Sales Manager jobs at Primary Residential Mortgage - 2547 jobs
Branch Manager/Sales Manager
Primary Residential Careers 4.7
Sales manager job at Primary Residential Mortgage
- Responsibilities/Duties/Functions/Tasks
The purpose of this position is to exercise responsibility for the immediate branch production and sales, as well as to enhance PRMI's market position by locating, developing, defining, negotiating, and closing business relationships. Responsibilities include directing, coordinating, and monitoring all sales, branch operation, and personnel development activities to create a business operation that increases sales, profitability, market share, and customer and employee satisfaction.
Assesses local market conditions, identifies current and prospective sales and business opportunities
Participates in development and research activities that increase branch's strengths, identify potential new markets and business opportunities, increase share of market, and obtain a competitive position in the industry
Analyzes and exercises independent judgment and discretion in advancing PRMI's business objectives and the interests of PRMI's customers regarding significant financial decisions
May be responsible for the strategies of marketing and advertising of specific products
Identifies trendsetter ideas by researching industry and related events, publications, and announcements and tracks individual contributors and their accomplishments
Evaluates options and recommends investments
Examines risks and potentials and estimates partners' needs and goals
Protects organization's value by keeping information confidential
Carries out major assignments affecting business operations of the employer or the employer's customers
Performs the following tasks in completion of major assignments if the branch manager is a loan originator:
collects and analyzes information regarding the customer's income, assets, investments, or debts
analyzes applicant data, credit, and collateral property value
determines which financial products best meet the customer's needs and financial circumstances
provides advice to the customer regarding the advantages and disadvantages of available financial products
markets, services, or promotes the employer's financial products
Directs all operational aspects of the branch which include distribution operations, customer service, human resources, administration, and sales in a manner that supports reaching the profitability goals
Ensures that all areas of work performance or departments are properly staffed and directed
Provides training, coaching, development, and motivation to bring out the best in each team member
Takes on the responsibility for the orientation and evaluation of all employees
Recommends desirable changes in the policies and goals of the branch and the organization
Communicates effectively with other branches and senior managers concerning effective practices, competitive intelligence, business opportunities, and needs
Addresses customer and employee satisfaction issues promptly
Manages the branch by following high ethical standards and complying with all government regulations
Maintains and enforces personnel policy
Regularly evaluates the effectiveness of the branch operation to ensure policies are being observed and the profitability goals of the branch, division, and organization are being achieved
Takes prompt corrective action as needed
Increases personal knowledge and expertise in business, appropriate technology, etc.
Follows company policies and procedures
Performs other duties as assigned
Qualifications
Basic reading, writing, and arithmetic skills are required with a strong attention to detail
Strong communication skills, both written and oral
Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
Ability to multi-task
Knowledge of Microsoft Excel and Microsoft Word
Ability to analyze financial data and prepare financial reports, statements, and projections
Ability to motivate teams to produce quality materials within tight timeframes and manage several projects simultaneously
Ability to participate in and facilitate group meetings
Supervisory responsibilities
Manages branch team
Preferences
Knowledge of Microsoft Office and telephone protocol
Ability to type 50 wpm
Reporting Skills, Administrative Writing Skills, Process Management, Organization, Analysis, Professionalism, Problem Solving, Supply Management, Inventory Control
Company Conformance Statement
In the performance of assigned tasks and duties all employees are expected to conform to the following:
Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
Ensure every action and decision is aligned with PRMI values.
Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
Realize team synergies through networking and partnerships across PRMI.
Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
Work effectively as a team contributor on all assignments.
Perform quality work within deadlines.
Respect client and employee privacy.
Work Requirements
Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location). Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
$56k-65k yearly est. 44d ago
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Director of Sales, North America Central Region (Remote)
Valid8 Financial, Inc. 3.6
Sunnyvale, CA jobs
Luminus is a vertically integrated, fast-growing high-tech company that develops high-power Light-Emitting Diode (LED) solid-state lighting for a variety of applications, including industrial UV and IR, medical, projection display, high-end illumination, horticulture, and automotive. Not only is Luminus at the forefront of the ongoing solid-state lighting revolution which has transformed lighting technology across almost every aspect of our everyday work and life, but we are also at the forefront of high-power electronics technology, leveraging our high-quality SiC technology. If you are looking for a place to grow, work hard, and have fun, this is a GREAT opportunity to learn about the lighting technology world and be part of an exciting, forward-looking company!
Key Responsibilities
Develop and execute strategic plans to achieve sales targets and regional quota.
Build and maintain long-lasting, strong relationships with customers while partnering with them to better understand their business objectives and needs.
Regular opportunity funnel review
Schedule periodic training with Marketing Directors.
Effectively communicate value propositions through presentations and proposals.
Provide timely market trends and competitive supplier feedback to marketing.
Update regional sales forecast quarterly, focusing on providing the most accurate volume demand possible.
Track and analyze sales statistics based on key quantitative metrics.
Coordinate customer complaints with factory teams to resolution.
Qualifications for the Position
Excellent written and verbal communication skills
Excellent listening, negotiation, and presentation skills
Demonstrated success in growing revenue.
Proven ability to articulate the value proposition vs competitive offerings
Education or relevant experience
7 to 10 years experience in positions such as a Sales or Marketing Manager, or similar role.
BS degree recommended.
Paid Time Off & Holidays
401k Retirement Savings Plan w/ Employer Match
Flexible Spending Accounts
Employee Assistance Program
Life/AD&D Insurance
And more!
Compensation
Compensation Range: $120k - $180k / year
Title and compensation will be commensurate with experience and qualification.
