Relationship manager jobs in Brentwood, NY

About the Role We are seeking a senior engagement lead / client partner to join our Investment Management practice. In this role, you will work directly with C-suite and senior executives at leading investment managers, spearheading high-impact engagements, shaping transformation agendas, and establishing yourself as a trusted strategic advisor. This is a partner-track leadership opportunity with direct visibility to the firm's senior leadership team. Key Responsibilities Strategic Advisory: Act as a thought partner to senior executives and CXOs; build trusted relationships and influence strategic decision-making. Solution Leadership: Shape and drive innovative strategies in data modernization, advanced analytics, and AI that deliver measurable business outcomes. Client Engagement: Cultivate long-term, trust-based relationships with senior stakeholders; proactively identify emerging needs, opportunities, and original ideas. Practice Growth: Contribute to firm-wide leadership by expanding the asset management vertical with differentiated and scalable offerings. Leadership: Represent the firm's senior leadership team in client interactions; collaborate across delivery, consulting, and managed services. Team & Capability Development: Mentor, recruit, and develop project leads and consultants; contribute to culture-building, knowledge development, and internal initiatives. Key Qualifications 10+ years of relevant experience in the investment management industry, with demonstrated success in winning business and growing client accounts. Recognized executive presence, deep domain expertise, and the ability to navigate and influence complex client organizations. Proven track record of designing and delivering large-scale data, analytics, and AI-driven transformation initiatives. Strong relationship-building and advisory skills; ability to engage at the highest levels and operate effectively in politically complex environments. Entrepreneurial mindset, proactive, visionary, and capable of shaping new opportunities.

We're a 70-year-strong technology company with a rapidly expanding Managed Services division built on a simple philosophy: be obsessed with excellence. Our people-first, client-first culture has created a team where long tenures are the norm-10, 20, even 30+ years. We invest in your growth, give you autonomy, and celebrate wins together. With fast-paced organic growth and strategic acquisitions, we're scaling our East Coast footprint and looking for exceptional talent to join the journey. About the Role As a Client Success Manager, you'll own the relationship with a portfolio of fully managed and co-managed clients. You'll be the trusted advisor guiding communication, satisfaction, and strategic alignment between clients and our internal technical teams. This role is perfect for someone who thrives in MSP environments, loves building relationships, and excels at running QBRs and mapping technology to business outcomes. What You'll Do Serve as the primary point of contact for ~20-25 clients Lead regular check-ins and QBRs to drive satisfaction and retention Identify opportunities for service improvement and strategic enhancements Collaborate with engineering and project teams to ensure expectations are met Translate client business goals into actionable IT strategies Manage escalations with professionalism and proactive communication What You Bring 3+ years' experience in an MSP environment (required) Strong communication, organization, and relationship-building skills Ability to understand technical concepts (M365, Azure, networking) and convey business value Proven experience running QBRs and managing multiple client relationships A proactive, calm, and collaborative mindset Benefits & Perks Medical, dental, and vision insurance 401(k) with company support FSA, HSA, and Dependent Care FSA options Commuter benefits Employer-paid life insurance Voluntary benefits (life, disability, accident, critical illness, legal, ID protection, pet plans, and more) Employee discount marketplace, EAP, and Health Advocate services Paid time off Long-tenured leadership, stable private ownership (not PE-backed), and real career growth

We are seeking a seasoned Regional Manager that will be primarily located in New York for our nationwide student housing portfolio at FOUND Study (******************** The ideal candidate will have extensive experience in dynamic sectors such as student housing, multi-family housing, hospitality, or senior living. This role requires exceptional organizational, communication, and leadership skills, along with a proven ability to develop innovative solutions. The Regional Manger will collaborate closely with Hawkins Way Capital (******************* and FCL Management (fclmgmt.com) leadership teams to strategize and develop long-term plans aimed at enhancing productivity and achieving success across our Midtown properties. Key responsibilities include collaborating with senior management at the Midtown properties to establish performance goals and long-term operational strategies, analyzing current processes to recommend improvements, and setting benchmarks and KPIs to maximize efficiency in departments such as engineering and housekeeping. The Regional Manager will also work with corporate and asset management teams to develop and adhere to financial plans, implement established policies and procedures, and ensure seamless transitions for new acquisitions or management contracts. In addition, the role requires managing vendor relationships for work performed in high-rise buildings, overseeing student housing operations with attention to safety and service standards, and navigating New York City's building permit process to ensure regulatory compliance and timely execution of projects. A minimum of 3-5 years of experience in a related field, with at least 2 years in a leadership role, is required. A bachelor's degree in business administration or a related field is preferred. Join us as we continue to grow and innovate in our industry. If you are passionate about operational excellence and have the vision to lead our team into the future, we encourage you to apply for this exciting opportunity. EOE.

