Sales/Marketing jobs at Five Rings Financial - 270 jobs

Who we Are? Intersection is an experience-driven Out of Home media and technology company that delivers programming, consumer amenities, and advertising to cities. From free internet access to way-finding to real-time information, our products make city life easier and more sustainable. We further enrich cities with experiential programming that inspires and engages people throughout their day. With valuable, diverse audiences in America's top cities, we provide innovative, data-driven solutions for brands to reach urbanites at scale. What is the Role? As the Marketing Manager, you will help shape how we tell Intersection's story across the country's most dynamic media market. You'll play a key role in positioning our products, the market, and support a high-performing sales team with strategic, creative, and data-driven marketing solutions that drive revenue. In this role, you'll collaborate closely with the Senior Marketing Director, local Sales leadership, and our creative team to develop compelling stories, materials, and pitches that capture the energy and influence of New York. This position is based in our New York office and is part of our national Marketing organization. What you will accomplish: In the first three months, you will: * Serve as the point person for media RFPs, providing strategic, creative, and logistical support to ensure timely and high-quality deliverables. * Lead the creation of sales and marketing materials, proposals, and collateral that reflect New York's unique media landscape. * Craft compelling narratives and marketing stories to elevate client pitches and presentations. * Collaborate with Marketing Leads across markets on special projects that support national and local sales goals. Within the first year, you will: * Partner with NY Sales Manager to align marketing strategy with business objectives, ensuring all tactics contribute to revenue growth. * Develop and maintain collateral that speaks to the New York media landscape-including audiences, key neighborhoods, events, and cultural moments-to inform marketing strategy and client storytelling. * Help create national media plans, and position New York as a key anchor market within them. * Work cross-functionally to develop new advertising products, building go-to-market strategies from concept to launch. * Analyze market health and performance data to proactively identify opportunities and improve revenue outcomes. * Maintain a strong understanding of competitive media and position Intersection effectively within the New York market. * Share insights and best practices with Marketing Managers in other regions to drive collaboration and consistency. You're a great fit for this role because: * 3-5+ years of relevant marketing experience; agency or media experience required; out-of-home (OOH) experience a plus. * Deep understanding of the New York media landscape-including audience behaviors, cultural trends, neighborhoods, and events. * Strong knowledge of AI, automation, and emerging creative tools/technologies, with the ability to integrate them into storytelling and workflow. * Strong understanding of how national campaigns and media plans integrate New York as a cornerstone for reach, influence, and visibility. * Proven ability to support and collaborate with high-functioning sales teams; experience working in a fast-paced, results-driven environment. * A self-starter with a proactive, outgoing, and entrepreneurial mindset-comfortable taking initiative and driving projects forward. * Exceptionally creative and strategic storyteller, able to craft compelling narratives supported by data and insights. * Excellent writing, organization, and presentation skills; writing sample required with resume. * Strategic and analytical thinker with a passion for cities, media, and audience behavior. * Positive, solutions-oriented attitude and the ability to build strong cross-functional relationships. * Management experience a plus. Compensation Range: $90-100K At Intersection, we celebrate every voice that makes us unique, and every perspective that makes us grow. It's our shared responsibility to create an equitable environment where every employee contributes to the culture of the company. Our products and offerings impact cities across the world and it's our goal to represent the diversity and differences that make cities special. We will be relentless in that pursuit, because together we are better. We encourage applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, gender identity or expression, age, national origin, marital status, disability, and veteran status.

Application Deadline: 01/24/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.0 trillion total assets and approximately 54,000 employees as of January 31, 2025. #bmocapitalmarkets BMO Capital Markets is seeking an exceptional, strategic, and highly connected leader to serve as Head of Prime Brokerage Sales origination. This leader will be accountable for accelerating the growth and evolution of our Cash Prime Brokerage platform and related equity financing and prime services solutions, through best-in-class origination, senior client coverage, and disciplined execution across the franchise. This role requires a proven originator and platform-builder who can set a clear commercial agenda, develop and convert a high-quality client pipeline, and lead a high-performing team in a highly competitive global prime services landscape. The successful candidate will combine deep market and product expertise with strong cross-functional leadership to deliver innovative, client-centric financing and execution strategies for hedge funds, asset managers, and institutional investors. KEY ACCOUNTABILITIES: * Strategic Leadership & Platform Growth * Define and execute the multi-year strategic roadmap for Prime Brokerage Sales Origination, aligned with BMO Ambition 2030 and the firm's enterprise priorities, including a World-class client experience and disciplined risk management. * Establish and refine the coverage model, target-client segmentation, and go-to-market approach to drive sustainable growth in revenues, balances, and wallet share across prime services. * Partner with Equities, Prime Finance/Trading, Risk, Operations, Technology, Legal, and Compliance to scale the platform with speed, control, and consistency. * Client Origination & Senior Relationship Management * Leverage a deep industry network to originate new, profitable prime brokerage relationships and expand existing mandates; maintain senior connectivity across hedge fund C-suites, COOs/CFOs, portfolio managers, and institutional decision-makers. * Own end-to-end new business development: prospecting, client pitches, commercial negotiation, onboarding coordination, and ramp to full monetization. * Deliver customized client solutions spanning Cash PB equity TRS, Delta One, stock loan, and event-driven/special situations financing and coordinating internal resources to provide a differentiated client experience. * Build a scalable growth strategy that increases penetration across client portfolios, expands cross-product adoption, and drives durable multi-year relationships. * Commercial Management & Accountability * Set and deliver against agreed commercial objectives, including revenue growth, client profitability, wallet share, and balance sheet efficiency (in partnership with Product/Trading and Finance). * Implement pipeline discipline, reporting cadence, and forecasting rigor; ensure high-quality prioritization of prospects and resource deployment across the team. * Influence product prioritization and platform investments by translating client demand into clear business cases and execution plans. * Risk Partnership & Operational Excellence * Partner with Risk/Credit to embed client-centric margin and risk frameworks that enable growth while protecting the firm; ensure appropriate governance around onboarding, limits, and documentation. * Work closely with Legal, Operations, and Client Service to drive seamless client onboarding and lifecycle support; ensure high operational standards, strong controls, and consistent service delivery. * Champion process improvements and platform modernization that reduce friction, improve transparency, and enhance client experience at scale. * Leadership, Talent Development & Culture * Lead, coach, and develop a high-performing origination team; establish clear expectations, performance standards, and a culture of collaboration, accountability, and innovation. * Recruit and retain top talent; build bench strength and succession planning across key client coverage segments. * Market Expertise & Thought Leadership * Provide expert guidance on prime brokerage market structure, synthetic and cash financing dynamics, collateral optimization, and key hedge fund strategy trends. * Represent the firm at industry conferences and client forums; cultivate relationships with ecosystem partners and service providers to enhance franchise positioning. QUALIFICATIONS: * Proven, measurable track record of origination and revenue generation in Prime Brokerage / Prime Services / Equity Finance, with deep expertise across Cash PB, equity TRS, Delta One, and stock loan. * 12-15+ years of progressively senior experience in Prime Brokerage, Equity Finance, or closely related institutional sales and coverage roles. * Demonstrated ability to build and influence at the highest levels with hedge funds and institutional clients, strong market connectivity and credibility. * Strategic vision and execution excellence; Ability to set direction, mobilize cross-functional stakeholders, and deliver results through disciplined operating cadence. * Strong leadership capabilities with experience hiring, developing, and motivating teams in a competitive market environment. * Deep understanding of the operating model: onboarding, documentation, credit/risk partnership, and delivering a controlled, scalable client experience. SALARY: The salary for this role is $350K USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements) Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. BMO Capital Markets has over 2,700 professionals in 30+ locations around the world, including 20 offices in North America. