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Business Relationship Manager jobs at Citizens Alliance - 5378 jobs

  • Private Client Relationship Manager

    Citizens 2.9company rating

    Business relationship manager job at Citizens Alliance

    At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include + Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. + Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. + Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. + Provide exceptional, high-touch client experiences. + Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. + Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. + Leverage Salesforce CRM to track activity. Measures of Success include + Growth in net new investment assets in collaboration with Wealth Partners. + Growth in new deposits including checking, savings, and CD balances. + Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. + Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials + Bachelor's degree (preferred). + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. + Demonstrated success in a client-centric, initiative-taking sales environment. + Experience establishing and maintaining relationships with clients and internal partners. + Knowledge of industry regulatory requirements to ensure a sound control environment. + Excellent written and verbal communication skills. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $75k-90k yearly 9d ago
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  • VP, Senior Relationship Manager, Commercial (Emerging Middle Market)

    Hispanic Alliance for Career Enhancement 4.0company rating

    San Francisco, CA jobs

    Application Deadline: 02/04/2026 Job Family Group: Commercial Sales & Service Additional Job Description BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Responsibilities Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Structures complex deals and secures credit approvals, working with internal stakeholders and external partners to optimize revenue. Develops new business by contacting prospects and clients, and by cross-selling Bank products and services that include credit, trust/investment and cash management. Reviews loan applications and cash management service agreements, ensuring accuracy, completeness, and alignment with the bank's risk management standards. Develops market strategies to align with business goals, identifying opportunities, and expanding client portfolios. Identifies key market segments and leverages industry trends to drive business growth and expand the client base. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Prepares reports on team performance, client satisfaction, and market trends for senior executives, providing insights and recommendations for strategic adjustments. Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Focus is primarily on business/group within BMO; may have broader, enterprise‑wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non‑routine situations. Broader work or accountabilities may be assigned as needed. Qualifications 7+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Project Management Customer Service Problem Solving Negotiation Customer Relationship Building Expert level of proficiency Financial Analysis Salary $88,800.00 - $165,600.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en Equal Employment Opportunity BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Recruiter Note Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
    $88.8k-165.6k yearly 2d ago
  • VP, Senior Relationship Manager - Emerging Mid-Market

    Hispanic Alliance for Career Enhancement 4.0company rating

    San Francisco, CA jobs

    A leading financial institution is seeking an experienced Relationship Manager in San Francisco to develop new business and manage key client relationships. The ideal candidate will have over 7 years of relevant experience and a Bachelor's degree in Business Administration, Finance, or Accounting. Responsibilities include handling client issues, structuring deals, and engaging senior leadership to drive holistic business solutions. The role offers a competitive salary range from $88,800 to $165,600, along with comprehensive benefits and incentives. #J-18808-Ljbffr
    $88.8k-165.6k yearly 2d ago
  • Tax Manager - Client-Facing | Novato, CA (Hybrid)

    Cybercoders 4.3company rating

    Novato, CA jobs

    Are you a highly experienced CPA ready to step into a leadership role where client relationships and team mentorship are key to success? Join a firm recently named one of the "Best Firms to Work For" where your expertise in complex tax and accounting projects will drive growth and client satisfaction. We are actively recruiting a Tax Manager to be a core part of our team, working in our Novato, California office at least part-time. The Offer Base Salary: $125,000 - $135,000 annually. Bonus Potential: Earn an additional $18,000 - $23,000 annually through two separate programs for achieving chargeable hour goals (FIP) and performance/development targets (PMP). Total Compensation Range: $143,000 - $158,000 (prorated the first year). Benefits & Culture: Named one of the "Best Firms to Work For" by Accounting Today. Comprehensive medical, dental, vision, life insurance, and 401(k) plan. Commitment to work/life balance with generous PTO, 12 paid holidays, flexible hours, and remote work opportunities. Additional perks: Commuter assistance, CPA exam prep reimbursement, tuition reimbursement, and fitness reimbursement. What You'll Be Doing (The Manager Role) As a Tax Manager, you will be a central figure in client management, technical execution, and staff development. Client Leadership: Develop and maintain meaningful client relationships to ensure high satisfaction. Actively execute client retention strategies and identify opportunities to expand services. Lead client communication and take responsibility for engagement deliverables. Technical Oversight: Assume responsibility for complex accounting and tax engagements. Prepare a wide variety of complex corporate, individual, partnership, fiduciary, and other tax returns with minimal supervision. Review moderately complex returns prepared by junior staff and provide detailed review points and coaching. Identify and communicate tax planning opportunities and issues to clients and partners. Team Development: Supervise, coach, train, and mentor Staff and less experienced Senior Accountants. Assist in assigning appropriate staff based on engagement difficulty and availability. Demonstrate mastery of time management and organizational skills, and delegate effectively. What You'll Bring (Requirements) Education & Licensing: Bachelor's Degree with a major or concentration in Accounting, Tax, or a related field. Must hold a valid and current CPA license. (EA is not an acceptable alternative.) Experience: Minimum of 5+ years of progressively responsible experience with a public accounting firm. Significant experience with tax engagements for both individual and closely-held businesses. Strong general accounting knowledge, including complex journal entries and trial balance work. Skills: Demonstrated proficiency with tax law and complex tax research. Proficiency with standard tax software (Lacerte and/or ProSystems FX) and Excel. Excellent interpersonal, communication, and time management skills. Proven ability to supervise and develop others. Location & Logistics Hybrid Model: This position is hybrid and requires you to work out of our Novato, CA office at least part of the time. Local Candidates Only: We are NOT considering fully remote candidates or providing relocation assistance. Benefits
    $143k-158k yearly 2d ago
  • Director, Principal Relationship Manager, Commercial (Emerging Middle Market)

