Account Manager jobs at KBKG

Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team! In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards. The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives. The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements. This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday). What You Will Do: * Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives. * Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members. * Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document. * Collaborate with senior leadership to develop strategies and ensure timely, effective implementation. * Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates. * Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends. * Establish and maintain comprehensive documentation for all business processes with appropriate controls. * Utilize data-driven analysis to continuously optimize call center operations and performance metrics. * Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team. * Support testing and implementation of new programs and technologies within the contact center environment. * Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives. * Communicate with Agency field operations as needed to ensure alignment and support business objectives. * Complete ad hoc requests, as needed. What You Can Bring: * High School Diploma or Equivalent. * Associate degree and/or equivalent work experience. * Minimum 5 years' experience in telemarketing/sales management. * Life insurance or financial industry experience preferred. * Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs. * Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership. * Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions. * Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members. * Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset. * Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: 7677 Henneman Way, McKinney, Texas

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

Innovate with purpose At BILL, we believe in empowering the businesses that drive our economy. By replacing outdated financial processes with innovative tools, we help businesses-from startups to established brands-make smarter decisions and gain control of their operations. And we don't stop there: we're creating the future of financial automation so businesses can spend more time on what matters. Working here means you become part of a vision-driven team that's ready to tackle challenges and build cutting-edge solutions. We value purpose, drive, and curiosity-and we thrive in a fast-paced, ever-changing environment. Whether in one of our offices in San Jose, CA, Draper, UT, or working remotely, BILLders collaborate to deliver real impact for businesses that need more time in their busy weeks. BILL builds high performing teams and we seek to hire the best talent for every role. We're committed to building a workplace that fosters inclusion and diverse perspectives, valuing each person's unique skills and experiences. We'd love to hear from you-you might be just what we're looking for, whether in this role or another. ✨ Let's give businesses more time for what matters. BILL is seeking an Enterprise Account Executive, Supplier Growth to streamline enterprise supplier payment processes with a comprehensive automated solution. The Enterprise Account Executive, Supplier Growth is a highly strategic role that is responsible for engaging and selling our Accounts Receivable solutions into Enterprise/ Corporate suppliers while acting as a trusted advisor to their growing portfolio of customers. This position will serve as a dedicated outbound sales expert, achieving assigned quotas, gathering / entering and analyzing data, and exceeding customer and stakeholder expectations. Make your impact within a rapidly growing Fintech Company Working with the Director of Sales, Supplier Growth, to deliver against sales targets while selling BILL's B2B payment capabilities to Enterprise/Corporate suppliers' treasury organization Manage the sales cycle: generate a sales pipeline of opportunities and progress through the sales process to booking; grow your sales funnel through data analysis, collaboration, relationship building; maintain sales operational requirements including documentation in CRM and internal communications in accordance with best practices for forecasting Build a book of business: conduct business reviews, regular health check and other customer touch points; monitor customer adoption, retention and annual revenue; provide customers with value driven insights, recommendations, and superior service; work cross-functionally to resolve customer escalations Be the Voice of the Customer: work with Marketing to contribute to GTM playbook; champion customer user experience with Product to drive enhancements; maintain deep industry knowledge Professionally represent BILL through effective relationship management that drives customer excitement and engagement Maintain a strong sense of urgency with a high amount of focus towards company objectives We'd love to chat if you have: 5+ years of sales experience, preferably selling a SaaS solutions, treasury products or payment solutions to Enterprise/Corporate executives and corporate finance (CFO, Treasurer, Controller and Accounts Receivable functions) Ability to creatively drive build, design, and execute customer sales program adoption strategies that drive sales performance, boost morale and create financial results for the organization Strong analytical skills demonstrated through data analysis and customer interactions, uncovering customer needs and potential solutions. Experience in managing complex sales cycles with multiple stakeholders, including customer implementations and building meaningful customer relationships Proven track record in conflict management and working effectively with diverse populations, leveraging strong consulting skills to drive business value Self-motivated and team-oriented, with a passion for exceeding customer expectations and a commitment to continuous learning and improvement. Bachelors' degree is preferred or similar experience Up to 25% travel may be required Visa Sponsorship: Please note that this position is not eligible for visa sponsorship. Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future. #hiringnow This role is eligible to participate in BILL's sales incentive and equity plans. Our ranges for each role and job level are based on a variety of factors including candidate experience, expertise, and geographic location and may vary from the amounts listed above. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. The On Target Earnings (OTE) range noted below are remote based roles in the specific geographic zone Zone 1- San Francisco Bay Area CA (includes HQ), New York City, Seattle, Los Angeles County$263,100-$329,200 USDZone 2- CA (Non San Francisco Bay Area and Los Angeles County), Austin TX, Massachusetts$236,800-$296,300 USDZone 3 -Utah (includes Utah office), Houston TX, Florida, North Carolina$223,600-$279,800 USD What's in it for you? Redefining how businesses automate their work is a fast-paced, exciting, and fun environment. But we also have benefits and perks to ensure the magic isn't only experienced by our customers, but by our employees as well. Here is a preview of some of the amazing benefits here at BILL: 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP) HSA & FSA accounts Life Insurance, Long & Short-term disability coverage Employee Assistance Program (EAP) 11+ Observed holidays and wellness days and flexible time off Employee Stock Purchase Program with employee discounts Wellness & Fitness initiatives Employee recognition and referral programs And much more Don't believe us? Check out our culture, benefits, and teams on our career site, LinkedIn Life, or YouTube pages. BILL is an Equal Opportunity Employer. We believe our best ideas come from the unique stories, perspectives, and experiences of our team members. We welcome people of all backgrounds, abilities, and identities to bring their authentic selves and contribute to our culture. We are committed to a transparent, inclusive hiring process that reflects our values. If you need accommodations at any stage, please contact interviewaccommodations@hq.bill.com. Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants.