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.0 trillion total assets and approximately 54,000 employees as of January 31, 2025. \#bmocapitalmarkets BMO Capital Markets is seeking an exceptional, strategic, and highly connected leader to serve as **Head of Prime Brokerage Sales origination** . This leader will be accountable for accelerating the growth and evolution of our Cash Prime Brokerage platform and related equity financing and prime services solutions, through best-in-class origination, senior client coverage, and disciplined execution across the franchise. This role requires a proven originator and platform-builder who can set a clear commercial agenda, develop and convert a high-quality client pipeline, and lead a high-performing team in a highly competitive global prime services landscape. The successful candidate will combine deep market and product expertise with strong cross-functional leadership to deliver innovative, client-centric financing and execution strategies for hedge funds, asset managers, and institutional investors. **KEY ACCOUNTABILITIES:** + **Strategic Leadership & Platform Growth** + Define and execute the multi-year strategic roadmap for Prime Brokerage Sales Origination, aligned with BMO Ambition 2030 and the firm's enterprise priorities, including a World-class client experience and disciplined risk management. + Establish and refine the coverage model, target-client segmentation, and go-to-market approach to drive sustainable growth in revenues, balances, and wallet share across prime services. + Partner with Equities, Prime Finance/Trading, Risk, Operations, Technology, Legal, and Compliance to scale the platform with speed, control, and consistency. + **Client Origination & Senior Relationship Management** + Leverage a deep industry network to **originate** new, profitable prime brokerage relationships and expand existing mandates; maintain senior connectivity across hedge fund C-suites, COOs/CFOs, portfolio managers, and institutional decision-makers. + Own end-to-end new business development: prospecting, client pitches, commercial negotiation, onboarding coordination, and ramp to full monetization. + Deliver customized client solutions spanning Cash PB equity TRS, Delta One, stock loan, and event-driven/special situations financing and coordinating internal resources to provide a differentiated client experience. + Build a scalable growth strategy that increases penetration across client portfolios, expands cross-product adoption, and drives durable multi-year relationships. + **Commercial Management & Accountability** + Set and deliver against agreed commercial objectives, including revenue growth, client profitability, wallet share, and balance sheet efficiency (in partnership with Product/Trading and Finance). + Implement pipeline discipline, reporting cadence, and forecasting rigor; ensure high-quality prioritization of prospects and resource deployment across the team. + Influence product prioritization and platform investments by translating client demand into clear business cases and execution plans. + **Risk Partnership & Operational Excellence** + Partner with Risk/Credit to embed client-centric margin and risk frameworks that enable growth while protecting the firm; ensure appropriate governance around onboarding, limits, and documentation. + Work closely with Legal, Operations, and Client Service to drive seamless client onboarding and lifecycle support; ensure high operational standards, strong controls, and consistent service delivery. + Champion process improvements and platform modernization that reduce friction, improve transparency, and enhance client experience at scale. + **Leadership, Talent Development & Culture** + Lead, coach, and develop a high-performing origination team; establish clear expectations, performance standards, and a culture of collaboration, accountability, and innovation. + Recruit and retain top talent; build bench strength and succession planning across key client coverage segments. + **Market Expertise & Thought Leadership** + Provide expert guidance on prime brokerage market structure, synthetic and cash financing dynamics, collateral optimization, and key hedge fund strategy trends. + Represent the firm at industry conferences and client forums; cultivate relationships with ecosystem partners and service providers to enhance franchise positioning. **QUALIFICATIONS:** + Proven, measurable track record of origination and revenue generation in Prime Brokerage / Prime Services / Equity Finance, with **deep expertise across Cash PB, equity TRS, Delta One, and stock loan.** + 12-15+ years of progressively senior experience in Prime Brokerage, Equity Finance, or closely related institutional sales and coverage roles. + Demonstrated ability to build and influence at the highest levels with hedge funds and institutional clients, strong market connectivity and credibility. + **Strategic vision and execution excellence;** Ability to set direction, mobilize cross-functional stakeholders, and deliver results through disciplined operating cadence. + Strong leadership capabilities with experience hiring, developing, and motivating teams in a competitive market environment. + Deep understanding of the operating model: onboarding, documentation, credit/risk partnership, and delivering a controlled, scalable client experience. **SALARY:** The salary for this role is $350K USD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements) **Salary:** **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth. Business Segment Overview Institutional: Immerse yourself in the best-in-class institutional-grade technology, working alongside industry experts and gaining exposure to various asset classes, such as equities, options, fixed income securities, and advanced trading, research, and management technology. Job Purpose: StoneX is a publicly traded Fortune 50 company and one of the fastest-growing institutional dealers in the securities industry. Our U.S. Treasury business continues to expand globally, creating an opportunity for an experienced and driven sales professional to join our New York team. This individual will play a key role in growing client relationships and revenue across the U.S. rates market, with additional opportunity to expand our emerging G3 presence with relevant client counterparties. Responsibilities Serve as a principal driver of U.S. Treasury revenue production, managing client flows, risk positions, and trade execution with precision and urgency. Deliver consistent, high-touch service and market insights that deepen client engagement and reinforce our trusted counterparty status. Be a commercial leader on the desk, setting a high bar for client engagement, market insight, and execution excellence. This role requires a proactive, connected, and entrepreneurial mindset. Take ownership of alpha generation by developing and maintaining robust analytical models - spanning macro and micro-RV and cash-futures basis frameworks - for actionable use. Translate analysis into client-relevant trade ideas. Proactively originate, structure, and communicate marketable strategies that resonate with the client base, positioning the desk as a thought leader and first call on market moves. Employ a deliberate and disciplined risk management framework that optimizes capital efficiency and aligns trading decisions with broader franchise objectives. Deliver impactful market commentary to both the salesforce and institutional clients, providing differentiated perspectives on UST market dynamics, positioning trends, and central bank policy. Drive commercial engagement across regions and products, collaborating closely