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Job Description: Job Title: Treasury Sales Officer, Global Payments Solutions / Cash Management Services-UK HQ Large Corp Clients Corporate Title: Director Location: London Company Overview 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Location Overview Our London office is based just a stone’s throw from the magnificent St. Paul’s Cathedral on bustling King Edward Street. Here you’ll find modern workspaces and a state-of-the-art auditorium space. In addition, we’re proud to host an onsite restaurant that shares our commitment to sustainability by providing delicious seasonal menus which have been created with the planet in mind. Make sure to take time for yourself and head up to our rooftop terrace and take in the spectacular views across London. Finally, your physical wellness is well-catered for with our onsite gym facilities and medical centre. Job Description Responsible for the delivery of integrated treasury solutions to existing and prospective UK HQ large corporate clients. These include international Cash &amp; Liquidity Management, Transactional FX, Merchant Services, Commercial Card and Trade Finance. Key responsibilities include actively managing and pursuing treasury revenue streams along with increasing product penetration across an assigned portfolio by partnering with stakeholders to consult on sales opportunities. This requires both product knowledge and relationship management experience to deliver the best possible solution. Responsibilities <ul> <li>Primary relationship and sales responsibility for a portfolio of Large Corporate UK HQ clients</li> <li>Build new, or develop existing client relationships to advance business opportunities across the client organisation to deliver new business pipeline and revenue </li> <li>Client calling and leads any GPS revenue enhancing or relationship client facing engagement / presentation including responses to proposals and pitches </li> <li> Consults with clients to drive growth of new client relationships or deepening existing relationship through thoughtful identification of client needs matching bank resources/capabilities against client requirements</li> <li>Leads pricing and negotiation discussions with the client for treasury management products to optimize relationship </li> <li>Client and portfolio planning to drive responsible revenue, balance sheet growth and profitability improvement</li> <li>Partner with bankers, sales partners and product teams across the enterprise to develop customized treasury solutions by identifying new opportunities </li> <li>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</li> <li>Leads, coaches, and develops Treasury Sales Analysts (TSA), Treasury Sales Officers (TSO), and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables</li> <li>Provide client and market feedback to management and business partners for product development </li> <li>Attend industry and client events to represent the bank/ business </li> <li>Maintains an in-depth client focus, treasury industry expertise, client subsector expertise, and a broad understanding of bank structure</li> </ul> What we are looking for <ul> <li>Demonstrates the ability to foster partnerships within the core team and build rapport with client contacts</li> <li>Effectively manages competing priorities while consistently maintaining client satisfaction</li> <li>Effectively manages risk while balancing the needs of the client, the team and the bank</li> <li>Strong international treasury management and working capital experience and product knowledge</li> <li>Ability to work in a high pressure, deadline orientated environment </li> <li>FCA certification and ACT Cert ICM an advantage</li> </ul> Skills <ul> <li>Account management </li> <li>Business / Stakeholder development</li> <li>Excellent oral and written communication</li> <li>Highly numerate with good business acumen </li> <li>Presentations skills </li> </ul> Benefits of working at Bank of America UK <ul> <li>Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner</li> <li>Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons</li> <li>20 days of back-up childcare including access to school holiday clubs and 20 days of back-up adult care per annum </li> <li>The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc.</li> <li>Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services.</li> <li>Access to an Employee Assistance Program for confidential support and help for everyday matters</li> <li>Ability to donate to charities of your choice directly through payroll and the bank will match your contribution</li> <li>Opportunity to access our Arts &amp; Culture corporate membership program and receive discounted entry to some of the UK’s most iconic cultural institutions and exhibitions.</li> <li>Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.</li> </ul> Bank of America Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well. We are an equal opportunities employer and ensure that no applicant is subject to less favourable treatment on the grounds of sex, gender identity or gender reassignment, marital or civil partner status, race, religion or belief, colour, nationality, ethnic or national origins, age, sexual orientation, pregnancy or maternity, socio-economic background, responsibility for dependants or physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience. We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Bank of America

Treasury Sales Officer, Global Payments Solutions / Cash Management Services-UK HQ Large Corp Clients

