Client Partner
Account manager job in San Diego, CA
Job Title: Client Partner
Employment Type:-Fulltime
We are looking for an experienced Client Partner with a strong track record in both new client acquisition (hunting) and account growth/retention (farming), specifically with financial services and fintech clients. You will drive revenue growth, build strategic client relationships, and ensure exceptional service delivery.
Key Responsibilities
Source and close new financial/fintech client opportunities.
Manage and grow existing client accounts through upselling, cross-selling, and value add.
Build trusted relationships with senior client stakeholders.
Collaborate with internal teams to deliver solutions and resolve issues.
Maintain accurate forecasting and CRM records.
Qualifications
5+ years in client management, sales, or business development with financial services/fintech focus.
Proven success in both hunting and farming roles.
Excellent communication, negotiation, and relationship-building skills.
USA Regional Sales Manager
Account manager job in San Diego, CA
We are seeking an experienced Regional Sales Manager, based in the United States, to play a key role in driving our U.S. expansion and accelerating our growth in the market. This position is critical to strengthening our presence, building strategic customer relationships, and unlocking new opportunities across the region. Your primary responsibility is to oversee and lead the USA sales team, develop national sales strategies, and drive revenue growth within the US market. This role requires a deep understanding and knowledge of the US cycling market and the ability to build and maintain strong relationships with clients, such as dealers, distributors, OEM, and sales reps across the Country.
With your strategic direction, you can create cohesive sales strategies, target national customer segments effectively, and gain a competitive edge in the national market. This role will support national market competitiveness, driving business success, and elevating brand visibility and recognition on a broader scale.
The Role
· Develop and implement sales strategies to achieve company goals and expand market presence among the USA.
· Conduct market research and analysis to identify new market opportunities, customer needs, and trends in international markets.
· Support on recruiting, training, and managing a sales team, including setting sales targets, performance evaluation, and motivation.
· Build and maintain strong relationships with dealers, distributors, key-accounts and partners to foster long-term partnerships and business growth.
· Develop and manage sales forecasts, budgets, and sales plans to ensure revenue targets are met.
· Stay informed about product offerings and understand how they can be tailored to meet the needs of various markets channels.
· Negotiate sales agreements, contracts, and terms with clients and distributors, ensuring compliance with local regulations.
· Collaborate with other departments such as marketing, operations, and finance to ensure alignment and support for US sales activities.
· Generate and present regular reports on US sales performance, market trends, and competitive analysis.
· Travel nationally to meet with clients, attend trade shows, and oversee sales operations in different States.
The ideal candidate
· US citizen with Bachelor's degree in business, international business, marketing, or a related field (Master's degree preferred).
· Proven experience in US sales, with a successful track record of achieving sales targets.
· Strong knowledge of US cycling market and business practices.
· Excellent leadership, communication, and negotiation skills.
· Proficiency in multiple languages may be advantageous.
· Willingness and ability to travel nationally and internationally as needed.
· Strategic thinker with a global mindset.
· Strong problem-solving and decision-making skills.
· Exceptional interpersonal and relationship-building abilities.
· Results-oriented and driven to meet sales targets.
· Knowledge and passion for outdoor and or cycling sports is a plus.
Outside Sales Account Manager
Account manager job in San Diego, CA
Immediate Opening - Outside Account Manager
(San Diego County)
Earnings: $90,000 - $140,000
Are you a networking expert who enjoys meeting new people and forming lasting relationships? Do you thrive on being out in the field, creating connections, and having direct control over your income and success? If you're ready to make a real impact in the real estate industry, we want YOU on our team!
What You'll Be Doing
Your car is your office (Monday through Friday, 8:00 AM - 5:00 PM), and no two days are the same. You'll represent HomeGuard by being the face of our brand at association meetings, networking events, and real estate offices throughout Orange County.
Build relationships with real estate professionals.
Promote our top-tier inspection and disclosure services.
Drive sales and grow your territory through consistent follow-up and office visits.
Manage a busy schedule of appointments, follow-ups, and inspection orders, a master multitasker who meets and exceeds sales goals, while maintaining client needs
Collaborate with a strong support team using a proven sales strategy.
Stay organized while handling multiple priorities like a pro.
Who We're Looking For
✅ Outgoing, driven, and not afraid to ask for the sale
✅ A self-starter who loves being on the road and owning their territory
✅ A natural communicator and confident presenter
✅ Experience in real estate (a huge plus!)
