Psychiatry Account Manager - Hood River, OR
Account manager job in Hood River, OR
Territory: Hood River, OR - Psychiatry
Target cities for territory are Hood River and Clackamas - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Tri Cities, Benton City, Sunnyside, Prosser, Grandview, Walla Walla, Yakima, Pendleton, Hermiston, LaGrande, Dalles, Hood River, Clackamas.
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic and outstanding communication skills
Must be computer literate with proficiency in Microsoft Office software
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Previous experience within a specialty product sales force.
Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder
Documented successful sales performance
Ownership and accountability for the development and execution of fully integrated account plans
Strong analytical background, and experience using sales data reporting tools to identify trends
Experience in product launches
Previous experience working with alliance partners (i.e., co-promotions)
Strong leadership through participation in committees, job rotations, panels and related activities
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $137,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Business Development Manager
Account manager job in Portland, OR
About the Company - Are you ready to join a company that's not just a workplace, but a legacy? Welcome to Grand + Benedicts, where innovation meets tradition and where every employee is valued as a pioneer. At Grand + Benedicts, we're more than just a company - we're a tight-knit community. Our culture is rooted in heart, where every individual matters, and every client is treated as a VIP. Whether we're serving a multinational chain or a small, independent business, we bring the same passion and attention to detail to each project. But it's not all about work. We believe in striking a balance between professional excellence and personal well-being. Our workplace offers an on-site gym and wellness programs throughout the year, ensuring that employees can maintain a healthy work-life balance. If you're passionate, skilled, and eager to be part of a dynamic community that values both excellence and well-being, Grand + Benedicts is the place for you. Join us in shaping the future of retail and discover a career where your talents are celebrated. Apply now and become part of our enduring legacy.
The Business Development Manager reports directly to the Director of Sales.
About the Role - As a Business Development Manager you will:
· Prospect new business with leading national retailers and brands
· Manage and grow existing business within assigned territory
· Qualify and develop leads generated via the company website and other marketing activities
· Work closely with an internal team of Project managers and Designers to support and grow customer accounts
· Travel to various locations for regular client visits, corporate headquarters of leading national retailers and brands
· Develop strong relationships with key contacts
· Communicate sales orders with Accounting and Shipping departments
Qualifications - Experience and Attributes essential for success:
· Bachelor's Degree or equivalent in a related discipline
· Three (3) years of Sales, Account Management or Project Management skills preferred
· Strong understanding and execution of the sales process
· Work well independently as well as within a team
· Ability to showcase our offerings in a compelling way
· Ability to conceptualize in 3D and read store layouts or fixture drawings
· Knowledge of apparel and/or footwear industry or retail merchandising preferred
· Basic knowledge of production process typically using wood and metal preferred
Salary Range - Starting salary range: Starting salary range: $75,000-$85,000, based on experience, with commission opportunities. This role is designed to evolve into a commission-only compensation model as you grow and succeed in the position.
Work Schedule & Benefits
In-person at Portland office
8-hour shifts, Monday-Friday
25% travel required
401(k) with profit sharing
Medical, dental, and vision insurance
Employee Assistance Program (EAP)
Paid Time Off (PTO)
Equal Opportunity Statement - It is the policy of Grand + Benedicts, Inc. that employment decisions shall be based on merit, qualifications and competence. Employment practices shall not be influenced or unlawfully affected by an applicant's or employee's race, color, religion, gender, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, amnesty or status as a covered veteran in accordance with applicable federal, state and local laws. Grand + Benedicts complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including hiring, placement, promotion, termination, layoff, recall, and transfer, leaves of absence, compensation and training.
Grand + Benedicts, Inc. expressly prohibits any form of unlawful employee harassment based on race, color, religion, gender, sexual orientation, national origin, age, genetic information, disability or veteran status. Improper interference with the ability of Grand + Benedicts, Inc. employees to perform their expected job duties is not tolerated.
National Sales Manager
Account manager job in Portland, OR
MaxBP is the pioneer of Fast Training, creating baseball and softball tools that optimize both the quality and quantity of repetitions for rapid athlete improvement. Professional teams, college programs, and serious athletes at all levels use MaxBP to transform practice efficiency, get more productive reps, and accelerate player development. Using specially designed small training balls and portable pitching machines, MaxBP provides game-speed training that can be done anywhere, anytime, allowing players to develop faster than their competition. Athletes, coaches, and parents can learn more about MaxBP training solutions at **************
Role Description
On-Site Only - Portland, OR (5835 NE 122nd Ave, near PDX Airport)
Full-time | Monday-Friday | 8+ hours/day
This is a full-time, on-site position located in Portland, OR. As a National Sales Manager at MaxBP, you will oversee sales operations nationwide, driving revenue growth, managing client relationships, and identifying opportunities for business expansion. Your daily tasks will include leading a sales team, conducting strategic business planning, managing accounts, setting and tracking sales goals, and ensuring budget adherence. You will play a key role in growing MaxBP's presence in the sports training industry.
Qualifications
Must have previous experience leading and developing a sales team
Demonstrated expertise in team management, including coaching, mentoring, and motivating sales teams to achieve organizational goals.
Strong skills in business planning and budgeting, with the ability to develop and implement effective strategies.
Proven experience in sales and account management, with a track record of achieving or exceeding revenue targets.
Excellent communication, negotiation, and interpersonal skills.
Bachelor's degree in Business, Marketing, or a related field is preferred.
Ability to analyze market trends and adapt strategies accordingly.
Experience in the sports, training, or equipment industry is a plus.
Compensation & Benefits
Salary + Bonus
Salary 3 weeks PTO (beginning month 4)
Paid Day Off on Your Birthday (starting in year 2)
8 Paid Holidays (2026)
401(k) (eligible month 4)
Health, Dental, Vision Insurance (after 90 days)
Laptop, Phone & Office Equipment Provided as Needed
Ready to Join a Winning Team?
This is your opportunity to work for one of the fastest-growing sports companies in the country - in a role where your hustle directly drives growth. If you're ready to take ownership of your results and make a meaningful impact, we want to hear from you.
