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Tax Senior Manager, Private Client Services
BDO Capital Advisors, LLC
Relationship manager job in Chicago, IL
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Job Duties: Manages tax and consulting engagements and demonstrates skills identifying and addressing client needs, tax planning, and consulting opportunities Provides Executive presence and acts as the primary client contact for preparation and presentation of issues and resolution to clients Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers Directs communication with government agencies for matters of the highest complexity Identifies technical issues, conducts advanced tax research, and develops sound recommendations for PCS leadership, clients, and advisors Expands their understanding of tax concepts and knowledge through client engagements and current tax developments Prioritizes and reviews work to keep engagements on track Utilizes strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs regarding individual and business decisions Assists with PCS/firm contribution responsibilities including billing, recruiting, attendance and participation in CPE activities and training Builds new relationships and maintains existing relationships with BDO professionals and external sources Other duties as assigned Supervisory Responsibilities: Supervises associates and senior associates on all projects Reviews work prepared by associates and senior associates and provide review comments Trains Associates and Seniors how to use all current software tools Acts as a Career Advisor to associates and senior associates Schedules and manages workload of associates and senior associates Provides verbal and written performance feedback to associates and senior associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelors degree required; major in Accounting, Finance, Economics or Statistics, preferred Masters in Accountancy or Taxation, preferred Experience: Seven (7) or more years prior experience in accounting, finance, or law, required Experience in the private client service area, required Prior supervisory experience, required Experience working in public accounting, preferred License/Certifications: Certified Public Accountant credential, Internal Revenue Service Enrolled Agent (“EA”) credential, Attorney (admitted to practice in a U.S. jurisdiction), or the equivalent of one of these designations, required Possession of other professional degrees or certifications applicable to role, preferred Software: Proficient in the use of Microsoft Office Suite (specifically Word, Excel, and PowerPoint) and Adobe Acrobat, required Experience with tax compliance process software (GoSystems, BNA Tax Planner, GoFileRoom, SurePrep), preferred Experience with tax research tools (BNA Portfolio, CCH IntelliConnect, Checkpoint and Lexis Nexis), preferred Languages: N/A Other Knowledge, Skills & Abilities: Initiative Owns their own career and technical development; demonstrates self-awareness, actively pursues projects and learning experiences to fill in their technical knowledge gaps Manages client engagements, supervises, and reviews work of team members Communication Expresses themselves effectively verbally and in writing; takes complex thoughts, synthesizes them into works using clear, concise language, and presents a cohesive narrative Interacts directly with clients and their advisors; maintains communication with clients even after the work is complete to ensure quality service and maintain a relationship for future work Leadership Manages and monitors key performance indicators (KPI's) as established by the business line Follows up on assignments and holds others accountable for their internal deadlines and administrative responsibilities Technical Skills Serves as internal resource and providing guidance to other practices on technical matters Works with appropriate departments with federal and state taxing agencies to respond to notices and inquiries Business Development Spends time developing their network of key financial decision makers, referral sources, and recruits Seizes opportunities for new professional contacts when presented; Actively networks professionally outside of BDO People Development Supervises, develops and trains employees Acts as a Career Advisor; meets regularly with advisees, adding/updating goals as appropriate Delivers holistic feedback to others and advisees about their job performance and career growth; coaches others and advisees to help them develop their careers Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. California Range: $146,000 - $200,000 Colorado Range: $120,000 - $185,000 Illinois Range: $140,000 - $190,000 Maryland Range: $150,000 - $180,000 Massachusetts Range: $150,000 - $206,000 Minnesota Range: $130,000 - $190,000 New Jersey Range: $155,000 - $200,000 NYC/Long Island/Westchester Range: $190,000 - $225,000 Washington Range: $150,000 - $200,000 Washington DC Range: $162,000 - $190,000 About Us Join us at BDO, where you will find more than a career, you'll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world. At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization. BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm's success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions. We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on: Welcoming diverse perspectives and understanding the experience of our professionals and clients Empowering team members to explore their full potential Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities Celebrating ingenuity and innovation to transform our business and help our clients transform theirs Focus on resilience and sustainability to positively impact our people, clients, and communities *Benefits may be subject to eligibility requirements. Locations 330 North Wabash, Chicago, IL, 60611, US 10 W Market St, Indianapolis, IN, 46204, US 800 Nicollet Mall, Minneapolis, MN, 55402, US 8001 Forsyth Blvd, St. Louis, MO, 63105, US One Erdman Place, Madison, WI, 53717, US 330 E. Kilbourn Ave., Milwaukee, WI, 53202, US #J-18808-Ljbffr
$190k-225k yearly 2d ago

