Relationship manager jobs in Brookhaven, NY - 688 jobs

A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

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

The Multiple Myeloma Research Foundation (MMRF) is the largest nonprofit in the world solely focused on accelerating a cure for each and every multiple myeloma patient. We drive the development and delivery of next-generation therapies, leverage data to identify optimal and more personalized treatment approaches, and empower myeloma patients and the broader community with information and resources to extend their lives. Central to our mission is our commitment to advancing health equity so that all myeloma patients can benefit from the scientific and clinical advances we pursue. Since our inception, the MMRF has committed over $500 million for research, opened nearly 100 clinical trials, and helped bring 15+ FDA-approved therapies to market, which have tripled the life expectancy of myeloma patients. To learn more, visit **************** MMRF CORE VALUES: At the MMRF our core values define both who we are and how we work together as an organization. We believe in investing in our team and building a culture that will help us pursue our highest level mission to accelerate a cure for each and every multiple myeloma patient. Our five core values are expressed below: Prioritize Patients - Patients are at the center of everything we do.Every decision we make is grounded in the needs and best interests of the patients we serve. Drive Innovation - We are committed to pursuing big, bold ideas.Taking risks, trying new approaches, and challenging the status quo are necessary to speed new discoveries. Deliver Solutions - Taking on complicated challenges is what sets us apart. To deliver results, we must be decisive, take action, and act with urgency on behalf of the myeloma community. Do It Together - We know that together, we are stronger.We work cross-functionally with the entire community to achieve our mission and are invested in the success of others. Build Trust - We build trust-based relationships. We advocate for each and every myeloma patient by committing to diversity, equity, and inclusion and treating others with respect. POSITION OVERVIEW: The National Manager, Team for Cures (Endurance Events) is a leadership role on the peer-to-peer fundraising team, reporting to the Director, Peer-to-Peer Fundraising Team for Cures. The National Manager leads the strategic growth, implementation, and execution of the organization's endurance-based fundraising initiatives, including marathon, hike, cycling, and virtual endurance events. This individual will be responsible for implementing peer-to-peer fundraising best practices to drive successful event recruitment and fundraising outcomes. They will oversee the endurance program expansion's, participant recruitment, and revenue growth strategies to achieve fundraising goals. The National Manager is a revenue-generating role that will lead a small team responsible for reaching and exceeding fundraising goals. Additionally, this role will manage their own portfolio of events and as needed, local/regional create your own fundraising events. The National Manager brings experience in managing fundraising staff, working collaboratively within a large team, and a demonstrated history of successful direct fundraising responsibilities in charity marathon programs. They also bring knowledge and experience in executing hike, cycling, and wraparound event/third party/DIY fundraising events and stewarding volunteers. The ideal candidate is a seasoned peer-to-peer fundraising professional who is a quick-on-their feet relationship builder and fundraiser, demonstrates strong business acumen, professionalism, and possesses leadership and coaching qualities. You know how to build and grow a peer-to-peer fundraising event through engagement, recruitment, fundraising, and marketing/promotion, while engaging volunteer champions. You instinctively promote and provide ongoing customer-service centered outreach to ensure participants are engaged in fundraising, volunteerism, and community-building. You thrive in a large team, love to collaborate, coach, inspire others, and celebrate others' wins. KEY RESPONSIBILITIES INCLUDE: Leadership & Effective Team Management Lead the organization's endurance events fundraising portfolio, including the following revenue targets for 2026: $1.4 million marathon program, $100,000 hike program, and $150,000 cycling program Lead, coach, mentor, and effectively mobilize a small team of fundraising staff Support team's development of fundraising plans to achieve revenue and recruitment goals; Offer continued support and coaching. Ensure processes are being adhered to and that direct reports are accountable Operations Collaborate with Fundraising Operations Manager and Director, Peer-to-Peer Fundraising to develop processes to support successful program implementation. Ensure clear communication with stakeholders, and increase efficiencies across internal endurance fundraising team. Oversee the successful launch and implementation of existing and new endurance events, ensuring participant satisfaction, operational excellence, and revenue delivery. Manage budgets, revenue forecasts, and performance metrics to track financial outcomes and growth opportunities. Strategic Planning Develop and execute a strategy to grow the organization's marathon-based fundraising teams and endurance programs. Listen and elevate ideas from direct reports to successfully support program expansion. Act as a thought-partner in exploring revenue-diversification opportunities, including sponsorship opportunities. Effective Cross-Functional Team Collaboration Collaborate with Development, Marketing, Strategic Partnerships, and regional P2P teams to strengthen participant and revenue pipelines, as well as elevate brand presence at endurance events. Collaborate with