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

Job DescriptionDescription: The Account Executive (AE) role at Recovery.com is pivotal to our mission of connecting individuals with the right treatment centers to support their recovery journey. AEs are the frontline ambassadors of our brand, responsible for nurturing client relationships and ensuring that our advertising partners achieve their business goals. How you know you're being successful You have high client retention and expansion You meet or exceed monthly and quarterly revenue targets You maintain strong satisfaction scores across your account base Work Location Remote within the North East; proximity near a major airport preferred We'll expect you to do things like Establish and maintain strong relationships with treatment centers Act as the budgetary point of contact and trusted advisor for clients, addressing their needs and concerns around budget expansion and contraction promptly and effectively Participate in initial performance reviews to ensure client satisfaction and optimal budget allocation Develop and implement strategies to expand client budgets and increase revenue where appropriate Reach out to the customer to request a call or facilitate a budget expansion conversation at the next performance meeting, if applicable Achieve and maintain a high client and revenue retention rate, with net revenue retention exceeding 100% Identify good-fit customers for Recovery.com that have high-growth potential Ensure a high level of client satisfaction as measured by surveys and feedback Establish KPIs or campaign goals during discovery, including a target CPA benchmark Successfully manage client budgets to ensure optimal ad spend and prevent over-delivery Actively represent our company and engage with the Recovery.com community on major social media platforms, such as LinkedIn Collaborate cross-functionally and take initiative to solve problems and drive results Required Qualifications 3+ years of experience in a similar role (sales or as a customer-facing representative) Experience managing and maintaining client relationships Industry experience in digital marketing sales, or SaaS preferred Strong written and verbal communication skills What we think will improve your chances of success Previous experience in a Customer Success, Sales, or customer-facing role Experience or ability to learn and multitask across platforms, including our CRM system Additional working or volunteer experience in the mental health or addiction recovery sector Demonstrated time management and prioritization skills Experience working with cross-functional teams to achieve business development or sales KPIs Travel Expectations Approximately 20-30% travel for company gatherings, as well as client visits and conferences across the Northeast territory, which includes: ME, VT, NH, MA, RI, CT, NY, NJ, PA, DE, MD, DC, VA, and WV. Compensation The base salary range for this position is $80,000-95,000, plus $40,000 commission (uncapped) and eligible benefits. Compensation may be adjusted based on tenure and experience. Total Compensation: $120,000 - $135,000 OTE (base plus commission) Equity Options In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth. Quarterly Bonus An additional 10% of base earnings is paid out quarterly when the company meets its revenue target. Benefits and Perks This role is eligible for the following benefits and perks: Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents) Short- and long-term disability and basic life insurance 401K (100% company match up to 3% and 50% on the next 2%) Paid time off, paid holidays, and leaves of absence Education Assistance (for educational coursework directly related to your role) Flexible hybrid and work-from-home policy Physical Requirements Sit down and operate a computer for extended periods Able to work in an open office environment Lift items weighing up to 15 lbs About Recovery.com Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment. Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years. Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com: Regularly show compassion and empathy for customers, patients, and fellow colleagues Display vulnerability by demonstrating authenticity with themselves and encouraging it in others Strive for growth and humbly seek to improve in all aspects of work Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well Embrace creativity by testing the norms and being open to new ideas Equal Opportunity Statement Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce. Requirements:

External Description: A solutions-oriented service organization that is accountable for the client's operational service experience by providing proactive single point of contact, targeted and enriched approach to servicing while delivering and developing best of class capabilities. Role Summary The Client Account Services Sr. Manager - Insurance is responsible for managing the end-to-end service experience for our insurance clients and supporting complex client onboarding efforts. This role requires extensive liaising between internal and external stakeholders to customize service models to meet client requirements, particularly those in the insurance sector with significant AUM at T. Rowe Price. The Sr. Manager will be responsible for high-volume account-specific client inquiries, ensuring timely and accurate responses to maintain client satisfaction. Additionally, the Sr. Manager will hold regular operational due diligence meetings with these clients to maintain strong relationships and identify areas for improvement. The position is regionally focused but may involve working on client service projects from other regions as needed, forming part of the global Client Account Management function. Responsibilities Research best practices and competitive practices to develop recommendations for changes to client operations processes and protocols. Services the ongoing investment operational needs of complex clients, including identifying data trends and analysis to support operational needs. Consults with clients and addresses highly complex, nonstandard servicing requirements. Raises awareness and teaches others how and when to escalate issues. Communicates on a regular basis with highly complex and challenging clients and their service providers to deliver high-quality services. Monitors risk and engages in problem solving by critically questioning and analyzing practices that impact the client experience. Recommends process changes to client operations that will have impact across T. Rowe Price clients based on expertise and knowledge of best practices. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements. Works with internal and external contacts to identify opportunities to improve business processes and to increase the level of client service Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 8+ years of total relevant work experience Preferred: Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication and interpersonal skills and the ability to build relationships at all levels of the organization Proven ability to work in a team environment with a strong sense of urgency Highly motivated with demonstrated initiative and the ability to work independently Experience working directly with asset management division of insurance business and with insurance-focused regulatory inquiries & reporting Experience and expertise in fixed income markets, securities, and derivatives instruments FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Client Account Services Sr. Manager - Insurance 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.

