Client Relationship Manager jobs at J.P. Morgan - 768 jobs

A leading agricultural technology firm is seeking a Senior Account Manager to scale and grow relationships with Retail and Food Service buyers. The role offers the chance to leverage a national network and technology platform to enhance sales, with opportunities for steady income and equity. Ideal candidates will have 3-10 years of experience in sales and established relationships in the industry, alongside a collaborative mindset and passion for innovation. This position is remote and will be based in California. #J-18808-Ljbffr

WHO WE ARE We are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company's first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6's core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets. ABOUT THIS ROLE Position Overview We are looking for a driven and entrepreneurial sales professional to join our growing team. As an early sales hire in a fast-scaling startup, you will play a pivotal role in shaping our go-to-market approach and driving new revenue growth. We are looking for someone with direct experience generating leads and converting those leads to partners within the Property & Casualty (P&C) insurance market. Key Responsibilities: Sales & Revenue Growth Own the end-to-end sales cycle: prospecting, discovery, solution positioning, negotiations, and closing. Drive new business acquisition with enterprise and mid-market accounts. Expand existing customer relationships through up-sell and cross-sell opportunities. Direct sales prospecting and lead generation experience within the Property & Casualty (P&C) insurance industry. Full-cycle technology sales experience, including outbound lead generation and deal ownership from initial outreach through close, selling to P&C carriers. Strategic Account Management Develop account plans for target accounts and build multi-stakeholder engagement strategies. Build trusted advisor relationships with executives, decision-makers, and champions. Ensure customer success teams are set up to deliver long-term value post-sale. Market & GTM Contribution Collaborate with marketing to optimize lead generation, messaging, and campaigns. Provide market feedback to product teams to shape roadmap and solution enhancements. Help refine sales playbooks, pricing, and positioning to scale GTM execution. Execution & Metrics Consistently meet or exceed revenue, pipeline, and activity targets. Maintain accurate forecasting, pipeline hygiene, and CRM discipline. Leverage data-driven insights to continuously improve sales effectiveness. Qualifications 5-8+ years of enterprise / strategic sales experience, ideally in SaaS, technology, or data/analytics. Proven track record of exceeding quota in high-growth or startup environments. Strong hunter mentality with expertise in prospecting and building new logos. Comfortable navigating complex buying cycles with multiple stakeholders. Exceptional communication, presentation, and negotiation skills. Entrepreneurial mindset: scrappy, adaptable, and motivated by building from the ground up. Key Attributes Self-starter who thrives in an unstructured, fast-paced environment. Team player who collaborates across sales, marketing, product, and customer success. Customer-centric mindset focused on solving business problems, not just selling products. Competitive, driven, and motivated to contribute to the growth of a startup. Reporting Structure Reports directly to the VP of Sales / Chief Revenue Officer. Collaborates with marketing, product, and customer success to ensure a unified customer journey. OUR REWARDS We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week. PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics. PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at *****************. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process. #PEAK6

About the Company Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Pennington's culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility. About the Position The Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role will be a direct report of Pennington's Director of Operations. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long term success. They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence. What You'll Do Manage the day-to-day interactions as the Client Service owner of Pennington's Operating Partner Families and LPs. Work with the Director of Operations to define and implement both KPIs for the Client Service function as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model. Work directly with the Market Leadership Team in their market to design and implement Client Service processes that will drive high levels of engagement. Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs. Work alongside and with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention. Work cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly Prepare client subscription and redemption documents related to alternative investments. Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders. What You Need A minimum of 2 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse, ideally working with the UHNW client base. A minimum of 3-5 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse. Bachelor's degree in business administration, or related field, from a top College or University; Advanced degree or MBA is preferred but not required. Demonstrable competency in strategic planning, business process implementation and business development. Outstanding organizational and leadership abilities and personal integrity. A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs. Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs. Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving. Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues. A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm. What You'll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee's premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity: We currently have 2 openings on this team Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability. Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office. The Contributions You'll Make: * Typically responsible for 1-4 clients * Serves as primary customer contact for specific sponsored plans * Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services) * Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's. * Contributes to product development and process improvement efforts * Directly resolves complex service and communications issues with customers * Identifies and assists field partners with plan retention opportunities * Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required * Other duties as assigned. Minimum Knowledge & Experience: * Bachelors degree in Business Administration or equivalent * 3+ years financial services industry experience * Customer Services experience/skills Preferred Knowledge & Experience: * Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred #LI-TB1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $89,170 - $148,650 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer * Health, dental, vision and life insurance plans * 401(k) Savings plan - with generous company matching contributions (up to 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Tuition reimbursement up to $5,250/year * Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. * Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. * Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. * Team Mentality: Partnering effectively to drive our culture and execute on our common goals. * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity: We currently have 2 openings on this team Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability. Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office. The Contributions You'll Make: * Typically responsible for 1-4 clients * Serves as primary customer contact for specific sponsored plans * Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services) * Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's. * Contributes to product development and process improvement efforts * Directly resolves complex service and communications issues with customers * Identifies and assists field partners with plan retention opportunities * Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required * Other duties as assigned. Minimum Knowledge & Experience: * Bachelors degree in Business Administration or equivalent * 3+ years financial services industry experience * Customer Services experience/skills Preferred Knowledge & Experience: * Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred #LI-TB1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $89,170 - $148,650 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer * Health, dental, vision and life insurance plans * 401(k) Savings plan - with generous company matching contributions (up to 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Tuition reimbursement up to $5,250/year * Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. * Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. * Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. * Team Mentality: Partnering effectively to drive our culture and execute on our common goals. * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity: ****We currently have 2 openings on this team**** Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability. Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office. The Contributions You'll Make: Typically responsible for 1-4 clients Serves as primary customer contact for specific sponsored plans Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services) Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's. Contributes to product development and process improvement efforts Directly resolves complex service and communications issues with customers Identifies and assists field partners with plan retention opportunities Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required Other duties as assigned. Minimum Knowledge & Experience: Bachelors degree in Business Administration or equivalent 3+ years financial services industry experience Customer Services experience/skills Preferred Knowledge & Experience: Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred #LI-TB1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $84,930 - $141,560 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer Health, dental, vision and life insurance plans 401(k) Savings plan - with generous company matching contributions (up to 6%) Voya Retirement Plan - employer paid cash balance retirement plan (4%) Tuition reimbursement up to $5,250/year Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. Team Mentality: Partnering effectively to drive our culture and execute on our common goals. Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

