Remote Financial Planning Jobs in Delaware (NOW HIRING)

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time career opportunity that can be remote or hybrid.

This role is responsible for leading the strategy, governance, execution, and optimization of Treasury Management fee revenue and client billing processes. The role ensures accurate and timely billing, drives revenue capture, oversees pricing implementation, identifies opportunities to reduce revenue leakage, and provides analytical insights that support growth, profitability, and client satisfaction. The manager leads a team responsible for billing operations, fee maintenance, revenue reporting, pricing administration, and revenue integrity, while partnering closely with Treasury Sales, Product Management, Commercial Banking, Finance, Operations, and Technology teams to support business objectives and enhance client outcomes.

Responsibilities

• Revenue Management Develop and execute Treasury Management revenue optimization strategies that enhance fee income and profitability. Monitor fee revenue performance and implement initiatives to improve revenue realization and recover lost revenue opportunities. Analyze client utilization, profitability, and pricing trends to recommend revenue enhancement strategies. Partner with Treasury Sales Officers and Relationship Managers on pricing execution and client profitability initiatives. Support annual pricing reviews and fee schedule updates.
• Billing Operations Lead all Treasury Management billing processes, including monthly billing cycles, exception management, and billing adjustments. Ensure billing accuracy, timeliness, and adherence to established policies and procedures. Oversee fee maintenance, account analysis systems, earnings credit rate administration, and billing platform management. Develop and maintain billing procedures, process documentation, and operational standards. Resolve complex client billing inquiries and escalations.
• Pricing Governance Administer Treasury Management pricing structures, exception processes, and fee schedules. Ensure pricing approvals comply with governance standards and delegated authority requirements. Maintain pricing integrity across systems and client portfolios. Support pricing committees through reporting, analysis, and recommendations. Partner with Product and Finance teams to assess pricing effectiveness and support pricing strategy decisions.
• Revenue Analytics & Reporting Produce executive reporting and dashboards that provide insight into revenue trends, billing performance, pricing effectiveness, and profitability. Develop and monitor KPIs related to revenue capture, operational efficiency, and pricing performance. Support budgeting, forecasting, and strategic planning activities through data-driven analysis. Deliver actionable insights and recommendations to senior leadership.
• Risk Management & Controls Establish and maintain operational controls that safeguard revenue integrity and support accurate billing. Identify control gaps and lead remediation efforts to mitigate operational and financial risk. Ensure compliance with internal policies, audit requirements, and regulatory expectations. Partner with Risk, Audit, Compliance, and Finance teams on examinations, reviews, and control assessments.
• Leadership & Team Development Lead, coach, and develop a high-performing Revenue Management & Billing team. Establish performance goals, productivity standards, and service-level expectations. Foster a culture of accountability, continuous improvement, operational excellence, and client focus. Build strong cross-functional partnerships across Commercial Banking and support areas.

QualificationsEducation

Bachelor's Degree or the equivalent experience. Specialty: finance, accounting, business administration or related. (Required)

Experience

7 or more years treasury management, commercial banking, revenue management, pricing, billing operations, finance, or related discipline. (Required)

3 or more years leadership experience managing teams and operational processes. (Required)

Certifications

CTP (Certified Treasury Professional) certification. (Preferred)

Knowledge, Skills, and Abilities

• Treasury Management billing and account analysis systems expertise. (Required)
• Strong financial analysis and data interpretation capabilities. (Required)
• Knowledge of commercial banking profitability drivers. (Required)
• Advanced Excel and reporting/dashboard tools. (Required)
• Excellent communication and presentation skills. (Required)
• Ability to influence stakeholders across multiple business lines. (Required)
• Strong project management and process improvement skills. (Required)

 Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The salary range for this position is $81,200.00 - $135,300.00 annually.

Additional Compensation Components

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

EEO StatementFulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Employment Type: OTHER