3+ YOEBachelor’s degree; 3+ years in asset management or related financial services; SIE, Series 7, and Series 63 licenses or ability to obtain within 90 days; strong communication and relationship management.
7+ YOE7+ years in transaction banking/payments or corporate treasury; 5+ years in client-facing solution structuring or sales enablement; deep knowledge of US payment rails, ERP/TMS integrations, pricing and commercialization; strong communication and presentation skills.