If you excel at solving your clients' 401(k) problems, you deserve better than a job that is just “okay”. Do you want the flexibility and convenience of working from home? Are you looking for a position with career advancement opportunities? Are you tired of working insane overtime? If so, Administrative Fiduciary Services (AFS) may have a position for you! Overview of the Position: Administrative Fiduciary Services is looking to fill fully remote Client Relationship Manager positions. We will provide you with a home office set-up including a computer and a phone. We offer a great work experience for our remote employees! What AFS Offers You: This position supports a great work-life balance with a 37.5-hour work week, generous PTO, and overtime pay. We also financially support professional designations and offer regular, recurring, professional training. We offer a competitive compensation package including medical insurance, dental insurance, disability insurance, life insurance, a 401(k) plan, and an HSA. What You will Be Doing: Maintaining client and advisor relationships with a high client retention rate Maintaining a caseload of about 90 - 110 full-service partner level clients Managing and prioritizing workload towards weekly goals in a results-oriented team environment Working with other TPAs, recordkeepers, and advisors to ensure a great client experience Performing work according to AFS policies and procedures Consulting with clients regarding plan operation and design Identifying and assisting in resolving issues related to plan administration Monitoring recordkeeper message boards Monitoring notice deadlines and ensuring notices are distributed timely Reviewing and approving participant transactions Reviewing annual non-discrimination testing Reviewing and electronically filing the Form 5500 and other government forms About You: Five or more years of 401(k) plan administration experience Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing NIPA credential, ASPPA credential, or a 4-year college degree Excellent written and verbal communication skills Excellent time management, organizational skills, and ability to multi-task Ability to proactively and independently manage a book of business High level of critical thinking Committed to lifelong learning and coachable Must have a clean background check (including a clean credit history check) Compensation and Benefits: Base Salary $70,000 - $95,000 Salaried, non-exempt Medical, dental, disability, and life insurance Paid time off 401(k) plan with employer match Work Location/Hours: Work from home Must work from USA and be authorized to work for any US employer We will supply all necessary computer equipment 37.5-hour work week You may choose a start time between 7:30 am and 8:30 am Click Here to review our Privacy Policy

Together we fight for everyone's opportunity for a better financial future. We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future. We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action. We are committed to a work environment where the differences that we are born with - and those we acquire throughout our lives - are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully bringing our differences together to positively influence our culture, serve our clients and enrich our communities is essential to our vision. Are you ready to join a company with a strong purpose and a winning culture? Start your Voyage - Apply Now Get to Know the Opportunity: We currently have 2 openings on this team Manages all aspects of Large Market Tax Exempt/401k sponsored plans, maintain and enhance relationships with existing clients, and help to contribute to increased profitability. Please Note: This position allows remote work from home but will require travel to our Voya office as business requires. Candidates must be located within a 50-mile radius from your assigned office. The Contributions You'll Make: * Typically responsible for 1-4 clients * Serves as primary customer contact for specific sponsored plans * Resolves service and communication issues through direct contact with sponsors, field partners and internal functional units (money in, money out, technical services) * Participates in relationship management with plan sponsors, financial advisors & consultants and TPA's. * Contributes to product development and process improvement efforts * Directly resolves complex service and communications issues with customers * Identifies and assists field partners with plan retention opportunities * Attend benefit fairs, Quarterly, Semi-Annual or Annual plan reviews as required * Other duties as assigned. Minimum Knowledge & Experience: * Bachelors degree in Business Administration or equivalent * 3+ years financial services industry experience * Customer Services experience/skills Preferred Knowledge & Experience: * Prior experience with Omni 7.4, Task Manager, Request Management and Salesforce preferred #LI-TB1 Compensation Pay Disclosure: Voya is committed to pay that's fair and equitable, which means comparable pay for comparable roles and responsibilities. The below annual base salary range reflects the expected hiring range(s) for this position in the location(s) listed. In addition to base salary, Voya offers incentive opportunities (i.e., annual cash incentives, sales incentives, and/or long-term incentives) based on the role to reward the achievement of annual performance objectives. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Voya Financial is willing to pay at the time of this posting. Actual compensation offered may vary from the posted salary range based upon the candidate's geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. $89,170 - $148,650 USD Be Well. Stay Well. Voya provides the resources that can make a difference in your lives. To us, this means thriving physically, financially, socially and emotionally. Voya benefits are designed to help you do just that. That's why we offer an array of plans, programs, tools and resources with one goal in mind: To help you and your family be well and stay well. What We Offer * Health, dental, vision and life insurance plans * 401(k) Savings plan - with generous company matching contributions (up to 6%) * Voya Retirement Plan - employer paid cash balance retirement plan (4%) * Tuition reimbursement up to $5,250/year * Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day. * Paid volunteer time - 40 hours per calendar year Learn more about Voya benefits (download PDF) Critical Skills At Voya, we have identified the following critical skills which are key to success in our culture: * Customer Focused: Passionate drive to delight our customers and offer unique solutions that deliver on their expectations. * Critical