Relationship manager jobs in Carlsbad, CA - 1,231 jobs

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.** Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate. + Proactively develops and executes sales strategies to attract new business clients and expand existing relationships. + Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business. + Generates appointments and opportunities to grow business results through targeted sales efforts. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Identifies prospective customers and cross-sells additional products and services to meet their needs. + Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager. + Understands the local market and proactively develops relationships with centres of influence. + Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support. + Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio. + Answers inquiries and provides accurate information about business banking products and services. + Understands customer needs and offers financial solutions that meet customer goals. + Resolves or escalates issues. + Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. + Provides advice and guidance to assigned business/group on implementation of solutions. + Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives. + Breaks down strategic problems, and analyses data and information to provide insights and recommendations. + Monitors and tracks performance, and addresses any issues. + Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. + Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. + Provides input into the planning and implementation of operational programs. + Executes work to deliver timely, accurate, and efficient service. + Supports the development and promotion of a business/group program. + Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation. + Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures. + Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk. + Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. + Strong experience with customer sales and service. + Technical proficiency gained through education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. **Salary:** $57,500.00 - $106,500.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 750,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: * Industry experience within business, commercial, or corporate banking segments. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations * Manage all parts of projects, from client buy-in to planning, budgeting, and execution. * Source and coordinate work from other internal workforces. * Develop our next-generation Wholesale credit technology offerings. * Become a trusted advisor for C-suite clients looking to solve critical business problems. * Drive business development to originate new client opportunities. * Build your reputation as an industry thought leader. * Travel, as required, up to 80%. Qualification Here's What You Need: * Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development * Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems * A Bachelor's degree Bonus Points If You Have: * Extensive transformation strategy or operating model design experience in commercial banking. * Launched new product offerings in the banking industry. * Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. * Advanced degree or financial industry certification. * Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. * Demonstrated experience developing and managing relationships with senior client executives. * Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. * Structured problem-solving and ability to simplify complex initiatives to improve execution. * Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino, Loan IQ, AFS, ACBS) Professional Skills * Proven ability to operate within a collaborative environment. * Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. * High energy level, focus, and ability to work well in demanding client environments. * Excellent communication (written and oral) and interpersonal skills. * Strong leadership, problem-solving, and decision-making abilities. * Unquestionable professional integrity, credibility, and character. What's in it for you? * You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. * At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. * Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. * You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We anticipate this job posting will be posted on 01/24/2026 and open for at least 3 days. Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here: U.S. Employee Benefits | Accenture Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York $87,400 to $293,800 New Jersey $100,500 to $293,800 Washington $100,500 to $270,300 Locations

If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies Required Qualifications, Capabilities and Skills Five plus years lending or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Deep local connections and market knowledge Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Sales management, business development skills, proficiency in building and maintaining positive client relationships Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask Excellent business judgment, strategic thinking, self-directed, proactive and creative JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans Base Pay/Salary San Diego,CA $147,250.00 - $215,000.00 / year #J-18808-Ljbffr

Capitalize is transforming the $6 trillion commercial real estate (CRE) debt market with AI-driven technology that enhances transparency, improves lead quality, and accelerates deal efficiency. We empower capital markets, investment sales, lenders, and investors with the data and technology needed to fuel revenue growth and enable smarter decision-making. Join us in reshaping the future of CRE finance through AI and innovation. Summary Comp: $90K-$120K base + 20-30% bonus Location: Preferred in Newport Beach, CA (open to hybrid across LA / OC / San Diego) Capitalize.io is one of the fastest-growing AI/proptech companies in commercial real estate. We help commercial mortgage brokers, lenders, investment-sales brokers, and CRE investors source new deals using real-time liens, maturities, SREO portfolios, borrower contact data, distress signals, and AI-driven matching. 300+ companies rely on Capitalize today - and we're scaling fast. We're hiring a high-performing, analytical, PLG-native Head of Customer Success to take full ownership of the customer lifecycle. This person will drive activation, adoption, retention, and expansion across a high-velocity book of SMB and mid-market accounts. Core Responsibilities Reduce churn by building proactive engagement, renewal, and risk-mitigation processes Increase adoption via hands-on onboarding, scalable training, and customer education Drive seat expansion & PQLs by identifying usage gaps and spotting product-qualified signals Build repeatable playbooks for onboarding, lifecycle management, health scoring, renewals, and QBRs Work cross-functionally with Product to relay customer feedback and influence roadmap Partner with Sales to optimize handoffs, expansion workflows, and commercial strategy Implement systems, dashboards, and analytics to track health, activation, NRR, and usage Own renewals, churn metrics, customer satisfaction, and lifecycle KPIs Build and manage onboarding sequences, lifecycle nudges, and automated touchpoints Improve help center content, documentation, and customer training materials Handle customer escalations with urgency and professionalism What We're Looking For 3-6 years in SaaS Customer Success or Account Management Experience in product-led or hybrid PLG SaaS environments HubSpot power user (workflows, filters, lifecycle automations, sequences; certified is a plus) Highly analytical - comfortable using dashboards to identify risk, guide strategy, and optimize retention Strong process-builder: can create scalable onboarding, lifecycle, and expansion frameworks Proven examples of improving activation, retention, or expansion Player-coach mentality - willing to execute while building the long-term CS function Excellent communication skills; collaborative with Sales, Product, and founders Industry fit preferred: CRE data, proptech, financial data platforms, or data-heavy SaaS Preferably located near Newport Beach HQ (hybrid options available across LA/OC/SD) Competitive Compensation : Base salary with lucrative commission structure. Professional Development : Opportunities for career growth and advancement. Work Environment : Collaborative and innovative company culture with a focus on employee well-being and work-life balance. Capitalize provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. #J-18808-Ljbffr