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Principal Relationship Manager, Vice President/Director, Commercial (Emerging Middle...
Stryker Corporation 4.7
Relationship manager job in Chicago, IL
Application Deadline: 02/05/2026 Job Family Group: Commercial Sales & Service 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. This role facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies. Leads and executes business development plans to that business goals are achieved or exceeded. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group. Acts as a subject matter expert on relevant regulations and policies. Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities. Conducts independent analysis and assessment to resolve strategic issues. Develops the business case by identifying needs, analysing potential options and assessing expected return on investment. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. May network with industry contacts to gain competitive insights and best practices. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Manages the risk of the assigned complex portfolio in a timely and precise manner. Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions. Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank's position. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements. Gathers data to advance sale process and completes all required documentation. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action. Tracks implementation requests to keep the process on track with timelines. Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback. Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes. Provides research and data gathering to sales team to facilitate solution to the client's/prospect's business and needs. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintains current client information on Bank system/files to ensure client history is accurate and complete. Ensures accurate billing to clients. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards. Demonstrated history of successful business development, including ability to network in external markets Demonstrated knowledge of relevant industry verticals and market's competitive environment Experience in contact negotiations with both clients and legal counsel Experience drafting responses to complex RFPs Experience with Sales Strategy and Sales referral process development Risk Management - In-depth Sales and Service Management -In-depth Relationship Management - In-depth Change Leadership - Working Conflict Management & Resolution -In-depth Resource Planning - Working Business Acumen - In-depth Financial and Working Capital Understanding - In-depth Strategic Thinking - Working Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary $122,400.00 - $228,000.00 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
$122.4k-228k yearly 2d ago
Strategic Relationship Manager
Private Client Select
Relationship manager job in Schaumburg, IL
About The Company: Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built. PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: The Strategic Relationship Manager will report directly to the Distribution Relationship Leader and will be responsible for overseeing and driving the growth, strategy, and performance of PCS insurance distribution partners. This role will strengthen broker and agency partnerships and ensure the delivery of tailored insurance solutions that protect the lifestyle and assets of HNW individuals. The successful candidate is an effective communicator who can align and influence internal and external stakeholders while building trust and commitment for PCS. Key Responsibilities: Strategic Relationship Management Contribute to the ongoing communication of the underwriting strategy, including large account targets to deliver growth and profitability to maximize distribution value. Execution of broker plans, benchmark wealth segments, monitor top producer progress to capitalize on growth opportunities. Monitor industry trends and competitive landscape to inform strategic decisions. Partnership Management Build and maintain relationships with assigned brokers, agents, and distributors who specialize in HNW clientele. Identify distribution partners that align with PCS large account strategy and product offerings. Sales Enablement Provide training and resources to ensure distributors understand the unique aspects of PCS HNW insurance products. Client-Centric Solutions Collaborate with underwriting and clients to tailor offerings and unique insurance solutions. Performance Management Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application. Regularly review channel performance against growth objectives. Additional Responsibilities: Work in collaboration with the Distribution Relationship Leader and other Field stakeholders on annual budgeting process. Collaborate with National Distribution Leader and Large Account Leader and Underwriting to generate and expand new and existing business opportunities. Qualifications: Experience 5+ years in personal insurance, with at least 2 years focusing on HNW client distribution. Proven track record of achieving sales and growth targets. Skills Strong understanding of HNW client needs and luxury asset protection. Exceptional relationship-building and negotiation skills. Highly skilled in strategic development, business building, and project execution, with a proven ability to deliver key programs on time. Remarkable communication skills, including the ability to develop and present clear and concise analysis and recommendations to internal and external stakeholders. Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy. Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future. Equal Employment Opportunity Policy: PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.
$65k-96k yearly est. 5d ago
Sr Manager, CRM
Tag-The Aspen Group
Relationship manager job in Chicago, IL
The Aspen Group (TAG) is one of the largest and most trusted retail healthcare business support organizations in the U.S. and has supported over 20,000 healthcare professionals and team members with close to 1,500 health and wellness offices across 48 states in four distinct categories: dental care, urgent care, medical aesthetics, and animal health. Working in partnership with independent practice owners and clinicians, the team is united by a single purpose: to prove that healthcare can be better and smarter for everyone. TAG provides a comprehensive suite of centralized business support services that power the impact of five consumer-facing businesses: Aspen Dental, ClearChoice Dental Implant Centers, WellNow Urgent Care, Chapter Aesthetic Studio, and Lovet Pet Health Care. Each brand has access to a deep community of experts, tools and resources to grow their practices, and an unwavering commitment to delivering high-quality consumer healthcare experiences at scale. As a reflection of our current needs and planned growth we are very pleased to offer a new opportunity to join our dedicated team as Sr Manager, CRM. TAG is seeking a highly experienced Senior Manager of CRM to lead our customer relationship strategy with a specialized focus on personalization and contact strategy for the ClearChoice Dental brand. The ideal candidate will be an expert in using CRM tools and analytics to create personalized customer experiences and develop contact strategies that engage customers across multiple channels. This role requires a strategic thinker with a deep understanding of customer data, behavior analysis, loyalty program strategy, and marketing automation tools with the express purpose of improving customer KPIs. Partner with Product Marketing to build optimal customer experiences and inform requirements for marketing system applications. Responsibilities and Duties: Develop and implement comprehensive CRM strategies focused on personalization and customer engagement, aiming to maximize customer lifetime value. Lead the planning and execution of targeted marketing campaigns and journeys based on customer segmentation, behavior analysis, and predictive modeling. Utilize advanced analytics to understand customer needs and preferences, tailoring contact strategies across email, social media, mobile, and other digital channels. Collaborate with cross-functional teams, including marketing, sales, and IT, to integrate CRM strategies with broader business objectives. Monitor and evaluate the effectiveness of CRM initiatives, adjusting strategies based on performance data and market trends. Stay abreast of the latest technologies and trends in CRM, personalization, and customer engagement, recommending improvements and innovations. Work with the team to foster a culture of excellence, innovation, and continuous improvement. Manage vendor relationships, ensuring the selection of the best tools, technologies, and services to support CRM objectives. Prepare and manage the CRM budget, ensuring efficient allocation of resources and maximization of ROI. Advanced relational marketing database knowledge, proficiency with direct marketing principles, database marketing, customer contact strategy and system and the design implementation of CRM, loyalty and referral programs Entrepreneurial and nimble, takes ownership and drives forward amidst ambiguity while also building relationships and alignment cross-functionally with internal partners Strong