with partners in London, Singapore, and other trading teams to broaden the U.S. Treasury franchise. Act as a visible and active ambassador to clients, through regular dialogue, on-site visits, conference participation, and market events-building authentic relationships that generate inbound business and sustained wallet share. Deliver measurable impact from day one, bringing established client connectivity, market credibility, and the confidence to originate and execute meaningful risk and revenue. Exemplify a culture of accountability, integrity, and performance, adhering to firm compliance standards while contributing to a high-performing, client-driven team environment. Qualifications To land this role you will need: Education: BA or BS degree, preferably in finance, economics, or a related field. Experience: 4-10 years of experience in trading U.S. Treasuries, ideally in a sell-side capacity. A track record of success in maintaining a regularly profitable revenue profile. Ideal candidate will be well-versed in micro-RV trading strategies within the UST complex, including cash-futures basis trading. Proficiency in advanced Excel (incl. VBA) and familiarity with other programming languages is a plus. An entrepreneurial mindset, team-oriented attitude, and a proactive approach to problem-solving. Licenses: FINRA Series 7 and 63. Hiring Salary Range $150,000 - $200,000 (Salary to be determined by the education, experience, knowledge, skills and abilities of the applicant, internal equity and alignment with market data.) Subject to business performance and recommendations of management, this role may be eligible to participate in an incentive compensation plan. This compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position, is offered. Permanent, full-time, #LI-SD1

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Salary range: An annual salary range of $140,000 to $180,000 is what we expect to pay for this position, based on overall skills and experience. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: As a Treasury Management Sales Officer, you will be responsible for selling and supporting treasury management products and services to both existing and prospective commercial clients, aiming to achieve deposit and fee income goals while building strong client relationships. Key Responsibilities: Sales and Business Development: Analyze client needs and recommend appropriate treasury management solutions Develop and deliver sales presentations to potential and existing clients Assist in the design and implementation of treasury management solutions Manage and maintain a portfolio of treasury management clients. Meet periodically with targeted clients to ensure proper servicing of accounts and expand existing business deposit and Treasury Management relationships. Identify and pursue new business opportunities for treasury management products and service Client & Banker Relationship Management: Work independently, with minimal supervision, and in partnership with market bankers to develop new profitable business from prospective business clients; develop and execute strategic account plans Build and maintain strong relationships with clients. Provide excellent customer service and support to ensure client satisfaction and retention Educate and advise bankers on new TM product development initiatives Address client inquiries and resolve issues in a timely and effective manner. Partner with internal stakeholders when representing the client perspective in the development/evolution of products and solutions Collaborate with internal teams (e.g., product development, operations) to ensure seamless client onboarding and service delivery. Product Knowledge and Expertise: Possess a strong understanding of treasury management products, services, and industry trends. Stay current on competitor offerings and provide market and competitor feedback to the Head of Treasury Management and Product. Stay up-to-date on regulatory changes and best practices in treasury management. Other Responsibilities: Participate in industry events and networking opportunities. Contribute to the development of sales strategies and tactics. May be involved in cross-selling other bank products and services. What Do You Need? Bachelor's degree or equivalent combination of training and experience Strong writing and speaking skills At least 5 years of financial services experience At least 5 years of treasury management sales experience Advanced knowledge and understanding of Treasury Management Services and deposit products Certified Treasury Professional (CTP) or equivalent desired Technology Skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Salary range: An annual salary range of $140,000 to $180,000 is what we expect to pay for this position, based on overall skills and experience. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: As a Treasury Management Sales Officer, you will be responsible for selling and supporting treasury management products and services to both existing and prospective commercial clients, aiming to achieve deposit and fee income goals while building strong client relationships. Key Responsibilities: * Sales and Business Development: * Analyze client needs and recommend appropriate treasury management solutions * Develop and deliver sales presentations to potential and existing clients * Assist in the design and implementation of treasury management solutions * Manage and maintain a portfolio of treasury management clients. * Meet periodically with targeted clients to ensure proper servicing of accounts and expand existing business deposit and Treasury Management relationships. * Identify and pursue new business opportunities for treasury management products and service Client & Banker Relationship Management: * Work independently, with minimal supervision, and in partnership with market bankers to develop new profitable business from prospective business clients; develop and execute strategic account plans * Build and maintain strong relationships with clients. * Provide excellent customer service and support to ensure client satisfaction and retention * Educate and advise bankers on new TM product development initiatives * Address client inquiries and resolve issues in a timely and effective manner. * Partner with internal stakeholders when representing the client perspective in the development/evolution of products and solutions * Collaborate with internal teams (e.g., product development, operations) to ensure seamless client onboarding and service delivery. Product Knowledge and Expertise: * Possess a strong understanding of treasury management products, services, and industry trends. * Stay current on competitor offerings and provide market and competitor feedback to the Head of Treasury Management and Product. * Stay up-to-date on regulatory changes and best practices in treasury management. Other Responsibilities: * Participate in industry events and networking opportunities. * Contribute to the development of sales strategies and tactics. * May be involved in cross-selling other bank products and services. What Do You Need? * Bachelor's degree or equivalent combination of training and experience * Strong writing and speaking skills * At least 5 years of financial services experience * At least 5 years of treasury management sales experience * Advanced knowledge and understanding of Treasury Management Services and deposit products * Certified Treasury Professional (CTP) or equivalent desired Technology Skills: * Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Salary range: An annual salary range of $140,000 to $180,000 is what we expect to pay for this position, based on overall skills and experience. Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered. Who is Customers Bank? Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What You'll Do: As a Treasury Management Sales Officer, you will be responsible for selling and supporting treasury management products and services to both existing and prospective commercial clients, aiming to achieve deposit and fee income goals while building strong client relationships. Key Responsibilities: Sales and Business Development: Analyze client needs and recommend appropriate treasury management solutions Develop and deliver sales presentations to potential and existing clients Assist in the design and implementation of treasury management solutions Manage and maintain a portfolio of treasury management clients. Meet periodically with targeted clients to ensure proper servicing of accounts and expand existing business deposit and Treasury Management relationships. Identify and pursue new business opportunities for treasury management products and service Client & Banker Relationship Management: Work independently, with minimal supervision, and in partnership with market bankers to develop new profitable business from prospective business clients; develop and execute strategic account plans Build and maintain strong relationships with clients. Provide excellent customer service and support to ensure client satisfaction and retention Educate and advise bankers on new TM product development initiatives Address client inquiries and resolve issues in a timely and effective manner. Partner with internal stakeholders when representing the client perspective in the development/evolution of products and solutions Collaborate with internal teams (e.g., product development, operations) to ensure seamless client onboarding and service delivery. Product Knowledge and Expertise: Possess a strong understanding of treasury management products, services, and industry trends. Stay current on competitor offerings and provide market and competitor feedback to the Head of Treasury Management and Product. Stay up-to-date on regulatory changes and best practices in treasury management. Other Responsibilities: Participate in industry events and networking opportunities. Contribute to the development of sales strategies and tactics. May be involved in cross-selling other bank products and services. What Do You Need? Bachelor's degree or equivalent combination of training and experience Strong writing and speaking skills At least 5 years of financial services experience At least 5 years of treasury management sales experience Advanced knowledge and understanding of Treasury Management Services and deposit products Certified Treasury Professional (CTP) or equivalent desired Technology Skills: Ability to work with the Microsoft Suite and learn/work with other Customers Bank's applications Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Let's be #BrilliantTogether Head of Media Sales (ISS Media) Brands: PLANSPONSOR, PLANADVISER, Chief Investment Officer Business Unit: ISS Market Intelligence We are seeking an accomplished Head of Sales to lead the revenue-generating strategy for three influential brands serving institutional investing and employer-sponsored retirement markets-PLANSPONSOR, PLANADVISER and Chief Investment Officer (CIO). This is a high-impact leadership role responsible for driving growth, shaping commercial strategy, and building sustainable revenue models across digital, print, events, and partnerships. As part of the Media division within ISS Market Intelligence, you will collaborate with editorial, operations, marketing, events, and surveys teams to deliver integrated solutions that resonate with our audience and partners. The ideal candidate combines strategic vision, commercial acumen, and leadership excellence to position our brands as market leaders. This is an opportunity to shape the future of three leading brands in institutional finance and retirement. Key Responsibilities * Strategic Leadership: Partner with the Head of Global Media to design and execute commercial strategies aligned with business objectives. * Revenue Growth: Manage budgets, forecasts, and performance reporting; drive annual sales pipeline and monitor revenue streams. * Team Leadership: Inspire and lead the sales and partnerships team to exceed targets, providing hands-on support and coaching. * Innovation: Identify new revenue opportunities-products, services, and events-within core and adjacent markets. * Market Engagement: Network across the U.S. institutional investing and retirement landscape to expand client base and strengthen partnerships. * Collaboration: Work closely with editorial, marketing, and events teams to align commercial initiatives with content strategies. * Subscription Strategy: Oversee subscription campaigns and retention strategies to maximize recurring revenue. * Market Intelligence: Stay ahead of industry trends and competitor activity to inform business decisions. Qualifications * Proven Expertise: 10+ years in senior commercial leadership roles within B2B media (financial services experience strongly preferred). * Media Sales Mastery: Experience selling across digital, print, sponsored content, and multimedia platforms. * Track Record: Demonstrated success in integrated sales and managing high-value client relationships. * Tech Savvy: Proficiency with Salesforce and media analytics tools. * Strategic Mindset: Strong commercial awareness and ability to translate insights into actionable strategies. * Leadership Excellence: Exceptional organizational, communication, and interpersonal skills. * Work Arrangement: Hybrid role with at least 3 days onsite in NYC per week. Base salary: The New York City expected base pay range is $160,000 - $190,000 per year. Exact compensation may vary based on skills, experience, and level of education. The role is bonus or sales incentive eligible #LI-JB1 #SALES #DIRECTOR #MIN What You Can Expect from Us At ISS STOXX, our people are our driving force. We are committed to building a culture that values diverse skills, perspectives, and experiences. We hire the best talent in our industry and empower them with the resources, support, and opportunities to grow-professionally and personally. Together, we foster an environment that fuels creativity, drives innovation, and shapes our future success. Let's empower, collaborate, and inspire. Let's be #BrilliantTogether. About ISS STOXX ISS STOXX GmbH is a leading provider of research and technology solutions for the financial market. Established in 1985, we offer top-notch benchmark and custom indices globally, helping clients identify investment opportunities and manage portfolio risks. Our services cover corporate governance, sustainability, cyber risk, and fund intelligence. Majority-owned by Deutsche Börse Group, ISS STOXX has over 3,400 professionals in 33 locations worldwide, serving around 6,400 clients, including institutional investors and companies focused on ESG, cyber, and governance risk. Clients trust our expertise to make informed decisions for their stakeholders' benefit. Specifically, Media at ISS STOXX comprises a highly regarded set of publications, digital assets, and research known for their editorial integrity, objectivity, and leadership within the industry, as well as a conference business in the retirement segment. Visit our website: ***************************** View additional open roles: *****************************/join-the-iss-team/ We are proud to offer the following featured benefits * Medical, Dental, and Vision coverage * 401(k) with a company match up to 9%, including a Safe Harbor contribution * Flexible Spending Account (FSA) and commuter benefit programs * Generous paid time off * Volunteer Day * Paid parental leave * Hybrid working options * Midtown - centrally located near Grand Central Station and Port Authority Institutional Shareholder Services Inc. (ISS) is an equal employment opportunity employer and does not discriminate against any employee or applicant because of race, color, ethnicity, creed, religion, sex, age, height, weight, citizenship status, national origin, social origin, sexual orientation, gender identity or gender expression, pregnancy status, marital status, familial status, mental or physical disability, veteran status, military service or status, genetic information, or any other characteristic protected by law (referred to as "protected status"). All activities including, but not limited to, recruiting and hiring, recruitment advertising, promotions, performance appraisals, training, job assignments, compensation, demotions, transfers, terminations (including layoffs), benefits, and other terms, conditions, and privileges of employment, are and will be administered on a non-discriminatory basis, consistent with all applicable federal, state, and local requirements. For more information, please view ******************************************* ISS is committed to complying fully with the Americans with Disabilities Act (ADA) and other applicable federal, state, and local laws. ISS is also committed to ensuring equal opportunity in employment for qualified person with disabilities. ISS prohibits discrimination against applicants and employees on the basis of disability as it pertains to the job application and hiring process and other terms and conditions of employment. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact ISS_Careers_Accommodations@issgovernance.com. This email is created exclusively to assist disabled job seekers where disability prevents them from being able to apply online. Only messages left for this purpose will be returned. Messages sent for other purposes, such as following up on an application or other technical issues not related to a disability, will not receive a response.