✅ Bilingual? Even better!
✅ Social media savvy - ready to record, post, and brand yourself daily
✅ Must have a valid CA driver's license and a reliable vehicle
Perks & Benefits
Company-issued iPad & iPhone
Car allowance + mileage & expense reimbursements
Medical, Dental & Vision coverage
Growth opportunities with a reputable, expanding company
Account Executive
Account manager job in San Diego, CA
About the Company
We're supporting a fast-growing B2B SaaS company as they scale their commercial team in the US.
They're hiring an Inbound & Expansion Account Executive to own inbound demand and grow revenue within existing accounts. This role is ideal for a SaaS AE who excels at discovery, value-led selling, and expansion motions - without needing to run technical demos solo.
Responsibilities
Own inbound leads from discovery through close
Manage expansion and upsell opportunities within existing accounts
Run full-cycle sales processes (discovery → close)
Sell primarily into SMB and mid-market customers
Typical ACV ~$10k, with the ability to close significantly larger deals
Partner with in-house technical engineers who handle product demos and technical queries
Qualifications
2-6 years of B2B SaaS Account Executive experience
Required Skills
Proven experience running full sales cycles
Strong inbound qualification and discovery skills
Experience selling software solutions (not services or hardware)
Comfortable working with technical teams rather than leading demos yourself
San Diego Territory Account Manager
Account manager job in San Diego, CA
Specified Sales Inc, an independent sales firm covering the Southern California market and specializing in premium commercial building products as manufacturer representatives, has an immediate opening for an Account Executive. This position will cover the San Diego area. The position will be responsible for providing support to the customer base and responsible for supporting and enhancing growth strategies in the territory. This position must work closely with the existing sales team in the development of the strategies to grow sales. Sales responsibilities will include the ongoing efforts of Specified Sales in providing exceptional support and solutions to building owners, architects, general contractors and building consultants.
Travel requirement: 10 - 25%
Job Responsibilities:
• Manage Applicator and Distributor focused accounts in-line with territory assignments and strategy.
• Track, quote, influence and close existing project opportunities and specifications.
• Identify market opportunities and work closely with Business Development on implementation and execution.
• Utilize and manage opportunities in CRM job tracking system.
• Maintain a working knowledge of company products, special sales programs and marketing efforts.
• Attend and/or participate in trade shows, conferences and other marketing events including follow up of leads.
• Conduct Product Knowledge trainings and programs including education, hands on demo's, product demo's, etc.
• Provide answers to inquiries to assist all customers including building owners, roofing contractors, architects, general contractors, specifiers and consultants.
• Discuss the use of products, emphasizing product features based on analysis of customers' needs and on knowledge of product capabilities.
• Develop Contractor relations to drive buying habits through Distribution.
• Receive and collect market intelligence on a regular basis on customer requirements and competitor developments.
• Provide written monthly communication highlighting territory progress.
• Other - Miscellaneous duties as assigned by management as deemed essential to the success of the company.
Skills/Requirements
Candidates must have a minimum of 1-5 years of experience in low slope, fluid applied and single ply roofing sales. Additional general construction industry experience is also preferred. Candidates must be familiar with general industry knowledge of manufactured roofing membranes, field application concepts, practices and procedures.
Specified Sales Inc. offers a hybrid salary and commission structure, as well as a competitive benefits package which includes 401k, medical, mileage program and unlimited PTO.
To apply, contact: ***************************
Specialty House Accounts Manager
Account manager job in Santee, CA
Scentco is located in San Diego, California. We've been creating award-winning, innovative, and fun consumer products since 2003. We specialize in toys, stationery, and educational products, many of which are scented, designed to evoke childhood memories, and bring joy to customers worldwide. We're dedicated to making people laugh and smile wherever they are. With a strong reputation in the industry, we continue to inspire creativity and fun for all ages.
Role Description
This is a full-time in-office or remote role for a Specialty House Accounts Manager. The primary responsibility of the Specialty House Accounts Manager is to identify, develop, and manage business relationships with specialty retailers in the US. The role includes developing and executing sales strategies, meeting sales targets, opening new house accounts, conducting market research, and managing account negotiations. The candidate will collaborate with cross-functional teams to drive sales growth, ensure customer satisfaction, and represent Scentco's brand values effectively.