A leading global financial services firm is seeking a Commercial Banker in San Diego, CA. The ideal candidate will have over five years of experience in lending and strong client relationship management skills. The role includes championing client-centric solutions and collaborating with internal partners to grow profitable relationships. A bachelor's degree is preferred. This position offers the opportunity to directly impact market growth and innovation strategies. #J-18808-Ljbffr

Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain's biggest problems so patients and their loved ones can flourish. For more information, please visit us at ************** and follow us on LinkedIn and X. About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAMs will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: Proficient in both virtual and live customer engagements Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines Develop strong customer relationships by better understanding the customer's needs Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers' confidence to prescribe Axsome medications for appropriate patients Communicate territory activity in an accurate and timely manner as directed by management Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results Successfully complete all training classes in a timely manner Complete administrative duties in an accurate and timely fashion Manage efforts within assigned promotional budget Effectively collaborate across all corporate functions Attend medical congresses and society meetings as needed Ensure timely access for patients through patient services and savings programs Overnight travel as indicated by the needs of the business Additional responsibilities as assigned Qualifications / Requirements Bachelor's degree from an accredited college or university Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space Psychiatry/CNS experience strongly preferred Demonstrated experience delivering outstanding results Launch experience strongly preferred Must live in the territory's geography Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment Comfortability with uncertainty and high expectations Patient support services experience a plus Strong digital marketing aptitude Strong interpersonal, presentation, and communication skills Frequent driving, including extended periods of time behind the wheel Prolonged sitting and standing as part of daily job functions Ability to lift and carry up to 30lbs regularly Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.

We are seeking an experienced Regional Sales Manager, based in the United States, to play a key role in driving our U.S. expansion and accelerating our growth in the market. This position is critical to strengthening our presence, building strategic customer relationships, and unlocking new opportunities across the region. Your primary responsibility is to oversee and lead the USA sales team, develop national sales strategies, and drive revenue growth within the US market. This role requires a deep understanding and knowledge of the US cycling market and the ability to build and maintain strong relationships with clients, such as dealers, distributors, OEM, and sales reps across the Country. With your strategic direction, you can create cohesive sales strategies, target national customer segments effectively, and gain a competitive edge in the national market. This role will support national market competitiveness, driving business success, and elevating brand visibility and recognition on a broader scale. The Role · Develop and implement sales strategies to achieve company goals and expand market presence among the USA. · Conduct market research and analysis to identify new market opportunities, customer needs, and trends in international markets. · Support on recruiting, training, and managing a sales team, including setting sales targets, performance evaluation, and motivation. · Build and maintain strong relationships with dealers, distributors, key-accounts and partners to foster long-term partnerships and business growth. · Develop and manage sales forecasts, budgets, and sales plans to ensure revenue targets are met. · Stay informed about product offerings and understand how they can be tailored to meet the needs of various markets channels. · Negotiate sales agreements, contracts, and terms with clients and distributors, ensuring compliance with local regulations. · Collaborate with other departments such as marketing, operations, and finance to ensure alignment and support for US sales activities. · Generate and present regular reports on US sales performance, market trends, and competitive analysis. · Travel nationally to meet with clients, attend trade shows, and oversee sales operations in different States. The ideal candidate · US citizen with Bachelor's degree in business, international business, marketing, or a related field (Master's degree preferred). · Proven experience in US sales, with a successful track record of achieving sales targets. · Strong knowledge of US cycling market and business practices. · Excellent leadership, communication, and negotiation skills. · Proficiency in multiple languages may be advantageous. · Willingness and ability to travel nationally and internationally as needed. · Strategic thinker with a global mindset. · Strong problem-solving and decision-making skills. · Exceptional interpersonal and relationship-building abilities. · Results-oriented and driven to meet sales targets. · Knowledge and passion for outdoor and or cycling sports is a plus.

