Client Account Manager - Federal Intelligence Community
Aecom 4.6
Client account manager job at AECOM
Work with Us. Change the World.
At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world's trusted infrastructure consulting firm, partnering with clients to solve the worldâs most complex challenges and build legacies for future generations.
There has never been a better time to be at AECOM. With accelerating infrastructure investment worldwide, our services are in great demand. We invite you to bring your bold ideas and big dreams and become part of a global team of over 50,000 planners, designers, engineers, scientists, digital innovators, program and construction managers and other professionals delivering projects that create a positive and tangible impact around the world.
We're one global team driven by our common purpose to deliver a better world. Join us.
Job Description
AECOM seeks an experienced Business and Sales Executive for the Federal Intelligence Community (IC) ClientAccountManagement (CAM) role as part of its growth-focused Buildings and Places Business Line. The CAM is a high-visibility role that provides selected candidates with an opportunity to influence AECOM's internal strategy through sales and business development leadership while building long-term relationships with key corporate accounts. The CAM will focus on planning, architecture and engineering projects and report to the Managing Principal in the Washington DC Office. Due to the location of our client base, the selected individual will need to either reside in the Washington DC metro area (or within a reasonable commuting distance) or relocate to that area. This role will offer flexibility for primarily remote work schedules.
With the Managing Principal and Regional Market Leadership, the CAM will drive sustainable and reproducible growth with the Intelligence Community. This will be readily accomplished by successfully delivering on the following requirements:
The CAM will be responsible for client relations, market analysis, strategy development, positioning, capture and management of client contracts in the Washington DC region. This includes developing and executing strategic and clientaccount plans that will achieve annual targets and grow the program year over year. The CAM is the advocate for their assigned Account that provide a host of professional technical services focused on planning and vertical structures
The CAM must be a strong leader, able to inspire, motivate and communicate effectively. They will collaborate with AECOM members across all Business Lines. They will help lead and manage programs, establishing strategies and driving growth for their assigned Account. They lead and coordinate engagement with the client, identifying new opportunities and work with others to win task orders and new contracts. The CAM monitors the performance of AECOM team members executing professional technical services and leads discussions to resolve any issues or concerns with the client.
Strategic Direction, Intelligence, and Positioning
Strategic Plan Development & Management
Identify external drivers influencing the marketplace
Determine where to put resources and investment dollars for growth
Competitor analyses
Coordination and collaboration with the Regional and National AECOM leadership
Account Plan Development
Execute the strategic direction and plan for individual clients
Develop relationships and identify opportunities with agencies
Monitor and support Sales opportunities in other Business Lines
Account Performance
Establish growth targets and coordinate with Regional Market Sector Leads, Managing Principals, Program Managers and Subject Matter Experts to execute the strategy
Year over year bookings growth with Intelligence Community clients
Pursuit Support & SalesForce Management
Weekly review and update of the salesforce pipeline
Develop the strategy and along with the capture team, identify the course of action to strategic contracts
Assist Program Managers with teaming and negotiating
Facilitate Risk Mgmt sign-offs/ pricing/ proposal review/ and all other unique federal requirements
Contract Fill-up
Monitor Program Manager performance monthly for achieving bookings against contract capacity
Client Relationships
Lead/manage key relationships
Closely oversee corrective actions and monitor recoveries
Lead and Motivate
Promote the AECOM brand; inspire participation in professional activities & white paper development
Be a prime mover in building the federal team
Spread the vision, and team accolades
AECOM's Buildings + Places practice includes architecture, interiors, building engineering, workplace strategy, business transformation, asset advisory, economics and development planning, master planning, urban planning, and landscape architecture. With a range of expertise from strategy and design through project realization, we create better outcomes to grow economies, protect natural systems, conserve natural resources, and connect and engage people through innovative, sustainable design solutions. Our teams have worked on signature projects such as the London 2012 Olympic Park and Legacy Framework, to the new plan for the LA2028 Olympics, to industrial facilities for GE and Rolls-Royce, to headquarters and workplaces for NASA, Unilever, Sony Music, DirecTV, Box, Inc., and many Fortune 500 companies.
