Client Relationship Manager jobs at Capital Group - 1932 jobs

Private Client Relationship Manager
Capital Group International Inc. 4.4
Client relationship manager job at Capital Group
“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Private Client Relationship Manager at Capital Group.” The Private Client Relationship Manager role is responsible for the day-to-day management of the advisor's practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. This Associate will provide subject matter expertise in various areas to offer solutions to complex client matters. Additionally, this role will provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. Primary responsibilities/essential functions: Delivers impeccable service to clients, prospects, and centers of influence; ensures service plan is established and achieved. Establishes team's efficient and consistent operating norms, commitments, role clarity, communication protocols, organizational methods, and succession/contingency planning. Identify and drive opportunities for process improvement. Designs and executes the value proposition for the practice, including the ideal client and target market. Co-builds and executes an actionable Business Plan to drive growth in the target market with Private Wealth Advisor (PWA); leverage data to track and report on the team's progress towards sales and service goals and KPIs. Partners with Marketing to uncover prospective client opportunities, organize and follow-up with leads (e.g., digital lead generation). Reviews practice metrics (for efficiency and measurement of sales success). Proactively manages client relationships including existing clients, prospects and COIs. Anticipates, executes, and prioritizes activities from prospects, centers of influence, and clients to ensure successful execution. Manages regular practice meetings to discuss health of the business and progress to goals, including business planning retreats, including pipeline management. Acts as the connection between PWA, CSA and partners, ensuring open communication and aligned priorities. In partnership with the PWAs, facilitates exercises that deepen trust and synergy across the team. Drives efficient execution of tasks across the organization. Prepares and delivers local Wealth Strategy Analyses. Curates and delivers asset allocation recommendations to PWA, clients and prospects. Participates in or leads projects related to practice priorities. “I am the person Capital Group is looking for.” You have a bachelor's degree. (required) Graduate degree preferred. You have a Series 65 or must obtain within 9 months of hire date. CFP preferred. You demonstrate initiative to anticipate client needs and identify sales opportunities. You demonstrate ability to plan process and work for a group or team to ensure work is completed in a timely manner and anticipate implications of decisions made and downstream impact. You demonstrate initiative by identifying and recommending solutions on complex and broad matters. You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives. You demonstrate sound judgment in resolving matters of high complexity. You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts. You demonstrate ability to instill trust through self-confident interactions and in-depth financial and business acumen. You demonstrate ability to influence groups and/or more senior associates. You demonstrate learning agility and intellectual curiosity in areas of high complexity, ambiguity, and diversity. You demonstrate initiative by identifying issues and recommending solutions on complex and broad matters. You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group). You demonstrate ability to effectively plan and manage the work of others. You demonstrate the ability to identify, assess, respond to, and escalate risks or potential risks encountered through day-to-day activities. You demonstrate effective written, and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization. You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives. You demonstrate the ability to lead and manage projects within the team. You demonstrate in-depth knowledge of financial services and exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area. “I can apply in less than 4 minutes.” You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community. “I can learn more about Capital Group.” At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor. In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings. You can learn more about our compensation and benefits here . * Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans. We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
$125k-176k yearly est. Auto-Apply 25d ago

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Tax Senior Manager, Private Client Services (Hybrid)
Eisneramper LLP 4.8
Melville, NY jobs
A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals. The ideal candidate has over 8 years of experience in tax compliance, exceptional leadership skills, and proficiency in business development. This role offers a hybrid working model and requires CPA or IRS Enrolled Agent Certification. Competitive salary range from $120,000 to $200,000 based on experience. #J-18808-Ljbffr
$120k-200k yearly 1d ago
Director, Global BD & Client Services (Hybrid)
Financial Women's Association 3.4
Larkspur, CA jobs