Job Description CoreVest Finance is the leading provider of debt financing for residential real estate investors. We provide credit lines for acquisitions as well as long term debt for rental properties. The Relationship Manager will be responsible for sourcing new credit line and term loan customers via direct outbound efforts as well as through responding to inbound inquiries. Relationship Managers will work with other team members to support customers throughout the loan process, from initial inquiry to closing. Essential Functions and Responsibilities: Identify new customers and lending opportunities from direct borrower relationships, brokers, realtors and other groups across the real estate community Attend and professionally represent CoreVest at conferences and industry events Proactively contact potential and existing customers through phone calls, email and in-person meetings Evaluate the merits and risks of potential credit line and term loan transactions Prepare term sheets and summary analysis of potential transactions Perform cashflow based underwriting for term loans as well as narratives/conclusions regarding the suitability of potential transactions Periodically produce brief and topical marketing blogs sponsored by CoreVest Meet or exceed quarterly/annual individual production targets Regularly log customer interaction in CoreVest's Salesforce CRM platform Assist underwriting and other deal team members as needed Minimum Requirements: Bachelor's Degree 2 years of experience in one or more of the following areas: commercial banking, specialty finance, residential or commercial loan originations Must have experience in Business Purpose Lending (RTL and/or DSCR) Hands-on approach with track record of driving results Exceptional interpersonal and relationship building skills Strong financial background with analytical and numerical proficiency Must be proficient in Excel, other Office products (or equivalent) and CRM platforms (ideally Salesforce) Ability to balance personal resourcefulness and individual drive in a team-based environment Willingness to travel Why work for CoreVest? Named IMN's 2025 Lender of the Year, recognized for excellence and leadership in the industry Backed by Redwood Trust, offering long-term stability, trust, and certainty of execution A true lifecycle lender with a broad, diversified product suite that supports growth at every stage Competitive pricing and flexible, customizable loan solutions that help you win and retain clients Direct access to Capital Markets and Underwriting for faster decisions and smarter collaboration Dedicated marketing support designed to drive real leads and close more deals A reasonable estimate of the compensation range for this role is $150,000-$250,000 (base + commission). The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Application Deadline: 01/29/2026 Address: 4400 MacArthur Blvd. Job Family Group: Commercial Sales & Service BMO is the 8th largest bank in North America and the 4th largest commercial lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly Grow the Good in business and life. Our Purpose informs our strategy, drives our ambition, and reinforces our commitments to progress: for a thriving economy, a sustainable future, and an inclusive society. We are seeking a Director, Principal Relationship Manager to join our Commercial Emerging Middle Market Group. The Emerging Middle Market segmentation targets $10MM-$50MM in company revenues. The ideal candidate will have a strong COI (Center of Influences) network, established in the market place, and a proven track record in sales performance. This individual will join a tight knit team of energetic collaborators experienced in sales and in maintaining relationships. Continued growth of the team provides a unique opportunity to join in building a highly valued segment within a stable and thriving bank Ideal candidate facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Acts as an escalation point for complex client issues, using strategic problem-solving to resolve conflicts and maintaining strong client relationships. Leads the structuring of high-value, complex deals, and credit approvals, ensuring alignment with client needs. Oversees credit approvals and drives pricing coordination, acting as the primary client advocate to ensure alignment with client needs and bank objectives. Drives negotiations for high-value, complex transactions and credit approvals, ensuring deals are structured to meet client needs. Manages high-value client portfolios, driving cross-selling, retention, and profitability. Implements cross-selling initiatives, driving client engagement and successfully transitioning opportunities into revenue-generating sales. Leads market coverage strategies to expand portfolios, identify opportunities, and align with business goals. Represents bank at industry forums and conferences, leveraging insights on trends, competition, and emerging products to drive strategic decision-making. Engages with senior leadership and cross-functional teams to align strategies, address client needs, and drive holistic business solutions. Delivers reports to the bank's leadership on team performance, client satisfaction, market trends, and key strategic initiatives, delivering insights that inform corporate strategy. Drives strategic advisory on loan products, options, rates, terms, and collateral requirements, ensuring tailored solutions that align with client needs and business objectives. Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and ensuring exceptional service and partnership. Structures deals, secures credit approvals, negotiates high-value transactions, and identifies opportunities for cross-selling. Analyzes market trends, client industry developments, and competitive positioning to inform client solution strategies and optimize client satisfaction. Works closely with internal teams and stakeholders to define products, solutions and strategies that best fit clients' needs. Identifies share of wallet opportunities. Leverages analysis tools to nurture and grow a portfolio that exceeds ROE thresholds and evaluates client returns on a proactive basis. Ensures adherence to regulatory requirements, internal controls, and compliance policies in all aspects of relationship management, mitigating risk and maintaining service standards. Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. Qualifications: 10+ years of relevant experience in Relationship Management, Account Management or Portfolio Management in a corporate or similar segmented banking environment with sales metrics is preferred. Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered. If a Credit Qualifiable role, Credit Qualifications and associated credit knowledge and skills according to the credit portfolio requirements and qualification standards. Seasoned professional with a combination of education, experience and industry knowledge. Advanced level of proficiency: Project Management Change Management Expert level of proficiency: Product Knowledge Regulatory Compliance Structuring Deals Portfolio Management Credit Risk Assessment Customer Service Stakeholder Management Negotiation Customer Relationship Building Salary: $122,400.00 - $228,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

