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Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Estate Settlement Advisor within PNC Private Bank, you will be based in Millburn, NJ. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Engages in fiduciary decision-making by executing the terms of any will or document in which PNC serves as executor or trustee, including estate settlement trusts and other estate-related trusts. Acts as a market or region estate settlement authority. Provides estate administration and related relationship management services for the most complex estates in an assigned book of business and serves as a specialized fiduciary expert for estates in those relationships., • Engages in the most complex estate administration, including addressing special assets, liquidity and concentrated holdings; assisting in resolution of family/beneficiary conflicts; preserving and conserving estate assets overall; obtaining accurate valuations and meeting all administrative and legal deadlines. Supports the estate settlement business both internally and with Centers of Influence., • Works with external entities to understand, contribute to and implement fiduciary/tax planning strategies and assess financial planning impacts for the beneficiaries. Engages in business-retention and sales opportunities., • Ensures and coordinates the preparation of appropriate tax returns and court or other state-required filings for the estate and the decedent. Administers estate settlement trusts and other estate- related trusts., • Serves as a subject matter resource for the estate settlement team, fiduciary and market leadership. May serve as a point of escalation for problem resolution and stand as a proxy for fiduciary leadership. Assists in determining work assignments of other estate settlement advisors. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsDecision Making, Finance Strategy, Investment Management, Legal Practices, Real Estate Settlements, Revenue Recognition, Risk Assessments CompetenciesAccount Management, Accuracy and Attention to Detail, Business Development, Effective Communications, Fiduciary Responsibilities, Problem Solving, Regulatory Environment - Financial Services, Selling. Work ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Pay Transparency Base Salary: $80,000.00 – $224,250.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Application Window Generally, this opening is expected to be posted for two business days from 03/17/2026, although it may be longer with business discretion. Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Product Marketing Manager is responsible for driving initiatives that shorten the sales cycle through enhanced brand awareness and compelling storytelling, with a specific focus on the mortgage sector. Lead product demonstrations at trade shows and webinars, delivering engaging presentations to cust

Merrill Advisor Development Program - Financial Advisor: Park Ave Market New York, New York To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Advisor-Development-Program---Financial-Advisor--Park-Ave-Market_26011371-2) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Advisor-Development-Program---Financial-Advisor--Park-Ave-Market_26011371-2) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Advisor-Development-Program---Financial-Advisor--Park-Ave-Market_26011371-2) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Advisor-Development-Program---Financial-Advisor--Park-Ave-Market_26011371-2) 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. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: Handles inbound inquiries from leads regarding Merrill offerings Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Skills: Business Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions Advisory Emotional Intelligence Referral Management Trading 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 your immediate termination. 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. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088EEOCKnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . 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.

Description & Requirements Bloomberg's Multi-Asset Risk System (MARS) offers a comprehensive suite of risk management tools that delivers consistent, consolidated results across our clients entire firm. MARS is powered by Bloomberg's world-class pricing library, market data and mortgage cash flow engine enables front office, risk, middle office, collateral managers and other financial professionals to analyze their trading and investment portfolios, manage and mitigate their exposure and ready themselves for any turn of events. What's the role? Bloomberg's Risk Account Managers play an ever-increasing important role in the sustainability, branding and development of the MARS franchise. As a MARS account manager, you will be part of a dedicated portfolio risk sales team and expected to maximize customer retention and identify growth opportunities. You will be leading the vendor-client partnership, documenting customers' business model and technological requirements for each business line / asset class [vertical] and monitoring how Bloomberg's solutions are integrated with customers' technology stack [horizontal]. Throughout your extensive interaction with our clients, you will be expected to identify market trends, competitor landscape and technological improvements, helping sales and product management teams reviewing long-term strategy and vision. We'll trust you to: • Strategically look across your coverage to determine gaps in client's workflow to expand and deepen their usage of our Risk and derivatives Valuations solutions as well as across all Buyside Enterprise Solutions(AIM/PORT/RMS), • Proactively find and monitor at-risk customers to defend the Bloomberg business, • Manage up-selling campaigns, both self-initiated to achieve business targets and management driven initiatives, • Articulate the features and benefits of Bloomberg enterprise level products in great detail, so that you can act as a partner for your customers., • Contribute innovative ideas that anticipate, and address client needs, • Participate actively in new projects that drive the buy-side business and firm-wide initiatives, • Seek out additional ways to demonstrate leadership and make an impact, such as mentoring, involvement in training, running campaigns, and active involvement in product enhancement You'll need to have: • Previous account management experience buy-side risk management with an ambition and aptitude to move to a client facing role, • Consultative sales approach and experience building relationships with customers, • Excellent interpersonal skills, • Exemplary presentation, training and communication skills in English, • The ability for regular travel, • Good understanding of the global buy-side risk regulatory landscape We'd love to see: • Demonstrated experience on Enterprise risk solutions including API, • Passion about FinTech & RiskReg and curious about new business and technological trends, • Professional working proficiency of an additional European language If this sounds like you: Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this: http://www.bloomberg.com/enterprise/ Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law. Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email amer_recruit@bloomberg.net. Salary Range = 125000 - 185000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns. Discover what makes Bloomberg unique - watch our podcast series for an inside look at our culture, values, and the people behind our success.