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$120k-180k yearly 3d ago
Vice President, Asset Owner Sales
Blackrock 4.4
San Francisco, CA jobs
**About this role**
BlackRock is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of Q3 2025, BlackRock's AUM was $13+ trillion. BlackRock helps clients around the world meet their goals and overcome challenges with a range of products that include separate accounts, mutual funds, iShares (exchange-traded funds), and other pooled investment vehicles across public and private markets. BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions. As of February 2025, the firm had approximately 22,000 employees in more than 30 countries and a major presence in global markets, including North and South America, Europe, Asia, Australia and the Middle East and Africa.
For additional information, please visit the Company's website at ***************** | Blog: ********************* | LinkedIn: **********************************
**Business Unit Overview:**
The Americas Institutional Businesses (AIB) is responsible for developing and maintaining relationships with sophisticated institutional investors. Across the US, Canada and LatAm, AIB is focused on helping asset managers, pensions, universities, non-profits, family offices, healthcare systems and other institutional investors meet their financial goals and serve their constituents and communities. We are comprised of teams of professionals with expertise spanning many functions working together to meet the unique needs of our clients including relationship management, marketing, sales, client service, and product development and management. Professionals within AIB work together to deliver a full range of asset management, risk management and advisory services supporting our clients' investment objectives.
**Role:**
The iShares Asset Owner Team is responsible for distributing iShares products and solutions to Pensions funds, Foundations, and Endowments across all regions of the United States. The Team is seeking a VP to serve as a Relationship Manager responsible for developing and cultivating relationships with existing clients and prospects across the US. The individual will be fully accountable for the financial results of an assigned book of business. Additionally, the individual will deliver best-in-class thought leadership, and investment solutions to prospects and clients in their designated territory to maintain and grow our ETF wallet share.
**Key Responsibilities:**
+ Manage key client relationships and drive engagement with CIOs, Portfolio Managers and traders to identify and diligently pursue new potential business and retain existing business.
+ Drive new revenue and new mandate generation across products and client types.
+ Lead robust client and prospect meetings and engagement activity.
+ Initiate brand building and sales activity with investors not currently engaged in discussions with iShares. Develop and execute strategies to uncover and develop mandates that will have the most commercial impact.
+ Develop product fluency across iShares ETF solutions and the broader BlackRock investment platform.
+ Work collaboratively with partners across AIB and other groups within BlackRock to meet clients' needs & objectives.
+ Mentor junior team members and lead the Team's overall development.
**Skills/Qualifications:**
To be successful in this role - Candidate should demonstrate many of these qualities.
+ Highest ethical standards and displays both professional and personal integrity.
+ Strong sense of self-motivation, encouraged and motivated by a quest for building new relationships and revenue generation.
+ Strong intellectual ability and interpersonal skills to establish credibility with the institutional investor community and senior leaders throughout the Firm.
+ Collaborative and cooperative approach to a team-based sales model.
+ Strong communication skills - ability to articulate complicated concepts and systems concisely.
+ 4+ years of financial industry experience. Some experience in institutional relationship management and fundraising preferred.
+ Knowledge or proficiency in public markets assets and across a wide range of investment vehicles (exchange traded funds, commingled trust funds, separate accounts, and mutual funds).
+ Prior experience in investing, portfolio management, research role a plus.
+ BA/BS in any field, preferably in Finance, Economics or Accounting. MBA a plus, but not required.
+ Role will require the candidate to obtain regulatory licenses Series 7 and 63.
+ Robust Microsoft application skills.
For San Francisco, CA and New York, NY Only the salary range for this position is USD$150,000.00 - USD$200,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (http://*****************/corporate/compliance/privacy-policy#recruitment-privacy-notice) .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$150k-200k yearly 2d ago
Pacific NW Regional Sales Director - Life & Related Products (Future)
NFP Corp 4.3
San Francisco, CA jobs
Who We Are:
Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!
We're part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who 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.
Summary
This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation.
The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies.
This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion.
Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available. If you are seeking an immediate opportunity, please explore our current openings on the NFP Careers Page: ************************
Essential Duties and Responsibilities
Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan.
Develop existing broker/account relationships and manage recruiting for new broker/accounts
Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
Continued development of industry, concept, carrier, and product knowledge
Contribute to the overall success and profitability of the agency
Meet or exceed acquired and assigned account production goals
Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
Continued development of industry, concept, carrier, and product knowledge
Education and/or Experience
Past sales and relationship management experience in the life insurance industry required
FINRA: Series 6 or 7, or 63 is required
College degree or other higher education preferred
Life and Health License preferred
Knowledge, Skills, and/or Abilities
Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize
Team Participation: Must work effectively in a diverse group of people as a team member
Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required)
MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
Able to quickly learn new business/communications systems and technologies
Ability to communicate in a professional manner
High focus on quality and customer satisfaction
Flexible and able to react to change in a productive and positive manner
Strong work ethic and ability to work with a sense of urgency
Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous
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 $60,000‑$75,000. 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.
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$82k-116k yearly est. 1d ago
Director, Sales Marketing - Remote
NFP Corp 4.3
Bethesda, MD jobs
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:
As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting.
Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process.
Essential Duties and Responsibilities:
Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada.
Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams.
Strategic owner of sales marketing campaigns, including:
Oversee and track full portfolio of campaigns and ongoing measurement of impact.
Go to market strategy development
Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach
Identify KPIs
Collaboration with brand and digital marketing for the development of campaign assets and deliverables.
Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM
Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams.
Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions.
Lead the marketing plan for joint sales initiatives between NFP Aon, Connected Value.
Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing.
Support of the sales and marketing tech stack, and how to optimize usage of tools
Support integrated sales campaigns partnering with corporate development teams.
Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns.
Manage and coach the sales marketing manager, who will report directly into this role.
Knowledge, Skills, and/or Abilities:
Understanding of the sales process and stages of the buyer's journey.
Marketing plan/strategy/timeline development
Previous Experience with These Tools or Similar Equivalent:
Salesforce CRM
Pardot - Marketing Automation Platform
SalesLoft - Sales Engagement Platform
LinkedIn Sales Navigator
Event Marketing Management
Industry Sponsorship Marketing Management
Understands marketing project management process, workflow, and routing between client, brand and stages of creative production.
Excellent oral and written communication skills
Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint
Education and/or Experience:
A Bachelor's degree in marketing, journalism, or related field
8-10+ years of marketing experience
Certificates, Licenses, Registration:
N/A
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 $90,000 to $126,000. 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.
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$90k-126k yearly 5d ago
VP, Liquidity Business Sales - Regional Client Growth
HSBC 4.9
Beverly Hills, CA jobs
A leading financial institution in Beverly Hills is seeking a Vice President, Liquidity Business Sales to lead regional sales and ensure exceptional service to liquidity clients. The ideal candidate will have proven client management experience, strong analytical skills, and a proactive approach to problem-solving. This role requires direct engagement with clients and stakeholders and offers opportunities for professional development and a competitive benefits package.
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$130k-192k yearly est. 4d ago
Vice President, Director, Equipment Finance Sales
BMO Financial Group 4.7
Los Angeles, CA jobs
Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications.
+ Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships.
+ Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs.
+ Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives.
+ Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs.
+ Manages high-value client portfolios, driving cross-selling, retention, and profitability.
+ Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales.
+ Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals.
+ Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making.
+ Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions.
+ Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy.
+ Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives.
+ Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership.
+ Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling.
+ Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction.
+ Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs.
+ Identifies share of wallet opportunities.
+ Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis.
+ Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards.
+ Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
+ Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
+ Implements changes in response to shifting trends.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ 10+ years of relevant experience in Commercial Banking, preferably in Equipment Finance
+ Bachelor's degree required, preferably in Business Administration, Finance, or Accounting
+ Must have experience in Equipment Loan and Leasing structuring, Business Development, Negotiation, and Structuring Deals
+ Must have Commercial Banking Product Knowledge
+ Must have Regulatory Compliance knowledge related to Commercial Banking
+ Must have Credit Risk Assessment experience
+ Must have Customer Service and Customer Relationship Building experience
**Salary:**
$122,400.00 - $228,000.00
**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.
$122.4k-228k yearly 2d ago
North America Regional Sales Director - Central
Valid8 Financial, Inc. 3.6
Sunnyvale, CA jobs
A leading financial technology company in Sunnyvale is seeking an experienced SalesManager to develop and execute strategic plans to achieve sales targets and build strong customer relationships. The ideal candidate will bring 7 to 10 years of experience in sales or marketing roles and possess excellent communication and negotiation skills. This position offers a competitive compensation range of $120k to $180k, alongside several attractive benefits including paid time off and a 401k retirement savings plan.
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$120k-180k yearly 3d ago
Vice President, Liquidity Business Sales
HSBC 4.9
Beverly Hills, CA jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC, we use our unique expertise, capabilities, breadth, and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities, and the planet we all share.
HSBC Asset Management (AM) is the investment management arm of HSBC Group, one of the world's leading financial institutions with a strong heritage serving financial markets for 150+ years. Within our investment management business, our Americas Liquidity business, focused on Money Market and Short Duration Fixed Income products, has served an important client segment within the broader asset management group. Our Global Liquidity business currently enjoys the distinction of being one of a few dedicated sales specialist capabilities within the AM business. AM Client Business plays a vital role in servicing our growing business across Institutional and Wholesale clients, striving towards achieving client centricity across all stages of a client life cycle.
The Vice President, Liquidity Business Sales is an integral part of the overall sales support coverage model for the Liquidity business channel, serving the liquidity clients and the liquidity sales teams. This is a critical client-facing role, established to ensure we are delivering the highest levels of service to our liquidity investors to maximize our strategic ambitions for asset growth and retention. Based in the Los Angeles, the role involves direct engagement with external clients and internal stakeholders, including HSBC AM's Liquidity Sales teams, Fund Administrators, Finance and Reporting, and other internal functions to ensure clients are serviced to the highest standards throughout the client lifecycle, from prospect engagement through onboarding and ongoing client relationship management. The role shall require a client centric approach to business interactions as well as strong knowledge of HSBC AM's liquidity solutions and processes.