For over 78 years, Ernest has been committed to the success of our extended family, our customers, our employees, and the packaging industry itself. When you work with Ernest, you'll enjoy the advantages of learning proven methods of success, a proactive approach, and having fun while earning what you're worth with a lot of really awesome people. Ernest Packaging Solutions is currently in search of a Client Relationship Manager (B2B outside sales) for our division located in Vista, CA. This is a full-time position that offers a competitive base salary, plus commission, along with benefits. The packaging industry consists of various products that range from shipping and receiving supplies (corrugated, plastics, foams, glues, adhesives, films) to custom packaging solutions for companies that sell tangible products, along with industrial supplies. Every product we purchase at one point or another was most likely packaged and often times packaged again during shipment. Therefore, packaging supplies have proven to be an indispensable necessity in a market with an unquenchable thirst. However, we can also sell janitorial, facilities, and safety supplies along with packaging related automation. Responsibilities: Outside face to face sales New business development, account management, client retention Develop and maintain your book of business The benefits of being an Ernest Client Relationship Manager: develop, keep, and manage your own accounts continue to make residual income from your accounts and of course a strong base salary + commission + benefits uncapped earnings potential Please learn more about Ernest Packaging Solutions by watching some of our Youtube videos: Ernest's Cardboard Guitar Strikes a Chord Moving Packaging Forward Ernest is a nationwide company, but did you know that our humble roots started in a Los Angeles garage? Brothers Ernie and Charles Wilson founded the company in 1946 with a dedication to customized service. Even after decades of delivering great packaging to our customers, that commitment has never changed. We always find the best solution to fit our customers' needs, even if we have to invent it!

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations. Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach. Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations. Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication. Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance. Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth. Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities. Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise. Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills Possess 10+ years in Financial Services, including affluent or complex relationship management and business development. Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business. Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships. Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning. Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service. The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills Hold a college degree or military equivalent. The base salary for this position is $150,000 / year. In addition to a base salary, this role is eligible to participate in an incentive compensation plan that is paid on a bi-annual basis. More details about total compensation and benefits will be provided during the hiring process. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Description The Role: Relationship Manager Reports To: Market Leader Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it's trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We're looking for leaders who want more than a title. We're looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank's overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You'll Do Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate's high-touch service standards, and Formula for Success. Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals. Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio. Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate's strategic growth vision. AML/CFT/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Who You Are Experience & Expertise 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution. Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments. Proven success in reinforcing a disciplined, performance-driven credit culture. Bachelor's degree in Business, Finance, or related field preferred. Mindset & Values You lead with accountability, integrity, and consistency. You thrive in a collaborative environment where transparency and follow-through matter. You model professionalism, calm under pressure, and a solutions-oriented mindset. You embrace data-driven decision-making while maintaining a client-first perspective. You embody CalPrivate's culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects. Ability to sit or stand for extended periods of time. Ability to physically use a keyboard/mouse Ability to walk to and from workstations Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn't just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don't just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we're building a team of people who reflect those values in everything they do. If you're looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

