Interacts with sales and relationship management staffs to integrate pricing into formal proposal documents and collaborates with product, marketing, finance, and subject matter experts to update product information, sales positioning, and proposal content to support 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.