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards. The Merchant Acquisition and Supplier Enablement (MASE) team within GMNS is a nationwide organization comprised of over 160 professionals dedicated to signing and enabling U.S. merchants for AXP Card acceptance. The Manager of Business Development (MBD) is a direct sales position on the NY_NJ District Sales team within the Eastern Region of Merchant Acquisition. This position will focus on high value prospects that have an annual sales revenue up to $10B within B2B verticals and segments that do not currently accept the Card as a form of payment. This role will also work closely with our Global Commercial Services (GCS) and the Regional Centralized Client Management teams to expand B2B coverage, drive charge volume, and a focus on Welcomed Acceptance. The successful candidate will use his/ her in-depth knowledge of American Express and target industries to partner with prospects and internal stakeholders across the blue box to devise and implement innovative deal constructs to unlock previously untapped opportunities. Qualifications: * Track record of conceiving, structuring, selling in, and implementing creative, innovative deals * Ensures proper business process, conduct and compliance controls and adherence * Demonstrated ability to form relationships and drive consensus with key internal stakeholders, including pricing, legal, Card issuers, Risk, and other internal partners * Strong financial acumen. Excellent financial and analytical skills used to prepare and present quantitative analyses to prospects. * Strong primary and secondary account/ industry research skills; demonstrated ability to leverage professional network and third-party sources to develop deep understanding of prospect needs, anticipated objections, and potential leverage points * Excellent communication skills, both written and verbal. Strong executive presence. * Strong negotiation skills; demonstrated ability in building rapport and earning credibility with prospects. * Flexible; comfortable in a fast-paced environment with evolving priorities and changes in direction. * Bachelor's degree and 5+ years of successful outside sales experience. * Proficiency with Salesforce.com an asset. * Candidate must reside in the designated territory (Upper Manhattan). * Applicant must have a valid driver's license. A motor vehicle records check will be conducted for all successful candidates at the time of offer. Disclosure of all moving violations within the last 3 years (Including, but not limited to: speeding tickets, refusal to submit to blood alcohol content, reckless driving, leaving scene of accident, and driver's license suspension for moving violations) is required during the application process. Salary Range: $69,750.00 to $128,000.00 annually + sales incentive + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. Global Merchant and Network Services (GMNS) is the merchant network of American Express that acquires and maintains relationships with millions of merchants around the world who welcome American Express-branded Cards. The Merchant Acquisition and Supplier Enablement (MASE) team within GMNS is a nationwide organization comprised of over 160 professionals dedicated to signing and enabling U.S. merchants for AXP Card acceptance. The Manager of Business Development (MBD) is a direct sales position on the NY_NJ District Sales team within the Eastern Region of Merchant Acquisition. This position will focus on high value prospects that have an annual sales revenue up to $10B within B2B verticals and segments that do not currently accept the Card as a form of payment. This role will also work closely with our Global Commercial Services (GCS) and the Regional Centralized Client Management teams to expand B2B coverage, drive charge volume, and a focus on Welcomed Acceptance. The successful candidate will use his/ her in-depth knowledge of American Express and target industries to partner with prospects and internal stakeholders across the blue box to devise and implement innovative deal constructs to unlock previously untapped opportunities. **Qualifications:** + Track record of conceiving, structuring, selling in, and implementing creative, innovative deals + Ensures proper business process, conduct and compliance controls and adherence + Demonstrated ability to form relationships and drive consensus with key internal stakeholders, including pricing, legal, Card issuers, Risk, and other internal partners + Strong financial acumen. Excellent financial and analytical skills used to prepare and present quantitative analyses to prospects. + Strong primary and secondary account/ industry research skills; demonstrated ability to leverage professional network and third-party sources to develop deep understanding of prospect needs, anticipated objections, and potential leverage points + Excellent communication skills, both written and verbal. Strong executive presence. + Strong negotiation skills; demonstrated ability in building rapport and earning credibility with prospects. + Flexible; comfortable in a fast-paced environment with evolving priorities and changes in direction. + Bachelor's degree and 5 years of successful outside sales experience. + Proficiency with Salesforce.com an asset. + **Candidate must reside in the designated territory (Upper Manhattan)** . + Applicant must have a valid driver's license. A motor vehicle records check will be conducted for all successful candidates at the time of offer. Disclosure of all moving violations within the last 3 years (Including, but not limited to: speeding tickets, refusal to submit to blood alcohol content, reckless driving, leaving scene of accident, and driver's license suspension for moving violations) is required during the application process. **Qualifications** Salary Range: $69,750.00 to $128,000.00 annually sales incentive benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** US-New York-New York **Schedule** Full-time **Req ID:** 25019611

************************** The IT Service & Support Sales Consultant will be responsible for the promotion of the Service & Support, have a familiarity with our legacy On-prem Business Applications such as ERP and CRM products, and an understanding of how to apply new products successfully into current customer applications. The IT Service & Support Sales Consultant will work closely with the customer through our sales channels in coordination with the Regional Sales, including our Distributor Sales, Resellers, Integrator network and Engineering Teams in recognizing the needs of the customer, promoting solutions, and making recommendations. To be successful, Service & Support Sales Consultant will be responsible for developing a good rapport with customers while working with our sales network. EXPERIENCE: 3+ years of Service & Support Sales experience Excels at creating pricing proposals, negotiating terms and managing the contract process. Credible - Experience selling to a technical and business audience, building trust and mutual respect. Passionate - Think creatively and possess strong interpersonal and communication skills to make complex contractual, technical, and financial details sound simple. Travel - Must be open to travel to meet with clients. Experience building Playbook ; Pipeline Package Details Contract W2 role for an experienced Tech Seller! Base Salary (Draw) W2 Commissioned: from 1-3% on lifetime Support + Bonus on Managed Services +Cash Bonus What's in it for you Qualified Leads Technical Sales & Service Support Product Selling Training Provided Dynamics 365 - CRM Dynamics 365 - Business Central Microsoft 365 ISV Solutions (Offers) Neural Impact Sales Optimization Training Differentiation & Engagement Effective Discovery & CIO Engagement Project Impact & Objection Handling $ 150,000.00 (US Dollar) BIzzApp Sales 2. Acct exec 3. services & support consult

The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. The role will be responsible for consistently attaining annual sales goals and sales activity targets by developing and executing a business plan and strategy based on corporate goals and initiatives. Sales Officers are required to develop and execute regular calling programs, network externally, partner with key team members and analyze client needs to drive business results. ESSENTIAL DUTIES AND RESPONSIBILITIES * Grow Treasury Product revenue through direct sales to meet all assigned goals * Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities * Perform product research and identify appropriate solutions for customer requirements and satisfaction * Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners * Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives * Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year. * Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points * Understand our competitors' environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition * Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst * Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients * Perform solutions oriented working capital analysis to drive product adoption for clients and prospects * Participate on client calls and analyze client treasury services requirements * Assist Treasury clients with product training and product demonstrations as needed * Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience * Gather data and prepare reports for