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $22 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We are looking for a versatile, detail-oriented Account Operations Manager to bridge the gap between initial sales and long-term client success. In this role, you will be the engine behind our client experience, overseeing everything from technical implementation to ongoing relationship health for our PM + Connect and DART + Non-LOS asset platforms. You are the primary custodian of the client journey once a deal closes, ensuring that technical onboardings are seamless, users are expertly trained, and hurdles are cleared quickly. You'll sit at the intersection of Sales, Capital Markets, and Product, acting as the operational glue that ensures our clients realize the full value of our lending and asset management technology. What You'll Do • Manage end-to-end client and partner onboarding through successful go-live, including user management, roles, permissions, and self-service setup., • Lead product walkthroughs, workflow training, and transaction education while creating all necessary onboarding docs, training materials, and reference guides., • Handle technical provisioning, including API key distribution and access configuration, specifically for Figure Markets and YLDS capabilities., • Serve as the primary technical point of contact for clients, logging and tracking inbound requests and recurring issues., • Triage, route, and own the resolution of bugs, while answering basic loan status or data questions and escalating as needed., • Support the Sales and Capital Markets team on demos and technical Q&A during the sales process and partner on platform-dependent deals., • Own the structured handoff from the Sales and Capital Markets team into the implementation phase. What We Look For • 4–7 years of professional experience in technical account management, implementation, or customer success, preferably within FinTech, Lending, or SaaS., • Proven experience handling technical onboardings, including API key management, user permissioning, and troubleshooting technical workflows., • A track record of owning post-sale relationships, conducting business reviews, and managing account health for institutional or enterprise clients., • Understanding of mortgage or lending lifecycles (LOS), asset management, or structured finance is a significant plus., • A Bachelor's degree in Business, Finance, Computer Science, or a related field preferred. Salary • Base Compensation Range: $110,000 - $148,350/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs This is the compensation range for the role in the United States. Actual compensation may vary based on a candidate's experience, skills, location, internal equity, and evolving business needs. While most offers are generally made within the middle of the range, final compensation is determined based on the factors above. Benefits • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave, • Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Remote