Apply now - and while you're at it, let us know which customer review on our site stood out most to you.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
Nursery Sales Manager
Account manager job in Woodburn, OR
The Nursery Sales Manager is responsible for managing and driving plant sales across all markets throughout the United States and Canada. This role oversees both inside and outside sales representatives, creates sector-specific sales plans, and ensures successful promotion, balancing, and movement of plant inventory. The Sales Manager develops sales strategies, supports staff with product knowledge, and maintains strong relationships with customers, brokers, and internal departments.
Key Responsibilities
Sales Leadership & Strategy
· Manage plant sales to all markets throughout the US and Canada.
· Manage and support inside and outside sales representatives.
· Create and provide detailed sales plans for each sector within the marketplace.
· Promote and market plant material to existing and potential customers.
· Manage and monitor all pre-order sales.
· Balance inventory of products; monitor and promote surplus items.
· Develop systems of accountability for sales departments and contact reporting.
· Create and practice sales strategies to add, manage, and assign accounts.
· Establish sales goals based on the landscape of market sectors in total dollars.
· Assure and monitor sales goals, new accounts, account growth, and account changes.
· Manage and maintain strong relationships with brokers.
· Provide salespeople with information on best items to sell per sector and geographic region.
Reporting & Processes
· Report sales daily, monthly, and annually per territory for inside and outside sales.
· Develop and practice efficient processes and procedures for sales operations.
· Keep records of quotes and bids for landscape projects; follow up with customer accounts.
· Meet quoting and confirmation deadlines, including follow-ups.
· Manage inspection of orders loaded and shipped, date and file per customer.
· Conduct weekly or as-needed sales meetings with inside and outside representatives.
Training & Team Support
· Train new sales staff.
· Promote 'Why Buy from Loen Nursery' to customers and marketplaces.
Qualifications
· Minimum 5 years' experience in nursery product sales.
· Minimum 3 years' experience as a sales manager for a nursery or landscape retailer.
· Excellent communication, leadership, and organizational skills.
· Sales-minded, fast-paced, adaptable, and proactive.
· Degree in Horticulture preferred.
· A Plus: Spanish/English bilingual, strong plant knowledge, previous experience in the nursery trade.
Benefits & Salary
· $80,000 - $120,000 per year, plus goal-based bonuses.
· Medical and Dental Insurance.
· Vacation pay.
· Paid holidays.
· Sick leave.
· OR Saves Retirement Plan
To Apply
Please email a resume and cover letter to: ******************
Corporate Account Manager
Account manager job in Portland, OR
As the industry leader in water technology, we're growing and need talented people like you to help us continue to protect the world's most vital resource. Nalco Water, an Ecolab Company, seeks a Corporate Account Manager to join its industry leading sales team. You'll be responsible for developing and expanding new and existing national accounts in a selected industry. Through outstanding presentation skills and style, you'll help our customers be more profitable by saving water, energy and waste.
What's in it For You:
* The opportunity to take on some of the world's most meaningful challenges, helping customers achieve clean water, safe food, and healthy environments
* The ability to make an impact with a company that is passionate about your career development
* Paid training held in the field and at Nalco Water Headquarters in Naperville, IL
* Enjoy a flexible, independent work environment
* Receive a non-decaled company vehicle for business and personal use
* Comprehensive benefits package starting day 1 of employment - medical, dental, vision, matching 401(k), company paid pension, stock purchase plan, tuition reimbursement and more!
What You Will Do:
* Develop and expand existing and new national accounts within Nalco Water's colloidal technologies group. Industries you will focus on are microelectronics silicon wafer polishing, investment casting, catalyst, paints and coatings, and other related markets.
* Develop and expand existing and new national accounts within Nalco Water's colloidal technologies group. Industries you will focus on are microelectronics silicon wafer polishing, investment casting, catalyst, paints and coatings, and other related markets.
* Design and implement strategic business plans for national accounts
* Present value-add products and programs, highlighting impact to the customer's business
* Ensure customer service delivery emphasizing the delivery of Nalco Water's value proposition
* Build and secure major new business accounts at the corporate level
* Partner and lead service and sales teams to ensure that revenue and profit targets are met and delivery of Service Standards are consistent
Territory/Location Information:
* Location is flexible and remote but must be located near a major airport
* Targeted accounts are within the Global High-Tech industries
* 50% overnight travel required
Minimum Qualifications:
* Bachelor's degree
* 8 years of technical sales experience
* Immigration sponsorship is not available for this role
Preferred Qualifications:
* Bachelor's degree in engineering (chemical, mechanical, industrial) or life sciences (biology, chemistry, etc.)
* Water treatment or specialty chemical industry experience
* Demonstrated large account management success is in selected industry with executive-level relationship sales experience
About Nalco Water:
In a world with increasing water shortage and contamination challenges, Nalco Water, an Ecolab company, helps customers conserve more than 161 billion gallons of water each year. We work with customers across the world in the light industry (institutional, food & beverage, transportation and manufacturing), heavy industry (chemical, power and primary metals industries), paper and mining operations to reduce, reuse, and recycle their water while protecting their systems and equipment. Nalco Water provides the unique opportunity to work with a broad suite of technologies to deliver automated monitoring systems, data analysis and deep technical expertise to increase efficiency, sustainability and performance for our customers.
Annual or Hourly Compensation Range
The total Compensation range for this position is $138,200-$207,400 which includes base pay and target incentive based on performance, per plan terms. Many factors are taken into consideration when determining compensation, such as experience, education, training, geography, etc. We comply with all minimum wage and overtime laws.
Benefits
Ecolab strives to provide comprehensive and market-competitive benefits to meet the needs of our associates and their families. Click here to see our benefits.
If you are viewing this posting on a site other than our Ecolab Career website, view our benefits at jobs.ecolab.com/working-here.