Hybrid Working: 4 days in-office, 1 day remote Salary: $75,000-$95,000 base + uncapped commission with no threshold At Harnham, we've been specialists in Data & AI recruitment for nearly two decades. With a global reputation and deep expertise in one of the fastest-growing industries in the world, we're now looking for a Client Development Manager to join our New York office and lead on client acquisition, partnership growth, and strategic account development within our Contract Recruitment division. This is a purely client-facing role designed for someone who loves building relationships and driving commercial success. You'll focus on identifying new opportunities, expanding client portfolios, and ensuring our partners have the best contract talent in the market, working closely with our delivery consultants to make it happen. The Opportunity This is an exciting chance to take ownership of a high-growth business area within one of Harnham's most in-demand markets. You'll play a key role in driving client engagement, building long-term partnerships, and positioning Harnham as the go-to firm for Data & AI contract hiring across the U.S. What You'll Be Doing Driving new business acquisition and expanding existing client relationships. Acting as a commercial partner to clients, advising on contract hiring strategies and market trends. Collaborating with our internal delivery consultants to ensure seamless recruitment delivery. Negotiating terms, managing accounts, and maximising revenue through strategic planning. Representing Harnham at client meetings and industry events to build visibility and credibility. Why Join Harnham? Earning Potential: Up to 30% uncapped commission with no threshold and annual performance bonuses. High-Impact Role: Focus purely on clients, with the autonomy to shape your own market. Top-Tier Clients: Partner with leading names across tech, finance, retail, and beyond. Career Growth: Clear progression opportunities into senior client leadership roles. Culture & Support: A collaborative, ambitious team that values performance, development, and success. Who We're Looking For An experienced recruiter or sales professional with a proven client acquisition track record. Strong commercial acumen and the ability to identify, pitch, and close new business. Skilled relationship-builder with excellent communication and negotiation abilities. Someone who thrives in a fast-paced, performance-driven environment. Previous experience in data, analytics, or technology recruitment is advantageous but not essential. Join a team that's shaping the future of contract recruitment in Data & AI, where you'll have the freedom to build, grow, and make an immediate impact. Apply now or get in touch for a confidential conversation.

Company: Landscapes by Jeffco, Inc. About Us: Landscapes by Jeffco is a family-owned landscape firm specializing in high-end residential design, build & maintenance along with comprehensive lawn & plant health programs. We take pride in craftsmanship, client relationships and horticultural excellence across all divisions. After 40 years in business, our slogan, 'Our Bottom Line is Quality,' continues to set us apart. Position Overview: We are seeking a motivated horticultural professional who is ready to spearhead a dynamic role within a small, fast-paced company. An ideal candidate is passionate about plant health, detail-oriented, personable and capable of managing multiple responsibilities throughout the season. Key Responsibilities: Oversee and refine our lawn and plant health care programs. Develop and implement an organic fertilization program. Support daily operations and maintain communication with clients and crew (Managing Accounts). Contribute to the continuous improvement of field practices and sustainability standards at Jeffco. Renew annual contracts & build out contract proposals. Other tasks/responsibilities as assigned. Bonus: ability to plan and execute seasonal display installations. Qualifications: Degree or coursework in horticulture, environmental science, or related fields. 2+ years of professional landscape experience. Strong understanding and interest in turf and ornamental plant care. Capable of field management and hands-on work. Detail-oriented communicator with leadership potential. Clean record. Bonus: Spanish speaking. Compensation & Growth: Competitive pay based on experience. Paid time off. Medical insurance. Company phone & vehicle. Retirement plans. Supportive work environment emphasizing continued education and autonomy. Please apply via LinkedIn or reach out to Jeff II at ****************************** with a brief introduction and your resume. We look forward to connecting!

Founded in 2012, Invisible North is a female-owned creative marketing agency headquartered in NYC with global reach. We are a team of culturally fluent account experts, strategists, creatives, designers, and producers pushing the limits of possibility. Together, we champion creativity and build thoughtful campaigns, experiences, and content that solve business problems and bring brands to life. We are looking for a Senior Account Manager based in our NYC office to lead and orchestrate the of execution for our client's that deliver on project executional excellence and KPI's.. The ideal candidate will be a culturally plugged-in strategic thinker and a passionate and communicative team member. This position will lead day-to-day functions of client service management with a focus on leading and supporting project teams and workflows to deliver the excellence that IN brings to all projects. Additionally, this role will positively contribute to making Invisible North's culture an envy of the industry, a studio that turns out jaw-dropping creative and design, and does so by upholding an inclusive, flexible, and giving work environment. While our main office is located in DUMBO, Brooklyn, we work as a distributed team. For this role, we do prefer that part of your time be spent collaborating with the team in person in our Brooklyn office. This position is full-time with a 90-day entry contract. Roles + Responsibilities Team Leadership Leads by example, promoting an environment that fosters collaboration and excitement for the work Sets the bar by leading with confidence and handling stressful situations with a calm and positive attitude Provides clear roles and responsibilities for any junior team members assigned to projects Client Relationships Key client point of contact across mid-to-large-sized priority projects Seeks opportunities in the marketplace to gather information from various channels and stakeholders to understand the client's role in the marketplace and opportunities for greater work Business Development Responsible for organic growth against existing clients and portfolio Develops open dialogue with clients to discuss opportunities to upsell or provide support beyond current or existing projects Project Development & Operations Co-Own (with Production) all project budgets and work with resourcing and department leads to align on forecasting and planning in accordance with work and project needs Build trusted relationships across internal cross-functional teams to lead the agency to deliver against all project deliverables and deadlines Support internal department leads in guiding clients through creative development and production processes from pitch through project recap and wrap-up Measure and report on the performance of brand/client initiatives, and develop insights to inform future strategies. Work with cross-functional partners to ensure that brand initiatives are integrated across all appropriate touchpoints. issues in the process and develop methods to improve Strategic Planning Consistently stay up to date on news & trends impacting clients and relevant industries, and share with the larger account team through annual planning sessions and group presentations Works with senior account leadership to develop insights and savvy business planning to bolster creative ideas and experiential activations Skills + Qualifications Must have at least 5+ years of relevant experiential experience working with major clients in an agency setting or similar work environment; 5-8 years of experience preferred Strong communication skills, both verbal and written Willingness to learn and grow in the client service industry and ultimately want to grow in this position Proven ability to multitask, prioritize, and manage time efficiently between accounts and projects AND thrive in fast-paced environments Proactive and looks for additional work or tasks to expand skill sets Polished, professional demeanor, and projects confidence Ability to work both independently and with multiple cross-functional teams Demonstrated a history of establishing effective working relationships across diverse teams Comfortable leading small teams and driving presentations and meetings Ability to synthesize information and effectively convey direction to cross-functional teams Based in NYC and able to work in office Able to travel to project locations and the IN Office as needed Availability to work occasional weekends and evenings as needed for specific projects (and to be made up with compensatory time off) You Are Responsive - you take time to consider your actions to ensure you have thought through what is best for your projects, team, and clients Passionate - to grow the brand as much as the brand's own managers Highly Organized - with the ability to take in large amounts of information, process information, and distill it into a thoughtful action plan for internal teams to action Analytical - with the ability to process learnings and feedback and develop assessments for the best ways forward for both internal and external teams Level Headed - able to voice creative thinking and problem-solving in constantly changing environments and team dynamics Strategic and Creative Thinker - with the ability to review work and catch potential issues and develop quick creative solves Compensation Full-Time Salary: $90,000 - $105,000 / year *This is not a guarantee of compensation or salary, the final offer amount may vary based on factors including but not limited to experience and geographic location. Benefits (once full time) Unlimited Paid Time Off (PTO) Paid parental leave Premium medical, dental, and vision plans 401(K) savings plan with match among other benefits Our Health Benefits Program includes 24/7 virtual care, Flexible Spending Accounts, and online mental health therapy Commuter benefits, long-term disability insurance, life and AD&D insurance, and supplemental life insurance A flexible remote/hybrid working model, with open access to IN's Brooklyn office (DUMBO) Half-day Summer Fridays Company-sponsored internal events, workshops, summits, and learning & development At IN, we acknowledge that to be a forward-thinking, culture-led agency, we must actively foster and uplift a multitude of perspectives, backgrounds, and ways of thinking within our team. We seek to work with those who are a culture add, not just a culture fit. We believe that the best ideas come from authenticity and that the unique passions, identities, and points of view of our team are what make us All IN. IN is WBENC certified. To apply, please submit your resume to *********************** and indicate Senior Account Manager in the subject heading.

