Interacts with sales/relationship management staffs to integrate pricing into formal proposal documents, and interacts with product, marketing and sales/relationship management staffs to update product information and sales positioning and to customize proposals to the agreed-upon sales strategy. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.