About Us: At AMETEK Power Quality Solutions (PQS), we are at the forefront of power quality solutions, safeguarding mission-critical equipment in data centers, network closets, and IT closets. Our cutting-edge products and services ensure the reliability and efficiency of our clients' IT infrastructure. Join us and be part of a team that is driving innovation and excellence in the industry! Job Summary: Are you a visionary with a passion for business development and a knack for building lasting relationships? PQS is looking for a dynamic and results-driven Business Development Manager to spearhead our growth in the data center, network closet, and IT closet sectors with power quality and uninterrupted power supply solutions which are manufactured by the Powervar brand of AMETEK. This is not just a job; it's an opportunity to shape the future of IT infrastructure and make a significant impact on our company's success. This role offers a massive opportunity to significantly grow our business and expand our market presence. The sales representative will have a strong understanding of the sales process and excel at generating leads, building relationships, and closing deals. The ideal candidate will be a quick learner who has strong negotiating skills and an ability to showcase the value we bring in a compelling way. Often tasked with giving presentations and attending networking events and trade shows, the sales representative must be both personable and professional with excellent organization and communication skills along with attention to detail and accuracy. Key Responsibilities: <ul> <li>Strategic Channel Partner Development: Identify, engage, and develop strategic channel partners to expand our market reach and drive sales growth. Design and deliver comprehensive training programs for channel partners and end users to ensure they are well-versed in PQS's products and solutions.</li> <li>Develop Key Direct End-User Relationships: Build and nurture strong relationships with key direct decision-makers at end-user organizations to secure long-term business partnerships. </li> <li>Market Research and Analysis: Conduct thorough market research to identify new business opportunities and stay updated on industry trends and competitor activities. </li> <li>Sales and Revenue Growth: Drive sales initiatives with creativity and dedication, surpassing revenue targets and expanding our market footprint. </li> <li>Customer Support: Provide exceptional support to existing clients, ensuring their needs are met and fostering long-term relationships. Travel is expected to be at least 50%.</li> <li>Reporting: Maintain accurate records of business development activities and provide insightful reports to senior management. Maintain client database (via Salesforce) and delegate time accordingly to ensure monthly objectives are met.</li> </ul> Minimum Qualifications: <ul> <li>Bachelor's degree in Engineering, Business, Marketing, or a related field</li> <li>7+ years of experience in business development</li> <li>Knowledge of data centers, network closets, and IT closets</li> <li>Customer relationship management (CRM) system experience</li> </ul> Desired Qualifications: <ul> <li>Business development experience in the IT infrastructure or data center industry with a history of strong performance</li> <li>Knowledge of competitors, plus existing relationships with channel partners and end customers </li> <li>Excellent communication, negotiation, and presentation skills </li> <li>Ability to build and maintain strong relationships with clients and partners </li> <li>Self-motivated, goal-oriented, and able to work independently </li> <li>Proficiency in Microsoft Office Suite, Power BI and CRM software (Salesforce preferred)</li> </ul> What’s in It for You: <ul> <li>Competitive compensation, holiday pay, and paid time off</li> <li>Great benefits package that includes health, vision, and dental insurance</li> <li>401(k), plus matching</li> <li>Flexible spending accounts (FSAs), health savings account (HSA) with AMETEK contribution, life insurance, disability insurance, and family medical leave</li> <li>Employee referral program</li> <li>Tuition reimbursement program</li> <li>Employee assistance program</li> <li>Make a real difference by contributing to the reliability and efficiency of mission-critical IT infrastructure.</li> <li>This role is a unique opportunity to significantly grow our business and expand our market presence, making a lasting impact on the company's success.</li> <li>Opportunities for career advancement within our business unit and across all other AMETEK business entities</li> </ul> Additional Details: Location: This position is a remote role. Up to 50% travel will be required. To learn more about our company and our job opportunities, visit us at: <a href="https://www.ametek.com/careers" target="_blank">https://www.ametek.com/careers</a> To learn more about the business unit you’ll be joining, visit us at: <a href="https://www.powervar.com/" target="_blank">https://www.powervar.com/</a>