UNI Diamonds is on a mission to revolutionize B2B diamond trading through smart, AI-driven tools. We help diamond professionals get access to an extensive inventory, learn about market changes and insights using data, and sell using augmented reality technology. Our North America team is growing, and we are looking to add on-site Account Managers to help boost our success with US-based diamond wholesalers and retailers. As an Account Manager, you will be measured on driving revenue from trading on our platform, along with your ability to bring pipeline and more subscriptions. You will also be involved in shaping our go-to-market strategy and laying the foundation for a robust sales team and client base. Core Responsibilities Engage with our existing customer base to enhance trading on our platform, re-engage existing pipeline and discover growth opportunities from our book of business. Penetrate new markets in the US - proactively and independently approaching through outbound prospecting (calls, emails, LinkedIn, etc.). Qualify inbound and outbound leads based on defined criteria. Conduct discovery calls to understand customer needs and pain points. Maintain a pipeline of leads and manage follow-ups in a CRM system. Collaborate closely with the sales and marketing teams to align messaging and campaigns. Qualifications & Skills 3+ years of experience in diamond and jewelry wholesale / retail sales positions. GIA graduate is a plus. Outgoing, has the drive and enthusiasm required to do the role with a can-do mindset. A scrappy self-starter who can spot new opportunities unaided with a flexible, persistent, and assertive personality. Ability to work in a fast-paced environment and handle rejection in an-old school market. Excellent communication and interpersonal skills. Strong organizational and time management skills, and familiarity with CRM tools and sales engagement platforms. A team player, strong service driven approach. Bachelor's degree in Business, Marketing, Communications, or related field (or equivalent experience). What to expect: Employment Type - full time employee based at NYC This position requires frequent travel domestically, and outside of the US from time to time Competitive base salary, with the right incentives (60K-85K annually) Health, dental, vision and life insurance, 100% covered for the employee plus a very good cover for immediate family. 401(k) and Paid PTO Meaningful, purpose-driven work A supportive and inclusive environment The ability to help us determine the future direction of the company Opportunity to join a high growth start up and a fast-paced international, diverse, and collaborative team of professionals.