partner agencies to ensure the successful launch of our experiential fundraising events, from website launch to event day. Communications Develop or complete reports and presentations to share strategy, programmatic updates and revenue progress. Assist in the development of fundraising communications. Create any graphics or promotional collateral, if needed Owned Portfolio of Fundraising Events Lead recruitment and stewardship of volunteer leaders, endurance athletes, and fundraising participants. Provide customer service and tailored support to fundraisers, donors, and community members Cultivate key partnerships with race organizers, sponsors, and community stakeholders to expand team participation and visibility. Identify and implement innovative strategies to retain fundraisers and increase average fundraising per participant. Other duties as assigned. Qualifications: REQUIRED: 7+ years experience in peer-to-peer fundraising programs At least 2+ years direct walk or run program fundraising experience; 2+ years directly overseeing marathon events Strategic planning and revenue growth expertise Proven track record of exceeding goals Strong, clear communication and team leadership skills Excellent writing skills Event coordination and large-scale fundraising success Budget management and contract knowledge Excellent customer service Project management and multitasking abilities Ability and willingness to travel Goal-oriented with ability to motivate and empower others Volunteer management experience (building committees, local boards, volunteer training) Corporate sponsorship prospecting, recruitment, and cultivation experience Fundraising platform & CRM knowledge and proficiency (DonorDrive, Salesforce, and Concur knowledge a plus) Project management skills Canva proficiency Microsoft proficiency (Teams, Excel, PowerPoint) PREFERRED: Bachelor's degree Public speaking experience Experience participating in or managing charity teams for major marathon events (Boston, Chicago, New York City, etc.). Technical proficiency EEO STATEMENT The Multiple Myeloma Research Foundation (MMRF) is an equal opportunity employer and does not discriminate against any candidate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, military and veteran status, sexual orientation, or any other factor protected by federal, state, or local law. The MMRF does not sponsor/facilitate any type of work authorization for this role. All applicants must currently have original valid unrestricted authorization to accept new employment in any role in the U.S. with any employer. There is also no future employer-provided sponsorship for this role to obtain or extend authorization to work in the U.S.

At SOL Mental Health, we're not just building another clinical practice-we're redefining what's possible in mental healthcare, and that starts with exceptional people like you. As an early-phase organization with ambitious goals, we offer something rare: the chance to truly own your function and make a lasting impact on an industry that desperately needs innovation. Your Contributions Matter Here We understand that exceptional mental healthcare requires more than just talented clinicians. It demands a foundation of operational excellence, innovative thinking, and robust support systems-areas where your expertise becomes invaluable. At SOL, you'll find: · True ownership opportunities in a growing organization where your ideas can become organizational standards · Direct access to passionate executive leadership committed to building both an exceptional service and an exceptional workplace · Career development pathways that evolve as we grow, with opportunities emerging faster than in established organizations · Cross-functional collaboration that exposes you to multiple aspects of healthcare innovation and practice management Why Building Something New Matters Building a leading mental health practice is challenging-we don't pretend otherwise. But when passionate professionals unite under a common mission, exceptional things happen. Your contributions at SOL won't disappear into the machinery of a large organization; they'll visibly shape our practices, culture, and success. We're looking for a driven and relationship-oriented Provider Partnerships Manager to accelerate SOL's growth through high-impact provider and group partnerships. In this role, you'll build and expand relationships across mid-market and enterprise healthcare organizations, helping connect patients to the mental health care they need. You'll manage a dynamic territory of 100-200 accounts, conduct on-site and virtual meetings with provider groups, and drive integrations that lead to measurable referral growth. This is a great fit for someone who thrives in a fast-paced, mission-driven environment and enjoys combining strategy, analytics, and relationship-building to make a tangible impact. This position will be a remote role in the Long Island market - in the field 4-5 days/week Qualifications: 1-3 years of experience in health systems or EMR sales with a proven track record of generating leads, closing complex partnerships and achieving 100%+ of sales targets Inside or outside sales experience selling directly to doctors/practices Relationship driven Passion for mental health access and improving whole person outcomes Excels in the field 4-5 days/week (based remotely) Proficiency with Salesforce for terrirory management, pipeline tracking, CRM integrations and advanced features like Einstein Analytics or Salesforce Maps Strategic thinker with a consultative sales approach Key Responsibilities: Conduct 35-50 face-to-face contacts per week with mid-market (10-49 providers) and large/executive accounts (50+ providers), delivering tailored pitches that highlight SOL's value (e.g., seamless referrals, improved outcomes) Activate 5 groups and 20 providers per month through integrations like EHR setups, bidirectional data