AMETEK

Business Development Manager

Job Description: Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Our Specialized Product Sales team is part of the Bank of America Global Payments Solutions organization which provides our clients with best in class innovative cash management and payments solutions. The Specialized Product Sales team is accountable to deliver our payables solutions to the Bank’s corporate, commercial, and business banking clients as well as financial institutions, non-bank financial institutions and public sector entities. This Specialized Product Sales role is responsible for performing proactive lead generation and business development engagements via client engagement and partner collaboration. The candidate will lead formal client engagements for the Bank’s payables offering including sourcing, RFP responses, pricing strategy, formal pitches, software demonstrations, and formal presentation. The candidate will have in depth knowledge of our payables offering across the Global Payments Solutions platform, including Corporate Travel and Purchasing Cards, Virtual Payables, Comprehensive Payables and other B2B payables products. <ul> <li>Own the sales efforts through proactive prospect lead generation and the development and nurturing of client relationships</li> <li>Engage in continuous education to maintain status as a best-in-class subject matter expert with deep understanding of product functionality, value proposition, industry trends and the competitive landscape</li> <li>Write RFI/RFP responses and deliver best and final presentations to clients and their leadership team</li> <li>Create and drive routines with all key business partners such as Product Management, Treasury Sales, Relationship Management, Implementations, Customer Service, Product Sales, and executive leadership</li> <li>Brief senior leaders on sales efforts, deal overview and strategy to win</li> <li>Be the voice of our clients to drive innovation and enhancements to our product offering on a regular and formal basis</li> <li>Partner with the broader bank organization to gain access to senior level contacts within prospects/client</li> <li>Conduct and lead client presentations to all levels of client organizations, including senior treasury, finance, purchasing and travel management teams via video conferencing and collaboration sites, by phone or in-person</li> <li>Perform platform/technology demonstrations and communicate features and benefits to clients</li> <li>Price deals and lead pricing and contract negotiations with clients</li> <li>Develop and deliver internal training sessions on products, services and value propositions to Treasury Sales and Relationship Management Teams, and other business partners</li> <li>Represent the organization at internal and external client conferences and trade shows, and generating new leads for Card and Comprehensive Payables business</li> </ul> *Required Skills: “Must” have these skills to be minimally qualified. <ul> <li>BA/BS Degree or equivalent work experience</li> <li>Minimum 3 years of experience in the payables marketplace, with an understanding of the competitive landscape and regional marketplace variations</li> <li>Global Commercial Card &amp; Comprehensive Payables subject matter expertise, in sales, account management or product role</li> <li>Sales experience within a large, global financial institution</li> <li>Knowledge of treasury management and card and comprehensive payables services</li> <li>Project management skills</li> <li>Experience in Accounts Payable</li> <li>Proven ability to work in a demanding, fast-paced global environment</li> <li>Experience working within a highly matrixed organization</li> <li>Strong communication skills, both verbal and written</li> <li>World-class presentation skills</li> <li>Proven leadership skills across multiple organizations</li> <li>Ability and desire to think creatively to deliver business results, both independently and as part of a team</li> <li>Experience leading technology demonstrations and discussions</li> <li>Ability to manage multiple projects simultaneously</li> <li>Skilled in working with Microsoft Office applications</li> </ul> Shift:1st shift (United States of America) Hours Per Week: 40