    Hispanic Alliance for Career Enhancement 4.0company rating

    San Francisco, CA jobs

    Application Deadline 02/07/2026 Address 180 Montgomery St. Job Family Group Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the marketplace, and a proven track record in sales performance. This individual will join a tight‑knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank. Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem‑solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high‑value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high‑value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high‑value client portfolios, driving cross‑selling, retention, and profitability. Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making. Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise‑wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency Project Management Change Management Expert level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary $122,400.00 - $228,000.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
    $66k-97k yearly est. 2d ago
  • Food, Consumer and Agribusiness Director, Relationship Manager

    Hispanic Alliance for Career Enhancement 4.0company rating

    San Francisco, CA jobs

    Application Deadline 02/05/2026 Address 180 Montgomery St. Job Family Group Commercial Sales & Service BMO's Diversified Food Director position is a key lead on deal teams, collaborating and generating solutions to current and prospective clients within sector markets. As a sector and deal structuring expert, the Director will assist in generating significant revenue by developing and implementing a sales marketing plan for the West Coast market and working with our DIG team to grow the market, actively managing business development opportunities, and overseeing ongoing monitoring of client portfolio performance to maximize penetration and return. The Director achieves various partnering efforts, including management of the team and client initiatives, to ensure successful transactions. Food, Consumer and Agribusiness lending experience required. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross‑selling, retention, and profitability. Implements cross‑selling initiatives, driving client engagement and successfully transitioning opportunities into revenue‑generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision‑making. Engages with senior leadership and cross‑functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long‑term relationships with the bank's high‑value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high‑value transactions, and identifies opportunities for cross‑selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do. Ensures alignment between values and behaviour that fosters diversity and inclusion. Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through. Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders. Attracts, retains, and enables the career development of top talent. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non‑routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency Project Management Change Management People Management Expert level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary $122,400.00 - $228,000.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance‑based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in‑depth training and coaching, to manager support and network‑building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
    $66k-97k yearly est. 2d ago
  • Director, Government Relationship Manager

    Hispanic Alliance for Career Enhancement 4.0company rating

    San Francisco, CA jobs

    Application Deadline: 11/20/2025 Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We are excited to be adding to our Institutional Markets/Government Banking team. We will be adding a senior level Relationship Manager and are open to having the individual based out of our San Francisco Office or East Bank market. This role will be focused on business development in addition to maintaining strong relationships within the existing portfolio. Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency Project Management Change Management Expert level of proficiency Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk AssessmentCustomer Service Stakeholder Management Negotiation Customer Relationship Building Salary $122,400.00 - $228,000.00 Pay Type Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at http://jobs.bmo.com/us/en BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes. #J-18808-Ljbffr
    $66k-97k yearly est. 4d ago
  • IT Business Relationship Manager, Human Resources

    Inceed 4.1company rating

    Houston, TX jobs

    IT Business Relationship Manager, Human Resources Compensation: $130,000 - $160,000 annually, depending on experience Inceed has partnered with a great company to help find a skilled IT Business Relationship Manager, Human Resources to join their team! This is an exciting opportunity to lead the strategic and operational design of HR technology systems. The company is focused on growth and innovation, offering a dynamic environment for a proactive leader to drive integration, automation, and analytics. Be a part of a team transforming HR operations with AI and predictive analytics, enhancing employee experience and supporting the company's mission to expand access to affordable care. Key Responsibilities & Duties: Lead HR technology systems strategy and implementation Mentor and develop team members for high performance Align HR systems with business objectives Leverage AI to enhance workforce planning and engagement Ensure data governance and system security Evaluate HR systems for process efficiency improvements Required Qualifications & Experience: 8+ years managing HRIS or HCM platforms 5+ years managing teams supporting HR systems Bachelor's degree in HR, Information Systems, or Business Administration Experience with AI in HR operations Strong understanding of HR operations and analytics Nice to Have Skills & Experience: Master's degree or certifications like SHRM-SCP, PHR, PMP Experience with ERP solutions Proven leadership and change management skills Perks & Benefits: This opportunity includes a comprehensive and competitive benefits package-details will be shared during later stages of the hiring process. If you are interested in learning more about the IT Business Relationship Manager, Human Resources opportunity, please submit your resume for consideration. Our client is unable to provide sponsorship at this time. We are Inceed, a staffing direct placement firm who believes in the possibility of something better. Our mission is simple: We're here to help every person, whether client, candidate, or employee, find and secure what's better for them. Inceed is an equal opportunity employer. Inceed prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity, or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
    $130k-160k yearly 17h ago
  • Tax Manager - HNW/ Trust/ Estate

