Account Executive jobs at National Financial Network - 4557 jobs

A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth. #J-18808-Ljbffr

Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. #J-18808-Ljbffr

If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************. At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow. Position: Account Services Project Manager - Full Time Travel Requirements: Hybrid, in Worthington, Ohio, office 4 days per week Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success. Responsibilities: Manage and improve our CRM (customer relationship management) software Communicate project status/updates with clients in a timely and accurate manner Track and record status of engagements with clients as well as internal initiatives Leverage business knowledge to determine project requirements, resolve issues and identify new solutions Document and improve processes and procedures Develop and monitor internal production resource allocation Client account maintenance Sales support CMS Price Transparency support Additional responsibilities could be added Required Qualifications: Previous experience with a customer relationship or project management software Excellent communication skills (written and verbal) and organizational skills Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively Exercises critical thinking skills Possesses strong problem solving, analytical, and leadership skills Interested in procedures and documentation Attentive to detail Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required Ability to prioritize and work efficiently on multiple projects in a high-stress environment Ability to meet tight deadlines while producing high quality results Ability to review and discuss a concern wholistically, in a team environment Ability to be flexible and adaptable to client and other team members' needs Ability to learn in a fast-paced environment Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner Ability to effectively present product information and respond to questions from customers Interest in hospital finance and business relationships Background in Sales, Communications, or Health Information Management (not required) About: Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry. We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable. We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off. Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status. Candidates for this position must be employable in the United States without sponsorship. Sensitive Data Access: The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties. If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.

Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are looking for a Head of Strategic Expense Initiatives & Capabilities to be responsible for leading our expense organization and will have primary responsibility advance expense management initiatives, capabilities and policies - including 3rd party benchmarking interpretation and analysis of results driving key actions and alignment. This leader will also pioneer innovation including expansion of GBS capabilities and building out AI/Gen AI digital analyst functionalities. In addition, this leader with partner closely with Procurement and Strategic Priorities and delivery. The ideal candidate will have experience in financial analysis and/or expense management as well as be fluent in life insurance, wealth management and annuity products. This individual should excel at working collaboratively and cross-functionally with both peers and leaders within and outside the finance function. Things move quickly and change quickly at MassMutual; this individual should be able to navigate ambiguity and mobilize teams and work at a nimble and fast pace. An ability to translate and distill complex financial issues into simple business context storylines while also providing the “so what.” The position will lead a small team, and ensure it is proactive and highly customer-centric. Development is at the core of a learning culture. The position will need to help guide all team members through their development. The team will need to research and drive education and adoption of expense benchmarking, partner with peers to establish and maintain unit cost frameworks to track and monitor progress. Manage the timing, accuracy and hands on execution of deliverables. Ensure proper attribution of results with fact based analysis guiding insights and decision support. The Impact The position is expected to: Drive alignment on YoY top-down expense guidance and support business and functional partners in delivering Design intuitive, actionable expense performance analysis to create transparency and surface savings opportunities (incl. an external lens / benchmarking) Enhanced reporting and deep analytics around overall expenses, headcount, pricing gaps New tools: HC scenario impacts, Global Business Solutions (GBS) net savings, scenario analysis around expense levers and pricing impacts - ongoing reporting & validation Potential for category-specific councils (software, travel, HC, 3P contractors, management consulting, etc.) Establish unit cost transparency on ‘run the business' spend - prioritizing technology and operations areas and ongoing reporting Partner with Actuarial to deepen understanding of pricing expense allowances vs. actuals and benchmarking gaps to create awareness and align ELT on multi-year aspiration and then surgical levers to achieve. Track and monitor delivery of multi-year aspiration. Partner, influence and align capabilities and processes with Strategic Planning & Delivery (SP&D), PMO and Procurement to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast (validate growth and savings vs. avoidance) Pioneer innovation capabilities: Partner with colleagues to “Raise the bar” on robust and enhanced analytics to guide decision support (historical trends, correlations, enhanced transparency on BAU vs. outliers, etc.) Build Pilot Gen AI/agentic AI ad hoc analytics solution to support initial use case(s) Stand‑up our Global Business Solutions (GBS) support team in India to support SEM (executive presentations and analysis for SLT/ELT reviews/recommendations) Assess technology tools and capabilities needs, design business requirements and secure funding The Minimum Qualifications 10+ years of experience in senior finance roles with proven ability to work across a heavily matrixed organization to lead and influence through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives and Board of Directors Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's or Bachelor's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the “so what” Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming client projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference. Prior management consulting experience is also a preference. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. #J-18808-Ljbffr

Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience As a Vice President within Business Development in Merchant Services, you will focus primarily on generating new business from prospective clients of JP Morgan Chase in the Technology Segment. Target clients will include Merchants, Marketplaces, and Payment Facilitators. You will work closely with an established team of Bankers and Treasury Sales teams. Job Responsibilities: Cultivate new business opportunities within the portfolio by aligning with the Banker and Treasury team to achieve individual sales goals Identify and leverage buying decision makers and centers of influence in a complex target client company Serve as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to make their business more successful Communicate effectively both verbally and in writing with key decision-makers at a variety of levels to evaluate needs, propose solutions from our suite of merchant services products Negotiate and execute pricing terms and legal agreements Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions-works with internal partners to ensure successful implementation and product ramp-up Protect the firm by following sound risk management protocols and adhering to regulatory requirements; works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, skills and capabilities 8+ years of related sales and relationship management experience Strong knowledge of the merchant services industry, products and services with a strong technical acumen Track record of meeting and exceeding commercial targets Excellent communication skills with individuals at all levels, internally and externally Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Ability to balance needs of clients with associated risks and interests of the firm Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint #J-18808-Ljbffr

LendSure specializes in Non-QM mortgage solutions, and we are seeking consultative and service oriented account executives that possess a high work ethic and are very coachable. No mortgage experience is required, but a background in sales is preferred. You'll participate in 3 months of training on a base salary to learn the business and equip yourselves with the tools and knowledge you need to call on loan officers. Once you hit the field, you'll be on what is essentially a commission only compensation plan which has a low floor but a very high ceiling. You have the opportunity to earn north of $350k a year in this role. Initially you'll be required to be in the office 5 days a week, but as you prove yourself you'll earn flexibility to work from home. This is still a W2 position, so you can enjoy great benefits such as Medical, Dental, Vision, 401k (matching to 4%), Life Insurance, Flexible Time Off, and Employee Discounts. As a full-time Wholesale Account Executive at LendSure Mortgage Corp, you will play a crucial role in driving business growth through warm calls, presentations, and relationship establishment/management. You will balance identifying and qualifying new opportunities with managing your existing pipeline of loans. The best AEs cradle to grave their loans, which plays a massive role in forming the strongest bonds between them and their clients. You will collaborate closely with the operations team to advance leads through the sales cycle to a successful funding. You will leverage your strong communication skills to set proper expectations, sell terms/pricing, and ask for referrals as you look to build your network of partnered loan officers. Knowledge And Skills Required For The Position Are Bachelor's degree or at least 2 years of proven success in sales Highly motivated and driven; competitive Strong organizational skills Selling, negotiating and closing skills Not afraid to hit the phones Strong communication skills Self-confidence to present our programs to a room of people This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About the Role: Grade Level: 12 Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact: Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments Build and nurture strong client relationships with C‑Suite executives, senior managers, and key decision‑makers across target organizations Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders Collaborate with cross‑functional teams including Product Management, Marketing, Pre‑Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives Provide market intelligence and client feedback to influence product development and commercial strategy Identify and develop revenue synergy and cross‑sell opportunities across the broader S&P Global portfolio Represent and promote S&P Global core values while serving as a trusted advisor to clients Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $60k to $185k. 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 additional compensation such as a sales commission 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 (******************************************* We are actively expanding our revenue team and have multiple openings across various experience levels. To ensure we match you with the most appropriate role for your background and career stage, please include your base salary expectations in your application. This information helps us align you with the correct position level that corresponds to your experience and qualifications. All candidates will be considered for roles that best match their expertise and compensation requirements. What We're Looking For: Basic Required Qualifications: Bachelor's or Master's degree in Business, Finance, Economics, or related discipline 3‑15+ years of proven sales experience with consistent track record of meeting or exceeding quotas Strong background in financial services, data solutions, risk management, or related technology sectors Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations Demonstrated expertise in consultative sales methodologies and solution selling approaches Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows Excellent communication, presentation, and negotiation skills with ability to engage senior‑level executives Proficiency with CRM systems (Salesforce preferred) and sales enablement tools Strong interpersonal skills with ability to build trust‑based relationships and collaborate across global teams Additional Preferred Qualifications: Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products Knowledge of regulatory frameworks and compliance requirements in target markets Understanding of financial markets including fixed income, derivatives, equities, or alternative investments Proven ability to manage complex, multi‑stakeholder sales cycles exceeding $1M+ in value Experience with SaaS platforms, data feeds, desktop applications, or API‑based solutions Professional certifications such as CFA, MBA, or industry‑specific qualifications Multilingual capabilities and experience working in international markets Established network within Financial Institutions, Corporate risk management, or Government sectors Track record of mentoring junior sales team members and contributing to organizational growth Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast‑paced environments 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 - ************************************************************ English_formattedESQA508c.pdf 40 - Sales (EEO-2 Job Categories-United States of America), SLSOUS402.2 - Middle Professional Tier II-Ou Sales (EEO Job Group) Job ID: 323725 Posted On: 2025-12-11 Location: New York, New York, United States #J-18808-Ljbffr

