Relationship Manager jobs at National Veterinary Associates

Title: Sr. Client Success Manager Type: Full-time Comp: $95-$110k + 10% bonus (& travel expenses) Responsibilities: Develop & execute a customized Program Management Plan to meet Clients' safety program objectives Be the main point of contact for the Client from deployment through to renewal Build strong relationships resulting in high levels of client engagement with assigned accounts During deployment responsible for designing and configuring the platform to meet the unique needs of the client and ensure it helps to solve their problems Act as a subject matter expert and consult on topics including change management, communication strategy, risk management, coaching techniques and more Work with cross-functional teams to ensure smooth execution of installations, training and customer support Serve as point of contact for client escalation issues Create and deliver effective onsite and web-based training and best practice presentations Present data analytics highlighting program performance and financial metrics to executive level clients Provide day-to-day support to Safety Leaders Partner with Account Team on expansion opportunities and renewal efforts Responsible for delivering high levels of customer satisfaction Must have qualifications: Bachelor's degree, or equivalent years of experience desired 5+ years' experience in an account management role within a fast-paced, commercial products or SaaS environment Strong customer focus, problem resolution & communication skills Experience working with decision makers within an organization Analytical and expert skills with Microsoft Excel Ability to effectively present key performance metrics to executive level clients Great organizational skills for customer and product information Strong technical acumen; ability to learn technical products quickly and work effectively with both technical and non-technical teams. Demonstrated success managing complex projects Experience with managed services, trucking, and fleet industry is highly preferred Ability to travel 10 -15%

We're partnering with a leading industry company to find a talented Customer Success Manager to support their hybrid work environment. This role offers an exciting opportunity to work on impactful projects within a dynamic and innovative team. The application deadline for this role is XX/XX/XXXX. Customer Success Manager Responsibilities: Build and nurture strong client relationships, acting as the main point of contact throughout campaigns. Manage end-to-end campaign setup, including creative production, asset review, and trafficking. Monitor campaign performance, optimize media plans, and deliver insights to maximize results. Collaborate with internal teams to align campaign strategies and ensure client satisfaction. Analyze data, prepare campaign reports, and communicate findings to clients to support ongoing business growth. Customer Success Manager Qualifications: Bachelor's degree in Sales, Advertising, Marketing, or Business. At least 3 years of experience in digital media planning and/or buying. Strong knowledge of industry metrics and advertising ecosystems. Excellent customer service skills with the ability to translate client needs into effective recommendations. Proficiency in Excel, PowerPoint, CRMs, OMSs, ad servers, and related digital media tools. Perks and Benefits: Medical, Dental, and Vision Insurance. Life Insurance. 401(k) Program. Commuter Benefit. eLearning and Ongoing Training. Education Reimbursement. Eligibility requires working over 30 hours per week on an assignment lasting at least 10 weeks.

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $77,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-Citizens6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours #LI-JH1 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours Pay Transparency The salary range for this position is $75,000 - $90,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours #LI-JH1 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's ‘what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens. Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships. Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate “Why Citizens” through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions. Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool Transition prospects seamlessly from initial outreach to warm leads for partners Introduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals. Expand and maintain relationships with internal business partners. Continually build knowledge and capabilities within the industry segment and stay current with competitive trends Required Experience Excellent written and verbal communication skills Experience in proactive outbound sales prospecting Excellent time management and organizational skills Ability to work in a collaborative team environment Business development experience with a proven track record of identifying and transitioning high quality introductions Relevant financial services experience preferred. Familiarity with consumer lending solutions. Familiarity with sales of banking products and services required. Experience with investment product referrals and sales preferred. Knowledgeable of regulatory requirements to ensure a sound control environment. Qualifications, Education, Certifications and/or Other Professional Credentials High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success) Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team. Primary responsibilities include Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions. Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives. Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights. Provide exceptional, high-touch client experiences. Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals. Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens. Leverage Salesforce CRM to track activity. Measures of Success include Growth in net new investment assets in collaboration with Wealth Partners. Growth in new deposits including checking, savings, and CD balances. Growth in lending units and balances through mortgages, home equity lines, and securities-based lending. Client satisfaction survey results. Qualifications, Education, Certifications and/or Other Professional Credentials Bachelor's degree (preferred). 3 - 5 years of banking, wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses required: SIE, Series 6, 7, 63, 65, or 66 licenses, and Life and Health, Accident Insurance Licenses. Additional licenses can be obtained within a specific timeline upon hire. Demonstrated success in a client-centric, initiative-taking sales environment. Experience establishing and maintaining relationships with clients and internal partners. Knowledge of industry regulatory requirements to ensure a sound control environment. Excellent written and verbal communication skills. Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours #LI-JH1 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

