Strategic Relationship Manager, Fintech Accounts
iraLogix, Inc.
iraLogix, Inc. in Charlotte, NC is looking for a Senior Relationship Manager to manage critical partnerships with financial institutions. As a leader in a collaborative team, you will develop strategic account plans, nurture executive-level relationships, and drive customer satisfaction and retention. This role requires extensive experience in the financial services sector, with a strong focus on relationship management and an understanding of IRA products. Candidates should possess excellent communication and negotiation skills and be adept with CRM tools. #J-18808-Ljbffr iraLogix, Inc.
- ...Senior Customer Success Manager - Treasury AccountsCharlotte, NCSr... ...management, communication and relationship building skills please apply... ...individual value drivers to maintain account health and identify... ...work experience in industry or fintech SaaSAccounting or finance background...SuggestedContract workWork experience placementWork at officeLocal areaFlexible hoursShift work
$140k - $185k
...responsible for:Circle is looking for a Strategic Finance Manager to help drive the financial strategy... ..., Corporate Development, Legal, Accounting, Data, and executive leadership. This... ...fast-paced, high-growth technology, fintech, crypto, payments, marketplace, or AI...SuggestedFlexible hours- ...dynamic sales professional to drive new account acquisition across the US. This role... ...on expanding market presence, building strategic partnerships, and meeting revenue... ...through proactive prospecting and effective relationship management. The work location is flexible, with...SuggestedRemote jobWorldwideFlexible hours
$180k - $230k
...ensures Affirm remains financially sound and strategically positioned for growth. Our team manages financial planning, accounting, pricing, vendor management, tax, investor... ...similar) preferred Nice to Have Familiarity with fintech, lending and payments business model...SuggestedWork at officeRemote workFlexible hours- ...Accenture's deepest client relationships and the most urgent workforce... ...Accenture's trust, reach, and account access as our foundation,... ...important organizations.You Are:A strategic, relationship-driven... ...account planning session with a Managing Director as you are...SuggestedFull timeWork experience placementLive inWork at officeLocal area
$87.4k - $140.4k
...Accenture's deepest client relationships and the most urgent workforce... ...Accenture's trust, reach, and account access as our foundation,... ...organizations. You Are: A strategic, relationship-driven... ...account planning session with a Managing Director as you are presenting...Full timeWork experience placementLive inWork at officeLocal area- ...Accenture's deepest client relationships and the most urgent workforce... ...Accenture's trust, reach, and account access as our foundation,... ...important organizations.You Are:A strategic, relationship-driven... ...account planning session with a Managing Director as you are...Full timeWork experience placementLive inWork at officeLocal area
- Contractor Growth Network in Charlotte is seeking a Client Success Manager to own the full client relationship from onboarding through the lifecycle for high-end remodeling and design-build contractors. You will set expectations, establish trust, and act as the primary...For contractors
- Healthcare Marketing Group LLC is seeking a Pharmacy Relationship Manager to grow our network by educating pharmacy staff and healthcare providers about saving up to 80% on prescriptions. You will travel to medical offices in your San Antonio area, nurture client relationships...Remote work
$5,250 per month
Corporate Treasury Manager Overview As the Corporate... .... You will provide strategic guidance to the Director... ...and maintain strong relationships with banks, financial... ...services, or fintech. Demonstrated expertise... ...s degree in Finance, Accounting, or a related field required...16 hoursFull timeTemporary workLocal area- JPMorgan Chase & Co. is seeking a Client Success Officer in Charlotte, NC. This role will act as a key liaison for Commercial & Investment Bank clients, collaborating with various teams to enhance client experiences and support growth strategies. The ideal candidate will...
- ...financial strategy at a leading fintech innovator. Drive impactful... ..., and analysis to drive strategic decision-making for the client... ...including KPI dashboards and management commentary.Lead scenario... ...explain variances, and drive accountability.Prepare and present monthly...
