Account Manager jobs at Eastern Bank

About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. **Job responsibilities** + Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. + Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. + Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includesregularly engaging in in-person consultations with prospects and clients at their places of business and other locations. + Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. + Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. + Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. + Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. + Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. + Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. **Required qualifications, capabilities, and skills** + Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. + Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. + Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. + Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. + Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. + The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. **Preferred qualifications, capabilities, and skills** + Hold a college degree or military equivalent. **Federal Deposit Insurance Act:** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Boston,MA $150,000.00 - $150,000.00 / year

Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting. Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit **************************** Summary: Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk is responsible for executing on and maintaining CA's risk management framework. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers. Job Description: Setting the direction and the pace for the implementation of processes and practices across CA in alignment with Management and regulatory and Board expectations. With strong collaboration from first-line risk colleagues, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored Leads the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness Provides quarterly Enterprise Risk Reports to Management and to the Audit and Risk Committee, inclusive of any critical findings, with targeted, actionable recommendations. Serves as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with responsibility for recommending remediations, directing further assessment of functions or process assessments, and escalating significant risks to Management for resolution. Serves as the firm's second line of defense alongside the Chief Compliance Officer, with ownership for identifying, escalating, and resolving enterprise risks. Ensures that business units are accountable for timely risk reporting, mitigation, and monitoring and ensures all incidents and control failures are reported and on track for remediation. Engages with first-line risk colleagues to identify and mitigate risks that may impinge upon our regulatory status, competitive position or our strategic objectives. Ensures the execution of risk mitigation strategies across all client-facing and support functions, holding business leaders accountable for implementing required controls and corrective actions. Ensures the effective execution of regional risk frameworks and respective risk committees, including reporting and issue resolution Owns the deployment and optimization of the firm's GRC (Governance, Risk and Compliance) tool to establish proactive, real-time visibility, monitoring and assessment of risks across all aspects of our business Owns and executes the Enterprise Risk Plan, ensuring that resources are deployed strategically and that priorities align with the top risk areas as identified through business area risk workshops and risk assessments Leads the governance and evolution of the firm's Risk Taxonomy, driving a common risk language and a shared understanding of both ongoing and emerging risks Directs the maintenance and continuous improvement of the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, enforcing timely updates and compliance with regulatory requirements Leads the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to ensure business unit objectives are measured objectively and aligned with industry standards. Qualifications Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework Proven ability to effectively implement Enterprise Risk Management frameworks and risk governance strategies Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting Broad-based operational perspective and understanding of the processes and controls of an investment management firm Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners Strong executive presence with the ability to communicate clearly and persuasively with Management, senior leadership and our Board of Managers Deep understanding of global investment management regulatory environment Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly Ability to interact with and build relationships with colleagues at all levels of the organization. Bachelor's degree required, advanced degree desirable All applications must include a resume and cover letter. Base salary range for this role: Pay Range Minimum: 177300 Pay Range Maximum: 241100 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity. The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.

**Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.** **The Impact You'll Make in this Role** As a Key Account Representative you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Being accountable for Precision Grinding and Finishing (PG&F/ASD) forecast attainment within supported Key Accounts + Developing Customers and processes to drive growth of PG&F Business + Responsible for collaborating with ASD US Subsidiary, PG&F Sales Director to execute key ASD/PG&F growth programs and NPI penetration strategies. + Supporting ISMC National Account Team on strategic PG&F growth initiatives + Developing strategic growth plans for key PG&F markets and end-user customers in region. **Company Vehicle** This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree or higher (completed and verified prior to start) from an accredited institution + Three (3) years of selling Abrasives in a private, public, government or military environment + Current, valid Driver's License Additional qualifications that could help you succeed even further in this role include: + Expertise in Precision Grinding and Finishing abrasive portfolio and systems. + Experience with abrasive specific industrial safety regulations. + Experience in managing key accounts. + Experience in contract negotiations. + Strong track record of collaboration. **Location:** Remote Based- Midwest and Northeast Area **Travel:** May include up to 75% domestic **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting Applicable to US Applicants Only:The expected compensation range for this position is $142,479 - $174,141, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 12/05/2025 To 01/04/2026 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

JobID: 210678796 JobSchedule: Full time JobShift: Base Pay/Salary: Boston,MA $150,000.00 - $150,000.00 At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities * Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. * Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. * Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. * Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. * Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. * Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. * Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. * Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. * Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills * Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. * Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. * Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. * Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. * Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. * The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills * Hold a college degree or military equivalent. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

**Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.** **The Impact You'll Make in this Role** As a Key Account Representative you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Being accountable for Precision Grinding and Finishing (PG&F/ASD) forecast attainment within supported Key Accounts + Developing Customers and processes to drive growth of PG&F Business + Responsible for collaborating with ASD US Subsidiary, PG&F Sales Director to execute key ASD/PG&F growth programs and NPI penetration strategies. + Supporting ISMC National Account Team on strategic PG&F growth initiatives + Developing strategic growth plans for key PG&F markets and end-user customers in region. **Company Vehicle** This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree or higher (completed and verified prior to start) from an accredited institution + Three (3) years of selling Abrasives in a private, public, government or military environment + Current, valid Driver's License Additional qualifications that could help you succeed even further in this role include: + Expertise in Precision Grinding and Finishing abrasive portfolio and systems. + Experience with abrasive specific industrial safety regulations. + Experience in managing key accounts. + Experience in contract negotiations. + Strong track record of collaboration. **Location:** Remote Based- Midwest and Northeast Area **Travel:** May include up to 75% domestic **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting Applicable to US Applicants Only:The expected compensation range for this position is $142,479 - $174,141, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 12/05/2025 To 01/04/2026 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

**Collaborate with Innovative 3Mers Around the World** Choosing where to start and grow your career has a major impact on your professional and personal life, so it's equally important you know that the company that you choose to work at, and its leaders, will support and guide you. With a wide variety of people, global locations, technologies and products, 3M is a place where you can collaborate with other curious, creative 3Mers. **This position provides an opportunity to transition from other private, public, government or military environments to a 3M career.