Job Description SVP, Sales Operations Who We Are Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties, as well as DSCR rental loans for long-term investors. We have closed thousands of loans since we began lending, producing more than $3.5 in originations. ABL was acquired by a private equity firm in 2021 and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: • Make Good Loans, • Provide Exceptional Service, Every Time, • Protect The Firm, • Build The Future Role Summary The SVP, Sales Operations is a senior leadership role responsible for building, owning, and continuously improving the operational infrastructure that powers ABL’s sales organization. This is the functional owner of Sales Ops at ABL — not a coordinator or an analyst, but a leader with full accountability for how the sales engine runs. ABL is transitioning to a performance-based sales operating model. That transition requires someone who has done this before: built the systems, designed the processes, and led organizations through the discipline of data-driven sales management. This leader will establish what does not yet exist, fix what is broken, and set the standard for how a high-performing sales organization operates at scale. This role reports to the Head of Sales and operates with significant autonomy and authority. It is not a support function — it is a strategic leadership position with direct impact on revenue, operational efficiency, and ABL’s long-term competitive positioning. What You Will Own Sales Infrastructure & Standard Work • Design and implement the full operating framework for ABL’s sales organization — from lead to close to post-close handoff, • Define role-specific standard work for every layer of the sales organization: Loan Officers, Branch Managers, Regional Directors, Sales Assistants, and Inside Sales, • Build and maintain playbooks that capture best practices, codify expectations, and make institutional knowledge transferable and scalable, • Establish operating cadences at every level — daily activity standards, weekly reviews, monthly performance cycles — and hold the organization accountable to them, • Identify where process gaps are causing revenue leakage or execution inconsistency and fix them CRM Ownership & Data Integrity • Take full ownership of HubSpot as the system of record for all sales activity — pipeline, deal data, contact records, and reporting, • Establish and enforce pipeline definitions, deal stage standards, and data entry requirements across the organization, • Build accountability structures that ensure data quality is maintained, not just corrected after the fact, • Own lead routing, attribution logic, and dispute resolution — these must be clean, documented, and not subject to interpretation, • Partner with Technology on CRM integrations, enhancements, and rollouts; serve as the business-side decision-maker for all Sales Ops–related system changes Technology Launch Ownership • Serve as the business owner for all technology launches that touch the sales organization — not a reviewer or a stakeholder, but the accountable party responsible for readiness, adoption, and outcomes, • Own the sales-side launch plan for any platform rollout: user readiness, training, workflow integration, data migration, and go-live validation, • Ensure that no technology goes live for the sales team without a clear operating model in place for how it will be used, measured, and supported, • Partner with Technology leadership during build and configuration phases to represent the sales organization’s operational requirements — and hold vendors and internal teams accountable to delivering against them, • This accountability extends across all platforms — LOS, servicing systems, borrower and broker portals, internal tools, and any future technology investments that affect how the sales team operates, • Post-launch, own adoption monitoring and course-correction; a successful launch is measured by utilization and outcome, not go-live date Reporting, Analytics & Forecasting • Build and own the reporting infrastructure that gives sales leadership, Finance, and the CEO real-time visibility into pipeline health, production, and team performance, • Develop and maintain forecasting models that produce reliable, branch-level projections — not approximations, • Track and report on KPIs across all sales roles and tiers: pull-through, conversion, pipeline aging, fallout, cycle time, and volume, • Surface insights proactively — the expectation is that leadership learns about problems from this role before they become crises, • Own the monthly sales reporting package delivered to Finance and the CEO Branch P&L & Financial Alignment • Lead the build-out of branch-level P&L reporting in close partnership with Finance, • Develop the tracking infrastructure, data inputs, and reporting cadence needed to make branch economics visible and actionable, • Serve as the operational bridge between sales production data and financial performance analysis, • Support Finance in building the model that enables ABL to evaluate branch and regional profitability consistently Team Leadership & Development • Hire, lead, and develop the Sales Operations function as it grows — beginning with the Sales Operations Manager (L5/L6) and expanding as the business scales, • Set clear expectations and performance standards for the Sales Ops team; model the discipline and rigor expected across the sales organization, • Build a team culture grounded in accuracy, accountability, and proactive problem-solving, • Develop internal talent and create a function that grows in capability alongside ABL’s growth Cross-Functional Leadership • Serve as the senior Sales representative to Operations, Underwriting, Finance, and Technology on process, systems, and performance matters, • Drive resolution of cross-functional friction that slows deal progression or creates execution inconsistency — at the root, not the symptom, • Participate in and influence product and technology governance decisions that affect the sales organization, • Partner with the Head of Sales to translate strategic direction into operational reality; serve as the operational counterpart to sales leadership’s market-facing work What Success Looks Like Within the first 90 days: • A clear-eyed diagnostic of where the gaps are — systems, data, process, and people — with a prioritized action plan presented to the CEO, • Active relationships with the Head of Sales, Finance, Operations, and Technology leaders, • HubSpot audit complete with a data remediation and governance plan in motion Within the first 6 months: • Core playbooks drafted and in use for at least three sales roles, • Sales reporting package live and actively used by leadership for decision-making, • Pipeline data materially cleaner with accountability structures in place, • Forecasting template functioning and producing reliable inputs to Finance Within the first year: • Full operating framework in place across all sales roles and regions, • Branch P&L infrastructure built and in active use, • Sales Ops recognized internally as a trusted, reliable, and indispensable partner, • The function is staffed, structured, and operating with the independence appropriate to an L7 owner Qualifications • 8+ years of progressive experience in sales operations, revenue operations, or a related function — with at least 3 years in a senior leadership capacity, • Demonstrated track record of building sales operations infrastructure from an early-stage or underdeveloped state, • Deep HubSpot expertise: pipeline governance, workflow automation, reporting, data quality, and CRM administration, • Strong command of sales forecasting, dashboard development, and performance analytics, • Experience leading and developing a team, with the ability to hire, onboard, and grow talent, • High proficiency in Microsoft Excel or Google Sheets; familiarity with BI tooling a plus, • Experience working cross-functionally with Finance, Technology, and Operations leadership, • Exceptional communication skills — able to translate complexity into clear guidance and present credibly to senior leadership, • Highly organized with strong follow-through and the instinct to close loops, not just open them Preferred Qualifications • Background in hard money lending, bridge financing, private lending, or mortgage, • Experience building or managing branch-level P&L structures, • Exposure to scaling a sales organization through a PE-backed growth phase, • Experience with process improvement methodologies and change management