Potential Customer Requirements Notice
To meet customer requirements and comply with local or state regulations, applicants for certain customer-facing roles may need to:
* Undergo additional background screens and/or drug/alcohol testing for customer credentialing.
* Be fully vaccinated for COVID-19, including a booster if eligible, unless a religious or medical accommodation is requested by the applicant and approved by Ecolab.
Americans with Disabilities Act (ADA)
Ecolab will provide reasonable accommodation (such as a qualified sign language interpreter or other personal assistance) with our application process upon request as required to comply with applicable laws. If you have a disability and require accommodation assistance in this application process, please visit the Recruiting Support link in the footer of each page of our career website.
Auto-ApplyPrivate Client Relationship Manager - OR
Account manager job in Portland, OR
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role is located in Portland, OR and will report in the office on a hybrid schedule.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyClient Relationship Manager
Account manager job in Portland, OR
For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people.
Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Portland, OR. This is a full-time position that offers a competitive base salary, plus commission, along with benefits.
The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation.
Responsibilities:
Outside face to face sales
New business development, account management, client retention
Develop and maintain your book of business
The benefits of being an Ernest Client Relationship Manager:
develop, keep, and manage your own accounts
continue to make residual income from your accounts
and of course a strong base salary + commission + benefits
uncapped earnings potential
Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos:
Ernest's Cardboard Guitar Strikes a Chord
Moving Packaging Forward
Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!
Auto-ApplyJPMorgan Private Client Relationship Manager - Portland, OR
Account manager job in Portland, OR
Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
**Job responsibilities**
+ Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
+ Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
+ Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
+ Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
+ Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
+ Strictly adhere to all risk and control policies, regulatory guidelines and security measures
**Required qualifications, capabilities, and skills**
+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
+ Proven trusted relationship builder with a track record of delivering an exceptional client experience
+ Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
+ Demonstrated understanding of investments, wealth planning, credit and banking concepts
+ Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
**Preferred qualifications, capabilities, and skills**
+ A bachelor's degree
+ Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Portland, OR and will report in the office. **In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.** More details about total compensation and benefits will be provided during the hiring process.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Portland, OR: $150,000.00 - $150,000.00 / year
Customer Business Unit Program Mgmt 1
Account manager job in Portland, OR
Region: Americas Country: USA State/Province: New Hampshire City: Remote Employee US **Functional Area:** Sales, Marketing & Business Development (MBD) **Career Stream:** Global Customer Business Unit (GCBU) **Role:** Consultant 1 (CO1)
**Job Title:** Consultant, Customer Business Unit Program Mgmt 1
**Job Code:** CO1-MBD-CBU
**Job Level:** Level 10
**Direct/Indirect Indicator:** Indirect
**Summary**
The Global Customer Business Unit (GCBU) Program Manager acts as a vital member of the Program Management team, providing comprehensive support for the operational management of complex customer programs and projects. This role contributes directly to ensuring on-time, on-spec delivery, supporting the achievement of critical operational key performance indicators (KPIs), and meeting defined program goals. The Program Manager works closely with the Program Lead, coordinating execution activities across internal functions (Sales, Marketing, Development, Manufacturing, etc.) to ensure collaborative execution and customer satisfaction.
**Detailed Description**
The core responsibilities of the GCBU Program Manager focus on execution support and operational engagement:
+ **Account & Program Execution Support**
+ Support the Program Lead as a key point of contact for day-to-day program execution and project lifecycle management.
+ Work closely with the internal Program Lead to coordinate the account team's interface with cross-functional groups, including Development, New Product Introduction (NPI), Sales, Marketing, and Manufacturing.
+ Assist in developing comprehensive program plans, schedules, and tracking resource commitments to ensure customer deliverables are met on time and within scope.
+ Participate in program tracking meetings and operational reviews with both the customer and the internal account team, ensuring transparent communication.
+ Support the implementation and maintenance of customer business processes, communication flows, and issue escalation protocols.
+ **Performance Metrics and Delivery Assurance**
+ Assist in the tracking and reporting of all key program performance indicators (KPIs), operational metrics, and critical delivery milestones.
+ Monitor and report on overall program execution status and adherence to defined strategic and operational objectives.
+ Support the development of clear and measurable action plans to correct schedule deviations or issues impacting program scope or quality goals.
+ Participate in program execution reviews, focusing on planning, adherence to schedules, and monitoring operational efficiency.
+ Help ensure compliance with all contractual and performance commitments related to delivery, quality, and timelines.
+ **Customer Relationship & Communication**
+ Communicate with the customer as directed by the Program Lead to ensure ongoing satisfaction with products and company performance.
+ Participate in the process of receiving and documenting customer issues and complaints, helping to coordinate internal responses.
+ Assist in soliciting performance feedback, preparing customer satisfaction surveys, and communicating critical insights back to internal teams.
+ Support the Sales team and GCBU leadership by gathering and formatting necessary content for customer communications and business reviews.
**Knowledge/Skills/Competencies**
+ Strong Teamwork, Collaboration, and Communication skills, with a focus on working effectively within a large group environment.
+ Proven ability to work effectively across Cross-Functional Teams in a matrix organization structure.
+ Foundational expertise in Program Performance Management and Operational Delivery Assurance.
+ Practical knowledge of KPI definition, data tracking, and reporting methodologies.
+ Strong skills in Relationship Support and customer communication.
+ Excellent understanding of Program Lifecycle Management and operational methodologies.
+ Solid grasp of Industry, Market, and Technology relevant to the customer's business.
+ Proficiency in Data Analytics and the ability to rapidly learn and utilize internal IT tools for performance tracking.
+ High degree of computer literacy, with strong proficiency in Microsoft Office applications.
+ Excellent understanding of company capabilities, offerings, sites, and key functional teams (e.g., Celesca's ecosystem).
**Physical Demands**
**Typical Experience**
Eight (8) or more years of relevant professional experience, preferably in program management support, customer-facing roles, or strategic account execution within the relevant industry.
**Typical Education**
Bachelor's degree in a related field (e.g., Engineering, Business Management, or a technical discipline). An equivalent combination of education and experience may be considered.
