{"version":"0.1","company":{"name":"YubHub","url":"https://yubhub.co","jobsUrl":"https://yubhub.co/jobs/skill/series-7"},"x-facet":{"type":"skill","slug":"series-7","display":"Series 7","count":17},"x-feed-size-limit":100,"x-feed-sort":"enriched_at desc","x-feed-notice":"This feed contains at most 100 jobs (the most recently enriched). For the full corpus, use the paginated /stats/by-facet endpoint or /search.","x-generator":"yubhub-xml-generator","x-rights":"Free to redistribute with attribution: \"Data by YubHub (https://yubhub.co)\"","x-schema":"Each entry in `jobs` follows https://schema.org/JobPosting. YubHub-native raw fields carry `x-` prefix.","jobs":[{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_1cb4c017-9dc"},"title":"Wealth Relationship Manager","description":"<p>In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. Your professionalism, understanding of the fundamentals of wealth planning, and ability to acquire, develop, advise, and retain a portfolio of clients will be key to success.</p>\n<p>As a Wealth Relationship Manager, you will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and identify product opportunities within the business. You will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.</p>\n<p>You will also represent the Company in community organisations and activities to enhance the Company&#39;s image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.</p>\n<p>At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee&#39;s overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a &#39;bonus&#39;).</p>\n<p>Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_1cb4c017-9dc","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774607960101","x-work-arrangement":"onsite","x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["Bachelor's degree in business, finance, or related field","Series 7, 63, 65, or 66 (or 63 and 65) license","Life and Health insurance license","Meaningful experience in non-traditional banking financial sales","Expert knowledge in wealth planning and wealth products"],"x-skills-preferred":["Additional language skill (Mandarin, Hindi, Spanish)","Strong client focus and ability to deliver needs-based solutions","Ability to demonstrate strong relationship deepening skills","Strong business development skills","Self-motivated and self-driven individual"],"datePosted":"2026-04-18T22:11:06.601Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Beverly Hills"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Bachelor's degree in business, finance, or related field, Series 7, 63, 65, or 66 (or 63 and 65) license, Life and Health insurance license, Meaningful experience in non-traditional banking financial sales, Expert knowledge in wealth planning and wealth products, Additional language skill (Mandarin, Hindi, Spanish), Strong client focus and ability to deliver needs-based solutions, Ability to demonstrate strong relationship deepening skills, Strong business development skills, Self-motivated and self-driven individual"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_69bc85ec-225"},"title":"Wealth Relationship Manager","description":"<p>In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and identify product opportunities within the business.</p>\n<p>Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.</p>\n<p>Represent the Company in community organisations and activities to enhance the Company&#39;s image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.</p>\n<p>Key qualifications for success in this role include:</p>\n<ul>\n<li>Bachelor&#39;s degree in business, finance, or related field or equivalent experience</li>\n</ul>\n<ul>\n<li>Series 7, 63, 65 or 66 (or 63 and 65) required</li>\n</ul>\n<ul>\n<li>Life and Health insurance licenses required (License must be acquired within 90 days of hiring)</li>\n</ul>\n<ul>\n<li>Additional language skills (Mandarin and/or Cantonese fluently)</li>\n</ul>\n<ul>\n<li>Meaningful experience in wealth and investment product sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios</li>\n</ul>\n<ul>\n<li>Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management</li>\n</ul>\n<ul>\n<li>Strong client focuses and ability to deliver needs-based solutions through effective communication, influencing, and sales skills</li>\n</ul>\n<ul>\n<li>Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources</li>\n</ul>\n<ul>\n<li>Strong business development skills to work with outside COIs to develop self-sourced business</li>\n</ul>\n<ul>\n<li>Self-Motivated and Self-driven individual with strong relationships and communications skills</li>\n</ul>\n<ul>\n<li>Good understanding of how to work with Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment</li>\n</ul>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_69bc85ec-225","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610317752","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["Series 7","Series 63","Series 65","Series 66","Life and Health insurance licenses","Mandarin","Cantonese","Wealth planning","Wealth products","Macroeconomics","Microeconomics","Local market developments","External regulatory framework"],"x-skills-preferred":[],"datePosted":"2026-04-18T22:10:44.909Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Flushing"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Series 7, Series 63, Series 65, Series 66, Life and Health insurance licenses, Mandarin, Cantonese, Wealth planning, Wealth products, Macroeconomics, Microeconomics, Local market developments, External regulatory framework"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_1a05c48d-3a4"},"title":"Wealth Relationship Manager","description":"<p>In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. You will provide financial solutions and opportunities to your portfolio of clients, increase wallet share of existing clients, and identify product opportunities within the business.</p>\n<p>You will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.</p>\n<p>As a representative of the Company, you will represent HSBC in community organisations and activities to enhance the Company&#39;s image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.</p>\n<p>To succeed in this role, you will need meaningful experience in non-traditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios.</p>\n<p>You will also require expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory frameworks relevant to wealth management.</p>\n<p>Additionally, you will need strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills.</p>\n<p>You will also be responsible for demonstrating strong relationship deepening skills with existing client bases to build and grow relationships and develop referral sources.</p>\n<p>You will work with outside COIs to develop self-sourced business and require self-motivation and self-driven individual with strong relationship and communications skills.</p>\n<p>You will also need a good understanding of how to work with Compliance, Credit &amp; Risk, and Internal Control to ensure a balanced risk operating environment.</p>\n<p>Finally, you will require Series 7, 63, 65, or 66 (in lieu of 63 and 65) Life and Health insurance licenses.