Job DescriptionNew York Life Manhattan General Office located in the financial district is seeking for professionals who want to build an insurance & financial business with the potential to earn an average first year income of $100,000, set their own pace and maintain a flexible schedule. We are looking for people who live in the New York area for at least 1 year.Dedicated to serving their communities we are looking for people with a great drive to succeed, the passion to make a difference and the desire to love what they do.Our Financial Services Professionals help clients identify and achieve their financial goals. In addition to superior life insurance and annuity products, registered representatives can offer a comprehensive array of financial products and services to help clients develop a sound, long-term investment strategy.If you've never considered a career in insurance and financial sales, that's okay! Our Financial Professionals arrive with diverse career backgrounds including education, coaching, athletics, military, finance, banking, mortgage, and real estate. We provide the training, the resources and the specialized marketing support to help you establish your business and stand behind your efforts. New York Life's family of companies offers life insurance, retirement income, investments and long-term care insurance and annuities.Our nationwide team consists of leaders in insurance, investments, estate, family and business planning. In addition to sales aptitude or experience, the ideal candidate should be community-minded, have a competitive spirit, and possess excellent communication skills, as well as outstanding character and integrity.Job Requirements You do not need sales, business development, marketing or insurance experience to begin your road to success in this role! All you need is passion and a desire to make a difference.We are looking for people who possess the following background/characteristics:Must be living in the New York area for at least 1 year Four-year college degree, or higher, preferred but not necessary.Bilingual Portuguese and/or Spanish speaking preferred, but not necessary. Entrepreneurial Spirit. Life and Health Insurance License preferred, but not required Previous Sales Experience preferred Financial Industry background not required Outgoing personality with the ability to develop relationships Fearless, positive attitude, and willingness to be accountable for results.Organized, detail-oriented, and excellent time-management skills Desire for continuous learning. Good communicator with excellent listening skills and ability to explain complex information in a simple and concise manner.Highly self-motivated and self-disciplined with ability to work effectively with little or no supervision Here is what distinguishes this opportunity with New York Life:Career Advancement - After two years as a successful agent, additional opportunities that may be available include: partner, development manager, product consultant, and Home Office opportunities in recruiting, marketing, or training.Training - NYLIC University is one of the most comprehensive and well-respected training programs in the industry.Benefits Include We offer a comprehensive benefits package that includes:Health/Dental/Life/Disability from day one 401(k) plan after one year of service and Pension Plan Continuing education reimbursement Reimbursement for industry designations Discounts from major wireless carriers Local discounts (based on location) for gym memberships At New York Life we strive to be the best every day, the same as you. Here are just a few of our recent recognitions: Ranks #86 on the Fortune 500 list for 2012.Profiles in Diversity Journal - 2011 Diversity Leader Award 2011 National Association for Female Executives (NAFE) Top 50 Companies for Executive Women.Corporate Equity Index - 2011 Best Places to Work for Lesbian Gay Bisexual Transgender (LGBT) Equality Take the first step to your future success and by becoming a part of "the company you keep!"This an opportunity located in the Financial District area of Manhattan

Job Description About the Opportunity This is an opportunity for a highly motivated and results-driven Real Estate Brokerage Sales Manager with a strong background and a keen understanding of the real estate market to join a reputable and successful national real estate company. The Sales Manager is responsible for motivating and leading a team of real estate sales associates in their office. In addition, the Sales Manager handles the recruiting to promote office growth, as well as the training to ensure the success of their sales associates. About the Company A nationally renowned and long-standing brand for over 50 years, our client has built their company around helping people achieve their visions of the future smoothly and with as little stress as possible. Equipped with outstanding tools for their agents to build and grow their careers, the company offers both agents and clients a high-touch, seamless experience. Job responsibilities include, but are not limited to, the following: Management and Leadership: • Leads all residential sales activities within a branch office, • Promotes the Company's Internal services and products, including those relating to mortgage, insurance, financial, and title, • Accountability for achieving branch office production and performance goals, • Leads weekly sales meetings to help Sales Associates achieve goals, • Oversees agent participation in the Internal Lead Network Program, • Oversees agent participation in the Internal Rental Network Program, • Conducts weekly training and call sessions Recruiting: • Manages the recruiting process for both new and experienced Sales Associates, • Reports progress to the Vice President on all recruiting and retention activities Marketing: • Maintains an active role in the execution of our significant local marketing/advertising, • Oversees direct mail/Farming programs, • Uses the Marketing Resource Center to customize key sales tools and brochures Other: • Implementing and managing various programs established by the company to achieve objectives, • Demonstrates mastery of key sales tools within the office and trains Sales Associates on the use of the following tools, including but not limited to: Getting to Know You; Listing Presentation; Price Trend Analysis; Market Update; Buyer Consultation, • Responsible for conditions and maintenance of the office grounds and supplies, • Performs other duties as assignedRequirements:, • High school diploma or GED, • Associate's or Bachelor's degree preferred, • State of NJ real estate license is required; local knowledge of Bergen County is preferred, • A real estate broker's license, • Valid driver's license with access to reliable transportation is required, • Five (5) or more years as a successful real estate Sales Associate preferred, • Sales experience in the local market a plus, • Real estate sales management experience is a plus, • Knowledge of all state and federal rules and guidelines pertaining to real estate transactions, • Proven ability to motivate and lead a team, • Good mentoring skills, • An energetic, positive, and professional demeanor, • Excellent communication, leadership and organizational skills with the ability to efficiently organize and set priorities, • Excellent presentation skills; ability to present to a large and diverse audience, as well as to a small group, • Ability to interact with all levels of management and the general public, • Ability to identify, analyze and logically solve problems quickly, • Proficiency in Microsoft Office suite of products and knowledge and ability to use typical office equipment Benefits: Competitive Compensation package Medical & Dental insurance 401(k) with match Life Insurance Supplemental Benefits Paid time off Work Location: In-Office, Full Time $80,000 - $100,000 Base Salary Plus Bonus Incentives based on production, company dollar, and office bonus