Sr. Management and Relationship Managers * Support onboarding and Treasury Management Support teams as needed * Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time * Administer work according to internal and external policies and procedures of the bank * Support organizational growth * Other duties as assigned EXPERIENCE * Bachelor's Degree required * 6+ years of experience in Treasury Management Sales * CTP or MBA Preferred * Knowledge of Account Analysis and Treasury Management Pricing required * Understanding of Payment and Receivable processes and working capital and cash flow analysis SKILLS AND ABILITIES REQUIRED * Excellent communication skills required, both written and verbal * Strong attention to detail and good planning and organization skills * Seize opportunities without direction * Proficient in working capital and cash flow conversion analysis * Excellent Client Service skills * Able to modify sales approach to suit client personalities * Adaptable, open to, and respectful of differing points of view * Ability to cope with organizational change in a positive manner * Anticipate change in business environment * Able to manage multiple demands and shifting priorities * Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred Hours: * Monday - Friday * 8:00 AM - 5:00 PM About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy. Head of Sales Compensation - GTM Location: San Francisco, Denver, New York City, Atlanta, Phoenix, or Las Vegas. Candidates located in San Francisco, Denver, or NYC are expected to be in office two days a week. About the Role: As the Head of Sales Compensation at Gusto, you will be a key leader and strategic advisor to our Sales leadership teams, reporting into the Head of Revenue Operations. You will own the end-to-end strategy, design, and operationalization of all incentive compensation plans across our Sales organizations. This is a dynamic role where you'll apply your experience, analytical skills, and passion for sales to ensure our compensation programs are competitive, fair, and aligned with our ambitious growth objectives. You'll partner closely with leadership across Sales, RevOps, Finance, and People to successfully attract, motivate, and retain top talent. You will also directly lead a team of Sales Compensation Analysts. What You'll Do: Strategic Leadership & Execution: Act as a strategic thought partner to GTM/Sales and Finance leaders on incentive strategy and plan design. You'll not only develop a clear compensation vision but also possess the operational chops to execute on it. This includes rolling up your sleeves to troubleshoot issues, building robust operational mechanisms, and partnering with Sales Ops and other systems teams to solve problems as they arise. Program Ownership: Lead the full lifecycle of sales compensation, from annual and semi-annual planning and plan design (curves, components, weightings) to implementation (using platforms like Xactly and SFDC), training, and daily administration. Team Leadership: Empower a team of Sales Compensation Analysts, fostering a collaborative and high-performing environment. Operational Excellence: Drive efficiency and accuracy by documenting, optimizing, and automating processes for quotas, crediting, attainment reporting, and resolving disputes. Establish clear cadences for planning and reviews. Compliance & Governance: Design, implement, and monitor compensation process controls to ensure internal compliance and educate cross-functional partners on the rationale behind key business decisions. Performance & Analytics: Track and report on the effectiveness of compensation programs, monitoring key metrics such as budget adherence, error rates, and program ROI to ensure we're achieving desired outcomes. Cross-Functional Collaboration: Partner with GTM/Sales, Sales Ops, Finance, and People teams to enhance sales engagement and productivity through effective compensation, helping to recruit and retain the best talent. What We're Looking For: Experience: 10+ years of experience in sales compensation design and operationalization, with at least 3+ years in a leadership role within a SaaS environment. Analytical Skills: A dynamic leader with exceptional analytical abilities. You are just as comfortable leading the strategic design of a program as you are with the hands-on implementation and administration of daily processes. Technical Expertise: Proven experience in analyzing and optimizing compensation plans and processes. Proficiency with Salesforce (SFDC) and a compensation management tool like Xactly is required. Communication & Influence: A persuasive communicator who uses data to tell a story and back up recommendations. You can influence leadership, inspire team members to think big, and flex naturally between high-level strategy and rolling up your sleeves to get things done. Problem-Solving Mindset: You are passionate about sales and creatively find ways to make teams more productive. You thrive in high-growth, fast-paced environments where things move quickly and processes are constantly evolving. Adaptable & Detail-Oriented: You are hyper-organized with strong attention to detail. Effective stakeholder and project management are part of your core skill set. Our annual base salary compensation range for this role is $238,00 - 297,500 in San Francisco & New York, and $202,000 - $252,500 in Denver and most other remote locations. This role is also eligible for an annual variable cash bonus (up to 20%). Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer. Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice.

The Commercial Treasury Management Sales Officer Sr. primary function is to perform all aspects of business development for existing, new, and prospective Treasury Management product sales to all Lines of Business. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + Grow Treasury Product revenue through direct sales to meet all assigned goals + Utilize networking, community and public relations activities to identify prospective Treasury Management client opportunities + Perform product research and identify appropriate solutions for customer requirements and satisfaction + Communicate and coordinate with assigned Relationship Managers to support and develop relationships with business clients and partners + Review sales goals with Relationship Managers and ensure RMs are advised of calling strategies, product strategies and initiatives + Partner with Relationship Managers to develop annual business plans that include prospect and client growth objectives and collaboratively track success to plan throughout the fiscal year. + Understand client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points + Understand our competitors' environment, capabilities and gaps to effectively position First Horizon Treasury Management Services value proposition + Prepare analysis pro forma and sales proposals for client presentations with the support of the Treasury Management Sales Analyst + Demonstrate proficient in knowledge of all strategic TM solutions and their benefits to our clients + Perform solutions oriented working capital analysis to drive product adoption for clients and prospects + Participate on client calls and analyze client treasury services requirements + Assist Treasury clients with product training and product demonstrations as needed + Manage work load of assigned Treasury Management Sales Analyst for efficient onboarding and exceptional client experience + Gather data and prepare reports for Sr. Management and Relationship Managers + Support onboarding and Treasury Management Support teams as needed + Track sales activities and timelines to ensure that the deliverables within onboarding project plans are met and are on-time + Administer work according to internal and external policies and procedures of the bank + Support organizational growth + Other duties as assigned **EXPERIENCE** + Bachelor's Degree required + 6+ years of experience in Treasury Management Sales + CTP or MBA Preferred + Knowledge of Account Analysis and Treasury Management Pricing required + Understanding of Payment and Receivable processes and working capital and cash flow analysis **SKILLS AND ABILITIES REQUIRED** + Excellent communication skills required, both written and verbal + Strong attention to detail and good planning and organization skills + Seize opportunities without direction + Proficient in working capital and cash flow conversion analysis + Excellent Client Service skills + Able to modify sales approach to suit client personalities + Adaptable, open to, and respectful of differing points of view + Ability to cope with organizational change in a positive manner + Anticipate change in business environment + Able to manage multiple demands and shifting priorities + Proficient computer skills; Microsoft Word, Excel and Outlook. Technical expertise is preferred **Hours** : + Monday - Friday + 8:00 AM - 5:00 PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.