Qualifications
Minimum Requirements:
Bachelor's degree in architecture, engineering, or other related discipline that aligns with AECOM's Business Lines plus eight (8) years of relevant experience or demonstrated equivalency of experience and/or education
Professional experience working with US Federal government agencies on Architect-Engineering programs including at least 4 years in a leadership role
Due to the nature of the role, US citizenship is required
Professional experience with consultative selling approaches
Top Secret level security clearance
Preferred Qualifications:
Twelve (12) years of professional AEC experience working with U.S. Federal Government Agencies
Knowledge and/or willingness to quickly learn and adapt to AECOM's entire portfolio
TS-SCI (Top Secret/Sensitive Compartmented Information) clearance is preferred
Outstanding communication skills
Experienced with negotiations
CRM (Salesforce) experience is a plus
Additional Information
Relocation is not available for this position
Sponsorship is not available for this position
About AECOM
AECOM is proud to offer comprehensive benefits to meet the diverse needs of our employees. Depending on your employment status, AECOM benefits may include medical, dental, vision, life, AD&D, disability benefits, paid time off, leaves of absences, voluntary benefits, perks, flexible work options, well-being resources, employee assistance program, business travel insurance, service recognition awards, retirement savings plan, and employee stock purchase plan.
AECOM is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients' complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com.
What makes AECOM a great place to work
You will be part of a global team that champions your growth and career ambitions. Work on groundbreaking projects - both in your local community and on a global scale - that are transforming our industry and shaping the future. With cutting-edge technology and a network of experts, you'll have the resources to make a real impact. Our award-winning training and development programs are designed to expand your technical expertise and leadership skills, helping you build the career you've always envisioned. Here, you'll find a welcoming workplace built on respect, collaboration and community-where you have the freedom to grow in a world of opportunity.
As an Equal Opportunity Employer, we believe in your potential and are here to help you achieve it. All your information will be kept confidential according to EEO guidelines.
$68k-111k yearly est. 60d+ ago
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Client Engagement Manager
Kforce Inc. 4.8
Cupertino, CA jobs
Vendor Project Manager/Client Engagement Manager - R&D
A position is available for a Client Engagement Manager responsible for overseeing all aspects of consultant care at a technology client site in Silicon Valley. Responsibilities include onboarding/offboarding, performance management, project oversight, strategic planning, and consultant engagement. Help drive innovation, retention, and operational excellence in a fast-paced environment!
Position Overview:
The Client Engagement Manager is responsible for managing all aspects of client engagement and consultant care at client sites in Silicon Valley, with a focus on delivering superior service, driving operational excellence, and supporting strategic initiatives. This role requires strong leadership, organizational skills, and experience in the R&D industry to ensure successful project delivery and continuous improvement.
Leadership & Team Management
Lead and inspire cross-functional teams, fostering a culture of collaboration, accountability, and continuous improvement.
Mentor and guide consultants through onboarding, performance management, and career development.
Facilitate regular team meetings, orientations, and training sessions to ensure alignment and knowledge sharing.
Client Engagement & Relationship Management
Serve as the primary point of contact for clientmanagers, ensuring clear communication and effective resolution of issues.
Manage onboarding and offboarding processes, including in-person and virtual welcomes, equipment setup, and site access.
Liaise with clients to address escalations and deliver work outlined in Statements of Work (SOW).
Project & Performance Management
Oversee project planning, execution, and delivery, ensuring milestones and client expectations are met.
Monitor supplier and consultant performance, providing regular status reports and visibility into project progress.
Operational Excellence & Organization
Create and maintain consultant trackers, playbooks, and documentation to support efficient operations.
Approve and monitor timecards, overtime, and time-off requests.
Organize consultant care activities, recognition programs, and social events (both in-person and virtual).
Strategic Planning
Collaborate with sales, operations, recruiting, and accountmanagement teams to support strategic initiatives and share insights from consultant interactions.
Facilitate training through Kforce Learning, with a focus on R&D best practices and innovation.
Document and analyze prevalent issues among consultants, driving process improvements and knowledge transfer within the client environment.
Collaborate with Kforce Consulting Solutions (KCS)/Delivery Performance (DP) to ensure services outlined in the SOW are delivered.
Work with team lead to deliver regular status updates to provide visibility into project progress.
Collaborate with clients and teams to find ways to improve efficiency and processes.
Background Requirements
Technology background with familiarity in software and hardware systems.
Demonstrated experience in hardware and product development lifecycle, from concept through design, prototyping, testing, and production.
Ability to translate technical requirements into business solutions and manage technical teams effectively.
Experience working in fast-paced, technology-driven environments with a focus on continuous improvement and efficiency.
