statistics with distributors monthly.
Responsible for semi-annual NextWave Program Compliance efforts for Distribution Managed Partners, including working with the distributor(s) on plans to address gaps in Partner requirements and to make the decision on up-leveling, downgrading, or off-boarding these Partners
Work closely with the Renewals team and distributors to improve renewals process efficiency and to improve key Renewal business KPIs
Building and monitoring plans with distributors to drive attendance to important Palo Alto Networks global, regional, and local events
Give face-to-face presentations to distributors at the start of each quarter for product updates, business opportunities, best practices from other distributors in other regions
Facilitating cadence of “Peering” between local management teams
Facilitating local Sales team engagement with Distribution
Each distributor is invited to make a presentation to PANW Sales organization during a weekly Sales meeting at least 1 time per quarter
Handle (solve or escalate) all escalations related to day-to-day order processing and Distributor Credit situations
Be onsite (when able) at a local distributor at each end of month / EOQ and participate actively in the “War Room” virtual environment at EOM/EOQ to ensure flawless execution of all Commit orders
Ensure distributors are proactively reviewing their pipeline to ready their systems and account for processing orders with available credit and no minor mistakes
Manage the Distribution Rebates by setting targets and defining MBOs; provide regular Rebate updates – this should include QTD against target funnel and in Quarter pipeline report
Manage all processes and documentation related to Distribution Development Funds (DDF)
Manage all processes and documentation related to Distribution Co-Funded Heads
Manage open Pipeline weekly. Use Clari to understand which deals are coming in each week/month/quarter and work proactively with distributors to ensure all orders are closed and processed by their committed Close Date
Lead weekly forecast call with each local distributor to review weekly/monthly/quarterly
Work with distributors and Marketing Manager to have all Marketing plans and Distribution Development Plans (DDF) submitted as per the timeline and process
Work with Distributors on marketing plans that drive net-new account acquisition and install base expansion
Attend local sales and marketing events hosted by Distributors and Distribution Managed Partners
Work with Distributors and Channel/Product Market to develop, land, and monitor Channel Sales incentives and promotions for Distributors and Distribution Managed Partners
Coordinate efforts and drive alignment between Distributors and PANW Inside Sales Team; proactively schedule sales activities onsite between Inside Sales and Distributors
Regularly share important SFDC reports with Distributors
Your Experience
5 – 7 years of distribution or channel management experience
2 – 3 years of channel sales management experience in vendor environments,
2 – 3 years of Program Management or BU Management or close work in channel programs
Working knowledge and experience selling technology solutions
Proven experience influencing senior-level partner executives
Ability to develop complex partner and territory plans and strategies
Skilled in developing business plans, contributing to strategic plans, and devising reporting to track business Key Performance Indicators (KPI) and return on investments (ROI)
Strong presentation skills and the ability to describe market transitions
Proven ability to communicate effectively and professionally (verbal and written) with customers and interface with a variety of organizations. - Clear and concise
Strong leadership skills with the ability to develop and manage virtual sales teams
Strong time management, organizational, and negotiation skills
Professional IT Sales and business development experience
Strong public speaking skills
[Input by recruiter and audited by recruiting specialist]
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 $0 - $0/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.
This role may require travel to and from Palo Alto Networks, Inc. business meetings and events and requires reliable transportation to do so. If a hire chooses to drive in connection with company business, the hire for this role must maintain a valid driver’s license.
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18.11.2025
BOA
Bank Of America Market Financial Center Manager - Upstate SC United States, South Carolina, Greenville
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1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team. Demonstrated ability to influence and collaborate with others...
Description:
Job Description:
Job Description:
This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource. Key responsibilities include managing as a business owner, fostering a team environment, and instilling an effective client-centric and risk culture. Job expectations include driving operational excellence, ensuring that all aspects of the financial center run effectively and cohesively.