Senior Account Manager - Private Label Sweaters (with Product Development Oversight) Employment Type: Full-Time RDG Global is seeking an experienced, highly motivated Senior Account Manager to lead one of our major Private Label Sweaters businesses. This role is responsible for managing the full customer relationship, driving business growth, and overseeing the product development process in partnership with Design, Technical Design, and Production teams. The ideal candidate brings deep sweaters product knowledge, strong customer-facing experience, and the ability to manage costing, sourcing, and the entire development lifecycle. You will be the strategic partner to the customer and the internal lead who ensures the right product is delivered on-time, at target cost, and with best-in-class quality. What You'll Do Account Management & Customer Leadership Act as the primary point of contact for assigned private label sweaters account(s), building and maintaining strong customer partnerships. Represent the business in all customer-facing conversations including line reviews, milestone meetings, fit reviews, and executive-level presentations. Understand the customer's brand aesthetic, assortment strategy, calendar, and financial goals to drive accurate execution and new opportunities. Partner with VP/Executive leadership on sales performance, IMU planning, projections, and seasonal margin strategy. Communicate proactively with customers and internal teams to ensure transparency, alignment, and timely issue resolution. Product Development Oversight (Concept → Shipment) Manage the full product lifecycle in partnership with Design, Tech Design, and Pre-Production-from design handoff through sampling, approvals, production, and shipment. Oversee development calendars (TNA) to ensure all deadlines and milestones are met. Drive sample development, including proto, AR/AD, PP/TOP approvals, and work with teams to address fit, construction, and yarn comments. Provide clear, accurate communication between customer and internal teams regarding fit feedback, quality standards, yarn choices, and compliance requirements. Ensure all products meet customer expectations for quality, fit consistency, yarn performance, and brand positioning. Costing, Price Negotiation & Financial Management Partner with Costing, Pre-Production, and factories to support price negotiations, target costing, and margin achievement. Analyze cost drivers and maintain awareness of historical costing benchmarks and competitive pricing. Support leadership with forecasting, margin reporting, seasonal projections, and account financial planning. Identify opportunities to improve profitability through sourcing strategy, yarn selection, stitch design, or factory allocation. Sourcing & Production Coordination Work closely with Pre-Production and factory partners to ensure timely sample delivery, accurate execution, and production feasibility. Monitor weekly WIP reports to stay ahead of potential issues and ensure on-time delivery. Support internal teams in resolving quality, fit, construction, and compliance issues originating from sourcing or production. Maintain understanding of yarn capabilities, sweater construction techniques, and vendor strengths to support effective sourcing decisions. Cross-Functional Leadership Lead weekly internal cross-functional team (CFT) meetings with Design, Tech Design, Costing, Production, and Sourcing. Act as the central communication hub, ensuring everyone is aligned with customer expectations and development priorities. Maintain up-to-date knowledge of customer manuals, PLM systems, processes, and seasonal calendar updates. Collaborate with Design and PD teams to deliver customer-right assortments each season. Travel Travel 4-5 times per year for customer meetings, store visits, line reviews, and product presentations. What You Bring 8-10+ years of experience in wholesale, private label, manufacturing/vendor environments, or consumer-facing apparel businesses. Strong sweaters experience is required - including understanding of yarns, gauges, sweater construction, stitch techniques, and category nuances. Proven experience managing customer relationships in a private label or vendor environment. Background partnering with sourcing, production, or PD teams on costing, development, and product execution. Demonstrated ability to negotiate prices, manage margins, and support IMU and seasonal financial targets. Excellent communication, presentation, and relationship-building skills. Highly organized with strong follow-through and ability to manage multiple priorities in a fast-paced environment. Proficiency in Excel, Outlook, PowerPoint; PLM experience (Bamboo Rose a plus). Why Join Us Opportunity to own and grow a key private label sweaters business. Work cross-functionally with talented teams across design, product development, sourcing, and executive leadership. Be a key driver of product, financial, and customer success in a category-critical business. Fast-paced environment where your expertise in sweaters and account leadership truly makes an impact.

Sales Manager - Transportation & Logistics Adecco Client Opportunity Our client is expanding their transportation division and is seeking an experienced Sales Manager with a strong background in LTL and FTL services. This role will be responsible for developing the commercial strategy, building a sales team, and driving revenue growth within the NY and NJ market. Position Overview The Sales Manager will establish the foundation for a new sales function focused on transportation services. This includes designing sales processes, defining market direction, building new customer relationships, and developing scalable commercial solutions. The ideal candidate has previous experience building a transportation sales organization and leading high-performance teams. Key Responsibilities Build a commercial strategy for transportation services including pricing, market segmentation, and target accounts Lead recruiting efforts for the sales team and provide ongoing coaching and development Establish repeatable sales processes and customer engagement workflows Develop relationships with shippers and secure new transportation business across LTL and FTL Lead contract negotiations focused on profitable growth Collaborate closely with operations to ensure smooth service execution Evaluate industry pricing trends and market activity to refine commercial strategies Create reporting tools, KPIs, and performance dashboards for sales metrics Ensure compliance with transportation regulations and internal commercial guidelines Required Experience Experience building or scaling a transportation sales function Proven ability to recruit, train, and manage sales professionals Strong background negotiating transportation agreements with shippers Able to balance strategic planning with active sales execution Skilled in CRM platforms, sales workflow management, and TMS tools Qualifications Bachelor's degree in Business, Logistics, Supply Chain, or related area (MBA a plus) 7+ years selling transportation services (LTL and FTL required) 3+ years in a sales leadership role Demonstrated success achieving revenue targets and developing new business Solid understanding of pricing models, freight networks, and industry regulations This position will have direct impact on shaping the transportation sales direction, establishing processes, and driving long-term commercial success. It offers substantial ownership and the opportunity to build something from the ground up.

About Us At Ibex, we design and deliver premium outdoor performance apparel built from natural merino wool. As part of Flour Funds, we are growing quickly and expanding our wholesale presence both domestically and internationally. We are seeking a Wholesale Sales Manager to lead and execute our wholesale strategy, build strong retail and distributor relationships, and ensure our brand is represented with excellence across all markets. Role Overview The Wholesale Sales Manager will be responsible for driving wholesale revenue growth, managing independent sales reps and international distributors, and ensuring that our brand is showcased consistently across all wholesale channels. This individual will play a central role in trade shows, seasonal sales planning, international distribution, and dealer support. This role requires strong organizational skills, relationship management expertise, and the ability to balance strategic vision with hands-on execution. Key Responsibilities: Wholesale Strategy & Management Develop and manage wholesale budget, calendar, and reporting standards. Establish seasonal sales programs to meet business growth targets. Oversee contracts and agreements with reps, distributors, and partners. Plan and execute brand representation at major tradeshows and regional events. Sales Rep Management Recruit, onboard, and support independent sales reps. Provide reps with updated sales tools, samples, line sheets, and seasonal kits. Set sales targets and territory goals, ensuring accountability and performance. Host seasonal sales meetings, line reviews, and mid/post-season reviews. Monitor rep performance, approve orders in Hubsoft, and validate program discounts. International Distribution Identify, onboard, and manage international distributors. Develop territory-specific sales strategies, pricing, and marketing support. Provide training, sales forecasting, and seasonal workbooks for partners. Drive distributor success through ongoing engagement and in-market support. Dealer & Customer Support Serve as primary contact for B2B wholesale customers. Manage Hubsoft setup for new customers, products, and promotions. Oversee order flow, credit approvals, and customer service escalations. Ensure merchandising and in-store presentation meet brand standards. Cross-Functional Collaboration Work closely with Product, Marketing, and Design on seasonal workbooks, assets, and campaigns. Coordinate with Logistics and Customer Service to ensure seamless dealer support. Manage wholesale sampling, marketing materials, and storage logistics. Qualifications 5+ years of experience in the Outdoor Retail industry (wholesale sales or Retail sales manager). Strong negotiation, communication, and presentation skills. Experience managing trade shows and wholesale events is ideal. Proficiency in B2B sales platforms (Hubsoft experience a plus). Highly organized, detail-oriented, and capable of managing multiple priorities. Willingness to travel for tradeshows, regional events, and partner meetings. Why Join Us? Be part of a growing, purpose-driven outdoor brand rooted in sustainability. Opportunity to shape and scale the wholesale business across global markets. Collaborative, entrepreneurial team culture with room for growth. Competitive compensation and benefits package.