Job Description The Relationship Manager is the Bank's primary business development officer whose primary role is driving business and revenue growth while building strong relationships within the community. This individual will be responsible for identifying and cultivating new business opportunities, as well as nurturing existing client relationships. The successful candidate will have a deep understanding of the financial industry, a strong accounting and financial statement analysis ability, excellent communication and interpersonal skills, and a proven track record in achieving business development goals. DUTIES AND RESPONSIBILITIES: Market Analysis and Identification of Opportunities: Conduct thorough market research to identify potential business opportunities within the community. Stay abreast of industry trends, economic developments, and competitive landscape. 2. Meet Production Goals: Source enough new business to meet the Bank's defined production targets: Deposits, Loans, fee income, wealth management referrals, and any other goals defined in the Bank's plan. $10/$10 [$5]: it's every RM's responsibility to know the meaning of these terms. Have a copy of, and be able to discuss with knowledge, the margin-based comp plan that converts the $10/$10[$5] production standard into a margin-based plan. Know how the quarterly margin-based payout works. If you don't understand the margin-based plan concepts, own the responsibility to seek training by requesting in writing from your Team Leader and/or from the CBO. Own the responsibility to obtain the current IC Plan document (obtain from your supervisor), understand it (ask your supervisor to explain any ambiguities), and send a signed copy to your supervisor, retaining a copy for your personal files. 3. Prospecting and Lead Generation: Identify and target potential clients through various channels, including networking events, industry associations, and community outreach. Develop and implement strategies to generate leads and expand the client base. Identify and target potential clients through various channels, including networking events, industry associations, and community outreach. Develop and implement strategies to generate leads and expand the client base. Conduct lead development through cold calling and other means to identify new prospects. 4. TM / Operations / New Accounts On-Boarding Single point of contact: The RM is the voice and face of the bank for all things on-boarding for the client. The RM is the “general contractor” and all the support groups are the “sub-contractors.” (new accounts, TM sales, digital banking, wires, etc…) RM's should maintain direct contact with their client throughout the on-boarding process, and not just virtually through email or texting. RM's should make multiple “Quality Control” calls throughout the on-boarding process and make the client feel that they can reach out to the RM for any need or correction. The RM then involves the sub-contractors to manage issues. RM's are responsible for knowing and understanding the Endeavor on-boarding process document, and should follow it every time. 5. Client Relationship Management: Cultivate and maintain strong relationships with existing clients to understand their financial needs and identify opportunities to provide additional solutions to solve client's problems or to take advantage of client opportunities. Act as a trusted advisor, providing financial guidance and solutions tailored to clients' specific business requirements - Consultative Banking Advice. Actively solicit attendance at Business Owner's Forums and other client events. Credit: understanding the credit quality of the Borrower / Client Credit broadly consists of understanding a Borrower's: Cash flow sufficient to repay a loan. Consistent profitability. Liquidity / Working capital health. Debt and leverage. Growing and healthy level of capital. “Strategic health”. (Analyze the business strategy of the client/prospect and determine if its sensible Market conditions. Financial reporting and loan agreement monitoring. Is the client meeting all covenants. If not, has discussion been elevated to Credit Administration. RM's are the Bank's first line of defense to understand, know, and be the early warning on credit issues that could render the bank at risk for loss. Note: Endeavor Bank has a full underwriting / analyst / and credit monitoring team, but that does not absolve the RM from his/her credit responsibilities. 6. Sales and Revenue Generation: Prepare a marketing plan annually to be reviewed quarterly with Team Lead. Develop and execute effective sales strategies to meet or exceed business development targets. Work closely with product and service teams to promote and cross-sell the bank's offerings. Self-enroll in Credit, Sales or other skill development training to broaden knowledge and skill sets. Sales Calls: Understand and know the Sales Call Process document Follow the Sales Call Process document every time. Both for new prospects and existing clients. 7. Collaboration with Internal Teams: Collaborate with Credit, Risk, Operations, BSA, TM Sales, and other internal teams to ensure a seamless client experience, to manage risk, and provide effective management of client and internal relationships. 8. Reporting and Analysis: Prepare regular reports on business development activities, including pipeline status, prospect conversion rates, and revenue generated. Analyze data to identify trends, opportunities, and areas for improvement. 9. CRM Participation: Continuously utilize the CRM system to create and manage contacts, opportunities, and appointments. This is more than a daily activity. It's 100% of the working day. Leverage the CRM for scheduling follow-ups and to document all prospect and client conversations, ensuring accurate and up-to-date information. Maximize the CRM's capabilities to streamline business development processes and enhance overall efficiency. Collaborate with the CRM administrator and provide feedback for system enhancements based on user experience. Stay informed about CRM updates and features, ensuring the team's proficiency in utilizing the system effectively. 10. nCino Utilization for Loan Management: Fully engage with the nCino platform to manage the end-to-end loan process efficiently. Utilize nCino to input and track loan applications, monitor approval workflows, and ensure compliance with regulatory requirements. Collaborate with the loan processing team to streamline communication and documentation through the nCino system. Leverage nCino's reporting and analytics features to provide insights into the loan portfolio and support data-driven decision-making. Stay updated on nCino's functionalities and updates, ensuring optimal utilization for enhancing the overall loan management process. 11. Full Participation in Bank's EOS Management System: Actively engage with the bank's EOS (Entrepreneurial Operating System) management system, ensuring comprehensive involvement in key components such as: D10's (Department Level 10 Meetings), Rock and milestone development, ToDo's, and Issue development and solutions (IDS). Contribute to the success of D10's by providing valuable insights, updates, and collaborative problem-solving during department-level meetings. Play a role in the development and tracking of Rocks (major priorities) and milestones, ensuring alignment with organizational goals and objectives. Proactively manage ToDo's (tasks and responsibilities), ensuring timely completion and alignment with strategic priorities. Contribute to the identification and resolution of Issues (barriers and challenges) through the development and implementation of effective solutions within the IDS framework. 12. Production Tracking: At least quarterly, meticulously maintain and update the bank's tracking systems to monitor and assess your business development production related to loans and deposits. Provide accurate and up-to-date data on key performance indicators, including loan origination volumes, deposit growth, and other relevant metrics. Collaborate with internal stakeholders to ensure the seamless integration of production tracking data into broader reporting and analysis systems. Analyze production trends and outcomes, identifying areas for improvement and implementing strategies to enhance overall performance. Prepare comprehensive reports on business development production for presentation to management, highlighting achievements and proposing actionable insights for continued growth. 13. Community Involvement: Actively engage in community outreach activities to strengthen the bank's presence within the local community. Represent the bank at civic and community events, fostering positive relationships with key stakeholders. Identify and participate in sponsorship opportunities, events, and initiatives that align with the bank's values and community development goals. Collaborate with community organizations, chambers of commerce, and other relevant groups to enhance the bank's visibility and community impact. Join and contribute to non-profit boards. Encourage and support team members in participating in volunteer activities and community service projects to contribute to the bank's corporate social responsibility efforts. 14. Business association involvement Actively participate in relevant business associations, industry groups, and trade organizations to expand the bank's network and influence within the business community. Attend association events, conferences, and meetings to stay informed about industry trends, regulatory changes, and business opportunities. Establish and nurture relationships with key influencers, business leaders, and decision-makers within the business associations. Leverage involvement in business associations to identify potential partnerships, collaborations, and business development opportunities. Share insights gained from business association involvement with internal teams to inform strategic decision making and enhance the bank's competitive position. SUPERVISORY RESPONSIBILITIES: This job has supervisory responsibilities. QUALIFICATIONS: Proven experience in business development within the commercial banking sector. Bachelor's degree in business, finance, or a related field. Intermediate level accounting proficiency with an understanding of financial statement analysis. Strong understanding of financial products and services. Excellent communication, negotiation, and interpersonal skills. Demonstrated ability to meet and exceed sales targets. Familiarity with the local business community and market dynamics. Ability to work independently and collaboratively within a team. Proficient in Microsoft Office Suite and CRM software. TRAVEL REQUIRED Must be available to travel.