Qualifications
Proven expertise in Sales Strategy, Business Development, and Account Management
Strong skills in Negotiation, Market Research, and Customer Relationship Management
Excellent Communication and Presentation skills
Experience in product promotion and the specialty retail market
Ability to work independently, manage time effectively, and meet sales goals
Proficiency in CRM software and basic knowledge of sales analytics
Bachelor's degree in Business, Marketing, or a relevant field is preferred
Knowledge or experience in the toy, stationery, or educational products industry is a plus
Compensation and Benefits
$70,000 annual salary
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance
Account Manager
Account manager job in Vista, CA
As an Inside Account Manager at PRG Golf, you will manage customer accounts from start to finish, using our bespoke PRG System to monitor orders and ensure a seamless sales process. You will be responsible for maintaining existing client relationships, managing incoming orders, and supporting the outside sales team. Additionally, you'll actively reach out to potential clients through proactive outbound sales calls to expand our customer base and increase sales opportunities. This is a great opportunity to blend your passion for golf with your sales expertise in a growing, dynamic environment.
Key Responsibilities:
Account Management: Act as the primary point of contact for assigned customer accounts, ensuring their needs are met and relationships are nurtured. Maintain regular communication to foster customer loyalty.
Order Monitoring & Management: Use the bespoke PRG System to track and manage orders from initiation to fulfilment. Ensure orders are processed accurately and efficiently, providing clients with real-time updates on order status and delivery.
Proactive Sales Outreach: Conduct outbound sales calls to potential and existing clients to generate new business, follow up on leads, and promote new products or services. Actively look for opportunities to expand sales within existing accounts.
Sales Team Collaboration: Partner closely with the outside sales team to provide support throughout the sales cycle. Help qualify leads, assist in preparing proposals, and ensure smooth communication between inside and outside teams.
Customer Service Excellence: Provide exceptional customer service by addressing inquiries, troubleshooting issues, and offering tailored solutions. Ensure customers have a seamless experience from order to delivery.
CRM & System Usage: Utilize the PRG System and CRM tools to maintain accurate customer records, track interactions, manage sales activities, and provide real-time reporting on account status and sales performance.
Product Knowledge: Stay up to date on all PRG Golf products, services, and industry trends to provide expert recommendations to both customers and the sales team. Share product insights to help inform sales strategies.
Collaboration & Reporting: Work cross-functionally with marketing, logistics, and product teams to ensure orders are fulfilled correctly and clients are satisfied. Provide regular reports to leadership on sales performance, order status, and any emerging sales opportunities.
Qualifications:
2+ years of experience in inside sales, account management, or sales support, ideally in the golf or sports accessory industry.
Strong communication and interpersonal skills, with the ability to build rapport and work collaboratively with both internal teams and external clients.
Experience with CRM software (Salesforce, HubSpot, etc.) and comfortable using proprietary systems like the PRG System to track orders and sales activities.
A passion for golf and a basic understanding of golf accessories is a plus.
Proven experience in proactive sales, including outbound calling and lead generation.
Highly organized with the ability to manage multiple tasks, prioritize effectively, and meet deadlines.
Self-starter with a proactive mindset and strong problem-solving skills.
About PRG
PRG is one of the world's leading suppliers of innovative, high-quality bespoke golf accessories. With their own production facilities, PRG prides itself on creating industry-leading products for the world's best courses, resorts, brands and events.
B2B Territory Sales/Account Manager (Individual Contributor)
Account manager job in Poway, CA
Direct Hire San Diego, CA The Territory Sales Manager is an individual contributor and responsible for new business development and improving customer and potential customer relationships. This position is B2B outside sales; duties shall be away from the office to solicit to clients.
Requirements -
At least 5 years of recent experience in a B2B Sales role - 50% new business development, 50% Account Management
Experience with outside sales, travelling to existing clients and meeting with prospect clients to grow the business
Experience working with a CRM
Experience being held to KPIs and being held accountable to sales goals
Experience selling tangible items and comes from an industry like: Manufacturing
, Industrial, HVAC, etc.
Estimated Min Rate: $57400.00
Estimated Max Rate: $98000.00
What's In It for You?