A boutique investment advisory firm located in Larkspur, California is seeking a Director of Business Development and Client Services. This full-time role will involve managing key client relationships and developing new business in the global emerging markets sector. The position offers a hybrid working schedule and requires travel for client engagements. Candidates must possess a Bachelor's degree, a Master's degree or relevant certifications, and a minimum of 10 years of related experience. Competitive salary and substantial benefits are included. #J-18808-Ljbffr
$126k-165k yearly est. 4d ago
Director of Financial Planning - Fee-Based & Client Growth
Edelman Financial Engines, LLC 4.6
San Francisco, CA jobs
A leading financial advisory firm is seeking a Director of Financial Planning to provide objective, fee-based advice. The ideal candidate will have robust experience in wealth management, focusing on client relationships and financial advice. Responsibilities include evaluating client needs and developing personalized strategies. Competitive compensation and a comprehensive benefits package are offered, tailored to support a fulfilling financial advising career. #J-18808-Ljbffr
$133k-171k yearly est. 4d ago
Vice President, Client Services - Wealth Management Operations
Goldman Sachs Bank AG 4.8
Chicago, IL jobs
A global financial services firm based in Chicago is seeking a Vice President in Client Services - Operations. The ideal candidate will manage a team, enhance client relationships, and have over 5 years of relevant experience. Responsibilities include serving as the main point of contact for clients, collaborating with various internal departments, and leading initiatives aimed at improving client satisfaction. This position offers a salary range of $90,000 to $230,000, along with comprehensive benefits. #J-18808-Ljbffr
$90k-230k yearly 3d ago
Senior Customer Success Manager
Zip 4.7
San Francisco, CA jobs
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr
$130k-160k yearly 2d ago
VP, Client Services - Wealth Management Ops
Goldman Sachs Bank AG 4.8
Chicago, IL jobs
A leading global investment management firm is seeking a Vice President for Client Services in Chicago. The role focuses on delivering exceptional client service, managing a team, and collaborating with sales partners while providing support for client onboarding and inquiries. Ideal candidates will have 5+ years of experience in the financial services industry, strong analytical and leadership skills, and must obtain necessary FINRA certifications. The position emphasizes attention to detail and a client-centric approach. #J-18808-Ljbffr
$134k-189k yearly est. 4d ago
Senior Relationship Manager - Emerging Middle Market
BMO 4.7
San Francisco, CA jobs
A leading North American bank seeks a seasoned professional with 10+ years of experience in Relationship Management. In this role, you will facilitate growth through business development and manage high-value client portfolios. The ideal candidate will drive negotiations for complex transactions and provide strategic advice to clients while ensuring compliance with regulations. Competitive salary range between $122,400.00 - $228,000.00, with additional benefits. #J-18808-Ljbffr
$122.4k-228k yearly 2d ago
Founding Customer Success Manager
Antler 3.7
San Francisco, CA jobs
A leading technology company is seeking a Founding Customer Success Manager to guide users from first value to full adoption. You will build trusted relationships and enhance customer experience, driving adoption, renewals, and expansion across accounts. Candidates should have experience in customer success or account management in SaaS or AI, and be skilled in enhancing customer value realization. Join us for a mission to transform the digital landscape. #J-18808-Ljbffr
$103k-152k yearly est. 3d ago
Customer Success Manager
Antler 3.7
San Francisco, CA jobs
Employment Type Full time Department Sales TL;DR - We're looking for a Founding CSM to guide Lovable users from first value to full adoption. You'll build trusted relationships, help customers ship faster, and turn every account into a success story. Why Lovable? Lovable lets anyone and everyone build software with any language. From solopreneurs to Fortune 100 teams, millions of people use Lovable to transform raw ideas into real products - fast. We are at the forefront of a foundational shift in software creation, which means you have an unprecedented opportunity to change the way the digital world works. Over 2 million people in 200+ countries already use Lovable to launch businesses, automate work, and bring their ideas to life. And we're just getting started. We're a small, talent-dense team building a generation-defining company from Stockholm. We value extreme ownership, high velocity and low-ego collaboration. We seek out people who care deeply, ship fast, and are eager to make a dent in the world. What we're looking for Experience in CS, account management, or solution consulting in SaaS or AI Track record of driving adoption, renewals, and expansion across mid-market, enterprise, and strategic accounts Strong communicator who blends empathy, business acumen, and technical curiosity. Ability to translate technical capabilities into clear business outcomes Skilled at running onboarding, QBRs, and success plans with multiple stakeholders Comfortable collaborating with Product, Sales, and Engineering to champion the customer voice Comfortable with ambiguity and iteration in a fast-moving, high-growth environment. Bonus: experience supporting developer tools or AI-native products What you'll do Own post-sale success: onboarding, adoption, renewal, and expansion for key accounts Build and execute success plans aligned with customer goals and product capabilities Drive adoption and value realization through proactive check-ins, QBRs, and enablement sessions to drive long-term value