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_1a05c48d-3a4","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774608422656","x-work-arrangement":"onsite","x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["wealth planning","wealth products","macroeconomics","microeconomics","local market developments","external regulatory frameworks","compliance","credit risk","internal control","series 7","series 63","series 65","life insurance","health insurance"],"x-skills-preferred":[],"datePosted":"2026-04-18T22:10:37.133Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Cupertino"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"wealth planning, wealth products, macroeconomics, microeconomics, local market developments, external regulatory frameworks, compliance, credit risk, internal control, series 7, series 63, series 65, life insurance, health insurance"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_38d85fd0-6dd"},"title":"Wealth Relationship Officer","description":"<p>In compliance with applicable laws, HSBC is committed to employing only those who are authorised to work in the US. As a Wealth Relationship Officer, you will provide high-quality sales support to Wealth Relationship Managers, reducing their time spent on process and administrative tasks to increase their capacity to meet clients and conduct higher-value activities. You will also support Wealth Relationship Managers in managing client contact and service, including answering client calls, resolving client enquiries, and facilitating a smooth hand-off to the correct channels where appropriate.</p>\n<p>You will have regular contact with clients regarding their accounts, under the direction of a registered securities representative. You will enter orders for clients and open new client accounts at the direction of the registered representative.</p>\n<p>The role requires a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI&#39;s (HSBC Securities Inc. USA) brokerage products. You will also need to have knowledge of relevant U.S. regulatory governance related to Anti Money Laundering, as well as local and Group compliance regulations.</p>\n<p>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also have access to a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_38d85fd0-6dd","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Intl Wealth & Premier Banking","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610366543","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["Series 7","Series 63","Life and Health insurance licenses","Knowledge of brokerage products and services","Trading operations","Banking products","HSI's (HSBC Securities Inc. USA) brokerage products","U.S. regulatory governance related to Anti Money Laundering","Local and Group compliance regulations"],"x-skills-preferred":["Good experience in financial services industry","Solid understanding of appropriate branch operational procedures","Strong interpersonal and responsiveness skills","Good decision-making and ability to deliver"],"datePosted":"2026-04-18T22:10:37.037Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Series 7, Series 63, Life and Health insurance licenses, Knowledge of brokerage products and services, Trading operations, Banking products, HSI's (HSBC Securities Inc. USA) brokerage products, U.S. regulatory governance related to Anti Money Laundering, Local and Group compliance regulations, Good experience in financial services industry, Solid understanding of appropriate branch operational procedures, Strong interpersonal and responsiveness skills, Good decision-making and ability to deliver"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_2b1e423f-31d"},"title":"Wealth Relationship Officer","description":"<p>In compliance with applicable laws, HSBC is committed to employing only those who are authorised to work in the US. As a Wealth Relationship Officer, you will provide high-quality sales support to Wealth Relationship Managers, reducing their time spent on process and administrative tasks to increase their capacity to meet clients, address client needs, and conduct higher-value activities. You will also support Wealth Relationship Managers in managing client contact and service, including answering client calls, resolving client enquiries on transactional needs, and facilitating a smooth hand-off to the correct channels where appropriate.</p>\n<p>Key responsibilities include providing sales support to licensed sales staff, preparing and completing sales documents, managing data input and report generation, and liaising with support functions to follow through client purchase process requirements. You will also have regular contact with clients regarding their accounts, under the direction of a registered securities representative, and enter orders for clients and open new client accounts at the direction of the registered representative.</p>\n<p>To be successful in this role, you will have a strong understanding of the brokerage and banking industry, trading operations, banking products, and HSI&#39;s (HSBC Securities Inc. USA) brokerage products. You will also be registered or obtain approval for registration with the necessary States where registered representatives conduct business, and have good experience in the financial services industry. Additional requirements include knowledge of brokerage products and services, operations to support them, and pertinent regulations affecting their delivery, as well as Anti-Money Laundering and relevant regulatory governance in the US.</p>\n<p>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, in a welcoming and inclusive work environment.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_2b1e423f-31d","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Intl Wealth & Premier Banking","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774609226839","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["FINRA Series 7 & 63","Life and Health insurance licenses","Brokerage products and services","Trading operations","Banking products","HSI's (HSBC Securities Inc. USA) brokerage products"],"x-skills-preferred":["Retail/Premier Bank sales","Relationship management systems (CRM and RM Platform, etc.)","Local and Group compliance regulations"],"datePosted":"2026-04-18T22:09:47.340Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Scarsdale"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"FINRA Series 7 & 63, Life and Health insurance licenses, Brokerage products and services, Trading operations, Banking products, HSI's (HSBC Securities Inc. USA) brokerage products, Retail/Premier Bank sales, Relationship management systems (CRM and RM Platform, etc.), Local and Group compliance regulations"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_ef214793-d51"},"title":"Wealth Relationship Manager","description":"<p>In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. Your professionalism, client focus, and understanding of the fundamentals of wealth planning will be key as you acquire, develop, advise, and retain a portfolio of clients.</p>\n<p>Your responsibilities will include providing financial solutions and opportunities to your portfolio of clients, increasing wallet share of existing clients, and identifying product opportunities within the business. You will conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations.</p>\n<p>As a representative of the Company, you will also represent HSBC in community organisations and activities to enhance the Company&#39;s image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.</p>\n<p>To succeed in this role, you will need meaningful experience in non-traditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios. You will also require expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management.</p>\n<p>You will need strong client focus and ability to deliver needs-based solutions through effective communication, influencing, and sales skills. You will also need to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources. Additionally, you will need strong business development skills to work with outside Centres of Influence (COIs) to develop self-sourced business.