Source Job

US

  • Develop and manage day-to-day client relationships, ensuring their financial needs and goals are understood and met.
  • Facilitate the onboarding of new clients and ensure smooth transitions.
  • Attend annual review meetings with financial advisers and lead quarterly check-ins with clients.

Sales Client Relationship Management Communication Finance Business Development

20 jobs similar to Financial Services BDM – USA

Jobs ranked by similarity.

US

  • Genuinely excited about technology, continuous learning, and shaping modern engineering practices.
  • Strong interest in Python development, search technologies, B2B services, and AWS-based serverless architectures.
  • Passionate about finding simple, efficient solutions to complex software challenges within a collaborative team culture.

NBCUniversal is a leading media and entertainment company creating world-class content across film, television, and streaming. As a subsidiary of Comcast Corporation, they own and operate major entertainment and news brands and have renowned theme parks and attractions.

CISO

ButterflyMX
US 5w PTO

  • Lead and scale a small, talented security team.
  • Shape our security strategy, implementing practical controls.
  • Partner with Engineering, Product, and Infrastructure leaders.

ButterflyMX empowers people to open and manage doors & gates from a smartphone. As a distributed, primarily remote workforce, they're looking for more intelligent, passionate, collaborative, ai-forward, and down-to-earth individuals to join their growing team.

Kenya

  • Translate high-fidelity Figma designs into pixel-perfect, responsive Shopify themes.
  • Build and maintain custom Shopify apps and scripts.
  • Collaborate with cross-functional teams to deliver impactful website features.

Jobgether helps match candidates with companies using AI. They ensure applications are reviewed quickly, objectively, and fairly.

Europe

  • Drive growth across channel formats, focusing on scaling emerging channels.
  • Drive enablement and activation across publishers within StackAdapt’s deals library.
  • Prioritise programmatic trends to identify opportunities to execute local strategies.

StackAdapt is a technology company empowering marketers to reach and engage audiences. They have a diverse and inclusive team of collaborative individuals.

$1,800–$1,800/mo
Global

  • Edit High-Impact Video Content: Own the editing process across educational, marketing, and short-form + long-form content, delivering consistently strong output with minimal oversight.
  • Motion Graphics & Visual Storytelling: Create and enhance edits using high-quality motion graphics, kinetic typography, animated assets, and polished transitions that elevate retention and brand feel.
  • Maintain Brand & Quality Standards: Follow templates, guidelines, and systems - while also improving them where needed to keep output clean, consistent, and premium.

MyEdSpace is an education technology platform that connects teachers with students, regardless of location or means, aiming to make world-class education accessible to all. They are backed by $15m in Series A funding and are ready to scale.

US Unlimited PTO

  • Own adoption and success for a portfolio of Fieldguide audit customers, with accountability for usage, outcomes, and long-term retention.
  • Drive deep platform adoption across audit teams by actively working inside the product to configure workflows, templates, and engagement structures.
  • Translate audit standards, firm methodologies, and best practices into scalable, repeatable Fieldguide workflows

Fieldguide is automating and streamlining the work of assurance and audit practitioners. They are based in San Francisco, CA, but built as a remote-first company with an inclusive, driven, humble and supportive team.

$155,000–$175,000/yr
US Unlimited PTO

  • Apply strategic thinking to design user experiences across web and mobile, optimizing user needs and business goals.
  • Translate complex concepts into simple designs, delivering user experience visions and prototypes.
  • Design and maintain components with accessibility, advocating for design system adoption and process innovation.

Summer is a Certified B Corp® with a mission to restore financial freedom for Americans burdened by student debt. We combine policy expertise with technology to simplify college cost planning and loan repayment, partnering with employers, cities, and financial institutions.

$100,000–$200,000/yr
US

  • Gain a deep understanding of the higher education procurement process.
  • Operate as the CEO of your territory, working with the Head of Sales.
  • Build long-lasting, trusted relationships with prospects.

Civitas Learning partners with higher education institutions committed to improving student success. They offer data science tools and aim to inspire institutions to align with their work, with a team of talented, mission-driven people at the cutting edge of technology.

$90,000–$110,000/yr
US

  • Process Billing for all Types (Autopay, Net Terms, Purchase Order, etc.).
  • Support incoming customer emails, calls, and chats regarding billing issues and account change requests.
  • Manage Accounts Receivable outreach to improve the collections process and reduce time to collect.

Rockbot is an omnichannel media platform committed to elevating customer and employee experiences while fostering stronger connections in real-world spaces. Backed by leading investors including Google and Universal Music Group, Rockbot fosters a culture where different perspectives help them grow and achieve more.

$65,000–$85,000/yr
US

  • Working with customer resources to support GIS data maintenance for Motorola Solutions Inc. products.
  • Installing ESRI software, creating/administering models and scripts, and manipulating data.
  • Providing first-line GIS data support as a liaison to deployment, support, and development teams.