** **The Impact You'll Make in this Role** As a Key Account Representative you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. Here, you will make an impact by: + Being accountable for Precision Grinding and Finishing (PG&F/ASD) forecast attainment within supported Key Accounts + Developing Customers and processes to drive growth of PG&F Business + Responsible for collaborating with ASD US Subsidiary, PG&F Sales Director to execute key ASD/PG&F growth programs and NPI penetration strategies. + Supporting ISMC National Account Team on strategic PG&F growth initiatives + Developing strategic growth plans for key PG&F markets and end-user customers in region. **Company Vehicle** This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position **Your Skills and Expertise** To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: + Bachelor's degree or higher (completed and verified prior to start) from an accredited institution + Three (3) years of selling Abrasives in a private, public, government or military environment + Current, valid Driver's License Additional qualifications that could help you succeed even further in this role include: + Expertise in Precision Grinding and Finishing abrasive portfolio and systems. + Experience with abrasive specific industrial safety regulations. + Experience in managing key accounts. + Experience in contract negotiations. + Strong track record of collaboration. **Location:** Remote Based- Midwest and Northeast Area **Travel:** May include up to 75% domestic **Relocation Assistance: May be authorized** **Must be legally authorized to work in country of employment without sponsorship for employment visa status (e.g., H1B status).** **Supporting Your Well-being** 3M offers many programs to help you live your best life - both physically and financially. To ensure competitive pay and benefits, 3M regularly benchmarks with other companies that are comparable in size and scope. **Chat with Max** For assistance with searching through our current job openings or for more information about all things 3M, visit Max, our virtual recruiting Applicable to US Applicants Only:The expected compensation range for this position is $142,479 - $174,141, which includes base pay plus variable incentive pay, if eligible. This range represents a good faith estimate for this position. The specific compensation offered to a candidate may vary based on factors including, but not limited to, the candidate's relevant knowledge, training, skills, work location, and/or experience. In addition, this position may be eligible for a range of benefits (e.g., Medical, Dental & Vision, Health Savings Accounts, Health Care & Dependent Care Flexible Spending Accounts, Disability Benefits, Life Insurance, Voluntary Benefits, Paid Absences and Retirement Benefits, etc.). Additional information is available at: **************************************************************** Good Faith Posting Date Range 12/05/2025 To 01/04/2026 Or until filled All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. Learn more about 3M's creative solutions to the world's problems at ********** or on Instagram, Facebook, and LinkedIn @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties. Safety is a core value at 3M. All employees are expected to contribute to a strong Environmental Health and Safety (EHS) culture by following safety policies, identifying hazards, and engaging in continuous improvement. Pay & Benefits Overview: https://**********/3M/en\_US/careers-us/working-at-3m/benefits/ 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law. **Please note: your application may not be considered if you do not provide your education and work history, either by: 1) uploading a resume, or 2) entering the information into the application fields directly.** **3M Global Terms of Use and Privacy Statement** Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here (************************************************************************************************* , select the country where you are applying for employment, and review. Before submitting your application, you will be asked to confirm your agreement with the terms. At 3M we apply science in collaborative ways to improve lives daily as our employees connect with customers all around the world. Learn more about 3M's creative solutions to global challenges at ********** or on Twitter @3M or @3MNews. 3M does not discriminate in hiring or employment on the basis of race, color, sex, national origin, religion, age, disability, veteran status, or any other characteristic protected by applicable law.

The Relationship Manager will oversee key advisory relationships-spanning wirehouses, regional and independent firms, and RIAs-serving as a strategic partner to ensure the effective delivery and positioning of GW&K's investment solutions. The role emphasizes proactive engagement, relationship development, and collaboration to strengthen GW&K's presence within the advisory marketplace. Responsibilities Provide ongoing reviews to clients in order to retain and enhance relationships Communicate with clients regarding investment strategy, performance and market developments Understand all of GW&K's capabilities and respond to client questions across equity, municipal bond and taxable bond product offerings Act as a resource for the Marketing team throughout the RFP process, providing information and support on technical questions Work closely with Client Service to proactively resolve account issues Provide feedback to Sales and Client Service about relationship issues and client needs Maintain and enhance client relationships through frequent meetings and discussions; provide commentary regarding the impact of economic conditions on the portfolio Oversee the onboarding of new client mandates Qualifications Bachelor's degree required; MBA or CFA preferred 10+ years of experience in relationship management and client service Proven ability to build and maintain client relationships Excellent problem-solving and client management abilities Skilled at leveraging resources to meet client needs Effective communication and presentation skills Strong organizational skills and attention to detail Travel required This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance. Base Salary Range $130,000-$175,000 USD GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists. We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems. The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission. Ajax Systems is a Ukrainian