Senior client manager job at Baldwin Risk Partners
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The ClientManager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The ClientManager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.
Position Summary:
The ClientManager, Employee Benefits services the employee benefit needs of our clients in a prompt and efficient manner. The ClientManager, Employee Benefits prepares all client presentations, including claim reports and renewal details, as well as preparing client data for marketing efforts to seek alternative coverages and plans.
Principal Responsibilities:
* Manageclient service calendar including new client onboarding, processing and negotiating renewals for all lines of coverage, compliance alerts and updates, 5500 filings, plan documentation (SPDs, SBCs, Wrap Documents, certificates of insurance, policies, etc.), and Open Enrollment preparation and execution.
* Prepare and present executive summaries for clients, including claim experience, benchmarking, rate renewals and exhibits, plan design alternatives, contribution modeling, and renewal recommendations.
* Manage all policy activity aspects of assigned accounts
* Present risks to the insurance marketplace for quoting, as needed
* Communicate clear expectations to the client regularly, professionally, and proactively.
* Maintain a priority for accuracy, timeliness and completion when interacting with current and prospective clients, the firm and insurance company partners, demonstrating strong organizational skills with high attention to detail
* Manageclient inquiries and work with insurance partners and/or internal teams to resolve client issues.
* Conduct effective enrollment meetings, as needed with prepared collateral
* Review existing programs to determine if additional lines of insurance should be added, and solicit proposals from the marketplace to suit the needs of the client.
* Cultivate strong relationships with clients and insurance company partners
* Responsible for knowing the requirements and attributes of all insurance company partners while maintaining in depth knowledge of the company and their website resources
* Look for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to appropriate leadership
Education, Experience, Skills and Abilities Requirements:
* Strong presentation skills, both verbal and written communications
* Current state License required
* Bachelor's degree preferred plus 2+ years of related experience
* Moderate to advanced knowledge of Microsoft Word, Excel, Publisher, Outlook, and PowerPoint and ability to learn any other appropriate insurance company and firm software systems
* Demonstrates firm's core values, exuding behavior that is aligned with corporate culture
#LI-NS1
Click here for some insight into our culture!
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
$80k-126k yearly est. Auto-Apply 60d+ ago
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Account Manager
Markem-Imaje 4.6
Philadelphia, PA jobs
Markem-Imaje is a trusted world manufacturer of product identification and traceability solutions, offering a full line of reliable and innovative inkjet, thermal transfer, laser, print and apply label systems. Markem-Imaje delivers fully integrated solutions that enable product quality and safety, regulatory and retailer compliance, better product recalls and improved manufacturing processes.
**Needs to live in Baltimore or Philly**
The Account Manager is responsible for increasing the company's revenue by exceeding sales objectives within the assigned territory. The Account Manager will use the MI proven sales process to manage a territory in collaboration with the Strategic Account Manager and Supplies & Service Manager.
Job Responsibilities:
• Grow the territory in revenue, increase the install base and exceed territory sales targets.
• Develop a sales plan to cover all accounts effectively and efficiently within the assigned territory.
• Manage existing customer accounts and deliver robust results through your consultative selling experience.
• Prospect for new customers and generate new opportunities within the assigned territory.
• Identify and retain after sales opportunities in our existing customer base.
• Learn and implement “Markem-Imaje Sales Process” including all procedures and policies.
Job Requirements:
• Bachelor's in Business Management/Administration/Engineering or related field preferred.
• 3-5 years of sales experience, ideally within the packaging and/or industrial manufacturing field.
• Enthusiasm and competitiveness with a passion for our customers', our products, solutions, and services.
• Technical aptitude with ability to learn new skills.
• Strong territory, sales pipeline, and time management skills.
• Solid understanding of CRM (such as SalesForce.com) and MS Office applications (Excel, Word, PowerPoint)
• Excellent communication skills, both written and verbal.
• Ability to work independently and a highly motivated self-started.
• Ability to identify problems, collect data, establish facts, and draw valid conclusions.
• Successful history in technical sales roles.
• Must be able to demonstrate and sell the entire line of products, services, and software solutions.