communication skills, ability to effectively communicate technical concepts to non-technical audiences Skills Required: Bachelor's degree in Marketing, Business Administration, or a related field. Minimum of 7 years of experience in CRM, with a proven track record of developing and implementing successful personalization and contact strategies. Analytical and creative; you see connections between your work holistically across the business and find creative ways of approaching problems with expertise in customer data analysis, segmentation, and predictive modeling. Experience with CRM software and marketing automation tools, with a deep understanding of their capabilities and limitations. Exceptional leadership skills, with experience managing cross-functional projects. Excellent communication and collaboration skills, with the ability to work effectively with stakeholders at all levels. Up-to-date knowledge of CRM best practices, trends, and technologies. Demonstrated ability to manage budgets, measure ROI, and make data-driven decisions. Creative problem-solving skills, with a passion for innovation and continuous improvement. Strong communications skills: you know how to translate complex data into easy to understand, actionable insights. Nimble problem solver able to tackle heart-of-the-business strategic questions, develop informed strategies, communicate them effectively, and drive alignment in a fast-paced environment. Appetite and capacity to build a new muscle from the ground up, establishing the processes, deliverables, cross-functional relationships from a blank page. Retail experience is preferred, showcasing your familiarity with the industry's unique challenges and opportunities. This provides a general overview of the purpose of the position. While specific duties and responsibilities may evolve, the general objective remains the same: to create personalized customer experiences and develop contact strategies that engage customers across multiple channels and provide strategic guidance to our business. Additional Job Description If you are an applicant residing in California, please view our privacy policy here: ********************************************************************************* Salary: Annual pay range: $145,000 - $155,000, plus bonus/incentives A generous benefits package that includes paid time off, health, dental, vision, and 401(k) savings plan with match
$145k-155k yearly 3d ago
Director of Client Partnerships - Nonprofit Growth & Strategy
CCS Fundraising
Relationship manager job in Chicago, IL
A strategic fundraising firm is seeking a Director, Client Partnerships to manage onboarding projects and collaborate with nonprofit clients. The ideal candidate will have 3-4 years of relevant experience, strong communication and project management skills, and a commitment to philanthropy. The position offers hybrid work flexibility and a competitive salary range of $70,000 to $85,000 based on experience. Join a dynamic team focused on nonprofit impact and career advancement. #J-18808-Ljbffr
$70k-85k yearly 3d ago
Head of Customer Success - Enterprise Regional
Uber 4.9
Relationship manager job in Chicago, IL
About the Role As a Manager of Customer Success Management, you will play a critical role in ensuring merchant success. This role is going to be split between leading a team focused on optimizing operational health (including a combination of operational efficiency, customer experience, and financial health), and enabling and driving revenue growth by supporting upselling and cross‑selling efforts working hand‑to‑hand with Client Partners, Account Management Managers and Heads of Segment, to analyze merchant performance, identify operational pain points, and develop tailored solutions to merchants. Your role will be a co‑orchestrator of our Enterprise Partnerships, ensuring their ongoing success. What You'll Do Lead a team of Customer Success Managers, ensuring the timely and accurate monitoring of merchant operational health, driving product adoption, executing on agreed plans, ensuring customer retention and expansion, and guiding them in the right direction to effectively identify and solve potential issues. Co‑own and manage relationships with key restaurant brands, developing and executing the strategy to achieve quarterly and annual growth goals. Drive revenue growth by identifying upselling and cross‑selling opportunities, expanding product adoption and communicating the value of our newest products with a lens of creativity to differentiate our offering. Analyze performance metrics to identify growth opportunities and present data‑driven recommendations to help partners optimize their performance. Employ critical thinking and creative problem‑solving skills to navigate relationships and difficult partner conversations performance. Build strong relationships with senior stakeholders and key decision‑makers both internally and externally. Handle the big picture and the tiny details. You are organized, timely and ensure nothing gets missed; you are also attuned to high‑level strategy and consistently come up with new ways to add value to existing partnerships. Partner with cross‑functional teams. Be the voice of the customer and effectively navigate internal processes with partners from various teams such as Product, Marketing, Operations, Legal, Finance, etc. Basic Qualifications A minimum of 8+ years of relevant experience in strategic sales or account management with Enterprise clients (preferably in a tech, SaaS, advertising or retail media company). Bachelor's degree in Economics, Finance, Business Administration, or a related field. Excellent communication and interpersonal skills, with the ability to effectively collaborate with internal and external stakeholders. Creative thinker with a passion for problem‑solving and driving innovation. Ability to thrive in a fast‑paced and constantly evolving environment, with a proactive and results‑driven mindset. Proven track record of driving revenue growth and achieving targets. Basic proficiency in SQL, with the ability to adjust and refine queries as needed. Preferred Qualifications Excellent listening, communication and relationship‑building abilities. Experience managing high‑value relationships and influence stakeholders, securing buy‑in with senior external partners. Proficiency in negotiation, forecasting, and problem‑solving skills. Experience selling into or partnering with large, complex enterprise brands and organizations. Organizational skills - you'll need to prioritize ongoing processes and projects simultaneously. Data‑driven decision mentality and sound business judgment through strong analytical thinking. Ability to translate data into insights and consult on core business objectives. Track record of building and executing strategic sales/marketing plans (quarterly & annual). Ability to work cross‑functionally and manage multiple stakeholders. Speed, resourcefulness, and a go‑getter mentality. You are comfortable working in a fast‑paced environment and navigating ambiguity. Experience with CRM and analytics tools (e.g., Salesforce). Proficiency in Microsoft Excel, Google Sheets, and reporting tools for data analysis. For Chicago, IL-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year. For Dallas, TX-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year. For Los Angeles, CA-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year. For Miami, FL-based roles: The base salary range for this role is USD$136,000 per year - USD$151,500 per year. For New York, NY-based roles: The base salary range for this role is USD$151,000 per year - USD$168,000 per year. For San Francisco, CA-based roles: The base salary range for this role is USD$151,000 per year - USD$168,000 per year. For all US locations, you will be eligible to participate in Uber's bonus program, and may be offered an equity award & other types of comp. You will also be eligible for various benefits. More details can be found at the following link ************************************** Offices continue to be central to collaboration and Uber's cultural identity. Unless formally approved to work fully remotely, Uber expects employees to spend at least half of their work time in their assigned office. For certain roles, such as those based at green‑light hubs, employees are expected to be in‑office for 100% of their time. Please speak with your recruiter to better understand in‑office expectations for this role. Uber is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you have a disability or special need that requires accommodation, please let us know by completing this form. #J-18808-Ljbffr
$136k-168k yearly 4d ago
Client Partner - Healthcare and Life Sciences (HCLS)
Mastech Digital 4.7
Relationship manager job in Chicago, IL