success story, a place of incredible strength and energy. Qualifications: 5+ years of B2B sales experience with intrusion/CCTV/access control or other security products Great business sense and network in the industry Deep understanding of the industry standards, channels, and sectors. Technical competence with security products Strong sales and technical presentation skills Data-driven sales approach: CRM, analytics tools, etc. Ability to travel per business needs (70 - 80% of time) Responsibilities: Drive sales growth by expanding market share and cultivating relationships with both existing and prospective customers throughout the assigned territory. Proactively seek out new business opportunities and coordinate meetings with potential partners to fuel business development. Strategize, plan, and deliver compelling presentations to engage business partners and stakeholders. Foster strong relationships with dealers and alarm receiving centers, ensuring effective communication of product features, benefits, and updates. Conduct comprehensive product and commercial education sessions in collaboration with partners to enhance product knowledge and drive sales. Advocate for the inclusion of Ajax Systems products in system specifications, actively influencing purchasing decisions. Collaborate closely with branded product distribution partners to meet the evolving needs of business partners. Contribute to the formulation and execution of market strategies tailored to Ajax Systems products and solutions. Assist in the development of targeted strategies for vertical markets, maximizing opportunities for Ajax Systems. Actively participate in marketing events and exhibitions to showcase Ajax Systems offerings and support brand visibility. Play a vital role in the overall growth and expansion of the Ajax Systems brand. Provide valuable feedback to management based on market requirements, contributing to the enhancement of current and future product offerings. We offer: Competitive compensation that includes a base salary and performance-based bonuses Car allowance, petrol and all business costs covered by the company Health & Life insurance 401(k) Growth Opportunities Impactful work Innovative Environment

At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Director, Client Executive to join our Asset Owners team in the Americas. This role is located in New York City, Boston, MA or Los Angeles, CA. In this role, you'll make an impact in the following ways: * Serve as a Client Account Lead responsible for the commercial health (profitability, cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized revenue * Identify and lead new client acquisitions, including prospecting across the enterprise and externally * Be a leader of Asset Servicing Client Coverage in the NY or LA office, facilitating senior executive engagement with clients * Continue to build BNY's presence through participation in events, industry forums, and conferences To be successful in this role, we're seeking the following: * Bachelor's degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred. * 10-12 years of professional experience, preferably in client management roles with commercial accountability for top line growth is required * Financial services experience with strong preference towards relevant experience in asset servicing, custody, securities services relevant experience * Proven ability to capture wallet share through proactive client management practices * Experience developing new relationships with prospective clients through to conversion * Ability to rally the broader organization to solve complex problems and meet the expectation of our clients At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: * America's Most Innovative Companies, Fortune, 2025 * World's Most Admired Companies, Fortune 2025 * "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $127,000 and $250,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance, and market factors.

Albuquerque, New Mexico;El Paso, Texas; Tucson, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (****************************************************************************************************************** **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Key Account Manager - Roofing Products OMG Building Products LLC is a leading manufacturer of fastening products and technologies for the commercial roofing and construction industries worldwide. Headquartered in western Massachusetts, OMG is an equal-opportunity employer prioritizing the safety of our employees and customers. The company values integrity, teamwork, diversity, trust, respect, commitment, and a passion for excellence. OMG is a global company operating manufacturing facilities in Massachusetts, Illinois, and Minnesota. Position OMG currently operates in two Divisions: OMG Roofing Products and FastenMaster. OMG Roofing Products is a leading global manufacturer and supplier of value-added components for the commercial roofing industry. The FastenMaster Division manufactures and markets innovative, premium quality wood-to-wood fasteners that are engineered to enable professional contractors to complete building projects safer, faster, and easier. OMG's Roofing Products division offers the industry's broadest line of specialty fasteners, plates, insulation adhesives, retrofit roof drains, pipe supports and productivity tools for low slope roofing applications. One key to the success of our business is the loyalty of our major accounts. The primary role of the Key Account Manager is to help our best customers sell more of the products that we make for them. In this capacity, the KAM needs to have excellent selling, communication, and business management skills to work the entire account, including leaders in purchasing, sales management, technical