flows, and marketing kit distributions, securing 3-5 referrals per provider/group per month for 100+ appointments Build and maintain enterprise relationships by mapping accounts to parent systems and negotiating partnerships aligned with value-based care or ACO goals, fostering scalable referral streams Manage a pipeline of 100-200 active accounts, prioritized by opportunity scoring in Salesforce workbooks, and leverage PowerBI for trend analysis (e.g., heatmaps, predictive referral ramps) to optimize territory performance Collaborate with Provider Development Representatives for lead handoffs, document best practices for a plug-and-play partnership model, and contribute to workflow refinements like referral data capture to ensure closed-loop feedback Up to $150,000 annually: base salary starting at $75,000, plus up to $75,000 in commission potential - with uncapped earning opportunities as you grow and exceed goals. Assistance during ramp period will also be included. We do things differently at SOL. Our values guide everything we do: ❤️ We lead with heart 💡 We look for good in others 💪 We strengthen each other 🏆 We strive for excellence 🚀 We break new ground If you're looking for a team that values your expertise, supports your growth, and empowers you to make an impact, we'd love to connect. Join us in shaping the future of mental health care. At SOL Mental Health, we believe that diversity and inclusion are essential to fulfilling our mission. We are committed to creating a workplace where everyone feels valued, respected, and empowered to contribute. We actively seek candidates from diverse backgrounds and experiences, and we ensure equitable hiring practices throughout our recruitment process. SOL Mental Health is proud to be an equal opportunity employer and encourages applicants from all walks of life to apply. Ready to lead the charge? Apply today and help us build a brighter future for mental health!

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For Develop in-depth knowledge of client portfolios; regularly engage with clients. Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors. Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships. Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment. Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities. Other such duties may be necessary to maximize client relationships. What You'll Bring Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction. Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. Understanding new information's implications for current and future problem-solving and decision-making. Managing one's own time and priorities to ensure the meeting of deadlines. The ability to communicate information and ideas in spoken or written form so that others will understand. Education & Experience Minimum Required: High School Diploma or Equivalent required. Minimum Required: 10 years of financial services experience. Licenses & Credentials Minimum Required: FINRA Series 7 & 63. FINRA Series 65 (66) may be required depending on the business coverage. Systems & Technology Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Compensation Range Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Relationship Manager, Trust Investment Solutions Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. Job Description: The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team's clients. This team delivers the firm's fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country. We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client's unique needs and developing a comprehensive plan to address their current and future business needs. The Relationship Manager has the opportunity to leverage the team's exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business. Requirements Qualifications: · Bachelor's degree · 5-10+ years of relationship management experience in the financial services industry · Extensive investment knowledge · Strong time management and organization skills · Excellent communication skills - interpersonal, verbal and written · Strong work ethic - honest, reliable and disciplined · Willingness to travel; Core hours are standard · Proficient in Microsoft Office and CRM-related software Work Schedule Expectations: 1. This is a full-time exempt position with a professional-level work schedule equivalent to 40 hours per week, generally aligned to Monday through Friday, standard business hours (e.g., 8:00 a.m. - 5:00 p.m.). Due to the client-facing nature of Trust & Fiduciary Services, the position requires flexibility in scheduling, including adjusting hours as needed to meet client deadlines, attend meetings, or manage complex trust matters. 2. The role requires periodic travel to client sites, referral partners, and company offices. 3. Occasional early morning, evening, or limited weekend availability may be required for client meetings or events. 4. Actual hours worked may vary depending on business demands, but exempt status means the role is not eligible for overtime compensation. Firm Description: Founded in 1966, Midwest Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at *********************** to learn more about the firm, our team and our services. Salary Description $100,400 - $169,400 plus sales+ service incentive

Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. The intention of the Relationship Manager role is to: * to ensure that each client's experience with Opal Wealth Advisors is exceptional * to serve as the primary contact for all clients * to partner with the Advisory Team and Client Service Team to fulfill client needs and requests * to ensure lead financial advisors have the administrative resources to deliver the best client experience. Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role. Communication skills must be incredible as well as the desire to be of service. No task is too much when it comes to serving our clients.