A leading global data and analytics provider in California is seeking a dynamic sales professional to drive growth and exceed sales quotas. This role involves developing strategies, nurturing client relationships with executives, and delivering tailored solutions to meet business needs. The ideal candidate has a strong background in financial services with proven consultative selling experience. Offering competitive base salary and commission, along with a range of employee benefits that support well-being and career growth. #J-18808-Ljbffr

Business Development Manager - Real Estate Sales Role Compensation: Top performers will earn between $88,000- $110,000 annually (base+commission) Employment Type: Full-Time - Hybrid Role based out of Raleigh, NC MasterKey Property Management is seeking a strong salesperson with a real estate background looking to join a great company. Your days will be spent meeting with and prospecting owners of rental properties with the goal of helping them understand the power of working with a professional property manager like MasterKey Property Management. The Business Development Manager (BDM) at MasterKey Property Management is responsible for making great first impressions with potential clients. All new leads and referrals will be introduced to the BDM so that they can ensure that they are a good fit for the company, and to communicate the unique capabilities and outcomes that MasterKey Property Management delivers. Over time, the BDM will become a foundation of our most legendary customer success and service stories. The BDM is both a filter that saves the company from taking on misfit clients and a magnet that will attract perfect-fit clients for years to come. Responsibilities: Respond to inbound leads quickly and effectively Execute outbound strategy and continuously develop new relationships with key partners Meet with, and educate, qualified prospects on our residential management services Qualify and convert prospects into clients for our service Complete the necessary forms and paperwork to onboard new properties Manage a robust and dynamic pipeline within our CRM with current notes and statuses Learn our unique policies and procedures and relevant real estate laws Build relationships with prospects and nurture them to create new property management opportunities Establish and maintain relationships with industry influencers and key strategic partners within the Raleigh metro area. Network extensively to create business opportunities, including attending industry events, social gatherings, and community events relevant to real estate. The right candidate will possess the following competencies: Responsive Great Listener Clear Communicator (on phone, over email and in person) Consistent Performance Fast Learner Real Estate or investment experience is preferred Real Estate license is not required Strong market knowledge of the Raleigh metro area real estate environment Excellent networking, communication, and negotiation skills Capacity to build rapport and foster collaborative relationships Here are some benefits of joining MasterKey Property Management: You'll be selling the best product in town: While there are many property management companies, we have invested the time to design a uniquely attractive product that the market is looking for. This role offers a high degree of autonomy. This is a results-driven position that requires a self-directed and committed professional. You will be offered an abundance of training, coaching and mentorship on industry best practices and sales skill development. Paid Holidays, Paid Sick Leave, Paid Time Off Health Benefit Plan- Blue Cross (Medical, Dental, Vision) Mileage Reimbursement Opportunities for advancement within the network of providers Qualified candidates will have reliable transportation and a valid driver's license to attend meetings and events.