Commercial Banking Relationship ManagerCountry: United States of America Your Journey Starts Here: Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Commercial Banking Relationship Manager will be responsible for the sales, service and retention of complex and profitable Commercial relationships. The Incumbent is responsible for new business development, portfolio management, credit quality and overall relationship management of an assigned portfolio of commercial customers. This person will work independently to manage and develop complex commercial accounts that meet the bank's lending requirements and maximize profitability while minimizing risk. This role acts in a trusted advisor role to companies generating ideas, advice and solutions, usually to the larger companies in the assigned territory. This is a senior level position and will report to the Head of NY/NJ C&I. • Cross sells all bank products and direct the coordination of product partners in the attainment of business plans. • Owns the relationship as primary point of contact. • Acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial customers. • Sources prospects and COI's. • Individual budget responsibility in alignment with Incentive Plan Goals. • Works in collaboration with credit professionals to produce written support of new or renewing credit exposure. • Represents Santander in civic and community functions. • Identifies, evaluates, structures and documents commercial credit transactions. • Drives revenue growth through self-sourced opportunities within the upper-end / more complex universe of commercial customers and prospects. • Anticipates emerging customer trends as a basis for recommending products and services and expanding the business. • Solves unique problems with broad impact on the business segment and financials. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Bachelor's Degree or equivalent work experience: Business, Finance, Economics, or equivalent field. - Required. Extensive experience prospecting and generating new business with companies having > $100M annual revenue. 12+ Years of experience in a lending; credit, Treasury Management, Private Wealth Management sales training or financial services position. - Required. 7+ Years of demonstrated experience and success in meeting sales goals, managing client relationships and experience in credit, credit support or financial analysis. - Preferred. 7+ Years of experience in prospecting and relationship managing - Required. • Superior knowledge of commercial banking products and services (both credit and non-credit). • Proven ability to manage high-end Middle Market Clients. • Ability to work independently and leverage professional relationships within and outside the bank. • Deep understanding of capital structures. • Deep product knowledge in all bank offerings. • Extensive knowledge of financial analysis, risk evaluation, loan documentation and commercial loan structures. • Full utilization of sales automation tools and related technologies. • Superior sales presentation, interpersonal, negotiation and written and verbal communication skills, evidenced both internally and externally. • Working knowledge of Capital Markets including Loan Syndications, Private Equity, Debt Capital Markets and non-bank loan alternatives. • Persuasion, Diplomacy, Negotiation and closing skills. Certifications: No Certifications listed for this job. It Would Be Nice For You To Have: Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range Minimum: $135,000.00 USD Maximum: $225,000.00 USD Link to Santander Benefits: Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com) Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this . The employer has the right to revise this at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next: If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at ****************** to discuss your needs. Primary Location: New York, NY, Madison Ave Corp Other Locations: New York-New York Organization: Santander Bank N.A.

The Cabrio Client Manager is the high touch client expert who is responsible for overseeing, managing and providing white glove service to a roster of non-profit clients. From development and event strategy to marketing direction and feedback, they act as the representative of the Cabrio Group in all client relation matters, while calling on cross functional support (event coordination, graphic design, and other shared services) as needed. The client manager will build strong trusted relationships and effectively manage their portfolio of clients. To learn move visit Cabriogroup.co Key Responsibilities In partnership with CEO, accountable for oversight of full client strategy and execution processes, to ensure the highest standards are met. Client Relationship Management and Strategy Development Onboard new clients build strong relationships, understanding their organizational DNA and goals Craft an aspirational annual roadmap and individual client strategies to maximize the success of the organization. This might be a combination or events, marketing and collateral, and building of infrastructure within the organization Prepare high-level state-of-the-business reports, sharing insights with leadership and clients. Attend key meetings and meet with client partners. Identify challenges and proactively bring innovative solutions to leadership and client. Event Planning with Cross Functional Support Identify partners who can deliver on event and development needs to match client strategy- leaning on shared services team as needed for support in implementation Work with shared services lead and team to follow processes and maintain project plans to ensure quality of services and delivery of results are maintained. Attend events for your client organizations, traveling as needed (primarily to Brooklyn, NY or Deal, NJ) Creative and Marketing Add input to and oversee the creation and maintenance of creative assets, including donor books and development presentations and event marketing materials. (With support from Shared services team) Coordinate and align PR and marketing efforts with clients, reviewing and approving campaigns and materials to ensure they align with the organizations style, guide and messaging. Create innovative ways to reach the clients donor base and supporters Research and Analysis Conduct regular research in key areas of nonprofit and event management and best practices as part of company growth strategy Research and brainstorm new categories and new opportunities appropriate for organizations Partner with CEO on identifying potential partner organizations and building pitches to win the business. Support sales activities as needed. Qualifications & Requirements Bachelors Degree 5+ years in account or client management- non profit experience preferred, but not required Focus on relationship building and nurturing plus creative problem solving Demonstrated ability to think creatively and strategically Excellent presentation skills and communication skills Excellent relationship building skills Strong understanding of client and relationship and processes Ability to develop and execute effective organizational plans and strategies Travel and Office Requirements Please note that during the Spring and Summer, there are many client events beyond traditional working hours. These events primarily take place in Deal, NJ or Brooklyn, NY. The client manager is expected to be present at events for their clients. Travel and hotel arrangements will be made to allow for attendance at these events, and adjustments to work schedules will also be made. We are currently in a hybrid work schedule where we are in the office Mondays- Wednesdays each week and remote Thursdays and Fridays. Our office is located in Flatiron District NYC. Over the summer a satellite office will be open in Deal, NJ and employees can choose to work from this office or the NYC office.