• Must be able to perform in a fast-paced environment and effectively handle competing priorities and timelines.
• Experienced in forecasting territory revenue monthly.
The right candidate will be aligned to our values and culture:
• Collaborative entrepreneurial spirit
• Winning through customers
• High ethical standards, openness, and trust
• Expectations for results
• Respect and value people
#LI-BM1
#LI-REMOTE
Work Arrangement : Remote
Pay Range: $75,000.00 - $100,000.00 annually
Commission Eligible: This position is eligible to earn commissions based on performance metrics and other criteria outlined in our applicable commission.
Benefits: Our total rewards package for eligible team members also includes: a 401(k) savings plan with employer contributions; medical, dental and vision insurance; wellness programs; health savings account, health care and dependent care flexible spending accounts; company paid short-term disability and long-term disability; company paid employee basic life and AD&D insurance; supplemental employee and dependent life insurance; optional accident, hospital indemnity and critical illness insurance; adoption, surrogacy, and fertility benefits and assistance; commuter benefits; parental, military, jury duty, and bereavement leaves of absence; paid time off, including 10 paid holidays per calendar year, paid vacation days beginning at 80 hours annually, 64 paid sick leave hours annually or as provided under state and local paid sick leave laws, tuition reimbursement at the maximum amount of $5,250 per employee per calendar year, business travel services; employee discounts; and an employee assistance program that includes company paid counseling sessions and legal services. Eligibility for benefits is governed by applicable plan documents and policies.
Fraudulent Recruiting Disclaimer: Dover Corporation and our affiliated operating companies want to alert applicants to internet job posting fraud, where parties posing as Dover employees, recruiters, or other agents, try to engage with online candidates in an attempt to steal personal and/or financial information. We do not endorse or engage in any recruitment practices that involve payment or personal information outside of our official application and hiring process. Please verify the authenticity of an invitation to apply for a job, or for a job offer by contacting us directly through our Dover and affiliated operating company websites at ************************************** To learn how you can protect yourself, review our Recruitment Fraud Notice on our careers site.
All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact ************************ for assistance with an accommodation. Kindly specify Job Requisition Number / Job Title and Location in response.
Job Function : Sales
$75k-100k yearly 4d ago
Workday Engagement Manager - Managing Consultant
Guidehouse 3.7
Lewisville, TX jobs
Job Family:
SAAS/PAAS/Cloud Consulting
Travel Required:
Up to 25%
Clearance Required:
None
What You Will Do:
As part of our Workday Practice, you'll be part of a new and energized team of advisory professionals who deliver more than just technology
From initial assessments to entire transformations, you'll deliver Workday solutions equipping organizations with the information they need to make better business decisions.
Be an active participant on assigned projects helping to streamline client process and manage the overall engagement
Participate in an innovative, teaming culture for the Workday team to enabled constant innovation,
Strong ability to manage the stages of a Workday project.
Demonstrate consultative skills.
Have a passion for high customer satisfaction levels.
What You Will Need:
Bachelors degree with MINIMUM of FIVE (5) years of experience using Workday in an EM (engagement management)/business process improvement capacity, preferably as an Engagement Manager from a previous firm; OR a Masters degree with a MINIMUM of THREE (3) years of experience using Workday in an EM (engagement management)/business process improvement capacity, preferably as an Engagement Manager from a previous firm. Years of experience can be substituted for a formal degree, such as NO degree with a MINIMUM of NINE (9) years of experience using Workday in an EM (engagement management)/business process improvement capacity, preferably as an Engagement Manager from a previous firm
Experience with an ERP system: Workday, Oracle, SAP, Peoplesoft, etc
A proven role in multiple referenceable implementations
Experience with the execution of projects within a structured methodology
Up to 25% travel with a focus on work from home and/or Guidehouse office, consultants may provide on-site support for key milestones as needed
What Would Be Nice To Have:
Preference will be given to those who are Workday certified
Preference will be given to those with direct EM experience
Solid knowledge of Microsoft Office Suite, focused on Microsoft Excel, Microsoft Word and PowerPoint
Strong written and oral communication skills (RFP responses, white papers, etc) and presentation skills such as Workday demonstrations and client presentations
Current holder of a Workday Engagement Manager
Current holder of a Workday Product (HCM, Finance or other) Certification
PMP certification
Implementations involving deploying within a state or local government is preferred
Experience working in complex multi-phase implementations
The annual salary range for this position is $118,000.00-$196,000.00. Compensation decisions depend on a wide range of factors, including but not limited to skill sets, experience and training, security clearances, licensure and certifications, and other business and organizational needs.