GC and USC only ==================== Job Title: R/Python & Stored Procedure Developer NOTE: (Not a Data Science role). Need someone with strong "R" analytics development. Initially working within Python (Linux platform) with some R development experience. JOB SUMMARY: Responsible for development, programming, coding of Information Technology solutions using R/Python. Responsible for documentation of the system, conduct unit tests, peer code reviews and maintenance of internally developed applications, evaluation and performance testing of purchased products. Responsible for including IT Controls to protect the confidentiality, integrity, as well as availability of the application and data processed or output by the application. REQUIREMENTS: •10+ years related work experience, Professional experience with technical design and coding in the IT industry •3+ years experience with R and SQL/Stored Procedures. • Experience with unit testing, release procedures, coding design and documentation protocol as well as change management procedures • In-depth understanding of the systems development life cycle • Require database knowledge in; SQL, DB2/Netezza or SQL Server. • Responsible for development, programming, coding of Information Technology solutions using Python • Responsible for documentation of the system, conduct unit tests, peer code reviews and maintenance of internally developed applications, evaluation and performance testing of purchased products. • Responsible for including IT Controls to protect the confidentiality, integrity, as well as availability of the application and data processed or output by the application. • Excellent understanding of RESTful Architecture style. • We expect the candidate to have ability to take methodical approach to evaluate various libraries with pros and cons to meet business / technical requirements. • Excellent understanding of R and Python programming mode and required libraries. • Must have demonstrated experience working with REST APIs using Python. • Must have demonstrated experience processing batch files using Python • Must have demonstrated experience developing scheduling of batch processes • Proficiency using standard desktop applications such as MS Suite and flowcharting tools such as Visio • High critical thinking skills to evaluate alternatives and present solutions that are consistent with business objectives and strategy PREFERRED QUALIFICATIONS: • Various Domain experience; Health Care, Financial, etc • Experience using Agile, Waterfall, or hybrid methodology • Specific tools, languages and specialty skills may vary

Key Responsibilities: Lead, manage, and develop the Jacksonville regional operations team to ensure brand standards and performance objectives are met. Oversee day-to-day operations for multiple salon locations, including facility management, tenant relations, and service delivery. Drive occupancy and retention by building relationships with salon owners and supporting their business success. Ensure high-quality salon environments through proactive maintenance and vendor management. Analyze financial and operational performance metrics to meet growth and profitability goals. Support marketing and recruiting initiatives to attract top beauty professionals. Collaborate with contractors, vendors, and industry partners to support regional business operations. Foster a strong sense of community among salon professionals to enhance satisfaction and retention. Promote and model the company's core values of leadership, teamwork, and service excellence. Requirements Include: Education: Bachelor's degree required. Experience: Minimum of 8+ years of experience in a front-line client service or operations management role. Multi-location management experience strongly preferred. Experience in retail, hospitality, rental car, or general management industries is highly desirable. Beauty or salon industry experience is not required but considered a plus.

Account Manager - Client Growth & Relationship Focused Employment Type: Full-time, Salaried At Entech, we believe digital transformation starts with people. That's why our approach goes beyond tech-we combine strategy, implementation, and human-centric thinking to solve real business challenges for our clients. We're looking for a strategic, relationship-focused Account Manager to join our company. In this role, you'll drive growth within both new and existing client organizations-building trust, uncovering needs, and delivering solutions that move the needle. If you're energized by deep client engagement and long-term partnerships, this is the opportunity for you. What You'll Do: Build and manage long-term client relationships with a focus on strategic growth Identify and pursue new opportunities within both current client organizations and potential new ones Present tailored IT consulting solutions that address real business challenges Collaborate with internal delivery teams to ensure high-quality execution Act as a strategic advisor-helping clients think ahead and solve emerging issues Monitor client satisfaction and proactively suggest improvements Who You Are: A relationship-builder who earns trust and drives value over time Proven track record of growing accounts and expanding client relationships Skilled at navigating complex organizations and influencing decision-makers Experienced in IT delivery or a business role closely aligned with IT services Strategic and entrepreneurial-you own your book of business and always look for growth Consultative, creative, and naturally client-focused Comfortable balancing relationship expansion with proactive business development What You Bring: 6+ years of relationship management experience with Fortune 1000 clients Background in IT delivery or a business function tied to IT solutions Demonstrated success growing accounts across multiple business units or functions Strong negotiation and stakeholder management skills Ability to create and present custom-fit solutions for diverse client needs Bachelor's degree required What We Offer: Medical, Dental, and Vision coverage 401(k) benefits Paid Time Off (PTO) A full-time, salaried role based onsite/hybrid at our Malvern, PA office A collaborative, entrepreneurial environment where your impact is recognized