    Cybercoders 4.3company rating

    Charlotte, NC jobs

    Job Title: Tax Manager and Senior Tax Manager Requirements: Active CPA license, Must have 6+ Years of Public Accounting Experience, 4+ Years minimum as a Tax Manager We are a well known and respected CPA firm based in the Charlotte area with over 35+ employees and growing! We works with a wide array of clientele including: HNWI/ UHNW, Manufacturing/Distribution, Construction, Real Estate, Consumer Products, Health/Beauty, Marketing, Technology/Start Up, and more. We genuinely care about the growth and future of our employees and are a close-knit team that want to see each other excel. We offer the proper training and 1-1 development for all of our employees. We offer a clear and distinct path toward the Partner level and more Senior levels (if that is important to you career growth). We provide all of the necessary steps in order for you to be positioned for that promotion. Due to continuous growth, we are looking to add a Tax Manager and Senior Tax Manager person to be apart of our well tenured team! If you're interested and meet the above requirements, please send your resume to Victoria.Patel@cybercoders.com. What You Need for this Position Required: Active CPA At least 7-8+ years of Public Accounting Experience 3-4+ Years as a Tax Manager S-Corp, Partnership, Individual, High Net Worth and UHNW returns Benefits Salary: $130k - $170k+ 8-12% bonus Unlimited PTO All Major Holidays Off Paid Medical/Dental/Vision - 1st of month following hire 401k Match - Employer matches 100% of first 3% 50% of next 2% Long Term Care Coverage - after 60 days of employment Life Insurance after 6 months Benefits
    $130k-170k yearly 3d ago
  • Tax Manager - Private Client Services

    Cybercoders 4.3company rating

    California jobs

    We are a 25 person business management firm and family office located in the San Fernando Valley. We work with high-end clientele in the professional athlete, music, and entertainment industries along with high business owners in the PE, venture capital, and Hedgefund space. We handle everything for our clients from financial planning, business consulting, taxes, bookkeeping, and more. We are highly client facing and work with a lot of complex situations. We are highly collaborative and work together to keep the hours low so we are all fresh and ready to give the best service possible. We are looking for a skilled tax and business professional who has a high level of tax return review experience, but is not afraid to roll their sleeves up to help with some prep work on the complex returns. We want someone who likes working with/communicating directly with the clients on their needs, goals, and status of projects. Ideally we are looking for someone who has experience with HNWI/UHNWIs, entertainment, and other small to midsize businesses. What you Need 2+ Years in Public Accounting Active CPA or EA (preferred) Experience in Business and Individual Tax Privately Held Businesses HNWIs, Partnerships, s-corps, trust & estate, some c-corps Clients generating ($5 million - $200 million in annual revenue) What you will be doing Reviewing Complex Tax Returns Private Client Services HNWIs w/ multiple businesses attached Preparing most complex returns Client Management Tax Research Tax Planning Business Consulting Managing tax compliance Benefits Base Salary: $130,000-$180,000 Full Medical, Dental, Vision Annual Bonuses Hybrid Schedule 401k w/ Match PTO (3-4 weeks starting) Flex Hours Shorter Busy Season Hours (45-50hours) Path to Partner
    $130k-180k yearly 5d ago
  • Tax Manager

    Cybercoders 4.3company rating

    Metairie, LA jobs

    Job Title: Tax Manager/Senior Manager Requirements: Must have 5+ Years of Public Accounting Experience (with a CPA firm) Established in 1979, we are one of the largest locally owned CPA/Business Advisory firms based in the Gulf South. We serve large and small business clients, coast-coast, from two Louisiana offices - Metairie & Covington. For the past 44 years, we have grown to become New Orleans's leading CPA firm in tax, audit, and wealth management. We work with a wide range of clients in various verticals including Oil and Gas and Marine Services, Gaming and Hospitality, Technology, Energy, Real Estate, Distribution, Non-Profits, Education, Retail, C-Stores, Manufacturing, and Professional Services, and many more! Due to continuous growth and expansion, we are looking to add a Tax Manager/Senior Manager to our team! The ideal candidate must have an Active CPA, at least 5+ Years of Public Accounting Experience, actively pursuing their CPA/EA, at least 1-2+ Years of Tax Managing Experience, and has shown solid tenure in their past roles. In return, we are offering a competitive salary ($110k - $160k+), Full Benefits (including 100% paid Health, Dental, Vision, 401k Match, etc.), 1.5x OT, Annual Bonuses, Generous PTO, and Paid Holidays. Please apply today or send an email with a copy of your latest resume to fauster.faustin@cybercoders.com! What You Need for this Position Required: -Active CPA or EA - At least 5+ years of Public Accounting Experience (with a CPA Firm) Preferred: - At least 1-2+ Years of Tax Manager Experience - Experience in any of the industries we serve Benefits Salary: $110k - $160k+ - 100% Paid Full Benefits (Health, Dental, and Vision) w/ 401k Match - 1.5x Overtime Pay - Generous PTO - Paid Holidays - Discretionary Bonuses
    $110k-160k yearly 2d ago
  • Tax Manager