Motorola Solutions is a global company focused on providing critical communication, video security, and command center technologies for public safety agencies and enterprises. They foster a close-knit community and are committed to helping people stay safer by coordinating efforts for safer communities, schools, hospitals, and businesses.

Global

  • Lead the technical direction for key Growth initiatives.
  • Design and evolve distributed, high-scale systems that power user acquisition and retention.
  • Mentor engineers across Product and Platform teams, guiding architecture, design, and execution.

Kraken is building the future of crypto and aims to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. As a fully remote company, Kraken has Krakenites in 70+ countries who speak over 50 languages.

US

  • Conduct initial evaluations and provide ongoing care through video-based telehealth.
  • Participate in onboarding and training in evidence-based care pathways and deliver models as trained.
  • Complete all required screening tools and clinical chart documentation in a timely manner.

Vita Health Services aims to improve access to high-quality mental health care and suicide services for adolescents, families, and adults, delivering services through their telehealth platform. The company is composed of highly skilled, compassionate, and dedicated clinicians focused on meeting patients where they are.

$44,130–$51,485/yr
Canada

  • Develop and implement promotional strategies and marketing campaigns.
  • Identify daily social media priorities and ensure a comprehensive online promotional plan.
  • Design and finalize marketing materials, complying with brand standards.

WCG partners with governments and local agencies across Canada to create sustainable employment opportunities for people, businesses, and communities. They understand that work gives hope, strengthens relationships, and drives economic growth. The company values diversity, equity, inclusion, and belonging and is committed to an accessible and barrier-free recruitment process that supports work/life balance.

UK

  • Reviewing high priority tasks like enhanced due diligence (EDD) and open source investigations.
  • Answering escalations and coaching colleagues on FinCrime Screening tasks.
  • Driving team morale by being positive and helping to motivate others.

Monzo is on a mission to make money work for everyone, waving goodbye to complicated traditional banking. They have a long history of creating magical moments for their customers.

$164,200–$273,600/yr
US

  • Develop and implement processes to drive efficiencies and create a scalable business unit.
  • Attract, retain, and motivate a high-performance organization capable of driving excellence in the delivery of Customer Service and Support.
  • Collaborate with internal cross functional groups and regional sales teams to achieve World Class customer satisfaction and service levels.

Intuitive is a global leader in robotic-assisted surgery and minimally invasive care, transforming how care is delivered for millions of patients worldwide. They are a team of engineers, clinicians, and innovators united by one purpose: to make surgery smarter, safer, and more human.

US

  • Conduct exploratory data analysis across conversational, operational, and performance datasets.
  • Translate ambiguous business questions into structured analytical problems.
  • Analyze how workflow, behavior, and product usage changes translate into business value.

Cresta aims to turn every customer conversation into a competitive advantage by unlocking the true potential of the contact center. They combine AI and human intelligence to help contact centers discover customer insights and behavioral best practices.

Europe 6w PTO

  • Responsible for the strategic development of programmatic activities and the operative implementation for customers.
  • Act as a spokesperson with team to shape programmatic standards and guidelines within the agency.
  • Evaluate with customers which innovations & technologies can be used profitably for programmatic purchasing.

WPP stands for creative transformation. With the power of creativity, they shape a better future for their employees, customers, communities and the planet. WPP Media unites the best platforms, talent and partners to create new opportunities for limitless growth in a connected media world.

$60,000–$75,000/yr
US 3w PTO

  • Meet clients where they are, provide clarity and direction, and build trust in our process.
  • Communicate with clients to understand the root of their inquiry and determine the best way to support them.
  • Guide clients clearly on next steps and become an expert in complex legal processes.

Atticus makes it easy for any sick or injured person in crisis to get the life-changing aid they deserve, connecting people with disabilities to government benefits and helping victims of accidents get compensation from insurance. They've raised more than $100 million and grew from 151 to 210 employees in 2025.

$80,000–$130,000/yr
US

  • Bid out and manage all contracts, submit invoices, track project budgets and work with Field Managers to ensure contractors are performing work per the contract
  • Negotiate the lowest cost possible (national production builder pricing) and creatively source newer products to help lower costs and improve quality/ aesthetic appeal of our renovations
  • Develop detailed scopes of work and budgets for each renovation job

House Buyers of America is a residential real estate investment company that buys, renovates, and resells a high volume of homes. They offer a guaranteed, fast, and hassle-free sale to people who want to sell their house without paying a Realtor commission and have a history of strong growth.

Canada EU US

  • Own and manage the full sales cycle for commercial and enterprise customers
  • Build and maintain a strong pipeline through outbound and inbound efforts
  • Partner closely with Marketing, Product, and Customer Success to drive deals forward

Keebo is a venture-backed startup that offers a turnkey cloud-based Data Learning platform for automating and accelerating enterprise analytics. They are an industry innovator built on machine learning and artificial intelligence, reducing manual operations to minutes, freeing up data teams to work on improving their core business.