As our Vice President, Liquidity Business Sales you will:
Lead regional sales coverage of HSBC AM Liquidity and Short Duration Investors
Work closely with sales support across onboardings and facilitation of subscription & redemption processes for AM Liquidity funds. The role holder will play a key role in interacting with clients, fund administrators, sales teams, and bank relationship managers to meet KYC requirements, execution of account opening procedures, completing static data for clients, and updating CRM systems with changes
Coordinate and ownership of client service and sales support for HSBC AM's Liquidity Investors
Provide and maintain the overall client experience through appropriate client service and sales support activities, including thought leadership
Work with Sales individuals and other stakeholders to assist in the delivery of goals and objectives as agreed with the business to develop our customer opportunities and improve our client experience, travel is expected
Handle a wide range of client enquiries for existing and prospective clients (regular and bespoke)
Work closely with business partners as and when required, to respond to client related requests and enquiries, tailoring of presentations, answering of questionnaires, preparing client, market, sector analysis, etc
Assist and support the team to ensure the successful launch of new product offerings as appropriate based on coverage
Assist in the preparation and development of ad-hoc reports, working with Marketing, Product teams, and Investment Writing teams to develop ad-hoc reports and ensure delivery to appropriate clients
Support deal opportunities in the region, including engagement with clients on cross-sell opportunities
Communicate fund and market information to external and internal stakeholders e.g. distribute daily fund prices and upload market commentary
Foster client relationships at industry events
Qualifications:
Analytical & critical reasoning skills - proven interpretation and pre-emptive evaluation of information
Attention to detail and quality along with ability to ensure that information is captured in a timely manner
Ability to distil complex and varied data into information; good process analysis and problem solving skills
Direct client management/relationship management experience
Excellent written, verbal & presentation communication skills
Client centric approach to task management
Stakeholder management is a critical attribute, the ability to work as a team player is must
Proactive, positive attitude, and ability to multi-task and work under pressure to meet time-sensitive deadlines
Flexible and ability to prioritize workload for self and team
Strong interpersonal skills, coupled with the ability to succeed within a matrix management structure and build and maintain global team relationships
Preferred Qualification - Post Graduation/MBA/CFA
Direct experience in the Asset Management and Capital Markets industry
Knowledge of financial markets, macro-economic environment, theory, trends, tools, and strategies
Knowledge and awareness of liquidity funds and separately managed mandates, investment products, markets, and business
Experience in Client Relationship Management, Client Servicing, and Sales Support
Proven ability to prioritize workload effectively in line with business priorities
Willingness to own work and problems and see through to completion and use own initiative to resolve issues
Evidence of delivery in a similar role within a global organization would be an added advantage
Experience in using technology to improve business outcomes
Working knowledge of CRM tools like MS Dynamics
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
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$122k-170k yearly est. 4d ago
Vice President, Director, Equipment Finance Sales
BMO-Bank of Montreal 4.7
Los Angeles, CA jobs
Application Deadline:02/26/2026 Address:300 S. Grand Ave. Job Family Group:Commercial Sales & Service. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous re Director, Vice President, Sales, Equipment, Finance, Business Development
$120k-184k yearly est. 2d ago
Senior Director, Visa Crypto Solutions Sales Leader
Visa Inc. 4.5
San Francisco, CA jobs
Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Visa Crypto Solutions Sales leader, you will be responsible for a team that works across all Visa client types, providing everything from thought leadership and subject matter expertise on crypto and stablecoins, as well as helping to drive deals and activations of Visa crypto products and services to these clients. This role requires an experienced sales professional who can identify potential deals, develop the tactics, and manage the teams needed to bring opportunities to revenue. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This leader and their team will be highly involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap. And this leader will represent Visa Crypto not only with clients but at industry events including speaking and thought leadership opportunities.
Responsibilities will include:
Build and manage a specialized sales team who will work closely with Visa account teams to educate clients on Visa crypto solutions and services and execute on new growth (revenue) opportunities
Go-To-Market strategy and execution for Visa Crypto solutions at a global level - with global clients and working closely with regional counterparts on go-to-market and client activities
Establish broader training, tooling, and sales operations specific to Visa Crypto solutions across Visa account and sales teams
Serving as a subject matter expert internally and externally, leading training for internal teams and articulating Visa's position on crypto and stablecoins to our clients, partners, and the public
Establish processes for inputs and provide aggregated and strategic client feedback to influence Visa's crypto product strategy and roadmap
Executive planning and reporting
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.
Basic Qualifications:
12 or more years of work experience with a Bachelor's Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD
Preferred Qualifications:
15 or more years of experience with a Bachelor's Degree or 12 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, or MD), PhD with 9+ years of experience
Financial services, crypto, and/or payments industry experience required
Demonstrated track record of planning, managing and closing a complex, competitive sales effort and managing deals from negotiation, to closing and through delivery
Sales Leadership experience strongly preferred
High product acumen and solutions mindset
Proven record of implementing strategic initiatives, policies and operational decisions
Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology
Teamwork, interpersonal & relationship-building skills, and ability to lead by influence and example
Proven ability to partner, communicate and manage/navigate through multiple disciplines and organizational groups
Experience “managing up”, building Executive Level communications and delivering presentations
Ability to work within a complex and often ambiguous environment, and to influence senior management and other relevant parties
Executive presence, Strong written and oral communication, including large-group presentations
Previous experience in an operating role at a startup or high growth company preferred
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel 5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 229,000.00 to 357,950.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$115k-155k yearly est. 2d ago
Director XB, Sales Enablement, Performance and Reporting
Visa Inc. 4.5
San Francisco, CA jobs
The Global Cross Border team is responsible for defining the Cross Border business strategy across travel and eCommerce and managing its execution across our five regions, working closely with market teams and cross-functional partners around the world.
The Cross Border business is a key pillar of Visa's strategy and one of the largest growth opportunities. Equally, it faces many complex and interesting challenges, touching all areas of Visa's business, including products, pricing, legal, regulatory, marketing, client engagement, and partnership development.
We are looking for a dynamic and results‑driven leader to take on the role of Director, Cross Border Sales Enablement, Planning and Performance. This position is crucial in supporting the expansion and comprehension of our cross‑border business across the 200 countries where Visa operates. The ideal candidate will implement innovative strategies to enhance our ability to secure cross‑border deals and optimize existing cross‑border clients, helping drive cross‑border volume and market share growth.