As a Client Partner within the Healthcare and Life Sciences (HCLS) vertical, you will be responsible for building and expanding strategic client relationships while driving AI-first, data-led digital transformation initiatives across pharma, biotech, medtech, and healthcare payer/provider organizations. You will act as a trusted advisor to senior executives, owning client engagement, revenue growth, and delivery excellence. Key Responsibilities Client Engagement & Account Growth Build, manage, and deepen long-term relationships with C-level and senior stakeholders across life sciences and healthcare organizations. Own revenue, margin, and growth targets for assigned strategic accounts. Lead account planning, mining, and farming initiatives to identify new opportunities and expand wallet share. Serve as the primary point of contact, ensuring client satisfaction and long-term partnership value. AI Solutions & Strategic Advisory Act as a trusted advisor by aligning business strategy, regulatory considerations, and AI capabilities. Identify opportunities where AI, data platforms, analytics, and digital solutions can drive measurable business outcomes. Collaborate with data science, product, and engineering teams to design and position tailored, outcome-driven solutions. Translate complex AI concepts into business-aligned value propositions for executive stakeholders. Delivery Oversight & Governance Partner closely with delivery leadership to ensure high-quality execution, predictable outcomes, and client success. Provide governance oversight, ensuring adherence to SLAs, KPIs, and delivery commitments. Ensure compliance with industry regulations and standards such as GxP, HIPAA, GDPR, where applicable. Act as the executive escalation point for delivery or relationship issues. Pre-Sales & Go-To-Market (GTM) Leadership Support new business development through proposals, RFPs, SOWs, and executive pitch decks. Collaborate with marketing and product teams to build AI-led HCLS value propositions, case studies, and thought leadership. Contribute to vertical GTM strategies, helping position the organization as a trusted AI transformation partner in healthcare and life sciences. Experience & Qualifications 8-12 years of experience in client-facing roles such as client partner, account management, consulting, or pre-sales. Proven experience working with healthcare or life sciences clients (pharma, biotech, medtech, payer/provider). Strong track record of account growth, stakeholder management, and solution selling. Solid understanding of AI, data, analytics, and digital transformation concepts (hands-on technical skills not required). Familiarity with healthcare regulatory environments and compliance frameworks is highly preferred. Excellent executive communication, negotiation, and relationship-building skills.
$111k-169k yearly est. 4d ago
Client Solutions Manager
Cxponent
Relationship manager job in Chicago, IL
Job Title: Client Solution Manager Company: CXponent About the Role At CXponent, we don't just manage projects; we drive business transformation. We are seeking a Client Solution Manager who embodies a dual-competency mastery of tactical execution and strategic advisory. You will serve as the "Conductor" of our engagements-balancing project timelines and budgets with the high-level consulting required to optimize contact center performance, improve KPIs, and integrate AI-driven solutions. Core Responsibilities 1. Strategic Project Orchestration (The "Get It") Master the complete lifecycle of CXponent engagements, ensuring projects stay on track while delivering specific business outcomes (efficiency gains, improved NPS, and reduced cost-to-serve). Bridge the gap between technical requirements (CCaaS, UCaaS, AI) and business results. Lead distributed teams, managing both the technical implementation and the organizational change management required for success. 2. Client Advisory & Advocacy (The "Want It") Serve as the primary point of contact and "Trusted Advisor" for client leadership, pushing past complacency to drive ongoing operational improvement. Orchestrate vendors, internal SMEs, and client stakeholders to ensure a unified approach to transformation. Continuously refine CXponent's internal delivery playbooks to elevate our service standards. 3. Operational Excellence (The "Capacity") Manage complex, client-facing projects using a blend of PMI and Agile methodologies tailored to specific consulting goals. Advise C-suite and VP-level stakeholders on contact center strategy, leveraging deep operational experience. Identify and mitigate both project risks (delays) and business risks (failure to meet CSAT goals) using data-driven diplomacy. Qualifications Dual-Competency Expertise: Proven track record of balancing tactical project management (budgets, resources) with strategic process optimization. Contact Center Acumen: Deep understanding of contact center drivers, including operational efficiency, AI integration, and CX metrics (NPS/CSAT). Consultative Communication: Ability to provide proactive, high-level updates on business outcomes and ROI to executive stakeholders. Technical Literacy: Familiarity with the CX technology landscape, specifically CCaaS, UCaaS, and automation tools. Problem-Solving Mastery: Skilled in navigating complex stakeholder dynamics and resolving bottlenecks before they impact project health. Why CXponent? We are looking for a catalyst-someone who takes pride in "getting things done" while fundamentally improving how our clients do business. If you thrive on the intersection of technology, people, and process, we want to hear from you.
$77k-118k yearly est. 5d ago
Senior Private Banker & Wealth Advisory Leader
Jpmorgan Chase & Co 4.8
Relationship manager job in Chicago, IL
A leading financial services firm based in Chicago is seeking a Private Banker to advise clients on wealth management. The role involves managing relationships, generating new business, and offering comprehensive financial solutions. Candidates should have a Bachelor's Degree, over six years in Private Banking, and proven sales experience. The position requires various financial licenses to be obtained shortly after hiring. This is an opportunity for those motivated to deliver exceptional client service and grow their career within a supportive team. #J-18808-Ljbffr
$35k-79k yearly est. 2d ago
Customs Brokerage Manager
RÖHlig Logistics
Relationship manager job in Mount Prospect, IL
Shaping the Future of Logistics- Your Career Starts at Röhlig Whether it's sea freight, air freight, or contract logistics, at Röhlig Logistics you'll help create tailor-made solutions that move the world forward. As a global, family-owned company founded in Bremen, Germany in 1852, we've built our reputation on reliability and trusted partnerships. Röhlig USA is a global freight forwarder specializing in air, ocean, and contract logistics. We deliver customized supply chain solutions through a network of over 2,700 employees worldwide. As a privately owned company, we focus on long-term partnerships and high-quality service. Our U.S. team is growing rapidly, driven by innovation, reliability, and customer success. We are seeking a dynamic Customs Brokerage Manager to lead our team in Mount Prospect. The ideal candidate has strong industry experience and a proven track record of leading and developing brokerage teams. What you will do: Adhere to, train and advise team in areas of Customs Brokerage Regulations. Monitor team performance against Company standards and department goals, regular audit of shipment documents and accounting. Monitor problem files and implement corrective action when needed. Issue work instructions to team members to ensure timely and orderly file flow including release, billing, and auditing. Monitor staff training needs; identify and develop training objectives. Conduct regular staff meetings; communicate department goals and expectations. Document review and assessment of accuracy, verifying country of origin/export, IOR, terms of sale and value to ensure that compliance and federal regulation requirements are achieved. Daily follow up on documentation discrepancy issues which requires the ability to troubleshoot and communicate effectively, both verbally and in writing with customers and foreign origins. Escalate any unresolved issues or risks before they materially impact RUSA Work closely with other departments and branches to deliver a high level of service to customers. Perform other duties as assigned Resolves discrepancies, while keeping record of discrepancies via the Innovations and Incidents Management (IIM) to ensure compliance Adhere to the minimum standard to which Rohlig USA is committed (Quality ISO 9001:2015, Environmental ISO 14001:2015). What you bring: Licensed Customs House Broker preferred At least 7 years' experience as an entry writer Ability to work with demanding deadlines in a high-pressure environment Proven analytical and problem-solving skills Excellent communication skills, both verbal and written Excellent team building skills and ability to work independently Good planning and organizational skills; ability to multitask and be a self-starter Proven reliability MS Word, Excel, PowerPoint experience required What we offer: At Röhlig, we believe in supporting our employees' well-being, growth, and work-life balance. That's why we offer a competitive benefits package designed to empower you both personally and professionally: Comprehensive Medical, Dental, and Vision Insurance - Keeping you and your family healthy is our priority. 401(k) Plan with Company Match - We're invested in your future and help you save for retirement. Generous Paid Time Off (PTO) - Whether you're planning a vacation, taking care of personal needs, or just need a mental health day, we've got you covered. Supportive Work Environment - From career development opportunities to a collaborative culture, we ensure you feel valued every step of the way. If you're looking for a workplace where your contributions matter and your well-being is supported, we'd love to have you on board. Join our international team of more than 2,700 colleagues across 35+ countries and collaborate on exciting projects for customers around the world. You'll work in a supportive, trust-based, and collaborative environment that values open communication and empowers you to share your ideas and grow professionally. At Röhlig, we're committed to helping you build a long-term career while maintaining a healthy work-life balance - because we believe success is best achieved together. Apply now and shape the future of logistics with us! For further information about the position or the application process, please reach out to: Mark Aulisio Talent Acquisition Manager *********************** More information on ***************
