Manager, FI Solutions

About the role

The is responsible for architecting retention playbooks and guiding a crew that manages financial institution relationships across the nation. This role drives growth tactics and removes roadblocks that hinder adoption and usage. The position safeguards revenue through data-informed decisions and precise forecasting. The work environment is remote, with hybrid engagement and onsite nodes in Sioux Falls, Scottsdale, Louisville, Troy, Franklin, and Easton. Compensation ranges from $72,000 to $120,000, with performance bonuses available and benefits eligible for those who qualify. The role builds cross-functional influence by partnering with product, Client Success, and marketing teams to refine offerings and technology. This position champions coaching and identifies skill gaps while crafting development paths for relationship managers and support staff.

What you'll do

Orchestrate workflow from intake to completion, ensuring seamless execution of solutions and initiatives.

Steer seasonal campaigns and strategic planning with rigorous recordkeeping and follow-through.

Scan pipelines and reports to forecast sales accurately, then share findings with senior management for alignment.

Defuse client issues proactively and maintain stable relationships through attentive problem resolution.

Resolve concerns diligently and protect healthy accounts by implementing timely and effective interventions.

Represent Pathward at conferences and digital forums, conveying expertise and building trust with industry peers.

Convert insights into strategies that attract institutions and agents, driving measurable growth outcomes.

Forge partner ecosystems that amplify value and create collaborative opportunities across the financial landscape.

Guard contracts by aligning terms with legal guidance while steadfastly protecting Pathward's interests and integrity.

Turn aggregated feedback from partners into upgraded products, services, and experiences that meet market demands.

Maintain ongoing dialogue with clients to ensure issues resolve swiftly and expectations remain aligned.

Handle additional assignments as they arise, demonstrating flexibility and a commitment to organizational priorities.

Adapt priorities dynamically to support shifting business needs and emerging opportunities.

Utilize Salesforce, Excel, and PowerBI to track outcomes, monitor opportunities, and report on performance metrics.

Champion a culture of continuous improvement by coaching team members and identifying areas for skill enhancement.

Requirements

Hold a Bachelor's degree or equivalent, demonstrating a foundational commitment to learning and professional growth.

Bring several years of team management experience, with a proven track record of delivering results in complex environments.

Possess five or more years leading people, navigating intricate operational landscapes, and guiding diverse stakeholders.

Show clear evidence of coaching and performance improvement, with a history of turning feedback into actionable change.

Exhibit comfort with Salesforce, Excel, and PowerBI, leveraging these tools to track outcomes and drive data-based decisions.

Demonstrate excellence in listening, negotiating, and persuading stakeholders at all levels of the organization.

Think strategically and critically, translating ambiguity into clear direction and actionable next steps.

Display leadership that motivates others and sustains high standards of performance over time.

Communicate effectively, with presentation skills that convey complex ideas crisply and concisely to varied audiences.

Adapt communication tone for executives, partners, and front-line staff, ensuring messages resonate across the organization.

Have working knowledge of banks, credit unions, or prepaid card platforms, with optional but valued understanding of these ecosystems.

Embrace Pathward's HUMBLE, HUNGRY, SMART approach, aligning behaviors with the company's values and mission.

Commit to fostering financial inclusion by removing barriers that traditional institutions place in the path of access.

Support Pathward's purpose of creating financial inclusion for all™ through responsible, secure, and high-quality financial products.

Nice to have

Experience in fintech, banking, or card platforms, which helps anticipate client needs and streamline solutions efficiently.

Familiarity with tools and systems used in financial services, including core banking and payment processing platforms.

Background in developing and managing partner ecosystems to drive mutual growth and shared value.

History of working with cross-functional stakeholders to align objectives and execute integrated strategies.

Ability to travel occasionally for events or meetings, supporting relationship-building and market expansion.

Practical notes

This is a remote position that offers flexibility for candidates across regions.

Occasional travel may occur for events or meetings to strengthen partnerships and explore opportunities.

Visa sponsorship is not indicated for this listing, and candidates must ensure eligibility to work in their respective locations.

Standard work hours apply, with flexibility to align with cross-regional partners across different time zones.

By applying, candidates accept Pathward's equal opportunity stance and agree to the outlined privacy terms.

The company provides equal employment opportunities to all employees and applicants without regard to protected characteristics.