What We Offer:
Guidehouse offers a comprehensive, total rewards package that includes competitive compensation and a flexible benefits package that reflects our commitment to creating a diverse and supportive workplace.
Benefits include:
Medical, Rx, Dental & Vision Insurance
Personal and Family Sick Time & Company Paid Holidays
Position may be eligible for a discretionary variable incentive bonus
Parental Leave and Adoption Assistance
401(k) Retirement Plan
Basic Life & Supplemental Life
Health Savings Account, Dental/Vision & Dependent Care Flexible Spending Accounts
Short-Term & Long-Term Disability
Student Loan PayDown
Tuition Reimbursement, Personal Development & Learning Opportunities
Skills Development & Certifications
Employee Referral Program
Corporate Sponsored Events & Community Outreach
Emergency Back-Up Childcare Program
Mobility Stipend
About Guidehouse
Guidehouse is an Equal Opportunity Employer-Protected Veterans, Individuals with Disabilities or any other basis protected by law, ordinance, or regulation.
Guidehouse will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of applicable law or ordinance including the Fair Chance Ordinance of Los Angeles and San Francisco.
If you have visited our website for information about employment opportunities, or to apply for a position, and you require an accommodation, please contact Guidehouse Recruiting at ************** or via email at RecruitingAccommodation@guidehouse.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodation.
All communication regarding recruitment for a Guidehouse position will be sent from Guidehouse email domains including @guidehouse.com or ************************. Correspondence received by an applicant from any other domain should be considered unauthorized and will not be honored by Guidehouse. Note that Guidehouse will never charge a fee or require a money transfer at any stage of the recruitment process and does not collect fees from educational institutions for participation in a recruitment event. Never provide your banking information to a third party purporting to need that information to proceed in the hiring process.
If any person or organization demands money related to a job opportunity with Guidehouse, please report the matter to Guidehouse's Ethics Hotline. If you want to check the validity of correspondence you have received, please contact *************************. Guidehouse is not responsible for losses incurred (monetary or otherwise) from an applicant's dealings with unauthorized third parties.
Guidehouse does not accept unsolicited resumes through or from search firms or staffing agencies. All unsolicited resumes will be considered the property of Guidehouse and Guidehouse will not be obligated to pay a placement fee.
$118k-196k yearly Auto-Apply 1d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Diego, CA jobs
Client Service Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work-life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$160k-235k yearly 1d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
San Francisco, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry‑leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work‑life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee‑owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 3d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Walnut Creek, CA jobs
Client Service Director - Water/WastewaterJob Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
As an employee-owned firm, Kennedy Jenks offers a unique company culture with a corporate commitment to maintaining a positive work/life experience with a flexible hybrid work environment. Kennedy Jenks provides competitive compensation that will vary based upon education, experience, qualifications, skills, licensure/certifications, seniority, and geographic location. We offer a full benefits package.
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-235k yearly 2d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Pasadena, CA jobs
Client Service Director - Water/Wastewater Job Description
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering, environmental consulting, and construction management services, with a focus on innovation and sustainability. Using advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects from planning through construction. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, award-winning water reuse projects, and efficient construction management practices that ensure quality, safety, and on-time delivery. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team‑building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward‑thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship‑building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design‑Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Kennedy Jenks supports a healthy work‑life balance and utilizes ahybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Thesalary range for this position is anticipated to be between $160,000 and $235,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
This position is eligible for performance and incentive compensation.
