Relationship Manager jobs at Northern Trust - 3324 jobs

A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals. The ideal candidate has over 8 years of experience in tax compliance, exceptional leadership skills, and proficiency in business development. This role offers a hybrid working model and requires CPA or IRS Enrolled Agent Certification. Competitive salary range from $120,000 to $200,000 based on experience. #J-18808-Ljbffr

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. What you have Required qualifications Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 63 license required A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) 3+ years' experience with customer service 3-5 years in a security/financial services capacity Preferred qualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skills Previous experience in a direct client-facing role Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

Head of EMEA and APAC Client Solutions-Investment Management, Alternatives page is loaded## Head of EMEA and APAC Client Solutions-Investment Management, Alternativeslocations: London: Zurichtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR0000056**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Position Overview: The Head of EMEA and APAC Client Solutions is a strategic leadership role and a key member of the Global Client Solutions Leadership team. This individual is responsible for driving revenue growth and market expansion and overseeing client engagement efforts in the EMEA and APAC regions. This role leads the development and implementation of business develop strategies together with practice leadership and manages teams responsible for all phases of the prospect and client journey in the regions. They will work closely with the Global Client Solutions team to ensure a seamless client experience and contribute to the development of new client opportunities.**Job Description:****Key Responsibilities:****Strategic Leadership & Revenue Growth:*** Develop and implement the regional business development and client engagement strategy in alignment with global objectives.* Work with the EMEA and APAC GCS team and Sales Operations to identify areas of development and growth ensuring alignment with the company's growth and client service goals.* Foster a culture of excellence, collaboration, and innovation within the team.**Client Engagement:*** Establish and maintain a robust client engagement framework with appropriate resources across practice areas to enhance the client experience throughout the client life cycle.* Collaborate with investment teams, PIM, CIT and Legal & Compliance to ensure client-centric solutions and services.**Business Development & Market Expansion:*** Lead all pipeline-building activities, including lead generation, qualification, and conversion strategies within the EMEA and APAC regions.* Identify and pursue new market opportunities, emerging client segments, and innovative business channels.* Foster and manage strategic partnerships to enhance market reach and drive business growth**Operational Excellence:*** Streamline regional operations in collaboration with marketing, onboarding, and investment teams.* Champion a data-driven approach to improve processes and client outcomes.**Collaboration & Communication:*** Work closely with the Global Head of Client Solutions, sales operations, regional marketing and regional practice heads to ensure alignment and consistency in client solutions while retaining regional nuance and regulatory awareness.* Communicate effectively with internal and external stakeholders to promote the company's vision and objectives.**Qualifications:*** Bachelor's degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.* 15+ years of progressive experience leading a senior sales or client engagement function within the financial services industry with a data-driven culture.* Strong leadership skills with a track record of building and managing high-performing teams.* Excellent strategic thinking and problem-solving abilities.* Demonstrated ability to drive growth and innovation in a competitive market.* Strong communication and interpersonal skills.* Ability to work collaboratively across global teams and functions.* Multilingual preferred**Reporting Line:**This role reports directly to the Global Head of Client Solutions.Employees of Cambridge Associates Ltd. or an affiliated firm, are prohibited from employment or other association with any company, organization, business, or other entity that is involved in any way with the securities or financial services industry except for those entities that are directly affiliated with Cambridge Associates Ltd. Employees are prohibited from acting as a Trustee or Director of, or accepting a similar position of responsibility with, any entity that is a client of or directly affiliated with a client of Cambridge Associates Ltd. or any of its affiliated companies without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. Employees are prohibited from serving on the investment or finance committee of any company or organization with investable funds, or likely to develop investable funds, without prior written consent from the Chief Compliance Officer of Cambridge Associates Ltd. If applying for the role, you need to inform the Recruiter if there are any potential conflicts with the above.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. Our work helps our clients do good in the world, and we embrace the opportunity to contribute to their positive impact. #J-18808-Ljbffr

A leading global investment firm is seeking a Head of EMEA and APAC Client Solutions to drive revenue growth and oversee client engagement across regions. Candidates should have over 15 years of experience in senior sales roles within the financial services sector, strong leadership and strategic skills, and prefer multilingual abilities. This role involves collaborating with global teams and implementing client-centric strategies to enhance the overall client experience. #J-18808-Ljbffr

A major financial services company is looking for a Relationship Manager in San Francisco to drive sales in the Business Cards & Payments group. This role involves building relationships with small and mid-sized businesses to enhance their financial management. Ideal candidates should have a minimum of 3 years in sales and a proactive, goal-oriented mindset. The position offers a competitive salary and a comprehensive benefits package. #J-18808-Ljbffr