support, marketing, and operations. The key account manager is responsible for driving enthusiasm for our program and facilitating the pull through sales process. Responsibilities * Promote Safety as the Number One Priority of all OMG employees. * Drive sales growth strategies at assigned accounts, achieving profitability and market share goals. * Develop specific strategies for each assigned account that increase product awareness with a specific focus on new products and applications. * Develop and implement monthly account visit schedule and action plans that deliver results supporting the RP Strategic Plan. * Monitor weekly account sales and communicate opportunities and challenges to RP management. * Work with field sales teams to identify and manage the opportunities and issues that impact assigned accounts. * Work closely with the Directors of Sales and Marketing to drive performance metrics and build brand value. * Maintain and demonstrate a solid understanding of the technical aspects of target applications and the Roofing Products (RP) product line. * Communicate effectively with the RP Operations team regarding product demand forecast and the fulfillment process. * Exercise strong and consistent decision-making relative to account issues. * Perform other tasks as assigned. Position Requirements * Bachelor of Arts or Sciences Degree or equivalent. * 5+ years Sales and Account Management experience. * Strong analytical, decision-making and negotiation skills. * Ability to effectively understand and explain all products and services. * Ability to act in a professional manner with employees, customers and vendors. * Strong people management skills and ability to develop lasting business relationships. * Strong presentation development and delivery skills. * Ability to overcome obstacles and complete assignments in a timely, independent manner. * Strong PC skills including experience with MS Office Suite. * Willingness to travel (minimum 50%) to meet assigned account demands. * Ability to think long term and execute. * Positive attitude, good judgment. * A strong sense of responsibility and ownership - a true team player that is highly self-motivated. Physical Requirements * Ability to talk and hear, walk, stand, stoop, kneel, crouch, crawl, use hands to finger, handle, or feel objects, tools, or controls, reach with hands and arms, climb or balance; and regularly lift and/or move up to 50 pounds. * Ability to access roofs up to 60 feet in height using ladders or other similar tools. * Must be able to operate a branded company vehicle (exceptions will not be made including those related to parkway restrictions and condominium, apartment complex or gated community by laws). Must be able to complete all essential job functions listed in the position responsibilities, with or without reasonable accommodation. Position Requirements * Bachelor of Arts or Sciences Degree or equivalent. * 5+ years Sales and Account Management experience. * Strong analytical, decision-making and negotiation skills. * Ability to effectively understand and explain all products and services. * Ability to act in a professional manner with employees, customers and vendors. * Strong people management skills and ability to develop lasting business relationships. * Strong presentation development and delivery skills. * Ability to overcome obstacles and complete assignments in a timely, independent manner. * Strong PC skills including experience with MS Office Suite. * Willingness to travel (minimum 50%) to meet assigned account demands. * Ability to think long term and execute. * Positive attitude, good judgment. * A strong sense of responsibility and ownership - a true team player that is highly self-motivated. Physical Requirements * Ability to talk and hear, walk, stand, stoop, kneel, crouch, crawl, use hands to finger, handle, or feel objects, tools, or controls, reach with hands and arms, climb or balance; and regularly lift and/or move up to 50 pounds. * Ability to access roofs up to 60 feet in height using ladders or other similar tools. * Must be able to operate a branded company vehicle (exceptions will not be made including those related to parkway restrictions and condominium, apartment complex or gated community by laws). Must be able to complete all essential job functions listed in the position responsibilities, with or without reasonable accommodation.

Are you ready to make an impact at DTCC? Do you want to work on innovative projects, collaborate with a dynamic and supportive team, and receive investment in your professional development? At DTCC, we are at the forefront of innovation in the financial markets. We're committed to helping our employees grow and succeed. We believe that you have the skills and drive to make a real impact. We foster a thriving internal community and are committed to creating a workplace that looks like the world that we serve. Pay and Benefits: Competitive compensation, including base pay and annual incentive. Comprehensive health and life insurance and well-being benefits, based on location. Pension / Retirement benefits. Paid Time Off and Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. DTCC offers a flexible/hybrid model of 3 days onsite and 2 days remote (onsite Tuesdays, Wednesdays and a third day unique to each team or employee). The impact you will have in this role: Being a member of the Enterprise Client Operations team, the Technical Account Manager (TAM) role is responsible for owning the technical relationship with the client/partner. They work directly with assigned clients/partners to understand and document their technical infrastructure and strategies, coordinate the implementation of DTCC's Clearing and Securities Services solutions and subsequent migrations and continually strive to optimize the use of the