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. RESPONSIBILITIES • Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. • Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. • Actively participate in thought leadership as EPIC grows and optimizes the private client practice • Provide mentorship and leadership to Private Client Associates • Develop cooperative and professional relationships with our carriers. • Manage renewal activity from start to close. • Deliver complete and accurate renewal reviews according to agency guidelines. • Look for sales opportunities by account rounding and selling additional coverage. • Assume ownership of customer concerns and feedback until completion. • Remarket accounts according to agency guidelines or at the request of the producer or insured. • Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed. • Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership. • Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards. EDUCATION AND EXPERIENCE • College degree preferred, P&C Insurance License required • 5 + years Client Management Experience • Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. • Sagitta (ATS) and ImageRight experience is preferred. SKILLS AND ABILITIES • Possess excellent written, verbal, and organizational skills. • Must be able to work within a team environment. • Account Executives are expected to avoid E&O situations. • Demonstrate a sense of urgency when responding to an inquiry. • Must possess the ability to multi-task and prioritize multiple projects. • Must possess attention to detail. • Must be punctual and reliable. • Must be able to keep information confidential. COMPENSATION: The national average salary for this role is $90 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid

Welcome to Ovation Healthcare! At Ovation Healthcare, we've been making local healthcare better for more than 40 years. Our mission is to strengthen independent community healthcare. We provide independent hospitals and health systems with the support, guidance and tech-enabled shared services needed to remain strong and viable. With a strong sense of purpose and commitment to operating excellence, we help rural healthcare providers fulfill their missions. The Ovation Healthcare difference is the extraordinary combination of operations experience and consulting guidance that fulfills our mission of creating a sustainable future for healthcare organizations. Ovation Healthcare's vision is to be a dynamic, integrated professional services company delivering innovative and executable solutions through experience and thought leadership, while valuing trust, respect, and customer focused behavior. We're looking for talented, motivated professionals with a desire to help independent hospitals thrive. Working with Ovation Healthcare you will have the opportunity to collaborate with highly skilled subject matter specialists and operations executives, in a collegial atmosphere of professionalism and teamwork. Ovation Healthcare's corporate headquarters is located in Brentwood, TN. For more information, visit ********************** Summary: The Client Engagement Team serves as the principle executive contact with Ovation Healthcare's Supply Chain members. In this role, the Client Engagement Manager is responsible for working with the members, specifically the C-Suite, Executive Leadership, and Supply Chain team within the facility to drive value and savings to enhance their performance, as well as expanding Ovation Healthcare's footprint with the member and driving growth. The Client Engagement Manager establishes and maintains professional business relationships, expedites the utilization of Ovation Healthcare contracts and offerings by the members. The Client Engagement Manager serves as a trusted advisor to the member(s) s/he supports, engaging member executives regularly for the purpose of helping them achieve savings, improving performance, promoting standardization, and eliminating waste in the Supply Chain function and other key areas of their enterprise. The Client Engagement Manager has leadership responsibility to develop and maintain a robust account plan and executing against that plan to identify opportunities for his/her accounts to improve operational and financial performance. The Client Engagement Manager effectively utilizes various data and analytics tools and reports to analyze and present key opportunities to the member(s) s/he supports, as well as summarizing and presenting savings results and other key information to the member(s). The Client Engagement Manager works to coordinate Ovation Healthcare resources to ensure that Ovation Healthcare members are supported as effectively as possible, experiencing superior service that results retention, as well as advocacy and promotion of Ovation Healthcare to prospective members. This high profile and professional position may be home-based or office-based, depending on location of account assignments. Portfolio of assigned strategic accounts includes Hospitals, Ambulatory Surgery Centers, Long Term Care facilities, and/or Behavioral Health facilities. The ability to travel up to 50%, including overnight travel, is required for the role. Key Responsibilities: * Move strategic customers from current state to a trusted strategic partnership; formalize partnership through an agreement that is recognized across Ovation Healthcare and the account. * Meets member specific targets for organic growth, contract performance, compliance, conversions, renewal, savings and strategic objectives. * Establishes productive, professional and consultative relationships with C-Suite, executive personnel and supply chain team throughout member organization, building credibility and trust through collaboration. * Leads solution development efforts that best address customer needs, while coordinating the involvement of all necessary Ovation Healthcare personnel. * Proactively leads a joint company-strategic account planning process that develops mutual performance objectives, financial targets, and critical milestones for a one-to-three-year period that leads to a clear action plan for success. * Coordinates