Sales/Marketing jobs at Five Rings Financial - 231 jobs

Job Title: Americas Head - Sales, Core Trade Finance & Lending Corporate Title: Managing Director Deutsche Bank's Corporate Bank today is a world-class provider of Corporate Cash Management, Trade Finance & Lending and Institutional Cash & Investor Services for Corporate Clients and Financial Institutions. The whole spectrum of innovative and market-leading Transaction Banking products are promoted by a skilled product sales force and serviced by a dedicated team of client service professionals. Trade Finance & Lending provides clients globally with sophisticated financing, structuring and Working Capital solutions. It is recognized as a leader in the Corporate and Financial Institutions World and is playing a major part in innovation and driving the evolution of the industry. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift and volunteer programs What You'll Do Single Sales Contact to Clients & Coverage for Core TFL Products (Documentary Trade, Working Capital, Inventory Finance, ABF, International Lending) Origination, Execution & Monetization of Transactions across all sub-products with existing & new clients Booking Region Agnostic by aligning sales with coverage and incentivizing partnership across regions Ownership of Core TFL contribution to CAFs including promised vs. actuals reviews Accountable for monetizing new products & solutions as developed by Structuring & Product Accountable for Deal Pipeline, Revenues (UBR & GCIX), LLPs, SVA, Coalition Wallet Increase How You'll Lead Accountable for driving sales initiatives across strategic themes in partnership with Coverage & Structuring Create a culture of risk ownership as 1st line of defense - accountable for risk being booked in core TFL, diligence on credit requests, automated credit approval process, raising early warning signals, driving client exists, etc. Leadership of Regional & Country Sales Teams globally as well as specialized verticals for NBFI, Leveraged Finance and PB Factoring Skills You'll Need More than 10 years of experience with excellent track record achieving sustainable business growth, leading high performing teams, developing strong client relationships & deal origination and managing internal stakeholder relationships constructively. Long-lasting experience in Coverage and Sales as well as TF&L product expertise Profound understanding of managing a Product/Sales Portfolio as well as driving P&L and SVA performance Skills That Will Help You Excel Excellent communication skills Ability to work in a collaborative manner across multiple TF&L teams Strong commercial acumen: understanding client/market problems, proactively tackling challenges, and seizing opportunities as they arise Expectations It is the Bank's expectation that employees hired into this role will work in the New York office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $325,000 to $450,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Who We Are: Oppenheimer & Co. Inc. ( Oppenheimer ) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: Support Oppenheimer Financial Advisors efforts in marketing and presenting the firm s wealth management products and investment capabilities to clients. Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform. Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration. Develop in-depth understanding of suite of wealth management products, existing and new. Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity. Collaborate with team members to ensure coordination of territory coverage. Ensure presentation materials are accurate and up to date. Travel required, including but not limited to, branch locations to meet with Oppenheimer Financial Advisors and/or clients. Qualifications: 3-5+ years of sales experience in asset management or within an investment manager platform. FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire). Proven track record of meeting or exceeding sales targets in a regional role. Excellent verbal and written communication as well as interpersonal skills. Possesses a firm understanding of SMA s, alternative investments and traditional wrap fee products. Confident and effective in client facing meetings and presentations. Ability to travel extensively within the assigned territory. Bachelor s degree in Finance, Business, Marketing, or related field. Compensation: For job postings in New York City and Chicago, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