The Role: We are looking for a stellar Client Relationship Sr. Manager/Director experienced in High-Net-Worth investment sales management with a successful and verifiable track record. This role will report to partners and will be responsible for managing High-Net-Worth client relationship team, maintain and grow current client base, and increase AUM. This is a full-time sales position that requires all-around dedication. The work location is in Irvine, CA. What You'll do: The Client Relationship Director is responsible for refining and expanding an HNW sales team in California initially and expand nationwide thereafter. You will create sales plans to generate revenue, collaborate with business development and marketing teams, lead the sales team to build a seamless process and procedure in prospecting and contacting potential investors, addressing their concerns and queries in a timely fashion to seal the deal and ensure client satisfaction and happiness. Essential duties and responsibilities: Lead the sales team on effective sales strategy and sales performance. Craft roadmaps and timelines to maintain current client base and expand AUM per investor. Work with BD team to expand current Chinese speaking high net worth client-base. Improve client relationship management KPI design. Collaborate with the rest of the executive leadership team to steer overall company strategy, execution, and culture. Build, develop, and coach a team of top-notch sales talent. Provide feedback on key budgeting and investment decisions. Who You are: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Demonstrated past exemplary achievements as a leader in HNI investment sales. At least two-year experience as a manager in personal banking, investment relationship and sales, and similar area Fluent in both English and Chinese At least five years of experience in the financial industry required Superb social networking capabilities. Ability to open targeted channels for prospecting. Familiarity with CRM platforms and strong negotiation skills. Entrepreneurial spirit and energetic personality. Familiarity with financial products, services, procedures, including stock markets, trusts, etc. Excellent organizational, interpersonal and communication skills, able to cope with complex situations. Good sense of compliance requirement. Strong sense of teamwork, proactive, and confident. Self-motivated and constantly improving on soft skills to meet job requirements. Demonstrated ability to identify and pursue new business leads. Demonstrated commitment to excellence and social consciousness. NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Employee Benefits and Perks: We offer a comprehensive benefits package: Opportunities for professional development and growth within an inclusive team environment. Medical, Dental, Vision, and Life coverage for employee and premium allowance/subsidy for employee's eligible dependents PTO (vacation and sick) 401(k) with Enhanced Employer Safe Harbor match 10 paid holidays in a year. Professional membership reimbursement Cell phone/technology reimbursement Note: Benefits can and may change any time at the management's discretion and in compliance with applicable State and Federal laws. Compensation: Sr. Manager Level: $70 - $80k / Director Level: 80k - 100k Base pay (DOE) + performance bonus. Qualified individuals can expect to make $200k - $300k /year. Applicants must be currently authorized to work in the United States on a full-time basis and able to commute to Irvine, CA. Find out more about us by following us on our social media accounts: *********************************** Beyond International is an equal opportunity employer in every aspect of employment, including but not limited to; selection, training, development and promotion of the most qualified candidates and employees without regard to their race, gender, color, religion, sexual orientation, national origin, age, physical or mental disability, citizenship status, veteran status, or any other characteristic prohibited by state or local law. Beyond International is committed to equal employment opportunity in all other privileges, terms and conditions of employment that may not be covered in this statement. Beyond International is an at-will employer.