Job Description About Antler Antler is where founders come to go further, faster. Antler is the world’s most active early-stage investor, backing exceptional people at the very start of their journey — and supporting them from inception to scale. Across 27 cities worldwide—including New York, San Francisco, London, Berlin, Bangalore, Singapore, Seoul, and Sydney—the firm helps founders remove the barriers to building by connecting them with world-class peers, validating business models, and providing initial capital. For founders who go on to build breakout companies, Antler Elevate—the firm’s flagship, emerging growth fund—invests beyond the early stages. To date, Antler has backed more than 1,900 startups globally across a wide range of industries and technologies with the goal of backing more than 6,400 by 2030. Antler runs a highly structured and thorough due diligence process to assess early-stage opportunities at scale. Through Antler’s structured investment approach, Antler gains a deep understanding of their strengths, scale of ambition, grit, and passion. A global network of advisors and domain experts helps further validate their business models, giving unique insights into founders’ potential. Antler is backed by institutional investors, including asset managers, life insurance companies, sovereign wealth funds, wealth managers, alongside unicorn founders and family offices. The board is co-chaired by Sheila Patel, former Chairman of Goldman Sachs Asset Management, and Tore Myrholt, former EMEA Chair of McKinsey, and the advisory board includes James Anderson, Chairman of Kinnevik and former co-manager of the Scottish Mortgage Investment Trust at Baillie Gifford; Peter Harrison, former CEO of Schroders; Ken Hitchner, former Chairman and CEO of Goldman Sachs APAC; Nancy Zimmerman, Co-founder and Managing Partner of Bracebridge Capital; David Fischer, former Chief Revenue Officer at Facebook; Todd Ruppert, former CEO of T. Rowe Price Intl and former Y Combinator Partner and serial entrepreneur Aaron Harris. North America is a critical growth market for Antler, both as a source of world-class founders and as a key LP fundraising geography. The firm is now investing meaningfully in its North American capital formation capabilities to match the scale of its global ambition. The Role This is a foundational hire and pivotal moment for Antler in North America. We are looking for a Head of Capital Formation to own and scale fundraising across the region - leading institutional capital raising while helping shape the next phase of Antler’s platform. This is not a stewardship role; it is a build role. You will lead fundraising across institutional LPs, family offices, and strategic investors, driving commitments into Antler’s global fund platform. At its core, this is a senior sales leadership position - combining relationship depth, execution intensity, and meaningful strategic ownership. You will be Antler’s most senior capital markets leader in North America, partnering directly with our global Managing Partners to set and execute regional fundraising strategy, open new investor channels, and convert momentum into closed capital. This role will suit someone coming from a senior capital formation or distribution background within asset management who is excited to trade infrastructure for impact. You won’t inherit a large team, a polished machine, or layers of support - you will help build them. Expect to be deeply in the work: originating, pitching, travelling lean, and closing. You will build and lead a small, high-performing capital team, setting the tone for a culture defined by ownership, rigour, performance and accountability. The right candidate brings: • an established North American institutional LP network, • a track record of closing complex fund commitments, • and the entrepreneurial mindset to operate at senior level without corporate scaffolding Key Responsibilities 1. Capital Raising & Origination (Core Sales Function) • Lead and deliver against North America fundraising targets across Antler's fund suite, including flagship regional and global vehicles, thematic strategies, and co-investment opportunities., • Manage the full fundraising cycle from prospecting and origination through qualification, pitching, due diligence management, and close., • Build and maintain a high-quality, well-segmented pipeline of institutional investors, endowments, foundations, pension funds, family offices, sovereign wealth funds, and strategic corporates suited to Antler's fund products., • Lead term negotiation and closing processes, including side letters, subscription documentation, and partnership structuring where required., • Establish and convert strategic LP partnerships that expand Antler's footprint and distribution capabilities in the region., • Provide a clear, data-driven view of the NA fundraising pipeline, reporting regularly to global Capital Team leadership on progress, risks, and opportunities. 1. Investor Relations & External Representation • Serve as the primary relationship owner for North American LPs across the full investor lifecycle — from prospecting through ongoing stewardship., • Maintain consistent, high-quality engagement, ensuring Antler remains top-of-mind and investors are well-informed on fund performance, portfolio developments, and strategic direction., • Represent Antler externally at investor meetings, industry forums, conferences, panels, and other targeted events, acting as a credible and authoritative voice on early-stage venture, emerging managers, and private markets., • Expand Antler’s reach by building and leveraging a network of advisors, gatekeepers, consultants, and other capital market intermediaries., • Act as a brand ambassador for Antler’s mission, investment thesis, and portfolio — translating complex strategies into clear, differentiated narratives that engage prospective LPs. 1. Team Leadership & Management • Build, lead and develop a team of 3+ Capital professionals in North America, setting clear targets, priorities, and performance standards., • Foster a high-performance, collaborative team culture aligned with Antler's global values and the professionalism expected of a world-class capital markets function., • Actively coach and mentor team members, supporting career development and technical skill-building in fundraising, LP relations, and deal structuring., • Allocate coverage responsibilities and manage team workflow to ensure the LP pipeline is efficiently worked, and no relationship falls through the cracks., • Work collaboratively with global Capital Team colleagues to share intelligence, align on messaging, and contribute to a One-Antler approach to fundraising., • Balance strategic oversight with active participation in day-to-day fundraising execution. 1. Product Strategy & Market Insight • Partner with global Managing Partners and the Capital Team to influence design and positioning of fund products that resonate with North American LPs and enable Antler to continue to scale., • Translate LP feedback into actionable input for fund design, structuring, and commercial strategy., • Support the development of compelling pitch materials, fund documentation, data rooms, and LP due diligence responses in collaboration with the IR, Legal, and Finance teams., • Identify opportunities for new partnerships, structures, or distribution channels that support Antler’s broader commercial strategy and long-term growth. 1. Investor Relations Platform & Infrastructure • Influence Antler’s capital formation infrastructure, including the adoption of pipeline management and CRM tools, and reporting discipline., • Introduce best practices from institutional asset management environments while adapting them to a fast-growing global platform., • Partner cross-functionally to strengthen systems, processes, and operational scalability as fundraising activity expands. Candidate Profile Background & Experience We expect candidates to come from a senior capital formation, distribution, or fundraising leadership role within institutional asset management, private markets, or alternatives investing. Your background will include: • Significant experience raising institutional capital across North America, ideally spanning venture capital, private equity, growth equity, or a global multi-asset platform., • A demonstrated history of originating and closing fund commitments directly with institutional LPs and sophisticated family offices., • Deep, active relationships across the North American allocator ecosystem, including pensions, endowments, foundations, consultants, fund-of-funds, family offices, and strategic investors., • Experience leading or building capital formation teams and operating as a senior representative of your firm in the market., • Familiarity with venture or early-stage investing structures is helpful. Experience in closed-end blind pool vehicles, co-investment structures, and evergreen or open-ended products, is also a strong advantage. Skills & Capabilities - What you’ll bring This role requires strong commercial and execution capability. You will demonstrate: • Credibility and presence with sophisticated institutional investors, combined with a highly commercial mindset., • Strong commercial instinct and fundraising judgement — able to listen to LP needs, adapt product narratives, and manage objections with nuance and conviction., • Fluency with fund performance analysis, portfolio construction discussions, and institutional due diligence expectations., • A leadership style that develops strong teams while maintaining personal accountability for outcomes., • Able to operate autonomously in a busy, high-velocity environment — you’ll be organised and able to personally manage relationships, processes, and priorities from first meeting through close. Operating Style & Personal Attributes Antler combines institutional capital formation with a builder mindset. The individuals who succeed here have: • An entrepreneurial mindset — comfortable operating in a fast-growing, globally distributed organisation where priorities evolve and opportunities emerge quickly., • Strong personal ownership — self-directed, proactive, and accountable for outcomes, with the ability to move work forward without extensive structure or oversight., • A collaborative instinct — sharing market intelligence openly, working across regions, and contributing to a genuinely global capital formation effort rather than operating in silos., • Intellectual curiosity about venture and innovation — genuine interest in early-stage investing, founders, and emerging technology ecosystems., • Pragmatism and adaptability — equally comfortable representing Antler in a CIO meeting or rolling up sleeves to progress a process internally. Location: Based in, or willing to relocate to, a major North American financial centre (New York or San Fran preferred), with flexibility for frequent regional and international travel. Why Antler Antler offers a rare combination: the reach and operational infrastructure of a global firm with the culture and energy of a founder-led business. This role represents a genuine opportunity to shape the North American capital formation function at a pivotal moment in the firm's growth trajectory. What makes Antler compelling: • A genuine platform-building opportunity. You will shape Antler’s North American capital formation effort from an early stage, with direct influence on strategy, product positioning, and investor outcomes., • Institutional ambition with entrepreneurial pace. Antler combines global scale and sophisticated LP access with a lean operating model that rewards ownership, speed, and initiative., • A differentiated investment story. Antler backs exceptional founders at inception, creating exposure to the earliest point in the company lifecycle and offering LPs access to a distinctive, globally scaled venture platform., • Breadth of opportunity in a global team. Multiple fund vehicles and geographies create depth in the conversation with investors and a platform that can evolve with market demand., • High autonomy, high visibility. You will work closely with global leadership and have meaningful influence over how Antler presents itself to the market and raises capital in North America., • A mission with substance. Every commitment raised helps back the next generation of companies, founders, and technologies — with tangible impact beyond financial returns. Powered by JazzHR 7pjSykNh7z

