Director, Client Service, Media
Relationship manager job in New York, NY
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. To start a career that is out of the ordinary, please apply...Job Details
Job Title: Director, Client Service, Media
Job Location: Hybrid- Atlanta, Boston, Chicago, New York City, Norwalk
About the role
The Director role leads client-facing media effectiveness initiatives, translating business objectives into strategic research designs that measure cross-platform and addressable TV campaign performance. The position combines deep expertise in media with leadership in client service, guiding teams to deliver high-impact insights and innovative solutions.
Primary Responsibilities
Lead teams executing media effectiveness solutions for mid-size accounts, including measurement of cross-platform and addressable TV campaign performance on behalf of brand, agency and advertiser clients.
Translate client business objectives into research design, ensuring insights are aligned with our client's media strategy and goals.
Oversee the research design and execution of more complex studies i.e. custom audience analysis, multi-platform brand lift, attribution and ROI.
Synthesize complex data into compelling narratives that inform client decision-making and media planning.
Champion innovation in media analytics, staying ahead of emerging tools, platforms, and measurement standards.
Serve as a consultative strategic advisor to senior client stakeholders, guiding them on campaign planning decisions through evidence-based insights.
Confidently delivers high-impact presentations, in-person when possible, on high quality story-driven reports, tailored to client needs and business context.
Mentor and develop client service teams, fostering analytical rigor and consultative skills across levels.
Drive cross-functional collaboration with media planning, data science, and product teams to deliver integrated solutions.
Contribute to determining resource allocation across client accounts, balancing strategic depth with delivery efficiency.
Establish quality standards and best practices to deliver on client-facing research outputs.
Represent the media client service function in enterprise-wide initiatives, such as innovation pilots or thought leadership efforts.
Essential Knowledge & Experience
5+ years of hands-on experience in market research with strong focus on media effectiveness, audience insights or campaign performance.
Deep understanding of addressable TV, digital media ecosystems, and cross-platform measurement methodologies.
Proven ability to translate complex research findings into strategic recommendations for clients and internal stakeholders.
Experience leading client engagements, including presenting insights, managing expectations, and driving media strategy alignment.
Strong command of quantitative and qualitative research techniques, including survey design, audience segmentation, and stat testing.
Demonstrated success in mentoring and developing research teams, fostering analytical rigor and client-centric thinking.
Ability to navigate fast-paced agency or client environments, balancing strategic depth with delivery efficiency.
Kantar Benefits
We provide a comprehensive, highly competitive benefits package, including
Medical plans with comprehensive, affordable coverage for a range of health services
Health Savings Account/FSA
Dental, Vision and benefits to cover unique healthcare needs
Wellness Program
401k with match
Tuition Reimbursement, Commuter benefits
Unlimited PTO
Why join Kantar?
We shape the brands of tomorrow by better understanding people everywhere. By understanding people, we can
understand what drives their decisions, actions, and aspirations on a global scale. And by amplifying our in-depth expertise of human understanding alongside ground-breaking technology, we can help brands find concrete insights that will help them succeed in our fast-paced, ever shifting world.
And because we know people, we like to make sure our own people are being looked after as well. Equality of opportunity for everyone is our highest priority and we support our colleagues to work in a way that supports their health and wellbeing. While we encourage teams to spend part of their working week in the office, we understand no one size fits all; our approach is flexible to ensure everybody feels included, accepted, and that we can win together. We're dedicated to creating an inclusive culture and value the diversity of our people, clients, suppliers and communities, and we encourage applications from all backgrounds and sections of society. Even if you feel like you're not an exact match, we'd love to receive your application and talk to you about this job or others at Kantar.
Privacy and Legal Statement
PRIVACY DISCLOSURE: Please note that by applying to this opportunity you consent to the personal data you provide to us to be processed and retained by The Kantar Group Limited (“Kantar”). Your details will be kept on our Internal ATS (Applicant Tracking System) for as long as is necessary for the purposes of recruitment, which may include your details being shared with the hiring manager
The salary range for this role in Illinois is 97,400.00 - 140,666.66 USD Annual. Your final base salary will be determined based on several factors which may include but are not limited to location, work experience, skills, knowledge, education and/or certifications. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability
Location
New York, World Trade CenterUnited States of America
Kantar Rewards Statement
At Kantar we have an integrated way of rewarding our people based around a simple, clear and consistent set of principles. Our approach helps to ensure we are market competitive and also to support a pay for performance culture, where your reward and career progression opportunities are linked to what you deliver.
We go beyond the obvious, using intelligence, passion and creativity to inspire new thinking and shape the world we live in. Apply for a career that's out of the ordinary and join us.
We want to create an equality of opportunity in a fair and supportive working environment where people feel included, accepted and are allowed to flourish in a space where their mental health and well being is taken into consideration.
We want to create a more diverse community to expand our talent pool, be locally representative, drive diversity of thinking and better commercial outcomes.
Kantar is the world's leading data, insights and consulting company. We understand more about how people think, feel, shop, share, vote and view than anyone else. Combining our expertise in human understanding with advanced technologies, Kantar's 30,000 people help the world's leading organisations succeed and grow.
Client Success Manager (vCIO)
Relationship manager job in New York, NY
We're a 70-year-strong technology company with a rapidly expanding Managed Services division built on a simple philosophy: be obsessed with excellence. Our people-first, client-first culture has created a team where long tenures are the norm-10, 20, even 30+ years. We invest in your growth, give you autonomy, and celebrate wins together. With fast-paced organic growth and strategic acquisitions, we're scaling our East Coast footprint and looking for exceptional talent to join the journey.
About the Role
As a Client Success Manager, you'll own the relationship with a portfolio of fully managed and co-managed clients. You'll be the trusted advisor guiding communication, satisfaction, and strategic alignment between clients and our internal technical teams. This role is perfect for someone who thrives in MSP environments, loves building relationships, and excels at running QBRs and mapping technology to business outcomes.