We welcome you to be a part of the largest and legendary global staffing companies to meet your career aspirations. Yoh's network of client companies has been employing professionals like you for over 65 years in the U.S., UK and Canada. Join Yoh's extensive talent community that will provide you with access to Yoh's vast network of opportunities and gain access to this exclusive opportunity available to you. Benefit eligibility is in accordance with applicable laws and client requirements. Benefits include:
Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
Health Savings Account (HSA) (for employees working 20+ hours per week)
Life & Disability Insurance (for employees working 20+ hours per week)
MetLife Voluntary Benefits
Employee Assistance Program (EAP)
401K Retirement Savings Plan
Direct Deposit & weekly epayroll
Referral Bonus Programs
Certification and training opportunities
Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.
Yoh, a Day & Zimmermann company, 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, disability, or status as a protected veteran.
Visit ************************************************ to contact us if you are an individual with a disability and require accommodation in the application process.
For California applicants, qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All of the material job duties described in this posting are job duties for which a criminal history may have a direct, adverse, and negative relationship potentially resulting in the withdrawal of a conditional offer of employment.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
By applying and submitting your resume, you authorize Yoh to review and reformat your resume to meet Yoh's hiring clients' preferences. To learn more about Yoh's privacy practices, please see our Candidate Privacy Notice: **********************************
Account Executive
Account manager job in San Diego, CA
Key Real Estate Capital empowers individuals, investors, and entrepreneurs to achieve time, financial, and location freedom through innovative real estate financing and investment solutions. By offering creative options such as DSCR loans, fix & flip funding, and private lending, the company tailors strategies to meet diverse financial goals. Through the InvestWithKey community and Buyers Club program, clients gain access to top-tier education and resources to maximize their real estate investments. Key Real Estate Capital also provides a seamless, done-for-you investing experience, handling everything from property identification to closing. As a strategic partner, the company is dedicated to helping clients build long-term wealth and independence in the real estate sector.
Role Description
This is a full-time hybrid role for an Account Executive based in San Diego, CA, with the flexibility to work remotely on occasion. The Account Executive will be responsible for developing and nurturing client relationships, driving revenue through successful real estate financing and investment transactions, and building strategic partnerships. Daily tasks will include prospecting new clients, analyzing financial data, creating tailored financing solutions, and providing ongoing support throughout the transaction process. The role requires a high level of client engagement, proactive communication, and a strong understanding of real estate investment financing options. Collaboration with internal teams to meet client needs and achieve business goals will also be a key part of the role.
Qualifications
Proven sales and relationship management skills, with expertise in prospecting, account management, and client communication.
Strong analytical and financial skills with the ability to assess and develop customized real estate financing solutions.
Knowledge of real estate investment strategies, creative financing options, and lending processes.
Excellent presentation, negotiation, and problem-solving abilities.
Proficiency in customer relationship management (CRM) tools and basic office software.
Able to work effectively in a hybrid environment and based near San Diego, CA.
Experience in real estate investment or lending industries is a plus.
Compensation:
OTE: $150k - $500k/year
Account Manager
Account manager job in San Diego, CA
The Account Manager is responsible for managing customer relationships, estimating projects, and overseeing the successful execution of assigned projects. This role is critical in driving revenue growth, providing excellent customer service, and building strong networks within the market. The Account Manager will handle "Come Do" or service work as well as project work, ensure customer satisfaction, and achieve annual revenue goals.
Duties and Responsibilities:
Estimate and prepare proposals for assigned projects.
Communicate known project hazards, risk
Oversee the management of projects, ensuring they are completed incident free, on time, within budget, and to client specifications.
Handle service or "Come Do" work as required, responding promptly to customer needs.
Annual sales volume goal for Account Manager will be $3M - $5M+.
Develop and maintain strong relationships with clients, acting as the primary point of contact for assigned accounts.
Ensure high levels of customer satisfaction by addressing inquiries and resolving issues efficiently.
Provide consistent follow-up and communication with clients throughout the project lifecycle.
Identify new business opportunities within the assigned market and maintain a robust pipeline of potential projects.
Foster and develop partnerships that lead to revenue growth and increased market share for Penhall Company.
Work closely with the Branch Manager, sales team, and other departments to align project goals with overall company objectives.
Communicate project progress, potential issues, and client feedback to relevant stakeholders.
Collaborate with internal teams to ensure projects are completed efficiently and to the client's satisfaction.
Achieve annual revenue targets by successfully managing project delivery and cultivating client relationships.
Track and report on performance metrics, identifying areas for improvement and adjusting strategies to meet goals.