Benefits Summary: Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-Hybrid
Kennedy Jenks is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy‑related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$160k-235k yearly 1d ago
Client Service Director - Water/Wastewater
Kennedyjenks 4.1
Santa Rosa, CA jobs
Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous improvement, we deliver exceptional engineering and environmental consulting services today, with a focus on innovation and sustainability. Using new advanced analytics, technology, and tools, KJ improves designs, reduces risk, and finds better ways to deliver projects. KJ is at the forefront of developing sustainable solutions for clients, including green infrastructure design, strategies to reduce energy use and environmental impacts, and award-winning water reuse projects. We are known for our dedication to industry-leading client service and tailored solutions.
Kennedy Jenks is seeking a dynamic Client Service Director with strong client relationships, a proven track record, team-building capabilities, and business leadership skills to drive the growth of our thriving public and private sector water and wastewater practice across the United States. This senior leadership role is crucial to our continued success in delivering quality solutions to our valued clients. You will be an integral part of a forward-thinking engineering practice involved in exciting and meaningful project work across our national footprint.
Key Responsibilities:
Business Development: Engage with the marketplace to identify new clients and projects, and work collaboratively with our team to pursue and secure these opportunities.
Client Expansion: Leverage existing relationships with municipal and industry clients, and KJ's local and national project portfolio to expand service offerings.
Leadership: Build, lead, and motivate teams to deliver exceptional client service on projects.
Project Management: Take responsibility for managing key projects from the planning phase through construction, ensuring quality delivery.
Brand Development: Lead client service and professional engagement efforts to enhance both personal and company brand awareness, while identifying new opportunities and partnerships to drive growth.
Strategic Planning: Contribute to statewide strategic planning, utilizing marketing knowledge and your established client relationships.
Staff Development: Collaborate with internal leaders to hire and develop staff, ensuring team success.
Proposal Oversight: Lead strategic project positioning, including developing key teaming partners, overseeing proposal development, and preparing for client interviews.
Project Development: Oversee the preparation of project scope, schedules, fee negotiations, project staffing, and coordination of activities related to planning, design, and construction.
Travel: Travel to client and project sites for meetings and travel to other Kennedy Jenks offices will be necessary.
Project Contribution: Contribute to project delivery goals by managing projects or serving as a project engineer or team member.
Qualifications:
Local Market Expertise: Thorough understanding of the local market, with established industry relationships and strong technical knowledge of water, wastewater, pipeline, stormwater, environmental, and industrial consulting.
Entrepreneurial Spirit: Proven experience with business development, relationship-building, negotiation, and client service management, all delivered with integrity.
Team Building: Enthusiasm for fostering team collaboration, staff development, and inclusive leadership.
Communication Skills: Strong writing, editing, research, and verbal communication abilities.
Experience: Minimum of 15 years of relevant experience.
Education: BS or MS in Civil, Chemical, Environmental, or a related engineering field. PE license required or ability to obtain immediately. Design-Build experience and DBIA certification are a plus.
Travel Requirements: Ability to travel to clients and Kennedy Jenks offices as needed.
Work Flexibility:
Kennedy Jenks supports a healthy work-life balance and utilizes a hybrid model of home and office work to empower our team members to thrive and achieve their full potential.
Compensation:
The salary range for this position is anticipated to be between $150,000 and $220,000, depending on education, experience, qualifications, licensure/certifications, and geographic location.
Kennedy Jenks offers a comprehensive benefits package, including medical, dental, vision, life and disability insurance, 401k, bonus opportunities, tuition reimbursement, professional registration support, a competitive PTO and holiday plan, and other benefits and programs.
#LI-hybrid
Kennedy Jenks is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex, pregnancy and pregnancy-related conditions, sexual orientation, gender identity, national origin, age, marital status, disability, citizenship status, genetics, protected veteran status, or any other characteristics protected by applicable law.
#J-18808-Ljbffr
$150k-220k yearly 5d ago
Water/Wastewater Client Services Director
Kennedyjenks 4.1
San Francisco, CA jobs
A leading engineering consulting firm is seeking a Client Service Director in San Francisco, CA. This role focuses on expanding the water and wastewater practice, requiring strong leadership and business development skills. The ideal candidate has over 15 years of experience, a relevant degree, and a passion for client service. The position offers a hybrid work model and a comprehensive benefits package.