What You'll Do
Serve as the primary point of contact for ~20-25 clients
Lead regular check-ins and QBRs to drive satisfaction and retention
Identify opportunities for service improvement and strategic enhancements
Collaborate with engineering and project teams to ensure expectations are met
Translate client business goals into actionable IT strategies
Manage escalations with professionalism and proactive communication
What You Bring
3+ years' experience in an MSP environment (required)
Strong communication, organization, and relationship-building skills
Ability to understand technical concepts (M365, Azure, networking) and convey business value
Proven experience running QBRs and managing multiple client relationships
A proactive, calm, and collaborative mindset
Benefits & Perks
Medical, dental, and vision insurance
401(k) with company support
FSA, HSA, and Dependent Care FSA options
Commuter benefits
Employer-paid life insurance
Voluntary benefits (life, disability, accident, critical illness, legal, ID protection, pet plans, and more)
Employee discount marketplace, EAP, and Health Advocate services
Paid time off
Long-tenured leadership, stable private ownership (not PE-backed), and real career growth
Client Partner
Relationship manager job in Edison, NJ
IRIS Software Inc. is seeking a talented Client Partner, Logistics Domain to manage the overall relationships for large clients.
This role is mandated with rapid business expansion within their assigned accounts. They are primarily responsible for managing and growing the P&L in terms of top line and bottom line and accountable for positioning, selling and delivering new service offerings and solutions to the clients to achieve targeted results.
Location - New Jersey Area
Key Responsibilities
Manage client relationships at one or more accounts with a clear focus on creating a top-notch client experience
Customize industry prevalent engagement models to suit client requirements and delivers engagements on a multi-year roadmap. These include staff augmentation, managed capacity, managed services and business/ IT outcome-based models
Creates opportunities to engage with client stakeholders in domain and technology specific dialogue to promote IRIS' business interests and image as a thought leader
Develop and execute an account plan to grow the relationship footprint and create new opportunities to best position IRIS in a competitive landscape
Engineer deals and run the sales cycle by guiding the presales/ delivery teams
Manage and lead the IRIS team at the customer location
Update the management on a frequent basis on the potential risks/ issues and opportunities in an account
Handle escalations and negotiate with the customers, as required
Practices a disciplined approach to forecast revenue every month and manage profitability of the account(s)
Leads the consulting and delivery teams through client environments and aligns their conduct and activities to promote IRIS' business interests
Required Skills and Experience
Must have experience in managing IT engagements with clients in the industry for at least five years
Background and acumen to understand client's business, strategy and to keep up with industry trends such as regulatory imperatives
Track record of managing and growing accounts
Excellent written and oral communication skills with an ability to make effective presentations
People-person with an innate ability to develop relationships at all levels of the client organization and maintain them on a longer term
Ability to perform the role of a “trusted” advisor
Understands nuances of the onsite-offshore delivery models and effectively partners with offshore counterparts.
If you are interested in the opportunity please apply directly or you can send your resume to ********************************
Thanks
Rashi Agarwal
Bank Manager
Relationship manager job in Parsippany-Troy Hills, NJ
For more Job Opportunities follow FINTRUST CONNECT here:
FinTrust Connect: Jobs | LinkedIn
Branch Manager I -Parsippany, NJ
FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager for their Parsippany, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures.
Why this Opportunity?
Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees.
Workplace (On-site, Hybrid, Remote): On-site in Parsippany, NJ
Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships
Requirements:
High School diploma.
Minimum of 3 years of branch management/supervision experience preferred.
Solid interpersonal skills, including listening, written and verbal communication.
Ability to work with a wide variety of personalities in a courteous and professional manner.
Solid math and analytical skills.
Ability to understand and follow safety and security practices.
Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities.
Strong customer service/advocacy skills.
Solid organizational and time management skills
Ability to effectively coach, develop and manage staff performance.
Description:
Manage and own all facets of day-to-day branch operations.
Manage the successful execution of the internal sales process by all staff to drive results.
Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors.
Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance.
Actively participate in in local community and business events.
Assist the Market Manager in creating the annual business plan for their financial center.
Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met.
Ensure the branch meets and exceeds corporate audit and compliance audit expectations.
Responsible for managing branch profitability.
Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis.
Handle scheduling to effectively meet branch productivity and efficiency standards.
Perform and review branch audits.
Regional Manager - Midtown (FOUND Study - Student Housing)
Relationship manager job in New York, NY
We are seeking a seasoned Regional Manager that will be primarily located in New York for our nationwide student housing portfolio at FOUND Study (******************** The ideal candidate will have extensive experience in dynamic sectors such as student housing, multi-family housing, hospitality, or senior living. This role requires exceptional organizational, communication, and leadership skills, along with a proven ability to develop innovative solutions. The Regional Manger will collaborate closely with Hawkins Way Capital (******************* and FCL Management (fclmgmt.com) leadership teams to strategize and develop long-term plans aimed at enhancing productivity and achieving success across our Midtown properties.
Key responsibilities include collaborating with senior management at the Midtown properties to establish performance goals and long-term operational strategies, analyzing current processes to recommend improvements, and setting benchmarks and KPIs to maximize efficiency in departments such as engineering and housekeeping. The Regional Manager will also work with corporate and asset management teams to develop and adhere to financial plans, implement established policies and procedures, and ensure seamless transitions for new acquisitions or management contracts. In addition, the role requires managing vendor relationships for work performed in high-rise buildings, overseeing student housing operations with attention to safety and service standards, and navigating New York City's building permit process to ensure regulatory compliance and timely execution of projects. A minimum of 3-5 years of experience in a related field, with at least 2 years in a leadership role, is required. A bachelor's degree in business administration or a related field is preferred.
Join us as we continue to grow and innovate in our industry. If you are passionate about operational excellence and have the vision to lead our team into the future, we encourage you to apply for this exciting opportunity.
EOE.