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Work location: Rye Brook, NY Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications. Role Summary: Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products. Key Skills: Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client. Communication - strong verbal and written skills Multi-tasking - staying on top of multiple priorities with varying deadlines. Process orientation - being able to adhere to the bank's policies and processes for task completion. Being proactive - taking initiative and responsibility to resolve client problems under limited supervision. Technology Strengths: Microsoft Outlook: primary communication method for internal and external clients Microsoft Word: drafting customer correspondence or memos Microsoft Excel: creating or updating client statements. Salesforce and nCino knowledge are a plus. Must-Haves: At least 6 years banking experience - preferably in a business/commercial banking or private client setting A “can-do” attitude The desire to learn and grow in a fast-moving organization. The ability to occasionally travel to different work locations and client locations. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Job Description CoreVest American Finance (CAF) is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Include the following but not limited to, other duties may be assigned. Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CAF at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CAF Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CAF's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: The responsibilities listed below are required. Accommodations may be made to enable the individual with disabilities to ensure the individual can perform the essential functions and responsibilities. Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Working Conditions: Typical office environment Travel required, up to 10% Computer, keyboard, telephone, fax machine, scanner and copier, etc. Occasional overtime work required throughout the year A reasonable estimate of the base compensation range for this role is 55K + commission. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Who You'll Work With Slalom Greater New York is seeking a Client Partner to join the team to expand the Slalom brand within our New York Capital Markets line of business. You will work closely with capability leaders and other markets to collectively establish Slalom as the "go-to" consulting partner for transformation projects across business and technology. The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. This leader will also deliver solutions that enhance our transformation story and build on our strong foundation with our current strategic & emerging partners. Note: Director or Senior Director level, hybrid role and requires living in commutable distance to our NYC office. What You'll Do * Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New York area. * Build and Maintain trust-based Relationships - Drive new connections and deepen relationships within the market and the client accounts. * Industry Expertise - provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services. * Building our Capability - Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc. * Financial Management - overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables. * Sales Pipeline Management - generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests. * Delivery and Quality Management - oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations. * People and Talent Management - providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing. * Administration - ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration. What You'll Bring * 15+ years of knowledge and experience in the Financials Services, specifically Capital Markets and/or Asset and Wealth Management industries * 5-10 year's experience managing teams of 3+ resources through all lifecycles of a project * Excellent team builder and player, with a learner philosophy * Experience simultaneously managing multiple projects across multiple domains and/or clients * Experience developing and marketing thought leadership assets in the Financial Services industry * 5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry * Experienced in building relationships with CXOs and business decision-makers * Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills 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 $206k to $329k. 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.

We're looking for an experienced Vendor Relationship Manager / Market Data Analyst to join our Data Vendor Management team. This team forms and manages our relationships with various financial market data vendors and exchanges while partnering directly with traders, researchers, and internal stakeholders to identify and assess the data requirements that drive our trading strategies. You will be responsible for negotiating new contracts and ongoing contract renewals and maintaining the inventory management platform for our contracts, including the cost structure for each. You will also help with usage reporting and audits to ensure that our team continues to best meet the firm's needs. Managing this correctly requires working with several teams across Jane Street, including Legal, HR, Engineering, Accounting/Finance, and other business areas, to ensure that new contracts are fully understood and vetted, invoices are processed on time, and colleague requests for new data vendors and services are heard and considered. About You Experience with vendor negotiation and relationship management Motivated self-starter who can handle competing, time-sensitive priorities Strategic thinker who can apply critical analysis to make decisions and solve problems Excellent writing and people skills; shares information and explains ideas clearly Working knowledge of FITS, MDSL, or INFOmatch inventory system preferred If you're a recruiting agency and want to partner with us, please reach out to **********************************