Treasury Product Sales Manager  - Global Payments Solutions

Mental Health Association

Human Resources Business Partner

Are you ready to kick-start your career in sales and help businesses thrive? City Wide Facility Solutions is looking for a driven and energetic Sales Associate to join our growing team!As a Sales Associate, you’ll be the first point of contact for potential clients, working in a fast-paced, highly productive, sales-driven environment. Your mission? Aggressively prospect for business, generate leads, and build a robust sales pipeline while working closely with our account managers and sales team. You’ll be responsible for establishing and nurturing profitable relationships with clients, setting the stage for long-term success.What Makes This Role Exciting? <ul> <li>You’ll connect with business owners and decision-makers, introducing them to our industry-leading facility solutions. </li> <li>You’ll play a critical role in business development, helping shape sales strategies and drive company growth. </li> <li>You’ll work in a high-energy, supportive environment that balances coaching, teamwork, and fun while celebrating your success! </li> <li>We provide comprehensive training and clear career paths—this role is designed for you to grow into a Sales Executive within 12-16 months!</li> </ul>Why City Wide?We believe in investing in our team. From competitive base salary + performance-based incentives to ongoing training and career growth opportunities, the sky’s the limit for your success! If you have a passion for sales, a can-do attitude, and the drive to excel, we want you on our team!Let’s connect and take your career to the next level at City Wide Facility Solutions! <ul> <li> Proven academic excellence- you have at least an Associate's degree or bring along equivalent experience in sales or customer service.</li> <li> A tenacious, go-getter mentality—you love a challenge and thrive on winning! Strong communication skills with the ability to lead presentations and build lasting relationships. </li> <li> Previous experience in sales or customer service is a plus, but not required—we’ll train the right person! </li> <li> Self-motivation &amp; organization—you can manage multiple prospects and follow through on leads. </li> <li> Tech-savviness—comfortable using Microsoft Office (Word, Excel, Outlook) and adapting to CRM tools. </li> <li> A valid driver’s license and reliable transportation. </li> </ul>This is a Safety Sensitive Position:<ul><li>The selected candidate will be required to pass a pre-employment drug screening and background check.</li></ul> <ul> <li>Base salary of $45K, accompanied by bonuses and commission opportunities!</li> <li>Enjoy mileage reimbursement of up to $600 per month.</li> <li>A robust incentive compensation plan awaits our top achievers!</li> <li>Say goodbye to weekends, overnight travel, and holiday shifts.</li> <li>Opportunities for career growth, with a clear path to a Sales Executive role.</li> <li>Comprehensive Healthcare Plan with City Wide covering a substantial portion!</li> <li>Dental, vision, and supplemental options available.</li> <li>Life Insurance benefits including Basic, Voluntary, and AD&amp;D.</li> <li>Generous Paid Time Off to recharge.</li> <li>Short Term Disability coverage for peace of mind.</li> <li>3% Matching IRA to support your retirement savings.</li> <li>Ongoing Training and Development opportunities to enhance your skills.</li> </ul>

City Wide Facility Solutions

Sales Associate

Job Description: 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: Responsibilities <ul> <li>New sales wins, revenue growth and retention within a predefined portfolio as a corporate sales consultant across all BofA markets – across treasury, trade and FX</li> <li>Engage key decision makers of the largest and most demanding clients advancing the relationships from 1) access 2) dialogue 3) material relationship 4) pipeline 5) mandate, to 6) strategic advisor</li> <li>Pro-active approach to sales, sending unsolicited proposals, lead client engagement and pitches / presentations</li> <li>Respond to RFPs (request for proposal)</li> <li>Constantly review client names to ensure that the names achieve and maintain hurdle profitability levels or exit the relationship based on the Bank’s business objectives.</li> <li>Identify and implement revenue opportunities for names assigned via cross-sell opportunities through ongoing discussions with clients</li> <li>Work with implementation and services teams to ensure a smooth implementation and high client satisfaction</li> <li> Ensure timely resolution of relationship-sensitive client servicing issues within the organization and act as the senior escalation point in relationship-sensitive key service issues</li> <li>Completion of ad-hoc projects related to names and accounts</li> </ul> Requirements <ul> <li>Relevant cash and trade sales or relationship management experience within a top tier international bank</li> <li>Proven track record in managing complex cash and trade deals for large local corporates and multinationals </li> <li>Excellent written and oral communication skills, both English and Mandarin Chinese</li> <li>Strong presentation skills</li> <li>Strong inter-personal and organizational skills</li> <li>Able to successfully develop and maintain collaborative working relationships</li> <li>Strong financial skills</li> <li>Knowledge of Corporate Treasury functions</li> <li>Strong client engagement skills with an unwavering focus on client satisfaction and growing business</li> <li>A strong team player who understands how to leverage various businesses functions/partners to drive business growth and support the US client management and sales teams</li> <li>Willing to travel cross-regions and within the region.</li> <li>Strong PC skills (Word, Excel, PowerPoint, etc.)</li> </ul> Behavorial Qualifications <ul> <li>Inclusive and Inspiring: Seeking motivating team players who value collaboration, celebrating shared success and who actively seek and appreciate diverse thoughts and backgrounds</li> <li>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 </li> <li>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 </li> <li>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</li> <li>Bank of America is an equal opportunities employer.</li> </ul>

Vice President/Director, Treasury Sales Officer (Corporates), Global Payments Solutions, Hong Kong