Build a network of industry contacts and maintain relationships with key stakeholders to enhance business opportunities.
Participate in community and industry events to increase brand awareness and establish Penhall Company as a trusted service provider.
Perform additional duties as assigned by the Branch Manager or other leadership.
Required Skills and Abilities:
Strong project management and organizational skills.
Excellent interpersonal and relationship management abilities.
Proficient verbal and written communication skills.
Strong customer service orientation, with the ability to address client needs effectively.
Ability to prioritize tasks and adapt to changing project demands.
Working knowledge of OSHA Construction Safety Standards.
Proficiency in Microsoft Office Suite and other related software.
Essential Core Competencies:
Relationship Management: Proven ability to develop and maintain strong, long-term relationships with clients.
Collaboration: Strong team player with the ability to work across departments to achieve common goals.
Communication: Clear and effective verbal and written communication skills.
Customer Focus: Commitment to understanding and meeting customer needs.
Builds Networks: Actively develops networks of professional contacts to drive business success.
Being Resilient: Ability to remain positive and motivated in the face of challenges.
Situational Adaptability: Ability to adjust approach and behavior to fit the dynamic needs of projects, clients, and the organization.
Ensures Accountability: Holding oneself and others accountable to meet commitments.
Drives Results: Consistently achieving results, even under challenging circumstances.
Education and Experience:
Associate's degree or equivalent industry experience required; Bachelor's degree preferred.
At least 3-5 years of experience in project management, estimating, or sales within the construction or related industry preferred.
Physical Requirements:
Prolonged periods sitting at a desk and working on a computer.
Must be able to lift up to 15 pounds at times.
Ability to walk job sites as needed.
May be required to travel to job sites or other locations as necessary.
Legal Disclaimer:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Penhall Company is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, compensation inquiries, discussions or disclosures, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. (41 CFR §§ 60-1.4(a), 60-300.5(a) and 60-741.5(a))
This job description is intended to describe the general nature and level of work being performed by employees in this position. It is not intended to be an exhaustive list of all duties, responsibilities, or qualifications required. Penhall Company reserves the right to modify, add, or remove duties and to assign other responsibilities as necessary.
JPMorgan Private Client Relationship Manager - La Jolla / San Diego, CA
Account manager job in San Diego, CA
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
This role is located in San Diego, CA 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.
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.
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 - Del Mar, CA / La Jolla, CA
Account manager job in San Diego, CA
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
**Job responsibilities**
+ Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
+ Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
+ Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
+ Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
+ Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
+ Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
+ Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
+ Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
+ Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
**Required qualifications, capabilities, and skills**
+ Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
+ Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
+ Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
+ Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
+ Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
+ The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided.
**Preferred qualifications, capabilities, and skills**
+ Hold a college degree or military equivalent.
**The base salary for this position is $150,000 / year. 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.
**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 JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
**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**
La Jolla,CA $150,000.00 - $150,000.00 / year, San Diego,CA $150,000.00 - $150,000.00 / year
National Account Manager
Account manager job in San Diego, CA
Job Description
National Account Manager - Convenience, Travel & Wholesale Channels
Reports to: Vice President of Retail Sales
We are a market leader in at-home diagnostic testing, with full market share in our own-brand COVID Flu test kits, and widely recognized for our trusted Drugs of Abuse and Pregnancy Test Kits. We are seeking an experienced and relationship-driven National Account Manager to grow and manage key partnerships across truck stops, travel centers, gas stations, convenience stores, and drug wholesalers.
The ideal candidate brings strong relationships within these channels and a proven track record of driving category growth through strategic account management, innovative promotions, and flawless execution.
Key Responsibilities:
Manage and expand relationships with key national and regional accounts across truck/travel, gas, convenience, and drug wholesale channels.
Develop and execute annual business plans to achieve revenue, profit, and distribution objectives.
Collaborate with marketing, trade, and category management teams to create customer-specific promotions and in-store programs.
Negotiate contracts, pricing, trade funding, and promotional support in line with company objectives.
Identify and secure new distribution opportunities to expand brand reach and category leadership.
Leverage market insights and sales data to drive customer growth and optimize product assortment.
Partner with brokers, distributors, and wholesalers to ensure effective retail execution.
Manage forecasting, trade budgets, and account-level P&L performance.
Represent the company at customer meetings, trade shows, and industry events.
Qualifications:
Bachelor's degree in Business, Marketing, or a related field.