**Salary**
The salary range described in this posting is an estimate by the Company, and may change based on several factors, including by not limited to a change in the duties covered by the job posting, or the credentials, experience or geographic jurisdiction of the successful candidate. Salary Range: $102k-$140k Annually
Celestica is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws.
This policy applies to hiring, promotion, discharge, pay, fringe benefits, job training, classification, referral and other aspects of employment and also states that retaliation against a person who files a charge of discrimination, participates in a discrimination proceeding, or otherwise opposes an unlawful employment practice will not be tolerated. All information will be kept confidential according to EEO guidelines.
Celestica is an E-Verify employer.
**COMPANY OVERVIEW:**
Celestica (NYSE, TSX: CLS) enables the world's best brands. Through our recognized customer-centric approach, we partner with leading companies in Aerospace and Defense, Communications, Enterprise, HealthTech, Industrial, Capital Equipment and Energy to deliver solutions for their most complex challenges. As a leader in design, manufacturing, hardware platform and supply chain solutions, Celestica brings global expertise and insight at every stage of product development - from drawing board to full-scale production and after-market services for products from advanced medical devices, to highly engineered aviation systems, to next-generation hardware platform solutions for the Cloud. Headquartered in Toronto, with talented teams spanning 40+ locations in 13 countries across the Americas, Europe and Asia, we imagine, develop and deliver a better future with our customers.
Celestica would like to thank all applicants, however, only qualified applicants will be contacted.
Celestica does not accept unsolicited resumes from recruitment agencies or fee based recruitment services.
Principal Technical Account Manager, Strategic Healthcare
Account manager job in Portland, OR
Job Description
Location: United States (Remote) | Preference: West Coast-based candidates strongly preferred | Travel: Up to 25%
About the Role
At Andgo, we are pioneering optimized workforce management (WFM) staffing solutions for the enterprise healthcare marketplace. Our platform is essential for healthcare systems, ensuring optimal staffing levels that directly impact patient care and operational efficiency.
We are seeking a highly strategic Principal Technical Account Manager to manage the complete technical lifecycle and long-term success of our most critical, large strategic enterprise account in the US Healthcare space.
Reporting to the Senior Manager, Technical Integration & Support, this is a pivotal, high-impact role that demands an ideal blend of executive-level client relationship management and expert-level technical problem-solving. You will act as the dedicated technical leader of the account, responsible for strategic technical planning, complex troubleshooting, and ensuring the customer achieves maximum, sustained value from the Andgo platform.
This position is perfect for a seasoned professional who excels at building trust with C-suite and senior technical leaders, translating complex technical roadmaps into business value, and navigating the unique, high-stakes environment of healthcare IT.
What you'll be doing Client Relationship Management & Strategic Planning
Serve as the primary technical subject matter expert (SME) and strategic advisor for a dedicated, Large Strategic Enterprise Healthcare account, building and maintaining deep, long-term relationships with technical stakeholders and executive decision-makers.
Advise the client on how to strategically align their long-term technical goals and initiatives with the capabilities and future direction of the Andgo product roadmap.
Advocate for the customer's needs as a strategic partner for their adoption and alignment with the product roadmap.
Proactively monitor and interpret customer technical health and system utilization data; identify and mitigate complex risks (performance, security, scalability) to ensure continuity and successful adoption.
Collaborate seamlessly with the Customer Success Manager to co-lead Executive Business Reviews, delivering technical presentations that focus on ROI, system optimization, and future strategic growth.
Expert Technical Consulting & Troubleshooting
Act as the internal and external technical escalation point for all post-live issues, performing advanced root cause analysis by analyzing logs, database configurations, and system behavior.
Guide the customer on advanced system architecture, configuration best practices within the Andgo ecosystem, and optimization to ensure a highly scalable and resilient enterprise solution.
Drive the resolution of critical technical issues in collaboration with Engineering and Product teams, managing all internal and external technical communication to minimize impact on the critical 24/7 healthcare environment.
Project Execution & Product Advocacy
Lead the technical execution of high value, complex projects, including enterprise-wide system integrations, major version upgrades, and deployment of new features, ensuring on-time and high-quality delivery.
Champion the voice of this key customer internally, translating their unique technical feedback, business workflows, and competitive landscape needs into actionable requirements for our Product and Engineering roadmaps.
Co-create and deliver tailored, high-level technical training and documentation for customer IT teams, empowering them to effectively test, and manage their Andgo implementation.
What you bring to the team
Proven Experience: 7+ years in a senior, customer-facing technical role (e.g., Technical Account Management, Solutions Architect, Enterprise Technical Consulting) supporting Large Strategic Enterprise accounts.
WFM Domain Expertise: Required, hands-on experience working with UKG Workforce Management Pro (formerly Dimensions/WFC) or similar enterprise-level WFM solutions.
Healthcare Industry Focus: Deep understanding of healthcare staffing, scheduling workflows, operational constraints, and the high-compliance, high-stakes nature of healthcare IT.
Technical Acumen: Expert-level knowledge of SaaS solutions, modern integration patterns, cloud environments, and sophisticated technical troubleshooting methodologies.
Communication & Presence: Exceptional verbal, written, and presentation skills, with a proven ability to communicate complex technical concepts and strategy to both technical teams and non technical executive-level audiences.
Education: Bachelor's degree in Computer Science, Engineering, or a related technical discipline, or equivalent practical experience.
Bonus Points
Demonstrated experience managing a technical relationship with a single, highly strategic, high-revenue account.
Work with us!
Remote-Friendly: Work from anywhere in the United States. (West Coast preferred)
Health & Dental Benefits: Comprehensive health and dental coverage.
401(k) Match: Employer-matched 401(k) plan to help you invest in your future.
Professional Development: Budget for professional development to help you grow in your career.
Vacation: 4 weeks of vacation to recharge and relax.
Statutory Holidays: 12 company-recognized statutory holidays each year.
Flex/Bonus Days: 2 additional flex days each year to use however you need.