Client Development Manager
Relationship manager job in New York, NY
Hybrid Working: 4 days in-office, 1 day remote
Salary: $75,000-$95,000 base + uncapped commission with no threshold
At Harnham, we've been specialists in Data & AI recruitment for nearly two decades. With a global reputation and deep expertise in one of the fastest-growing industries in the world, we're now looking for a Client Development Manager to join our New York office and lead on client acquisition, partnership growth, and strategic account development within our Contract Recruitment division.
This is a purely client-facing role designed for someone who loves building relationships and driving commercial success. You'll focus on identifying new opportunities, expanding client portfolios, and ensuring our partners have the best contract talent in the market, working closely with our delivery consultants to make it happen.
The Opportunity
This is an exciting chance to take ownership of a high-growth business area within one of Harnham's most in-demand markets. You'll play a key role in driving client engagement, building long-term partnerships, and positioning Harnham as the go-to firm for Data & AI contract hiring across the U.S.
What You'll Be Doing
Driving new business acquisition and expanding existing client relationships.
Acting as a commercial partner to clients, advising on contract hiring strategies and market trends.
Collaborating with our internal delivery consultants to ensure seamless recruitment delivery.
Negotiating terms, managing accounts, and maximising revenue through strategic planning.
Representing Harnham at client meetings and industry events to build visibility and credibility.
Why Join Harnham?
Earning Potential: Up to 30% uncapped commission with no threshold and annual performance bonuses.
High-Impact Role: Focus purely on clients, with the autonomy to shape your own market.
Top-Tier Clients: Partner with leading names across tech, finance, retail, and beyond.
Career Growth: Clear progression opportunities into senior client leadership roles.
Culture & Support: A collaborative, ambitious team that values performance, development, and success.
Who We're Looking For
An experienced recruiter or sales professional with a proven client acquisition track record.
Strong commercial acumen and the ability to identify, pitch, and close new business.
Skilled relationship-builder with excellent communication and negotiation abilities.
Someone who thrives in a fast-paced, performance-driven environment.
Previous experience in data, analytics, or technology recruitment is advantageous but not essential.
Join a team that's shaping the future of contract recruitment in Data & AI, where you'll have the freedom to build, grow, and make an immediate impact.
Apply now or get in touch for a confidential conversation.
Senior Account Manager
Relationship manager job in New York, NY
Founded in 2012, Invisible North is a female-owned creative marketing agency headquartered in NYC with global reach. We are a team of culturally fluent account experts, strategists, creatives, designers, and producers pushing the limits of possibility. Together, we champion creativity and build thoughtful campaigns, experiences, and content that solve business problems and bring brands to life.
We are looking for a Senior Account Manager based in our NYC office to lead and orchestrate the of execution for our client's that deliver on project executional excellence and KPI's.. The ideal candidate will be a culturally plugged-in strategic thinker and a passionate and communicative team member. This position will lead day-to-day functions of client service management with a focus on leading and supporting project teams and workflows to deliver the excellence that IN brings to all projects.
Additionally, this role will positively contribute to making Invisible North's culture an envy of the industry, a studio that turns out jaw-dropping creative and design, and does so by upholding an inclusive, flexible, and giving work environment.
While our main office is located in DUMBO, Brooklyn, we work as a distributed team. For this role, we do prefer that part of your time be spent collaborating with the team in person in our Brooklyn office. This position is full-time with a 90-day entry contract.
Roles + Responsibilities
Team Leadership
Leads by example, promoting an environment that fosters collaboration and excitement for the work
Sets the bar by leading with confidence and handling stressful situations with a calm and positive attitude
Provides clear roles and responsibilities for any junior team members assigned to projects
Client Relationships
Key client point of contact across mid-to-large-sized priority projects
Seeks opportunities in the marketplace to gather information from various channels and stakeholders to understand the client's role in the marketplace and opportunities for greater work
Business Development
Responsible for organic growth against existing clients and portfolio
Develops open dialogue with clients to discuss opportunities to upsell or provide support beyond current or existing projects
Project Development & Operations
Co-Own (with Production) all project budgets and work with resourcing and department leads to align on forecasting and planning in accordance with work and project needs
Build trusted relationships across internal cross-functional teams to lead the agency to deliver against all project deliverables and deadlines
Support internal department leads in guiding clients through creative development and production processes from pitch through project recap and wrap-up
Measure and report on the performance of brand/client initiatives, and develop insights to inform future strategies.
Work with cross-functional partners to ensure that brand initiatives are integrated across all appropriate touchpoints.
issues in the process and develop methods to improve
Strategic Planning
Consistently stay up to date on news & trends impacting clients and relevant industries, and share with the larger account team through annual planning sessions and group presentations
Works with senior account leadership to develop insights and savvy business planning to bolster creative ideas and experiential activations
Skills + Qualifications
Must have at least 5+ years of relevant experiential experience working with major clients in an agency setting or similar work environment; 5-8 years of experience preferred
Strong communication skills, both verbal and written
Willingness to learn and grow in the client service industry and ultimately want to grow in this position
Proven ability to multitask, prioritize, and manage time efficiently between accounts and projects AND thrive in fast-paced environments
Proactive and looks for additional work or tasks to expand skill sets
Polished, professional demeanor, and projects confidence
Ability to work both independently and with multiple cross-functional teams
Demonstrated a history of establishing effective working relationships across diverse teams
Comfortable leading small teams and driving presentations and meetings
Ability to synthesize information and effectively convey direction to cross-functional teams
Based in NYC and able to work in office
Able to travel to project locations and the IN Office as needed
Availability to work occasional weekends and evenings as needed for specific projects (and to be made up with compensatory time off)
You Are
Responsive - you take time to consider your actions to ensure you have thought through what is best for your projects, team, and clients
Passionate - to grow the brand as much as the brand's own managers
Highly Organized - with the ability to take in large amounts of information, process information, and distill it into a thoughtful action plan for internal teams to action
Analytical - with the ability to process learnings and feedback and develop assessments for the best ways forward for both internal and external teams
Level Headed - able to voice creative thinking and problem-solving in constantly changing environments and team dynamics
Strategic and Creative Thinker - with the ability to review work and catch potential issues and develop quick creative solves
Compensation
Full-Time Salary: $90,000 - $105,000 / year
*This is not a guarantee of compensation or salary, the final offer amount may vary based on factors including but not limited to experience and geographic location.