Partner with Product and Engineering to surface feedback and shape roadmap priorities Partner with FDEs to solve complex needs quickly, pairing business context with technical execution. Collaborate with AEs to identify and qualify CSQLs for expansion. Troubleshoot blockers, coordinate internal support, and ensure fast resolution Track health scores, usage, and adoption metrics to identify risks and opportunities Build Customer Success playbooks and new processes based on learnings Act as a strategic advisor - guiding customers on best practices, new features and workflows What Success Looks Like Customers reach time-to-value fast and expand use across teams. Renewals are earned through visible impact and trust. Lovable becomes mission-critical to how customers build and innovate. You're seen as the bridge between customers, product, and growth. How we hire Fill in a short form then jump on an initial exploratory call. Discuss your experience in more depth during a round of interviews with us. Join us for a workshop lasting 1-2 days remote or onsite. We'll see how you tick and you get to meet the team and explore whether joining Lovable feels right for you. About your application Please submit your application in English. It's our company language so you'll be speaking lots of it if you join. We treat all candidates equally - if you're interested please apply through our careers portal. #J-18808-Ljbffr
$103k-152k yearly est. 3d ago
VP, Senior Relationship Manager, Commercial (Emerging Middle Market)
BMO 4.7
San Francisco, CA jobs
Additional Job Description BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Qualifications: 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency: Financial Analysis Salary: $88,800.00 - $165,600.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
$88.8k-165.6k yearly 3d ago
Senior Account Manager, Retail / Food Service
Sandbox Industries Inc. 3.8
San Francisco, CA jobs
Senior Account Manager- Retail/ Food Service Job Description About Full Harvest Full Harvest is bringing the $1T produce industry fully online, end-to-end, for the first time ever. Our mission is to digitize the produce value chain, while solving the #1 contributor to climate change-food waste-by creating the leading business-to-business online produce platform selling all grades, including an expertise in off‑grade and surplus produce. This creates a win‑win‑win for farmers, food companies, and the planet. The company is backed by leading technology, impact, and agriculture investors such as Spark Capital, Cultivian Sandbox, Telus Ventures, and RaboBank. Full Harvest is recognized as a World Economic Forum Tech Pioneer, the top 2020 Fast Company World Changing Idea, a Forbes Most Innovative Agtech Startup, and was recently on the cover of Newsweek magazine. Our CEO was also recognized by The Packer as one of the Top Women in Produce in 2024. The Role Are you a produce broker or account manager ready to scale your book of business faster, earn more consistently, and eliminate the back-office burden? At Full Harvest, we've built a technology platform and national network that allows experienced brokers to do what they do best - scale their relationships and close deals - while we handle everything else. As a Senior Account Manager, you'll leverage our infrastructure, data, and technology to grow your book of business across Retail and Food Service buyers. You'll gain stability, scale, and support while maintaining the autonomy and relationships that define your success. Why Join Full Harvest? - Keep Selling, Lose the Headaches: We handle all credit checks, invoicing, collections, freight, logistics, and food safety compliance so you can stay focused on the deal flow. - Earn Steady Income with Commission and Equity in the Company: Competitive base salary and benefits provide consistent earnings on top of commissions tied to your performance. In addition, you will have equity in the company so your success is also your success. - Focus on the Deals with Unparalleled Support: Imagine what you could do with: - Data & Insights: Have access to cutting‑edge data and insights to help you grow and scale your sales faster. - Automated Freight & Logistics: Our platform and team provide real‑time freight quotes, handle bookings, and offer automated order tracking from start to finish to you and your customers. - Streamlined Order Management: Our platform helps you manage orders online 24/7 and our team supports you to ensure smooth transactions. - Supplier Food Safety & Audits: A dedicated Food Safety Team member handles all supplier food safety certification and audits. A food safety portal helps customers save and manage documents on our platform for ease of reference. - Collaborate for Success: Join a team of experienced sales colleagues who have been with Full Harvest for over 6 years. Collaborate with them to expand your supply map and leverage our 12,000+ grower network to increase your opportunities. We have the infrastructure and technology to provide the ultimate support system for sales leaders who want to prioritize their time growing existing business and relationships vs. dealing with headaches. Responsibilities - Scale your existing relationships onto the Full Harvest platform, working with our team to onboard and grow your current relationships with suppliers and buyers. Expand wallet share and produce categories sold to your book of business with the reach of the Full Harvest's platform. - Actively prospect and pursue new produce sales opportunities in Retail and Food Service sectors. - Work with suppliers to secure contracts and programs that enhance supply for all