$49k-82k yearly est. 4d ago
Client Solutions Manager - Big Box - Global Business Solutions - Chicago
Tiktok 4.4
Relationship manager job in Chicago, IL
About the Team: TikTok's Global Business Solutions (GBS) team is at the forefront of driving advertising innovation, offering scalable solutions for brands to connect with audiences in meaningful ways. Our Enterprise Ad Sales team partners with some of the largest global brands, enabling them to leverage TikTok's unique platform to drive business impact. The GBS team thrives on creativity, collaboration, and results. Responsibilities: * Cultivate and maintain strategic partnerships with clients, serving as a trusted advisor and key point of contact for day-to-day client communications. * Develop and execute media strategies tailored to client goals. * Leverage deep product expertise to help clients activate full-funnel strategies - from brand awareness to performance - ensuring TikTok's solutions are effectively aligned to client objectives. * Educate clients on TikTok's products, platform updates, and best practices to drive campaign success. * Analyze campaign data to identify strategic optimizations and upsell opportunities, and provide clients with proactive performance insights and actionable recommendations. * Coordinate cross-functional teams and resources to deliver on long-term account plans and strategic client initiatives. * Diagnose and troubleshoot client issues alongside cross-functional teams, such as Product and Engineering.Minimum Qualifications: * 4+ years of experience in client solutions, account management, digital advertising, AdTech, or a related field. * Proficiency in analyzing and utilizing data tools such as Excel, Data Studio. * Ability to thrive in a fast-paced, rapidly evolving environment. * Must be willing to work in Chicago Preferred Qualifications: * Experience with performance-driven (programmatic or social) advertising and/or auction-based ad platforms. * Proven track record of driving revenue growth, developing media strategy, and managing advertiser relationships. * Expertise in crafting and delivering compelling QBRs that address client needs and showcase TikTok's platform capabilities through data-driven storytelling. * Familiarity with measurement frameworks and attribution models. * Experience diagnosing and solving technical problems in collaboration with product and engineering teams.
$71k-114k yearly est. 46d ago
Sales Manager, MaxMara Chicago Flagship
Max Mara Fashion Group
Relationship manager job in Chicago, IL
TITLE: Sales Manager REPORTS TO: Store Manager / Regional Manager The Sales Manager is responsible for day-to-day staff productivity development in line with the store's strategy, building highly motivated teams and developing the staff to the next level. Ensuring established sales and profit goals are met both individually and as a team. This individual will assist with supervising and providing the staff with support to reach their goal while modeling MaxMara standards of customer service. In addition, all floor related operational activities are responsibility of the Sales Manager. CORE RESPONSIBILTIES: 1. Customer Service • Must have the ability to maintain and communicate the Company's commitment to goals, drive sales, and motivate team's performance • Assist assigned stylist by Store Manager in their daily appointments and operations. Assist all other sales associates as needed. • Actively builds client confidence by creating an engaging interactive experience • Assist assigned stylist with retaining and gaining new clients, meeting conversion goals and continues to service existing client base • Resolves customer service issues swiftly • Ensure customer's needs are met without hesitation. • Assist sales associates in consistently meeting /exceeding both store and individual sales goals including KPI's • Maximize the customer experience • Maintain positive outlook and professional demeanor while supporting company initiatives • Stresses importance of developing a local clientele with the goal of enlarging top tier loyal client base • Ongoing reinforcement of all aspects related to clienteling 2. Staff Development • Monitor and encourage client development by supporting assigned top stylists, as per directive of Store Manager and Regional Manager, with all CRM related tasks such as client outreach, client lists analysis, management of follow ups, operational activities (approval & appointment set up, ringing sales etc.) • Manage on the floor to maintain a strong presence • Can align other team members to reach goals to support the business • Creates a store environment that emulates the company DNA 3. Operations • Achieve and exceed individual sales goals. Assist with achieving the Company's sales plan for your boutique or outlet by leading the store team to drive sales through constant training and modeling of outstanding customer service skills • Perform all point-of-sale (POS) cashier-level functions • Ring any approvals going in/out of the stylist • Ringing all of assigned stylist individual sales and returns and all other associate's as needed. • Check on the finished alts, B2E orders and COP's for assigned stylist's clients. • Daily communication with assigned stylist and have merchandise for client appointments set up in the fitting room. • Communicates all store related issues to Store Manager when unable to solve on their own • Answer all incoming calls and direct customer inquiries to appropriate party • Assist with closing and opening procedures to ensure the store is ready for business, including compliance to visual merchandising standards • Maintain and monitor the staff's compliance with Company policies and procedures on sales, customer service, dress code, etc., and provide feedback to Store Manager and Assistant Store Manager as needed. 4. Human Resources • Ensure all company policies and procedures are being followed on the sales floor • Exhibit strong communication skills that are clear and concise with the store team, assigned top stylists, Management and Regional Manager • Create a positive store atmosphere that consistently motivates the team • And other duties assigned from time to time REQUIRED SKILLS/EDUCATION • BA a plus • Minimum 2 years of supervisory experience in the apparel industry with a proven track record of driving sales and excellence in customer service; luxury a plus • RTW and/or shoe experience is a plus; product experience in luxury or high-end retail is strongly preferred • Strong interpersonal, organizational, and communication skills • Training, interviewing, organizational, and performance management skills. • Able to work independently as well as collaboratively • Proficient computer skills • Ability to manage conflict • Must be able to lift, carry, or otherwise move objects weighing up to 15 pounds when merchandising sales floor using ladders or stairs. Max Mara is an Equal Opportunity Employer. M/F/D/V
$53k-103k yearly est. 4d ago
Jewelry Sales Manager- Chicago
Neiman Marcus 4.5
Relationship manager job in Chicago, IL
WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary . It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus has a rich history as a brand builder, bringing together the world's top luxury designers and customers to foster a dedicated following for generations. It serves customers across its 36 stores, digital channels, and through remote selling. It is part of Saks Global's portfolio of world-class luxury retailers and real estate assets. YOU WILL BE: At Neiman Marcus, we are committed to delivering a best-in-class luxury experience through exceptional service, curated product, and personalized relationships. We are seeking a Sales Manager who will be responsible for the sales experience of the Neiman Marcus Chicago Jewelry department , facilitating partnerships across functions, driving team towards goals, and leveraging team skills to build a customer-driven sales experience, all while being a steward of Neiman Marcus. WHAT YOU WILL DO: Drive towards the achievement of maximum sales and growth following company vision and values in partnership with other functional leads for department Oversee all aspects of merchandise and communications with merchant and vendor partners (e.g., presentation, returns, and damages) Contribute to strategic goals for the store and set priorities by department Review business with applicable Buyers for department and discusses action plans to produce positive results Establish plans and strategies in partnership with Client Development Lead(s) Develop understanding of and analyze internal and external customer behaviors, trends, and preferences, adjusting processes and standards accordingly (e.g., focus programs) Plan and complete departmental budgets and ensures guidelines are being followed to minimize operating expenses and maximize revenue Support audit compliance to enforce department and stockroom controls, as applicable Manage people, product and placement, and sales promotion within department WHAT YOU WILL BRING: 3-5 years of experience in luxury retail, business strategy, planning, or sales operations-preferably within a high-performing, client-centric environment Deep understanding of luxury service standards and the business of clienteling Strong analytical skills with a proven ability to translate data into insights and action Proficient in Excel and retail reporting tools Highly organized, self-directed, and comfortable in a fast-paced, evolving environment Strong communication and partnership-building skills, with a collaborative and solution-oriented mindset Discreet and professional with the ability to support elite sellers and clients YOUR LIFE AND CAREER AT NEIMAN MARCUS: Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) An amazing employee discount SALARY AND OTHER BENEFITS: The [starting salary/hourly rate] for this position is between [$75,000-$90,000annually]. Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. [This position is also eligible for [bonus] [long-term incentive compensation awards].] Benefits: We offer the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, basic life insurance, supplemental life insurance, disability insurance, and a variety of additional voluntary benefits (such as critical illness, hospital and accident insurance). Thank you for your interest with Saks Global. We look forward to reviewing your application. Saks Global is an equal employment opportunity employer and is committed to providing reasonable accommodations to applicants with disabilities. If you are interested in applying for employment with Saks Global and would like to request special assistance or an accommodation.
$75k-90k yearly 3d ago
Client Portfolio Relationship Manager
SEI 4.4
Relationship manager job in Chicago, IL
At SEI we value our employees and believe in driving growth through change. Part of building brave futures is making a concerted effort to develop and challenge our employees to achieve their goals through internal job mobility. SEI's Institutional business delivers a range of solutions tailored to clients' investment implementation preferences. As one of the earliest and largest providers of outsourced investment management services, SEI's Outsourced CIO (OCIO) platform supports institutional investors who delegate investment management decisions through a flexible and scalable implementation model. Join our Institutional team at SEI, where we are seeking a Client Portfolio Manager to support our Defined Benefit and Taft‑Hartley clients. At SEI, we believe that success is defined by more than investment performance alone-our clients' objectives guide everything we do. As a market leader, you will help drive thought leadership and advisory engagement, fostering deep relationships with both new and existing clients. What you'll do: * Serve as a Senior Client Relationship Manager working directly with institutional clients. * Lead clients through discovery processes that deepen their understanding of their financial position and portfolio objectives. * Develop and implement customized institutional account plans. * Coordinate cross‑functional teams to deliver SEI's retirement solutions to institutional clients. * Directly manage a portfolio of 15 to 20 institutional relationships. * Drive client satisfaction by ensuring high-quality service and proactive engagement. * Identify and cultivate cross‑sale and referral opportunities across SEI solutions. Critical to success in this role are: * A broad-based investment background, including knowledge of equity, fixed income, alternative investments, and risk management principles. * Understanding of the institutional retirement marketplace and the role of investment portfolios within broader corporate risk frameworks. * Demonstrated relationship‑management experience with institutional clients. * Ability to set and manage client expectations. * Skill in synthesizing asset‑class positioning across portfolios and distilling insights into a cohesive total‑portfolio narrative. What you bring to the table: * Minimum 7 years of investment industry experience. * Proven success managing large institutional plan relationships. * Specific Taft-Hartley marketplace experience. * Strong written and verbal communication skills. * Strong critical‑thinking and problem‑solving skills. * Ability to respond effectively and professionally in client-facing situations. * Strong work ethic and enthusiasm for collaborating as part of a client team. * Proficiency with PowerPoint, Excel, Word, and other Microsoft Office applications. Attributes we value: * CFA designation or advanced degree preferred. * Training or academic background in economics or finance strongly preferred. * Strong organizational skills, attention to detail, and accountability. * Ability to work collaboratively within a team, supported by excellent interpersonal skills and a strong work ethic. The base salary pay for this role is $150,000 - $250,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
$150k-250k yearly 4d ago
Client Partner | Financial Services
Slalom 4.6
Relationship manager job in Chicago, IL
Who You'll Work With Our Financial Services industry team helps organizations redefine what's possible, give shape to the future-and get there. We focus on high-impact projects, meeting our clients where they are to uncover business needs and deliver results. Our teams go beyond the expected to help clients move confidently through ambiguity and risk and drive more transformative outcomes. Slalom is actively seeking a Client Partner in Chicago to grow the Slalom brand within our Financial Services clients across Insurance, Commerical Banking, Capital Markets and Wealth/Asset Management. This Client Partner will lead the way in solving the industry's most pressing challenges across all our services. This role is targeted at a Director level. Do you thrive on standing beside clients to set strategic direction, deliver solutions, and innovate for the future? We'd love to get to know you! What You'll Do Business Development: * Identify and lead opportunities within our managed accounts. * Comfortable selling to and creating new opportunities within the Financial Services portfolio. * Own and manage, the life cycle of a consulting sales process and all steps in the pre-sales motions for advisory work. * Maintain an ongoing market presence to establish Slalom as a top-of-mind strategy, business, and technology consulting firm for Financial Services clients. Client Service and Delivery Leadership: * Drive account growth by developing annual account plans and executing the strategy to drive new sales. * Guide the development teams to ensure strong delivery is aligned with the client's goals. * Utilize your deep industry knowledge, partner with your client(s) to help influence strategic direction and identify ways Slalom can help them achieve business objectives. * Lead from the front through billable roles on active engagements such as client service lead, delivery lead, SME, engagement lead, or accountable executive. * Provide oversight and governance across all sold/managed engagements. Operate a fiscally healthy industry sector including levers such as utilization, revenue, gross profit, and pipeline. Portfolio Leadership: * Assist in developing the industry strategy and business plan for the portfolio. * Collaborate with other practices to bring new solutions to the market. * Identify opportunities for growth/maturation of Slalom offerings and help set the direction for that growth. * Provide thought leadership to clients through developing market POVs. What You'll Bring Industry Background / Knowledge: * Deep understanding in at least one of the following sub-industries: Insurance, Commerical Banking, Capital Markets and/or Wealth/Asset Management. * Strong knowledge of industry market structure (products, players, technologies, industry dynamics, and relevant regulatory topics). Examples: * Technologies like advanced digital banking platforms, capital market trading solutions, wealth management advisory tools, and trends in digital transformation and automation. * Regulatory frameworks impacting the financial services industry and evolving standards in risk and compliance. * Lead and participate in elaborate discussions with professionals and senior executives across banks, investment firms, insurance companies, asset managers, pension funds, regulatory bodies, and market utilities providing key data and analytics solutions to the financial services industry. Qualifications, Skills, and Competencies: * A minimum of 5 years of experience in Financial Services OR a minimum of 5 years' experience within a leading consulting ﬁrm with a focus on the functions above. * MBA or equivalent preferred. * Comfortable working with and selling to Senior Financial Services Executives. * You must live within a commutable distance of the Chicago or Milwaukee Metropolitan Area. About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $170,000 to $255,000. In addition, individuals may be eligible for an annual discretionary bonus. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.