Who We Are: Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full-service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services. Job Description: Oppenheimer Asset Management (OAM), a division of Oppenheimer, is seeking a Regional Sales and Marketing Professional to join their Sales and Marketing team to work directly with Oppenheimer Financial Advisors in the Midwest Region. This role can be based in Chicago, St. Louis or New York City. Responsibilities: * Support Oppenheimer Financial Advisors efforts in marketing and presenting the firms wealth management products and investment capabilities to clients. * Educate and train Oppenheimer Financial Advisors on the suite of products available on the wealth management platform. * Develop strong relationships with OAM Financial Advisors, OAM team members, as well as third party investment management partners through frequent engagement and strategic collaboration. * Develop in-depth understanding of suite of wealth management products, existing and new. * Demonstrates a strong interest in financial markets, including equities, fixed income, and alternative investments with a desire to stay informed and engaged in market activity. * Collaborate with team members to ensure coordination of territory coverage. * Ensure presentation materials are accurate and up to date. * Travel required, including but not limited to, branch locations to meet with Oppenheimer Financial Advisors and/or clients. Qualifications: * 3-5+ years of sales experience in asset management or within an investment manager platform. * FINRA Registrations: Series 7 and 66 licenses required (within 90 days of hire). * Proven track record of meeting or exceeding sales targets in a regional role. * Excellent verbal and written communication as well as interpersonal skills. * Possesses a firm understanding of SMAs, alternative investments and traditional wrap fee products. * Confident and effective in client facing meetings and presentations. * Ability to travel extensively within the assigned territory. * Bachelors degree in Finance, Business, Marketing, or related field. Compensation: For job postings in New York City and Chicago, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to the City of New York and Chicago and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $110,000.00 - $150,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus. Oppenheimer & Co. Inc. offers a comprehensive benefits package for eligible employees which may include Health, Dental, Vision, Mental Health & Wellness programs, 401(K), and PTO benefits. Oppenheimer & Co. Inc. offers paid family medical leave and disability benefits to eligible employees where required by applicable law. The compensation range and benefits for this position are based on a full-time schedule for a full calendar year. The salary will vary depending on your job-related skills, experience and location. Pay increment and frequency of pay will be in accordance with employment classification and applicable laws. For part time roles, your compensation and benefits will be adjusted to reflect your hours. Benefits may be pro-rated for those who start working during the calendar year.

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.

Application Deadline: 01/10/2026 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.

JOB SUMMARYAs a Proposal Marketing Manager, you will support our national growth in identifying, developing, and implementing short-term and long-term proposal strategies. This position will work independently and with leadership to help improve our proposal effectiveness and efficiency, establish firm-wide proposal excellence at a national level, and play an imperative role in driving continuous growth at our firm. Develop, implement, and manage the proposal process from start to finish Oversee and manage proposal design, development, and creation Lead the proposal development process with scheduling, content generation, editing, outlining, and graphics development (primary focus must be to produce a winning proposal document) Develop and implement process improvement initiatives that result in the development of proposals of the highest accuracy and effectiveness Write, edit, and refine proposal content to align with a cohesive, client-focused message that aligns with UHY's value proposition, demonstrating both strategic oversight and hands-on execution. Oversee the ongoing quality control process over proposal content Participate in opportunity vetting discussions with partners Collaborate with partners, business development, and the marketing team to craft compelling messaging that differentiates our offerings and resonates with decision-makers. Maintaining client-centric demeanor while working with key stakeholders Track proposal outcomes, analyze win/loss data, and apply insights to strengthen future proposal strategies and effectiveness Monitor online RFP databases (GovWin) and active contracts for upcoming opportunities for UHY and provide a daily or weekly list of opportunities to partners for review and discussion Oversee and manage the RFP response/proposal development process, including: Assessing requirements and monitor RFP compliance Acquiring content from Subject Matter Experts and Team Members Formulating Clear and Effective responses Complying with all solicitation requirements Develop and maintain relationships with minority subcontractors Setting expectations for delivery and developing a project schedule Develop customized presentation content to support the finalist/short-list stage, including: Defining meeting framework Mapping content to key messages Managing layout and design Develop a strategy and framework for how to monitor market trends, competitors, and other forces that could impact current and future business Supervisory responsibilities None Work environment Work is conducted in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required None Required education and experience Bachelor's degree in relevant field, such as journalism, communications, or marketing 8+ years in relevant position (Professional Services environment preferred) Preferred education and experience Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting Familiarity with proposal software, such as Responsive, Loopio, QorosDocs, Qvidian Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. For job postings in our New York location, we are required by law to include a good faith salary range for every job, promotion, and transfer opportunities. This range considers many factors, including but not limited to a candidate's knowledge, job specific skills, experience, licensure, and certifications. A reasonable estimate of the current range for this position is $90,000-130,000. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