solutions. The TAM partners with the client account team to improve the client/partner experience by means of a thorough understanding of their platforms and strategies to allow for improved ability to understand new service and migrations impacts and recommend improvements. Expectations include an ability to build rapport and develop relationships with internal and external partners to identify and gain agreement of client/partner needs. The role leverages these relationships to help understand client/partner infrastructure and manage their expectations and utilizes strong project management skills to manage implementation activities and resources and ensure targeted completion dates are achieved. In conjunction with the account team, the TAM is ultimately responsible for ensuring DTCC realizes all possible revenue opportunities through an intimate technical comprehension of the client/partner while providing implementation and migration continuity as part of the end-to-end sales cycle and ensuring client/partner satisfaction. Your Primary Responsibilities: Accountable for analyzing, documenting and communicating internally client/partner's technical infrastructure as it relates to Clearing & Securities Services solutions. This includes creating and maintaining workflow diagrams and documenting the interfaces by cataloging what the client/partner supports from a message and functionality standpoint. Identify, document and lead efforts to implement process or technical improvements to client/partner's use of Clearing & Securities Services solutions Identify technology areas for improvement to help improve delivery and drive these through with Product and Technology. Assess and manage impacts of all Clearing & Securities Services technology changes that could impact the client/partner by understanding the client/partner technology agenda. Work closely with the Chief Client Office to provide pre-sales support and project scoping. As the project manager and business analyst when applicable, manage project to implement or migrate Clearing & Securities Services solutions ensuring all deliverables meet established quality standards and client/partner expectations. Act as the primary client/partner point of contact for the project and accountable for project success and the resolution of all issues that arise during the project life cycle. Elicit requirements using interviews, document analysis, requirements gathering meetings, workflow analysis and develop recommendations based on experience gathered from past client/partner engagements. Identify project success and the resolution of all issues that arise during the project life cycle. Provide technical and business support and execute work plan activities associated with the project and testing of Clearing & Securities Services solutions. Responsible for maintaining all documentation and detailed notes related to the project. Monitor client/partner progress during initial production rollout and successfully handover to production support teams. Set realistic deadlines for delivery and lead regular project status meetings to provide updates. Facilitate communication and collaboration among Clearing & Securities Services business partners e.g. Chief Client Office, Product Management, Enterprise Client Operations. Oversee changes that have come about due to merger activity. Act as escalation point for the client/partner. Communicate the impact of an outage with technical contacts at the client/partner and guide them on invoking their business continuity plans. Make recommendations to Product Management for enhancements to products identified during client/partner interaction. Prepare Statements of Work describing project scope, assumptions, deliverables and estimated hours/schedule for project. Manage and approve internal resource time to agreed SOW for each assigned project and issue addendums where required. Communicate proactively and regularly with management regarding project status. Successfully manage multiple technical relationships and projects simultaneously. Assist with other miscellaneous duties as requested by the management. **NOTE: The Primary Responsibilities of this role are not limited to the details above. ** Qualifications: Minimum 7 years of related experience Bachelor's degree required Talents Needed for Success: Demonstrated project management and application integration skills required. Demonstrated problem-solving capability and analytical skills. Ability to communicate information clearly and succinctly to technical/non-technical colleagues and client/partners. Ability to work independently and effectively as part of a team. Knowledge or experience using Clearing & Securities Services services desirable. Ability to prioritize and handle multiple client/partners, tasks and projects concurrently. The salary range is indicative for roles at the same level within DTCC across all US locations. Actual salary is determined based on the role, location, individual experience, skills, and other considerations . We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