Full Harvest Buyers. - Build and grow Buyer relationships through leveraging our marketplace and data & insights. - Serve as a sales leader and collaborative partner on our team, sharing market insights and leveraging our collective supply relationships to grow your produce business. - Utilize the Full Harvest platform technology to execute deals and manage customer accounts, from sales quoting to closing. - Develop demand and sales forecasts and take responsibility for delivering on sales targets for your buyers and prospects. What You'll Bring - Proven Sales Leadership: 3-10 years of experience as a produce broker, trader, or produce salesperson with a strong book of business. - Key Account Expertise: Established relationships with Retail and/or Food Service buyers (e.g. Costco, Kroger, Walmart, etc.). - Strong Relationships: Track record of building, maintaining and growing relationships with Retail and/or Food Service buyers and suppliers, namely decision makers. - New Business Hunter: A successful history of prospecting and acquiring complex, new customers with a proven ability to build and maintain long‑term relationships. - Supplier & Sourcing Expertise: Deep relationships and experience working with suppliers and farms to secure supply, negotiate favorable contracts, and develop effective programs. At least some brokering experience vs. purely selling captured supply. - A Collaborative Approach: A team‑oriented mindset with the willingness to use your expertise, relationships, and experience to support and assist colleagues in achieving common goals. - A Passion for Innovation: An excitement to use technology to become more effective, efficient, and successful in your sales business. What We Offer - A Meaningful Mission: The opportunity to work on a great mission-solving food waste-and modernizing the produce supply chain. - Remote Flexibility with national reach - Income Stability and Full Benefits: Base Salary + Commission + Equity + Benefits - A Culture of Growth: A fun and challenging environment that provides a chance for significant personal and professional growth. - Equity in the Company: The chance to have ownership in a high‑growth startup, with the potential for substantial returns. - Top-Tier Technology: We provide the most up‑to‑date tools, including company‑issued Macs, the latest software, and all the equipment you need to excel at your job. - Comprehensive Benefits: A full suite of benefits, including medical, dental, and vision coverage, along with a 401k plan. Compensation for this position is composed of salary, equity, and strong commission plan. For the salary portion, the range for this position is $75k-$120k, depending on location and experience. Full Harvest has passed this position as a remote position. Full Harvest is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. Apply Email your resume to *****************************. #J-18808-Ljbffr
$75k-120k yearly 2d ago
Field Relationship Manager, Cards & Payments (Acquisitions)
Capital One National Association 4.7
San Francisco, CA jobs
A major financial services company is looking for a Relationship Manager in San Francisco to drive sales in the Business Cards & Payments group. This role involves building relationships with small and mid-sized businesses to enhance their financial management. Ideal candidates should have a minimum of 3 years in sales and a proactive, goal-oriented mindset. The position offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr
$69k-101k yearly est. 1d ago
Wealth Relationship Manager SAFE Act - Brooklyn
Citigroup Inc. 4.6
New York, NY jobs
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
$88.4k-132.6k yearly 5d ago
Client Relationship Officer
Pennington Partners and Co 4.2
Bethesda, MD jobs
About the Company Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Pennington's culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington's Director of Operations. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence. What You'll Do Manage the day-to-day interactions as the Client Service owner of Pennington's Operating Partner Families and LPs. Work with the Director of Operations to define and implement both KPIs for the Client Service function as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model. Work directly with the Market Leadership Team in their market to design and implement Client Service processes that will drive high levels of engagement. Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs. Work alongside and with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention. Work cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly Prepare client subscription and redemption documents related to alternative investments. Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders. What You Need A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse, ideally working with the UHNW client base. A minimum of 3-5 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse. Bachelor's degree in business administration, or related field, from a top College or University; Advanced degree or MBA is preferred but not required. Demonstrable competency in strategic planning, business process implementation and business development. Outstanding organizational and leadership abilities and personal integrity. A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs. Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs. Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving. Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues. A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm. What You'll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.