#J-18808-Ljbffr
$120k-168k yearly est. 3d 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.
Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after 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 1d 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.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after 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 1d 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.
Required Licenses: SIE, Series 6 (or 7), and Series 63 (or 66) licenses are required at time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after 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 1d ago
Client Partner - Healthcare and Life Sciences (HCLS)
Mastech Digital 4.7
Chicago, IL jobs
As a Client Partner within the Healthcare and Life Sciences (HCLS) vertical, you will be responsible for building and expanding strategic client relationships while driving AI-first, data-led digital transformation initiatives across pharma, biotech, medtech, and healthcare payer/provider organizations. You will act as a trusted advisor to senior executives, owning client engagement, revenue growth, and delivery excellence.
Key Responsibilities
Client Engagement & Account Growth
Build, manage, and deepen long-term relationships with C-level and senior stakeholders across life sciences and healthcare organizations.
Own revenue, margin, and growth targets for assigned strategic accounts.
Lead account planning, mining, and farming initiatives to identify new opportunities and expand wallet share.
Serve as the primary point of contact, ensuring client satisfaction and long-term partnership value.
AI Solutions & Strategic Advisory
Act as a trusted advisor by aligning business strategy, regulatory considerations, and AI capabilities.
Identify opportunities where AI, data platforms, analytics, and digital solutions can drive measurable business outcomes.
Collaborate with data science, product, and engineering teams to design and position tailored, outcome-driven solutions.
Translate complex AI concepts into business-aligned value propositions for executive stakeholders.
Delivery Oversight & Governance
Partner closely with delivery leadership to ensure high-quality execution, predictable outcomes, and client success.
Provide governance oversight, ensuring adherence to SLAs, KPIs, and delivery commitments.
Ensure compliance with industry regulations and standards such as GxP, HIPAA, GDPR, where applicable.
Act as the executive escalation point for delivery or relationship issues.
Pre-Sales & Go-To-Market (GTM) Leadership
Support new business development through proposals, RFPs, SOWs, and executive pitch decks.
Collaborate with marketing and product teams to build AI-led HCLS value propositions, case studies, and thought leadership.
Contribute to vertical GTM strategies, helping position the organization as a trusted AI transformation partner in healthcare and life sciences.
Experience & Qualifications
8-12 years of experience in client-facing roles such as client partner, account management, consulting, or pre-sales.
Proven experience working with healthcare or life sciences clients (pharma, biotech, medtech, payer/provider).
Strong track record of account growth, stakeholder management, and solution selling.
Solid understanding of AI, data, analytics, and digital transformation concepts (hands-on technical skills not required).
Familiarity with healthcare regulatory environments and compliance frameworks is highly preferred.
Excellent executive communication, negotiation, and relationship-building skills.
$111k-169k yearly est. 4d 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.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after 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 1d ago
Director, Strategic Government Relations & Deals
Hispanic Alliance for Career Enhancement 4.0
San Francisco, CA jobs
A leading financial institution in San Francisco is seeking a Senior Level Relationship Manager. The role involves business development and maintaining key client relationships while ensuring high revenue generation. The ideal candidate will have over 10 years of experience in relationship management and a bachelor's degree in a relevant field. This position offers a competitive salary range from $122,400.00 to $228,000.00.
#J-18808-Ljbffr
$67k-99k yearly est. 4d ago
Private Client Relationship Manager
Citizens 2.9
Woburn, 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.
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after 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 1d ago
Founding Engagement Manager
Trove 3.5
San Francisco, CA jobs
Trove is developing an AI associate for financial firms - think enterprise search & agents for private equity, hedge funds, and banks
Our mission is to deliver associate‑level AGI
We've raised nearly $10M from Menlo and Khosla Ventures
We have strong initial traction - large enterprise contracts and user engagement on par with best-in-class B2B AI applications
Why this role?