Responsibilities:
• Operates as a back up financial center leader within a market
• Manages client traffic, engaging and appropriately routing clients, and fostering client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiative prescribed by market leaders
• Drives operational excellence
Required Qualifications:
- 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a diverse work team
- Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
- Proven customer service skills and the ability to resolve problems independently or escalate as needed to promote customer satisfaction
- Strong financial and business acumen including experience in leading managers and interpreting financial reports to drive profitability
- Proven record of balancing risk and making sound decisions while achieving business goals
- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships and demonstrate a commitment to providing personalized service
- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
- Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
- Proficiency in computer skills and professional programs (for example, Microsoft Office)
- Availability to work weekends and/or extended hours as required to run the business
- Must be able to travel to any financial center within the defined market
Desired Qualifications:
- 1+ years of management experience including hiring, coaching and developing direct reports
- Experience in the following industries: Consumer banking/financial services, mortgage, retail and/or hospitality
- Bachelor’s Degree in related field
- Bilingual (fluent verbal and written)
• Customer Service Management
• Performance Management
• Coaching
• Customer and Client Focus
• Talent Development
• Risk Management
• Sales Performance Management
• Business Operations Management
• Recruiting
• Result Orientation
• Referral Management
• Leadership Development
• Inclusive Leadership
• Prioritization
• Problem Solving
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)Show more
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15.09.2025
BOA
Bank Of America Business Banking Senior Relationship Manager- Greenville United States, South Carolina, Greenville
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Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
Description:
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
- Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs
- Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
- Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
- Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
- Coaches and mentors peers, while utilizing leadership skills
- Adapts to changes in sales practices and broader market and industry conditions as needed
Skills:
- Business Development
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Account Management
- Financial Analysis
- Leadership Development
- Loan Structuring
- Referral Identification
- Credit Documentation Requirements
- Pipeline Management
- Referral Management
- Regulatory Compliance
- Risk Management
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)Show more
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09.09.2025
BOA
Bank Of America Business Banking Relationship Manager- Columbia/Greenville United States, South Carolina, Greenville
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Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk. Identifies and refers specialized small business opportunities and solutions to clients while conducting...
Description:
Responsibilities:
- Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk
- Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews
- Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time
- Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities
- Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals
- Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment
- Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture
Skills:
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Customer and Client Focus
- Pipeline Management
- Credit Documentation Requirements
- Financial Analysis
- Oral Communications
- Prioritization
- Written Communications
- Coaching
- Interpret Relevant Laws, Rules, and Regulations
- Prospecting
- Risk Management
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09.09.2025
BOA
Bank Of America Relationship Banker - Haywood Road Financial Center United States, South Carolina, Greenville
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Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done,...
Description:
Job Description:
Job Description:
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
Required Qualifications:
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for new and existing clients based on their needs
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Focuses on results while acting in the best interest of the client
- Can be flexible to work weekends and/or extended hours as needed
Desired Qualifications:
- Experience in financial services and knowledge of financial services industry, products and solutions
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
- Six months of cash handling experience
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• 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
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)Show more
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03.09.2025
J
Jacobs Senior Subcontracts Manager United States, South Carolina, Greenville
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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:
Show more
These jobs might be a good fit
Share
Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs. Acquires, deepens,...
Description:
This job is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the bank's products and services in order to identify cross-selling opportunities and increase overall client satisfaction.
Responsibilities:
Manages an extensive portfolio of complex clients and prospects with annual revenues of $20-50 million and helps companies save, borrow, and invest for their current and future needs
Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends
Collaborates with local market stakeholders and teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services in order to design and deliver financial solutions to clients and prospects
Leads and facilitates dialogue with a variety of complex clients and prospects regarding topics such as the client and prospect industry, alternative capital structures, and general business issues
Coaches and mentors peers, while utilizing leadership skills
Adapts to changes in sales practices and broader market and industry conditions as needed
Required Qualifications:
5+ years experience in commercial lending, business development, commercial credit and portfolio management in business banking or middle market sector
Management of an extensive portfolio of clients with annual revenues of$20-$50 million
Proven track record of sales, prospecting new business and enhancing existing relationships
Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
Desired Qualifications:
Bachelor’s degree in Business, Finance, or Economics (or equivalent relevant work experience)
Minimum Education Requirement:
High School Diploma / GED / Secondary School or equivalent
Skills:
Business Development
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Account Management
Financial Analysis
Leadership Development
Loan Structuring
Referral Identification
Credit Documentation Requirements
Pipeline Management
Referral Management
Regulatory Compliance
Risk Management
Show more
These jobs might be a good fit
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, South Carolina, Greenville 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.