We are seeking an experienced Regional Sales Manager, based in the United States, to play a key role in driving our U.S. expansion and accelerating our growth in the market. This position is critical to strengthening our presence, building strategic customer relationships, and unlocking new opportunities across the region. Your primary responsibility is to oversee and lead the USA sales team, develop national sales strategies, and drive revenue growth within the US market. This role requires a deep understanding and knowledge of the US cycling market and the ability to build and maintain strong relationships with clients, such as dealers, distributors, OEM, and sales reps across the Country. With your strategic direction, you can create cohesive sales strategies, target national customer segments effectively, and gain a competitive edge in the national market. This role will support national market competitiveness, driving business success, and elevating brand visibility and recognition on a broader scale. The Role · Develop and implement sales strategies to achieve company goals and expand market presence among the USA. · Conduct market research and analysis to identify new market opportunities, customer needs, and trends in international markets. · Support on recruiting, training, and managing a sales team, including setting sales targets, performance evaluation, and motivation. · Build and maintain strong relationships with dealers, distributors, key-accounts and partners to foster long-term partnerships and business growth. · Develop and manage sales forecasts, budgets, and sales plans to ensure revenue targets are met. · Stay informed about product offerings and understand how they can be tailored to meet the needs of various markets channels. · Negotiate sales agreements, contracts, and terms with clients and distributors, ensuring compliance with local regulations. · Collaborate with other departments such as marketing, operations, and finance to ensure alignment and support for US sales activities. · Generate and present regular reports on US sales performance, market trends, and competitive analysis. · Travel nationally to meet with clients, attend trade shows, and oversee sales operations in different States. The ideal candidate · US citizen with Bachelor's degree in business, international business, marketing, or a related field (Master's degree preferred). · Proven experience in US sales, with a successful track record of achieving sales targets. · Strong knowledge of US cycling market and business practices. · Excellent leadership, communication, and negotiation skills. · Proficiency in multiple languages may be advantageous. · Willingness and ability to travel nationally and internationally as needed. · Strategic thinker with a global mindset. · Strong problem-solving and decision-making skills. · Exceptional interpersonal and relationship-building abilities. · Results-oriented and driven to meet sales targets. · Knowledge and passion for outdoor and or cycling sports is a plus.

We are seeking a dedicated Account Manager to oversee and grow our client relationships within the HVAC and mechanical services sector. The ideal candidate will be responsible for managing accounts, ensuring customer satisfaction, and driving sales growth through strategic account management and project oversight. Key Responsibilities Manage a portfolio of accounts to achieve long-term success Develop positive relationships with clients and act as the main point of contact Identify opportunities for growth within existing accounts Prepare and deliver proposals, service agreements, and project management plans Collaborate with the design and operations teams to ensure client requirements are met Conduct lead generation activities to expand the client base Monitor account health and take proactive steps to ensure client satisfaction Qualifications Proven experience as an Account Manager or similar role Strong sales and account management skills Familiarity with HVAC, mechanical, or MEP services Experience with retrofit projects and facility services Excellent communication and interpersonal skills Ability to prepare and present proposals effectively Strong project management skills and attention to detail Benefits Competitive Salary: $100k - $150k Medical Insurance Health Insurance Dental Insurance Vision Insurance Life Insurance 401(k) Paid Time Off Paid Holidays Email Your Resume In Word To Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also: chris.hansen@cybercoders.com Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : CH10-1853989 -- in the email subject line for your application to be considered.*** Chris Hansen - Executive Recruiter For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa. CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. This job was first posted by CyberCoders on 05/22/2025 and applications will be accepted on an ongoing basis until the position is filled or closed. CyberCoders is proud to be an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. Individuals needing special assistance or an accommodation while seeking employment can contact a member of our Human Resources team at Benefits@CyberCoders.com to make arrangements.