Extreme ownership. Own onboarding, adoption, success, expansion, and strategy for every customer-if it happens post-sign, it's on you
Founder-track learning. Work shoulder-to-shoulder with the early team and master the playbook you'll use for your own startup one day
High upside: Significant equity and strong cash compensation
What you'll do
Manage entire post-sale relationships, working hands‑on with users and senior stakeholders
Identify and scale high-impact use cases; package feedback for product and engineering
Build the playbooks, metrics, tooling, and strategy that set the foundation for the scaling our customer operations
Who you are
3-6 yrs at a top‑tier consultancy or investment bank; startup or PE experience a plus
Executive-level communicator who loves solving client problems
Analytical, product‑minded, and comfortable in 0 → 1 environments
Based in San Francisco and eager to be in the office four days a week
#J-18808-Ljbffr
$114k-156k yearly est. 3d ago
NE Territory Business Development Manager (Hospital & Health Systems)
United States Drug Testing Laboratories (Usdtl 4.3
Des Plaines, IL jobs
USDTL is a global leader in forensic toxicology testing of drug and alcohol exposed newborns and mothers, as well as other at-risk populations. We service hospitals, child protection agencies, the Department of Defense, legal services, businesses, and more. USDTL prides itself on cutting edge research. We are the laboratory of choice for umbilical cord testing, fingernail/hair testing, and PEth testing. We provide accurate results that lead to early intervention has significant benefits for children, families and communities. We seek passionate employees who will share in our vision to protect and enrich lives.
Our vision to protect and enrich lives, and the nature of our business as a drug testing laboratory, makes the work of USDTL, LLC. critically important at all times. We look forward to working with employees who are dedicated to and passionate about our vision.
Company Requirements
In the performance of their respective tasks and duties all employees are expected to conform to the following:
Perform high quality work within deadlines without direct supervision
To work remotely to stay connected with the team via Microsoft Teams.
Interact professionally with other employees, clients, and vendors.
Work independently while understanding the need to communicate and coordinate work efforts with other employees.
Responsibilities/Duties/Functions/Tasks
Primary responsibility to meet quota for new business revenue/selling prospects our various laboratory tests.
Maintain a sufficient pipeline of opportunities to ensure a close rate that achieves the annual goal.
Stay abreast of changes in the marketplace impacting customers.
Provide overall support to new accounts to ensure clients receive highest level of service during their on-boarding phase; transition to account manager and ensure an effective service transition.
Must be comfortable working in sales cycles with 12-24-month lengths, while maintaining pipeline productivity and multiple touches throughout the sales cycle (not a one call close)
Responsible for full sales cycle from lead generation to new client on-boarding
Calling on hospital staff including: Directors of OB, Directors of Women's, Directors of Mother baby, Laboratory Directors, Senior level hospital administrators, etc.
Able to sell value and service to prospects distinguishable beyond pricing.
Generating leads by attending conferences, responding to inbound inquiries, as well as cold calling.
Drive sales through pre-call planning, post-call analysis and consistent follow-up.
Coordinate, collaborate, and utilize internal resources as needed when complex issues develop or when face-to-face or extensive service is required
Building and maintaining strong, long-lasting customer relationships with multiple stakeholders within the hospital/health system
Leverage relationships to turn a current customer into a referral / reference source.
Use Salesforce CRM to log all detailed activities and communications.
Collaborate with the Newborn sales team to improve customer satisfaction and retention.
Conduct webinars with customers throughout sales cycle.
Maintain a breadth of knowledge on all service offerings.
Complete all administrative tasks thoroughly and promptly.
Ability to travel to local/national conferences or customer sites (50% travel)
All other duties as assigned by the Sales Supervisor.
Requirements
Education
Bachelor's Degree with business related degree (e.g., administration, management, etc.)
Knowledge
5+ years of B2B sales experience
Knowledge of healthcare industry
Microsoft Office skills (intermediate to advanced Excel skills)
Experience using a CRM
Special Position Requirements
Live in the Northeastern United States.
The candidate must possess a professional image.
Ability to stand for prolong periods of time during conferences.