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in building business relationships and selling within Payments. You have found the right team. As a Business Development Representative II within the Chase Small Business (SMB) sales channel and Lodging Partners, you will be tasked with discovering and establishing new business opportunities within the lodging vertical. Your role will involve developing market strategies to promote additional payment processing revenue to Chase Payments. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Identify and cultivate new business opportunities by reaching out to prospects and existing merchants by phone, email, and/or self-sourced relationship to provide best possible solutions and sell payment processing products and services within the Lodging and Hospitality Industry Serve as trusted advisor, leveraging core knowledge, recommend and promote banking and payment processing solutions to clients while working within the risks parameters that protect the firm Understand client's banking and processing needs and offer multi-level Chase products and solutions, to best accommodate the client Acquire deep knowledge of company's products and pricing to facilitate sales efforts Negotiate with clients to price products and services competitively while generating revenue Maintain sales records and prepare sales reports as required Protect the firm by applying sound risk management protocols; have understanding and knowledge of compliance and risk issues to escalate to management as appropriate; able to collaborate to determine solutions Develop a vertical market expertise and become industry expert Work directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering and Know Your Customer regulations Required qualifications, capabilities and skills Sales experience with a proven track record of self sourcing leads that result in meeting revenue goals in a solution selling environment Demonstrate critical thinking and problem solving skills Demonstrate ability to build positive interpersonal relationships with business owners Demonstrate ability to prioritize and focus on multiple initiatives Demonstrate ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs, propose solutions from our suite of merchant services products Travel to clients and/or attend Trade-shows Preferred qualifications, capabilities, and skills Bachelor's degree Knowledge and experience within the Merchant Services and Lodging & Hospitality Industry

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients. You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion. Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities. You will be responsible to meeting monthly and annual productions goals. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized proving models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience in business to business sales or relationship management role or at least 5 years with related business development experience

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in business development within Payments. You have found the right team. As a Business Development Representative II in the Proactive Sales channel you will be working in a fast-paced environment and will be responsible for meeting monthly and annual production goals by selling a suite of Merchant Services products and services to our current and prospective clients via multiple ways of communication. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JPMorgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivate new business opportunities from inbound generated lead sources, partner referrals, and marketing programs Will also identify and self-source client opportunities through building and utilizing referral networks and centers of influence to independently identify and pursue potential new business clients. Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase Executing a short sales cycle with small to mid-size clients along with building relationships with longer sales cycle large complex merchants Communicating both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs and propose solutions from our payment solution portfolio Regularly conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Completes analysis to competitively identify and price Chase products and services for profitability. Maintains detailed and accurate electronic sales records and prepares sales reports as required Negotiates leveraging customized pricing models with clients to close business Works with internal partners to ensure successful implementation, product ramp-up Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required qualifications, capabilities, and skills Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills both verbally and in writing with individuals at all levels, internally and externally. Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance needs of clients with associated risks and interests of the firm. Establishes and consistently uses a disciplined process to manage time; uses time strategically to accomplish business objectives and follow through with commitments

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. **Job Responsibilities** + Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals + Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients + Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase + Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model + Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required + Negotiate leveraging customized proving models with clients to close business + Work with internal partners to ensure successful implementation and product ramp-up + Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations **Required Qualifications, Skills, and Capabilities** + Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts + Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally + Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint + Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes + Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply + Ability to balance the needs of clients with associated risks and interests of the firm + Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments **Preferred Qualifications, Skills, and Capabilities** + Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role + At least 3 years of related business development experience JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210687027 JobSchedule: Full time JobShift: : You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities * Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals * Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients * Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase * Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model * Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required * Negotiate leveraging customized proving models with clients to close business * Work with internal partners to ensure successful implementation and product ramp-up * Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required Qualifications, Skills, and Capabilities * Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts * Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally * Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint * Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes * Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply * Ability to balance the needs of clients with associated risks and interests of the firm * Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments Preferred Qualifications, Skills, and Capabilities * Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role * At least 3 years of related business development experience