Job Title: Account Manager Industry: Landscaping / Commercial Services Pay: $70,000 - $80,000 About Our Client: Addison Group is hiring on behalf of our client, a leading commercial landscaping services company that provides design, development, maintenance, and enhancement solutions for a variety of clients. They pride themselves on delivering high-quality service and maintaining long-term client relationships. Job Description: We are seeking a hands-on Account Manager to serve as the primary contact for client accounts. This role focuses on relationship building, overseeing field operations, and ensuring the delivery of high-quality landscaping services. You'll drive client satisfaction, retention, and revenue growth while supporting and coaching field teams. Key Responsibilities: Serve as the main point of contact for assigned client accounts. Conduct regular site visits to monitor service quality and client satisfaction. Identify opportunities for enhancement projects and develop proposals. Resolve client issues and address concerns proactively. Partner with Operations and Branch leadership to ensure service expectations are met. Monitor account renewals, financial performance, and profitability. Support hiring, training, and coaching of field crews. Ensure compliance with all safety regulations and branch policies. Maintain accurate records in CRM systems and assist with administrative reporting. Qualifications: 3+ years of experience in customer service, account management, or leadership, preferably in landscaping or a related service industry. Associate's degree in business or related field, or equivalent work experience. Strong client relationship management and communication skills. Proven ability to lead, coach, and develop teams. Proficiency with MS Office and CRM systems. Valid driver's license Background and MVR checks required Additional Details: Reports To: Branch Manager Type: Full-time, On-site Schedule: 40 hours/week, standard business hours Start Date: Typically within 2-3 weeks of 1st interview Interview Process: 1st on-site with Branch Manager; 2nd virtual panel with leadership team Perks: Company vehicle option (fuel and insurance covered; $45/week deduction for personal use) Opportunity to manage and grow accounts within a leading landscaping organization Direct impact on client satisfaction and branch success Benefits (401k, Medical, Dental, Vision): PTO / Paid Time Off Health, Dental, and Vision coverage 401(k) retirement plan Employee stock purchase plan Health & wellness programs Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request

Citco is a global leader in fund services, corporate governance and related asset services with staff across 80 offices worldwide. With more than $1 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients' needs. For more information about Citco, please visit ************* About Mercator by Citco Mercator by Citco is the pioneer of Global Entity Portfolio Management services. Our centralized client service infrastructure means we are able to provide end-to-end support in over 180 jurisdictions worldwide. The majority of our clients are multinational corporations with anywhere upwards from 50 legal entities. They include Fortune 1000, Global 2000 and industry leaders based globally, and covering major business sectors. For more information about Mercator by Citco, please visit **************** Your Role: * Reporting to a Manager based in our global office in Vilnius, Lithuania, you will maintain and develop multiple business relations with clients, Citco offices, law firms and other third parties. * You will help to scale commercial registered agent service in Delaware, maintain necessary accesses, relationships, identify potential clients and successfully develop these business relationships into new clients in US. * You will plan and execute a cohesive business development campaign to maximize the US portfolio from existing international and potential new clients. * You will lead the client servicing and clients accounts within the scope of assigned clients portfolio ensuring that all client queries and requests are processed and coordinate all activities to deliver services: portfolio division, reporting, invoicing, client relationship management, etc. * You will assign, draft, review and file documents and forms drafted for all stages of company lifecycle, i.e. from company incorporation through to dissolution, for clients in various jurisdictions in North America and abroad in accordance to legal requirements with agreed deadlines. * You will perform and/ or monitor statutory state and federal filings with authorities for portfolio of clients. * You will coordinate with junior colleague to conduct due diligence, order certified documents, conduct lien searches, complete UCC filings. * You will assist in coaching and developing team members for their individual advancement and for the benefit of the team. * You will continuously review and make recommendations for improvements to the existing processes and procedures. * You will follow changes in law in all US states which may impact service delivery and ensure that international and/or industry specific legal requirements are met. * You will act as a contact for urgent client matters in the North American time zone, when other global offices are off-line. * You will assist with migration and on boarding of clients. About You: * You have 5- 10 years relevant experience of providing services in corporate law field, entity management, due diligence and corporate maintenance. * You have a Degree in Law from an accredited law school (preferred) or a Bachelor's Degree or paralegal certificate from an approved ABA program. * You have solid experience in providing registered agent service to corporate clients or corporate maintenance services with good understanding of requirements applicable to such service and relevant processes. * You have experience working with large multi-national clients. * You have working experience in client servicing and project management (international exposure is an asset). * You have ability to manage multiple priorities in a fast paced environment. * You are a self-starter, and have the ability to work independently and understand when to escalate. * You have strong attention to detail, analytical, problem solving and communication skills. * You have experience in coaching and developing others. * Notary Public commission would be an advantage. Our Benefits Your well-being is of paramount importance and central to our success here at Citco. Citco offers a comprehensive and competitive total rewards package to support your career success and personal needs. Your base salary will be determined by several factors such as the role, experience, skillset, market conditions, etc. Furthermore, qualifying positions can participate in an annual discretionary bonus pool based on company profitability and individual contributions. Our comprehensive benefits package includes medical, dental, and vision coverage, short and long-term disability benefits, a retirement savings plan, tuition reimbursement, mental health and wellness support, parental leave, and more. Additional details about our total rewards package will be shared during the hiring process. At Citco, we take pride in fostering an inclusive culture by prioritizing the hiring of people from diverse backgrounds. Our culture is a source of pride and strength, fostering innovation, mutual respect, and collaboration. We warmly welcome and encourage applications from people with disabilities. If you require any accommodations to make our recruitment process more accessible for you, please let your recruiter know. As an equal opportunity employer, Citco adheres to making all employment and personnel decisions without discriminating based on race, color, creed, religion, sex, physical disability, mental disability, age, marital status, sexual orientation, citizenship status, national or ethnic origin, or any other protected status. We believe that an inclusive workforce not only enriches our company but also drives us towards greater success. Please note that this job description is not intended to be all-inclusive. Our employees may perform other job-related duties as needed to meet the ongoing needs of our organization.

Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company. Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success. Fitch Learning is seeking a Strategic Learning Partner to join our US team. This client-facing role can be hired at Manager or Director level, depending on experience. It is pivotal in shaping and expanding our client base, with a strong emphasis on sales, business development, product strategy, and in-depth financial services expertise. The ideal candidate will proactively identify and qualify prospects, develop new client relationships, drive growth, and collaboratively design impactful learning solutions. About the Team: Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets. Requires travel approximately 20% to 40% of your time, Fitch Learning is a division of Fitch Group. We provide high quality professional training across the financial services sector, such as in credit risk analysis, wealth management, securities analysis and capital markets around the world through public seminars, corporate seminars, credentials, certification, e-learning and managed services. How You'll Make an Impact: Sales and Business Development Serve as the key contact for developing and nurturing new client relationships, focusing on financial services organizations. Proactively engage clients and prospects using a consultative, strategic approach to understand their business priorities, goals, and learning needs, proposing holistic solutions. Build new accounts through strategic market and client analysis, targeted outreach, and effective networking. Expand existing accounts by leveraging industry knowledge, relationship-building, and referrals from internal partners. Accurately manage client data and information using Salesforce to record and track account developments. Produce and justify regular revenue forecasts based on your pipeline. Oversight of legal contracts for both clients and contractors. Transition secured projects to the program management team for delivery, while retaining oversight of commercial issues and ongoing client relationships. Product Strategy and Content Development Work collaboratively with colleagues to design innovative learning solutions tailored to the needs of financial services clients. Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments. Apply in-depth knowledge of U.S. and global financial markets, products, and client operating environments to inform and enhance the development of new learning and development programs. Ensure that all learning solutions are relevant and responsive to the evolving needs of financial services clients. Develop and determine product pricing strategies. Manage the creation of new content, credentials, and certificates, as well as oversee language translations and updates to existing content. Inform the budget and allocation for product and content development. Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches. Utilize Fitch Learning's resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge. You May be a Good Fit if: Manager: 6+ years of direct B2B sales experience serving financial services clients; 3-5+ years in a relevant functional area (e.g., financial services, corporate credit, wealth management, risk, financial consulting). Director: 10+ years of direct B2B sales experience serving financial services clients; 5+ years in a relevant functional area (as above), with a demonstrated track record of leading complex sales cycles and strategic accounts. Strong background in business development within the US financial services or financial education sector. Experience in developing client strategies and delivering learning solutions. Excellent communication, relationship management, and consultative skills. Strategic mindset and the ability to identify and act on growth opportunities. What Would Make You Stand Out: Deep knowledge of the US financial markets industry. Experience in financial education and learning solution design. Strong consultative, analytical, and strategic thinking skills. Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs. Why Choose Fitch: Hybrid Work Environment: 3 days a week in office required based on your line of business and location. A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity. Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals. Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing. Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively. Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community. Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work. Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. FOR NEW YORK ROLES ONLY: The anticipated base salary for this position is around $140,000. Actual salaries will be determined on an individualized basis and may vary based on factors including but not limited to education, training, experience, past performance, and other job-related factors. Base pay is one part of Fitch's total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, long-term incentives, and other benefits sponsored by Fitch. #LI-MH1 #LI-HYBRID