Job Description: 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 a diverse and 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Role will require managing a team of Treasury Sales Officers and Treasury Sales Associates based in Singapore, Malaysia, Philippines, Indonesia, and Thailand (noting the Vietnam client base is covered out of Singapore). Coverage focus is Financial Institutions and non-bank financial institutions at a time of tremendous opportunity and change. These clients are innovative, moving quickly in adopting new products, acclimating to extensive technology trends, and our team needs to provide thought leadership, client advice on tailored solutions in this changing landscape. The head of FI Sales SEA is responsible for coordinating and directing treasury management sales activities to include development of new business, expansion of existing business with strong focus on responsible growth. Unlimited client contact within the region with clients headquartered in SEA, and with those headquartered elsewhere globally with a meaningful presence in SEA. Additionally, the individual must be well versed with our Treasury Product Solutions suite to assist in the assessment of new solution sets in conjunction with the economic trends. Role reports into the Head of APAC FI Sales Additional responsibilities include: <ul> <li>Responsible for hiring best in class talent and ensuring we have a motivated and driven sales team. Responsible for development of sales strategy for FI SEA sector to maximize growth within risk parameters and optimize relationship profitability and executing upon it via the front line sales and sales support who deliver integrated treasury solutions to the Global Corporate Banking and GPS client base.</li> <li>Responsibility to closely partner with Product, Region Heads, Markets, Investment Banking, Corporate Bankers and Risk globally.</li> <li>Resource and performance management including hiring, setting team and individual goals, performance management, compensation input and other HR related matters.</li> <li>Influences the team through effective leadership that includes presenting a strategy for the team, coaching, leading through example, role model for teamwork, communication, and collaboration.</li> </ul> Required Skills: <ul> <li>15+ years of experience in serving and selling sophisticated treasury and payment solutions to FIs, Insurers, Asset Managers and other NBFI clients, with a proven track record in developing and maintaining collaborative working relationships </li> <li>Strong business, commercial and origination skills</li> <li>Strong executive presence both internally/externally. In depth knowledge of USD clearing, regulatory matters relating to the sector, Swift, Real Time Payments, blockchain alternatives and the changing landscape of global payments</li> <li>Excellent communication and writing skills</li> </ul> Desired Skills: <ul> <li>Strong risk identification and management skills</li> <li>Ability to navigate rapidly changing competitive and technological landscape</li> <li>Solid strategic thinking to create and advance global treasury solutions with clients</li> <li>Team player and ability to work in fast paced environment</li> </ul>

Managing Director, Head of FI Sales SEA, Global Payments Solutions

The Director of Sales for North America (NA) is responsible for leading the regional sales in driving revenue and maximizing sales volume by developing and executing strategic plans to achieve sales targets and expand our customer base. Building and maintaining strong, long-lasting customer relationships is a critical component. This role works closely with other internal departments and several external parties. What you will do: <ul> <li>Develop and implement strategic sales plans to meet business unit and division goals. Investigate and establish sales potential for specific markets and aid in development of a sales plan for the profitable penetration of the market including products, business potential, pricing, competition, logistics and channels. </li> </ul> <ul> <li>Direct sales forecasting and budgeting activities and sets goals accordingly. Recommends or approves budget and expenditures.</li> </ul> <ul> <li>Assists direct sales team with account strategies, territory planning and administrative responsibilities to grow the regional business within existing accounts and to insure a high level of customer satisfaction is maintained.</li> </ul> <ul> <li>Acts as the quoting &amp; pricing authority for OEM/distributors within company policies.</li> </ul> <ul> <li>Manage and perform sales administration relative to assigned accounts; align product pricing to applicable market levels.</li> </ul> <ul> <li>Works with regional sales team and applicable internal departments on the review of customer specifications, prints and other customer documents to develop and prepare cost estimates or projected increases in production from the customer’s use of proposed products.</li> </ul> <ul> <li>Works closely with key decision makers, such as purchasing, engineering, management, or other professional and technical personnel to value sell and drive profitable sales growth.</li> </ul> <ul> <li>Provides direction and assistance to sales team towards the successful introduction of new products and analyses of sales and marketing procedures. Works closely with Product Management and Marketing and makes recommendations for sales procedures including analyses of regional pricing vs. competition and discount policies and recommendations to increase profitability and market penetration.</li> </ul> <ul> <li>Administer existing contracts and agreements and establish others as required. Perform contractual and commercial negotiations.</li> </ul> <ul> <li>Act as a liaison with other departments to ensure that customer orders are shipped on a timely basis, correctly, and via the most economical routing consistent with the needs of the customer.</li> </ul> <ul> <li>Ensure adequate flow of information from the business to the customer.</li> </ul> <ul> <li>Represent the business at trade shows and meetings.</li> </ul> <ul> <li>Deliver sales presentations to key clients, assist with maintaining relationships, negotiations, and closing deals.</li> </ul> <ul> <li>Prepares and presents sales reports and data as required.</li> </ul> <ul> <li>Monitor and evaluate activities of competitors.</li> </ul> We are looking for: <ul> <li>Bachelor's degree (BS or BA) from four-year University; or equivalent combination of education and experience.</li> </ul> <ul> <li>Minimum 3 years’ direct leadership experience required.</li> </ul> <ul> <li>Excellent interpersonal skills required.</li> </ul> <ul> <li>Excellent working knowledge of sales and marketing principles required.</li> </ul> <ul> <li>Demonstrated track record of sales quota over-achievement. </li> </ul> <ul> <li>Experience prospecting, driving, orchestrating, and closing complex sales cycles required.</li> </ul> <ul> <li>Track record of understanding product and ideas quickly. </li> </ul> <ul> <li>Ability to travel domestically and internationally.</li> </ul>