This role involves leveraging established sales disciplines, processes, and tools, combined with market insights, customer research, and competitive intelligence. The Director will execute strategies across our clusters and regions to position Visa as the go‑to partner for Cross Border solutions in the eyes of our clients, their customers, and our partners. Extensive interaction with market and market support center teams is essential to ensure alignment with the company's overall goals, driving immediate commercial impact and fostering long‑term sustainable growth.
Key Responsibilities
Cross Border Rich Deals: Help define, measure and enhance our ability to win, grow and retain cross border rich deals across our 200 countries. This includes responsibility for specific deals (representing Global Cross Border) and ongoing collaboration with cross‑functional partners.
Sales Uplift and Enablement: Develop and implement programs to upskill sales teams and improve Visa's cross‑border positioning. Optimize cross‑border portfolios in collaboration with VCA, Product, and Marketing Services. partner with Deal teams, GIG, and sales excellence to enhance processes, tools, and playbooks.
XB Drivers, Data Metrics and Performance Measurement: Develop a comprehensive understanding of the factors influencing cross‑border performance. coordinate and help prioritize cross‑border requests to the Global Cross‑Border Data Science team. Collaborate with this team to support awareness and utilization of XB data tools and insights, including commercial models for data tools.
Business Performance Operations: Collaborate with the Cross‑Border Commercialization and Corridor team to advance business goals, manage internal reporting and business cases, and own processes for AOP, QBRs, XBLT agenda items, regional updates, and team culture. Support research to inform insights and improve offerings.
This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
Basic Qualifications
10 or more years of work experience with a Bachelor's Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD
Preferred Qualifications
12 or more years of work experience with a Bachelor's Degree or 8-10 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 6+ years of work experience with a PhD
8+ years of experience in payments, eCommerce, travel, or related fields with demonstrated success in strategy, product development, or business development roles.
Exceptional analytical skills with the ability to structure analyses and interpret complex data and market trends.
Excellent communication and interpersonal skills to effectively collaborate with global teams and stakeholders.
Experience managing cross‑functional projects and collaborating with diverse stakeholder groups.
Knowledge of cross‑border payments, eCommerce, or vertical‑specific trends is a plus.
Work Hours
Vary's upon the needs of the department.
Travel Requirements
This position requires travel5-10% of the time.
Mental/Physical Requirements
This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Compensation
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 178,400.00 to 258,750.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job‑related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$123k-162k yearly est. 2d ago
Executive Director, Treasury Sales & Team Growth
Jpmorgan Chase & Co 4.8
Seattle, WA jobs
A leading financial services firm located in Seattle, Washington is seeking an experienced Treasury Sales Group Manager. In this role, you will lead a team of Treasury sales professionals, developing strategies to enhance client relationships and performance. You will be responsible for monitoring team performance, providing coaching, and ensuring adherence to risk management protocols. Ideal candidates will have over 7 years of sales experience, strong analytical skills, and excellent communication capabilities. This is an opportunity to make a significant impact in a collaborative environment.
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$131k-191k yearly est. 2d ago
Director of Sales Development
Valid8 Financial, Inc. 3.6
Menlo Park, CA jobs
The Director of Sales Development will own and evolve our global SDR function. This leader will be responsible for developing a high-performance team, architecting best-in-class pipeline generation programs, and partnering with marketing, sales, and Revenue Operations to ensure our go-to-market motion is coordinated, measurable, and scalable.
What You Will Do
Recruit, develop, and inspire a team of SDRs and SDR team leads in both our Austin, TX and London, England offices; foster a culture of accountability, curiosity, and continuous improvement.
Serve as a world-class coach, providing ongoing training, deal support, messaging refinement, talk-track optimization, and skill progression.
Own the SDR outbound pipeline number and build predictable, scalable processes to exceed targets.
Establish a strong talent pool of high potential SDRs identifying and developing future sales professionals and team leads within the team.
Implement coaching frameworks (e.g., call reviews, role-plays, personalized development plans) that elevate performance across the board.
Design and execute cutting-edge prospecting programs using AI, automation, and data enrichment tools to maximize efficiency and output.
Continuously experiment with emerging technologies and AI tools to keep us at the leading edge of pipeline generation.
Partner with Marketing, Rev Ops, and Sales teams to evolve messaging, targeting, and campaign design.
This hybrid role requires on-site presence at our Austin, TX office three days per week.
What You Bring
Play a key cross-functional role working with the Go-To-Market teams (Enablement, Sales, Marketing, and Operations) to drive pipeline growth.
Coach, train, and enable the SDR team on inbound and outbound best practices, call strategies, and account coverage.
Collaborate with sales to build high-performing territories for AE and Sales Development teams.
Work with marketing on: messaging, campaigns, sequencing best practices, and follow-up strategies for the team.
Monitor, report, and provide feedback to the executive team on SDR performance and areas for improvement.
Partner with Revenue Operations and Enablement on new tools and processes.
Design, implement, and execute incentive programs for the team.
What We Look For
3+ years in sales development, outbound sales, or revenue leadership roles within a B2B SaaS environment.
A proven track record of coaching SDRs to elite performance and developing future full cycle sales professionals in the team.
Deep experience with outbound pipeline creation and modern sales engagement strategies.
Hands-on experience with AI tools for personalization, research, targeting, content generation, and automation.
Expertise in partnering with marketing and RevOps to orchestrating ABM campaigns and collaborating with Marketing to target high-value accounts.
Strong analytical mindset with ability to interpret data, identify trends, and drive performance improvements.
Startup experience is strongly preferred for this role. You will be building and scaling new approaches as well as capitalizing on our current SDR process.
Proficiency in Salesforce and Outreach is required.