Job Description William Raveis Real Estate, Mortgage & Insurance (WRRE) is the #1 family-owned real estate company in the Northeast and Florida. CEO William Raveis founded the luxury brokerage over 50 years ago and has turned it into a multi-billion-dollar real estate powerhouse with more than 4,400 talented sales associates across 140 offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services William Raveis Insurance is seeking a dynamic Insurance Producer to expand and maintain existing relationships in the designated location within our service area, from Maine to Florida. As a professional in Personal Lines Insurance, your talents will join ours in our commitment to providing our customers with quality products and outstanding service which will contribute to our remarkable 20% growth over the past 5 years. This is a fast-paced environment where the ability to multi-task & the flexibility to meet shifting priorities are critical to success. We are affiliated with New England's largest real estate company (over 4,400 agents) as well as a mortgage company, the property insurance leads are abundant. Summary: In addition to developing your own customer base, your commitment to offering quality products and outstanding service to our customers will contribute to our performance with 90% of clients for home-auto-umbrella-watercraft-private collections and more coming from referrals! Producers must possess the skills to sell a full insurance portfolio while effectively growing the business. Essential Functions: • Will be to develop new business by working with our family of real estate agents and mortgage brokers and seek opportunities to expand existing business., • You will be assigned an active pipeline of leads to develop into clients., • Promote and sell William Raveis Insurance Company’s complete line of products and services, including homeowner’s and auto insurance to clients and customers., • Network and nurture business partnerships and opportunities with clients, both internal and external., • Educate prospective customers on their insurance coverage options., • Assess current insurance policies for clients and make recommendations on additional coverage to meet their goals and objectives., • Develop new opportunities to grow and expand business within our Raveis family of companies which has 4,400+ real estate agents and in-house mortgage bankers., • Maintain and nurture an assigned pipeline of active customers and prospects., • Meet conversion goals as established by the hiring manager., • Be able to navigate and pivot shifting priorities in a fast-paced business environment. Qualifications & Benefits: • Must have a minimum of 2-3 years of sales & service with preference given to applicants with P&C product experience., • Deep market-specific expertise including Citizens, • Ability to travel to local offices for in-person meetings We offer a fixed salary and generous benefits, along with a monthly commission. Company DescriptionWilliam Raveis Real Estate: A multi-billion-dollar company for real estate, mortgage, and insurance and the nation’s #1 independent family-owned real estate brokerage in the Northeast and Florida according to Real Trends. CEO William Raveis founded the luxury brokerage over 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140+ offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.William Raveis Real Estate: A multi-billion-dollar company for real estate, mortgage, and insurance and the nation’s #1 independent family-owned real estate brokerage in the Northeast and Florida according to Real Trends. CEO William Raveis founded the luxury brokerage over 50 years ago and has turned it into a real estate powerhouse with more than 4,400 talented sales associates across 140+ offices. WRRE is the only privately held firm offering the most complete set of best-in-class services: from buying and selling with state-of-the-art marketing tools, to renovating and staging, to mortgage, insurance and closing services.