$91k-143k yearly est. 60d+ ago
Client Relationship Manager
Ascensus 4.3
Remote
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationship management for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts. Section 2: Job Functions, Essential Duties and Responsibilities Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Consistently demonstrate a superior level of proactive client focus and team work. Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth. Develop strong working relationships with daily client contacts. Provide ownership for the resolution of issues escalated by clients and financial professionals. Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments. Review existing book of business to identify plan retention and create strategy for non-elite advisors. Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies. Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services. Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services. Lead and/or participate in projects that create additional value for existing relationships. Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet. Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms. Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationship management function Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelor's degree in business or related fields, or equivalent work experience Minimum of 7 years' experience in retirement services industry or related field is preferred Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment Excellent analytical and problem solving skills Ability to work with a high level of independence Must be detail oriented and be able to produce high quality work within tight time constraints Ability to make sound business judgments while effectively balancing client needs and organizational considerations Excellent written and oral communication skills, including group presentation experience. Proficiency with Microsoft Office products including Excel, Word and PowerPoint Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments Demonstrated project management skills Ability to travel as required Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
$94k-136k yearly est. Auto-Apply 18d ago
Client Relationship Manager (North East US)
Element Vehicle Management Services 4.8
Remote
Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a client-focused relationship builder to join our team as Client Relationship Manager. In this role, you will support a rapidly growing new fleet program with a large last mile delivery client. You will build and maintain positive client relationships within an assigned territory by working closely with business owners and gathering feedback. You will also train and educate clients on program offerings to drive satisfaction and continuous improvement. What You'll Do Build positive client relationships in an assigned territory. Proactively consult on customer needs, customer education, and analysis on products and services while recommending cost saving solutions. Manage processes to optimize fleet productivity. Utilize tools to effectively communicate with an assigned territory through multiple communication channels. Partner with Growth Initiative teams in the development and implementation of account growth strategies to meet objectives. Educate and train customers on product offerings, available technologies, and resources. Take ownership of client issues and apply critical thinking, problem solving, and root cause analysis to identify solutions. Conduct periodic surveys, analyze results, and create action plans to ensure continuous improvement and client satisfaction. Partner with operational teams and provide feedback on client satisfaction and identified areas of improvement. Basic Qualifications BS or BA in business or related field required. 3-5 years of relevant customer service or client account management experience. Ability to manage multiple tasks simultaneously in a rapidly changing, fast-paced environment. Strong critical thinking skills to offer creative solutions to meet client needs. Excellent verbal and written communication skills. Ability to travel upon request. Candidates must reside in PA, NJ, NY, CT, RI, MA, VT, NH, or ME to be considered for this role. Preferred Qualifications Demonstrated broad business perspective with proven strategic analytical skills. Demonstrated ability to successfully present to customers and senior management. Ability to effectively interact at all levels of an organization. Detail-oriented, proactive, and client-focused working style. Location Current Location: US Remote, but candidate must be in the North Eastern area of the United States (PA, NJ, NY, CT, RI, MA, VT, NH, or ME) The hiring base salary range for this position is $101,900 to $140,140 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal
$101.9k-140.1k yearly Auto-Apply 8d ago
Client Relationship Manager - Last Mile Rental
Element Vehicle Management Services 4.8
Remote
Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a client-focused relationship builder to join our team as Client Relationship Manager - LMR. In this role, you will support a rapidly growing new fleet program with a large last mile delivery client. You will build and maintain positive client relationships within your assigned territory by working closely with Business Owners and gathering feedback. You will also train and educate clients and Element Field Associates on program offerings to support operational success. What You'll Do Build positive client relationships within Element Last Mile Rental. Proactively consult on customer needs, customer education, and analysis on products and services while recommending cost saving solutions and managing processes to optimize fleet productivity. Proactively consult on Field Associate needs, including assistance with T&R requests and prerequisite completion tracking. Take ownership of client issues and apply critical thinking, problem solving, and root cause analysis to identify solutions. Conduct periodic surveys, analyze results, and create action plans to ensure continuous improvement and client satisfaction. Partner with and provide feedback to operational teams on client satisfaction and identified areas of improvement. Utilize tools to effectively communicate with an assigned territory through multiple communication channels. Partner with the Automation team to identify and create system integrations that improve response time and tracking of opportunities for improvement. Partner with Growth Initiative teams to develop and implement account growth strategies to meet objectives. Educate and train customers and Field Associates on product offerings, available technologies, and resources. Basic Qualifications BS or BA in business or related field required. 3-5 years of relevant customer service or client account management experience. Must be authorized to work in the United States and not require work authorization sponsorship now or in the future. Must have a minimum of intermediate-level proficiency with Excel and other Microsoft applications. Ability to manage multiple tasks simultaneously in a rapidly changing, fast-paced environment. Strong critical thinking skills to offer creative solutions to meet client needs. Preferred Qualifications Demonstrated broad business perspective with proven strategic analytical skills. Demonstrated ability to successfully present to customers and senior management. Ability to effectively interact at all levels of an organization. Highly detailed and customer-focused working style. Ability to travel upon request. Location Current Location: US Remote The hiring base salary range for this position is $101,900 to $140,140 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal
$101.9k-140.1k yearly Auto-Apply 8d ago
Client Success Executive
Harris & Harris Ltd. 4.3
Chicago, IL jobs
Job Description Harris & Harris has over 50 years of experience in customer care and revenue recovery, specializing in the utilities, government, and healthcare markets. We're looking for friendly, professional, and motivated Client Success Executive to join our Client Success team. If you're looking for a company that embraces the principles of respect, compassion and trust, please apply with us today! Client Success Executive The Client Success Executive manages assigned clients of the organization to ensure contractual compliance and overall satisfaction regarding business performance and other deliverables. Schedule: Regular business hours are 8:00am to 5:00pm Monday through Friday Salary: $100,000.00, negotiable dependent on experience. Eligible for Quarterly Bonus Plan. Location: Remote. Must be able to travel 40% of the time. Additional Compensation and Benefits: At Harris & Harris, we truly care about each employee's health, wellness, financial stability, and education. We are proud to offer each employee the following benefits: Medical, Dental, and Vision insurances from premium providers 401K with matching Company paid Accident and Disability Insurance, Long Term Disability Insurance, EAP, and Travel Assistance Tuition Reimbursement Paid Time Off, Wellness, and Sick Days Additional benefits such as identity theft protection, flexible spending accounts, pre-tax commuter benefits, and more. DAY TO DAY Manages mid - high level assigned clients of the organization to ensure contractual compliance and overall satisfaction Customizes the conversation by articulating clear thoughts to clients and internal team members to ensure understanding Demonstrates the ability to listen to clients to ensure that their needs are met and their expectations are exceeded Provides timely and accurate communication to the client regarding business performance and other deliverables as defined by the client Demonstrates professionalism with clients to ensure that the Harris & Harris reputation for high level client service is upheld Trouble shoots issues and research problems as they arise Ensures high priority work is completed within the assigned time frames Increases communication and visibility with current clients in organization Joins forces with others in the organization to build effective internal working relationships to ultimately service the client at a higher level Collaborates with Operations to enhance revenue with current clients Promotes process improvements with clients and operations Creates a solid and consistent stream of communication between Operations and current clients WHAT YOU MUST POSSESS 4 - 7 years of experience collaborating with external clients 4 - 7 years of experience in meeting face to face with external clients Bachelor's Degree or higher level of education or equivalent experience Excellent presentation skills Excellent organization skills Excellent communication skills (written and verbal) Excellent analytical skills Proficient working knowledge of Microsoft Office Experience in financial services or collections preferred Established home office and experience working from home preferred Ability to travel 40% of the year WHY HARRIS & HARRIS? Harris & Harris is a premier, full-service revenue recovery firm headquartered and founded in Chicago, IL. Founded in 1968, we have been in business for more than 50 years, and we specialize in the utilities, government, and healthcare markets. The family business Sam Harris started is now a firm of more than 500 hundred employees including collections professionals and customer care representatives who employ the latest technology and best ethical practices to help businesses recover revenue and provide world class customer service. We take pride in knowing what it takes to turn a call from "average" to "excellent." We have been delighting clients and customers for decades thanks to our outstanding employees. They make the difference every day, shift, and call and transform challenges into victories. At Harris & Harris, we're proud to be an organization where everyone is welcome and can be their authentic selves at work. We're passionate about celebrating the differences that make each of us unique. Our culture focuses on our employees and we look for opportunities to recognize and celebrate together. We are an organization that cares about our people. From monthly activities, bonuses and contests, to competitive wages and benefits, we foster an environment where we employees feel valued. We also are an organization that believes in the power of giving back. Our internal cross functional committee, Harris Cares, guides our philanthropic activities. We have partnered with organizations such as One Warm Coat, Greater Chicago Food Depository, American Cancer Society, Bright Pink, The Heat and Warmth Fund (THAW), and Operation Stars and Stripes. Most recently we have partnered with local schools and charitable organizations to give back to our communities including the American Heart Association, Habitat for Humanity, A Just Harvest, and R. Nathaniel Dett Elementary School. At Harris & Harris, everyone is important, and one person can make a difference for their colleagues, for our clients, and for our company. We look forward to hearing from you! Harris & Harris is an equal opportunity employer. Applicants will not be discriminated against based on race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, disability, ancestry, marital status, veteran status, medical condition or any protected category prohibited by local, state or federal laws.
$100k yearly 20d ago
Senior Private Client Relationship Manager
First Horizon 3.9
Dallas, TX jobs
The Prive Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Performs all other duties as assigned. QUALIFICATIONS Ten plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf PREFERRED QUALIFICATIONS Series 7, 66 and Insurance licenses preferred, but can be obtained after employment Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
$76k-103k yearly est. 11d ago