    Cybercoders 4.3company rating

    Fort Lauderdale, FL jobs

    Job Title: Tax Manager Salary: $120,000 - $150,000+ (DOE) About Us: We are a premier, rapidly expanding local CPA firm with thriving offices in West Palm Beach and Fort Lauderdale. Our reputation is built on providing sophisticated tax and audit solutions to a diverse clientele. We are committed to fostering an environment of professional growth, teamwork, and innovation, offering significant opportunities for advancement. Our firm champions a hybrid work model, typically 3-4 days in-office, balancing collaborative engagement with personal flexibility, allowing our team to deliver exceptional results while maintaining a healthy work-life integration. Position Overview: We are actively seeking an experienced and dynamic Tax Manager to join our leadership team in either our West Palm Beach or Fort Lauderdale office. This is a key management role designed for accomplished, client-focused professionals ready to make a substantial impact. You will leverage your extensive experience and advanced technical skills to oversee complex tax engagements, cultivate strong client relationships, mentor and develop staff, and collaborate directly with our Partners on strategic tax initiatives for a diverse range of clients. This is an outstanding opportunity to elevate your career in a supportive and growth-oriented setting. Key Responsibilities: Serve as a primary point of contact for a portfolio of clients, managing daily interactions, providing expert tax consultation, and ensuring exceptional service delivery that strengthens client loyalty. Lead the preparation and meticulous review of complex federal, state, and local tax returns for various entities including C-Corps, S-Corps, Partnerships, and High Net Worth Individuals. Direct and review sophisticated tax research projects, providing authoritative guidance on intricate tax matters and effectively communicating findings to clients and internal teams. Collaborate closely with firm Partners on strategic client engagements, advanced tax planning opportunities, and the resolution of complex tax issues. Proactively identify, research, and champion the implementation of effective tax planning strategies to optimize client outcomes and ensure robust compliance. Manage, mentor, and develop a dedicated team of 2-4 tax professionals (Staff and Senior Associates), fostering their technical skills, professional acumen, and career growth within the firm. Oversee engagement workflows, ensuring projects are completed on time, within budget, and to the highest standards of quality. Ensure adherence to all professional standards, firm policies, and regulatory requirements, promoting a culture of excellence and integrity. Commit to extended hours during peak tax seasons to meet critical deadlines and exceed client expectations. Required Qualifications: An active CPA license is mandatory for this managerial position within our firm. A Bachelor's degree in Accounting from an accredited institution. A minimum of 5 to 9 years of progressive experience in public accounting, with a strong and demonstrable emphasis on diverse tax matters. Proven experience in managing and supervising a team of at least 2-4 tax staff members (typically Staff and/or Senior Associates), including performance evaluation and development. Comprehensive and in-depth knowledge of current tax laws, regulations, and compliance requirements for Partnerships, S Corporations, C Corporations, and High Net Worth Individuals. Demonstrable expertise in both preparing and thoroughly reviewing a wide array of complex tax returns. Significant experience with multi-state tax issues, planning, and compliance. High proficiency in Microsoft Office Suite (particularly Excel, Word, and Outlook). Hands-on experience with leading tax software platforms (e.g., CCH Axcess/ProSystem fx Tax, Engagement, Fixed Asset systems). Exceptional client management and interpersonal skills, with a proven ability to build trust, rapport, and long-term advisory relationships. Superior written and verbal communication skills, along with robust analytical, problem-solving, and tax research capabilities. A proactive, self-starting approach combined with keen attention to detail and strong organizational and project management skills. Must possess a positive, professional attitude and a steadfast commitment to teamwork, continuous improvement, and delivering excellence. Preferred Qualifications: A Master's degree in Taxation (MST) or an LL.M. in Taxation. Prior experience with a Big 4 or large regional public accounting firm. Working knowledge and practical experience with tax laws and compliance related to Trusts, Gifts, and Estates. Familiarity with ASC 740 (Accounting for Income Taxes) and its application. Experience with client billing processes, practice management software, and general administrative functions related to engagement management. What's in it for You: A highly competitive salary, eligibility for performance-based bonuses, and a comprehensive benefits package. A clear and defined path for career advancement and leadership development within a prestigious and rapidly growing firm. The rewarding opportunity to manage, mentor, and inspire a talented team, directly contributing to their careers and the firm's ongoing success. Direct engagement with firm Partners and meaningful exposure to high-level strategic decision-making and practice development. A supportive, dynamic, and collaborative hybrid work environment (3-4 days in-office) that values work-life integration and employee well-being. Engagement with a diverse and sophisticated client base across various industries, offering intellectually stimulating and professionally rewarding work. A vibrant firm culture that recognizes and rewards dedication, technical expertise, leadership, and a positive contribution to our firm's mission and values. If you are a strategic-minded Tax Manager with a passion for exceptional client service, team leadership, and continuous professional growth, we invite you to apply for this outstanding opportunity to significantly contribute to and grow with our firm.
    $120k-150k yearly 2d ago
  • Business Development Project Director (BDPD)