External Description: The Client Account Services (CAS) team is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. The group has a high level of teamwork, sharing expertise and experience to provide exemplary service to our TRP clients. The team partners with multiple internal groups and external entities, as/if needed, to support client needs. Role Summary The CAS Manager is responsible for the day to day servicing of our institutional clients holding separate accounts, sub-advised and proprietary products. During the onboarding of a new client, the Manager is accountable for partnering with a Client Implementation Manager (CIM) during that process to learn and understand the client's servicing expectations. At the time onboarding is complete, the Service Manager takes over the relationship, owning the day-to-day servicing of the client, ensuring that all inquiries, requests, and service requirements are met/addressed. Service requests include, but are not limited to, leading Investment Management Agreement updates, fee payment modifications, reporting requests, coordination of restricted lists, reconciliation inquiries, establishing new market openings and participation of new counterparty agreements. Strong partnership is expected with the Distribution Relationship Managers, ensuring we are showing up as “One T. Rowe” to the client. Strong partnership to manage service requests is also needed with Investments, Legal, Investment and Trading Solutions, Investment Compliance, Global Investment Operations, Global Client Investment Reporting, and other groups throughout TRP. The Manager exercises proven judgment and discretion in analyzing, evaluating, and executing on servicing complex institutional clients with little direction. Responsibilities Oversees and manages client operations and administration support activities for clients. Services clients through the client life cycle, resolves complex operational issues, and monitors requests through execution. Escalates complex issues and requests to more senior staff as needed. Analyzes data to develop informed operating or servicing agreements. Negotiates operational servicing requirements based on analysis. Facilitates resolution of complex operational needs and escalates complex, nonstandard servicing requirements and engages more senior staff to develop applicable solution to highly complex operational issues. Communicates on a regular basis with complex and challenging clients and their service providers to deliver high-quality services. Facilitates the communication of information to internal parties. Ensures resolution activities are in accordance with the local regulatory requirements. Leads internal activities and initiatives designed to improve the client operations process and ensure a high-quality client experience. Helps develop process improvements. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 5+ years of total relevant work experience Preferred: Excellent knowledge of the asset management business and investment products Excellent client service skills Excellent time management skills Ability to manage multiple, competing projects, priorities, and sensitive issues Strong prioritization skills and decision-making skills Excellent analytical skills and attention to detail, accuracy, and deadlines Excellent communication (verbal and written) and interpersonal skills and the ability to build relationships at all levels of the organization Proven ability to work in a team environment with a strong sense of urgency Highly motivated with demonstrated initiative and the ability to work independently FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States (e.g., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant work status). City: State: Community / Marketing Title: Manager, Client Account Services 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.