Thinking: Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution. * Team Mentality: Partnering effectively to drive our culture and execute on our common goals. * Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions. * Learning Agility: Openness to new ways of thinking and acquiring new skills to retain a competitive advantage. Learn more about Critical Skills Equal Employment Opportunity Voya Financial is an equal-opportunity employer. Voya Financial provides equal opportunity to qualified individuals regardless of race, color, sex, national origin, citizenship status, religion, age, disability, veteran status, creed, marital status, sexual orientation, gender identity, genetic information, or any other status protected by state or local law. Reasonable Accommodations Voya is committed to the inclusion of all qualified individuals. As part of this commitment, Voya will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please reference resources for applicants with disabilities. Misuse of Voya's name in fraud schemes

At T. Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors. We take an active, independent approach to investing, offering our dynamic perspective and meaningful partnership so our clients can feel more confident. We believe doing the right thing for our clients and our associates is good business. With a career at the firm, you can expect opportunities to create real impact at work and in your community. You'll enjoy resources to support your career path, as well as compensation, benefits, and flexibility to enrich your life. Here, you'll find a collaborative culture that respects and values differences and colleagues who share a spirit of generosity. Join us for the opportunity to grow and make a difference in ways that matter to you. Role Summary The Retirement Plans Services (RPS) Senior Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of defined contribution client relationships 401(k) Retirement Plan Services (RPS) full -service record-keeping to small and mid-market clients (Defined Contribution plans under $50 million in AUA), with the objective of driving client satisfaction and retention, optimizing the “cost to serve” and efficiencies of assigned relationships and growing the business. Responsibilities Developing and maintaining book of business plans to achieve objectives for each client relationship and their assigned portfolio. Consulting with clients and financial professionals on investment vehicles, participant services and plan design solutions that will enhance the client's plan design and maximize the retirement benefit offered to their employees. Supporting clients in managing their fiduciary responsibilities by consulting on legislative and regulatory developments, reviewing the investment options offered in the plan, and monitoring of plan related fees. Strengthening relationships with the decision-makers in the client's Human Resources and Treasury organizations, including the Retirement and Investment Committees, “C” suite executives, and external consultants and advisors. Identifying vulnerable client relationships, assessing the degree of vulnerability, and leveraging the firm's internal resources and organization to develop and execute a retention strategy. Partnering with RPS Sales to manage client “rebid” situations and execute a sales strategy in order to maximize client retention and capitalize on opportunities to expand the relationship. Supporting RPS Sales in the acquisition of new business relationships. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Series 6 and 63 obtained within 6 months of hire into position Preferred: 5+ years of retirement plan industry experience Ability to develop, articulate and implement strategies to optimize client relationships. Ability to work effectively as a member of a team. Ability to use analytical tools and industry publications to gather information to be used in client communications and to think independently and proactively about how to best convey information. Exceptional client service skills Exceptional consultative skills FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full-time remote work. An ideal candidate would reside in PA, NJ, NY, MA, CT, RI, VT, NH, or ME. Base Salary Ranges Please review the job posting for the location of this specific opportunity. $85,500.00 - $146,000.00 for the location of: Maryland, Colorado, Washington and remote workers $85,500.00 - $146,000.00 for the location of: Washington, D.C. $85,500.00 - $146,000.00 for the location of: New York, California Placement within the range provided above is based on the individual's relevant experience and skills for the role. Base salary is only one component of our total compensation package. Employees may be eligible for a discretionary bonus, which is determined upon company and individual performance. This job posting is expected to be available until: 05/15/2026 Commitment to Diversity, Equity, and Inclusion At T. Rowe Price, our associates are our greatest asset. We thrive because our company culture is built on inclusion and because we sustain a work environment where associates can bring their best selves to work every day. The backgrounds, talents, and experiences of our global associates allow us to embrace new ideas and perspectives that move our business priorities forward and enable us to deliver strong client outcomes. Here, you can expect equal opportunity and fair and consistent treatment for all. Benefits We value your goals and needs, at work and in life. As an associate, you'll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you. Featured employee benefits to enrich your life: Competitive compensation Annual bonus eligibility A generous retirement plan Hybrid work schedule Health and wellness benefits, including online therapy Paid time off for vacation, illness, medical appointments, and volunteering days Family care resources, including fertility and adoption benefits Learn more about our benefits. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. This active posting is for a Client Relationship Consultant role: Client Relationship Consultant 1, Client Relationship Consultant 2, Client Relationship Consultant 3, and Client Relationship Consultant 4. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting. We have full time openings at our Portsmouth, Worthington Hills, Grandview Kroger, Bexley, and Dublin Offices. We have a part time opening at our Worthington Hills Office. Client Relationship Consultant 1 Basic Qualifications * High school diploma or equivalent * Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Basic knowledge of applicable bank and branch policies, procedures and support systems * Proven customer service and interpersonal skills * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 2 Basic Qualifications * High school diploma or equivalent * Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Thorough knowledge of applicable bank and branch policies, procedures and support systems * Proven customer service and interpersonal skills * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 3 Basic Qualifications * High school diploma or equivalent * Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Thorough knowledge of applicable bank and branch policies, procedures and support systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred Client Relationship Consultant 4 Basic Qualifications * High school diploma or equivalent * Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience * Proven ability to build and foster relationships with clients through proactive outreach and follow up * Ability to effectively engage and communicate with clients * Advanced knowledge of applicable bank and branch policies, procedures and support systems * Thorough knowledge of all retail products and services * Proven customer service and interpersonal skills * Experience in participating in sales campaigns/promotions * Experience with using and demonstrating digital products and self-service technologies * Ability to explore and identify a customer's true needs while leveraging a digital first mindset * Demonstrated advanced level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively * Experience in the financial services industry preferred #BranchEast If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Sr Client Relationship Mgr GB - SA08HE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Hartford is seeking a Senior Client Relationship Manager. This role manages a defined book of business from implementation through ongoing account management, serving as the primary support for pre-sales finalist presentations, customer satisfaction, persistency, growth, and profitability. Responsibilities: Ongoing Service (80%): Responsible for managing a defined book of business (BOB, target $60M annual premium) consisting of National Accounts. This includes meeting with customers based on each customer's preference and needs, which is typically 1 - 2 times per year. This may likely include out-of-state travel. Partners with Client Consultant to assist with on-going service-related matters. Sets appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration. Review Tax Services with customers on an annual basis to ensure Tax reporting is correct. As needed, coordinate execution of a revised tax services agreement. Effective Customer Service Administration / Issue resolution (liaison with underwriting, claims, billing, etc.). Coordinates the day-to-day service and administrative requirements by effectively assessing customer concerns, networking with the appropriate resources and providing creative solutions to customer needs. Effectively utilizes support staff and HO customer service resources when appropriate. Effective Pro-Active Customer / Broker Interface. Effectively plans for and schedules meetings with clients with a specific pro-active agenda. Promotes Value Added Services and new products, services and offerings. Ensures contract features and benefits meet client's ongoing needs and administrative procedures. Make recommendations for change where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape (mergers & acquisitions). Identifies and coordinates annual enrollment activity/communication requirements. Actively supports Book of Business growth objectives by identifying and pursuing opportunities for new and/or increased lines of coverage in conjunction with the Account Executive and VAE Partners with Account Executive to educate and develop relationships with Brokers and their staff. Collaboration with internal business partners to address Customer needs. Develops and executes comprehensive book of business strategy consistent with organizational initiatives, profitability & persistency targets, segment requirements, and individual customer's needs. Drives the renewal process in collaboration with the National Account Executive and the Underwriter, engaging other business partners as appropriate. Primary liaison between customer, producer, underwriter, voluntary sales manager and internal business partners to ensure customer needs are addressed, bringing in the right resources at the right time. This includes keeping the Account Executive informed, engaging them as needed. Partner with Voluntary Support Team for any voluntary and/or enrollment activities Maintains all areas of the customer specific records in the appropriate systems. Maintains all appropriate case correspondence and relevant account management information, per the Document Management guidelines. Identifies opportunities for process improvement, for the benefit of individual customers and the broader customer base and takes action as appropriate. Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers At least once annually and each time there is a new Employer Benefits/HR Contact, provide Plan Administration review to Employers including, but not limited to portability/conversion, continuation provisions, instructions for calculating premium and premium remittance etc. Consults with customers to manage ongoing changes to reporting that align with our standard offering. Works with business partners to implement eligibility feeds and then helps facilitate ongoing issue resolution and file feed changes. Participates in special projects which support organizational needs, effectively assessing and communicating business impacts. Attends and participates in all mandatory training, meetings, etc. Implementation (10%): Partners with Implementation Team and Account Executive, including attending calls. Attends face-to-face meetings, as needed. Partners with Implementation Team to set appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration. Partner with Voluntary Support Team for any voluntary activities Conduct Employer Portal onboarding Conducts Welcome Call Presale/Add Issue Submissions (10%): Partners with Account Executive and Underwriting on plan design and rate negotiations for Add Issue business Actively supports pre-sale / finalist activities in conjunction with internal business partners. This includes occasional travel to participate in finalist meetings, typically on short notice. Qualifications: A minimum of 7 years account management experience Group Benefits experience strongly preferred with an emphasis on account management, sales, or underwriting on 5,000+ lives. 4-year college degree or equivalency strongly preferred Group Life & Health license required based on assigned book of business; must complete ongoing Continuing Education requirements in a timely manner to maintain license(s) Group Benefits Disability Specialist designation required within 1 year Travel is required approximately 20% of the time. *Territory is the US East Coast; ideal candidate will sit in the Eastern/ will consider Central Standard time zone* This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $88,560 - $132,840 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits

External Description: Oversees assigned complex client relationships, ensuring satisfaction, a swift response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. Identifies account growth opportunities based on client goals that may cross multiple business unit services/offerings and reviews with clients to ensure their needs are met. Responsible for relationships that are typically moderately sized and may span multiple products/services. Provides guidance to less experienced professionals and may provide secondary support on a large or key relationship under the guidance of functional managers. Responsibilities Becoming a trusted resource for retirement plan advisors who are critical to the success of RPS. Consulting on investment vehicles, participant services and plan design solutions that will enhance AUM retention and expansion. Understanding advisor needs, business model and point of view while helping them manage their retirement plan clients. Consulting on legislative and regulatory developments, reviewing investment options, and monitoring of plan related fees. Supporting RPS Sales in the acquisition of new business relationships. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Series 6 and 63 licenses Preferred: 5+ years of retirement industry experience working with plan advisors. Ability to develop, articulate and implement strategies to optimize advisor relationships based on knowledge of their business model and practices. Ability to work effectively as a member of a team. Ability to use analytical tools and industry publications to gather information. Exceptional client service, communication, and consulting skills. FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. May consider a telework schedule. City: State: Community / Marketing Title: Senior Client Relationship Manager Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.

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. 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. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

will be fully remote and can be hired anywhere in the continental U.S._** The Client Experience & Loyalty manager will drive the strategic development, operational execution and ongoing client experience lifecycle to increase customer satisfaction, loyalty, and lifetime value, as well as reduce churn. This role sits at the intersection of marketing, sales, service, and revenue operations, collaborating across internal teams to deliver go-to-market programs and the Optiv Promise. The primary goal is to build long-term relationships with clients to develop ongoing business and increase client satisfaction. **How you'll make an impact** + In partnership with the GTM team, own the voice of the client across all channels and touchpoints and serve as the point of contact for high-value or at-risk clients + Manage client satisfaction surveys. Use data to drive continuous improvement in client interactions and service delivery + Build an ongoing feedback framework to collect and assess feedback and provide ongoing improvements + Increase referral rate, i.e., client's willingness to recommend/refer Optiv + Expand existing Client Loyalty program to improve lifetime experience + Analyze customer data to track client behavior preferences and feedback to identify trends and opportunities + Foster a culture centered around client advocacy, responsiveness, and continuous improvement + Collaborate with enablement teams to ensure alignment of training offerings + Partner with finance and revenue teams to understand ROI of client retention strategies + In partnership with Sales and Enablement, operationalize and track the Optiv Promise + In partnership with the Portfolio Manager, stay on top of