Fitch Learning is a leader in financial services training. With unrivaled breadth and depth, the company delivers learning solutions for apprentices, graduates, and those with 10+ years' experience in Financial Services. Our offerings include expert faculty, e-learning, coaching, and blended assessments, improving individual and collective business performance. Fitch Learning is a Fitch Solutions company. Working at Fitch Learning provides the opportunity to be part of a global leader in financial education, committed to delivering cutting-edge training solutions. You'll collaborate with a team of experts dedicated to empowering professionals with the skills and knowledge needed to excel in the finance industry. By joining us, you'll be at the forefront of innovation in professional education, contributing to impactful learning experiences that drive career advancement and industry success. Fitch Learning is seeking a Strategic Learning Partner to join our US team. This director-level, strategic role is pivotal in shaping and expanding our client base, with a strong emphasis on sales, business development, product strategy, and in-depth financial services expertise. The ideal candidate will proactively identify and qualify prospects, develop new client relationships, drive growth, and collaboratively design impactful learning solutions. Fitch Learning is seeking a Client Relationship Manager based in our Austin office. The corporate title will be Director. About the Team: Drive business growth at Fitch Learning as a dynamic sales and product strategy professional who will develop strategic client relationships, implement innovative product strategies, and lead complex sales cycles for our premier financial training solutions. Collaborate with global stakeholders to identify opportunities, provide tailored guidance to senior-level clients, and transform prospects into long-term partnerships in the financial services sector. This influential position offers you the opportunity to make a significant impact across our markets. Requires travel approximately 20% to 40% of your time, Fitch Learning is a division of Fitch Group. We provide high quality professional training across the financial services sector, such as in credit risk analysis, wealth management, securities analysis and capital markets around the world through public seminars, corporate seminars, credentials, certification, e-learning and managed services. How You'll Make an Impact: Sales and Business Development Serve as the key contact for developing and nurturing new client relationships, focusing on financial services organizations. Proactively engage clients and prospects using a consultative, strategic approach to understand their business priorities, goals, and learning needs, proposing holistic solutions. Build new accounts through strategic market and client analysis, targeted outreach, and effective networking. Expand existing accounts by leveraging industry knowledge, relationship-building, and referrals from internal partners. Accurately manage client data and information using Salesforce to record and track account developments. Produce and justify regular revenue forecasts based on your pipeline. Oversight of legal contracts for both clients and contractors. Transition secured projects to the program management team for delivery, while retaining oversight of commercial issues and ongoing client relationships. Product Strategy and Content Development Work collaboratively with colleagues to design innovative learning solutions tailored to the needs of financial services clients. Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments. Apply in-depth knowledge of U.S. and global financial markets, products, and client operating environments to inform and enhance the development of new learning and development programs. Ensure that all learning solutions are relevant and responsive to the evolving needs of financial services clients. Develop and determine product pricing strategies. Manage the creation of new content, credentials, and certificates, as well as oversee language translations and updates to existing content. Inform the budget and allocation for product and content development. Partner with Marketing to develop collateral, using various marketing channels and to promote new product launches. Utilize Fitch Learning's resources, including courses, eLearning, and professional certifications, to expand your own industry knowledge. You May be a Good Fit if: 10+ years of work experience in direct business-to-business sales roles with a focus on serving financial services clients. 5+ years of work experience in a relevant functional area such as financial services, corporate credit, wealth management, risk or financial consulting. Have a strong background in business development within the US financial services or financial education sector. Possess experience in developing client strategies and delivering learning solutions. Demonstrate excellent communication, relationship management, and consultative skills. Bring a strategic mindset and the ability to identify and act on growth opportunities. What Would Make You Stand Out: Deep knowledge of the US financial markets industry. Experience in financial education and learning solution design. Strong consultative, analytical, and strategic thinking skills. Proven ability to work effectively in a small, agile team environment, adapting to meet client and organizational needs. Why Choose Fitch: Hybrid Work Environment: 3 days a week in office required based on your line of business and location. A Culture of Learning & Mobility: Dedicated trainings, leadership development and mentorship programs designed to ensure that your time at Fitch will be a continuous learning opportunity. Investing in Your Future: Retirement planning and tuition reimbursement programs that empower you to achieve your short and long-term goals. Promoting Health & Wellbeing: Comprehensive healthcare offerings that enable physical, mental, financial, social, and occupational wellbeing. Supportive Parenting Policies: Family-friendly policies, including a generous global parental leave plan, designed to help you balance career and family life effectively. Inclusive Work Environment: A collaborative workplace where all voices are valued, with Employee Resource Groups that unite and empower our colleagues around the globe Dedication to Giving Back: Paid volunteer days, matched funding for donations and ample opportunities to volunteer in your community. Fitch is committed to providing global securities markets with objective, timely, independent and forward-looking credit opinions. To protect Fitch's credibility and reputation, our employees must take every precaution to avoid conflicts of interest or any appearance of a conflict of interest. Should you be successful in the recruitment process at Fitch Ratings you will be asked to declare any securities holdings and other potential conflicts prior to commencing employment. If you, or your immediate family, have any holdings that may conflict with your work responsibilities, you may be asked to divest yourself of them before beginning work. Fitch is proud to be an Equal Opportunity and Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. #LI-MH1 #LI-HYBRID