5+ years of national account management experience within consumer health, OTC, or CPG categories.
Established relationships across truck/travel, convenience, gas, and wholesale drug channels (e.g., Love's, Pilot Flying J, Circle K, Casey's, McLane, Core-Mark, Cardinal Health, AmerisourceBergen).
Proven success in delivering sales growth and managing complex, multi-channel accounts.
Strong negotiation, analytical, and presentation skills.
Self-motivated, strategic thinker with the ability to work cross-functionally.
Why Join Us:
Join an innovative and rapidly growing diagnostics company with category-leading products and strong brand recognition. You'll play a pivotal role in expanding our presence across high-traffic retail channels, helping millions of consumers access accurate and affordable health testing solutions where they shop.
Customer Business Unit Program Mgmt 1
Account manager job in San Diego, CA
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.
Client Relationship Manager
Account manager job in Vista, CA
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 Vista, CA. 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-ApplyTerritory Sales Manager-San Diego
Account manager job in San Diego, CA
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:
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:
Commission and additional incentives included
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.
Technical Account Manager
Account manager job in San Marcos, CA
Job DescriptionDescriptionAt OnePlan, we specialize in creating AI-enabled solutions that make strategic portfolio, financial, resource, and work management seamless. We help businesses bridge the gap between strategy and execution by offering solutions that boost business agility, streamline project management, and optimize resources. What Makes us Unique?What truly makes OnePlan stand out is our commitment to delivering powerful solutions and fostering a culture of collaboration. We combine robust analytics with a platform that integrates seamlessly into the tools businesses already know and trust. Our high-trust, team-focused environment allows us to innovate quickly and deliver solutions that drive meaningful results for our clients. We're passionate about exceeding expectations, working together to empower organizations to succeed in a rapidly changing business landscape.
What You'll Do at OnePlanIn this role, you are the technical partner our customers rely on. This is a post sales role. You'll guide them through their adoption of OnePlan by digging into their business needs, translating those needs into real configurations, and building solutions across OnePlan and the Microsoft ecosystem. Your expertise in PPM, Power Apps, Power Automate, and Power BI is at the core of the work. You'll be the one removing technical barriers, shaping how customers use the platform, and ensuring they get the full value out of it.
Here is what the day to day looks like:
Business Centric Solutions
You discover what customers are trying to achieve, then design structured, scalable solutions in OnePlan, Power BI, Power Apps, and Power Automate that directly support those goals.
Hands On Engagement
You build and configure solutions across OnePlan and the Power Platform. This includes creating workflows in Power Automate, building interfaces or components in Power Apps, and developing or modifying Power BI reports to support data driven decisions.
Customer Advisor and Technical Ally
You support customers with both guidance and hands on configuration. Clients look to you for technical clarity, direction, and a deeper understanding of how to use OnePlan and the Microsoft tools that support it.
Barrier Removal
You identify technical or adoption roadblocks and clear them quickly so customers can keep moving without friction.
Effective Communication
You translate complex technical ideas into clear explanations that help customers feel confident and informed.
Project Management and Collaboration
You manage multiple customer engagements at once, work closely with product and delivery teams, and occasionally join onsite sessions to strengthen relationships and drive adoption.
Our Ideal Fit
Familiarity with the Microsoft Power Platform is critical for this role, including Power Apps, Power BI, and Power Automate.
You bring strong experience in Project Portfolio Management and a solid understanding of how organizations plan and deliver work.
Strong organizational habits make a big difference here, especially when juggling several customer engagements at once.
Clear communication is key. You know how to take something technical and explain it in a way that feels simple and grounded for non technical audiences.
You enjoy building relationships and supporting customers through their full journey with OnePlan, from early adoption to long term success.
Bonus Points
Familiarity with the broader Microsoft ecosystem, especially Project, SharePoint, Teams, and Azure.
An understanding of Agile or DevOps practices and how teams use them day to day.
Experience working with OnePlan or OneConnect. Even light exposure goes a long way here.
A comfort level with solving messy or unclear technical problems. Some customers show up with half a process and half an idea, and you can help them shape it into something workable.
Any background supporting enterprise-level environments or complex system integrations is always appreciated.
More Reasons Why You Should Apply!
We're a remote-first company with team members across the USA, Canada, UK, and India!
OnePlan has been recognized as the Global Microsoft Partner of the Year in Project and Portfolio Management in 2019, 2020, 2021, and 2022.