    Cogent Analytics-LLC 3.9company rating

    Boston, MA jobs

    Business Development Project Director This is a Subject Matter Expert (SME) role in Sales and Business Development. Build, implement, train, and evaluate customized business development solutions that support a lead Project Director and an Engagement plan, assisting small to medium‑size businesses (SMBs) in achieving their strategic objectives. Solution implementation will encompass sales team structure and development, business development processes, and sales enabler tools implementation. Essential Duties and Responsibilities Conduct a business development discovery with Cogent clients to understand the Client's role in the market, previous business development efforts, and organizational revenue goals. While on‑site, build, document, and outline a business development plan that is solely focused on the client and positively impacts their growth goals. This plan should incorporate both short‑term actions and long‑term behaviors necessary to achieve success in the BITE (Build, Implement, Train, and Execute) methodology. Identify new issues and opportunities in the client organization. Create tangible and quantifiable change that will address these issues and support material improvement in the client's business in the following functional areas: Generate additional volume of product or service sales Enhance margin through improved sales GP Diversify customer base Enhance client's liquidity through improvement with terms for client's customers Extend existing customer relationships and sales volume Collaborate with the Client to clearly define growth goals, human resources available, and sales enabler technology (i.e., CRMs) currently in place. Manage the body of work to a high quality and on‑time delivery, as identified in the “Business Development Plan.” Follow the established Cogent Analytics process for client and project engagement. Review and disseminate information from sales activity reports and apply this analysis to business development improvement on behalf of the client. Other Requirements Ability to travel onsite with clients (75% domestic travel requirement). Authorized to work in the United States. Minimum of four years of consulting experience with a proven track record of delivering value for clients. Administrative duties completed in a timely and accurate manner. Ability to communicate in English, both written and verbal. Valid state‑issued driver's license and current auto insurance. Advanced computer skills (Microsoft Suite, financial software, dashboards, CRM, and PM software). Proven fiduciary responsibility, successfully managing a budget of 10M+, preferred. Prior business ownership preferred. Competencies Required Problem Solving - Identifies and resolves problems in a timely manner; develops alternative solutions; uses reason even when dealing with emotional topics. Change Management - Communicates changes effectively and builds broad consensus; monitors transition and evaluates results. Leadership - Exhibits confidence in self and others; inspires and motivates others to perform well; accepts feedback from others. Judgment - Displays willingness to make decisions; supports and explains reasoning for decisions. Gains trust of peers and leadership through sound decision making. Results Driven - Serious about committing and getting to results. Exemplifies this ability through sound decision‑making, backed by logic, understanding contingency planning, with an attitude toward appropriate prioritization and effort. People Oriented - Possess a high EQ and readily able to connect and build relationships with clients, their staff, and Cogent team members. Conflict Management - Empathetic and able to see all perspectives; graciously communicates differing points of view to build understanding; finds agreeable, forward‑looking, and policy‑aligned solutions to resolve conflicts others would see as irreconcilable. Cultural Expectations Cogent Analytics strives to always put our clients first, choosing to do what is in their best interest even if that choice may not be the easy or popular path. Cogent Analytics maintains the highest professional standards and pledges to operate with integrity and honesty in all that we endeavor to do. We believe in a collaborative environment between the administrative staff, Leadership (AD and MD), and Project Directors. We understand and embrace the “Obligation to Challenge, #J-18808-Ljbffr
    $98k-168k yearly est. 4d ago
  • Solutions Manager, Business Development Manager

    Softworld 4.3company rating

    San Francisco, CA jobs

    Softworld, Inc. is currently seeking an experienced Business Development professional to join a high performing team. A proven track record in the contract staffing or technical services industry is required. Individuals with any amount of local or national contract Sales or Recruiting experience are encouraged to apply. Job Responsibilities Identifying and develop relationships with prospects through networking, cold/warm calling, and leads. Source qualified contract and perm job requisitions. Meet or exceed Gross Profit and Start goals as set by your manager. Maintain strong Gross Profit margins using strong knowledge of the IT Consulting market and skilled negotiations with clients. Develop strong internal relationships with your recruiting partners to qualify reqs and deliver consultants to Softworld clients. Stay up to date on trends within the industries and technology sectors that you support. Qualifications Strong background in sales and new business development experience within contract staffing. Experience in creating successful staffing and hiring solutions for a variety of industries and company sizes. 2+ years of experience initiating and maintaining long-lasting client relationships and negotiating service contracts and fees. Ability to proactively promote candidates to support our customer base. Strong analytical and organizational skills to be comfortable with multi-tasking in a fast-paced, competitive environment. Must be a goal-oriented team player with excellent communication and presentation skills. #J-18808-Ljbffr
    $128k-174k yearly est. 5d ago
  • Director of Business Development (West Coast) - Veridix AI