Candidate must be able to be onsite 5 days a week in Silicon Valley
$96k-131k yearly est. 2d ago
National Security Account Manager
Inter-Con Security 4.5
Dearborn, MI jobs
Founded in 1973, Inter-Con Security Systems, Inc. is a leading global security company, providing a full range of physical security services to government and commercial customers on four continents. Inter-Con specializes in providing customized security services to clients whose needs exceed the capabilities of traditional guard firms. Clients include the Departments of State, Justice, Homeland Security, Energy, and Defense, as well as Fortune 500 companies, major public utilities, and ultra-high net worth individuals.
Inter-Con employs over 30,000 security personnel world-wide, trained and managed by a team of professionals with unsurpassed military, law enforcement, and security experience. Inter-Con remains 100% family owned and managed and operates as the industry leader in the field of customized, high-requirement security solutions.
Inter-Con is Everywhere Security Matters.
Job Summary
The National AccountManager reports to the Senior Vice President of Operations. The major responsibilities of the position include, but are not limited to, the following duties:
Manage daily Security Officer operational staffing requirements and administrative functions, meeting business goals and objectives for a national account across North America.
Conduct quality assurance inspections, monitor, and manage their direct management team, along with the Security Officers in the assigned region
Ensure subordinate supervisors understand and deliver orders, ensure sufficient resources are available to support and/or establish posts in a timely fashion, and are appropriately filled according to contract requirements and post orders
Serve as Inter-Con's National contract liaison with client representatives to ensure delivery of the highest quality of service within a limited turnaround time
Oversee the training and operational employment of AccountManagers, Field Supervisors and Security Officers
Ensure the highest standards of conduct, appearance, performance, and training are being met at all times
Keep the Senior Vice President of Operations apprised of contract performance by accurately communicating status of compliance and identifying any deficiencies in a timely manner
Other Requirements or Competencies
Can independently develop reports, spreadsheets, diagrams, charts, graphs, and other products that may be needed. (e.g. - MS Word, Excel, Access, SharePoint).
An understanding of security operations and contracts management preferred.
Understand operational KPIs and ability to utilize data to drive operations.
Strong interpersonal, critical thinking, time management, and multi-tasking skills required.
A great communicator that gets the value of teamwork. Able to interact in a corporate environment and effectively communicate with all levels of management.
Must be flexible and possess the ability to meet deadlines in a high tempo, ever changing, fast paced, sometimes stressful environment.
A dependable team player with business maturity, enthusiasm, and a positive work attitude.
Customer Service orientation required.
Must be able to travel up to 20% to all facilities in the Southern California and Nevada areas.
Education and Experience:
Preferred candidate has either an honorable military discharge, a Bachelor's degree or 10 years' experience in an operations management and project management role.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Various periods of operating, transiting, maneuvering in the field environments.
Must be able to lift up to 15 pounds at times.
Additionally, the position requires near and far vision in reading correspondence and using the computer, and acute hearing when providing phone service.
Duties, responsibilities, and activities may change at any time with or without notice.
Inter-Con Security Systems, Inc. is an Equal Opportunity Employer - Disability/Veteran.
$93k-120k yearly est. 2d ago
Private Client Partner Attorney
LHH 4.3
Chicago, IL jobs
I am currently working with a top tier firm on a number of positions, which includes a Partner to join their leading Private Client practice group in Chicago.
Responsibilities
Work closely with the lead Partners across the firm's practice group.
Assist individuals, entrepreneurs, business owners, and family offices on complex estate planning, business planning, administration and transfer taxation.
Work with clients on estate planning and tax services, which range from the preparation of basic estate plans to the creation and implementation of comprehensive wealth transfer plans for high-net-worth individuals.
Work with the group on business development - both regionally and nationally.
Qualifications and Requirements
Min of 7 years of private client experience.
Strong academic background.
Licensed to practice in Illinois.
A form of portable business is beneficial.
Strong business development skills.
Benefits:
Benefit offerings for full-time employment include supplemented medical, dental, vision, short-term and long-term disability, wellness plans, generous profit share / 401k contributions, professional liability insurance cover, CLE and business related expenses.
Paid sick leave where applicable by state law.
Annual discretionary bonus based on company and individual performance.
Hybrid working patterns - including remote.
Anticipated Base Pay range (dependent on experience and portable business): $220k-$300k per annum.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
Candidate Privacy Information Statement - LHH
We are committed to protecting and respecting your privacy. Learn more about the Candidate Privacy Policy at LHH and how information is handled on our website.