Exceptional communication, leadership presence, and the ability to thrive in a fast-paced, high-growth startup.
What We All Do
All employees are required to participate in information security awareness and training programs.
Board of Directors: Since the beginning of Betterworks, our board includes industry icons such as John Doerr (who introduced OKRs to Google), Bruce Felt (Founder of Renaissance Software and a trusted advisor to numerous private and public companies), Bing Gordon (Renowned Technology Venture Capitalist with experience on boards like Amazon, Duolingo and Zynga) and Jason Green (Founder of Emergence Capital and Greenbridge Foundation).
Perks: 100% paid Medical/Vision/Dental for employees, Flexible time off, Parental Paid Leave policy, monthly internet stipend, flex days, and more.
Product: Selected by Lighthouse Research & Advisory and UNLEASH America, Betterworks has officially been named a 2025 HR Tech Award winner for Best Comprehensive Talent Management Solution. Also, Betterworks wins Newsweek's AI Impact Award for Best Outcomes in HR, 2025.
Mission Driven: Our mission is to provide the expertise and technology that companies need to inspire, develop, and activate their workforce to meet today's goals and be ready for tomorrow's challenges.
We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to an inclusive and diverse BetterWorks. We believe that different perspectives lead to better ideas, and better ideas allow us to better understand the needs and interests of our diverse, global BetterWorks Community. We welcome people of different backgrounds, experiences, abilities, and perspectives, and are an equal-opportunity employer.
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$88k-135k yearly est. 4d ago
Senior Sales Manager
HSBC 4.9
San Francisco, CA jobs
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
Global Payments Solutions (GPS) is one of HSBC's global transaction banking product lines generating over 10% of HSBC Group revenues. Supporting Corporate and Institutional Banking (CIB). Our GPS business is made up of almost 10,000 people in over 55 countries and is uniquely positioned to help clients make and receive payments, and manage liquidity and working capital across borders and regulations, in multiple currencies. Our expertise in this area has been recognized by the industry's most prominent publications as the best global cash manager for corporates and financial institutions in consecutive years.
For our largest corporate clients GPS Sales has implemented a sector focused coverage approach, recognizing that clients in different sectors have unique cash management needs. Various sector teams exist including: Technology Media & Telecoms, Consumer, Healthcare, Energy Materials & Power, Industrials, Transport, Real Estate and Professional Services.
We are seeking a high caliber professional to join our Sales team in the TMT sector. This role can be based in San Francisco or New York USA. The portfolio consists of US headquartered global TMT sector corporates.
Key elements of this role:
Work in close partnership with Banking Coverage and the wider GPS sales teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC's global cash management wallet share and grow revenues, with an industry focus on corporates in the Technology, Media and Telecommunications sector
Adopt a needs-based advisory approach to understand customer requirements and provide appropriate cash management solutions that meet those requirements
Lead, manage and collaborate with the HSBC team across markets and functions to develop appropriate solutions, deliver sales proposals / Request for Proposal responses / client pitches through to implementation handover
Work closely with the GPS Implementation, Integration and Client Service teams to ensure smooth transition of client mandate into realized revenues, as well as to provide ongoing coverage in response to clients' evolving challenges and requirements
Feedback to the GPS Product and Channels teams on the competitive market landscape and client specific requirements, to help drive product enhancements/developments as appropriate
Formulate, support and drive CIB and GPS industry sector strategies, including participation in events, case studies, client testimonials, client planning and wallet sizing activities
Coach and lead team members across the group on sales strategy formulation, deal pipeline management and sales conversion techniques
Collaborate with global and regional sales leads and GPS teams to develop a deal pipeline that is aligned with Banking Coverage and prioritized according to opportunity and value to both the client and HSBC
You´ll likely have the following qualifications to succeed in this role:
Demonstrated track record of dealing with complex global corporates
Experience of managing a client portfolio and/or responsibility for driving a P&L / client cross-sell and satisfaction metrics, plus a proven sales record with strong data analytical skills
Understanding of global cash management techniques, market and competitive trends and regulatory environment
Detailed knowledge of day to day workings of a Corporate Treasury environment, Foreign exchange, payments, Liquidity and working capital
Strong knowledge of local / regional / global cash management clearing services, products, techniques and strategies
Trusted experience in managing large complex corporate relationships in client facing management roles, demonstrating an understanding of risk management, structures, credit, products, processes, in an individual contributor capacity
Experience of working in an International Corporate Banking environment, or experience with HSBC Group Corporate products and services
Established ability in identifying and meeting customer needs through matching a broad range of products and services and in delivering creative and flexible customer solutions, to a deadline
University graduate with at least 5 years of relevant experience in cash management, banking relationship management and/or corporate product sales
The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.
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$119k-162k yearly est. 4d ago
Director of Sales - Located in San Francisco Bay Area
Valid8 Financial, Inc. 3.6
San Francisco, CA jobs
At Odyssey Transfer and Trust Company, we do things differently. Our core mission is to provide peace of mind to our clients by making things simple, fast, and easy.
Odyssey is a tight-knit, solution-driven team. Our shared values, as defined by our own employees, guide us in reaching our individual and collective goals:
We Show Up for Each Other: We are in this together! We collaborate and support each other to get results. Our employees are compensated with competitive salaries and a comprehensive benefits package.
We Build: “Outside the Box” is our playground. We're not afraid to innovate and tackle tough problems - we're here to disrupt the industry. Creativity and problem-solving is not reserved for the Executive team.
We Get Stuff Done (GSD): We have a notable reputation for being exceptionally responsive. Coming up with a great idea is only part of the solution; We take great ideas and put them into action.