</p>\n<p>A self-motivated and self-driven individual with strong relationship and communications skills is required. You will also need a good understanding of how to work with Compliance, Credit &amp; Risk and Internal Control to ensure a balanced risk operating environment.</p>\n<p>Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses are required.</p>\n<p>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. You will also receive a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_ef214793-d51","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610665033","x-work-arrangement":"onsite","x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["wealth planning","wealth products"," klíč","macroeconomics","microeconomics","local market developments","external regulatory framework","compliance","credit & risk","internal control","series 7","series 63","series 65","life insurance","health insurance"],"x-skills-preferred":[],"datePosted":"2026-04-18T22:09:06.310Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Miami"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"wealth planning, wealth products,  klíč, macroeconomics, microeconomics, local market developments, external regulatory framework, compliance, credit & risk, internal control, series 7, series 63, series 65, life insurance, health insurance"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_8d5b5506-566"},"title":"Vice President, Chemicals Coverage","description":"<p>In this role, you will be responsible for covering existing Global Corporates relationships, primarily chemicals corporates within HSBC&#39;s Energy, Materials, and Power (EMP) group.</p>\n<p>As Vice President, Chemicals Coverage, you will develop and maintain a &#39;trusted advisor&#39; relationship and access at key decision-maker level for assigned current and target clients.</p>\n<p>You will support senior bankers in the delivery of the Bank to existing clients and prospects, working to reposition the firm to higher-value strategic solicitation, enhancing the perception of the Bank among its existing and prospective clients.</p>\n<p>You will coordinate origination and execution of &#39;event-driven&#39; or major &#39;significant flow&#39; business, building the Global Corporates franchise value/reputation in the marketplace.</p>\n<p>You will drive achievement against targets for revenue generation, product alignment, customer satisfaction, and cost management, establishing and maintaining networks for cooperation with other HSBC businesses.</p>\n<p>You will aggressively grow HSBC&#39;s share of client wallet, involving product specialists to ensure product capabilities are in line with client/sector requirements.</p>\n<p>You will manage deal and execution teams established for client transactions and ensure that deals are completed both in a timely and effective manner.</p>\n<p>You will support the implementation of major change initiatives within Global Corporates and HSBC, understanding and ensuring compliance with all relevant internal and external rules, regulations, and procedures.</p>\n<p>You will maintain HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators.</p>\n<p>You will undertake all required activities as directed by line manager or as agreed in annual objectives in support of the sustainable growth of the Global Corporates segment.</p>\n<p>To succeed in this role, you will have a track record of building and developing relationships at CFO/Treasurer/Treasury team level, ability to develop a strategic dialogue with clients, progressive investment banking, corporate banking, consulting, or sector experience, and a deep understanding of corporate finance.</p>\n<p>You will have a proven record of leading and motivating deal teams, excellent knowledge of HSBC Group and products, and a strong network of contacts across all business areas.</p>\n<p>You will have a proven record of proactively originating and executing event-driven business, strong interpersonal and personal effectiveness skills, and the ability to collaborate with colleagues across Global Corporates to achieve collective sector and CIB goals.</p>\n<p>FINRA Series 79, 63, and 7 licenses are required in the role.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_8d5b5506-566","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610528694","x-work-arrangement":"onsite","x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["investment banking","corporate banking","consulting","sector experience","corporate finance","deal teams","HSBC Group and products","network of contacts","event-driven business","interpersonal and personal effectiveness skills","collaboration","FINRA Series 79, 63, and 7 licenses"],"x-skills-preferred":[],"datePosted":"2026-04-18T22:08:54.465Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"investment banking, corporate banking, consulting, sector experience, corporate finance, deal teams, HSBC Group and products, network of contacts, event-driven business, interpersonal and personal effectiveness skills, collaboration, FINRA Series 79, 63, and 7 licenses"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_b408c8e2-551"},"title":"Associate Relationship Manager","description":"<p>In compliance with applicable laws, HSBC is committed to employing only those who are authorised to work in the US. As an Associate Relationship Manager, you will work closely with our Global Relationship Bankers to identify and develop business opportunities, jointly formulate client engagement strategies to deepen HSBC&#39;s global wallet share and grow revenues. You will develop relationships with both existing and prospective new customers, identify flow and event-driven opportunities, and assist GRBs with Client Plans and preparation of capital requests for submission to Strategic Client Origination / Credit &amp; Capital Management. You will also monitor and update deal pipelines, prepare and present sales pitch materials, provide outstanding client service, and coordinate with internal colleagues to ensure complete coverage of the portfolio from a local, regional, and global perspective. You will research prospective clients in the Tri-State region, manage credit, operational, regulatory, and other risks, and ensure the bank maintains compliance with internal policies and external regulatory requirements. You will maintain outstanding data quality in the bank&#39;s internal systems.</p>\n<p>You will likely have the following qualifications to succeed in this role:</p>\n<ul>\n<li>Bachelor&#39;s degree</li>\n<li>Strong willingness to learn, positive attitude, and a drive to succeed in this role and beyond</li>\n<li>A client-focused mindset with a &#39;can-do&#39; attitude</li>\n<li>Strong communication and influencing skills, with an ability to build long-term workplace relationships</li>\n<li>Proven experience in similar positions, working with international companies and identifying product opportunities with corporate clients and seeing them through to a successful implementation</li>\n<li>Ability to prioritise and manage multiple projects &amp; engagements</li>\n<li>Strong corporate banking product knowledge across Treasury/Cash Management, Foreign Exchange Trade Finance, and Capital Markets</li>\n<li>Understanding of regulatory and compliance processes</li>\n<li>Credit underwriting knowledge and experience</li>\n<li>Strong Windows capabilities; Excel, PowerPoint, Word, Outlook</li>\n<li>FINRA SIE, Series 63, and Series 79 licences are required. A contingency period to obtain licences can be provided at the discretion of the manager.