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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Candidate Privacy | LHH
We are committed to protecting and respecting your privacy. Learn more about the Candidate Privacy Policy at LHH and how information is handled on our website.
$93k-134k yearly est. 2d ago
Key Account Manager
24 Seven Talent 4.5
Irvine, CA jobs
Our client, an accessories manufacturer and retailer, is looking to hire a Key AccountManager to join their team!
Details:
Schedule: Hybrid
Salary: $80-85k/yr. annually.
As a Key AccountManager, you'll be at the forefront of sales strategy including bridging the gap between sales force and internal operations. Responsibilities will encompass collaborative planning, forecasting, and trend analysis to drive product upselling. You'll manage crucial EDI transactions, maintaining compliance, and communication with major accounts, including esteemed US carriers. Furthermore, you'll play an essential role in warehouse coordination, ensuring timely routing and shipping. This role also includes the day-to-day operational management, overseeing order entry through invoicing. This role may involve occasional travel to provide on- ground support to the sales team.
Responsibilities
Maintain shipping and routing compliance for major accounts and retailers across the US.
Oversee and manage essential EDI transactions, including cancel dates, routing deadlines, and shipment methods.
Foster daily communication with warehouse teams to ensure seamless routing and shipping execution.
Liaise with sales representatives, buyers, and assistants regarding extensions and shipping updates.
Efficiently manage purchase orders from initial bulk allocation through invoicing.
Ensure punctual sending and receiving of all EDI transactions.
Analyze production schedules, inventory data, and forecasting to predict unit needs accurately.
Allocate and manage Basic Replenishment based on models and stock balancing to maintain optimal store in-stock positions.
Manage day-to-day operations, overseeing order entry through invoicing.
Undertake additional duties as assigned to support overall team objectives.
Required Skills and Experience
Preferred Bachelor's degree or equivalent experience.
2-3 years of customer service and EDI order processing experience required.
Highly proficient in MS Excel to manipulate and analyze data effectively.
Exceptional communication skills and commitment to follow-through in both written and verbal communications.
Demonstrated ability to thrive in a fast-paced, multitasking environment.
Proficient time management skills with a knack for effective prioritization.
A strong eye for detail and organizational prowess.
Prior experience with Full Circle (e.g., Oracle, SAP) preferred.
Background in a consumer products-based business is advantageous.
Experience working with major retailers, big box retailers or off-price accounts needed!
If you're an enthusiastic individual who combines analytical insight with a sales-oriented mindset we encourage you to apply and contribute to their teams growing success!
$80k-85k yearly 5d ago
Private Client Relationship Manager
Citizens 2.9
Beverly, MA jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-Citizens6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$77k-95k yearly Auto-Apply 2d ago
Private Client Relationship Manager
Citizens 2.9
Newtown, PA jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$72k-103k yearly est. Auto-Apply 2d ago
Private Client Relationship Manager
Citizens 2.9
Toledo, OH jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
Pay Transparency
The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$75k-90k yearly Auto-Apply 2d ago
Private Client Relationship Manager
Citizens 2.9
Pittsburgh, PA jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$70k-101k yearly est. Auto-Apply 2d ago
Private Client Relationship Manager II
Citizens 2.9
Naples, FL jobs
At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals.
As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's ‘what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens.
Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships.
Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence
Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales
Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate “Why Citizens” through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions.
Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool
Transition prospects seamlessly from initial outreach to warm leads for partners
Introduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals.
Expand and maintain relationships with internal business partners.
Continually build knowledge and capabilities within the industry segment and stay current with competitive trends
Required Experience
Excellent written and verbal communication skills
Experience in proactive outbound sales prospecting
Excellent time management and organizational skills
Ability to work in a collaborative team environment
Business development experience with a proven track record of identifying and transitioning high quality introductions
Relevant financial services experience preferred.
Familiarity with consumer lending solutions.
Familiarity with sales of banking products and services required.
Experience with investment product referrals and sales preferred.
Knowledgeable of regulatory requirements to ensure a sound control environment.
Qualifications, Education, Certifications and/or Other Professional Credentials
High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success)
Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses
Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-CITIZENS6
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
$46k-70k yearly est. Auto-Apply 2d ago
Private Client Relationship Manager
Citizens 2.9
Norristown, PA jobs
At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
Provide exceptional, high-touch client experiences.
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
Leverage Salesforce CRM to track activity.
Measures of Success include
Growth in net new investment assets in collaboration with Wealth Partners.
Growth in new deposits including checking, savings, and CD balances.
Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
Bachelor's degree (preferred).
3 - 5 years of banking, wealth management or other relevant equivalent experience.
Experience working with affluent and high net worth clients.
A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire.
Demonstrated success in a client-centric, initiative-taking sales environment.
Experience establishing and maintaining relationships with clients and internal partners.
Knowledge of industry regulatory requirements to ensure a sound control environment.
Excellent written and verbal communication skills.
Compensation
Salary and opportunity to earn Incentive compensation.
Salary is commensurate with experience.
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M-F; potential Saturday hours
#LI-JH1
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
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% AccountManagement
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: **********************************
$57.4k-98k yearly 4d ago
Account Manager
Orion Talent 4.4
Lawrenceburg, IN jobs
Title: AccountManager
Shift: Monday-Friday | 8:00 AM - 5:00 PM
Compensation: $,65000-$75,000 annually
Travel: Moderate travel for customer visits, trade shows, and industry events.
Benefits: Medical, dental, and vision (50% employer-paid employee premium), 401(k) with company match, paid vacation & personal days, paid volunteer days, company-paid life insurance, optional disability and supplemental coverage
Position Description
The AccountManager is responsible for leading sales efforts for durable and advanced medical equipment and managing the full sales lifecycle-from prospecting and lead qualification to contract negotiation and post-sale support. This role develops long-term client relationships, drives revenue growth, identifies upsell/cross-sell opportunities, and serves as the primary liaison for assigned accounts. The ideal candidate brings strong client engagement skills, strategic thinking, and a customer-first approach.
Responsibilities
• Develop and execute strategic sales plans to achieve revenue targets
• Build, maintain, and strengthen relationships with assigned clientaccounts
• Understand customer needs, buying environments, and clinical applications to deliver tailored solutions
• Coordinate internally with operations, inventory, and service teams to ensure customer requirements are fulfilled
• Conduct high-level client presentations, contract negotiations, and proposals
• Identify opportunities to expand account penetration, upsell, and cross-sell
• Maintain CRM documentation of client communications, forecasts, and activities
• Track key account metrics and prepare reports for leadership
• Attend trade shows, medical conferences, and networking events representing the organization
• Ensure sales processes comply with regulatory and ethical standards
• Conduct routine client check-ins and coordinate continuous improvement plans when necessary
Must-Have Skills, Experience, and Education
• Bachelor's degree in Business, Marketing, Communications, or related field
• 3-5 years of accountmanagement, customer success, or sales experience
• Experience managing multiple accounts and building long-term relationships
• Strong negotiation, presentation, communication, and customer service skills
• Ability to manage full sales cycles to successful closure
• CRM proficiency and strong documentation discipline
• Proven ability to meet or exceed revenue targets
Nice-to-Have Skills
• Healthcare or medical equipment sales experience
• Strong leadership and supervisory experience
• Experience with Accumatica or similar CRM platforms
• Familiarity with healthcare procurement processes or clinical environments
$75k yearly 4d ago
B2B Territory Sales/AccountManager
Yoh, A Day & Zimmermann Company 4.7
Fishers, IN jobs
B2B Territory Sales/AccountManager Direct Hire Fishers, IN A person in this position is an individual contributor and responsible for new business development and improving customer and potential customer relationships. Grow profit margin and sales value and volume with current customers and expand sales by obtaining and developing new customers within an assigned territory or market.
This position is outside sales; duties shall be away from the office to solicit to clients.
Requirements -
At least 2 years of recent experience in a Sales role - 60% new business development
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 the battery industry. Examples - Manufacturing
, Industrial, HVAC, etc.
Estimated Min Rate: $80000.00
Estimated Max Rate: $90000.00
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.
$80k-90k yearly 5d ago
Export Manager
Manpowergroup Talent Solutions 4.7
Farmington Hills, MI jobs
Serve as Export Control Subject Matter Expert (SME), providing authoritative guidance on U.S. export regulations (EAR, ITAR) and supporting global manufacturing Fortune 500 company's global compliance strategy.
Develop and maintain global export control standards, monitor legal/regulatory changes, and assess their impact on business operations worldwide.
Conduct audits, health checks, and risk analysis while advising business units, central departments, and authorities on compliance requirements.
Require 8+ years of export control experience, a law or associate degree, strong analytical and communication skills, and proven ability to influence and collaborate across all organizational levels.
Opportunity to shape global export control processes in a dynamic, international environment with exposure to cross-border regulations and strategic decision-making.