We Do the Right Thing: We're dependable, trustworthy, and proud of our professional standards.
Primary Responsibilities and Attitude
As the Sales Director you are someone who loves to build, takes initiative and enjoys working in a fast-paced environment. You possess the ability to collaborate and build strong relationships, both internally and externally, but you aren't afraid to get your hands dirty in the technical aspects of the business. You will be responsible for developing and implementing strategies to drive transfer agent and corporate trust business growth through the acquisition of new clients and expansion of existing client and legal relationships. In addition, you are responsible for the following areas within the company:
Growth:
Develop and implement sales strategies to drive business growth and meet sales targets
Clearly define significant opportunities within target markets and ensure these opportunities are fully pursued.
Identify new business opportunities and potential clients through market research, networking, and other lead generation activities, specifically with law firms.
Maintain up-to-date knowledge of industry trends, competitor activities, and market conditions to inform sales strategies and tactics.
Build and maintain key customer relationships and develop and implement strategies for expanding the company's customer base.
Develop and deliver sales presentations and proposals.
Monitor and report on sales performance, using data analysis to identify areas for improvement and make recommendations for change.
Provide strategic and operational leadership for the organization, working closely with the senior leadership team and broader Sales team.
Collaborate in creating short-and long-term strategic plans
Skills and Experience
5+ years' experience, preferably focused in capital markets, law firm, or consulting
Strong sales experience with proven success
Law firm network
Strong analytical and organization skills
Exceptional problem-solving skills and high attention to detail
Advanced communication skills (written and oral)
Advanced proficiency with Office 365 (Excel, Word, PowerPoint) and Adobe Acrobat
What We Offer:
Paid Time Off: Vacation Days, Sick Days, Birthday off, Bonus Day
Benefits: Extended Health, 401K Matching, Dental, Life Insurance, ADD, Critical Illness, Short Term Disability, Long Term Disability, Employee Assistance Program, $500 Health Care Spending/Lifestyle Spending Account.
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$68k-103k yearly est. 2d ago
Senior Manager, Visa Crypto Solution Sales
Visa Inc. 4.5
San Francisco, CA jobs
Are you passionate about the future of stablecoin payments and driven by opportunities to scale new products and businesses? As the Senior Manager, Visa Crypto Sales & Solutions, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers. This role requires a professional with product, ecosystem, and technical acumen who can interact effectively with clients to both drive and support sales opportunities. The crypto solutions sales team works closely with Visa's crypto product and strategy teams, account managers, risk, legal, and finance to execute sales opportunities. This Senior Manager will be an early team member and involved in shaping Visa's global and regional go-to-market strategies, seller trainings and tools, and providing ecosystem feedback to influence Visa's product roadmap.
Responsibilities will include:
Provide solutioning, problem solving and sales support with key clients, enablers, and other ecosystem partners - operating as a product and blockchain subject matter expert with clients and internal stakeholders
Drive end-to-end deal flow from pre‑sales to pitch to negotiations to drive new activations and channel partnerships for Visa Crypto Solutions
Support implementation projects and coordination between sales, product, and operation teams to help Visa clients launch Visa Crypto Solutions (post‑sales support)
Help shape Go‑To‑Market strategy and execution for Visa Crypto solutions at a global level - with clients and working closely with regional counterparts on go‑to‑market and client activities
Support broader training and tooling relative to Visa Crypto solutions intended to replicate the solutioning support model across Visa account and sales teams
This is a hybrid position. Expectationofdays intheoffice will be confirmed by your Hiring Manager.
Basic Qualifications:
8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
Preferred Qualifications:
9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
6+ years of work experience with a Bachelor's Degree or 4+ with an Advanced Degree (e.g. Masters, MBA, JD, MD)
Financial services, crypto, and/or payments industry experience required
High product acumen and solutions mindset
Proven record of implementing strategic initiatives, policies and operational decisions
Ability to form new partnerships and find new sales opportunities in white space, demonstrating commercial creativity and instincts alongside negotiation skills
Strategic thinking and thought leadership with subject matter expertise in stablecoins and blockchain technology
Teamwork, interpersonal & relationship‑building skills, and ability to lead by influence and example
Proven ability to partner, communicate and manage/navigate through multiple disciplines and organizational groups
Experience “managing up”, building Executive Level communications and delivering presentations
Ability to work within a complex and often ambiguous environment, and to influence senior management and other relevant parties
Executive presence, Strong written and oral communication, including large-group presentations
Previous experience in an operating role at a startup or high growth company preferred
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
U.S. APPLICANTS ONLY: The estimated salary range for this position is 169,100.00 to 270,800.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
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$122k-164k yearly est. 5d ago
Head of Sales, NA - SaaS GTM & Growth Leader
Antler 3.7
San Francisco, CA jobs
A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises.
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$140k-214k yearly est. 3d ago
Head of Sales Compensation Denver, CO, United States, New York, New York, United States, San Fr[...]
Gusto 4.5
Denver, CO jobs
At Gusto, we're on a mission to grow the small business economy. We manage payroll, health insurance, 401(k)s and HR so owners can focus on their craft.
About the Role
As the Head of Sales Compensation at Gusto, you will be a key leader and strategic advisor to our Sales leadership, 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 and lead a team of Sales Compensation Analysts.
What You'll Do
Strategic Leadership & Execution: Act as a strategic thought partner on incentive strategy and plan design; develop vision and execute.
Program Ownership: Lead the full lifecycle of sales compensation - planning, design, implementation, training and daily administration.
Team Leadership: Empower a team of Sales Compensation Analysts.