We've been named a "Strong Performer" in the latest Forrester Strategic Portfolio Management WAVE report.
We offer comprehensive health, dental, and vision benefits, with additional insurance options.
Employer RRSP and 401K matching programs.
A fun, collaborative, and diverse environment with regular health and team challenges to keep things light and enjoyable!
At OnePlan, we are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, or veteran status. We are proud to be an equal-opportunity workplace.
Upon receipt of an offer letter, candidates will be subject to a standard background check process.
D
isclaimer: We'll only contact candidates who have applied directly through our official channels. Any communication about job offers will always come from an email address linked to OnePlan Solutions, and we'll follow our standard hiring process every time. You'll never be asked for money or personal information during the interview process. If something feels off, don't hesitate to reach out to us to confirm.
Ready to Apply?
Check out what it's like to work at OnePlan and learn more about us at *******************
Key Account Representative - Northeast Region
Account manager job in San Diego, CA
We're looking for people who put their innovation to work to advance our success - and their own. Join an organization that ensures a more secure world through connecting and protecting our customers with inventive electrical solutions. The Electrical Products Group was recently purchased from Avail Infrastructure Solutions by nVent Electric plc ("nVent") and consists of three business units, Enclosure Systems, Switchgear Systems and Bus Systems. As a part of nVent, the Electrical Products Group is a leading provider of infrastructure solutions, designed to help ensure safe and reliable electrical operations primarily in the infrastructure vertical, including power utilities and data centers.
We are seeking a high performing Key Account Representative to join our team, focusing on Northeast US! In this role, you will be responsible for driving sales to meet goals related to market penetration, profit margin, and total revenue. Responsibilities include identifying leads and establishing contact, maintaining contact with existing customers and discussing customer needs (including technical data).
YOU HAVE:
* EXPERIENCE: Must have at least 5 years of experience selling engineered or industrial products. Bachelor's degree in business or technical field is strongly preferred.
* SKILLS: Understanding of basic mechanical and electrical engineering principles. High degree of initiative and ability to work independently. Excellent sales, negotiation, and interpersonal skills. Computer proficiency (Microsoft Word, Excel, Power Point, Outlook, Oracle, Salesforce, etc.).
* CUSTOMER FOCUS: Enjoy working as a team to support internal stakeholders as well as customers. Able to travel overnight 50% of the time.
WHAT YOU'LL EXPERIENCE IN THIS POSITION:
* Develop and execute plans to identify prospects, generate leads, and establish contact with customer decision makers
* Travel to customer sites to meet with decision makers and present offerings (50% overnight travel expected)
* Assist customers in identifying needs, discussing options, and making recommendations
* Monitor current and projected market activity to identify new sales prospects on an ongoing basis
* Provide ongoing feedback regarding sales activities, customer specifications, terms and conditions, and competitive/market issues
* Generate reports which summarize and forecast industry activity, market conditions, and sales
* Develop and conduct presentations of our Electrical Product Group's offerings at trade shows, customer meetings, etc.
* Assist in the development of marketing strategy and annual orders & revenue forecast
WE HAVE:
* A dynamic global reach with diverse operations around the world that will stretch your abilities, provide plentiful career opportunities, and allow you to make an impact every day
* nVent is a leading global provider of electrical connection and protection solutions. We believe our inventive electrical solutions enable safer systems and ensure a more secure world. We design, manufacture, market, install and service high performance products and solutions that connect and protect some of the world's most sensitive equipment, buildings and critical processes. We offer a comprehensive range of systems protection and electrical connections solutions across industry-leading brands that are recognized globally for quality, reliability and innovation.
* Our principal office is in London and our management office in the United States is in Minneapolis. Our robust portfolio of leading electrical product brands dates back more than 100 years and includes nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF and TRACHTE. Learn more at **************
* Commitment to strengthen communities where our employees live and work
* We encourage and support the philanthropic activities of our employees worldwide
* Through our nVent in Action matching program, we provide funds to nonprofit and educational organizations where our employees volunteer or donate money
* Core values that shape our culture and drive us to deliver the best for our employees and our customers. We're known for being:
* Innovative & adaptable
* Dedicated to absolute integrity
* Focused on the customer first
* Respectful and team oriented
* Optimistic and energizing
* Accountable for performance
* Benefits to support the lives of our employees
Benefit Overview
Enjoy competitive pay, health insurance including medical, dental, and vision, Short-Term and Long-Term Disability insurance, life insurance, a robust 401(k) plan with employer-matching contributions, a bonus incentive plan, paid time off (vacation and personal) and work-life balance.