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

The primary purpose of this role is to drive the prioritization of resources, execution of marketing activities, and the development of specific marketing plans for key partners and segments. The incumbent will work closely with sales to identify opportunities with partners to create and execute marketing plans. Key focuses for the position may include educational content production for brokers and retail traders, month production for brokers and end users, work on cross segment initiatives and the strategic account management program when appropriate. Principal Accountabilities: * Collects all marketing metrics with various firms and working across other program stakeholders to create quality metrics reports. * Manages the budgets and measure the marketing activity for cross segment initiatives, Strategic Account Management, and U.S. programs. * Responsible for overall project timelines and management of workflow for efforts in designated regions. * Responsible for strategy execution, requiring strong collaboration across several departments including sales, products and services, and web marketing teams. * Supports execution of marketing activities across segments, including areas such as futures, retail branding, BLM, and strategic account management when designated. * Works closely with sales to help identify partnership marketing activities with brokerage firms, create joint marketing plans with those firms and execute against the plans. * Works with internal and external resources to produce focus months, campaigns and educational content for retail traders and brokers. CME Group is committed to offering a competitive total rewards package for our employees that recognizes their contributions to the business and reflects our long-term investment in their future. The pay range for this role is $116,300-$193,900. Actual salary offered will be dependent on a wide array of factors including but not limited to: relevant experience, skills, education and comparison to internal employees (where relevant). Our compensation program also includes an annual target bonus opportunity for all employees, as well as the opportunity to become an owner in the company through our broad-based equity program. Through our benefits program, we strive to offer flexibility, value and choice. From comprehensive health coverage, to a retirement package that includes both a 401(k) and an active pension plan, to highly competitive education reimbursement provisions, paid time off and a mental health benefit, CME Group offers a holistic benefits package for our team and their dependents. CME Group: Where Futures are Made CME Group is the world's leading derivatives marketplace. But who we are goes deeper than that. Here, you can impact markets worldwide. Transform industries. And build a career by shaping tomorrow. We invest in your success and you own it - all while working alongside a team of leading experts who inspire you in ways big and small. Problem solvers, difference makers, trailblazers. Those are our people. And we're looking for more. At CME Group, we embrace our employees' unique experiences and skills to ensure that everyone's perspectives are acknowledged and valued. As an equal-opportunity employer, we consider all potential employees without regard to any protected characteristic. Important Notice: Recruitment fraud is on the rise, with scammers using misleading promises of job offers and interviews to solicit money and personal information from job seekers. CME Group adheres to established procedures designed to maintain trust, confidence and security throughout our recruitment process. Learn more here.

Job Full/Part-Time: Full-time Regular/Temporary: Regular Listed: 2025-11-17 York

About the Role: Grade Level (for internal use): 14 About the Role: The Head of Americas Sales leads the US Revenue team for the Client lifecycle & Regulatory Solutions portfolio. This role is responsible for setting the go-to-market strategy, driving revenue growth, and scaling a high-performance sales organization across North America. The Team: This executive will partner closely with Commercial, Product, Marketing, Customer Experience, and Finance to deliver on annual bookings, ACV, Services and business growth targets while ensuring operational rigor, forecast accuracy, and customer satisfaction. The ideal candidate, reporting to the Global Head of Sales has a strong commercial track record in enterprise software, deep industry knowledge, and experience leading high performing sales teams. Responsibilities and Impact: Regional Leadership & Strategy * Define and execute the North America commercial strategy across the suite of Client Lifecycle & Regulatory solutions products. * Lead and develop the North America sales team, creating a culture of accountability, performance, and collaboration. * Align the US sales team to global sales strategy and regional market dynamics, customer segmentation, and pricing strategy. * Implement sales governance frameworks including pipeline reviews, forecasting cadence, deal approval processes, and CRM discipline. * Partner with Commercial and Marketing on messaging, market positioning, and launch readiness for new offerings. Revenue Growth & Commercial Execution * Own North America revenue, ACV, Services and renewal targets for the portfolio driving year-over-year growth in line with divisional revenue targets. * Lead key account strategies for Banks, Asset Managers, Private Markets, Custody, Insurance, Corporates and Custody. * Oversee enterprise deal structuring, pricing, and contracting to balance growth with profitability. * Identify new markets and partnerships that expand global reach and diversify revenue streams. Operational & Financial Management * Build a scalable, data-driven commercial operating model with transparent KPIs and dashboards. * Collaborate with Commercial & Finance to forecast bookings, ARR, and renewals. * Oversee budget planning, quota setting, and global incentive design. * Partner with Customer Success to drive renewal performance and long-term client value. * Represent the business at industry events and thought-leadership forums, reinforcing the divisional brand. Compensation/Benefits Information: (This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $148,257 to $220,225. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here. What We're Looking For: Basic Required Qualifications: * 15+ years of enterprise software sales experience with at least 5 years in global or regional leadership. * Proven record of delivering >$20M+ annual revenue across a complex software portfolio. * Demonstrated success managing hybrid revenue streams * Experience managing large, distributed sales team and building quota-driven, performance cultures. * Strong financial acumen, negotiation expertise, and CRM discipline (Salesforce preferred). * Track record of leading sales teams through change (sales model redesign, incentive restructuring and hiring). * Bachelor's degree in Business, Finance; MBA or advanced degree preferred. Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States. Return to Work: Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: * Health & Wellness: Health care coverage designed for the mind and body. * Flexible Downtime: Generous time off helps keep you energized for your time on. * Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. * Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. * Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. * Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. * ---------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ******************************************************************************************** * ---------------------------------------------------------- 10 - Officials or Managers (EEO-2 Job Categories-United States of America), SLSGRP102 - Senior Management (EEO Job Group) Job ID: 323866 Posted On: 2025-12-19 Location: New York, New York, United States