</li>\n</ul>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_b408c8e2-551","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610540989","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["corporate banking product knowledge","regulatory and compliance processes","credit underwriting knowledge","Windows capabilities","Excel","PowerPoint","Word","Outlook","FINRA SIE","Series 63","Series 79"],"x-skills-preferred":[],"datePosted":"2026-04-18T22:08:45.684Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"corporate banking product knowledge, regulatory and compliance processes, credit underwriting knowledge, Windows capabilities, Excel, PowerPoint, Word, Outlook, FINRA SIE, Series 63, Series 79"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_263e00cc-d66"},"title":"Wealth Relationship Manager","description":"<p>In this role, you will work closely with the Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. Your professionalism, client focus, and understanding of the fundamentals of wealth planning will be key as you acquire, develop, advise, and retain a portfolio of clients.</p>\n<p>Key responsibilities include:</p>\n<ul>\n<li>Providing financial solutions and opportunities to your portfolio of clients</li>\n<li>Increasing wallet share of existing clients and identifying product opportunities within the business</li>\n<li>Conducting full needs assessments with current and potential Wealth customers and recommending appropriate banking, investment, and insurance products and services to meet individual needs, based on objectives, risk tolerance, and proper asset allocations</li>\n<li>Representing the Company in community organisations and activities to enhance the Company&#39;s image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline.</li>\n</ul>\n<p>As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package, including a robust Wellness Hub, all in a welcoming and inclusive work environment.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_263e00cc-d66","directApply":true,"hiringOrganization":{"@type":"Organization","name":"HSBC","sameAs":"https://portal.careers.hsbc.com","logo":"https://logos.yubhub.co/portal.careers.hsbc.com.png"},"x-apply-url":"https://portal.careers.hsbc.com/careers/job/563774610584059","x-work-arrangement":"onsite","x-experience-level":"senior","x-job-type":"full-time","x-salary-range":null,"x-skills-required":["wealth planning","financial solutions","client relationships","needs assessment","product recommendation"],"x-skills-preferred":["Series 7","63","65","66","Life and Health insurance licenses"],"datePosted":"2026-04-18T22:08:02.792Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"wealth planning, financial solutions, client relationships, needs assessment, product recommendation, Series 7, 63, 65, 66, Life and Health insurance licenses"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_f6a600f6-6a4"},"title":"Support Specialist","description":"<p>Join us at Brex, the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. As a Support Specialist, you will play a crucial role in making our customers happy and productive, working collaboratively with Sales, Product, and Engineering teams.</p>\n<p>At Brex, we deeply value high-quality customer experience and view it as necessary to our success. Your goal will be to effectively resolve customer inquiries in a considerate and timely manner via email, phone, and chat, utilizing AI-powered tools to optimize quality and efficiency.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>Effectively resolve customer inquiries in a considerate and timely manner via email, phone, and chat, utilizing AI-powered tools to optimize quality and efficiency</li>\n<li>Compose thoughtful, personalized responses for a variety of customer requests</li>\n<li>Triage incoming requests and spot trends in customer issues to flag for the rest of the team</li>\n<li>Identify, reproduce, and document bugs for the Engineering teams</li>\n<li>Make active contributions to help achieve team goals and successes</li>\n<li>Contribute to the ongoing learning and success of your team and the company by sharing knowledge through mentorship and collaboration, and by aiding in documentation</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>This role is required to be located within the greater Vancouver area</li>\n<li>Must be able to start July 6th, 2026</li>\n<li>Passionate about customer support and about the role it plays in making a customer-centric team successful</li>\n<li>Ability to communicate technical problems in a clear and tactful way</li>\n<li>Strong verbal and written communication skills</li>\n<li>Empathy, diplomacy, tact, and poise under pressure when working through customer issues</li>\n<li>Comfort with and enthusiasm for using AI tools in a customer support environment</li>\n</ul>\n<p>Bonus points:</p>\n<ul>\n<li>Bachelor&#39;s degree</li>\n<li>FinTech experience</li>\n<li>Prior experience in a customer-facing role, ideally in a support function</li>\n<li>Experience with AI-powered customer service tools</li>\n<li>Currently hold or have recently held a Series 7 and/or 63 securities license</li>\n<li>Willingness to work overtime</li>\n</ul>\n<p>Compensation: The expected pay range for this role is $23-$25 per hour. However, the starting hourly pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_f6a600f6-6a4","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Brex","sameAs":"https://brex.com/","logo":"https://logos.yubhub.co/brex.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/brex/jobs/8493078002","x-work-arrangement":"remote","x-experience-level":"entry","x-job-type":"full-time","x-salary-range":"$23-$25 per hour","x-skills-required":["customer support","AI-powered tools","communication skills","problem-solving skills","teamwork"],"x-skills-preferred":["FinTech experience","prior experience in a customer-facing role","experience with AI-powered customer service tools","Series 7 and/or 63 securities license"],"datePosted":"2026-04-18T15:58:24.981Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Vancouver, British Columbia, Canada"}},"jobLocationType":"TELECOMMUTE","employmentType":"FULL_TIME","occupationalCategory":"Operations","industry":"Finance","skills":"customer support, AI-powered tools, communication skills, problem-solving skills, teamwork, FinTech experience, prior experience in a customer-facing role, experience with AI-powered customer service tools, Series 7 and/or 63 securities license"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_b4406e12-a96"},"title":"Mid-Market Client Sales Executive","description":"<p>Join Brex, the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. As a Mid-Market Client Sales Executive, you will play an essential role in driving revenue growth by engaging existing Brex customers and cultivating new business opportunities. You will combine your sales and relationship building skills with a strategic mindset to identify opportunities and execute strategies that recapture and increase card spend.</p>\n<p>In this role, you will have the opportunity to collaborate with cross-functional teams and learn from experienced professionals across various domains to broaden your skill set and knowledge base. You will spearhead initiatives to propel net-new revenue growth by strategically increasing spending levels on the Brex Card among our current client base.