As a Sr Account Manager - Advanced Electrical Metering at Honeywell, you will be a strategic partner to utilities and energy providers, driving adoption of end-to-end smart metering and energy management solutions. Your success will come from orchestrating across multiple stakeholders, building trusted relationships at all levels of the customer organization, and guiding customers through complex buying journeys that align Honeywell's solutions with their business outcomes. You will report to the Director of Sales and support the Eastern USA, Gulf Region-AL, MS, AR, LA, TN. **Key Responsibilities** + Engage multiple stakeholders (executives, technical buyers, procurement, operations, and field users) to build consensus and secure alignment around Honeywell's solutions. + Develop a consultative approach to deeply understand customer challenges (technical, operational, and financial) and translate them into tailored solution proposals. + Drive solution adoption by positioning Honeywell's metering, data management, and advanced analytics as part of a larger ecosystem that delivers measurable outcomes (efficiency, compliance, grid modernization). + Manage complex buying cycles involving RFPs, pilots, proof-of-concepts, and long-term contracts, ensuring that Honeywell's value is articulated at every stage. + Build and maintain a multi-level relationship map for each key account, including influencers, decision-makers, and end users. + Develop account and territory plans focused on solving customer problems rather than just product placement. + Collaborate across Honeywell functions (product, engineering, customer success, marketing, and services) to co-create solutions and ensure seamless delivery. + Serve as the customer advocate inside Honeywell, bringing voice-of-customer insights back to the organization to shape future offerings. + Track and measure success using CRM and account planning tools, not only by revenue growth but also by customer adoption, satisfaction, and expansion metrics. Due to U.S. export control laws, candidates must be U.S. citizen, U.S. permanent resident, or have protected status under asylum or refugee. The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. **Job Posting Date: November 3, 2025** . The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Connecticut, and Hawaii is $105,000 - $120,000. For Washington and most major metropolitan areas in New York & California, the annual base salary range is $99,000 - $122,000. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. This role is Incentive Plan Eligible. **BENEFITS OF WORKING FOR HONEYWELL** In addition to a performance-driven salary, cutting-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information: ******************************* **Must Have** + 5+ years of solution sales experience in B2B technical industries (e.g., utilities, communications, energy, or adjacent fields) with a proven track record of winning complex, multi-stakeholder deals. + Demonstrated ability to navigate long sales cycles with multiple decision makers and budget owners. + Proven record of cross-functional collaboration with product and services teams to design and deliver integrated solutions. + Experience in consultative/solution selling methodologies (e.g., Miller Heiman, Challenger, SPIN, MEDDICC) and applying them to secure enterprise-level agreements. + Strong ability to build executive-level relationships while also engaging technical users and procurement teams. + Exceptional listening, discovery, and business case development skills to align solutions with customer business drivers. + Skilled at negotiation and consensus-building in environments with competing stakeholder priorities. + Proficiency with CRM tools (e.g., Salesforce) and ability to structure pipeline and account plans around solution adoption, not just unit sales. **We value** + Experience selling to electrical utilities, co-ops, and large infrastructure providers. + Bachelor's degree in Business, Engineering, or a related field. + Experience selling in IT organizations. + Strong business acumen, with the ability to understand regulatory, financial, and operational factors driving customer decisions. + Continuous learner with the ability to adapt to evolving market and customer needs, particularly as the industry transitions to grid modernization and AMI 2.0. **ABOUT HONEYWELL** Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here (******************************** Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.

Wellesley Hills, Massachusetts;Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (********************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40

ConnectPay offers online payroll solutions and is committed to providing first-name-basis service and technology-first innovation. ConnectPay has steadily built a reputation as a flexible and responsive resource for all of its clients with a complete suite of solutions that make growing your business easier. Today, thousands of small and mid-sized businesses use ConnectPay to process payroll, automate taxes, and integrate data. And every single one of them is able to leverage ConnectPay's services and resources while remaining connected to their own independent brokers and advisors. Our customers trust us to make their core business activities simpler, and we trust them to choose the best and brightest brokers for their unique needs. Mutual trust is a beautiful thing. With offices outside Boston, Detroit and in Fairfield, we are among the fastest growing private companies in Massachusetts, now is your chance to play a key role in the success and continued growth of our dynamic company. To learn more visit ********************* Job Description If you like hearing the "cha-ching" of hitting goals, and possess a keen understanding of customer decision-making, our fast-growing company could be your next opportunity. ConnectPay was named on the 2016 "50 fastest growing private companies" by the Boston Business Journal. A ConnectPay Sales Executive plays a critical role in the growth of the company. Attracting new clients, sourcing new sales opportunities and channels, and closing sales to achieve or exceed goals. The role will share in the development of the sales process and culture. A successful Sales Exec increases revenue by educating clients, generating leads, qualifying prospects and managing the sale of products and services designed to connect. We expect the people-person in you to shine regularly as you develop long term relationships within our “centers of