Ability to develop and sustain strong customer relationships, strong planning, and organizational skills.
Excellent oral and written communication and presentation skills.
Candidate must have a valid driver's license. A motor vehicle record in good standing.
Must be able to travel nationwide to hospitals and conferences on an as needed basis.
Must be able to setup and work exhibit booths for conferences that occasionally extend throughout the weekend.
Must be able to occasionally execute back-to-back conferences that may require multiple weeks on the road during busy seasons.
Must be able to secure and execute travel and lodging plans for hotel, air, rental car, shared ride, and taxi using personal credit card for reimbursement.
Maintain required hospital healthcare vendor credentialing immunizations up to date for onsite visits as applicable.
Preferences
Knowledge of laboratory testing
Knowledge of the newborn healthcare marketplace
Knowledge selling to neonatology stakeholders
Government RFP's
USDTL is an equal opportunity and everify employer along with a drug free workplace
All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.
$53k-72k yearly est. 1d ago
Solutions Manager, Business Development Manager
Softworld 4.3
San Francisco, CA jobs
Softworld, Inc. is currently seeking an experienced Business Development professional to join a high performing team. A proven track record in the contract staffing or technical services industry is required. Individuals with any amount of local or national contract Sales or Recruiting experience are encouraged to apply.
Job Responsibilities
Identifying and develop relationships with prospects through networking, cold/warm calling, and leads.
Source qualified contract and perm job requisitions.
Meet or exceed Gross Profit and Start goals as set by your manager.
Maintain strong Gross Profit margins using strong knowledge of the IT Consulting market and skilled negotiations with clients.
Develop strong internal relationships with your recruiting partners to qualify reqs and deliver consultants to Softworld clients.
Stay up to date on trends within the industries and technology sectors that you support.
Qualifications
Strong background in sales and new business development experience within contract staffing.
Experience in creating successful staffing and hiring solutions for a variety of industries and company sizes.
2+ years of experience initiating and maintaining long-lasting client relationships and negotiating service contracts and fees.
Ability to proactively promote candidates to support our customer base.
Strong analytical and organizational skills to be comfortable with multi-tasking in a fast-paced, competitive environment.
Must be a goal-oriented team player with excellent communication and presentation skills.
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Senior client manager job at Baldwin Risk Partners
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
The Client Experience Leader leads, mentors, coaches, hires, develops and evaluates a team of colleagues. They will ensure the delivery of world class service to all current and prospective clients. Responsible for identifying key performance measurables and metrics that ultimately contribute to the overall growth, profitability and innovation of the group. Will work to ensure that measures put into place are scalable and consistent across areas of business.
PRIMARY RESPONSIBILITIES:
In partnership with senior leadership, leads the execution of client segmentation strategy to ensure that overall business goals, profitability and retention goals are met in a conducive and collaborative environment.
Lead execution of strategies to enhance the client experience
Responsible for achieving and maintaining high client retention
Ensure efficiency in workflows and operational execution
Lead service team integration projects
Manage insurance company partner relationships including team meetings, and coordinating training for important market updates
Effectively coaches, mentors and manages and assists in the professional development of team colleagues to develop bench strength.
Helps create an environment where open communication is encouraged, and morale is high.
Possesses day-to-day oversight, direction and accountability of team colleagues.
KNOWLEDGE, SKILLS & ABILITIES:
Has a high level of technical insurance knowledge.
Can manage his/her performance, adhering to established workflows and processes, along with that of team colleagues.
Develops effective strategies and tactics and creates positive motivation for team colleagues to achieve vision.
Is organized and possesses excellent verbal and written communication skills.
Working knowledge of appropriate software.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to learn any other appropriate program or software system used by the firm as necessary
Must demonstrate core values, exuding behavior aligned with the firm's culture.
EDUCATION & EXPERIENCE:
Maintains all licenses as required by the State Department of Insurance to provide consultation and solutions in states where the firm functions.
Minimum 5 years of related experience in a service industry and in a leadership capacity
Experience with Agency Management System and/or other CRM-related software
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IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.