Benefits (once full time)
Unlimited Paid Time Off (PTO)
Paid parental leave
Premium medical, dental, and vision plans
401(K) savings plan with match among other benefits
Our Health Benefits Program includes 24/7 virtual care, Flexible Spending Accounts, and online mental health therapy
Commuter benefits, long-term disability insurance, life and AD&D insurance, and supplemental life insurance
A flexible remote/hybrid working model, with open access to IN's Brooklyn office (DUMBO)
Half-day Summer Fridays
Company-sponsored internal events, workshops, summits, and learning & development
At IN, we acknowledge that to be a forward-thinking, culture-led agency, we must actively foster and uplift a multitude of perspectives, backgrounds, and ways of thinking within our team. We seek to work with those who are a culture add, not just a culture fit. We believe that the best ideas come from authenticity and that the unique passions, identities, and points of view of our team are what make us All IN.
IN is WBENC certified.
To apply, please submit your resume to *********************** and indicate Senior Account Manager in the subject heading.
Fast Food - Regional Manager
Relationship manager job in Paramus, NJ
Do you have a passion for bubble tea and business growth?
Are you a driven leader who thrives on taking challenges and achieving more?
If yes, join Real Fruit Bubble Tea today and become part of a journey where your leadership can make a real impact.
Founded in Toronto, Real Fruit Bubble Tea has been committed to making fresh fruit drinks healthy and accessible for anyone to enjoy since 2002. We have 137 locations across Canada and USA. As a rapidly expanding business, we want you to join our team and grow with us, and we can build you up from regional manager to operations and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging yet rewarding journey!
Position Description:
Reporting directly to the Senior Management Team, including Operations and Executive leadership, the Regional Manager oversees the daily operations, sales performance, team development, and customer experience across multiple store locations within the assigned region.
Duties and Responsibilities:
Traveling regularly to store locations and providing on-site support is required.
Maintaining consistent communication with the Operations Manager and ensuring adherence to operational guidelines across locations.
Measuring performance metrics and advising on continuous improvements.
Supervising and evaluating the performance of store managers and teams.
Training, coaching, and when necessary, disciplining staff to maintain company standards.
Enforcing brand and training standards uniformly across all stores.
Leading local sales and marketing efforts, while contributing to company-wide growth strategies.
Qualifications:
5+ years of experience as a Regional Manager in the QSR or food service industry.
Proven ability to lead and manage multi-unit operations.
Strong leadership, interpersonal, and organizational skills.
Experience in frontline support and customer service excellence.
Ability to multitask and perform under pressure in a fast-paced environment.
Valid driver's license and willingness to travel (100% travel required).
Availability to work 6 days a week, including weekends and holidays
Ability to perform all frontline store duties when needed.
Excellent communication skills (written and verbal) in English.
Multilingual proficiency in Chinese or Spanish, is a strong asset.
Perks and Benefits:
Paid Time Off
Advancement Opportunities
Ongoing Training & Career Development
Discounted Drinks
Competitive Salary
Company Events
Other Benefits
Real Fruit Bubble Tea is proud to be an equal opportunity employer. We are committed to equity in employment and welcome applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQIA+ community.
Job Type: Full-time
Salary: $95,000-$110,000
Benefits:
Dental insurance
Employee discount
Health insurance
Account Manager
Relationship manager job in New York, NY
UNI Diamonds is on a mission to revolutionize B2B diamond trading through smart, AI-driven tools. We help diamond professionals get access to an extensive inventory, learn about market changes and insights using data, and sell using augmented reality technology.
Our North America team is growing, and we are looking to add on-site Account Managers to help boost our success with US-based diamond wholesalers and retailers.
As an Account Manager, you will be measured on driving revenue from trading on our platform, along with your ability to bring pipeline and more subscriptions. You will also be involved in shaping our go-to-market strategy and laying the foundation for a robust sales team and client base.
Core Responsibilities
Engage with our existing customer base to enhance trading on our platform, re-engage existing pipeline and discover growth opportunities from our book of business.
Penetrate new markets in the US - proactively and independently approaching through outbound prospecting (calls, emails, LinkedIn, etc.).
Qualify inbound and outbound leads based on defined criteria.
Conduct discovery calls to understand customer needs and pain points.
Maintain a pipeline of leads and manage follow-ups in a CRM system.
Collaborate closely with the sales and marketing teams to align messaging and campaigns.
Qualifications & Skills
3+ years of experience in diamond and jewelry wholesale / retail sales positions.
GIA graduate is a plus.
Outgoing, has the drive and enthusiasm required to do the role with a can-do mindset.
A scrappy self-starter who can spot new opportunities unaided with a flexible, persistent, and assertive personality.
Ability to work in a fast-paced environment and handle rejection in an-old school market.
Excellent communication and interpersonal skills.
Strong organizational and time management skills, and familiarity with CRM tools and sales engagement platforms.
A team player, strong service driven approach.
Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent experience).
What to expect:
Employment Type - full time employee based at NYC
This position requires frequent travel domestically, and outside of the US from time to time
Competitive base salary, with the right incentives (60K-85K annually)
Health, dental, vision and life insurance, 100% covered for the employee plus a very good cover for immediate family.
401(k) and Paid PTO
Meaningful, purpose-driven work
A supportive and inclusive environment
The ability to help us determine the future direction of the company
Opportunity to join a high growth start up and a fast-paced international, diverse, and collaborative team of professionals.
Senior Account Manager
Relationship manager job in New York, NY
Senior Account Manager - Private Label Sweaters (with Product Development Oversight)
Employment Type: Full-Time
RDG Global is seeking an experienced, highly motivated Senior Account Manager to lead one of our major Private Label Sweaters businesses. This role is responsible for managing the full customer relationship, driving business growth, and overseeing the product development process in partnership with Design, Technical Design, and Production teams.