    Emmes 4.6company rating

    Rockville, MD jobs

    Director of Business Development (West Coast) - Veridix AI Synopsis: This is a remote role. We are only considering those applicants who are presently residing on the West Coast. Ideally close to a (major) airport given that this role requires travel to customer sites. We're seeking a seasoned sales professional who has sold to the Bio-Pharma space SaaS (Software as a Service) and/or AIaaS (AI as a Service) based products and/or solutions supporting Clinical Trials. Veridix AI is the technology, data, and AI arm of the Emmes Group, a leading full-service contract research organization (CRO) with over 47 years of experience in supporting clinical research across more than 70 countries. With industry-leading capabilities in cell and gene therapy, vaccines, infectious diseases, and ophthalmology, Emmes is one of the top clinical service providers to the U.S. government and is rapidly expanding its presence in biopharma. Veridix AI develops advanced eClinical solutions, powering clinical trials through patient data collection, randomization, biospecimen tracking, and data quality monitoring. Our cutting-edge AI innovations, including Generative AI (GenAI) capabilities, are transforming clinical trial timelines by streamlining processes from document authoring to automating study builds. Our “Character Achieves Results” culture is driven by five key values that guide our actions in the way we conduct research and distinguish us as an organization: Integrity, Agility, Passion for Excellence, Collaborative Partnerships and Intellectual Curiosity. If you share our motivations and passion in research, come join us! You will be joining a collaborative culture that empowers every Emmes employee-from entry level through top executive-to contribute to our clients' success by sharing ideas openly and honestly. Primary Purpose The Director of Business Development is responsible for identifying and pursuing new business opportunities, expanding relationships with existing clients, and driving revenue growth. This role requires strategic oversight of the business development function, ensuring alignment with corporate goals and objectives. Responsibilities Drive Business Growth: Sells the company's capabilities, differentiating Emmes from competitors, and follows up on leads to secure new opportunities. Achieve Sales Targets: Meets or exceeds annual sales goals for assigned territories and accounts. Strategic Client Engagement: Develops and executes a client call cycle and strategic account plans to build long-term partnerships. Leverages a strong network of biotech, pharmaceutical, and government contacts. Client Relationship Management: Cultivates relationships with senior-level stakeholders to expand business opportunities. Sales Reporting and Analysis: Provides regular updates on sales activities, market trends, and competitive intelligence to senior management. Cross-functional Collaboration: Works closely with operations to ensure a deep understanding of capabilities, capacity, and timelines, ensuring alignment across departments for optimal client delivery. Win Strategy Development: Identifies and develops tailored strategies to secure individual opportunities and enhance client partnerships. Customer Expectation Management: Sets and manages customer expectations, ensuring high levels of satisfaction through a consultative approach. Bid and Client Meetings: Organizes and leads client visits, presentations, and bid defenses to secure business. CRM and Pipeline Management: Uses CRM tools to document client interactions and manage a robust pipeline of opportunities. Additional Responsibilities: Performs other duties as needed to support the broader business development goals. Required Attributes Vision and Strategy Defines objectives and key results for business development, ensuring alignment with the company's overarching strategic goals. Leads the implementation of business development strategies at the operational level. Team Leadership Builds, mentors, and leads high‑performing teams across the business development function. Fosters collaborative relationships across departments to deliver integrated client solutions. Holds direct reports accountable for meeting their targets and contributes to the professional development of future leaders. Champions and leads organizational change initiatives in line with company goals. Continuous Improvement / Change Management Promptly takes the required corrective action when necessary. Continually assesses the operational effectiveness of structures in place to deliver service, reevaluates approaches, and introduces innovations to change paradigms that are ineffective or outdated. Brings new ideas and innovative solutions where practical to drive efficiency, enhanced quality and differentiating value to the client. Communication Continuously communicates up, down and across the company to share progress and solutions and future vision. Listening skills that embrace cognitive diversity. Ability to communicate with highly scientific client‑management teams. Stays informed and communicates to others in a supportive manner regarding corporate activities. Qualifications Emmes Group: Building a better future for us all. Emmes Group is transforming the future of clinical research, bringing the promise of new medical discovery closer within reach for patients. Emmes Group was founded as Emmes more than 47 years ago, becoming one of the primary clinical research providers to the US government before expanding into public‑private partnerships and commercial biopharma. Emmes has built industry‑leading capabilities in cell and gene therapy, vaccines and infectious diseases, ophthalmology, rare diseases, and neuroscience. We believe the work we do will have a direct impact on patients' lives and act accordingly. We strive to build a collaborative culture at the intersection of being a performance and people driven company. We're looking for talented professionals eager to help advance clinical research as we work to embed innovation into the fabric of our company. If you share our motivations and passion in research, come join us! Why work at Emmes? At Emmes, your actions and hard work will have a direct impact on public health initiatives, both globally and in our local communities with opportunities for volunteerism through our Emmes Cares community engagement program. We offer a competitive benefits package focused on the health and needs of our growing workforce, including: Flexible Approved Time Off Tuition Reimbursement 401k Retirement Plan Work From Home Anywhere in the US Maternal/Paternal Leave Casual Dress Code & Work Environment Connect with Us! Follow us on Twitter - @EmmesCRO Find us on LinkedIn - Emmes The Emmes Company, LLC is an equal opportunity employer and does not discriminate in its selection and employment practices. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status. #LI‑Remote #J-18808-Ljbffr
    $85k-139k yearly est. 3d ago
  • Tax Manager