Sick/Wellness Days: Unlimited paid sick and wellness days to support your health and wellbeing.
Flexible Hours: Flexible working hours to suit your lifestyle.
10% Time: Opportunity to work on side projects of your choosing.
Home Office Setup: Budget to set up your home office.
Great Team: Collaborative and supportive team members.
Impact: Opportunity to make a significant impact in the healthcare industry.
If you feel like you might not possess all the qualities we are looking for, we still want to hear from you! We believe in growing talent and building a diverse team that values growth and personal development.
About Us
Simplifying complex interactions, Andgo facilitates communication for unplanned, immediate need vacancies and planned absences, ensuring the right person is in the right shift at the right time.
As a team we work best when we work closely together, and when ideas can be exchanged openly and honestly. We want our team to understand the "why" of the work they're doing, and how it fits into the overall picture of Andgo as a product and business.
Andgo Culture
The culture at Andgo Systems is by D.E.S.I.G.N.
Does the right thing. We are intentional in determining the right course of action. We do what's right, not what's easy, even when no one is looking.
Exhibits a growth mindset. Andgo is a growth company. We invest in ourselves and seek knowledge to achieve this growth. What got us here is not going to get us there.
Shows authentic self. We bring our whole selves to work. We have fun, support each other, and contribute positively to our shared culture. We are curious, not judgemental.
Innovate & iterate. We thoughtfully experiment and push the boundary, knowing that even when we 'fail' it moves us forward.
Good people help first. We add value to every interaction. We have a service-first mentality, whether it's helping a co-worker or a customer. We listen empathetically.
No ego. We give and receive feedback openly and honestly. We understand feedback is an important process of improvement and we are willing to change our views when presented with new information.
These shared core values are how we hire, review, reward, and recognize our team, so it's important that you share these values in order to be a part of the Andgo team.
Merrill Market Client Relationship Manager
Account manager job in Portland, OR
Portland, Oregon;Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
**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.
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**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 (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
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.
Territory Sales Manager-Portland, Oregon
Account manager job in Portland, OR
Schedule: M-F, 8am-5pm * MUST HAVE EXPERIENCE WITH BUSINESS DEVELOPMENT, MARKET DEVELOPMENT, OR OUTSIDE SALES. THIS IS A HUNTER MENTALITY SALES ROLE - EXPERIENCE REQUIRED.* Specific responsibilities include: Hybrid role!! * Identify, prospect, and sell new customers
* Successfully sell to new customers and achieve sales goals
* Directly manage all aspects of your sales territory
* Utilize Company's sales automation tool to assist in managing sales territory
* Establish and maintain collaborative relationships with the corporate office staff as well as the field sales organization
To perform successfully, you should demonstrate the following attributes:
* Energetic self-starter with the desire to succeed.
* Self-disciplined individual, who is able to manage a territory from a home-office base.
* Successful in prospecting new customers.
* Possess excellent verbal and written communication skills.
* Possess an outgoing, friendly personality.
* Proficient in MS Office - Word, Excel, and Power Point.
Qualifications/Experience:
* Creative and skilled sales leader who has experience in business-to-business sales, preferably in the foodservice or hospitality industry.
* Results oriented sales leader with a proven record of exceeding sales targets, who possesses strong work ethic, and excellent selling, negotiation, communication and people skills.
* Strong problem solving, analytical and organizational skills.
* Excellent verbal, written and presentation skills.
* Proficient computer skills. MS office - Word, Excel, and PowerPoint.
Education
* Bachelors degree in business or related field preferred or equivalent experience
* Five years outside sales experience if educational requirements not met.
Other Considerations:
* Ability to travel locally and manage sales territory from a home-based office.
* Ability to travel locally and manage sales territory from a home-based office.
NuCO2 provides competitive pay and an exceptional benefits package, including health, dental, disability, and life insurance; paid holidays and vacation; a 401(k)-retirement plan; employee discounts; and opportunities for educational and professional development. Additional compensation may vary depending on the position and organizational level. Build your future with us while making an impact every day!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, pregnancy, sexual orientation, gender identity or expression, or any other reason prohibited by applicable law.
Territory Sales Manager
Account manager job in Portland, OR
Job Purpose Territory Sales Managers play a vital role in the business growth of Finn All Seasons by supporting current customers and developing new customers. They understand their customers' operations and business needs and share the value our products bring to their business challenges and opportunities. Territory Sales Managers develop business relationships and friendships with customers by checking on their satisfaction, helping with their product and service needs, proposing new solutions and product enhancements, making the sales and order process easy, and consistently following up to make sure that Finn All Seasons meets their needs. Essential Duties and Responsibilities
On a consistent and planned basis, meet with existing customers, to build a relationship, inform, train and educate them on all products and services related to their business.
Research the regional area and conduct analysis on new and potential customer demand for our products, prioritize leads and develop an action plan to reach out to initiate contact, or conduct training programs or field demonstrations within the geographic region.
Assist customers with placing product orders, create notes on orders, relationship building conversations, potential business needs or challenges, customer concerns, and competitive activity in the area.
Educate customers on Finn All Seasons products and services, their uses, and all applicable benefits.
Resolve any client conflicts or issues efficiently and timely, and inform management of any potential ongoing concerns.
Participate in trade shows and dealer promotions.
Monitor delivery dates and touch back with the customer to solicit their satisfaction.
Establish sales revenue goals and own accountability for results.
Education, Knowledge and Skills
Associate's Degree in Sales or related field, or equivalent combination of education and experience.
Mechanical aptitude and training through vocational, educational or work experience.
Experience in low volume/high mix industry preferred
Experience in heavy commercial equipment industry preferred.
Minimum three years of experience in a sales or customer service role.
Excellent verbal and written communication skills
Must be able to represent the business in a professional and ethical manner.
Must be willing to travel up to 75% of the time.
Strong math computations skills, including financial, quoting, pricing, and credit.
Must have valid driver's license.