Job Description Commercial Sales Manager Location: New York City or Miami (In-Office) Compensation: 80-140k base salary + commission About PMF Capital PMF Capital is a fast-growing commercial mortgage brokerage founded in New York City in 1. With over 20 offices nationwide, we specialize in delivering customized real estate financing solutions and exceptional service. Our mission is to provide clients with the best possible experience throughout every stage of the lending process. Position Overview We are seeking an experienced and motivated Mortgage Broker to join our team as a Sales Manager. This role is ideal for a detail-oriented professional with a passion for commercial lending, a strong sales background, and the desire to mentor and support other sales professionals. Key Responsibilities • Develop and maintain a strong loan pipeline by prospecting, screening, and qualifying potential clients., • Collaborate with the underwriting team to process and close commercial real estate loans efficiently., • Build and manage referral networks to generate new business opportunities., • Maintain accurate and complete loan documentation, including borrower income verification, property information, and supporting materials., • Work closely with borrowers to understand their needs and goals, providing tailored financing solutions and ensuring a smooth lending experience., • Assist other sales professionals with guidance, training, and performance support., • Perform other duties as assigned by management. Qualifications • Minimum 3 years of experience as a Mortgage Broker, with a track record of closing at least 10 transactions and $20MM in funded volume., • Proven sales success and strong business development skills., • In-depth knowledge of commercial real estate loans, lending structures, and documentation., • Excellent written, verbal, and presentation skills., • Strong interpersonal and negotiation skills with a commitment to customer service excellence., • Ability to collaborate effectively with internal teams and mentor other sales professionals. Why PMF Capital? • Competitive base salary plus performance-based commissions., • Opportunities for career growth within a rapidly expanding company., • Collaborative, high-performance work environment., • Leadership is committed to your professional development and success.