The ideal candidate brings deep sweaters product knowledge, strong customer-facing experience, and the ability to manage costing, sourcing, and the entire development lifecycle. You will be the strategic partner to the customer and the internal lead who ensures the right product is delivered on-time, at target cost, and with best-in-class quality.
What You'll Do
Account Management & Customer Leadership
Act as the primary point of contact for assigned private label sweaters account(s), building and maintaining strong customer partnerships.
Represent the business in all customer-facing conversations including line reviews, milestone meetings, fit reviews, and executive-level presentations.
Understand the customer's brand aesthetic, assortment strategy, calendar, and financial goals to drive accurate execution and new opportunities.
Partner with VP/Executive leadership on sales performance, IMU planning, projections, and seasonal margin strategy.
Communicate proactively with customers and internal teams to ensure transparency, alignment, and timely issue resolution.
Product Development Oversight (Concept → Shipment)
Manage the full product lifecycle in partnership with Design, Tech Design, and Pre-Production-from design handoff through sampling, approvals, production, and shipment.
Oversee development calendars (TNA) to ensure all deadlines and milestones are met.
Drive sample development, including proto, AR/AD, PP/TOP approvals, and work with teams to address fit, construction, and yarn comments.
Provide clear, accurate communication between customer and internal teams regarding fit feedback, quality standards, yarn choices, and compliance requirements.
Ensure all products meet customer expectations for quality, fit consistency, yarn performance, and brand positioning.
Costing, Price Negotiation & Financial Management
Partner with Costing, Pre-Production, and factories to support price negotiations, target costing, and margin achievement.
Analyze cost drivers and maintain awareness of historical costing benchmarks and competitive pricing.
Support leadership with forecasting, margin reporting, seasonal projections, and account financial planning.
Identify opportunities to improve profitability through sourcing strategy, yarn selection, stitch design, or factory allocation.
Sourcing & Production Coordination
Work closely with Pre-Production and factory partners to ensure timely sample delivery, accurate execution, and production feasibility.
Monitor weekly WIP reports to stay ahead of potential issues and ensure on-time delivery.
Support internal teams in resolving quality, fit, construction, and compliance issues originating from sourcing or production.
Maintain understanding of yarn capabilities, sweater construction techniques, and vendor strengths to support effective sourcing decisions.
Cross-Functional Leadership
Lead weekly internal cross-functional team (CFT) meetings with Design, Tech Design, Costing, Production, and Sourcing.
Act as the central communication hub, ensuring everyone is aligned with customer expectations and development priorities.
Maintain up-to-date knowledge of customer manuals, PLM systems, processes, and seasonal calendar updates.
Collaborate with Design and PD teams to deliver customer-right assortments each season.
Travel
Travel 4-5 times per year for customer meetings, store visits, line reviews, and product presentations.
What You Bring
8-10+ years of experience in wholesale, private label, manufacturing/vendor environments, or consumer-facing apparel businesses.
Strong sweaters experience is required - including understanding of yarns, gauges, sweater construction, stitch techniques, and category nuances.
Proven experience managing customer relationships in a private label or vendor environment.
Background partnering with sourcing, production, or PD teams on costing, development, and product execution.
Demonstrated ability to negotiate prices, manage margins, and support IMU and seasonal financial targets.
Excellent communication, presentation, and relationship-building skills.
Highly organized with strong follow-through and ability to manage multiple priorities in a fast-paced environment.
Proficiency in Excel, Outlook, PowerPoint; PLM experience (Bamboo Rose a plus).
Why Join Us
Opportunity to own and grow a key private label sweaters business.
Work cross-functionally with talented teams across design, product development, sourcing, and executive leadership.
Be a key driver of product, financial, and customer success in a category-critical business.
Fast-paced environment where your expertise in sweaters and account leadership truly makes an impact.
Wholesale Sales Manager
Relationship manager job in New York, NY
About Us
At Ibex, we design and deliver premium outdoor performance apparel built from natural merino wool. As part of Flour Funds, we are growing quickly and expanding our wholesale presence both domestically and internationally. We are seeking a Wholesale Sales Manager to lead and execute our wholesale strategy, build strong retail and distributor relationships, and ensure our brand is represented with excellence across all markets.
Role Overview
The Wholesale Sales Manager will be responsible for driving wholesale revenue growth, managing independent sales reps and international distributors, and ensuring that our brand is showcased consistently across all wholesale channels. This individual will play a central role in trade shows, seasonal sales planning, international distribution, and dealer support.
This role requires strong organizational skills, relationship management expertise, and the ability to balance strategic vision with hands-on execution.
Key Responsibilities:
Wholesale Strategy & Management
Develop and manage wholesale budget, calendar, and reporting standards.
Establish seasonal sales programs to meet business growth targets.
Oversee contracts and agreements with reps, distributors, and partners.
Plan and execute brand representation at major tradeshows and regional events.
Sales Rep Management
Recruit, onboard, and support independent sales reps.
Provide reps with updated sales tools, samples, line sheets, and seasonal kits.
Set sales targets and territory goals, ensuring accountability and performance.
Host seasonal sales meetings, line reviews, and mid/post-season reviews.
Monitor rep performance, approve orders in Hubsoft, and validate program discounts.
International Distribution
Identify, onboard, and manage international distributors.
Develop territory-specific sales strategies, pricing, and marketing support.
Provide training, sales forecasting, and seasonal workbooks for partners.
Drive distributor success through ongoing engagement and in-market support.
Dealer & Customer Support
Serve as primary contact for B2B wholesale customers.
Manage Hubsoft setup for new customers, products, and promotions.
Oversee order flow, credit approvals, and customer service escalations.
Ensure merchandising and in-store presentation meet brand standards.
Cross-Functional Collaboration
Work closely with Product, Marketing, and Design on seasonal workbooks, assets, and campaigns.
Coordinate with Logistics and Customer Service to ensure seamless dealer support.
Manage wholesale sampling, marketing materials, and storage logistics.