You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments. You have found the right team As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements. The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services. We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses. Together, J.P. Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S. The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation. Job Responsibilities Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required Negotiate leveraging customized proving models with clients to close business Work with internal partners to ensure successful implementation and product ramp-up Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations Required Qualifications, Skills, and Capabilities Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply Ability to balance the needs of clients with associated risks and interests of the firm Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments Preferred Qualifications, Skills, and Capabilities Bachelor's degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role At least 3 years of related business development experience

About this role: Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of 100MM to 2B covering the southeastern Michigan area to increase momentum and drive growth with a focused effort exclusively on sourcing new customer relationships. Learn more about the career areas and lines of business at ************************** In this role, you will: * Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity * Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking * Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives * Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues * Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships * Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect * Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects Required Qualifications: * 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management * Completion of formal credit training program * Commercial banking account relationship management experience for clients with annual revenue of $100MM to $2B * Demonstrated experience working collaboratively to deliver the organization to clients and prospects Job Expectations: * This position is not eligible for Visa sponsorship * Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process * Travel: Ability to travel up to 25%of the time # Commercial Banking Posting End Date: 30 Mar 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 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.

**About this role:** Wells Fargo is seeking a Senior Lead Commercial Banking Business Development Representative for clients with annual revenue of 100MM to 2B covering the southeastern Michigan area to increase momentum and drive growth with a focused effort exclusively on sourcing new customer relationships. Learn more about the career areas and lines of business at ************************** **In this role, you will:** + Lead complex market and other large scale planning efforts with Commercial Banking Business Development, by conducting competitive analyses, leveraging business tools, and applying market insights to identify areas of opportunity + Review and analyze complex, multi-faceted or larger scale prospects' needs and Wells Fargo's offerings, considering profitability and risk to Commercial Banking + Make decisions in complex and multi-faceted situations within the Commercial Banking Business Development group requiring solid understanding of relevant policies, procedures, and compliance requirements that influence and lead team to meet deliverables and drive new initiatives + Strategically collaborate and consult with peers, colleagues, and middle to senior level managers to resolve prospects' issues while achieving Wells Fargo's business objectives, by helping prospects navigate processes and escalating inquiries when needed; serve as a mentor for less experienced colleagues + Identify and source complex prospects and engage in both cold and warm outreach, and lead team to employ strategies focused on generating new, profitable Commercial Banking relationships + Understand the full suite of financial solutions offered by Wells Fargo to Commercial Banking clients and the financial solutions currently used by each prospect + Collaborate with relationship managers and product organizations in prospect interactions through closing of the first transactions, by leading internal coordination to develop and present financial solutions to prospects **Required Qualifications:** + 7+ years of Commercial Banking Business Development experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management + Completion of formal credit training program + Commercial banking account relationship management experience for clients with annual revenue of$100MM to $2B + Demonstrated experience working collaboratively to deliver the organization to clients and prospects **Job Expectations:** + This position is not eligible for Visa sponsorship + Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process + _Travel_ : Ability to travel up to _25%_ of the time \# Commercial Banking **Posting End Date:** 30 Mar 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-510315