Tidewater specializes in the development of cutting-edge marketing campaigns allowing us to create brand awareness for industry leading clients. Our Business Development team is offering an extraordinary PAID internship opportunity for students, and entry level roles for green professionals. We are looking for ambitious and creative forward thinkers, that will engage directly with clients in order to contribute fresh ideas to our sales and marketing teams. Responsibilities include: Scheduling daily sales appointments and meetings Developing and executing innovative marketing campaigns Engaging with consumers to secure accounts and ongoing business Cross training in all departments (Sales, Business Development, Marketing) Staying up to date on product knowledge to provide five-star service This entry level role allows both hands-on experience and classroom training from our nationally recognized management teams. Interns and entry level employees are to represent our company with professionalism and practice honesty and integrity in all business transactions. Qualifications: Ability to thrive in a fast-paced environment with competitive pay options Exhibits a high level of urgency while delivering unmatched client satisfaction Embodies a positive attitude, accountability, and an openness to diversity Takes initiative in order to respond accordingly to any situation that may arise Superb interpersonal and communication skills, both written and verbal Those with experience or interest in any of the following categories will do well in this role: Sales, marketing, customer service, retail, athletics, restaurant, teamwork, training, campaigns, leadership, communication, outreach, advertising, business development, hospitality, adaptability, promotions, teams, clubs, fitness, problem solving, military, entrepreneurship, delivery, negotiation skills, products and services.

About Us Lumina Agency Inc is a forward-thinking communications and branding firm dedicated to elevating the presence and voice of organizations across diverse industries. We blend strategic insight with creative precision to craft messaging that inspires, informs, and connects. Our team values innovation, clarity, and professionalism-delivering impactful communication solutions that drive meaningful results. Job Description We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In this role, you will serve as a trusted partner to clients, ensuring their needs are met, expectations exceeded, and long-term relationships strengthened. You will play a key role in representing our agency with professionalism while supporting day-to-day client communication, coordination, and satisfaction initiatives. Responsibilities Maintain strong, ongoing relationships with clients to ensure a positive and engaging experience. Act as the main point of contact for client inquiries, service updates, and project coordination. Monitor client satisfaction and identify opportunities for improvement or additional support. Prepare and deliver clear reports, updates, and documentation for internal and external stakeholders. Collaborate with internal teams to ensure smooth execution of client needs and service delivery. Assist in onboarding new clients and guiding them through initial processes and expectations. Support the development of strategies to enhance client retention and overall engagement. Qualifications Qualifications Strong communication and interpersonal skills with a client-focused mindset. Ability to manage multiple priorities with professionalism and attention to detail. Problem-solving attitude with the ability to think proactively and offer solutions. Organizational skills and the ability to maintain accurate records and correspondence. Confidence in collaborating with cross-functional teams to support client objectives. Additional Information Benefits Competitive salary range of $56,000 - $60,000 annually. Professional growth and advancement opportunities within the company. Skill development through ongoing training and internal support. Dynamic and supportive work environment. Comprehensive benefits package.