$51k-69k yearly est. 3d ago
Sales Manager (Transportation & Logistics)
Adecco 4.3
Farmingdale, NY jobs
Sales Manager - Transportation & Logistics
Adecco Client Opportunity
Our client is expanding their transportation division and is seeking an experienced Sales Manager with a strong background in LTL and FTL services. This role will be responsible for developing the commercial strategy, building a sales team, and driving revenue growth within the NY and NJ market.
Position Overview
The Sales Manager will establish the foundation for a new sales function focused on transportation services. This includes designing sales processes, defining market direction, building new customer relationships, and developing scalable commercial solutions. The ideal candidate has previous experience building a transportation sales organization and leading high-performance teams.
Key Responsibilities
Build a commercial strategy for transportation services including pricing, market segmentation, and target accounts
Lead recruiting efforts for the sales team and provide ongoing coaching and development
Establish repeatable sales processes and customer engagement workflows
Develop relationships with shippers and secure new transportation business across LTL and FTL
Lead contract negotiations focused on profitable growth
Collaborate closely with operations to ensure smooth service execution
Evaluate industry pricing trends and market activity to refine commercial strategies
Create reporting tools, KPIs, and performance dashboards for sales metrics
Ensure compliance with transportation regulations and internal commercial guidelines
Required Experience
Experience building or scaling a transportation sales function
Proven ability to recruit, train, and manage sales professionals
Strong background negotiating transportation agreements with shippers
Able to balance strategic planning with active sales execution
Skilled in CRM platforms, sales workflow management, and TMS tools
Qualifications
Bachelor's degree in Business, Logistics, Supply Chain, or related area (MBA a plus)
7+ years selling transportation services (LTL and FTL required)
3+ years in a sales leadership role
Demonstrated success achieving revenue targets and developing new business
Solid understanding of pricing models, freight networks, and industry regulations
This position will have direct impact on shaping the transportation sales direction, establishing processes, and driving long-term commercial success. It offers substantial ownership and the opportunity to build something from the ground up.
$51k-76k yearly est. 5d ago
Manager, Client Support
Depelchin Children's Center 3.8
Houston, TX jobs
The Manager, Client Support serves as primary liaison between the Single Source Continuum Contractor (SSCC) and Texas Department of Family and Protective Services (DFPS) subject matter experts. This position is responsible for connecting the two systems to ensure continuity of care and service provision. Primary responsibilities include coordinating communication and collaboration between the two systems to ensure continuity of care, effective service provision, and alignment with contractual and regulatory requirements. The Manager also oversees Client Support staff, providing leadership, guidance, and performance management to ensure the team delivers high-quality support and consistent service to children, families, and partners within the SSCC network.
Primary Responsibilities:
Create strategies to ensure that all children are registered on Texas Adoption Resource Exchange (TARE) accurately and timely.
Prepare reports of TARE compliance to present to DFPS and the SSCC.
Serve as the liaison between DFPS and the SSCC in managing eligibility services for children entering and exiting care.
Oversee case escalations and work to resolve service delivery concerns related to Title IV E services.
Develop innovative processes and projects to make sure children are exiting care with the appropriate documents and supports in place.
Prioritize and train staff to recognize when youth need more support before exiting care.
Maintain familiarity with key systems and agencies, including Texas Integrated Eligibility Redesign Project (TIERS), the Office of the Attorney General (OAG) and the Bureau of Vital Statistics (BVS) and other related systems and resources necessary to perform job duties effectively.
Develop and implement a process for collaborating with DFPS' regional SSI Coordinator to ensure appropriate action is taken when a child does not have a Social Security number.
Develop and maintain a system to track and complete requests for delayed birth certificates for children whose birth were not officially registered with the Texas Department of State Health Services (DSHS).
Develops and maintains a system to track and complete birth certificate requests for children being adopted and for children born outside the State of Texas.
Implement strategies to assist DFPS with moving youth to permanency that are in need of adoption.
Ensures that effective systems are in place to manage adoption recruitment, Review and Approval staffings, and purchased services related to the Preparation for Adult Living (PAL) program.
Required Qualifications:
Minimum five (5) years' direct experience in child welfare, adoption, or foster. (Includes case management, working with child-placing agencies, Child Protective Services-CPS or similar settings)
Minimum three (3) years' supervisory or management experience leading staff, overseeing adoption case workers or supervisory units.
Experience with preparing documentation for court, completing adoption readiness studies, coordinating with legal, educational, and medical stakeholders.