About Our mission at Halo is to move science forward. One of Fast Company's “World Changing Ideas,” Halo's platform connects scientists and science-led startups directly with companies to bring new innovations to the world. We work with the R&D teams at global, iconic companies - including Bayer, P&G and PepsiCo - on topics ranging from sustainability to human health. Since 2020, more than 16,000 scientists from 150+ countries have joined. We are venture-backed by Asymmetric Capital, Village Global, Lightbank, AngelList Ventures (invests in top .1% of startups), Marketplace Capital, Lenny Rachitsky's Air Angels (Airbnb angel group) and other top-tier investors. Learn about our new NSF-funded initiative Read our reviews on Glassdoor Role Overview As a Senior BDR, you'll drive execution for our inbound and outbound motion. You'll leverage your foundational expertise in prospecting - identifying best fit accounts, targeting the right contacts, driving thoughtful activity, and generating interest in solutions to help R&D teams accelerate innovation and partnering through Halo. You'll work closely with marketing, sales leadership, and AEs to generate high-quality meetings, build repeatable processes, and define what great inbound and outbound execution looks like at Halo. What You'll Do Drive high outbound activity through targeted “why you, why now” signal-based calls, emails, and LinkedIn outreach to consistently generate qualified meetings for AEs Break into accounts by navigating the organization structure of targeted accounts to identify the right entry point and schedule meetings Educate prospects and users on the value of Halo's partnering platform and the potential solutions to help them achieve their goals Bring ideas and experimentation by working with marketing, product, and leadership to find new ways to build and optimize campaigns that convert to won deals Contribute to the growth and future of Halo by bringing in feedback, data, and input into what users and prospects value most Who You Are 1+ years of inbound, outbound, and all-bound BDR/SDR experience in a B2B SaaS or enterprise environment Experience generating meetings and new business opportunities with a freemium or PLG platform Experience mapping and breaking into Enterprise accounts with complex org structures Consistently hit or exceeded meeting/pipeline goals Committed to the craft of cold calling and making dials to get conversations Proficient in using CRM and outbound automation tools (Hubspot, Amplemarket/Apollo, Clay) Experience embracing LinkedIn as a channel for connection, credibility building, and thoughtful outreach Experience excelling in relationship-driven environments where trust and thoughtful engagement matter more than transactional selling Excellent communicator - strong written and verbal storytelling ability Creative and analytical thinker who adapts quickly to feedback and market shifts Motivated by ownership and impact; thrives in startup environments

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************* Summary: The Account Manager II is responsible for working with Advisors/Client Executives and Account Executives to service client accounts. The position requires day to day client servicing for a specific set of clients and entails verbal, electronic and other written communications. The Account Manager II will manage an assigned book of business handling endorsements, binding policies, setting up financing, issuing certificates, billing, and responding to requests and questions from the insured and underwriters. This person will also be involved in the renewal and marketing process. Work is completed with a significant amount of independent discretion. While in this role, this person should be developing relationships with clients and carrier contacts and working proactively to efficiently and effectively respond to the needs of our insured's. In addition to managing their own clients, may also continue to support the Account Management Team as assigned. Essential Duties and Responsibilities: * Works proactively to develop relationships with carrier and client contacts; may take active role in meetings. * Bind and endorse policies, issue certificates, bill invoices and request payments, and have contact with all assigned clients verbally and by email regularly. * Communicates directly with clients and carriers to obtain accurate information to market renewals. Prepare and send the request for renewal quotations to applicable insurance carriers and propose to insured. * Assists customers with reporting and follow up for claims. * Duties also include quoting policy changes setting up financing, collecting additional premium and down payments and ensuring carrier payments are received. * Responsible for updating and keeping client policy records in the agency management system. * Answers incoming calls and emails responding to client questions as needed. * Follows up on suspense items and outstanding information. Knowledge, Skills, and/or Abilities: * Highly organized with excellent verbal and written communication skills. * Self-confident to make sound independent decisions * Ability to successfully interact with a variety of people and function well both in a team environment and autonomously. * Ability to handle situations in a calm, courteous and professional manner * Customer focused to establish and maintain effective relationships * Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook * Ability to prioritize multiple tasks to meet deadlines * Possess strong analytical and problem solving skills * Sharp attention to detail, decision making skills, and problem resolution * Flexibility and adaptability to changing priorities, deadlines and technology. Education and/or Experience: * Prior client service and/or industry and product line experience. Certificates, Licenses, Registration: * P&C Insurance License required. What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $47,000 to $86,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.