Supervisory Responsibilities: None Work Environment: Manufacturing/Warehousing and store/office environment, travel extensively and at customer facilities. Exposure to noise, fumes, and dust, while in the manufacturing/warehousing facility at Express Blower or at customer locations. Physical Demands: This position frequently lifts heavy objects and/or up to 50 lbs., and occasionally up to 100 lbs., walks and stands for long periods of time and performs strenuous physical labor. The employee lifts, pushes, pulls or carries objects; uses abdominal and lower back muscles to provide support over time without fatigue; and effectively lifts and carries heavy loads. The position requires good manual dexterity (hand, hand and arm, two hands) and multi-limb coordination. It also requires the ability to quickly move arms and legs. The employee must have excellent stamina. Seeing with the ability to read reports, data, statistics and information on computer screens are required. Acknowledgement: This job description is not intended to be an all-inclusive list of duties and standards of the position. Critical features of this job are described under the headings above. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. Furthermore, this does not establish a contract for employment and is subject to change at the discretion of the company. Equal Employment Opportunity Employer and a Drug-Free Workplace
Territory Sales Manager - CBD Wellness (West Super Territory)
Account manager job in Portland, OR
Green Revolution is a leading Cannabis Wellnes Consumer Packaged Goods company based out of Washington State. We are looking to hire for our 0 percent THC, wellness focused CBD brand with a portfolio of gummies, tinctures, creams and shots built around everyday needs like sleep, calm, focus and relief. We see a major opportunity to bring a clean, compliant CBD brand into mainstream retail as the category matures and consolidates.
Role Overview
We are hiring a senior Territory Sales Manager based in the Portland, Oregon area to lead retail sell in and sell through for our West Super Territory.
You will be the point person for getting Green Revolution CBD on shelf across key grocery, natural and pharmacy accounts in the Pacific Northwest and West. This is a hands on role for an experienced CPG or CBD salesperson who likes building a territory from the ground up.
Full time, remote field role
Reports to: CEO or Head of Sales
Location: Portland, OR area preferred
Travel: approximately 40 to 60 percent within the territory
Territory
West Super Territory
Priority state: Washington
Halo states: Oregon, California, Colorado
You will focus most effort on Washington and Oregon, with targeted trips into California and Colorado for strategic accounts.
Key Responsibilities
Retail account development
Build and continuously refine a target list of priority chains and independents in WA, OR, CA and CO
Lead outreach to buyers and category managers at:
Natural grocery
Regional and national grocery
Pharmacies and drug chains
Vitamin and specialty wellness retailers
Secure line review meetings, present the Green Revolution story and close new distribution deals
Negotiate pricing, promo plans and introductory programs within defined guardrails
Territory execution
Manage the full sales cycle from first contact to signed vendor agreements and opening orders
Coordinate samples, sell sheets, COAs and any compliance documentation needed for new accounts
Support store level execution - from initial merchandising to ongoing checks on shelf presence and pricing
Plan and execute in store demos or staff trainings to drive trial and education
Track and report on doors opened, orders, reorders and promotion performance in CRM
Internal collaboration
Provide regular feedback to leadership on retailer needs, pricing, promo performance and product gaps
Partner with marketing on retail support tools - point of sale, displays, social posts and local programs
Give input into forecasting and inventory planning based on your pipeline and sell through trends
What Success Looks Like In Year One
Green Revolution is on shelf in a healthy mix of natural, grocery and pharmacy accounts across WA and OR, plus a few strategic doors in CA and CO
You have opened at least one multi store chain and a solid base of high value independents
25 to 40 stores are ordering regularly by the end of the first 120 days, with clear reorder patterns building from there
Buyers see you as a trusted partner and come to you for ideas on growing the CBD wellness set
Compensation And Benefits
Base salary target: 50,000 to 70,000 USD depending on experience
Commission: 5 percent of net wholesale sales in your territory, with higher tiers for exceeding quota
On target earnings: 100,000 USD plus for hitting agreed goals
Performance bonuses for:
Opening priority chains
Hitting new door targets
Expanding distribution within existing accounts
Travel and expense reimbursement
Dedicated budget for product samples and in store activities
Requirements
Qualifications
Must have
3 to 7+ years of field sales experience in CPG, beverage, supplements or CBD
Proven track record selling into grocery, natural or pharmacy - ideally with existing retail buyer relationships in the West
Strong understanding of retail math, margins, promo planning and how to build a category story
Comfortable selling a regulated product and following clear compliance guidelines around claims
Highly organized, self directed and motivated by new business development
Willing and able to travel frequently for store and buyer visits
Nice to have
Experience with CBD, supplements, natural products or functional beverages
Experience launching new brands or building new territories
Familiarity with basic CRM tools and reporting
Benefits
Highly competitive commission structure with uncapped earning potential
Performance bonuses for opening priority retail chains and hitting door targets
Territory exclusivity within the assigned West region
Product samples provided at no cost for buyer meetings and store visits
Sales collateral and marketing support, including sell sheets, COAs, displays and POS materials
Retail training support from our leadership team and access to product education
Optional co op promo funding for key accounts to accelerate sell through
Flexible schedule and autonomy to run the territory the way you know best
Ability to expand your book of business into additional states as performance grows
Fast commission payouts (monthly or bi monthly depending on structure)
No cap on account ownership - all accounts you open remain credited to you for commission
Auto-ApplyTerritory Sales Mgr - Portland OR
Account manager job in Portland, OR
Job Description
Job Summary: Promote sales of the Company's products and services while managing the territory in meeting annual sales plans and objectives. Expand market share by establishing new independent dealer accounts, wholesale distributors and Company owned distribution/sales centers.
Major Responsibilities/Activities:
Develop strategies to obtain new accounts and maintain favorable business relations to grow existing accounts.
Follow up on new account sales to ensure customer satisfaction, order and delivery execution.
Develop individual account goals as needed.
Identify competitive market conditions and develop business growth opportunity strategies.
Implement business strategy in tandem with Company mission statement to achieve sales plan and objectives.
Demonstrate effective negotiating skills while implementing and maintaining Company pricing strategies.