$129.37k - $215.68k
...of Institutional Success Management serves as a strategic leader, dedicated to an institutional... ...be focused on deepening relationships and delivering added... ..., investment solutions, fintech tools and practice... ...Please log in or create an account to apply to this position...Full timeWork from homeHome office- ...growing, and scaling Cabin's strategic Financial Services accounts from early-stage relationships into enduring, multi-year partnerships... ...plays a critical role in managing day-to-day outcomes, surfacing... ...(e.g., banking, insurance, fintech, wealth management, or capital...Full time
- ...business growth through developing strategically aligned relationships with customers Execute initiatives... ...strategy from IDN level to hospital/account level Collaborate with sales leaders... ...years of sales experience as territory manager in medical devices Successful sales...
$125 per hour
...experience within a Series B SaaS, fintech, or technology company ,... ..., and boards to drive strategic financial outcomes. Location... ...A, Controller, and offshore accounting resources. Assess... ...CFO, as needed. Enhance management reporting, KPI dashboards, and...Permanent employmentContract workInterim roleImmediate start2 days per week3 days per week- ...communities, and each other. About the role:CLA is looking to hire Accounting Consultants (Engagement Directors) for our Client Accounting... ...tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.). Design/improve accounting...Hourly payFull timeWork experience placementInterim roleFlexible hours
- Principal Financial Group is seeking a Supplier Relationship Manager in Des Moines, IA to lead a portfolio of strategic suppliers, drive alignment with business objectives, and optimize value through data-driven insights and governance meetings. You will collaborate with...
- CliftonLarsonAllen Wealth Advisors, LLC in Charlotte, NC seeks an experienced Accounting Consultant (Engagement Director) to provide interim accounting support for clients over various industries. This role offers flexibility and the opportunity to choose your engagements...Part timeInterim role
- ...is looking for an experienced Senior Manager to lead statutory accounting and financial reporting activities across... ...Principles, Inspires Others, Relationship Management, Risk Analysis/Analytics, Stakeholder Engagement, Strategic ThinkingAnticipated Posting End Date:...Full timeWork at office
- ...organization's growth on a global scale, managing the reporting requirements of regulated... ...growth stage company. A Master's degree in accounting, finance, or a similar relevant field,... ...will have a proven track record in B2B FinTech businesses, be passionate about digital...
- ...growing financial technology (FinTech) company Industry... ...The Company is in search of a strategic and hands-on Chief Financial... ...finance team, as well as to manage cash flow, capital allocation... ...lines. Strong expertise in FP&A, accounting, and financial strategy is essential...Remote work
- ...financial strategy, preparing for fundraising, managing the investor data room, and establishing... .... This role is particularly suited to a strategic leader with a hands-on approach, who is... ...in finance, with at least 2 years' in fintech, crypto, Web3, payments, or digital...
- ...models, leading financial due diligence, and providing strategic insight for decision-making. The Interim CFO will... ...Strong leadership, communication, and stakeholder management skills are a must, and experience in the fintech or banking technology industry is highly preferred...Interim role
- ...Innovative real estate crowdfunding platform Industry Investment Management Type Privately Held Founded 2010 Employees 201-... ...investing alternative investing financial technology fintech startup venture capital and private credit About...Remote workFlexible hours
- CRC Group seeks a Tax Senior Manager in Charlotte, NC to lead the organization's federal, state, and local tax strategy across multiple jurisdictions. This role heads tax returns, audits, research, and advisory services, partnering with senior leadership to assess tax implications...Local area
$65k - $90k
Mutual of America is seeking a Client Relationship Manager based in Charlotte, NC. In this hybrid role, you will focus on engaging and strengthening client relationships across the region. Responsibilities include managing group retirement plan operations and conducting...- ...and scaling operations for a rapidly growing technology company. The ideal candidate will have CFO experience in Series B SaaS or fintech, proven partner with executives, investors, and boards, and a track record of building scalable FP&A, forecasting, and reporting processes...Interim role
- ...Accounting Manager | NetSuite | Symphonix Location: On-site - Charlotte, NC Symphonix is looking... ...with remote check deposit and banking fintech tools Exposure to state taxing... ...the front - someone who wants both the strategic seat at the table and the hands-on rigor...Remote work
- ...This Leader Must Have Strategic vision for finance... ...investors in the banking and fintech sectors Led... ...allocation, tax, audit, account, and credit decision‑... ...Fiduciary Management & Business Partnership... ...and manage investor relationships Drive the budgeting...Temporary workLocal areaRelocation
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