influence” community of CPA's, insurance brokers, financial advisors, bookkeepers, bankers, etc ConnectPay offers Sales Exec's an industry competitive base salary, along with commission and bonus programs; and employee benefits such as health, retirement, and paid time off. Responsibilities : · Serve in an advisory capacity for business owners, educating on best payroll and HR practices · Use solid planning skills to source opportunities and meet team sales targets · Prospect and acquire a “FedEx route” of lead flow and activity from referral sources · Evaluate the needs of both clients and referral sources to build productive, long-lasting relationships · Manage, forecast and document the entire Sales process through CRM database Qualifications · Proven sales experience with track record of over-achieving quota · Strong communication, negotiation, presentation and interpersonal skills · Experience working with CRM solutions to manage activity · Desire to win and "contribute you all" to maximize your earnings and the company's growth · Possess a mindset of accuracy, urgency, and organization · Driven work ethic and ability to execute in a team work environment as an individual contributor · Quick learner, self motivated and confident personality · Add to and enhance ConnectPay's current lead channels with your energy, experience, and ideas · Interest in our entrepreneurial opportunity to build a rapidly growing company · Maintain a professional, tidy appearance · Reliable automobile Job Type: Full-time Required education: · Bachelor's Required experience: · Sales: 3 years Required license or certification: · Driver's License Additional Information What We Offer (Compensation & Benefits) Base Salary with accelerating Commission Program Quarterly and Annual Bonus Program Auto and Phone allowance Customer Expense allowance Medical, Dental and Vision benefit plans Life Insurance, short term and long term 401(k) retirement options with generous match Guaranteed paid vacation time through PTO policy Professional development and advancement opportunities Eligibility for stock options in the event of a sale/acquisition

The Relationship Manager (RM) II is comfortable making solo sales calls and negotiating / outlining terms with clients. RM II is largely self sufficient with ability to handle multiple transactions simultaneously. Should work with Portfolio Manager (PM) (guiding as appropriate) to ensure solid portfolio management. RM II is capable of underwriting moderately complex transactions. Primary responsibilities include portfolio management, business generation to achieve sales goals, develop and expand an internal and external network New Business Development & Related Responsibilities Business Development * Achieve sales goals and objectives * Active role with industry organizations * Attend events to generate business and network * Active prospect list * Work with Team Leader/Goup Head to plan sales calls * Conscious of role as a Bank representative * Looks for cross sell opportunities Underwriting and Due Diligence * Confident to underwrite moderate complexity transactions * Solid understanding of risk appetite * Largely self sufficient in terms of underwrittng, and has good research skills * Comprehensive understanding of policies and risk acceptance criteria (RAC's) * Knows which deals to pass on and can prioritize opportunities * Good market knowledge and strong research skills Credit Interactions * Present transactions to pre-deal and credit committee * Confidently present transactions, focusing on key risk issues * Engage with Appraisal and Environmental Department, and raise discussion points as necessary, whether querying valuation calculations or Enviro issues * Engage with internal risk review, as necessary Legal / Loan Closings * Appropriately negotiate issues in documentation * Aware of areas that can be negotiated or not * Seek advice and approval for more complex requests within loan docs * Engage with Commercial Banking Administrators (CBA's) to close loan in an efficient manner Portfolio Management & Related Responsibilities Portfolio Management * Maintain awareness of existing credits, including regular risk rating review as circumstances change, and planning extensions in advance of loan expiries as necessary * Ensure that required reporting is requested (by PM's if applicable), and that covenants tested and annual reviews completed in a timely manner * Maintain frequent client contact to ensure all needs are being met * Manage/monitor and late payments/delinquencies * Work in conjunction with the Construction Management Group (CMG) on active construction loans * Review appraisals and Field Exams and surface issues or notable items to TL and GH as necessary Other Training Responsibilities * May be required to assist new joiners (typically PM) in learning to use nCino and other internal software etc * Expected to assist PM's and provide informal mentoring Policy and Procedures * Strong Knowledge of credit policy and risk parameters: Suggests enhancements and edits to policy as market understanding grows Technology * Strong user of Microsoft products (Word/Excel etc) * Technically proficient with nCino and using nCino covenant and tracking reports for portfolio management * Will use resources to conduct independent research as applicable. Special Projects Will assist on an ad hoc basis with limited scope administrative type projects REQUIREMENTS: Education and Experience * Bachelor's degree or equivalent experience required * Proven underwriting abilities, including 5 + years experience as a Commercial Lender * Formal Bank credit training preferred * Skills/Knowledge * Incumbent should be able to excel with integrity in an entrepreneurial, team-oriented environment * Well versed in Micorsoft Office: Excel and Word * nCino/Salesforce experience