    Cybercoders 4.3company rating

    Detroit, MI jobs

    Salary: $100K-$140K + Bonuses, Full Benefits, PTO, Profit Sharing Key Requirements: CPA, High Net Worth (HNW) expertise Who We Are We're a fast-growing, full-service CPA firm in the Detroit area with over 30 years of excellence. From strategic planning to compliance, we serve clients across the U.S. and beyond. Right now, we're looking for a Tax Manager (or Senior Tax Manager) ready to step up-because this role is your fast track to a Director position! What You'll Do - Lead tax engagements from start to finish: planning, budgeting, staffing, and review. - Shape high-quality outcomes and profitability for our HNW-focused clients. - Work closely with partners who roll up their sleeves alongside you. Why Join Us? - Fast-Track Growth: Leadership awaits-this could become an equity position in just a few years! - Work-Life Balance: Hybrid flexibility, no more than 55 hours during peak weeks, and 3+ weeks PTO. - Collaborative Culture: Partners mentor you, not just manage you. - Award-Winning Team: Consistently ranked a "Best Place to Work" in our region. What You Bring - Must-Haves: - CPA or EA - 6+ years in Public Accounting or Wealth Management - 2+ years as a Manager with direct reports - HNW tax expertise (the bulk of your portfolio) - Construction or Manufacturing experience! - Bonus Points: International experience What's In It For You - Compensation: $100K-$140K base + performance bonuses - Benefits: 100% paid medical for you, full dental/vision, 401K + profit sharing - Growth: Clear path to partnership if that's your goal - Flexibility: Hybrid work + a sane busy season Ready to take the next step in your career with a firm that values you? Send your resume to Destiny.Ziarkowski@cybercoders.com today! Benefits What's In It for You - Competitive Salary depending on experience. - Growth, and on a definitely plan to partnership if you want that. - 401k plan + Profit Sharing program - Bonus: Discretionary based on performance - Remote and Hybrid Flexibility - No more than 55 hours during busy season, and that's not every week, that's just during the last 2 weeks. Benefits - Vacation/PTO: 3 weeks+ - Medical: Full Benefits - Dental: Full Dental - Vision: Full Vision - 401k: + Profit Sharing Pan - Bonus: Discretionary based on performance
    $69k-102k yearly est. 1d ago
  • Director, Business Development

    Key Solutions 3.4company rating

    Fremont, CA jobs

    The Director of Business Development is a result-oriented leader and responsible for market analysis; identifying market trends; meet face to face with CEOs, VPs of Research, and/or other executives to identify the business and technical needs and to establish strategic relationships; and develop comprehensive solution and market strategies to support an aggressive growth strategy through the acquisition of new clients, additional offerings with existing clients and the development of innovative offerings to both new and existing clients and a robust development pipeline to ensure continued short and long term growth. Key Solutions customer base is comprised of university research centers, academic medical centers, hospitals, and pharmaceutical companies, specifically the Office of Research for their Institutional Review Boards (IRB), Institutional Animal Care and Use Committees (IACUC), Institutional Bio-safety Committees (IBC), Radiation Safety Committees (RSC), Chemical Safety Committees (CSC), Stem Cell Committees (SCRO), Animal Facilities Management, Conflict of Interest (COI), Pre and Post-Award Grant Management, and Clinical Trials Management. Our solutions range from out-of-the box solutions to highly configured ones deployed either as customer-hosted or as cloud-based SaaS. Major Responsibilities: Identify, lead, and negotiate strategic deals, allianes, and partnerships. Identify and validate new markets, including international markets, and additional use cases for Key Solutions products. Develop strong understanding of Key Solutions products and competition. Perform market analysis, identify market-trends and customer segments, establish go-to-market plans and market strategies. Match product and service offerings with customer needs by demonstrating knowledge of customers, pricing and competition; effectively communicate pricing and solution strategies; proactively engage other new business opportunities. Establish a network of contacts in the industry to identify potential strategic partnerships. Establish, develop and maintain new business relationships with prospective clients and generate new strategic business. Understand the business and technical requirements of the prospective clients and work closely with the internal development team to guide the direction of our product offerings. Define and develop marketing campaigns, promotional activities, sales programs, publicizing the product through the press/media, sales force, and alternate distribution channels, and manage product success in the market place. Drive/develop product collateral (brochures, data sheets, web content, direct mail campaign cards, presentations, etc.) and other Sales tools. Identify key industry events, outreach to prospective clients, and coordinate and execute participation. Drive/Develop press and PR strategy to increase industry awareness. Drive and deliver demand generation activities that lead to a strong sales pipeline. Conduct marketing studies and create effective marketing program. Collaborate with Sales and Marketing teams to develop and execute marketing plans. Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations, conferences, and seminars. Travel as required/needed. Qualifications Bachelor degree in business, marketing or equivalent. MBA is a plus 6+ years experience in Software/IT Business Development of which 2-3 year experience in marketing Demonstrated ability in engaging and influencing C-level as well as VP, and Director level executives. Demonstrated ability to articulate solutions and their value to IT and business executives. Excellent written and oral communication skills. Strong organizational, presentation, and coordination skills. Excellent leader with entrepreneurial mindset and interpersonal skills. Domain expertise toward effective marketing strategy, positioning, and promotion, demonstrated through samples of plans created. EEO Employer/Vet/Disabled Key Solutions is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, among other things, or status as a qualified individual with a disability. Key Solutions delivers web-based products for Life Sciences, combining 15+ years of expertise with AI and data analytics to improve research workflows and compliance. Key Solutions, Inc. 2803 Lakeview Court Fremont, CA 94538 #J-18808-Ljbffr
    $90k-135k yearly est. 1d ago
  • Tax Manager