Qualifications
5+ years of experience in the Outdoor Retail industry (wholesale sales or Retail sales manager).
Strong negotiation, communication, and presentation skills.
Experience managing trade shows and wholesale events is ideal.
Proficiency in B2B sales platforms (Hubsoft experience a plus).
Highly organized, detail-oriented, and capable of managing multiple priorities.
Willingness to travel for tradeshows, regional events, and partner meetings.
Why Join Us?
Be part of a growing, purpose-driven outdoor brand rooted in sustainability.
Opportunity to shape and scale the wholesale business across global markets.
Collaborative, entrepreneurial team culture with room for growth.
Competitive compensation and benefits package.
Commercial Banking Relationship Manager
Relationship manager job in New York, NY
Commercial Banking Relationship ManagerCountry: United States of America
Your Journey Starts Here:
Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success.
An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You!
The Difference You Make:
The Commercial Banking Relationship Manager will be responsible for the sales, service and retention of complex and profitable Commercial relationships. The Incumbent is responsible for new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers. This person will work independently to manage and develop complex commercial accounts that meet the bank's lending requirements and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger companies in the assigned territory.
This is a senior level position and will report to the Head of NY/NJ C&I.
• Cross sells all bank products and direct the coordination of product partners in the attainment of business plans.
• Owns the relationship as primary point of contact.
• Acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial customers.
• Sources prospects and COI's.
• Individual budget responsibility in alignment with Incentive Plan Goals.
• Works in collaboration with credit professionals to produce written support of new or renewing credit exposure.
• Represents Santander in civic and community functions.
• Identifies, evaluates, structures and documents commercial credit transactions.
• Drives revenue growth through self-sourced opportunities within the upper-end / more complex universe of commercial customers and prospects.
• Anticipates emerging customer trends as a basis for recommending products and services and expanding the business.
• Solves unique problems with broad impact on the business segment and financials.
What You Bring:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree or equivalent work experience: Business, Finance, Economics, or equivalent field. - Required.
Extensive experience prospecting and generating new business with companies having > $100M annual revenue.
12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - Required.
7+ Years of demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit, credit support or financial analysis. - Preferred.
7+ Years of experience in prospecting and relationship managing - Required.
• Superior knowledge of commercial banking products and services (both credit and non-credit).
• Proven ability to manage high-end Middle Market Clients.
• Ability to work independently and leverage professional relationships within and outside the bank.
• Deep understanding of capital structures.
• Deep product knowledge in all bank offerings.
• Extensive knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structures.
• Full utilization of sales automation tools and related technologies.
• Superior sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally.
• Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non-bank loan alternatives.
• Persuasion, Diplomacy, Negotiation and closing skills.
Certifications:
No Certifications listed for this job.
It Would Be Nice For You To Have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
What Else You Need To Know:
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$135,000.00 USD
Maximum:
$225,000.00 USD
Link to Santander Benefits:
Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)
Risk Culture:
We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.
EEO Statement:
At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions:
Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
Employer Rights:
This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.
What To Do Next:
If this sounds like a role you are interested in, then please apply.
We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs.
Primary Location: New York, NY, Madison Ave Corp
Other Locations: New York-New York
Organization: Santander Bank N.A.
Client Manager- Cabrio Group
Relationship manager job in New York, NY
The Cabrio Client Manager is the high touch client expert who is responsible for overseeing, managing and providing white glove service to a roster of non-profit clients. From development and event strategy to marketing direction and feedback, they act as the representative of the Cabrio Group in all client relation matters, while calling on cross functional support (event coordination, graphic design, and other shared services) as needed. The client manager will build strong trusted relationships and effectively manage their portfolio of clients.
To learn move visit Cabriogroup.co
Key Responsibilities
In partnership with CEO, accountable for oversight of full client strategy and execution processes, to ensure the highest standards are met.
Client Relationship Management and Strategy Development
Onboard new clients build strong relationships, understanding their organizational DNA and goals
Craft an aspirational annual roadmap and individual client strategies to maximize the success of the organization. This might be a combination or events, marketing and collateral, and building of infrastructure within the organization
Prepare high-level state-of-the-business reports, sharing insights with leadership and clients.
Attend key meetings and meet with client partners.
Identify challenges and proactively bring innovative solutions to leadership and client.
Event Planning with Cross Functional Support
Identify partners who can deliver on event and development needs to match client strategy- leaning on shared services team as needed for support in implementation
Work with shared services lead and team to follow processes and maintain project plans to ensure quality of services and delivery of results are maintained.
Attend events for your client organizations, traveling as needed (primarily to Brooklyn, NY or Deal, NJ)
Creative and Marketing
Add input to and oversee the creation and maintenance of creative assets, including donor books and development presentations and event marketing materials. (With support from Shared services team)
Coordinate and align PR and marketing efforts with clients, reviewing and approving campaigns and materials to ensure they align with the organizations style, guide and messaging.
Create innovative ways to reach the clients donor base and supporters
Research and Analysis
Conduct regular research in key areas of nonprofit and event management and best practices as part of company growth strategy
Research and brainstorm new categories and new opportunities appropriate for organizations
Partner with CEO on identifying potential partner organizations and building pitches to win the business.
Support sales activities as needed.
Qualifications & Requirements
Bachelors Degree
5+ years in account or client management- non profit experience preferred, but not required
Focus on relationship building and nurturing plus creative problem solving
Demonstrated ability to think creatively and strategically
Excellent presentation skills and communication skills
Excellent relationship building skills
Strong understanding of client and relationship and processes
Ability to develop and execute effective organizational plans and strategies
Travel and Office Requirements
Please note that during the Spring and Summer, there are many client events beyond traditional working hours. These events primarily take place in Deal, NJ or Brooklyn, NY. The client manager is expected to be present at events for their clients. Travel and hotel arrangements will be made to allow for attendance at these events, and adjustments to work schedules will also be made.
We are currently in a hybrid work schedule where we are in the office Mondays- Wednesdays each week and remote Thursdays and Fridays. Our office is located in Flatiron District NYC.