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in‑depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions. Provide regular value‑added engagement with clients-High touch, face‑to‑face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high‑value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads. Manage client follow‑up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered to. Partner with all roles on branch team to ensure all clients have a positive in‑branch experience. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 5-8 years of experience Strong analytical and financial skills Strong verbal and written communication skills Organized with strong attention to detail Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred Basic understanding of investment and financial planning strategies preferred Must be a self‑starter, problem solver and a goal‑oriented team player able to work without direction Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Benefits In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Primary Location: Brooklyn, New York, United States Salary Range: $88,400.00 - $132,600.00 Anticipated Posting Close Date: Nov 26, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

A leading financial advisory firm is seeking a Director of Financial Planning to provide objective, fee-based advice. The ideal candidate will have robust experience in wealth management, focusing on client relationships and financial advice. Responsibilities include evaluating client needs and developing personalized strategies. Competitive compensation and a comprehensive benefits package are offered, tailored to support a fulfilling financial advising career. #J-18808-Ljbffr

Corporate Main Office 20 South Broad Street Canfield, OH 44406, USA Oversee and lead all Credit and non‑retail Lending divisions of the Company. Strategically plan, communicate and execute the Company lending, and credit quality philosophy by engaging internal and external resources to grow the loan portfolio within an acceptable risk profile. The CBO will coordinate with the CEO, CFO and other executives to establish goals, priorities, policies and processes that enable the Company to achieve expected performance levels related to lending and credit quality. The CBO will work to coordinate the establishment of lending goals for C&I, CRE, Ag, and Mortgage Lending, along with Treasury Management. Additionally, the CBO is responsible for setting and enforcing the overarching credit evaluation philosophy and practice for the organization. Included in this is the management and leadership of all Credit Support areas such as Loan Administration, Loan Document Processing, Credit Analysis, etc. As an executive, the CBO must also create and strengthen relationships with employees that provide open lines of communication to foster teamwork, trust and a supportive culture. ESSENTIAL DUTIES AND RESPONSIBILITIES Ensure that all operational aspects of the Bank's Mortgage Lending and Underwriting activities operate in a safe and sound manner in the best interest of shareholders, the Board of Directors, customers, employees, and the public. Lead the Commercial lending teams of Farmers National Bank by establishing appropriate strategies, goals and expectations for various loans by type and volume Oversee the Company's Treasury Management sales and operations activities. Ensure all Mortgage Lending operations are effectively integrated to achieve optimal outcomes for the Bank, our clients and Shareholders Develop and implement strategies to accommodate current and future organizational plans, programs, and needs. Provide the highest level of customer relations and service Ensure compliance with Bank policies, procedures and processes. Oversee the Mortgage Sales lines of business Meet and interact with various regulatory agencies, representatives and examiners (Federal Reserve, OCC, SEC, OTS, etc.) as necessary. As necessary, meet with investors and analysts to report on the current status of the Company Partners with Senior Leaders in Human Resources, Information Technology, Marketing, Risk Management and Audit to develop and implement effective processes/procedures, and promote a team‑oriented culture throughout the Company Serve as a member of, or chairperson of various Sr. Management Committees as needed Actively promote a positive and engaged partnership with the community by sitting on community boards and/or participating in/chairing local programs, charities or meetings Serve as an active member of the Farmers National Bank Board of Directors Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti‑Money Laundering procedures. Maintain compliance with all appropriate rules and regulations. Regular, predictable attendance is an essential requirement of this position. Completes all other duties as assigned SUPERVISORY RESPONSIBILITIES Responsible for the overall direction, coordination, and evaluation of the Commercial and Mortgage departments. Expected to coach, train and evaluate department leaders in both informal and formal settings. Carry out supervisory responsibilities in accordance with the Bank's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; coach, train and evaluate department employees; addressing complaints and resolving problems. EDUCATION AND/OR EXPERIENCE Bachelor's degree from an accredited four (4) year college or university in Business Administration or a related field Minimum of fifteen (15) years financial executive leadership experience; extensive experience in mortgage lending and Treasury Management highly preferred and/ or equivalent combination of education and experience Must have a minimum of ten (10) years supervisory experience; managing multiple departments efficiently Must have excellent verbal and written communication skills Must have full knowledge of current banking regulations with regard to credit risk, general knowledge of all areas of banking operations, bank finance and risk management Strong knowledge of credit policies and lending practices Must possess excellent computer skills and knowledge; Proficient in Word, Excel, Internet navigation/research, and Outlook is expected Must be able to travel on an as‑needed basis QUALIFICATION REQUIRED Bachelors or better in Finance or related field. EEO STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr

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

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose‑built procurement platform that provides a simple, consumer‑grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world‑class team coming from category‑defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting‑edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Customer Success Manager (equivalent to a technical account manager) to manage our rapidly growing enterprise customer base across all industries. As a Sr. CSM, you'll work closely with sales, implementation, engineering and product while also working with a variety of customer stakeholders. You will advise customers on how to transform the way they manage B2B purchasing across their business, creating immediate value and efficiency for employees through product adoption and enablement. This role is ideal for you if you enjoy being a product expert, creative problem solving, and want to work with a world‑class team and customers such as Coinbase, Snowflake, Toast, Northwestern Mutual, Notion, Canva, Samsara, Databricks, Miro, and many more. You Will Help our largest customers drive procurement success on the Zip platform. Define customer business outcomes and partner with our customers to deliver those outcomes on a continuous basis. Act as a trusted procurement advisor and thought partner to continuously educate and enable our customers on Zip's platform and procurement best practices. Identify champions and build relationships with key business stakeholders across Procurement, Finance, Legal, IT/Security, and Privacy/Compliance teams. Maintain high levels of customer engagement and satisfaction with a focus on customer adoption and loyalty. Manage customer health and hedge account risks based on data‑driven adoption metrics. Partner closely with product and engineering to translate business needs and requirements into new solutions for customers, while skillfully managing customer expectations. Train and empower customers to be product specialists to become increasingly self‑sufficient for their organization. Partner with the renewals team to achieve target GRR. Continuously improve Customer Success assets and processes. We're an early‑stage company, we want people who are excited to build and motivated to up‑level the status quo! Qualifications 8+ years of relevant work experience working in customer‑facing customer success, technical account management or strategic consulting organization. B2B SaaS experience in a high‑paced environment is a benefit. Procurement experience (procurement, sourcing, or vendor management background) and familiarity with procurement technologies such as ERP (Netsuite, Coupa, etc.), HRIS (Workday etc.), CLM, GRC, JIRA, ServiceNow workflow management tools. Excellent interpersonal skills and ability to establish quick rapport and trust with customers. Strong project management skills to manage a dynamic customer portfolio. Creative problem solver while being attentive to details. Business process‑oriented and ability to think about workflow efficiency (e.g. diagrams, conditionally based logic, etc.). Proactive team player that is able to identify process gaps and willing to jump in and help wherever needed (company, team, self mentality). Nice to Haves Payments software experience (invoicing, PO creation) and background working with CFOs, Controller, Accounts Payable / Accounts Receivable roles. Experience with SaaS workflow management tools (low code / no code configuration). Experience working in a top tier consulting firm or have an MBA. The salary range for this role is $130,000- $160,000 OTE. The salary for this position is determined based on a variety of job‑related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits 📈 Start‑up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zippers and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