Demonstrate effective management of product margin by use of multipliers while managing marketing expenses through pricing strategies and budgeting.
Demonstrate problem solving skills, good judgment and the ability to achieve consistent, high level of results.
Work with Company owned distribution/sales centers to promote customer service, efficient order processing, and issue resolution(s) while maintaining Company interests.
Address account complaints and infield warranty claim assessment, following through to the satisfactory conclusion of each issue.
Effectively communicate to customer base product changes, enhancements and Company policy.
Identify and communicate industry trends, market intelligence and opportunities to senior sales management.
Conduct product knowledge training seminars and in field installer training with a focus on increasing sales and market share.
Participate and support dealers in local home shows.
Regional and National Trade show support and participation.
Complete all reports requested by management in a timely fashion.
Follow all Company guidelines and policies.
The ideal candidate will be comfortable working in a lateral management environment where team efforts are discussed openly and implemented.
Other responsibilities not specifically mentioned above, since this list cannot be all-inclusive.
Minimum Requirements:
This position shall require
A college degree or equivalent experience
A strong business background in sales, distribution or operations.
Experience of distributor-based selling in the garage door industry preferred.
Must be familiar with all product lines and customer base.
Must be familiar with current PC software such as Microsoft Word and Excel.
Ability to travel as required (moderate level) to fulfill the sales responsibilities in the territory.
Essential Mental Functions:
The mental demands required for this position are diverse and as described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
Ability to effectively communicate in writing to generate routine reports and correspondence.
Ability to speak and communicate well with customers and co-workers.
Have solid mechanical and technical aptitude (including product installation and repair).
Self-motivated and organized, and able to work independently.
Essential Physical Functions:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to enable them to perform the essential functions.
May need to sit or stand as needed
Must have ability to drive an automobile.
May reach above shoulder heights, below the waist, or lift up to 50 pounds as required to assist in the installation and/or service of garage doors and openers for training and instructional purposes.
Proper lifting techniques are required. May include lifting up to 50 pounds for door displays, parts and related items.
Who we are:
Hörmann is a premier manufacturer of garage doors. We provide the building industry with high quality, innovative garage doors at competitive prices while maintaining a reputation of quality, reliability, and integrity. We offer a team-centered environment, where each member's unique knowledge, skills, abilities, and efforts define our success as a company. As an international corporation Hörmann LLC prizes diversity in all positions; therefore, candidates with second language ability especially in Spanish or German will be given additional consideration; however, fluency in English is required. Hormann is an Equal Opportunity Employer with a diverse employment environment. Hörmann is committed to providing access and reasonable accommodation in its services, activities, programs, and employment opportunities in accordance with the Americans with Disabilities Act and other applicable laws.
Additional Comments:
Hörmann offers a comprehensive, competitive benefit package including medical, dental, vision, life, and supplemental insurance plans, 401(k) with employer match, as well as vacation and holiday pay. Hörmann is a drug-free workplace. All offers of employment will be contingent on successfully passing a criminal background check and a pre-employment drug test.
Sales - Territory Manager - Residential
Account manager job in Portland, OR
We train and promote from within Excellent low-cost health benefits Retirement plan with employer-paid contributions Paid vacation and 10 holidays At Sierra Pacific Industries, we understand our greatest strength is the people who choose to build a career with us. We are a fourth-generation family-owned company that has grown to be one of the largest lumber and millwork producers in the United States. Our more than 6,000 employees are proud to work at our state-of-the-art sawmills and other facilities, including: manufacturing, custom wood-framed windows, fabrication, millwork, veneer, cogeneration, trucking, forestry, and other operations.
Currently, we are seeking a qualified individual to serve as a Residential Territory Sales Manager to sell windows and doors to our customers in the Portland, Oregon sales area.
About the Position
* Sell factory direct wood/clad window and door products
* Prepare and deliver timely quotes
* Build and maintain business relationships
* Create and maintain a solid customer base
* Ability to identify potential customers
* Knowledge of territory construction activity
* Ability to successfully cold call
* Help the customers identify their needs
* Meet or exceed the customers' expectations
Qualifications
* 2 to 4 years sales experience required, prior experience in construction and window sales a plus
* Working knowledge of residential construction practices preferred
* Window and door product knowledge a plus
* Construction Industry knowledge preferred
* Excellent verbal and written communication skills
* Proficient computer and math skills
* Attention to detail, organized, and self-motivated
* Must thrive in competitive environment
* Applicants should live in Portland or the surrounding areas
Why Join Our Team?
Because this is more than an invitation, it's a commitment to offer opportunities for personal and professional growth to everyone! We ask people to grow with us and make the company even better.
We provide an excellent benefit package including a full Health Benefits Plan (including medical, dental, and vision) with low-cost premiums, a 401(k) with Company Match, additional Retirement Contributions, and company-paid Life Insurance.
How to Apply
If you are qualified and would like to join our team,
please send a resume and cover letter referencing this position to:
Sierra Pacific Windows
Erin McLeod, Human Resources
11605 Reading Road
Red Bluff, CA 96080
**************
or apply online and view all our career opportunities at: spi.careers
Sierra Pacific is an (EOE) Equal Opportunity Employer, including those with a disability and veterans.
The wage for this position at Sierra Pacific Industries is $24,000 per year plus scaled percentage of sales volume and gross profit bonus.
About Our Company
Sierra Pacific Industries is a fourth-generation family-owned company based in Northern California that started in 1949 and has grown to be one of the largest lumber and millwork producers in the U.S., employing around 6,500 crew members. Sierra Pacific continues to be a company where its employees are proud to work at state-of-the-art facilities and others strive to become part of the team.
We own and sustainably manage more than 2.4 million acres of timberland in California, Oregon, and Washington. Our forests are sustainably managed under a 100-year plan by Registered Professional Foresters, Wildlife Biologists, Botanists, and other professionals. We are growing forests for our future, planting over 6 million new trees every year. In Spring 2024, we planted our 300 millionth seedling on our timberlands. This milestone was decades in the making, reflecting our commitment to sustainable forest management and ensuring we have forests not just for today, but for generations to come.