Over the summer a satellite office will be open in Deal, NJ and employees can choose to work from this office or the NYC office.
Relationship Manager
Relationship manager job in New York, NY
Job Description
CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing.
Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned.
Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community
Attend and professionally represent CAF at conferences and industry events
Proactively contact potential and existing customers through phone calls, email and in-person meetings
Evaluate the merits and risks of potential credit line and term loan transactions
Prepare term sheets and summary analysis of potential transactions
Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions
Periodically produce brief and topical marketing blogs sponsored by CAF
Meet or exceed quarterly/annual individual production targets
Regularly log customer interaction in CAF's Salesforce CRM platform
Assist underwriting and other deal team members as needed
Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities.
Bachelor's Degree
2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations
Hands-on approach with track record of driving results
Exceptional interpersonal and relationship building skills
Strong financial background with analytical and numerical proficiency
Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce)
Ability to balance personal resourcefulness and individual drive in a team-based environment
Willingness to travel
Working Conditions:
Typical office environment
Travel required, up to 10%
Computer, keyboard, telephone, fax machine, scanner and copier, etc.
Occasional overtime work required throughout the year
A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching.
At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value 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.
JPMorgan Private Client Relationship Manager - New York, NY
Relationship manager job in New York, NY
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
Proven trusted relationship builder with a track record of delivering an exceptional client experience
Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
Demonstrated understanding of investments, wealth planning, credit and banking concepts
Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
A bachelor's degree
Experience cultivating relationships through delivering Home or Business lending needs
This role is located in New York, NY and will report in the office.
In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Auto-ApplyClient Relationship Manager
Relationship manager job in New York, NY
Job Description
Client Relationship Manager
Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further.
Job Summary:
The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market.
Responsibilities
Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
Mentor other team members including Portfolio Managers and Analysts.
Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events.
Qualifications
10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;
Experience in dealing with a wide array of corporate clients and credit structures;
Thorough knowledge of the banking and financial services industries;
Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;
Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;
Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;
Ability to write clearly and concisely in both internal credit memos and client communications.
Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.
Many of our job openings can be viewed at **********************************************
Client Relationship Manager | Fund Finance for a top performing financial institution [NY]
Relationship manager job in New York, NY
Relationship Manager [2 Openings]
Headquartered in California, our large banking client is a top performing financial institution with an exclusive focus on the U.S. and Asian markets. With a strong foundation, and enterprising spirit and a commitment to absolute integrity, the company gives people the confidence to reach further.
Job Summary:
The Fund Finance group was established over ten years ago and grew significantly in those years. Target AUM from $100M to over $10B. You will be part of a rapidly-growing and financially strong organization that provides career path development opportunities while serving a large and profitable market.
Responsibilities
Grow the existing portfolio of fund finance and private debt firm clients by leveraging existing contacts and generating new leads to meet loan, deposit, and fee income goals.
In partnership with the Managing Director for the Eastern U.S., structure debt solutions that are sufficiently innovative to attract new clients.
Collaborate with other team members to complete the underwriting, due diligence, and documentation process for loans.
Work with product specialists within the Bank to deepen and broaden client relationships by delivering a full suite of banking solutions including treasury management products, foreign exchange, interest rate derivatives and letters of credit.
Mentor other team members including Portfolio Managers and Analysts.
Travel to cities in the Eastern U.S. to source new business, visit existing clients, and attend industry conferences and events.
Qualifications
10+ years of banking experience with a minimum of 5 years of direct client relationship management experience, ideally with banking fund finance;
Experience in dealing with a wide array of corporate clients and credit structures;
Thorough knowledge of the banking and financial services industries;
Ability to quickly build credibility, close deals and win relationships from competitors in order to generate incremental loan outstanding, fees, deposit balances;
Understanding of private investment firm structures, including buyout, fund of funds, venture capital, senior debt and mezzanine debt;
Experience in negotiating term sheets, structuring credits, and reviewing and negotiating legal documents in partnership with counsel;
Demonstrated ability in high level effective communication and presentation skills, including the ability to effect desired results in the back-office and product areas of the bank;
Ability to write clearly and concisely in both internal credit memos and client communications.
Team player with a highly developed ability to work and communicate effectively with credit, and all levels of management throughout the organization.
Fitch Learning | Client Relationship Manager/Director - New York, NY
Relationship manager job in New York, NY
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
Nearest Major Market: Manhattan
Nearest Secondary Market: New York City
Client Relationship Manager
Relationship manager job in New York, NY
The TP ICAP Group is a world leading provider of market infrastructure. Our purpose is to provide clients with access to global financial and commodities markets, improving price discovery, liquidity, and distribution of data, through responsible and innovative solutions.
Through our people and technology, we connect clients to superior liquidity and data solutions.
The Group is home to a stable of premium brands. Collectively, TP ICAP is the largest interdealer broker in the world by revenue, the number one Energy & Commodities broker in the world, the world's leading provider of OTC data, and an award winning all-to-all trading platform.
Founded in London in 1866, the Group operates from more than 60 offices in 27 countries. We are 5,200 people strong. We work as one to achieve our vision of being the world's most trusted, innovative, liquidity and data solutions specialist.
Role Overview
The purpose of the CRM discipline is to use strong client relationships and valuable market input to help identify opportunities for revenue growth, while guiding the commercial decision and strategy of the group.
As a trusted senior partner, this fully onsite (5 days a week) Americas Senior CRM role maintains a balanced brand agnostic perspective and provides ideas and advice to the TP ICAP management team based on client feedback and client / market intelligence.
Role Responsibilities
* Focus on a set of clients to build out a client program to ensure client connectivity. Ensure timely and pro-active follow-up following client interactions.
* Assist the AMER Head of CRM with internal/external presentations and work on specific regional and global projects as required.
* Assist in regulatory and firm wide initiatives where client interaction and escalation are integral.