**About the Role:** **Grade Level (for internal use):** 14 **About the Role:** The Head of Americas Sales leads the US Revenue team for the Client lifecycle & Regulatory Solutions portfolio. This role is responsible for setting the go-to-market strategy, driving revenue growth, and scaling a high-performance sales organization across North America. **The Team:** This executive will partner closely with Commercial, Product, Marketing, Customer Experience, and Finance to deliver on annual bookings, ACV, Services and business growth targets while ensuring operational rigor, forecast accuracy, and customer satisfaction. The ideal candidate, reporting to the **Global Head of Sales** has a strong commercial track record in enterprise software, deep industry knowledge, and experience leading high performing sales teams. **Responsibilities and Impact:** **Regional Leadership & Strategy** + Define and execute the North America commercial strategy across the suite of Client Lifecycle & Regulatory solutions products. + Lead and develop the North America sales team, creating a culture of accountability, performance, and collaboration. + Align the US sales team to global sales strategy and regional market dynamics, customer segmentation, and pricing strategy. + Implement sales governance frameworks including pipeline reviews, forecasting cadence, deal approval processes, and CRM discipline. + Partner with Commercial and Marketing on messaging, market positioning, and launch readiness for new offerings. **Revenue Growth & Commercial Execution** + Own North America revenue, ACV, Services and renewal targets for the portfolio driving year-over-year growth in line with divisional revenue targets. + Lead key account strategies for Banks, Asset Managers, Private Markets, Custody, Insurance, Corporates and Custody. + Oversee enterprise deal structuring, pricing, and contracting to balance growth with profitability. + Identify new markets and partnerships that expand global reach and diversify revenue streams. **Operational & Financial Management** + Build a scalable, data-driven commercial operating model with transparent KPIs and dashboards. + Collaborate with Commercial & Finance to forecast bookings, ARR, and renewals. + Oversee budget planning, quota setting, and global incentive design. + Partner with Customer Success to drive renewal performance and long-term client value. + Represent the business at industry events and thought-leadership forums, reinforcing the divisional brand. **Compensation/Benefits Information:** (This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $148,257 to $220,225. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (********************************************* . **What We're Looking For:** **Basic Required Qualifications:** + 15+ years of enterprise software sales experience with at least 5 years in global or regional leadership. + Proven record of delivering >$20M+ annual revenue across a complex software portfolio. + Demonstrated success managing hybrid revenue streams + Experience managing large, distributed sales team and building quota-driven, performance cultures. + Strong financial acumen, negotiation expertise, and CRM discipline (Salesforce preferred). + Track record of leading sales teams through change (sales model redesign, incentive restructuring and hiring). + Bachelor's degree in Business, Finance; MBA or advanced degree preferred. **Right to Work Requirements:** This role is limited to persons with indefinite right to work in the United States. **Return to Work:** Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. **About S&P Global Market Intelligence** At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit *********************************** . **What's In It For** **You?** **Our Mission:** Advancing Essential Intelligence. **Our People:** We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. **Our Values:** **Integrity, Discovery, Partnership** Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. **Benefits:** We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: + Health & Wellness: Health care coverage designed for the mind and body. + Flexible Downtime: Generous time off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. + Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. + Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** **Global Hiring and Opportunity at S&P Global:** At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. **Recruitment Fraud Alert:** If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************ . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (******************************************************************************************************************** . ----------------------------------------------------------- **Equal Opportunity Employer** S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. **US Candidates Only:** The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ********************************************************************************************** ----------------------------------------------------------- 10 - Officials or Managers (EEO-2 Job Categories-United States of America), SLSGRP102 - Senior Management (EEO Job Group) **Job ID:** 323866 **Posted On:** 2025-12-19 **Location:** New York, New York, United States

MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion's mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, personalization; and shortening the distance to an informed action. In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion's enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it. About the Role The Senior Manager, Fintech Sales will have proven success understanding partner needs, then crafting, positioning and customizing solutions, and finally negotiating and closing deals. As a member of the sales team you will be focused on sourcing and closing net new relationships and new product sales with Fintechs, Neobanks, Digital Lenders, Aggregators and ecosystem partners to integrate Moneylion into their Customer Acquisition strategy, their Consumer monetization and non interest revenue strategies as well as positioning new Banking-as-a-Service and Data products This individual will be proactive, driven and resilient through long sales cycles, an excellent communicator with executive presence, and comfortable working both independently and as part of a team. The Senior Manager, Fintech Sales will profile and develop relationships with senior-level decision makers to structure and execute new partnerships that address customer needs while generating revenue for Engine by Moneylion and his/her partners. This role is onsite 4 days a week out of our New York City office. Key Responsibilities Identify, negotiate, and close new partnerships in the fintech space with card issuers, lenders, credit builders and more Utilize a consultative approach to evaluate new business opportunities, deal-sizing, analyze competitors, recommend strategies, and lead proposal/face-to-face negotiations to win new business Maintain a strong cadence of networking, contacting and engaging prospects via warm intros as well as cold outreach, effectively communicating Engine 's value proposition Follow through with all aspects of the sales cycle - from initial prospecting, managing internal communication, reviewing deal terms, to contract execution Consistently deliver superior customer service to partners, and be seen as a trusted thought partner Manage complex sales cycles involving cross functional teams and members of the executive management team to win together Provide timely guidance and forecasting to leadership on all pipeline sales opportunities via Salesforce and written communications Prepare and deliver effective presentations, reports and pricing proposals Find creative ways to uncover opportunities and strengthen relationships About You Minimum of 8+ years experience selling into Financial Institutions, preferably marketing related products & services A proven track record of exceeding revenue goals Consultative approach to selling, with an ability to understand a partner's needs and develop solutions Experience networking and sourcing deals, technical solutioning (supported by a Solutions Engineer), negotiating contract terms and closing deals High-degree of professional and executive level presence with ability to communicate complex ideas clearly and concisely Tech savvy with ability to be conversant in how our technology can be integrated both for user experience, and high-level data flows Strong understanding of Financial Consumer Marketing Strategies, affiliate Marketing a plus Strong written, verbal and presentation skills - narrative story teller focused on solving client goals Highly motivated, driven, and passionate about partner relationships Proficient in Salesforce, Zoom Info, Outreach and other sales tools as well as Excel, PowerPoint, Salesforce or similar applications Established industry relationships and experience working with fintech executive level business and marketing leaders a plus The annual base salary for the Senior Manager, Fintech Sales is expected a base between $130,000 to $150,000 plus variable pay paid quarterly. Base salary is one component of MoneyLion's total compensation package, which includes, variable pay, 401(k) match, multiple health insurance options, disability coverage, life insurance, and unlimited paid time off for salaried positions. Actual salaries will vary based on a candidate's qualifications, experience, skills, and competencies related to the role. What We Value We value growth-minded and collaborative people with high learning agility who embody our core values of teamwork, customer-first and innovation. Every member of the MoneyLion Team is passionate about fintech and ready to give 100% in helping us achieve our mission. Working At MoneyLion At MoneyLion, we want you to be well and thrive. Our generous benefits package includes: Competitive salary packages Comprehensive medical, dental, vision and life insurance benefits Wellness perks Paid parental leave Generous Paid Time Off Learning and Development resources Flexible working hours MoneyLion is committed to equal employment opportunities for all employees. Inside our company, every decision we make regarding our employees is based on merit, competence, and performance, completely free of discrimination. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Within that team, no one will feel more “other” than anyone else. We realize the full promise of diversity and want you to bring your whole self to work every single day.