#TeamNextdoor Nextdoor (NYSE: NXDR) is the essential neighborhood network. Neighbors, public agencies, and businesses use Nextdoor to connect around local information that matters in more than 340,000 neighborhoods across 11 countries. Nextdoor builds innovative technology to foster local community, share important news, and create neighborhood connections at scale. Download the app and join the neighborhood at nextdoor.com. Meet Your Future Neighbors Nextdoor's Client Partner (Account Executive) team is a diverse, driven, and strategic group of salespeople focused on connecting brands with our community of neighbors through our growing portfolio of advertising products. The team culture mirrors the larger business focus, relying on building trusted relationships both internally as well as with our partners. The Sales team drives results for its brand partners while creating neighbor value. We're a purpose-driven company and we're recruiting like-minded sales professionals who are as passionate about customer value as they are professional growth, and building a culture of belonging. At Nextdoor, we offer a warm and inclusive work environment that embraces a hybrid employment experience, providing a flexible experience for our valued employees. The Impact You'll Make Nextdoor Client Partners help advertisers by connecting them with our hyper-local community of neighbors across the United States through our native advertising platform. You will develop and build a pipeline and drive new business through the full sales cycle (from prospecting to closing). To succeed in this role, you will need a deep understanding of storytelling, experience with social and native advertising, and an expertise in digital marketing objectives. You are ambitious and thrive in a startup environment, with a demonstrated ability to build detailed sales and revenue generation plans, while also being able to roll up your sleeves and execute tactically. Your responsibilities will include: Drive revenue growth by identifying and pursuing new business opportunities Regularly assess client satisfaction and identify opportunities for growth and upsell/cross-sell Develop multi-funnel digital campaigns that clearly achieve advertiser objectives, while staying true to the Nextdoor brand and neighbor community Consistently meet or exceed revenue quotas Effectively manage account expectations and work with the Ad Solutions team to ensure successful campaign performance and account retention Collaborate effectively with all internal stakeholders. Demonstrate an ability to prioritize both short and long-term Navigate ambiguity with a positive attitude and growth mindset Ability to tell compelling stories with data Provide thoughtful feedback to internal marketing, product and operations teams to drive business innovation Relentlessly pursue new prospects and sales opportunities Build relationships with key decision-makers across complex marketer and agency partners Manage a robust pipeline and accurately forecast revenue outcomes Participate in in-person Nextdoor events such as trainings, off-sites, volunteer days, and team building exercises Build in-person relationships with team members and contribute to Nextdoor's company culture What You'll Bring To The Team 4+ years of experience in advertising sales and/or account management A history of securing new business partners exceeding ~$500k quarterly Experience with Salesforce and prospecting tools (e.g., LinkedIn, Pathmatics) Advanced sales, communication, and presentation skills Strong understanding of platform-based media buying, including marketing campaigns aimed at brand awareness as well as driving lower funnel consumer action Excellent planning and organizational skills A passion for community building, to inspire a more inclusive team and diversity of thought, both at Nextdoor and in your own neighborhoods Eagerness to explore and apply AI and emerging technologies to reimagine how work gets done Rewards Compensation, benefits, perks, and recognition programs at Nextdoor come together to create one overall rewards package. Overall, total compensation will vary depending on your relevant skills, experience, and qualifications. The compensation range for this role includes a base salary + commission structure with a 50/50 split. Commission will vary depending on your achievement of sales-related goals and objectives. The budgeted OTE (on-target earnings) inclusive of base + commission is in the range of $180,000-$230,000 (base salary of $90,000-$115,000) on an annualized basis. We also expect to award a meaningful equity grant for this role. With quarterly vesting, your first vest date will be within the first 3 months of your start date. When it comes to benefits, we have you covered! Nextdoor employees can choose between a variety of great health plans. We cover 100% of your personal monthly premium for health, dental, and vision - and provide a OneMedical membership for concierge care. At Nextdoor, we empower our employees to build stronger local communities. To create a platform where all feel welcome, we want our workforce to reflect the diversity of the neighbors we serve. We encourage everyone interested in our mission to apply. We do not discriminate on the basis of race, gender, religion, sexual orientation, age, or any other trait that unfairly targets a group of people. In accordance with the San Francisco Fair Chance Ordinance, we always consider qualified applicants with arrest and conviction records. For information about our collection and use of applicants' personal information, please see Nextdoor's Personnel Privacy Notice, found here.

Role: Strategic Relationship Manager Role Purpose The Strategic Relationships Manager plays a critical role in cultivating meaningful engagement with key influencers across the commercial real estate network, with a primary focus on the architecture and design (A&D) community, and additional outreach to project management firms, developers, end users, and real estate professionals. Approximately 50% of the role's effort is concentrated on the A&D segment, where early influence and thought partnership are essential. This position is designed for a next-generation relationship-builder - someone with 3-5 years of industry experience, a strong foundation of existing connections, and a demonstrated ability to identify new opportunities, pursue them with focus and consistency, and build momentum with key decision-makers. With an instinct for connecting people and ideas, the Strategic Relationships Manager is accountable for driving visibility, building trust, and positioning the firm to win new business. A vital component of this role includes the curation, coordination, budgeting, and execution of targeted engagement events - such as roundtables, panel discussions, or showroom gatherings - that bring together design influencers and project stakeholders. This role is also expected to proactively generate leads, participate in networking groups, and contribute to business development intelligence. Core Responsibilities Influencer Engagement & Relationship Building: Cultivate relationships with A&D firms, developers, project managers, real estate advisors, and end users. Join and participate in relevant lead generation/networking groups. Opportunity Identification & Development: Leverage networks to uncover project leads. Generate and qualify new business leads. Event Curation & Execution: Plan and execute high-impact engagement events. Own the full event lifecycle. Internal Collaboration & Insight Sharing: Coordinate with MillerKnoll sales reps. Contribute to monthly pipeline meetings and provide market feedback. Brand Representation: Serve as a brand ambassador. Represent the company at key industry events and forums. Key Performance Indicators (KPIs) Influencer Engagement: 25 high-value touchpoints per week Lead Generation: 20 new leads per month Account Development: 12 active relationship plans per month Event Execution: 1 curated engagement event per quarter Internal Contribution: Participation in monthly pipeline meetings Market Visibility: Strategic participation in events, with qualitative impact tracked via leadership recaps Qualifications: 3-5 years of experience in business development, design industry engagement, or influencer management Established network within the A&D community preferred Bachelor's degree in business, design, marketing, communications, or a related field Core Competencies: Strategic relationship-building and networking Project and event planning capabilities Self-motivated, proactive, and detail-oriented Strong communication and influencing skills Client-first values and brand stewardship EQUAL EMPLOYMENT OPPORTUNITY Equal Employment Opportunity has been, and will continue to be, a fundamental principle at Creative Office Resources. Creative Office Resources is an equal opportunity employer, and does not discriminate based upon an individual's race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, military service ad veteran status, national origin, age, disability, genetic information (including family medical history), political affiliation, or other non-merit based factors protected by federal, state and local laws. These protections extend to all terms and conditions of employment and management practices and decisions, including recruitment and hiring, appraisal systems, promotions, training, and career development.