$170k-255k yearly 37d ago
Private Banking Relationship Manager
Greenstate Credit Union 3.9
Relationship manager job in Naperville, IL
The Private Banking Relationship Manager plays a key role in delivering advanced financial solutions and strengthening relationships with high-net-worth members. This position manages a substantial portfolio, serving as a trusted point of contact to understand member goals and provide tailored guidance across investment, credit, and estate planning needs. The role ensures exceptional service through proactive collaboration with internal partners and contributes to initiatives that enhance private banking programs and member experience. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. Salary range for this position is $121,149.60 - $141,637.86 with a progressive benefit package. Essential Duties and Responsibilities Performs essential duties and responsibilities in the following areas which may include but are not limited to those listed and are subject to change. Adheres to the Credit Union's core values and Service Standards in conducting GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Develop and maintain strong relationships with high-net-worth members to understand their financial goals and deliver personalized solutions. Provide tailored financial guidance and connect members with appropriate products and services, including investment strategies, credit solutions, and estate planning resources. Manage and grow a substantial portfolio of high-net-worth accounts, ensuring exceptional services and proactive engagement. Identify opportunities to deepen relationships and expand wallet share through consultative conversations and needs-based solutions. Collaborate with internal partners to coordinate delivery of products and services and support cross-selling initiatives. Build and maintain effective partnerships across business lines to ensure seamless service for members. Participate in initiatives that enhance private banking programs and member experience; provide feedback and recommendations for process improvements. Stay informed on industry trends and best practices to support member needs and maintain competitive offerings. Ensure compliance with all regulatory requirements and internal policies related to private banking activities. Assess member risk profiles and apply established guidelines to recommend appropriate solutions and mitigate risk. Performs other duties as assigned. Job Requirements/Expectations Education & Experience Bachelor's degree or equivalent combination of education, training, and experience. Master's (MBA or similar) degree preferred. Five to seven years of experience in private banking, wealth management, or financial services. Skills & Competencies Proven track record in client relationship management and business development. Strong analytical and financial acumen, with the ability to interpret complex financial data. Excellent interpersonal and communication skills, with the ability to build rapport with highnet-worth clients. In-depth knowledge of investment products, Insurance, and credit solutions. Ability to work in a fast-paced, dynamic environment. Other Requirements Integrity and a client-first mindset. Positive attitude and professional image. Must be bondable. Reporting Relationship This position reports to the SVP Wealth & Premier Banking. Supervisory Responsibilities This position is not responsible for the supervision of others. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #LI #ID
$121.1k-141.6k yearly Auto-Apply 21d ago
Lead Client Partner, Financial Services
Pinterest 4.6
Relationship manager job in Chicago, IL
Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product. Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible. Role Summary As a Client Partner at Pinterest, you will serve as a strategic visionary, cultivating trusted relationships with top-tier advertisers through your deep expertise in full-funnel sales. By leveraging your nuanced understanding of client businesses, you will independently engage assigned customer accounts to promote Pinterest products effectively. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients' efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success in a collaborative, dynamic environment. What you'll do: Strategic Vision and Partnership Building Develop and execute full-funnel sales strategies that encompass awareness, consideration, conversion, and retention for top-tier clients, driving measurable business results. Cultivate and maintain strong relationships across client and agency stakeholders, including C-suite, Investment, Strategy, and Activation teams, organizing key educational summits, strategy sessions, and QBRs. Build and execute a strategic business plan to drive revenue growth on Pinterest. Get buy-in from key stakeholders (internally and externally) to your strategic approach and drive accountability through influence. Drive y/y growth and spearhead annual deal conversations. Demonstrate executive presence, leadership and influence with clients by understanding the ins and outs of their business that includes but is not limited to macro trends (headwinds, tailwinds), business goals & media KPIs, opportunities, etc to think critically, the status quo and not take client directives at face value. Product Expertise and Market Influence Serve as a product expert, delivering guidance on digital ecosystem and Pinterest's ad offerings, focusing on both upper and lower funnel formats, and staying at the forefront of industry trends to address partner needs. Develop tailored media strategies leveraging industry insights to achieve business goals, driving adoption and scaling Pinterest's performance media solutions (search, catalog, feed-based ads). Internal and External Collaboration Spearhead negotiations and develop joint business plans to foster an understanding of partner goals, maximizing impact while mobilizing cross-functional teams to address complex challenges. Drive business growth by analyzing partner goals, delivering data-driven insights, and crafting compelling narratives to guide successful media strategies. Champion Pinterest's Value Champion Pinterest's value proposition by showcasing impactful ad metrics and positioning Pinterest as a key player in advertisers' media mix. Proactively identify and communicate opportunities for incremental growth, working closely with clients to expand partnerships. What we are looking for: Ad Tech and Digital Advertising Expertise: Deep understanding of full funnel advertising solutions that includes media and measurement solutions for brand, consideration and conversion. Nice to have specialized knowledge/expertise in search, display and/or social. Strong Consultative and Negotiation Skills: Proven track record of developing long-term partnerships and effectively negotiating annual partnership agreements, ensuring mutual satisfaction and driving high-value client engagements. Analytical and Problem-Solving Skills: Ability to think critically and analytically by leveraging insights, macro trends and micro performance trends to translate learnings into actionable insights to propel revenue growth. Goal and Result-Oriented Approach: Demonstrated ability to consistently achieve revenue goals while balancing both short and long-term growth objectives to foster continued partnership development. This includes a strategic, results-oriented approach to client and media management, ensuring sustainable success and mutually beneficial outcomes. Excellent Communication and Collaboration Skills: Able to thrive in fast-paced environments, maintaining high standards of operational excellence, strategic thinking, and fostering a collaborative team atmosphere. Bachelor's degree in a relevant field such as digital media or SAAS sales, or equivalent experience. In-Office Requirement Statement: We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection. This role will need to be in the office for in-person collaboration 1 -2 times per week and therefore needs to be in a commutable distance from our New York or Chicago offices. Relocation Statement: This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model. #LI-HYBRID #LI-VP1 At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise. Information regarding the culture at Pinterest and benefits available for this position can be found here. US based applicants only$101,565-$209,106 USD Our Commitment to Inclusion: Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
$101.6k-209.1k yearly Auto-Apply 7d ago
Client Portfolio Relationship Manager
Sei Global Services 4.9
Relationship manager job in Chicago, IL