Knowledge, Skills, and Abilities:
Knowledge of state/federal laws relevant to child welfare, foster care, adoption, child protection, licensing requirements.
Strong written and verbal communication
Ability to prepare reports, testify in court.
Ability to handle emotionally difficult situations.
Knowledge of trauma-informed care and attachment issues.
Demonstrated ability to manage caseloads, supervise staff performance, provide training, and ensure that timelines and program objectives are consistently met.
Ability to travel (home visits, court appearances).
Work Conditions:
Environment: Hybrid
Range of Schedule: Mon - Fri, 7:00 a.m. to 7:00 p.m. On call as needed
Travel: Frequent - Local and Statewide (Must have reliable personal transportation, valid Texas Driver License and current Auto Insurance)
DePelchin is Proud to be an Equal Opportunity Workplace.
DePelchin is committed to selecting and employing the best and most qualified person available for each job opening without unlawful discrimination of any kind. Additionally, DePelchin is committed to providing a work environment free of discrimination and harassment on the basis of race, color, sex (including pregnancy, sexual orientation and gender identity), marital or parental status, veteran status, religion, national origin, age, disability, family medical history, genetic information, or political affiliation.
$40k-51k yearly est. Auto-Apply 41d ago
Manager, Client Support
Depelchin Children's Center 3.8
Houston, TX jobs
The Manager, Client Support serves as primary liaison between the Single Source Continuum Contractor (SSCC) and Texas Department of Family and Protective Services (DFPS) subject matter experts. This position is responsible for connecting the two systems to ensure continuity of care and service provision. Primary responsibilities include coordinating communication and collaboration between the two systems to ensure continuity of care, effective service provision, and alignment with contractual and regulatory requirements. The Manager also oversees Client Support staff, providing leadership, guidance, and performance management to ensure the team delivers high-quality support and consistent service to children, families, and partners within the SSCC network.
Primary Responsibilities:
Create strategies to ensure that all children are registered on Texas Adoption Resource Exchange (TARE) accurately and timely.
Prepare reports of TARE compliance to present to DFPS and the SSCC.
Serve as the liaison between DFPS and the SSCC in managing eligibility services for children entering and exiting care.
Oversee case escalations and work to resolve service delivery concerns related to Title IV E services.
Develop innovative processes and projects to make sure children are exiting care with the appropriate documents and supports in place.
Prioritize and train staff to recognize when youth need more support before exiting care.
Maintain familiarity with key systems and agencies, including Texas Integrated Eligibility Redesign Project (TIERS), the Office of the Attorney General (OAG) and the Bureau of Vital Statistics (BVS) and other related systems and resources necessary to perform job duties effectively.
Develop and implement a process for collaborating with DFPS' regional SSI Coordinator to ensure appropriate action is taken when a child does not have a Social Security number.
Develop and maintain a system to track and complete requests for delayed birth certificates for children whose birth were not officially registered with the Texas Department of State Health Services (DSHS).
Develops and maintains a system to track and complete birth certificate requests for children being adopted and for children born outside the State of Texas.
Implement strategies to assist DFPS with moving youth to permanency that are in need of adoption.
Ensures that effective systems are in place to manage adoption recruitment, Review and Approval staffings, and purchased services related to the Preparation for Adult Living (PAL) program.
Required Qualifications:
Minimum five (5) years' direct experience in child welfare, adoption, or foster. (Includes case management, working with child-placing agencies, Child Protective Services-CPS or similar settings)
Minimum three (3) years' supervisory or management experience leading staff, overseeing adoption case workers or supervisory units.
Experience with preparing documentation for court, completing adoption readiness studies, coordinating with legal, educational, and medical stakeholders.
Knowledge, Skills, and Abilities:
Knowledge of state/federal laws relevant to child welfare, foster care, adoption, child protection, licensing requirements.
Strong written and verbal communication
Ability to prepare reports, testify in court.
Ability to handle emotionally difficult situations.
Knowledge of trauma-informed care and attachment issues.
Demonstrated ability to manage caseloads, supervise staff performance, provide training, and ensure that timelines and program objectives are consistently met.
Ability to travel (home visits, court appearances).
Work Conditions:
Environment: Hybrid
Range of Schedule: Mon - Fri, 7:00 a.m. to 7:00 p.m. On call as needed
Travel: Frequent - Local and Statewide (Must have reliable personal transportation, valid Texas Driver License and current Auto Insurance)
DePelchin is Proud to be an Equal Opportunity Workplace.