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>Spearhead initiatives to propel net-new revenue growth by strategically increasing spending levels on the Brex Card among our current client base</li>\n<li>Proactively identify and cultivate expansion opportunities through targeted outreach efforts</li>\n<li>Champion the cross-selling of our cutting-edge Spend Management software, encompassing Expense Management, Billpay, and Travel solutions, to diversify and enhance our clients financial operations</li>\n<li>Engage with CFOs and finance leaders regularly, serving as a trusted advisor to provide expert consultation on optimizing financial operations through the seamless integration of our innovative solutions</li>\n<li>Formulate and execute strategic plans geared towards enhancing the overall client experience, encompassing improvements in product features and implementation processes</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>3+ years of hands-on experience in Sales roles within B2B SaaS OR Payments companies</li>\n<li>2+ years of closing experience, preferably in a net-new logo acquisition environment</li>\n<li>1+ years of outbound prospecting experience</li>\n<li>Strong communication and negotiation skills</li>\n<li>Data-driven mindset and the ability to analyze customer behavior</li>\n<li>Goal-oriented and self-motivated with a proven track record of meeting and exceeding targets</li>\n<li>Ability to work in fast-paced, high-velocity environments</li>\n<li>Coachability with an interest in growing your career in sales</li>\n</ul>\n<p>Bonus points:</p>\n<ul>\n<li>Familiarity with financial products, credit cards, and business finance</li>\n<li>Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting</li>\n<li>Familiarity with software solutions, especially in areas such as Expense Management, Travel, and Billpay</li>\n<li>Previous experience in implementing successful upselling and cross-selling strategies</li>\n<li>Keen awareness of the competitive landscape, industry trends, and market dynamics</li>\n<li>A background in handling renewals, ensuring customer retention, and minimizing churn</li>\n<li>Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.</li>\n<li>Series 7 license</li>\n</ul>\n<p>The expected OTE range for this role is $117,600 - $147,000 CAD.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_b4406e12-a96","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Brex","sameAs":"https://brex.com/","logo":"https://logos.yubhub.co/brex.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/brex/jobs/8504667002","x-work-arrangement":"hybrid","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":"$117,600 - $147,000 CAD","x-skills-required":["Sales","Relationship Building","Strategic Mindset","Financial Products","Credit Cards","Business Finance","Expense Management","Billpay","Travel Solutions","Data Analysis","Goal-Oriented","Self-Motivated","Fast-Paced Environment","Coachability"],"x-skills-preferred":["Familiarity with Financial Products","Credit Card Management","Software Solutions","Upselling and Cross-Selling Strategies","Competitive Landscape","Industry Trends","Market Dynamics","Renewals","Customer Retention","Minimizing Churn","Sales Tools","Gong","Salesforce","Outreach","Series 7 License"],"datePosted":"2026-04-18T15:51:29.245Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Vancouver, British Columbia, Canada"}},"employmentType":"FULL_TIME","occupationalCategory":"Sales","industry":"Finance","skills":"Sales, Relationship Building, Strategic Mindset, Financial Products, Credit Cards, Business Finance, Expense Management, Billpay, Travel Solutions, Data Analysis, Goal-Oriented, Self-Motivated, Fast-Paced Environment, Coachability, Familiarity with Financial Products, Credit Card Management, Software Solutions, Upselling and Cross-Selling Strategies, Competitive Landscape, Industry Trends, Market Dynamics, Renewals, Customer Retention, Minimizing Churn, Sales Tools, Gong, Salesforce, Outreach, Series 7 License","baseSalary":{"@type":"MonetaryAmount","currency":"USD","value":{"@type":"QuantitativeValue","minValue":117600,"maxValue":147000,"unitText":"YEAR"}}},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_96ab144a-082"},"title":"Mid-Market Client Sales Executive","description":"<p>Why join us</p>\n<p>Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill pay, and travel software, Brex enables founders and finance teams to accelerate operations, gain real-time visibility, and control spend effortlessly.</p>\n<p>Brex’s AI-native automation and world-class service eliminate manual expense and accounting tasks for customers so they can focus on what matters most. Tens of thousands of the world&#39;s best companies run on Brex, including DoorDash, Coinbase, Robinhood, Zoom, Plaid, Reddit, and SeatGeek.</p>\n<p>Working at Brex allows you to push your limits, challenge the status quo, and collaborate with some of the brightest minds in the industry. We’re committed to building a diverse team and inclusive culture and believe your potential should only be limited by how big you can dream. We make this a reality by empowering you with the tools, resources, and support you need to grow your career.</p>\n<p>Sales at Brex</p>\n<p>The Sales team is the driving factor behind revenue for Brex and every member of our team directly affects our bottom line. We focus on generating new opportunities, acquiring new customers, and building even stronger relationships with our current customers. Our winning culture recognizes big team wins and celebrates individual accomplishments. We ensure that top performers are recognized and have built a competitive environment to motivate and unify the team.</p>\n<p>What you’ll do</p>\n<p>As a Mid-Market Client Sales Executive II, you will play an essential role in driving revenue growth by engaging existing Brex customers and cultivating new business opportunities. In this role, you will combine your sales and relationship building skills with a strategic mindset to identify opportunities and execute strategies that recapture and increase card spend. You will have the opportunity to collaborate with cross-functional teams and learn from experienced professionals across various domains to broaden your skill set and knowledge base.</p>\n<p>Where You’ll Work</p>\n<p>This role will be based in our New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of three coordinated days in the office per week, Monday, Wednesday and Thursday. As a perk, we also have up to four weeks per year of fully remote work!</p>\n<p>Responsibilities</p>\n<ul>\n<li>Spearhead initiatives to propel net-new revenue growth by strategically increasing spending levels on the Brex Card among our current client base</li>\n</ul>\n<ul>\n<li>Proactively identify and cultivate expansion opportunities through targeted outreach efforts</li>\n</ul>\n<ul>\n<li>Champion the cross-selling of our cutting-edge Spend Management software, encompassing Expense Management, Billpay, and Travel solutions, to diversify and enhance our clients financial operations</li>\n</ul>\n<ul>\n<li>Engage with CFOs and finance leaders regularly, serving as a trusted advisor to provide expert consultation on optimizing financial operations through the seamless integration of our innovative solutions</li>\n</ul>\n<ul>\n<li>Formulate and execute strategic plans geared towards enhancing the overall client experience, encompassing improvements in product features and implementation processes</li>\n</ul>\n<p>Requirements</p>\n<ul>\n<li>3+ years of hands-on experience in Sales roles within B2B SaaS OR Payments companies</li>\n</ul>\n<ul>\n<li>2+ years of closing experience, preferably in a net-new logo acquisition environment</li>\n</ul>\n<ul>\n<li>1+ years of outbound prospecting experience</li>\n</ul>\n<ul>\n<li>Strong communication and negotiation skills</li>\n</ul>\n<ul>\n<li>Data-driven mindset and the ability to analyze customer behavior</li>\n</ul>\n<ul>\n<li>Goal-oriented and self-motivated with a proven track record of meeting and exceeding targets</li>\n</ul>\n<ul>\n<li>Ability to work in fast-paced, high-velocity environments</li>\n</ul>\n<ul>\n<li>Coachability with an interest in growing your career in sales</li>\n</ul>\n<p>Bonus points</p>\n<ul>\n<li>Familiarity with financial products, credit cards, and business finance</li>\n</ul>\n<ul>\n<li>Familiarity with credit card management, encompassing a deep understanding of limits, rewards, and underwriting</li>\n</ul>\n<ul>\n<li>Familiarity with software solutions, especially in areas such as Expense Management, Travel, and Billpay</li>\n</ul>\n<ul>\n<li>Previous experience in implementing successful upselling and cross-selling strategies</li>\n</ul>\n<ul>\n<li>Keen awareness of the competitive landscape, industry trends, and market dynamics</li>\n</ul>\n<ul>\n<li>A background in handling renewals, ensuring customer retention, and minimizing churn</li>\n</ul>\n<ul>\n<li>Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.