the involvement of the Elevate teams to develop and articulate a strategic vision for member to meet account performance objectives and customers' expectations. * Builds strategic partnerships with accounts to further advance company goals of revenue and margin enhancement. * Keeps the organization's vision and values at the forefront of decision-making and action. * May supervise staff assigned to support responsibilities for specific customers. Knowledge, Skills & Abilities: * Working knowledge of healthcare industry, supply chain, GPOs, clinical and business personnel * Supply Chain Processes - Demonstrated understanding of end-to-end supply chain processes. * Strong analytic skills-- Advanced skills in Microsoft Excel with the ability to use functions such as Pivot Tables, VLOOKUP, etc. * Advanced skills in Microsoft PowerPoint and Word. * Ability to gather, analyze and make sense of large amounts of data and apply it to make business and customer-focused decisions. * Ability to demonstrate financial knowledge and business acumen. * Able to work under consultative direction toward predetermined long-range goals and objectives, where assignments are often self-initiated. * Excellent communication and inter-personal skills; able to present and influence credibly and effectively at all levels of the organization including the C-Suite. * Exceptional Project Management, communication, negotiation and presentation skills * Proven ability to successfully manage multiple projects and timelines. * Ability to effectively negotiate with a record of accomplishment of results. * Passion for results-- able to drive high standards for self; tenaciously working to meet or exceed challenging goals. * Demonstrated ability to calculate figures and amounts such as savings, rebates, fees, and percentages, as well as analyze statistical and financial data. * Ability to understand and follow spreadsheets and contract language. * Strong organizational, problem-solving, and analytical skills; able to manage priorities and workflow with minimal direction. * Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm. * Ability to initiate tough conversations, effectively manage internal politics, and handle conflict in a healthy, relationship-building manner. * Must demonstrate executive presence and emotional intelligence, remaining calm and confident in challenging situations. * Intimate understanding of all internal functions of both Ovation Healthcare and the accounts assigned. * Excellent time management skills with ability to use independent judgment effectively. * Ability to execute, both independently and as a collaborate member of various teams and committees. Work Experience, Education, and Certifications: * Bachelor's degree in business or management related field preferred. * Demonstrated understanding of end-to-end supply chain processes, acquired through 5+ years * Minimum 3+ years of strategic account management * Sales experience- prospecting, pipeline development, conversion not required but helpful * Project management experience or knowledge * Experience working with data analysis and visualization tools, such as Microsoft PowerBI and Tableau * Experience with Excel, Word, and PowerPoint. * Salesforce CRM experience preferred Travel Requirement: * Up to 50%, including overnight travel, is required for the role.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. RESPONSIBILITIES * Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. * Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. * Actively participate in thought leadership as EPIC grows and optimizes the private client practice * Provide mentorship and leadership to Private Client Associates * Develop cooperative and professional relationships with our carriers. * Manage renewal activity from start to close. * Deliver complete and accurate renewal reviews according to agency guidelines. * Look for sales opportunities by account rounding and selling additional coverage. * Assume ownership of customer concerns and feedback until completion. * Remarket accounts according to agency guidelines or at the request of the producer or insured. * Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed. * Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership. * Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards. EDUCATION AND EXPERIENCE * College degree preferred, P&C Insurance License required * 5 + years Client Management Experience * Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. * Sagitta (ATS) and ImageRight experience is preferred. SKILLS AND ABILITIES * Possess excellent written, verbal, and organizational skills. * Must be able to work within a team environment. * Account Executives are expected to avoid E&O situations. * Demonstrate a sense of urgency when responding to an inquiry. * Must possess the ability to multi-task and prioritize multiple projects. * Must possess attention to detail. * Must be punctual and reliable. * Must be able to keep information confidential. COMPENSATION: The national average salary for this role is $90 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid

Job Description Since our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle transaction. Today, we stand as the foremost automotive AI and machine learning powered technology, excelling in digital marketing, risk management, and strategic inventory management. Lotlinx provides employees with a dynamic work environment that is challenging, team-oriented, and full of passionate people. We offer great incentives to our employees, such as competitive compensation and benefits, flex time off, and career development opportunities. Job Summary The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Must be based in/near Long Island or Queens. Key Responsibilities Build and Maintain Relationships: Foster strong, long-term relationships with active dealers through weekly calls, monthly performance reviews communication and problem solving skills, providing tailored solutions for dealer success. Serve as an Ambassador: Educate dealers on Lotlinx products, company, and best practices including risk inventory, channel marketing and market trends