Operational Excellence: Improve efficiency by documenting, optimizing and automating processes.
Compliance & Governance: Implement compensation process controls and educate partners.
Performance & Analytics: Track and report on program effectiveness.
Cross‑Functional Collaboration: Partner with GTM/Sales, Sales Ops, Finance and People teams.
What We're Looking For
Experience: 10+ years in sales compensation design & operationalization; 3+ years in a leadership role within a SaaS environment.
Analytical Skills: Strong analytical and strategic design abilities.
Technical Expertise: Proficiency with Salesforce (SFDC) and Xactly.
Communication & Influence: Persuasive communicator who uses data to tell a story and influences leadership.
Problem‑Solving Mindset: Passion for sales and creative process improvement.
Adaptable & Detail‑Oriented: Highly organized with stakeholder and project management skills.
Compensation
Annual base salary range: $238,000 - $297,500 in San Francisco & New York; $202,000 - $252,500 in Denver and other remote locations. Eligible for an annual variable cash bonus up to 20% and other benefits. Final offer depends on experience.
Office Expectations
On‑site location candidates will work from the office 2-3 days per week (or more depending on role). Non‑office days require a reliable internet connection.
Equal Employment Opportunity
Gusto is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, national origin, sex, age, marital status, disability, veteran status or any other protected characteristic. Gusto considers qualified applicants with criminal histories in accordance with applicable law and provides reasonable accommodations for qualified individuals with disabilities.
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$238k-297.5k yearly 1d ago
Treasury Sales Officer I
Bank of America 4.7
Houston, TX jobs
Houston, Texas;Dallas, Texas; New York, New York; Charlotte, North Carolina
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for the delivery of integrated treasury solutions to clients and prospects that may be in the United States (US) or global. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio and partnering closely with client-facing teammates to consult on sales opportunities. Job expectations include providing product knowledge to deliver the best possible solution to meet the client and prospect's needs.
**Responsibilities:**
+ Ensures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentations
+ Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysis
+ Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growth
+ Participates actively in the Client Management Process (CMP), focusing on client relationship development from growth of new client relationships to deepening existing relationship through thoughtful identification of client needs
+ Fosters digital adoption by driving mobile, digital, and real time payments adoption and manages strategic dialogues around key client centric issues, while leveraging best practices, peer benchmarking, industry data analytics, and solutioning positioning
+ Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure
At Bank of America, each day brings innovation and opportunity. We are dedicated to turning technology advances into treasury solutions for our clients globally - across all segments and industries. We are looking for highly motivated, self-starters who can advocate for our clients in providing liquidity management, payments and receipts, trade and supply chain finance, FX and commercial card services, by complementing high tech with a personalized touch.
Challenge the status quo and influence peers with diverse points of view. Forward thinkers with ability to see what's next in treasury management. The future of treasury management is here at Bank of America. Powered by people. Driven by Technology.
-The Treasury Sales Officer (TSO) will be responsible for managing and aggressively growing treasury revenue across a portfolio of Large Corporate Natural Resource Group (NRG) clients. He or she will partner with Corporate Bankers, Trade, Liquidity, Investment, Foreign Exchange partners and others across the enterprise to develop customized treasury solutions that meet client objectives.
-The TSO will focus on growth of new and underpenetrated client relationships and expansion of existing relationships.
-The TSO will be accountable for revenue growth, profitability, client planning, client calling, portfolio development, pricing strategy, and proposal/presentation development/delivery.
-The TSO will maintain a strong client focus, treasury industry expertise, understanding of the evolving tech, innovation, Energy Transition, and ESG landscape, client subsector expertise and a broad understanding of bank structure and the operational aspects of global cash management products and services.
-The TSO will possess strong communication and interpersonal skills, the ability to influence, lead and mobilize business partners, and appropriate financial acumen.
-The TSO must also be motivated to maintain a consistent level of goal achievement and be willing to challenge themselves.
**Required Qualifications:**
+ Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds
+ Authentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities
+ Innovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quo
+ Confident and Agile: Seeking strong communicators who value giving and receiving feedback, easily build relationships, and who are quick thinking, flexible, and always learning and sharing knowledge
+ Excellent verbal/ written communication and presentation skills
+ Proven negotiation and active listening skills
+ Proven business development and relationship management skills with a corporate client set.
+ Excellent critical/strategic thinking and problem resolution skills
+ Broad and deep treasury / cash management industry experience, including gloal product knowledge and industry trends
+ Ability to demonstrate creative thinking while adhering to guidelines
+ Strong business/financial acumen
+ Proven ability to foster strong partnerships within the core team and the ability to build trust and market differentiating relationships with clients.
+ Strong time management and prioritization skills
+ Ability to effectively manages risk while balancing the needs of the client, the team, and the bank
+ Able to effectively work as an individual contributor as well as a supportive and collaborative team member, proactively engaging and mobilizing internal partners in a fast paced environment
+ Strong executive presence both internally/externally
**Desired Qualifications:**
+ Intrinsically motivated to continuously improve processes and/or one's own education
+ Ability to lead small groups while effectively delegating tasks
+ Exercises the desire to mentor and sponsor other Associates
+ Certified Treasury Professional certification or equivalent
**Skills:**
+ Account Management
+ Business Development
+ Client Management
+ Client Solutions Advisory
+ Customer and Client Focus
+ Critical Thinking
+ Portfolio Analysis
+ Presentation Skills
+ Relationship Building
+ Sales Strategy
+ Coaching
+ Collaboration
+ Oral Communications
+ Prioritization
+ Prospecting
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
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Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$114k-143k yearly est. 2d ago
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