Employment Type Full time Department Sales TL;DR - We're looking for a Founding CSM to guide Lovable users from first value to full adoption. You'll build trusted relationships, help customers ship faster, and turn every account into a success story. Why Lovable? Lovable lets anyone and everyone build software with any language. From solopreneurs to Fortune 100 teams, millions of people use Lovable to transform raw ideas into real products - fast. We are at the forefront of a foundational shift in software creation, which means you have an unprecedented opportunity to change the way the digital world works. Over 2 million people in 200+ countries already use Lovable to launch businesses, automate work, and bring their ideas to life. And we're just getting started. We're a small, talent-dense team building a generation-defining company from Stockholm. We value extreme ownership, high velocity and low-ego collaboration. We seek out people who care deeply, ship fast, and are eager to make a dent in the world. What we're looking for Experience in CS, account management, or solution consulting in SaaS or AI Track record of driving adoption, renewals, and expansion across mid-market, enterprise, and strategic accounts Strong communicator who blends empathy, business acumen, and technical curiosity. Ability to translate technical capabilities into clear business outcomes Skilled at running onboarding, QBRs, and success plans with multiple stakeholders Comfortable collaborating with Product, Sales, and Engineering to champion the customer voice Comfortable with ambiguity and iteration in a fast-moving, high-growth environment. Bonus: experience supporting developer tools or AI-native products What you'll do Own post-sale success: onboarding, adoption, renewal, and expansion for key accounts Build and execute success plans aligned with customer goals and product capabilities Drive adoption and value realization through proactive check-ins, QBRs, and enablement sessions to drive long-term value Partner with Product and Engineering to surface feedback and shape roadmap priorities Partner with FDEs to solve complex needs quickly, pairing business context with technical execution. Collaborate with AEs to identify and qualify CSQLs for expansion. Troubleshoot blockers, coordinate internal support, and ensure fast resolution Track health scores, usage, and adoption metrics to identify risks and opportunities Build Customer Success playbooks and new processes based on learnings Act as a strategic advisor - guiding customers on best practices, new features and workflows What Success Looks Like Customers reach time-to-value fast and expand use across teams. Renewals are earned through visible impact and trust. Lovable becomes mission-critical to how customers build and innovate. You're seen as the bridge between customers, product, and growth. How we hire Fill in a short form then jump on an initial exploratory call. Discuss your experience in more depth during a round of interviews with us. Join us for a workshop lasting 1-2 days remote or onsite. We'll see how you tick and you get to meet the team and explore whether joining Lovable feels right for you. About your application Please submit your application in English. It's our company language so you'll be speaking lots of it if you join. We treat all candidates equally - if you're interested please apply through our careers portal. #J-18808-Ljbffr

A leading technology company is seeking a Founding Customer Success Manager to guide users from first value to full adoption. You will build trusted relationships and enhance customer experience, driving adoption, renewals, and expansion across accounts. Candidates should have experience in customer success or account management in SaaS or AI, and be skilled in enhancing customer value realization. Join us for a mission to transform the digital landscape. #J-18808-Ljbffr

If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************. At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow. Position: Account Services Project Manager - Full Time Travel Requirements: Hybrid, in Worthington, Ohio, office 4 days per week Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success. Responsibilities: Manage and improve our CRM (customer relationship management) software Communicate project status/updates with clients in a timely and accurate manner Track and record status of engagements with clients as well as internal initiatives Leverage business knowledge to determine project requirements, resolve issues and identify new solutions Document and improve processes and procedures Develop and monitor internal production resource allocation Client account maintenance Sales support CMS Price Transparency support Additional responsibilities could be added Required Qualifications: Previous experience with a customer relationship or project management software Excellent communication skills (written and verbal) and organizational skills Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively Exercises critical thinking skills Possesses strong problem solving, analytical, and leadership skills Interested in procedures and documentation Attentive to detail Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required Ability to prioritize and work efficiently on multiple projects in a high-stress environment Ability to meet tight deadlines while producing high quality results Ability to review and discuss a concern wholistically, in a team environment Ability to be flexible and adaptable to client and other team members' needs Ability to learn in a fast-paced environment Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner Ability to effectively present product information and respond to questions from customers Interest in hospital finance and business relationships Background in Sales, Communications, or Health Information Management (not required) About: Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry. We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable. We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off. Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status. Candidates for this position must be employable in the United States without sponsorship. Sensitive Data Access: The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties. If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.

A leading financial institution is seeking a Private Banker in San Diego, California, to manage client relationships and provide tailored investment and financial advice. Candidates should have over six years of experience in Private Banking or Financial Services and hold a Bachelor's Degree along with necessary licenses. The position involves acquiring new clients and advising on wealth management strategies for a diverse client base. The ideal candidate will have strong business acumen and a proactive approach to client service. #J-18808-Ljbffr

A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career. #J-18808-Ljbffr

This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Can be flexible to work weekends and/or extended hours as needed Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skill Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Shift: 1st shift (United States of America) Hours Per Week: 40