Customer Success Reporting: Conduct regular meetings using data and reports (weekly, quarterly) to ensure optimal use of our platform, and setting up strategic campaigns to achieve dealer goals. Retention and Churn: Assess and manage risks for each dealer to proactively prevent churn, driving retention and growing revenue. Product/Service Updates: Identify and prioritize updates based on dealer feedback, industry trends, market dynamics, and competitor analysis using our tools. New Business: Generate sales with new dealerships, increase our market penetration, and contribute revenue. Current Customer Growth: Meet or exceed sales goals within an assigned book of business. Independently grow an assigned book of business Qualifications Bachelor's degree or equivalent experience 5+ years of sales experience preferred Experience with presentation tools, Salesforce, and Outreach Proven track record of sales success Experience in the automotive industry is required Existing in-market dealer relationships highly preferred What We Are Looking For? Proven Relationship Management: Proven track record of managing dealer relationships; dealer principles, dealer groups Tech-Savvy: Ability to understand, interpret, and present data effectively using a consultative approach. Quick Learner: Ability to grasp new concepts quickly, maintain an open mind for change, and proactively solve problems. Excellent Communication: Strong communication and presentation skills, with a focus on listening for understanding and influencing outcomes. Client Service Excellence: Proven track record of delivering outstanding client service. Leadership Engagement: Expertise in interfacing with client contacts at various leadership levels. Technical Presentation: Ability to effectively present Lotlinx platform and technology and respond to client requirements and requests with urgency. Client Standards Understanding: Capacity to educate and consult with dealers and requirements related to offered products, features, and solutions. Internal Communication: Ability to communicate client requirements to internal teams with urgency to ensure alignment. High Integrity and Work Ethic: Self-starter with a strong work ethic, high energy levels, and a commitment to integrity. Pay: $100,000 base salary + generous commission structure. Benefits: Medical, Dental, Vision, Matching 401k. Lotlinx is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Lotlinx is not currently able to offer sponsorship for employment visa status. Lotlinx is headquartered in Peterborough, NH and has locations in Holmdel NJ, Manitoba, Ontario and British Columbia, Canada in addition to a large team spanning from the US to Canada. Our success relies heavily on our customers but also our dedicated talent that continuously moves our platform forward. We value our employees, their abilities and seek to foster an open, cooperative, dynamic environment where the team and company alike can thrive.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit Oversees the client service experience and reviews the approval of new client accounts Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Managing the branch's Wealth Management Client Associates and Service Support Staff Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge Coaching teams to deliver a modern, digital first service model focusing on client satisfaction Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted Minimum of 5+ years professional experience Key Qualifications for the role: Current or previous Merrill Wealth Management experience strongly preferred Self-motivated and client centric Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) Prior trend analysis experience Strong customer service and communication skills Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: Compensation Analysis Performance Management Process Performance Management Referral Management Workforce Planning Due Diligence Internal Audit Review Leadership Development Recruiting Risk Management Client Management Customer Service Management Employee Counseling Succession Planning Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CT - Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion Manage a moderately complex book of business Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed Present credit recommendations and financial strategies to clients and internal stakeholders Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools Tailor solutions to client operating cycles, cash flow needs, and strategic goals Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes Engage financial decision-makers with proactive communication and responsive service Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 137 W Putnam Ave GREENWICH, CT 06830 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 6 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About the Role: We are seeking the expertise of a Search Engine Optimization Account Manager that will be responsible for the day-to-day management of both on-site and off-site strategies, and focusing on thought leadership through strategy development / innovation. Responsibilities include but are not limited to; Quickly gain an understanding of the client's product market, goals, and growth opportunities Develop, manage and execute implementation of SEO strategy to achieve client goals Communicate strategy, timeline and results with end client. Perform keyword research to optimize existing content and unlock new opportunities Recommend and execute strategies for content development to achieve client goals Develop and execute link-building strategies and campaigns Implement and administer search engine programs (XML sitemaps, shopping feeds, webmaster tools) where applicable Evaluate and report on performance of SEO campaigns. Join sales meetings and lead SEO-specific business development efforts Teach team members on SEO basics and how to communicate strategy/benefits to end clients Collaborate with marketing team to develop SEO-specific case studies and marketing materials Anticipate client needs and questions with the ability to quickly address concerns and assist other team members