************************** 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

Application Deadline: 01/10/2026 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.

About the Role: Grade Level (for internal use): 14 About the Role: The Head of Americas Sales leads the US Revenue team for the Client lifecycle & Regulatory Solutions portfolio. This role is responsible for setting the go-to-market strategy, driving revenue growth, and scaling a high-performance sales organization across North America. The Team: This executive will partner closely with Commercial, Product, Marketing, Customer Experience, and Finance to deliver on annual bookings, ACV, Services and business growth targets while ensuring operational rigor, forecast accuracy, and customer satisfaction. The ideal candidate, reporting to the Global Head of Sales has a strong commercial track record in enterprise software, deep industry knowledge, and experience leading high performing sales teams. Responsibilities and Impact: Regional Leadership & Strategy Define and execute the North America commercial strategy across the suite of Client Lifecycle & Regulatory solutions products. Lead and develop the North America sales team, creating a culture of accountability, performance, and collaboration. Align the US sales team to global sales strategy and regional market dynamics, customer segmentation, and pricing strategy. Implement sales governance frameworks including pipeline reviews, forecasting cadence, deal approval processes, and CRM discipline. Partner with Commercial and Marketing on messaging, market positioning, and launch readiness for new offerings. Revenue Growth & Commercial Execution Own North America revenue, ACV, Services and renewal targets for the portfolio driving year-over-year growth in line with divisional revenue targets. Lead key account strategies for Banks, Asset Managers, Private Markets, Custody, Insurance, Corporates and Custody. Oversee enterprise deal structuring, pricing, and contracting to balance growth with profitability. Identify new markets and partnerships that expand global reach and diversify revenue streams. Operational & Financial Management Build a scalable, data-driven commercial operating model with transparent KPIs and dashboards. Collaborate with Commercial & Finance to forecast bookings, ARR, and renewals. Oversee budget planning, quota setting, and global incentive design. Partner with Customer Success to drive renewal performance and long-term client value. Represent the business at industry events and thought-leadership forums, reinforcing the divisional brand. Compensation/Benefits Information: (This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $148,257 to $220,225. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here. What We're Looking For: Basic Required Qualifications: 15+ years of enterprise software sales experience with at least 5 years in global or regional leadership. Proven record of delivering >$20M+ annual revenue across a complex software portfolio. Demonstrated success managing hybrid revenue streams Experience managing large, distributed sales team and building quota-driven, performance cultures. Strong financial acumen, negotiation expertise, and CRM discipline (Salesforce preferred). Track record of leading sales teams through change (sales model redesign, incentive restructuring and hiring). Bachelor's degree in Business, Finance; MBA or advanced degree preferred. Right to Work Requirements: This role is limited to persons with indefinite right to work in the United States. Return to Work: Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return to Work initiative, Restart, we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ******************************************************************************************** ----------------------------------------------------------- 10 - Officials or Managers (EEO-2 Job Categories-United States of America), SLSGRP102 - Senior Management (EEO Job Group)

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.

About this role: Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on this line of business, refer to the external Careers Site at *********************** In this role, you will: Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes; perform miscellaneous duties as needed and required Exercise some independent judgment when conducting outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities Interact with customers to understand their needs and provide high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs Process low to moderately complex loan applications for mortgage transactions and review rates and terms within guidelines Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements Adhere to policies, underwriting requirements, compliance requirements, and loan procedures; collaborate with fulfillment partners to meet the needs of clients throughout the origination process Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Mortgage industry experience Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources Knowledge and understanding of sales prospecting and generating referrals Experience with educating clients on various mortgage purchase programs Experience developing and cultivating professional relationships Customer service experience Basic Microsoft Office skills Excellent verbal, written, and interpersonal communication skills Ability to provide leadership by coaching, training, and mentoring Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Willingness to travel Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled 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. $0.00 - $0.00 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: 30 Dec 2025 * 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.

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

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.