</li>\n</ul>\n<p>Series 7 license</p>\n<p>The expected OTE range for this role is $132,888 - $166,110.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_96ab144a-082","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Brex","sameAs":"https://brex.com","logo":"https://logos.yubhub.co/brex.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/brex/jobs/8504608002","x-work-arrangement":"hybrid","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":"$132,888 - $166,110","x-skills-required":["Sales","B2B SaaS","Payments","Outbound prospecting","Data-driven mindset","Goal-oriented","Self-motivated","Fast-paced environments","Coachability","Financial products","Credit cards","Business finance","Credit card management","Software solutions","Expense Management","Travel","Billpay","Upselling","Cross-selling","Renewals","Customer retention","Churn"],"x-skills-preferred":["Gong","Salesforce","Outreach","Series 7 license"],"datePosted":"2026-04-18T15:47:36.794Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, New York, United States"}},"employmentType":"FULL_TIME","occupationalCategory":"Sales","industry":"Finance","skills":"Sales, B2B SaaS, Payments, Outbound prospecting, Data-driven mindset, Goal-oriented, Self-motivated, Fast-paced environments, Coachability, Financial products, Credit cards, Business finance, Credit card management, Software solutions, Expense Management, Travel, Billpay, Upselling, Cross-selling, Renewals, Customer retention, Churn, Gong, Salesforce, Outreach, Series 7 license","baseSalary":{"@type":"MonetaryAmount","currency":"USD","value":{"@type":"QuantitativeValue","minValue":132888,"maxValue":166110,"unitText":"YEAR"}}},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_ec2acc53-698"},"title":"Banking Relationship Manager","description":"<p>Join Brex, the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets.</p>\n<p>As a Banking Relationship Manager, you will have the opportunity to partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to continue generating net-new revenue by optimizing their adoption of our business account suite of products.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>Work with existing card-only customers to upsell our business account suite of products (checking/treasury/sweep)</li>\n<li>Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers</li>\n<li>Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales</li>\n<li>Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing</li>\n<li>Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>3+ years of outbound sales experience in financial services, fintech, or with early-stage companies</li>\n<li>Excellent communication skills to drive conversations with Executive C-Suite decision-makers</li>\n<li>Experience carrying quota and a proven track record of hitting and exceeding quotas</li>\n<li>B.A or B.S degree from a 4-year university</li>\n</ul>\n<p>Bonus points:</p>\n<ul>\n<li>Series 7 &amp; 63 license (active or able to be re-activated)</li>\n<li>Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.</li>\n</ul>\n<p>The expected OTE range for this role is USD $132,888 - $166,110.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_ec2acc53-698","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Brex","sameAs":"https://brex.com/","logo":"https://logos.yubhub.co/brex.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/brex/jobs/8106949002","x-work-arrangement":"hybrid","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":"$132,888 - $166,110","x-skills-required":["outbound sales","financial services","fintech","early-stage companies","communication skills","quota carrying","sales experience"],"x-skills-preferred":["Series 7 & 63 license","Gong","Salesforce","Outreach"],"datePosted":"2026-04-18T15:42:56.159Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"New York, New York, United States"}},"employmentType":"FULL_TIME","occupationalCategory":"Sales","industry":"Finance","skills":"outbound sales, financial services, fintech, early-stage companies, communication skills, quota carrying, sales experience, Series 7 & 63 license, Gong, Salesforce, Outreach","baseSalary":{"@type":"MonetaryAmount","currency":"USD","value":{"@type":"QuantitativeValue","minValue":132888,"maxValue":166110,"unitText":"YEAR"}}},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_628373d6-702"},"title":"Banking Relationship Manager","description":"<p>Join Brex, the intelligent finance platform that empowers companies to spend smarter and move faster. Our platform combines global corporate cards and banking with intuitive spend management, bill pay, and travel software. As a Banking Relationship Manager, you will partner directly with Founders, Co-Founders, C-Suite Executives, VPs of Finance, and Controllers to generate net-new revenue by optimizing their adoption of our business account suite of products.</p>\n<p>This role will be based in our San Francisco or New York City office. We are a hybrid environment that combines the energy and connections of being in the office with the benefits and flexibility of working from home. We currently require a minimum of two coordinated days in the office per week, Wednesday and Thursday. Starting February 2, 2026, we will require three days per week in office - Monday, Wednesday and Thursday.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>Work with existing card only customers to upsell our business account suite of products (checking/treasury/sweep)</li>\n<li>Assist in creating Security Account Control Agreements (SACA) or Cash Covenants to provide higher credit limits to our customers</li>\n<li>Become trusted account advisors by managing accounts and being strategic in both inbound and outbound sales</li>\n<li>Engage with businesses at all points of the sales cycle - including prospecting, product demonstrations, onboarding, and closing</li>\n<li>Develop strategic plans with cross-functional team members to drive adoption of our products, more AUM, and higher revenue for the company</li>\n<li>Focus on self-development with daily training and enablement</li>\n<li>Work closely with Account Executives, Relationship Managers, Customer Success, and Client Sales to bring in referrals</li>\n</ul>\n<p>Requirements:</p>\n<ul>\n<li>3+ years of outbound sales experience in financial services, fintech, or with early stage companies</li>\n<li>Excellent communication skills to drive conversations with Executive C-Suite decision makers</li>\n<li>Experience carrying quota and a proven track record of hitting and exceeding quotas</li>\n<li>B.A or B.S degree from a 4-year university</li>\n</ul>\n<p>Bonus points:</p>\n<ul>\n<li>Series 7 &amp; 63 license (active or able to be re-activated)</li>\n<li>Familiarity with sales tools such as Gong, Salesforce, Outreach, etc.