in developing client responses Attend client and agency meetings to present long-term results, campaign strategies, and incremental tactics Stay current with industry trends and best practices, focusing on how these changes can be leveraged to drive material account improvements. Requirements 3+ years of hands-on SEO experience, paid search and/or social experience is a plus Proven track record of successful SEO strategy and implementation with clients of differing sizes and industries Solid educational background in critical thinking, quantitative analysis Ability to drive initiatives forward with limited supervision Exceptional written and verbal communication skills with all levels of employees Conversant with all terminology used in SEO Extensive working knowledge of SEO research tools Strong Microsoft Excel skills - pivot tables, chart building, macros, etc. Positive, can-do attitude; must be experienced at effective communication and fostering teamwork Comfortable working in dynamic, time-sensitive environment with numerous competing priorities Develop positive relationships focused on retaining clients and employees Ability to analyze complex issues to develop relevant and realistic plans and recommendations to solve client challenges Our interview process includes, but is not limited to the following: Cognitive Aptitude and Typing Test We offer a competitive salary and benefits based on education, experience, and skills level, including: Unlimited vacation policy Monthly Phone Stipend Comprehensive Medical, Dental, and Vision insurance options 401(K) plan with matching Dog friendly office Hybrid work opportunity Professional Development Program Bonus Perk - $50/week Seamless allowance Total compensation based on education, experience, and skills level ($62,400-$172,700) Level 1 - Possesses essential capabilities. $62,400-$79,468 Level 2 - Possesses developing capabilities. $79,468-$102,776 Level 3 - Possesses notable capabilities. $102,776-$126,084 Level 4 - Possesses strong capabilities. $126,084-$149,392 Level 5 - Possesses advanced capabilities. $149,392-$172,700 About WITHIN & Brkfst.io WITHIN is the world's first Performance Branding company, partnering with some of the biggest brands in the world to drive business growth through innovative marketing strategies. Our integrated operating model collapses the traditional marketing silos between creative and media, performance and brand, and across media channels. With a full suite of offerings including media, creative, SEO, Lifecycle, Retail Media, Affiliate and Influencer, we're able to work with our brand partners in an integrated fashion, allowing us to align marketing strategies back to core business objectives. Client teams at WITHIN are trained on how to always act as a trusted business partner, acting as a fiduciary to client needs above our own. Teams at WITHIN have the ability to work with iconic brands such as The North Face, Timberland, Ben and Jerry's and Jose Cuervo. Everyone at WITHIN wants to grow and be challenged. It's a collaborative place made up of small, closely knit and versatile teams that are fast and adaptive to solve problems and build systems. Check out some of our work! Brkfst.io is an incubated venture within WITHIN, focused on connecting creators with major brands to produce impactful ads at scale. We are, and we connect creators with big brands to make impactful ads at scale. We have a network of thousands of content creators with a variety of different skill-sets, and we're looking to build a program that empowers them to create great ads for brands like Corkcicle, Perfume.com, Casper Mattresses, & more! This is a very ambitious project and our roadmap is full of exciting features, so we're looking for people who love innovation and want to be challenged. We're a small team of scrappy individuals who are growing fast, and we're looking for someone to grow with us. We weave AI into everything we do, using the latest tech across all teams to innovate, work smarter, and make better decisions. Whether it's in creative, operations, or anything else, AI helps us level up and do things at a whole new scale. We expect our people to use AI in their daily work, fully embracing it as a critical tool to help us succeed. Join Our Network! Stay connected with us and be the first to know about new opportunities, industry insights, and updates. Follow us on: LinkedIn WhatsApp Community Instagram Tik Tok Locations New York City: 43-01 22nd St, Suite 602, Queens, NY 11101, United States Bogotá: WeWork Av. Carrera 19 #100-45 Usaquén, Piso (Floor) 10, Bogotá, Distrito Capital de Bogotá 110111, Colombia Mexico City: Av. Paseo de la Reforma 296, Piso (Floor) 25, Oficina 111, Ciudad de México, CDMX 06500, México

*Long Island Branch or 400 Park Avenue Branch* WHAT IS THE OPPORTUNITY? Responsible for acquiring small business and personal clients, and will be responsible for deepening existing relationships, with the intent of integrating both business & personal clients. They will act as a trusted strategic advisor, providing financial advice & consistently connecting client needs with CNB's products and service offerings.Will have a clearly defined business development plan that is consistently applied and incorporates a disciplined sales and service practice. They will focus on acquisition of new relationships as well as retention and expansion of existing relationships in their own client portfolio and will actively work with other areas of CNB to ensure exemplary service for clients. Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.This person will actively work with other areas of CNB to ensure exemplary service for clients. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Acquire & deepen client relationships - generate new business and consumer client relationships within assigned client segments and expand relationships to become our client's main bank option. * Manage a portfolio of existing clients and actively deepens client relationships through cross-selling efforts. Develops and maintains relationships within the internal CNB community to facilitate service issues and opportunities for clients and prospects. * Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs. * Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. * Capture holistic view of client's needs - draw insights from data to provide sound financial advice (strategies, products / solutions); conduct discovery activities with existing clients to grow current book e.g., deposits, investments, credit. * Business & Risk Management - maintain awareness of updates to policies and procedures, stay within delegated lending authorities. Ensures that decisions made are consistent with all Bank policies and procedures, as well as applicable regulations, and that the risk associated with those decisions can be effectively managed. * Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach. * Interacts in an effective and professional manner with all levels of Bank personnel, corporate and bank clients demonstrating commitment to quality client service. * Maximize client contact - networking & being visible in the community, representing the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). * Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses. * Business Development - nurture existing client relationships, create new connections and win new business through best practices, networking and building relationships. * Collaboration - collaborate with partners in PBB (GRM) and other divisions to win business and find the home best fitting the client and progress towards shared goals. * Communication - actively, openly and effectively listen to understand client needs and articulately convey CNB products' value proposition. * Critical Thinking - ability to analyze situations and translate them into insights that are used to make informed decisions and provide tailored advice for each client's individual situation. * Adaptability - manage ambiguity and be able to quickly pivot to advise clients as necessary. * Self-Organization & Effectiveness - ability to use tools and best practices to prioritize the right activities and deliver a consistent and exceptional client experience. * Professionalism - conduct business in a highly proficient, polished manner fitting expectations of Preferred clients such as corporate executives. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of direct sales experience required. * Minimum 5 years of experience in a financial institution required. * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. *Additional Qualifications* * Banking Products for Personal & Business clients - deep knowledge of CNB's offering, particularly those catered to Preferred, personal, or small business clients. * Regulatory / Compliance - strong understanding of the regulatory environment CNB operates in to manage risk and ensure compliance (includes deep knowledge of CIP and KYC) * Economic Environment - understanding of the economic environment and its impact on clients. * Personal & Business Financials - review financial statements to fully understand a client's financial health and advise accordingly. * Negotiation - ability to maintain a profitable relationship, balancing bank and client needs. * Policy & Procedures - knowledge of CNB's policies, procedures & regulatory obligations *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $78,970 - $126,140 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-MD \#LI-MD

About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals * Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development * Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion * Manage a moderately complex book of business * Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities * Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines * Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles * Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed * Present credit recommendations and financial strategies to clients and internal stakeholders * Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools * Tailor solutions to client operating cycles, cash flow needs, and strategic goals * Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes * Engage financial decision-makers with proactive communication and responsive service * Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence * Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care * This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 2+ years of experience sourcing and or managing a portfolio of clients with $2mm - 25mm in annual revenue * Strong knowledge of deposit and cash management products and services * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally * Ability to balances needs of clients with associated risks and interests of Wells Fargo * 3+ years of experience in business-to-business sales * Established network in the local market * Knowledge and understanding of financial services industry * Excellent verbal, written, and interpersonal communication skills * Intermediate Microsoft Office skills * A BS/BA degree or higher Job Expectations: * Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: * 137 W Putnam Ave GREENWICH, CT 06830 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 6 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo 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, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Requirements Bachelor's degree in Finance, Business, or related field (preferred) 3-5+ years of experience in private, retail, or concierge banking Proven track record of client relationship management and sales performance. Excellent interpersonal, communication, and problem-solving skills. Strong understanding of financial products and services, including investments, credit, and insurance. Discretion and professionalism in handling sensitive and confidential client information Key Competencies Excellent analytical, problem-solving, and critical thinking skills Influential communicator with cross-functional leadership skills Change management and program governance expertise Strong regulatory awareness and risk acumen Benefits 401K Health Insurance Dental Insurance Vision Insurance Health Savings Account Flexible Spending Account Employee Assistance Program Paid Time Off