Looking to take the next step in your HVAC or home services career? At Elm Air, a Hickory company, we're helping homeowners across Long Island upgrade their comfort with high-efficiency heating and cooling systems, including the latest in heat pumps and geothermal technology. We're growing fast and looking for a motivated Outside Sales Representative who's great with people, understands the value of earning long term customer relationships, and is ready to be part of something bigger. You'll be meeting with homeowners in person, helping them choose the right solutions for their home, and making a real impact on energy use and comfort in the community. What's in it for You Salary: $100,000 guaranteed salary for your first three months, plus performance-based incentives Transition to a high-earning, uncapped commission plan (Top performers earn $200K-$250K+ annually) Inbound Lead Focus: No cold calling. Convert qualified inbound leads into closed sales Training & Growth: Learn the ins-and-outs of Long Island's HVAC landscape and grow with a team that invests in your success Cutting-Edge Projects: Support installations of high-efficiency systems, heat pumps, and geothermal solutions Why You'll Love It Here Mission-Driven: We're working toward becoming the Northeast's largest sustainable heating and cooling provider Guided by Core Values: We believe in putting employees first, treating people with respect, delighting customers, raising the bar, and getting things done Reputation You Can Stand Behind: Elm Air brings over 73 years of reliable, trusted service to Long Island homes Team Culture: Work in a supportive environment where collaboration, growth, and taking initiative are encouraged Your New Role As an Outside Sales Representative, you'll be the go-to expert for homeowners across Long Island, helping them explore their HVAC options and choose the best fit for their needs. This is a client-facing role where your industry experience and customer-first approach will make a real impact. Visit residential customers to assess their HVAC needs and recommend solutions Present system options, timelines, and pricing in a clear, professional way Prepare and follow up on estimates & proposals with support from the Head of Sales Work closely with internal teams (Install Operations, Accounting team) and external partners (General Contractors / Architects) to ensure project success after sale. You'll help us make sure proper permitting procedures are followed, and that our team completes the work on time and to the customer's satisfaction. Support marketing efforts to engage current and prospective members and educate them on upgrade opportunities and renewals Occasionally support inbound service calls and follow-up calls when needed Learn from and collaborate with other departments to improve the customer experience Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. 2+ years of outside sales experience in HVAC, residential construction, or home services/trades Strong people skills and a consultative, solutions-focused mindset Deep familiarity with HVAC systems, energy efficiency, or related home improvement work Comfortable using CRM software and mobile tools to manage leads and proposals (experience with ServiceTitan, Slack, Pipedrive a plus) Self-motivated, organized, and dependable Valid driver's license & good driving record Elm Air Conditioning is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange

Nova 401(k) Associates is one of the fastest growing TPA firms in the country, and we are looking to further expand our presence. We provide consulting and pension administration services for all types of qualified retirement plans including: 401(k), 403(b), 457(b), and Cash Balance/Defined Benefit Plans. We proactively go to the marketplace to target retirement plan advisors and some of the largest record-keepers in the industry to provide the best retirement plan services possible. We are looking to add to the most dynamic TPA sales team in the country in key metropolitan areas. If you are in or around NYC/CT metro area; Detroit, MI; Kansas City, MO/St. Louis, MO; Nashville, TN; ; Boston, MA; San Francisco, CA or the Pacific Northwest; have an interest in the responsibilities outlined below, and meet some combination of the stated requirements, please consider joining our team. This is a full-time position for an energetic and self-motivated individual looking for an opportunity to prove their ability in sales. Primary Responsibilities: Identify Investment professionals in assigned region to promote Nova services Participate in point-of-sale presentations to plan sponsors to represent Nova's solutions Maintain frequent contact with key producers through on-site visits, seminars, webinars, conference calls, and other presentation media Understand the competitive industry environment; identify and analyze market trends while providing recommendations and feedback to the management team Build and service strong and mutually beneficial relationships with our intermediary partners Travel to offsite periodic sales training Requirements: Bachelor's degree in Marketing, Sales, Business, or related field or equivalent work experience Sales experience (related or not); preferably internal or external wholesaling Excellent sales and negotiation skills Excellent interpersonal and customer service skills Excellent organizational skills and attention to detail Ability to function well in a high-paced and at times stressful environment Proven sales ability a plus; must be able to move the needle Strong ability to build relationships and create partnerships Confident presentation skills Knowledge of retirement industry products and services for our respective market space is a plus We offer a competitive base salary in the range of $65,000 to $75,000, with additional performance-based bonuses. The total compensation package includes base salary, commission and bonuses, providing an opportunity for high achievers to significantly enhance their overall earnings. Benefits package includes: health, dental, and vision coverage, paid vacation, a 401(k) Plan, and a HSA. Veterans are encouraged to apply. We get it. We listen. We communicate. Click Here to review our Privacy Policy

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! **Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry!** in the U.S. **About this role:** Wells Fargo is seeking a few **Lead Merchant Product Sales Consultants** within **Commercial Banking's Merchant Services group** . We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for **Middle Market clients across all industries** . This role offers the opportunity to operate with an **entrepreneurial mindset** while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth. This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams. Learn more about career areas and lines of business at wellsfargojobs.com (********************************************* **In this role, you will:** + Drive **new business development** of electronic receivables and merchant services solutions for middle market clients + Lead complex, cross‑functional sales initiatives with broad market impact + Build strong internal partnerships to expand merchant services penetration and brand awareness + Execute consultative sales strategies aligned to client needs and revenue objectives + Present effectively to **C‑level client executives** and internal senior leadership + Mentor and support less experienced sales professionals + Contribute to product enhancements and identify opportunities for business process improvements + Actively share market insights and collaborate within a high‑performance team environment **Required Qualifications:** + 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + 5+ years of proven Merchant Sales experience and/or payment processing sales experience **Desired Qualifications:** + 5+ years of merchant/payment processing and/or treasury management experience + Experience working with companies generating **$50MM+ in annual revenue** + Strong background in commercial banking, treasury, or financial services sales + Demonstrated success acquiring **net‑new clients** and expanding existing relationships + Deep understanding of interchange, payment architecture, and merchant services risk exposure + Proven ability to manage the full merchant onboarding lifecycle + Partner‑driven sales approach with Commercial Bankers and Treasury Management teams **Job Expectations:** + Ability to travel up to **20%** + Hybrid work environment + Must reside within commutable distance of an approved posting location + Not eligible for visa sponsorship Locations: East/West Coast + Atlanta, Georgia + Florida (Orlando, Tampa, Coral Gables) + Short Hills, New Jersey + Los Angeles, CA + Las Colinas, TX + New York City, NY **Pay Range** Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $224,000.00 **Benefits** Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (*************************************************************** for an overview of the following benefit plans and programs offered to employees. + Health benefits + 401(k) Plan + Paid time off + Disability benefits + Life insurance, critical illness insurance, and accident insurance + Parental leave + Critical caregiving leave + Discounts and savings + Commuter benefits + Tuition reimbursement + Scholarships for dependent children + Adoption reimbursement **Posting End Date:** 3 Feb 2026 ***** **_Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514064