The Institutional Relationship Manager (Field Rep) will be responsible for the outreach supporting one or more Government Savings division lines of business, which includes, the 529 (Direct, Advisor, ABLE) and or State Facilitated Retirement Program (SFRP) programs, with the goal of increasing participation in the existing plan. This specific outreach role is in support of New York's 529 College Savings Program Direct Plan in the New York City area. The outreach support will depend on the line of business assigned but may include conducting 529 college savings seminars and outreach to employers, community groups and other local organizations on behalf of their respective 529 plans. And or be responsible for engaging with employers to educate them on their respective SFRP plan and assisting them with the registration and facilitation of the program. Supporting an advisor plan, the position would function as an external wholesaler to support the growth and awareness of the plan by working with and developing relations with key financial intermediaries throughout the assigned territory. Financial intermediaries include but are not limited to, Broker/Dealers, National & Regional Banks, Independent Advisors and Registered Investment Advisors. Responsibilities also include assisting the end-user clients to understand the importance of saving and the benefits of the respective program. Each role would require day-to-management of the assigned territory and driving marketing campaigns for those plans. Section 2: Job Functions, Essential Duties and Responsibilities STRATEGY AND OUTREACH Develop and delivery of an effective outreach strategy to support plan and territory. Conduct educational workshops and deliver a balance of in-person and virtual presentations. Partner with key stakeholder groups to provide information / training and garner support. Identify and develop success stories for use in program promotion and outreach. Raise awareness via tabling at various expos, conferences, fairs, and networking events. Adhere to internal standards of outreach policy, procedures, objectives, and budget. Provide strategic planning for growth and track relevant statistical data to demonstrate impact. Ensure compliance and product expertise in all interactions. INTERNAL PARTNERS Work with Relationship Manager to understand any client, State or Board considerations. Coordinate with Marketing on any promotional or PR related initiatives. Coordinate with Legal and Compliance to ensure adherence to all guidelines. Serve as the local point of contact and trusted member of Relationship Management team. Work with the team Director to understand and implement best practices. Work closely with other team members and actively participate in team meetings. Demonstrate ownership of plan goals, growth, engagement, and sales performance. Work closely with the team to create and implement a successful sales strategy. Sales strategy will revolve around overall plan growth, which includes overall contributions or sales, overall account generation, and key inflow indicators such as payroll. Present to and meet with employers to explain and promote the benefits of payroll direct deposit, positioning and supporting our plans as a workplace voluntary benefit. Solidify relationships, generate new business, create opportunities to elevate the Plan to the financial intermediary channel. Manage administrative responsibilities according to company policies involving travel and expenses, CRM updates, calendars and schedules, conference call participation, email retention, organization, and continuing education. EXTERNAL PARTNERS Represent Ascensus and Plan in the community to the highest standard. Help build and maintain a strong relationship between Ascensus and our clients. Source and develop leads with employers, community groups and local organizations. Develop relationships with proponents of financial literacy in the community. Develop relationships with key elected officials and state government agencies. Serve as the key point of contact to our clients, including but not limited to, State, Board, Broker Dealers, or other financial intermediaries. Assist our clients in raising awareness and enhancing the education and usage of our Government Savings programs. Partner with clients to ensure goals and outreach efforts are clear and well calibrated, with a detailed understanding of any unique needs. Demonstrate an effective impact of all outreach efforts via annual recap or as required. Resolve problems and address in a productive way to improve future functionality. Highlight success stories to demonstrate successful program promotion and outreach. Provide data to key clients on, but not limited to, growth, sales trends, industry trends, key firm performance indicators, etc. Work closely with the Director and Relationship Manager to understand the Board goals for the plan and help them execute initiatives to drive awareness and enrollment. Along with the Director and Relationship Manager, represent Ascensus to the Board and other state entities in a highly professional and respectful manner. Coordinate implementation and service support services as necessary. INDUSTRY EXPERTISE Develop a strong working knowledge of plan rules, guidelines, and unique nuances. Serve as an external and internal expert and source of product knowledge. Stay abreast of any changes to applicable laws and rules that affect product line. Attend and represent product lines within Ascensus, client sessions and or at industry conferences. PROJECT WORK Lead or assist in project work to support an efficient sales and service experience. Track and report on activities, sales and key relationships that demonstrate positive sales impact. Be mindful and creative in leveraging available technology to reach client and plan goals. Identify activities to engage in to maintain an active calendar within annual budget limits. Work with Marketing to develop outreach communication/marketing materials that are effective and compliant in driving enrollment, participation and as applicable, for use by advisors, key firms, and partners to promote and facilitate program adoption and usage. CORE VALUES Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and / or unapproved disclosure of information that could result in harm to Ascensus or our clients. The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements The position will be home-based; however, occasional night, weekend and overnight travel throughout the assigned regions will be required to effectively manage and serve clients. Bachelor's degree is required. Current Series 6 or 7 and 63 FINRA licenses is highly preferred. Or ability to obtain within 90 days. 3-5 years financial services experience in sales, marketing, or client service. Excellent organization, communication, and presentation skills Experience or knowledge of specific product line is highly preferred: Direct or advisor sold 529 plans. ABLE programs. Retail IRA products and Employer Retirement plans. Successful sales or client management experience. Strong relationship building skills with a client-facing focus. Strong time and territory management. Excellent oral, written, and interpersonal communications skills. Energetic, self-motivated, positive attitude, goal oriented with a high degree of integrity. Proficient in all MS Office applications Ability to work independently from home and while traveling. Residency in a designated State may be required. Expectations for moderate travel at 25-50%. Bi-lingual preferred (Spanish) For virtual remote positions, we require an uninterrupted workspace during business hours and an internet work speed of 25 Mbps or better. If you are unsure of your internet speed before applying, please check with your service provider. We are proud to be an Equal Opportunity Employer The national average salary range for this role is $70,000-$90,000 in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits. Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.