    Cybercoders 4.3company rating

    Alton, IL jobs

    We are a TOP public accounting firm in the St Louis area with a collaborative and rewarding work environment. We provide our clients with best-in-class service because we are an inclusive, diverse, and entrepreneurial firm that offers our people the opportunity to pursue their individual goals as they develop into best-in-class professionals. We seek to provide our people with a work-life balance that allows them to achieve their career goals while pursuing personal interests. We are currently seeking a Tax Manager to join our growing team! Responsibilities: -Review complex Federal and multi-state tax returns for individuals, trusts, estates, non-profit organizations, and pass-through entities -Review quarterly and year-end tax projections -Review tax workpapers -Deliver clear requests for information via phone or email directly to clients -Research Federal, state, and cross-border tax issues -Strategize with partners and the client engagement teams on tax planning -Work closely with the management team to mentor, train, and supervise staff Basic qualifications: -5+ years of public accounting experience -Minimum degree required: Bachelor's degree -CPA -Required field of study: Accounting, Finance and/or Taxation -Strong working knowledge of Microsoft Office Suite -Strong verbal and written communication skills Preferred knowledge/skills: -Excellent analytical and problem-solving skills -Strong interpersonal and communication skills -Managerial experience with staff and clients
    $71k-100k yearly est. 1d ago
  • Business Development Manager

    Sendero Industries 3.3company rating

    Houston, TX jobs

    Job Title: Business Development Manager - Underground Utilities & Earthwork Position Type: Full-Time Reports to: Exec. Vice President Sendero Industries is a full-service civil contractor headquartered in Houston, Texas, specializing in site preparation, earthwork, drainage, and utilities for private and public projects throughout the Gulf Coast. We have a 20-year history of successful projects for leading developers, civil engineers, and general contractors. We're known for our reliability, our understanding of what makes a successful project, and our commitment to total satisfaction. Job Summary We are seeking a highly motivated Business Development professional with experience in civil construction. This role will be responsible for developing new business opportunities, nurturing client relationships, identifying potential projects, and contributing to company growth by securing profitable work. Key Responsibilities Develop and maintain relationships with clients, engineers, general contractors, and public agencies to generate new project opportunities. Identify market trends, pipeline opportunities, and potential projects aligned with company capabilities. Assist in proposal strategy, pricing coordination, and bid presentations. Monitor competitive activity and market pricing trends to guide pursuit strategy. Represent the company at networking events, pre-bid meetings, job site visits, and industry functions. Collaborate with estimating, project management, and operations teams to ensure client needs and project opportunities are aligned with company strengths. Track opportunities through CRM or business development tools and report regularly on activity and results. Promote Sendero Industries' services and reputation through professional communication and relationship-building. Qualifications Minimum of 5+ years of experience in business development, client relations, or sales. Proven track record of winning business and building lasting client relationships. Strong understanding of the bidding process, proposals, and project lifecycles in civil construction. Excellent written and verbal communication skills. Ability to work independently, manage multiple opportunities, and meet deadlines. Willingness to travel nationally to meet clients and attend project, industry meetings and tradeshows. Preferred Experience with developers, municipalities, and civil construction firms throughout the Gulf Coast. Established relationships with local general contractors, engineers, developers, and public agencies. Understanding of site development, utilities, and earthwork operations. Benefits Competitive Salary Health, dental, and vision insurance 401(k) plan with company match Professional development opportunities Collaborative and inclusive work environment How to Apply: Interested candidates should submit their resume and a cover letter detailing their relevant experience and qualifications through LinkedIn or to *****************************. Please include "Business Development Application - [Your Name]" in the subject line. Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Duties and responsibilities may be subject to change based on organizational needs and at the discretion of management. Sendero Industries is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
    $65k-106k yearly est. 17h ago
  • Private Client Relationship Manager

    Citizens 2.9company rating

    Business relationship manager job at Citizens Alliance

    At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include + Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. + Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. + Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. + Provide exceptional, high-touch client experiences. + Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. + Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. + Leverage Salesforce CRM to track activity. Measures of Success include + Growth in net new investment assets in collaboration with Wealth Partners. + Growth in new deposits including checking, savings, and CD balances. + Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. + Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials + Bachelor's degree (preferred). + 3 - 5 years of banking, wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire. + Demonstrated success in a client-centric, initiative-taking sales environment. + Experience establishing and maintaining relationships with clients and internal partners. + Knowledge of industry regulatory requirements to ensure a sound control environment. + Excellent written and verbal communication skills. Hours & Work Schedule + Hours per Week: 40 + Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
    $75k-90k yearly 9d ago

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