</li>\n</ul>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_628373d6-702","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Brex","sameAs":"https://brex.com/","logo":"https://logos.yubhub.co/brex.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/brex/jobs/8106987002","x-work-arrangement":"hybrid","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":"$132,888 - $166,110","x-skills-required":["outbound sales","financial services","fintech","early stage companies","communication skills","quota carrying","sales experience"],"x-skills-preferred":["Series 7 & 63 license","Gong","Salesforce","Outreach"],"datePosted":"2026-04-18T15:41:03.948Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"San Francisco, California, United States"}},"employmentType":"FULL_TIME","occupationalCategory":"Sales","industry":"Finance","skills":"outbound sales, financial services, fintech, early stage companies, communication skills, quota carrying, sales experience, Series 7 & 63 license, Gong, Salesforce, Outreach","baseSalary":{"@type":"MonetaryAmount","currency":"USD","value":{"@type":"QuantitativeValue","minValue":132888,"maxValue":166110,"unitText":"YEAR"}}},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_ce644ba7-ea3"},"title":"Account Protection Specialist","description":"<p>Join us as an Account Protection Specialist at Brex, where you will be part of the growing team to solve risk problems with some of the industry&#39;s brightest minds.</p>\n<p>As a key member of the Operations team, you will be responsible for driving customer communications that involve fraud and financial crimes prevention with an emphasis on customer experience.</p>\n<p>Responsibilities: Access systems and document steps taken to efficiently service the customer Determine action required based on established procedures to protect the assets; work with management on handling more complex cases Communicate in a professional manner with customers, merchants, financial institutions, and other personnel to request additional information and/or documentation to support a decision on whether fraudulent activity has occurred Provide support to cross-functional teams (CX, Fraud Operations, KYC, Cash Operations) to ensure appropriate steps are taken on high-risk accounts Speak with victims of fraud and provide appropriate talking points while ensuring both the victim and Brex are secured Review documentation and be able to assess the validity of those documents Place and/or take calls as escalated and requested by the cross-functional teams or team leaders Communicate effectively with cross-functional teams to work and resolve complex issues and escalated situations Participate in projects and initiatives such as, but not limited to: driving down fraud-related complaints and making the overall customer/fraud experience seamless Adhere to regulatory and legal requirements Be able to extract and present data Work effectively through email, phone, and chat channels</p>\n<p>Requirements: Well-versed in customer experience, operations, and risk management Fraud prevention experience Excellent verbal, written, and interpersonal communication skills Proactive and ability to multi-task in a fast-paced environment Experience in Microsoft Office/Google Apps Bonus points: Series 7 &amp; 63 licensing Experience in Financial Services, FinTech, Big 4, Accounting, or other financial experience Experience in dispute resolution Experience in Salesforce Extensive client-facing experience and experience in fraud support</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_ce644ba7-ea3","directApply":true,"hiringOrganization":{"@type":"Organization","name":"Brex","sameAs":"https://brex.com/","logo":"https://logos.yubhub.co/brex.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/brex/jobs/8452871002","x-work-arrangement":"onsite","x-experience-level":"mid","x-job-type":"full-time","x-salary-range":"$28.00 CAD - $34.00 CAD per hour","x-skills-required":["customer experience","operations","risk management","fraud prevention","Microsoft Office","Google Apps"],"x-skills-preferred":["Series 7 & 63 licensing","Financial Services","FinTech","Big 4","Accounting","dispute resolution","Salesforce"],"datePosted":"2026-04-18T15:39:22.474Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Vancouver, British Columbia, Canada"}},"employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"customer experience, operations, risk management, fraud prevention, Microsoft Office, Google Apps, Series 7 & 63 licensing, Financial Services, FinTech, Big 4, Accounting, dispute resolution, Salesforce"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_fbcb8138-106"},"title":"Investment Banking Expert - M&A","description":"<p>We are seeking a skilled Investment Banking - M&amp;A Expert to enhance xAI&#39;s AI models by providing high-quality data annotations and inputs tailored to M&amp;A investment banking contexts.</p>\n<p>In this role, you will leverage your expertise in mergers, acquisitions, divestitures, financial modeling, valuation techniques, deal structuring, due diligence, pitch books, and fairness opinions to support the training of AI systems.</p>\n<p>Responsibilities:</p>\n<ul>\n<li>Utilize proprietary software to provide accurate input and labels for M&amp;A investment banking projects, ensuring high-quality data for AI model training.</li>\n<li>Deliver curated, high-quality data for scenarios involving mergers, acquisitions, divestitures, financial modeling, valuation techniques (e.g., DCF, comparables, precedent transactions), deal structuring, due diligence, pitch books, and fairness opinions.</li>\n<li>Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.</li>\n<li>Assist in designing and improving efficient annotation tools tailored for M&amp;A investment banking data.</li>\n<li>Select and analyze complex problems in M&amp;A investment banking fields aligned with your expertise to enhance AI model performance.</li>\n<li>Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.</li>\n</ul>\n<p>Basic Qualifications:</p>\n<ul>\n<li>Professional experience in M&amp;A investment banking or related fields (e.g., M&amp;A advisor, analyst, associate, vice president or director in investment banking focused on mergers and acquisitions).</li>\n<li>Proficiency in reading and writing informal and professional English.</li>\n<li>Strong communication, interpersonal, analytical, and organizational skills.</li>\n<li>Excellent reading comprehension and ability to exercise autonomous judgment with limited data.</li>\n<li>Passion for technological advancements and innovation in M&amp;A investment banking.</li>\n</ul>\n<p>Preferred Skills and Experience:</p>\n<ul>\n<li>Relevant certification or advanced training (e.g., Series 7, Series 63, Series 79, CFA, or similar finance-related certification).</li>\n<li>Experience mentoring or training others in M&amp;A investment banking practices, such as financial modeling, valuation, or deal execution.</li>\n<li>Comfort with recording audio or video sessions for data collection.</li>\n<li>Familiarity with AI or data annotation workflows in a technical setting.</li>\n</ul>\n<p>Location and Other Expectations:</p>\n<ul>\n<li>Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit.</li>\n<li>For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required. On average most projects may involve at least 10 hours per week to achieve deliverables effectively though this is not a fixed commitment and depends on the scope of work. Contractors have full flexibility to set their own hours and determine the exact amount of time needed to complete deliverables.