industry trends, technology, and client requirements to inform strategic direction + Monitor client engagement trends to identify attrition risks early + Implement best practices for onboarding, adoption, and customer lifecycle management + Collaborate with Marketing to provide recommendations on client events and provide executive support + Collaborate with Client Advisory teams to receive client feedback on existing offerings, understand customer adoption and client satisfaction, receiving and managing field feedback + Performs other duties as assigned + Complies with all policies and standards **What we're looking for** + Bachelor's Degree preferred or a related field + 4-7 years proven customer-facing sales, relationship management, escalation management, or customer success experience, preferably within the cybersecurity industry + Confident leading meetings with external executive stakeholders, making and influencing decisions, documenting progress, and resolving issues quickly and collaboratively + Familiarity with Salesforce Reporting, Dashboards, CPQ, and Opportunities is preferred + Experience in untangling complex processes, and providing succinct, data-driven recommendations to leaders + Proven success in building and maintaining relationships with senior leaders + Ability to clearly articulate information into simple, digestible, and actionable messages across all levels of the company, including the executive team, and bring people on the journey \#LI-SM \#LI-Remote **What you can expect from Optiv** + A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups (************************************************ . + Work/life balance + Professional training resources + Creative problem-solving and the ability to tackle unique, complex projects + Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. + The ability and technology necessary to productively work remotely/from home (where applicable) **EEO Statement** Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice (************************************************** . If you sign up to receive notifications of job postings, you may unsubscribe at any time.

will be fully remote and can be hired anywhere in the continental U.S. The Client Experience & Loyalty manager will drive the strategic development, operational execution and ongoing client experience lifecycle to increase customer satisfaction, loyalty, and lifetime value, as well as reduce churn. This role sits at the intersection of marketing, sales, service, and revenue operations, collaborating across internal teams to deliver go-to-market programs and the Optiv Promise. The primary goal is to build long-term relationships with clients to develop ongoing business and increase client satisfaction. How you'll make an impact * In partnership with the GTM team, own the voice of the client across all channels and touchpoints and serve as the point of contact for high-value or at-risk clients * Manage client satisfaction surveys. Use data to drive continuous improvement in client interactions and service delivery * Build an ongoing feedback framework to collect and assess feedback and provide ongoing improvements * Increase referral rate, i.e., client's willingness to recommend/refer Optiv * Expand existing Client Loyalty program to improve lifetime experience * Analyze customer data to track client behavior preferences and feedback to identify trends and opportunities * Foster a culture centered around client advocacy, responsiveness, and continuous improvement * Collaborate with enablement teams to ensure alignment of training offerings * Partner with finance and revenue teams to understand ROI of client retention strategies * In partnership with Sales and Enablement, operationalize and track the Optiv Promise * In partnership with the Portfolio Manager, stay on top of industry trends, technology, and client requirements to inform strategic direction * Monitor client engagement trends to identify attrition risks early * Implement best practices for onboarding, adoption, and customer lifecycle management * Collaborate with Marketing to provide recommendations on client events and provide executive support * Collaborate with Client Advisory teams to receive client feedback on existing offerings, understand customer adoption and client satisfaction, receiving and managing field feedback * Performs other duties as assigned * Complies with all policies and standards What we're looking for * Bachelor's Degree preferred or a related field * 4-7 years proven customer-facing sales, relationship management, escalation management, or customer success experience, preferably within the cybersecurity industry * Confident leading meetings with external executive stakeholders, making and influencing decisions, documenting progress, and resolving issues quickly and collaboratively * Familiarity with Salesforce Reporting, Dashboards, CPQ, and Opportunities is preferred * Experience in untangling complex processes, and providing succinct, data-driven recommendations to leaders * Proven success in building and maintaining relationships with senior leaders * Ability to clearly articulate information into simple, digestible, and actionable messages across all levels of the company, including the executive team, and bring people on the journey #LI-SM #LI-Remote What you can expect from Optiv * A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups. * Work/life balance * Professional training resources * Creative problem-solving and the ability to tackle unique, complex projects * Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. * The ability and technology necessary to productively work remotely/from home (where applicable) EEO Statement Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.

Pepper Pike, Ohio **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

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