Director of Sales, Americas

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: The Business Development Specialist is responsible for generating new business from both new and existing clients. Builds and maintains a qualified network of prospects by consistently engaging with internal and external centers of influence and referral sources. Proactively generates leads and referrals through centers of influence, intimate events, referral alliances, targeted seminars, strategic networking, sourcing and introductions from current clients and relationships, and through use of company-approved, scrubbed lead lists. Manages client acquisition pipeline to track prospects and leads from inception to on-boarding. Drives cross LOB initiatives to maximize impact with clients and new business opportunities. Serves as an extension of the advisor team(s) for all things related to prospecting across the market to include sourcing and providing proactive leads through daily client acquisition strategies, assisting with execution of advisors business development plans, navigation and accurate communication of prospect channels, understanding of guidance on privacy policies and regulations, and having extensive knowledge of tools used to identify and validate new prospects. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. This role is an FA Paid Resource. This role specifically provides events and marketing support to the business of the Venture Services Group (VSG). This includes leading and executing on the team’s annual PE CFO Conference, internal/external events, seminars, sponsorships, marketing and social media presence, etc. Venture Services Group is focused on serving the Global Venture Capital (VC) and Private Equity (PE) communities by offering a specialized brokerage platform to meet their unique requirements and complexities. The group’s founding partners helped pioneer monetization techniques (including stock distribution) exclusively for PE clients and helped bring it as a concept to VC. Over three decades later, VSG has grown to a team of more than 50 skilled professionals, providing comprehensive services for Funds, their Limited and General Partners, and their portfolio companies. VSG is based in six U.S. offices (San Francisco, New York, Boston, Phoenix, Miami, and Newport Beach) and is committed to offering their experience at every stage of the Fund’s lifecycle, as well as to their Partners and portfolio companies. Required Qualifications: <ul> <li>Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support</li> <li>SAFE Act Registration; ADV-2B Required</li> <li>Maintain at least one firm approved designation</li> <li>Possess and demonstrate strong communication skills</li> <li>Understanding of how to deliver a strong overall client experience</li> <li>Thorough knowledge and understanding of the suite of Wealth Management products and services</li> <li>Ability to identify opportunities for business growth, develop strategic initiatives and drive to achieve desired results / track success</li> <li>Strong partnership and relationship management skills with ability to analyze and prioritize leads / referrals that maximize team business development strategy</li> <li>Ability to make sound decisions by having a deep understanding of acquisition best practices and policies/procedures</li> <li>Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way</li> <li>​Proven ability to manage risk and make sound decisions​</li> </ul> Skills: <ul> <li>Event planning and/or marketing knowledge and experience preferred</li> <li>Comfortable handling administrative tasks associated with events and marketing</li> <li>Strong time management, follow-up, and organizational skills</li> <li>Ability to multi-task and prioritize in order to meet deadlines</li> <li>Attention to detail</li> <li>Positive and professional attitude</li> <li>Ability to work both independently as well as collaboratively</li> <li>Team player mentality</li> <li>Strong sense of ownership/responsibility</li> <li>Digital Marketing</li> <li>Digital Marketing</li> <li>Pipeline Management</li> <li>Prospecting</li> <li>Client Solutions Advisory</li> <li>Referral Identification</li> <li>Sales Strategy</li> </ul> **The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:1st shift (United States of America) Hours Per Week: 40

387 Sales & Business Development Jobs