Sierra Pacific effectively uses nearly 100% of every piece of wood we bring to our facilities. In fact, any small amount that isn't turned into hand-crafted doors and windows, millwork, lumber, or landscaping material is actually converted into electricity in our eight biomass-fueled power plants.
We are proud that all Sierra Pacific facilities follow our drug-free and tobacco-free policies. As part of our safety in the workplace policy, an offer of employment is subject to a negative drug screen result. We use E-verify to verify the social security number and work authorization of all newly hired employees. Sierra Pacific is an (EOE) Equal Opportunity Employer, including those with a disability and veterans.
At Sierra Pacific Industries, we understand our greatest strength is the people who choose to build a career with us.
What does it mean to be part of the Sierra Pacific family? It means you are a valued team member and part of a growing, fourth-generation family-owned, forest products company built on hard work, innovation, and wise investments.
With around 6,500 crew members in over 30 states, Sierra Pacific offers many opportunities for personal and professional growth; from entry-level to skilled trades, from truck drivers to sales managers, from foresters to engineers - for everyone! We invite you to learn more about our history, our 2.4 million acres of forestlands, and our state-of-the-art wood product and window manufacturing facilities at ************************
As part of our safety in the workplace policy, an offer of employment is subject to a negative drug screen result. We are also proud that all Sierra Pacific facilities follow our tobacco-free policy. Sierra Pacific adheres to E-verify to verify the social security number of all newly hired employees. Sierra Pacific is an (EOE) Equal Opportunity Employer, including those with a disability and veterans. If you are an individual with a disability and need accommodation to complete the application process, please call ************ or write to Sierra Pacific Industries at PO Box 496011, Redding, CA 96049.
National Sales Manager
Account manager job in Portland, OR
MaxBP is the pioneer of Fast Training, creating baseball and softball tools that optimize both the quality and quantity of repetitions for rapid athlete improvement. Professional teams, college programs, and serious athletes at all levels use MaxBP to transform practice efficiency, get more productive reps, and accelerate player development. Using specially designed small training balls and portable pitching machines, MaxBP provides game-speed training that can be done anywhere, anytime, allowing players to develop faster than their competition. Athletes, coaches, and parents can learn more about MaxBP training solutions at **************
Role Description
On-Site Only - Portland, OR (5835 NE 122nd Ave, near PDX Airport)
Full-time | Monday-Friday | 8+ hours/day
This is a full-time, on-site position located in Portland, OR. As a National Sales Manager at MaxBP, you will oversee sales operations across the country, driving revenue growth, managing client relationships, and identifying opportunities for business expansion. Your daily tasks will include leading a sales team, conducting strategic business planning, managing accounts, setting and tracking sales goals, and ensuring adherence to budgets. You will play a key role in growing MaxBP's presence in the sports training industry.
Qualifications
Strong skills in business planning and budgeting, with the ability to develop and implement effective strategies.
Proven experience in sales and account management, with a track record of achieving or exceeding revenue targets.
Demonstrated expertise in team management, including coaching, mentoring, and motivating sales teams to achieve organizational goals.
Excellent communication, negotiation, and interpersonal skills.
Bachelor's degree in Business, Marketing, or a related field is preferred.
Ability to analyze market trends and adapt strategies accordingly.
Experience in the sports, training, or equipment industry is a plus.
Compensation & Benefits
Salary + Bonus
Salary 3 weeks PTO (beginning month 4)
Paid Day Off on Your Birthday (starting in year 2)
8 Paid Holidays (2026)
401(k) (eligible month 4)
Health, Dental, Vision Insurance (after 90 days)
Laptop, Phone & Office Equipment Provided as Needed
Ready to Join a Winning Team?
This is your opportunity to work for one of the fastest-growing sports companies in the country - in a role where your hustle directly drives growth. If you're ready to take ownership of your results and make a meaningful impact, we want to hear from you.
Apply now - and while you're at it, let us know which customer review on our site stood out most to you.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, age, disability, gender identity, marital or veteran status, or any other protected class.
JPMorgan Private Client Relationship Manager - Portland, OR
Account manager job in Portland, OR
Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Portland, OR and will report in the office.
In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyJPMorgan Private Client Relationship Manager - Portland, OR
Account manager job in Portland, OR
Are you passionate about building and maintaining high-network worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Portland, OR and will report in the office.
In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis.
More details about total compensation and benefits will be provided during the hiring process.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyMerrill Market Client Relationship Manager
Account manager job in Lake Oswego, OR
Portland, Oregon;Lake Oswego, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
**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.
This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks.
The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.
**Responsibilities:**
+ Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth
+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
+ Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit
+ Oversees the client service experience and reviews the approval of new client accounts
+ Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals
**Managerial Responsibilities:**
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
+ Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
+ Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
+ Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
+ Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
+ People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
+ Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
+ Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
+ Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
**Specific responsibilities include, but are not limited to:**
+ Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
+ Managing the branch's Wealth Management Client Associates and Service Support Staff
+ Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
+ Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge
+ Coaching teams to deliver a modern, digital first service model focusing on client satisfaction
+ Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
+ Managing the daily operations ensuring compliance to industry regulations, and policies and procedures
**Required Qualifications:**
+ Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted
+ Minimum of 5+ years professional experience
**Key Qualifications for the role:**
+ Current or previous Merrill Wealth Management experience strongly preferred
+ Self-motivated and client centric
+ Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
+ Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
+ Prior trend analysis experience
+ Strong customer service and communication skills
+ Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate
**Desired Qualifications:**
+ Bachelor's degree or equivalent work experience
**Skills:**
+ Compensation Analysis
+ Performance Management
+ Process Performance Management
+ Referral Management
+ Workforce Planning
+ Due Diligence
+ Internal Audit Review
+ Leadership Development
+ Recruiting
+ Risk Management
+ Client Management
+ Customer Service Management
+ Employee Counseling
+ Succession Planning
+ Trade Operations Management
**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 (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
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.