SEI's Institutional business delivers a range of solutions tailored to clients' investment implementation preferences. As one of the earliest and largest providers of outsourced investment management services, SEI's Outsourced CIO (OCIO) platform supports institutional investors who delegate investment management decisions through a flexible and scalable implementation model. Join our Institutional team at SEI, where we are seeking a Client Portfolio Manager to support our Defined Benefit and Taft‑Hartley clients. At SEI, we believe that success is defined by more than investment performance alone-our clients' objectives guide everything we do. As a market leader, you will help drive thought leadership and advisory engagement, fostering deep relationships with both new and existing clients. What you'll do: Serve as a Senior Client Relationship Manager working directly with institutional clients. Lead clients through discovery processes that deepen their understanding of their financial position and portfolio objectives. Develop and implement customized institutional account plans. Coordinate cross‑functional teams to deliver SEI's retirement solutions to institutional clients. Directly manage a portfolio of 15 to 20 institutional relationships. Drive client satisfaction by ensuring high-quality service and proactive engagement. Identify and cultivate cross‑sale and referral opportunities across SEI solutions. Critical to success in this role are: A broad-based investment background, including knowledge of equity, fixed income, alternative investments, and risk management principles. Understanding of the institutional retirement marketplace and the role of investment portfolios within broader corporate risk frameworks. Demonstrated relationship‑management experience with institutional clients. Ability to set and manage client expectations. Skill in synthesizing asset‑class positioning across portfolios and distilling insights into a cohesive total‑portfolio narrative. What you bring to the table: Minimum 7 years of investment industry experience. Proven success managing large institutional plan relationships. Specific Taft-Hartley marketplace experience. Strong written and verbal communication skills. Strong critical‑thinking and problem‑solving skills. Ability to respond effectively and professionally in client-facing situations. Strong work ethic and enthusiasm for collaborating as part of a client team. Proficiency with PowerPoint, Excel, Word, and other Microsoft Office applications. Attributes we value: CFA designation or advanced degree preferred. Training or academic background in economics or finance strongly preferred. Strong organizational skills, attention to detail, and accountability. Ability to work collaboratively within a team, supported by excellent interpersonal skills and a strong work ethic. The base salary pay for this role is $150,000 - $250,000 per year. This position will also be eligible to earn a discretionary bonus each year, subject to company approval. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 21 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.
$150k-250k yearly Auto-Apply 5d ago
Dealer Relationship Manager
NCC 4.7
Relationship manager job in Chicago, IL
NCC is a leader in providing award-winning software, credit and compliance solutions, and cutting-edge data to the automotive industry for over 30 years. Our solutions help dealerships streamline operations, enhance their finance and insurance (F&I) processes, and drive profitability. We are looking for individuals who thrive in a high-growth environment. The Dealer Relationship Manager understands each customer and their active services with NCC and determines the best approach to complement their existing workflow with additional NCC products. The Relationship Manager must ensure that each existing customer utilizes all products within the National Credit Center product offering and, if not, determine why and the resolution(s) needed to retain the client. What You Will Do: Maintain a detailed understanding of products and services, assist customers with questions, and suggest the best product offering. Maximize performance with all NCC products, promote the value of the current active product(s), and upsell additional services and offerings. Assess attrition reports to identify potential defecting accounts and execute a game plan to retain the business. Review customer account activity to identify accounts that may not be using NCC services to their volume potential and identify proactive solutions to drive results. Provide first line of contact and support to all clients and seek to improve all aspects of the customer experience with NCC. Proactively perform ongoing retention activities, including monthly calls and emails, and monitor usage reports to manage increases or declines. Assist customers as needed with setting up and navigating programs or software associated with a product during the first 90 days. Promotion of such usage may include, but not be limited to, regular contact with each user to confirm usage is taking place and proactively assist with the identification and/or resolution of all items that may contribute to minimal or no usage of NCC services. Leverage account segmentation to consistently exceed monthly revenue goals, achieve KPIs, and maintain an active pipeline What You Will Bring: Three years of experience in an Automotive Retail BDC or B2B Account Management role required. Knowledge of F&I required. 2+ years of proven KPI-driven cross-sell/upsell experience and ability to identify opportunities required. Excellent written, verbal, and telephone communication skills Excellent presentation skills What We Offer: Base plus uncapped commission - 96K OTE (60K base with 36k commission) 4-month ramp Commission paid monthly Short sales lifecycle Unlimited PTO Medical/Dental/Vision Interview Process: Culture Index Survey Recruiter Screen Video Interview w/Hiring Manager Video Interview w/Senior Leadership Offer About NCC For over 20 years, National Credit Center has been a leading provider of comprehensive data, software, and marketing solutions to dealerships nationwide to increase sales, drive user engagement, and improve operational efficiencies. Learn more about us on our website: ***************** #remote Texting Privacy Policy and Information: You may receive text messages regarding your application and potentially regarding interview scheduling. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes Message frequency will vary depending on the application process. Msg & data rates may apply. OPT out at any time by texting "Stop".
$69k-103k yearly est. Auto-Apply 6d ago
Fitch Learning | Client Relationship Manager/ Director, Sales - Chicago, IL
Fitch Ratings
Relationship manager job in Chicago, IL
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. 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 Client Relationship Manager or Director of Sales based in our Chicago office. 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. * This role is commission-eligible from day one. How You'll Make an Impact: Sales and Business Development * Identify and pursue opportunities to expand into new markets and broaden our product offerings, with a focus on client-driven and niche segments * 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 You Have: * A Client Relationship Manager typically has 4+ years of experience, while a Director of Sales typically has 8+ years * Demonstrated prior experience in Commercial or Business Banking, with a solid understanding of client relationship management, portfolio growth, and revenue targets in financial institution settings * Hands-on familiarity with credit and lending products (e.g., term loans, revolving credit facilities, lines of credit, asset-based lending), including credit analysis, underwriting fundamentals, risk assessment, and deal structuring * Proven ability to translate banking product knowledge into consultative sales conversations-identifying client needs, articulating value propositions, and collaborating with stakeholders (RMs, credit teams, product) to drive adoption and close complex deals 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: When based in Chicago, you are expected to be in the office three days per week when not meeting with clients * 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 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 CHICAGO: The starting base annual salary for this role is $120,000 USD. 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: Chicago
$120k yearly 12d ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Berwyn, IL?

The average relationship manager in Berwyn, IL earns between $55,000 and $114,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Berwyn, IL

$79,000

$55,00010%

$79,000Median

$114,00090%

What are the biggest employers of Relationship Managers in Berwyn, IL?

The biggest employers of Relationship Managers in Berwyn, IL are:

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Relationship manager jobs in Berwyn, IL - 3,183 jobs

Tax Senior Manager, Private Client Services

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Strategic Relationship Manager

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Head of Customer Success - Enterprise Regional

Client Partner - Healthcare and Life Sciences (HCLS)

Client Solutions Manager

Senior Private Banker & Wealth Advisory Leader

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Client Solutions Manager - Big Box - Global Business Solutions - Chicago

Sales Manager, MaxMara Chicago Flagship

Jewelry Sales Manager- Chicago

Client Portfolio Relationship Manager

Client Partner | Financial Services

Private Banking Relationship Manager

Lead Client Partner, Financial Services

Client Portfolio Relationship Manager

Dealer Relationship Manager

Fitch Learning | Client Relationship Manager/ Director, Sales - Chicago, IL

Learn more about relationship manager jobs

How much does a relationship manager earn in Berwyn, IL?

What are the biggest employers of Relationship Managers in Berwyn, IL?