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked No. 1 on the 2025 LinkedIn Top Companies in Financial Services list-recognized as the best place to grow your career in the industry! in the U.S. About this role: Wells Fargo is seeking a few Lead Merchant Product Sales Consultants within Commercial Banking's Merchant Services group. We are hiring on both the West coast and East coast for these roles. This role will help drive revenue and expand Merchant Services sales to new Merchant customers. This is a strategic, consultative sales role focused on solutions for Middle Market clients across all industries. This role offers the opportunity to operate with an entrepreneurial mindset while benefiting from the scale, resources, and stability of Wells Fargo. You'll be supported by experienced merchant sales engineers, implementation consultants, and account management teams-allowing you to focus on what you do best: building relationships and driving growth. This individual will lead the full sales lifecycle-from prospecting and needs assessment through solution design and deal close-while collaborating closely with Commercial Banking Relationship Managers/Bankers, Treasury Management partners, and internal implementation teams. Learn more about career areas and lines of business at wellsfargojobs.com In this role, you will: * Drive new business development of electronic receivables and merchant services solutions for middle market clients * Lead complex, cross‑functional sales initiatives with broad market impact * Build strong internal partnerships to expand merchant services penetration and brand awareness * Execute consultative sales strategies aligned to client needs and revenue objectives * Present effectively to C‑level client executives and internal senior leadership * Mentor and support less experienced sales professionals * Contribute to product enhancements and identify opportunities for business process improvements * Actively share market insights and collaborate within a high‑performance team environment Required Qualifications: * 5+ years of Business to Business (B2B) Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 5+ years of proven Merchant Sales experience and/or payment processing sales experience Desired Qualifications: * 5+ years of merchant/payment processing and/or treasury management experience * Experience working with companies generating $50MM+ in annual revenue * Strong background in commercial banking, treasury, or financial services sales * Demonstrated success acquiring net‑new clients and expanding existing relationships * Deep understanding of interchange, payment architecture, and merchant services risk exposure * Proven ability to manage the full merchant onboarding lifecycle * Partner‑driven sales approach with Commercial Bankers and Treasury Management teams Job Expectations: * Ability to travel up to 20% * Hybrid work environment * Must reside within commutable distance of an approved posting location * Not eligible for visa sponsorship Locations: East/West Coast * Atlanta, Georgia * Florida (Orlando, Tampa, Coral Gables) * Short Hills, New Jersey * Los Angeles, CA * Las Colinas, TX * New York City, NY Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $119,000.00 - $224,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 3 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff-like payroll, health insurance, 401(k)s, and HR-so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we're proud to support more than 400,000 small businesses across the country, and we're building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy. About the Role: We're looking for an AI-focused Head of Sales and GTM Operations to lead the transformation of Gusto's revenue engine into an AI-first operating model. This role will oversee a team of AI Agent Builders and operations leaders who are redefining how Sales, Marketing, and Partnerships work at scale-replacing manual processes with intelligent automation, enhancing decision-making with AI-powered insights, and building the infrastructure for autonomous revenue operations. This is a rare opportunity to lead both the strategic vision and execution of AI transformation across GTM. You'll build and scale a high-performing team that designs, deploys, and optimizes AI agents and workflows that drive measurable revenue impact. Reporting into the Head of Revenue Operations, you'll partner directly with the CRO and executive leadership to architect the future of how Gusto sells, markets, and grows. About the Team: The Revenue Operations team is the connective tissue between strategy, systems, and execution across Gusto's Go-to-Market (GTM) organization. We enable Sales, Marketing, and Partnerships to operate efficiently, make data-informed decisions, and deliver exceptional experiences to customers and partners. As Gusto embraces an AI-first future, this team is building the infrastructure, workflows, and evaluation frameworks that power intelligent, high-performing GTM operations. You'll collaborate closely with RevOps, Data, BizTech, and GTM leadership to bring automation and AI to life across our revenue systems and processes. Here's what you'll do day-to-day: AI Strategy & Vision: Define and execute Gusto's comprehensive AI-native GTM operations strategy. Set the roadmap for AI adoption across sales productivity, marketing personalization, partner operations, and customer intelligence. Drive technology selection, vendor partnerships, and build-vs-buy decisions that balance innovation with scalability. Team Leadership: Build, lead, and mentor a team of AI Agent Builders, automation engineers, and RevOps specialists. Foster a culture of experimentation, rapid iteration, and measurable impact. Develop talent that can translate complex business problems into elegant AI-powered solutions. Agent & Automation Architecture: Oversee the design and deployment of agentic systems and intelligent workflows that automate manual GTM processes. Establish governance frameworks, evaluation standards (prompt reliability, latency, cost, business impact), and best practices for safe, scalable AI deployment across revenue teams. AI Infrastructure & Integration: Lead the technical architecture connecting Salesforce, GTM tools, data warehouses, and AI platforms into a unified, intelligent revenue system. Ensure data quality, system reliability, and seamless integration across the revenue tech stack. Revenue Operations Excellence: Maintain operational excellence in territory design, quota setting, pipeline management, forecasting, and compensation-while progressively embedding AI capabilities that enhance efficiency, accuracy, and strategic insight. Cross-Functional Leadership: Partner with Sales, Marketing, Partnerships, Growth, Finance, Data, and Product teams to identify high-impact automation opportunities. Drive alignment on trade-offs, prioritization, and resource allocation. Translate business needs into technical requirements and AI capabilities into business value. Change Management & Adoption: Champion AI adoption across GTM teams through training, enablement, and change management programs. Ensure every AI initiative ships with clear ownership, measurable outcomes, and user feedback loops. Performance & Impact Measurement: Build comprehensive frameworks to measure AI/automation ROI-tracking productivity gains, conversion lifts, time saved, cost efficiency, and revenue acceleration. Use data to continuously optimize and prioritize AI investments. Market Intelligence & Innovation: Stay at the forefront of AI/ML developments in revenue operations. Evaluate emerging technologies (LLMs, AI agents, automation platforms) and determine how Gusto can leverage or build competitive advantages through AI-native operations. Here's what we're looking for: 10+ years of progressive experience in GTM Operations, Sales Operations, or Revenue Operations, with at least 5+ years in a leadership role building and scaling high-performing teams in high-growth SaaS environments 2-3 years of hands-on experience leading AI/automation initiatives, building agent-based systems, or transforming operations through intelligent automation Deep expertise in CRM systems (e.g., Salesforce) and revenue technology stacks, with demonstrated ability to architect AI integrations, automation workflows, and system integrations across data warehouses and GTM tools Strong understanding of AI/ML concepts, LLMs, agentic systems, and modern AI tooling-able to evaluate technical trade-offs, guide build-vs-buy decisions, and translate AI capabilities into business value Exceptional ability to build, mentor, and scale technical operations teams working at the intersection of AI, automation, and business systems-fostering cultures of experimentation and measurable impact Proven track record of driving organizational change and AI adoption across multiple stakeholder groups, with excellent communication skills to influence executive audiences Exceptional analytical skills with ability to define success metrics for AI initiatives, measure ROI (productivity gains, conversion lifts, cost efficiency), and use data to optimize investments Strong program management skills to balance multiple complex initiatives, drive cross-functional alignment, and deliver measurable progress in fast-paced environments Deep understanding of the entire revenue lifecycle and how AI can enhance each stage, from demand generation to customer retention Bachelor's degree in Business, Computer Science, Engineering, or related field (MBA or technical graduate degree is a plus); AI-native mindset that sees automation as the default and is passionate about making humans more effective through intelligent systems. Compensation Our annual base salary compensation range for this role is $240,000 - 270,000 in San Francisco & New York, and $204,445 - $230,000 in Denver & Atlanta. This role is also eligible for an annual variable cash bonus (up to 20%). Final offer amounts are determined by multiple factors, including candidate experience and expertise, and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. This includes non-office days for hybrid employees. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. Gusto takes security and protection of your personal information very seriously. Please review our Fraudulent Activity Disclaimer. Personal information collected and processed as part of your Gusto application will be subject to Gusto's Applicant Privacy Notice.