Joel Martinez
@joelmartinez3
I lead financial services teams and translate complex client needs into scalable, compliant solutions.
Puerto RicoWhat I'm looking for
At Oriental Financial Services, I oversee sales operations and lead financial advisors, supporting growth and client outcomes in a regulated environment. I partner with compliance and operations teams to strengthen onboarding, documentation, controls, and process improvements.
Previously at Banco Popular de Puerto Rico, I advised high-net-worth and mass affluent clients through structured discovery, financial planning, and consultative engagement. I coordinated investments, insurance, securities, financial planning, and operations specialists to deliver integrated strategies aligned with client, regulatory, and performance goals.
Across 18+ years in financial services, I've used Salesforce, eMoney, Envestnet, and NetX360+ to support client lifecycle management, scenario analysis, documentation, and audit readiness. I'm bilingual in English and Spanish, with an MBA and financial planning credentials.
Experience
Work history, roles, and key accomplishments
Manager
Oriental Financial Services
Apr 2025 - Present (1 year 4 months)
Oversee sales operations, leading a team of financial advisors and supporting growth strategies and client outcomes in a regulated financial services environment. Partner with compliance and operations teams to ensure adherence to internal policies and regulatory requirements.
Advised high-net-worth and mass affluent clients through structured discovery, financial planning, and consultative engagement. Coordinated investments, insurance, securities, financial planning, and operations specialists to deliver integrated strategies aligned with client, regulatory, and performance goals.
Education
Degrees, certifications, and relevant coursework
University of Puerto Rico
Bachelor's Degree, Secondary Mathematics Education
Bachelor's degree in Secondary Mathematics Education from the University of Puerto Rico.
Universidad Metropilitana
MBA, Management
Grade: 4.00
Tech stack
Software and tools used professionally
Availability
Location
Puerto RicoAuthorized to work in
United StatesSocial media
Job categories
Skills
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