#LI-KH2
#LI-Remote
Auto-ApplyMerrill Market Client Relationship Manager
Account manager job in San Diego, CA
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.
Job Description:
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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
* Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
* Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Resolving complex, escalated client service and operational needs
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
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.
* 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.
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, problem resolution, 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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Key Account Representative - Central US Region
Account manager job in San Diego, CA
We're looking for people who put their innovation to work to advance our success - and their own. Join an organization that ensures a more secure world through connecting and protecting our customers with inventive electrical solutions. The Electrical Products Group was recently purchased from Avail Infrastructure Solutions by nVent Electric plc ("nVent") and consists of three business units, Enclosure Systems, Switchgear Systems and Bus Systems. As a part of nVent, the Electrical Products Group is a leading provider of infrastructure solutions, designed to help ensure safe and reliable electrical operations primarily in the infrastructure vertical, including power utilities and data centers.
We are seeking a high performing Key Account Representative to join our team, focusing on Central US! In this role, you will be responsible for driving sales to meet goals related to market penetration, profit margin, and total revenue. Responsibilities include identifying leads and establishing contact, maintaining contact with existing customers and discussing customer needs (including technical data).
YOU HAVE:
* EXPERIENCE: Must have at least 5 years of experience selling engineered or industrial products. Bachelor's degree in business or technical field is strongly preferred.
* SKILLS: Understanding of basic mechanical and electrical engineering principles. High degree of initiative and ability to work independently. Excellent sales, negotiation, and interpersonal
* skills. Computer proficiency (Microsoft Word, Excel, Power Point, Outlook, Oracle, Salesforce, etc.).
* CUSTOMER FOCUS: Enjoy working as a team to support internal stakeholders as well as customers. Able to travel overnight 50% of the time.
WHAT YOU'LL EXPERIENCE IN THIS POSITION:
* Develop and execute plans to identify prospects, generate leads, and establish contact with customer decision makers
* Travel to customer sites to meet with decision makers and present offerings (50% overnight travel expected)
* Assist customers in identifying needs, discussing options, and making recommendations
* Monitor current and projected market activity to identify new sales prospects on an ongoing basis
* Provide ongoing feedback regarding sales activities, customer specifications, terms and conditions, and competitive/market issues
* Generate reports which summarize and forecast industry activity, market conditions, and sales
* Develop and conduct presentations of our Electrical Product Group's offerings at trade shows, customer meetings, etc.
* Assist in the development of marketing strategy and annual orders & revenue forecast
WE HAVE:
* A dynamic global reach with diverse operations around the world that will stretch your abilities, provide plentiful career opportunities, and allow you to make an impact every day
* nVent is a leading global provider of electrical connection and protection solutions. We believe our inventive electrical solutions enable safer systems and ensure a more secure world. We design, manufacture, market, install and service high performance products and solutions that connect and protect some of the world's most sensitive equipment, buildings and critical processes. We offer a comprehensive range of systems protection and electrical connections solutions across industry-leading brands that are recognized globally for quality, reliability and innovation.
* Our principal office is in London and our management office in the United States is in Minneapolis. Our robust portfolio of leading electrical product brands dates back more than 100 years and includes nVent CADDY, ERICO, HOFFMAN, ILSCO, SCHROFF and TRACHTE. Learn more at **************
* Commitment to strengthen communities where our employees live and work
* We encourage and support the philanthropic activities of our employees worldwide
* Through our nVent in Action matching program, we provide funds to nonprofit and educational organizations where our employees volunteer or donate money
* Core values that shape our culture and drive us to deliver the best for our employees and our customers. We're known for being:
* Innovative & adaptable
* Dedicated to absolute integrity
* Focused on the customer first
* Respectful and team oriented
* Optimistic and energizing
* Accountable for performance
* Benefits to support the lives of our employees
Benefit Overview
Enjoy competitive pay, health insurance including medical, dental, and vision, Short-Term and Long-Term Disability insurance, life insurance, a robust 401(k) plan with employer-matching contributions, a bonus incentive plan, paid time off (vacation and personal) and work-life balance.
#LI-KH2
#LI-Remote
Auto-Apply