Job Description TITAN Environmental Solutions is hiring a Client Relationship Manager to manage and strengthen relationships with our established client base. The Client Relationship Manager (CRM) is responsible for maintaining, nurturing, and strengthening relationships with existing and assigned clients to ensure satisfaction, retention, and long-term loyalty. This role focuses on proactive client engagement, thoughtful planning of visit schedules, and efficient time management to optimize responsiveness and service quality. The CRM plays a key role in reinforcing the company's brand identity and supports marketing and networking efforts by participating in and assisting with events that promote visibility and relationship-building. This role supports the Account Executive by managing ongoing client relationships, allowing the Account Executive to focus on securing new business opportunities. This position and its responsibilities are subject to change as the organization restructures and assigns new roles. Requirements Proven experience in client relationship management, account management, or a similar role, with the ability to build and maintain long-term professional relationships Strong organizational and time-management skills, including the ability to plan efficient routes, manage visit schedules, and meet daily activity and reporting expectations Excellent verbal and written communication skills, with the ability to build rapport, address concerns, and communicate clearly and professionally Proficiency in CRM systems such as Zoho to document interactions, maintain accurate client records, and generate reports Strong analytical skills to gather client feedback, identify trends, and recommend improvements or solutions Effective problem-solving skills with the ability to address client challenges and enhance overall satisfaction and retention Collaborative mindset with the ability to work closely with Account Executives, Team Leads, operations, and other team members Proactive, adaptable, and self-motivated, with the ability to manage changing priorities and deliver consistent results Familiarity with industries such as restoration, property management, construction, or related fields is preferred Benefits Eligible employees receive paid holidays, paid vacation, and access to group health, dental, and vision insurance, as well as a 401(k) retirement savings plan, plus any applicable state mandated insurance benefits. Holiday and vacation eligibility, accrual, and scheduling follow company policy and plan documents.