* Responsible for building and maintaining relationships with key decision makers at our client firms, working closely with Senior Managing Directors (SMD's) across all brands in Americas. With a particular focus on areas where there is growth opportunity (clients/products), report client feedback objectively and discreetly through agreed channels across brands.
* Conduct regular review meetings with a target list of traders and log all feedback in Salesforce.
* Gather client feedback for new product initiatives and participate in key working groups to ensure that we are meeting client needs and helping connect clients to our platforms.
* Work alongside divisional SMD's, IT and Marketing when launching product launches/campaigns.
* Maintain client information in Salesforce - updating contact information, role changes etc.
Experience / Competences
Essential
* Confidentiality: Candidate to ensure he/she has the ability to disseminate external information to internal stakeholders in an efficient manner.
* Unbiased: Candidate will represent both brands and remain unbiased.
* Outgoing: Candidate to easily navigate a trading floor (internal and external) and understand who's who and who's doing what.
* Microsoft Suite: Outlook/Email etiquette, Power Point, Excel.
* Strong attention to detail with analytical mindset.
* Entrepreneurial and proactive attitude.
* Experience dealing with clients and senior internal stakeholders.
Desired
* Data: Ability to create Pivot Tables and create the bigger picture view from data sets.
* Finance markets product and technology knowledge.
* Familiarity with data visualisation tools such as Qliksense, Power BI, Salesforce
Level 5
$120,000-$130,000
#LI-Hybrid
Not The Perfect Fit?
Concerned that you may not meet the criteria precisely? At TP ICAP, we wholeheartedly believe in fostering inclusivity and cultivating a work environment where everyone can flourish, regardless of your personal or professional background. If you are enthusiastic about this role but find that your experience doesn't align perfectly with every aspect of the job description, we strongly encourage you to apply. You may be the ideal candidate for this position or another opportunity within our organisation. Our dedicated Talent Acquisition team is here to assist you in recognising how your unique skills and abilities can be a valuable contribution. Don't hesitate to take the leap and explore the possibilities. Your potential is what truly matters to us.
Company Statement
We know that the best innovation happens when diverse people with different perspectives and skills work together in an inclusive atmosphere. That's why we're building a culture where everyone plays a part in making people feel welcome, ready and willing to contribute. TP ICAP Accord - our Employee Network - is a central to this. As well as representing specific groups, TP ICAP Accord helps increase awareness, collaboration, shares best practice, and holds our firm to account for driving continuous cultural improvement.
Location
USA - 200 Vesey Street - New York, NY
Auto-ApplyClient Partner - Sales Solutions (Global Accounts)
Relationship manager job in New York, NY
LinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain valuable insights every day. We're also committed to providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that's built on trust, care, inclusion, and fun - where everyone can succeed.
Join us to transform the way the world works.
This role will be based in NYC, Chicago, Omaha, SF, or Sunnyvale.
At LinkedIn, our approach to flexible work is centered on trust and optimized for culture, connection, clarity, and the evolving needs of our business. The work location of this role is hybrid, meaning it will be performed both from home and from a LinkedIn office on select days, as determined by the business needs of the team.
As a Client Partner in the fast-growing Sales Solutions organization, you will collaborate within a highly matrixed global team to lead the Customer Success strategy for the largest, "all-in", enterprise accounts within our Global Accounts segment. In this role, you will leverage your deeply consultative approach, and your expertise in leading global partnerships.
Responsibilities:
+ Own the creation and execution of a multi-year global strategy for each customer, from onboarding to renewal, orchestrating efforts across cross-functional teams (ex: Sales, Customer Success Managers, Insight Analysts, Solutions Delivery Consultants, Implementation Consultations, and LSS executives).
+ Present monthly and quarterly to the Global Accounts Leadership team on the health of the accounts in your book, identifying opportunities and risks for the individual customers as well as for the overall "all-in accounts" program.
+ Present to customers on meaningful partnership outcomes and influence the programs' direction through executive-level business reviews, leveraging LinkedIn, 3-rd party data and customer data to create compelling value narratives that only LinkedIn can deliver
+ Establish strong program governance by broadening and deepening relationships within your book, directly owning senior relationships, and coordinating executive touchpoints across LinkedIn
+ Mitigate churn risks and identify opportunities for account expansions
+ Educate customers on the value they can generate from LinkedIn Sales Navigator, tightly aligning the Sales Navigator value proposition and our competitive advantage to their key priorities
+ Act as Voice of Customer and advocate to our Product and GTM organizations, to educate us on the needs of and opportunities within our largest customers, and where we can grow to stay competitive
Note: While this role does not own quota associated with renewal or growth, you are accountable for the success of the partnership as measured through depth, frequency and quality of executive engagements, delivery of ROI as validated by the customer, and growth opportunities identified.
Basic Qualifications:
+ 7+ years of professional experience in customer success, sales, consulting, project management or account management
+ 5+ years of experience working with global or Fortune 100 customers
Preferred Qualifications:
+ Excellent communication and analytical skills
+ Experience partnering and owning relationships with senior executive leadership & C-suite.
+ Experience managing global accounts in renewal environments
+ Experience influencing EVPs, CROs and end-users
+ Demonstrated ability to develop and execute on account strategy plans
+ Desire and strong demonstrated capability to operate in a highly collaborative environment
Suggested Skills:
+ Customer Success
+ Communication
+ Global Experience
LinkedIn is committed to fair and equitable compensation practices.
The pay range for this role is $115,000 to $186,000. Actual compensation packages are based on several factors that are unique to each candidate, including but not limited to skill set, depth of experience, certifications, and specific work location. This may be different in other locations due to differences in the cost of labor.
The total compensation package for this position may also include annual performance bonus, stock, benefits and/or other applicable incentive compensation plans. For more information, visit ************************************* .
**Equal Opportunity Statement**
We seek candidates with a wide range of perspectives and backgrounds and we are proud to be an equal opportunity employer. LinkedIn considers qualified applicants without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, marital status, pregnancy, sex, gender expression or identity, sexual orientation, citizenship, or any other legally protected class.
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