The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team experiences aligned with the bank's standards Responsibilities : Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales, service, and compliance routines. Guide both clients and team members in the branch, providing support in complex transactions and ensuring an exceptional client experience. Champion risk and control by monitoring day-to-day operations, ensuring compliance with policies, supporting the Branch Manager Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.) Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs. Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can- do attitude and customer first culture. Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively. Is knowledgeable about the client's accounts and business with the bank and uses sound judgment with customers and transactions Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.) Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.) Take full ownership of clients' problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self- service as needed Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.) Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing Listens carefully to the client and willingly assists with any questions or problems the client has Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience. Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers) Good leadership skills and the ability to motivate others Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi's business plan goals Providing working leadership and guidance to peer Universal Bankers or Tellers through assignment of work and technical guidance, when needed Assisting and providing coverage for leadership team with leading by example Provide feedback to management on ways to enhance sales processes and service delivery Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed Appropriately assesses risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications : 2-4 years relevant experience Required Skills: Experience with face-to-face customer service, digital engagement and basic sales/referrals Open, client service orientation and desire to help customers is required Sales experience desired Excellent verbal and written communication skills Analytical and problem solving skills Basic computer and digital tools skills Preferred Skills: Retail experience Education : High School diploma or equivalent Job Family Group: Consumer Sales Job Family: Branch Sales Time Type: Primary Location: New York New York United States Primary Location Full Time Salary Range: $56,500.00 - $73,700.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Most Relevant Skills Please see the requirements listed above. Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. Anticipated Posting Close Date: Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) . View Citi's EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088EEOCKnowYourRights6.12ScreenRdr.pdf) poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Job DescriptionJob Title: Performance Marketing Manager Location-Type: Onsite NYC Start Date Is: ASAP Duration: 6 Month Contract Compensation Range: 55-66$/hr W2 Benefits: Eligible for Health, Dental, Vision, 401K Must be authorized to work in the U.S. This position is not eligible for sponsorship . Job Description: • Running paid acquisition across Meta, Google, and whatever else fits (TikTok, LinkedIn), • Building retargeting across web, landing pages, and CRM audiences, • Managing daily ad spend, currently mid-five-figures monthly and scaling, • Working with content on creative concepts and test cadence, • Owning CPL and CAC from click through qualified lead, • Coordinating with sales ops on lead quality and shifting spend based on what's converting, • Staying on top of Meta and Google policy changes for the debt-relief category, • Building out first-party data infrastructure as tracking continues to break Minimum Requirements: • 4 years running paid media, • Strong hands-on Meta Ads Manager and Google Ads experience, • Has worked in a restricted ad category: debt relief, debt settlement, personal injury lead-gen, mortgage/lending, or fintech lead-gen. This is non-negotiable. Meta's Special Ad Category for credit is brutal and a generic e-comm or SaaS background will get our account suspended in week one., • Can show actual numbers on CPL reduction, • Comfortable in a small environment with direct access to me and Max, • Fluent with LLMs and generative tools in a paid media workflowPreferred Qualifications:, • MCA or debt settlement background, • Salesforce and CRM attribution, • Direct response copywriting

The ideal candidate will possess strong leadership qualities, a customer-oriented mindset, and at least five years of wholesale mortgage sales experience. A reputable mortgage firm located in Newark, NJ is seeking a Wholesale Regional Sales Manager to lead production and expansion in the Third-Party

A leading mortgage brokerage seeks a Business Development Manager to enhance client relationships by promoting lending programs. This full-time remote position requires excellent communicators with at least one year of sales experience.

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About the job Mortgage Branch Manager- Nationwide Our client is looking for a Branch Manager! The Branch Manager will have established sales relationships and sales contacts. The Branch Manager will plan, organize and implement a sales strategy for the branch, while managing the P&L for that respect

Reporting to the Area Mortgage Sales Manager, you’ll originate various residential mortgage loans and participate in business development initiatives within your local community. E Beltline Ave NE Grand Rapids, MI 49525, USA Are you an experienced Mortgage Loan Officer , with proven networking an

Area Sales Manager I to oversee the origination of residential mortgage loans.This role involves managing a team of Mortgage Loan Originators (MLOs) and fostering relationships to drive loan production.Candidates should have a high school diploma or GED, with preferred experience in residential mort

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Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.You

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

As a Customer Success, Account Manager on our team, you will be a co-architect of the customer experience for our high-volume account segment. You will manage the account journey post-sales through renewal, ensuring these customers are successfully onboarded, supported, nurtured, and renewed. You wi

As an Account Manager at Runpod, your primary responsibility will be to nurture and grow relationships with existing customers. This role sits at the intersection of customer success and sales, with a bias toward retention and upsells rather than new business hunting. Maintaining portfolio stability

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Define user stories and requirements for project managers to implement into tasks and acceptance criteria for development and QA. Support sales activities by joining prospect calls and writing proposals, scoping documents, and timelines. Reimbursement of expenses for professional development courses

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Being a Dasher with DoorDash gives you th

Full RCM Account Manager Medical Billing. Identify trends and root causes of inaccurate private pay billing and report to the manager while resolving account errors.

Lead and mentor a team of staff accountants and junior managers to ensure timely, accurate deliverables and seamless client service.