Senior Account Manager- Retail/ Food Service Job Description About Full Harvest Full Harvest is bringing the $1T produce industry fully online, end-to-end, for the first time ever. Our mission is to digitize the produce value chain, while solving the #1 contributor to climate change-food waste-by creating the leading business-to-business online produce platform selling all grades, including an expertise in off‑grade and surplus produce. This creates a win‑win‑win for farmers, food companies, and the planet. The company is backed by leading technology, impact, and agriculture investors such as Spark Capital, Cultivian Sandbox, Telus Ventures, and RaboBank. Full Harvest is recognized as a World Economic Forum Tech Pioneer, the top 2020 Fast Company World Changing Idea, a Forbes Most Innovative Agtech Startup, and was recently on the cover of Newsweek magazine. Our CEO was also recognized by The Packer as one of the Top Women in Produce in 2024. The Role Are you a produce broker or account manager ready to scale your book of business faster, earn more consistently, and eliminate the back-office burden? At Full Harvest, we've built a technology platform and national network that allows experienced brokers to do what they do best - scale their relationships and close deals - while we handle everything else. As a Senior Account Manager, you'll leverage our infrastructure, data, and technology to grow your book of business across Retail and Food Service buyers. You'll gain stability, scale, and support while maintaining the autonomy and relationships that define your success. Why Join Full Harvest? - Keep Selling, Lose the Headaches: We handle all credit checks, invoicing, collections, freight, logistics, and food safety compliance so you can stay focused on the deal flow. - Earn Steady Income with Commission and Equity in the Company: Competitive base salary and benefits provide consistent earnings on top of commissions tied to your performance. In addition, you will have equity in the company so your success is also your success. - Focus on the Deals with Unparalleled Support: Imagine what you could do with: - Data & Insights: Have access to cutting‑edge data and insights to help you grow and scale your sales faster. - Automated Freight & Logistics: Our platform and team provide real‑time freight quotes, handle bookings, and offer automated order tracking from start to finish to you and your customers. - Streamlined Order Management: Our platform helps you manage orders online 24/7 and our team supports you to ensure smooth transactions. - Supplier Food Safety & Audits: A dedicated Food Safety Team member handles all supplier food safety certification and audits. A food safety portal helps customers save and manage documents on our platform for ease of reference. - Collaborate for Success: Join a team of experienced sales colleagues who have been with Full Harvest for over 6 years. Collaborate with them to expand your supply map and leverage our 12,000+ grower network to increase your opportunities. We have the infrastructure and technology to provide the ultimate support system for sales leaders who want to prioritize their time growing existing business and relationships vs. dealing with headaches. Responsibilities - Scale your existing relationships onto the Full Harvest platform, working with our team to onboard and grow your current relationships with suppliers and buyers. Expand wallet share and produce categories sold to your book of business with the reach of the Full Harvest's platform. - Actively prospect and pursue new produce sales opportunities in Retail and Food Service sectors. - Work with suppliers to secure contracts and programs that enhance supply for all Full Harvest Buyers. - Build and grow Buyer relationships through leveraging our marketplace and data & insights. - Serve as a sales leader and collaborative partner on our team, sharing market insights and leveraging our collective supply relationships to grow your produce business. - Utilize the Full Harvest platform technology to execute deals and manage customer accounts, from sales quoting to closing. - Develop demand and sales forecasts and take responsibility for delivering on sales targets for your buyers and prospects. What You'll Bring - Proven Sales Leadership: 3-10 years of experience as a produce broker, trader, or produce salesperson with a strong book of business. - Key Account Expertise: Established relationships with Retail and/or Food Service buyers (e.g. Costco, Kroger, Walmart, etc.). - Strong Relationships: Track record of building, maintaining and growing relationships with Retail and/or Food Service buyers and suppliers, namely decision makers. - New Business Hunter: A successful history of prospecting and acquiring complex, new customers with a proven ability to build and maintain long‑term relationships. - Supplier & Sourcing Expertise: Deep relationships and experience working with suppliers and farms to secure supply, negotiate favorable contracts, and develop effective programs. At least some brokering experience vs. purely selling captured supply. - A Collaborative Approach: A team‑oriented mindset with the willingness to use your expertise, relationships, and experience to support and assist colleagues in achieving common goals. - A Passion for Innovation: An excitement to use technology to become more effective, efficient, and successful in your sales business. What We Offer - A Meaningful Mission: The opportunity to work on a great mission-solving food waste-and modernizing the produce supply chain. - Remote Flexibility with national reach - Income Stability and Full Benefits: Base Salary + Commission + Equity + Benefits - A Culture of Growth: A fun and challenging environment that provides a chance for significant personal and professional growth. - Equity in the Company: The chance to have ownership in a high‑growth startup, with the potential for substantial returns. - Top-Tier Technology: We provide the most up‑to‑date tools, including company‑issued Macs, the latest software, and all the equipment you need to excel at your job. - Comprehensive Benefits: A full suite of benefits, including medical, dental, and vision coverage, along with a 401k plan. Compensation for this position is composed of salary, equity, and strong commission plan. For the salary portion, the range for this position is $75k-$120k, depending on location and experience. Full Harvest has passed this position as a remote position. Full Harvest is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. Apply Email your resume to *****************************. #J-18808-Ljbffr

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