With direction and supervision from department head, provides direct support to develop and analyze all relevant depository and credit information pertaining to a wide range of bank business customers or prospects. Prepares or assists in the preparation of credit authorizations, in accordance with the Bank's policies and procedures, for presentation to their supervisor and prior to submission to senior credit personnel and/or credit committees. Prepares detailed collateral analysis and coordinates appraisal and third-party analysis as necessary. Spreads and analyzes financial statement information to determine financial capacity of borrowers. Prepares support to supervisor in the sourcing and opening of new depository accounts, including but not limited to, the collection of all legal and compliance-related materials that are required in the process of opening a new account. This position will become skilled at understanding and being able to spread financial statements and tax returns for business and personal entities, will understand commercial property cash flows, will be trained in analyzing appraisal and environmental reports, prepare loan requests, review leases and rent rolls, and understand ground leases. This position will work directly under designated senior level Relationship Managers or senior level Portfolio Managers. A high level of independence and problem-solving capabilities is required. Although this employee will act under the general direction of their supervisor, they will individually manage their own day-to-day activities in their support to manage, monitor, and grow the portfolio of relationships under their supervisor's responsibility. This position, with direction and supervision from the department head, may be assigned a loan and deposit portfolio to manage at the discretion of their supervisor, and will be responsible to open and maintain a variety of relationships by selling other products/services to customers through development of relationship plans, lines, deposits or complex cash management and detail-oriented operational plans. ESSENTIAL DUTIES AND RESPONSIBILITIES • Grows and maintains a list of qualified centers of influence which complement the industries or niches in which they serve. • Identifies and attends marketing events that complement or serve the industry or product niches of their portfolio. • Sources/develops new business relationships consisting of both loan and deposit products. • Interfaces with borrowers and borrowers' advisors as necessary. • Maintains a general knowledge of cash management and deposit products offered by the Bank. • Works as a member of a team comprised of Sunwest Bank product experts to ensure continuity of high-quality service, product delivery and responsiveness to client needs. • Creates and maintains effective relationships with members of the team. • Maintains a high degree of creativity and independence. • Interacts with branch staff, bank operations and cash management to support business services and products. • Delivers excellent customer service both inside and outside the Bank. • Requests and prepares financial information needed by the supervisor to identify potential operations and lending risks and ensure proper documentation on accounts. • Underwrites directly or manages the underwriting process of all loans under supervisor's responsibility. • Reviews requests for the establishment or renewal of loans. • Compiles all necessary documentation to prepare and draw loan documents. • Ensures credit files for all loans under supervisor's responsibility are complete and prepared in form and substances satisfactory for Credit Administration and regulatory review. • Effectively manages the loan process to ensure requests are being reviewed efficiently, that customers receive timely answers and that all approved transactions are completed quickly and accurately. • Accountable to understand and ensure regulatory and policy compliance with state and federal requirements including (but not limited to) the following: Bank Secrecy Act, Anti-Money Laundering Act, Community Reinvestment Act, OFAC Regulations and Fair Lending, and all applicable bank and government regulations. • Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to this position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. • Performs other departmental duties as assigned ADDITIONAL RESPONSIBILITIES Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management Demonstrates high level of quality work, attendance and appearance Adheres to all Company Policies & Procedures and Safety Regulations Adheres to local, state and federal laws Understands and complies with all company rules and regulations Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA. Additional duties as assigned as it relates to the position SUPERVISORY RESPONSIBILITIES This position does not have supervisory responsibilities MINIMUM QUALIFICATIONS •Ability to understand different legal entity structures. •Knowledge of commercial banking products and services. •General computer skills to enable communication with all levels of Bank management, staff and customers (Excel, Word, and Internet access). •Organizational ability with capacity to efficiently manage multiple projects simultaneously. •Ability to take the initiative and prioritize tasks; good time management, problem prevention and problem-solving skills • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization. • General mathematics • General accounting • Analysis and statistics • Must be able to assess any given situation and bring to a successful resolution. COMPETENCIES: Adaptability Communication Decision Making Initiative Innovation Motivator Organization Professionalism Results Orientated

We are seeking a highly motivated and customer-focused individual to join our team as an Account Manager. The ideal candidate will have experience in the insurance industry and a strong track record of providing excellent customer service. Responsibilities: Manage a portfolio of commercial insurance clients Respond to customer inquiries and resolve issues in a timely and professional manner Act as the main, day-to-day contact for clients. Prepare Applications and other documents required for a submission. Perform Contract reviews for insurance requirements compliance. Prepare Certificates of Insurance, Invoices, and Finance Agreements. Process Endorsements, Audits. Review and process client policy renewals and endorsements Maintain and update client information in our database Monitor and manage the renewal marketing and bind process, in partnership with the Producer (and at times a Client Executive). Check binders, policies, endorsements, and audits for accuracy. Prepare summaries and/or schedules of coverage for clients. Work closely with underwriters and carriers to provide clients with the best coverage options Build and maintain strong relationships with clients through regular communication and follow-up Qualifications: Minimum of 3 years of experience in client service in the insurance industry P&C Insurance experience: 3 years (Required) Client Management: 3 years (Required) Strong communication and interpersonal skills Ability to multitask and prioritize effectively Proficient in Microsoft Office and insurance industry software Proficient with Web-based CRMs and Raters College degree preferred Bilingual in Spanish is a strong plus We offer a competitive salary, benefits package, and opportunities for growth and professional development. If you are passionate about providing excellent customer service and are looking for a challenging and rewarding opportunity, please apply today! Spectrum Commercial Insurance Brokers is an equal opportunity employer and welcomes applications from all qualified individuals.

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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities. Specific responsibilities include, but are not limited to: Managing the branch's Wealth Management Client Associates and Service Support Staff Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill Resolving complex, escalated client service and operational needs Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise 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. 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. 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, problem resolution, 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 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CA - Newport Beach - 520 Newport Center Dr - Newport Beach 520 Ncd (CA6814) Pay and benefits information Pay range$115,000.00 - $155,000.00 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.