JOB SUMMARYAs the Conflict Checks Manager, you will play a critical role in protecting the integrity of our client acceptance and engagement processes. You will oversee the day-to-day operation of the firm's conflict checking and entity independence verification processes, helping engagement teams navigate independence and ethics risks by reviewing, clearing, and escalating conflicts identified by firm's conflict checking system. The team is collaborative, high-performing, and responsible for upholding the firm's highest standards of independence and professional ethics. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office, ensuring alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Manage the daily conflict check process by reviewing flagged conflicts, researching client relationships, and assisting teams in assessing independence risks prior to client acceptance Evaluate conflict check submissions from engagement teams, resolving issues when possible and escalating complex matters to the Independence and Ethics Compliance Leader or Independence Committee as appropriate Provide comprehensive support during the investment audit process, including tracking auditee selections, conducting initial evaluations of findings, and escalating significant issues for further review Monitor independence-related developments from regulatory bodies (such as AICPA, PCAOB, SEC, DOL, and GAO) and assess their impact on firm policies and processes Maintain and enhance conflict monitoring tools and systems (e.g., Intapp, Entity-tree management), ensuring accurate setup and effective integration across platforms Respond to independence and ethics-related inquiries from UHY engagement teams and international network firms, conducting initial analysis and providing preliminary guidance Support the development and improvement of firm training on conflict checks and independence, offering feedback based on practical conflict resolution experience. Conduct thorough conflict checks for professional services engagements, leveraging prior experience to ensure compliance and accuracy Collaboration and Monitoring of Quality Control with Leadership Actively contribute to the firm's system of quality management by participating in bimonthly UHY LLP Management Committee meetings, where you help shape, update, and communicate firm-wide policies Understand the quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to independence and ethics Partner with colleagues in the UHY LLP National Office to thoroughly review and enhance the firm's system of quality management as it pertains to independence and ethics, ensuring that best practices are consistently understood and applied Assist with the review and performance of conflict-checks over documentation of processes and controls, including the design of effective monitoring controls to monitor the firm's system of quality management Maintain professional relationships with independence personnel in the UHY international network firms, ensuring consistency and responsiveness across firm engagements Supervisory responsibilities Supervisory or team leadership experience vise staff and other resources, as appropriate, during projects and other initiatives Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings. Required education and experience Bachelor's degree in accounting, business, or related field 6+ years of experience in public accounting or professional services firm, including 2+ years working in risk, independence, or compliance Demonstrated ability to manage and resolve complex independence/conflict issues Preferred education and experience Supervisory or team leadership experience CPA, CCEP, or similar professional certification Experience with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Knowledge of Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO Familiarity with GASB standards Experience with Intapp, Deltek Maconomy, and Salesforce Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYJoin a dynamic, high-energy team dedicated to achieving excellence in audit quality! If you're looking to grow your career in a public accounting atmosphere while taking on impactful responsibilities and projects with our National Office team, without the demanding busy season hours, this is the perfect role for you. Our team values flexibility, offering remote or hybrid work options, and prioritizes work-life balance to create a supportive and rewarding environment. The National Office Manager is a core member of the firm's National Office responsible for assisting with the overall administration, direction, and monitoring of the firm's attest practice and system of quality management. Key responsibilities include assisting in UHY LLP's ongoing implementation of the new quality management standards; International Quality Management Standards (ISQM) promulgated by the International Auditing and Assurance Standards Board, the Statement on Quality Management Standards (SQMS) promulgated by the American Institute of Certified Public Accountants, and the proposed QC 1000 put forth by the Public Company Accounting Oversight Board. This position collaborates with the other members of the National Office and works directly with the UHY LLP Managing Partner and the UHY LLP Management Committee. Regular duties include (but are not limited to): Monitoring of Quality Control with Leadership Prepare for and participate in UHY LLP Leadership Committee Meetings, which include the bi-weekly UHY LLP Management Committee (Management Committee) meetings and monthly Attest Leader meetings, including preparing recurring data for review and writing new and revising current policies for approval Understand the New Quality Control Standards as Well as Our Firm's Current System of Quality Management to develop processes, controls, and monitoring to assure compliance Work with other National Office colleagues to understand and validate our current system of quality management Develop an understanding of the requirements of the quality management standards put forth by the AICPA, IAASB, and PCAOB Collaborate with stakeholders across UHY to gain an understanding of the risks to quality objectives as defined by the quality management statements Assist with the review and documentation of processes and controls, including designing effective monitoring controls to monitor the firm's system of quality management Train and Educate UHY stakeholders about new quality management standards Educate stakeholders in the organization about new quality management standards and their importance to the growth and health of UHY Train stakeholders in understanding their roles in risk assessment and operational processes to identify and mitigate threats to the quality objectives Design and implement controls to address risks to quality objectives Design controls to respond to the risks to quality objectives and work with stakeholders to implement controls Create and document policies and procedures as needed and enhance our system of quality management Monitoring Assist with remediation of PCAOB inspection comments, including assessment of root causes of comments, determining the remediation steps required, implementing changes in quality control, and performing a post-implementation effectiveness assessment of the remediation steps taken to be provided to the PCAOB Designing and operate monitoring controls to assess the effectiveness of our system of quality management Create documentation and workpapers to record the monitoring of controls and assist those ultimately charged with the responsibility for the system to quality management to determine if the system of quality management is functioning properly Root Cause Analysis Perform root cause analysis of identified deficiencies, establish, or revise controls as necessary, implement the necessary changes, and document the process Evaluate, Develop, and Implement new Audit Software, Tools, and Technology Lead the National Office team to evaluate the sufficiency of audit software, tools and technology used in our attest practice. Work with cross-functional teams to assess current software needs of the attest practice, identify software solutions, evaluate the viability of solutions, and lead the implementation of new software, including developing practice aids, workpaper templates, and training to support new data analytics software, data validation software, and AI powered audit tools Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions or remotely Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time WHAT WE ARE LOOKING FOR Required education and experience Bachelor's degree in accounting, finance, or a related field A minimum of 4 to 5 years of progressive audit or advisory experience in a medium to large public accounting firm or progressive experience at a company subject to ICFR audits. Active Certified Public Accountant (CPA) license required. Excellent analytical, technical, and auditing skills including proficiency in US GAAP, GAAS, and PCAOB (Public Company Accounting Oversight Board) rules and standards. Experience with International Standards of Quality Management is beneficial but not required. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. DIVERSITY, EQUITY & INCLUSION We are committed to furthering our DE&I journey through building a diverse professional community based on equitable treatment for all and a collaborative culture that values inclusion. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

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

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

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

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

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

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

Pepper Pike, Ohio;Canfield, 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

Pepper Pike, Ohio;Canfield, 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