DePelchin is committed to selecting and employing the best and most qualified person available for each job opening without unlawful discrimination of any kind. Additionally, DePelchin is committed to providing a work environment free of discrimination and harassment on the basis of race, color, sex (including pregnancy, sexual orientation and gender identity), marital or parental status, veteran status, religion, national origin, age, disability, family medical history, genetic information, or political affiliation.
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$40k-51k yearly est. 13d ago
Client Executive / Principal K-12
PBK Architects 3.9
Berkeley, CA jobs
The Client Executive will serve as a top-level manager in a successful, growing firm. They will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular Client or multiple Clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor.
Your Impact:
Strategic
: The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals.
Operational
: The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. They will oversee client relations, including project team performance and overall client satisfaction.
Marketing/Business Development
: The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships.
Management/Leadership
: The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff.
Executive Meetings
Board Meetings
Major Presentations
Introduction & Important Issues Meetings
Management & Staffing Meetings
New Hire Interviews
Client Maintenance
Business Development
Conferences/Seminars
High Level QAQC
Continuous 5-min Meetings with Production Director & Project Managers
Here's What You'll Need:
Must be a Registered Architect in the State.
Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes.
Must have prior K-12 and/or Higher Education experience to be considered.
The actual offered base salary for California locations will vary depending on factors such as individual qualifications, education, experience, skills, job-related knowledge, work location, and internal equity. We would not anticipate that the individual hired into this role will be at or near the top half of the range provided, but the decision will be dependent on the factors of each individual case. The compensation package may also include incentive compensation in the form of discretionary bonuses in addition to base salary and a full range of medical, financial, and other benefits. The salary range for this position is below.
$142,666.00 - $213,999.00
PBK is an Equal Employment Opportunity employer. All qualified applicants can be considered for an opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, criminal history, or any other characteristic protected by law. Additionally, it is our policy to provide equal employment opportunity in all phases of employment in compliance with all applicable federal and state laws, rules, and regulations.
$142.7k-214k yearly Auto-Apply 60d+ ago
Client Executive / Principal K-12
PBK Architects 3.9
Rancho Cucamonga, CA jobs
The Client Executive will serve as a top-level manager in a successful, growing firm. He or she will interact regularly with senior representatives of current and prospective clients. The Client Executive will oversee all client relations for a particular Client or multiple Clients, including project team performance and overall client satisfaction. The Client Executive will have extremely strong inter-personal skills with an aggressive, yet personable, demeanor.
Your Impact:
Strategic
: The Client Executive will be a key contributor to further defining and guiding the strategic plan. PBK's corporate resources and management team will be made available to assist the Client Executive in meeting these goals.
Operational
: The Client Executive will ultimately be responsible for the delivery of services, the development of culture and the execution of processes within the offices. He or She will oversee client relations, including project team performance and overall client satisfaction.
Marketing/Business Development
: The ability to establish and develop relationships with potential clients is essential. They will work closely with the firm's Marketing & Business Development departments to develop new opportunities and build relationships.
Management/Leadership
: The Client Executive will promote a support structure to further develop the abilities of the staff. They will also be responsible for staffing projections and overseeing the recruitment of new staff.
Executive Meetings
Board Meetings
Major Presentations
Introduction & Important Issues Meetings
Management & Staffing Meetings
New Hire Interviews
Client Maintenance
Business Development
Conferences/Seminars
High Level QAQC
Continuous 5-min Meetings with Production Director & Project Managers
Here's What You'll Need:
Must be a Registered Architect in the State.
Must have a minimum of 15 years of experience in the architectural profession with no less than 10 years of experience managing project teams and processes.
Must have prior K12 and/or Higher Education experience to be considered.
The actual offered base salary for California locations will vary depending on factors such as individual qualifications, education, experience, skills, job-related knowledge, work location, and internal equity. We would not anticipate that the individual hired into this role will be at or near the top half of the range provided, but the decision will be dependent on the factors of each individual case. The compensation package may also include incentive compensation in the form of discretionary bonuses in addition to base salary and a full range of medical, financial, and other benefits. The salary range for this position is below.
$142,666.00 - $213,999.00
PBK is an Equal Employment Opportunity employer. All qualified applicants can be considered for an opportunity without regard to sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected veteran status, criminal history, or any other characteristic protected by law. Additionally, it is our policy to provide equal employment opportunity in all phases of employment in compliance with all applicable federal and state laws, rules, and regulations.