</li>\n<li>Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs.</li>\n<li>For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time.</li>\n<li>We are unable to provide visa sponsorship.</li>\n<li>For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.</li>\n</ul>\n<p>Compensation and Benefits:</p>\n<p>US based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process.</p>\n<p>Benefits vary based on employment type, location and jurisdiction. Benefits for eligible U.S. based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role specific information will be provided to you during the interview process.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_fbcb8138-106","directApply":true,"hiringOrganization":{"@type":"Organization","name":"xAI","sameAs":"https://www.xai.com/","logo":"https://logos.yubhub.co/xai.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/xai/jobs/4933187007","x-work-arrangement":"remote","x-experience-level":"senior","x-job-type":"full-time|part-time|contract","x-salary-range":"$45/hour - $100/hour","x-skills-required":["Mergers and Acquisitions","Financial Modeling","Valuation Techniques","Deal Structuring","Due Diligence","Pitch Books","Fairness Opinions","Proprietary Software","Data Annotation","AI Model Training"],"x-skills-preferred":["Series 7","Series 63","Series 79","CFA","Valuation","Deal Execution","AI","Data Annotation Workflows"],"datePosted":"2026-04-18T15:37:41.284Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote"}},"jobLocationType":"TELECOMMUTE","employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"Mergers and Acquisitions, Financial Modeling, Valuation Techniques, Deal Structuring, Due Diligence, Pitch Books, Fairness Opinions, Proprietary Software, Data Annotation, AI Model Training, Series 7, Series 63, Series 79, CFA, Valuation, Deal Execution, AI, Data Annotation Workflows"},{"@context":"https://schema.org","@type":"JobPosting","identifier":{"@type":"PropertyValue","name":"YubHub","value":"job_c62c6019-91f"},"title":"Investment Banking Expert - ECM","description":"<p>About the Role</p>\n<p>We are seeking a skilled Investment Banking - ECM Expert to enhance xAI&#39;s AI models by providing high-quality data annotations and inputs tailored to ECM investment banking contexts.</p>\n<p>In this role, you will leverage your expertise in equity capital markets transactions, IPOs, follow-on offerings, secondary offerings, underwriting, bookbuilding, prospectus drafting, roadshows, and equity issuance processes to support the training of AI systems.</p>\n<p>Responsibilities</p>\n<ul>\n<li>Utilize proprietary software to provide accurate input and labels for ECM investment banking projects, ensuring high-quality data for AI model training.</li>\n<li>Deliver curated, high-quality data for scenarios involving equity capital markets transactions, IPOs, follow-on offerings, secondary offerings, underwriting, bookbuilding, prospectus drafting, roadshows, and equity issuance processes.</li>\n<li>Collaborate with technical staff to support the training of new AI tasks and contribute to the development of innovative technologies.</li>\n<li>Assist in designing and improving efficient annotation tools tailored for ECM investment banking data.</li>\n<li>Select and analyze complex problems in ECM investment banking fields aligned with your expertise to enhance AI model performance.</li>\n<li>Interpret, analyze, and execute tasks based on evolving instructions, maintaining precision and adaptability.</li>\n</ul>\n<p>Basic Qualifications</p>\n<ul>\n<li>Professional experience in ECM investment banking or related fields (e.g., ECM analyst, associate, vice president or director in investment banking focused on equity capital markets).</li>\n<li>Proficiency in reading and writing informal and professional English.</li>\n<li>Strong communication, interpersonal, analytical, and organisational skills.</li>\n<li>Excellent reading comprehension and ability to exercise autonomous judgment with limited data.</li>\n<li>Passion for technological advancements and innovation in ECM investment banking.</li>\n</ul>\n<p>Preferred Skills and Experience</p>\n<ul>\n<li>Relevant certification or advanced training (e.g., Series 7, Series 63, Series 79, CFA, or similar finance-related certification).</li>\n<li>Experience mentoring or training others in ECM investment banking practices, such as financial modelling, underwriting, bookbuilding, or equity issuance.</li>\n<li>Comfort with recording audio or video sessions for data collection.</li>\n<li>Familiarity with AI or data annotation workflows in a technical setting.</li>\n</ul>\n<p>Location and Other Expectations</p>\n<ul>\n<li>Tutor roles may be offered as full-time, part-time, or contractor positions, depending on role needs and candidate fit.</li>\n<li>For contractor positions, hours will vary widely based on project scope and contractor availability, with no fixed commitments required. On average most projects may involve at least 10 hours per week to achieve deliverables effectively though this is not a fixed commitment and depends on the scope of work. Contractors have full flexibility to set their own hours and determine the exact amount of time needed to complete deliverables.</li>\n<li>Tutor roles may be performed remotely from any location worldwide, subject to legal eligibility, time-zone compatibility, and role specific needs.</li>\n<li>For US based candidates, please note we are unable to hire in the states of Wyoming and Illinois at this time.</li>\n<li>We are unable to provide visa sponsorship.</li>\n<li>For those who will be working from a personal device, your computer must be a Chromebook, Mac with MacOS 11.0 or later, or Windows 10 or later.</li>\n</ul>\n<p>Compensation and Benefits</p>\n<p>US based candidates: $45/hour - $100/hour depending on factors including relevant experience, skills, education, geographic location, and qualifications. International candidates: Information will be provided to you during the recruitment process.</p>\n<p>Benefits vary based on employment type, location and jurisdiction. Benefits for eligible U.S. based positions include health insurance, 401(k) plan, and paid sick leave. Specific details and role specific information will be provided to you during the interview process.</p>\n<p style=\"margin-top:24px;font-size:13px;color:#666;\">XML job scraping automation by <a href=\"https://yubhub.co\">YubHub</a></p>","url":"https://yubhub.co/jobs/job_c62c6019-91f","directApply":true,"hiringOrganization":{"@type":"Organization","name":"xAI","sameAs":"https://www.xai.com/","logo":"https://logos.yubhub.co/xai.com.png"},"x-apply-url":"https://job-boards.greenhouse.io/xai/jobs/4954568007","x-work-arrangement":"remote","x-experience-level":"senior","x-job-type":"full-time|part-time|contract|temporary|internship","x-salary-range":"$45/hour - $100/hour","x-skills-required":["ECM investment banking","equity capital markets transactions","IPOs","follow-on offerings","secondary offerings","underwriting","bookbuilding","prospectus drafting","roadshows","equity issuance processes"],"x-skills-preferred":["Series 7","Series 63","Series 79","CFA","financial modelling","equity issuance"],"datePosted":"2026-04-18T15:37:28.027Z","jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Remote"}},"jobLocationType":"TELECOMMUTE","employmentType":"FULL_TIME","occupationalCategory":"Finance","industry":"Finance","skills":"ECM investment banking, equity capital markets transactions, IPOs, follow-on offerings, secondary offerings, underwriting, bookbuilding, prospectus drafting, roadshows, equity issuance processes, Series 7, Series 63, Series 79, CFA, financial modelling, equity issuance"}]}