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Accenture 4.7
Relationship manager job in Scottsdale, AZ
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 7 50 ,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%.
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 managingrelationships 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 in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply.
Information on benefits is here. (************************************************************
Role Location Annual Salary Range
California $94,400 to $293,800
Colorado $94,400 to $253,800
District of Columbia $100,500 to $270,300
Illinois $87,400 to $253,800
Minnesota $94,400 to $253,800
Maryland $94,400 to $253,800
New York/New Jersey $87,400 to $293,800
Washington $100,500 to $270,300
What We Believe
We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.
Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (***********************************************************************
Equal Employment Opportunity Statement
Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.
All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.
Accenture is committed to providing veteran employment opportunities to our service men and women.
For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** .
Requesting An Accommodation
Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.
If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter.
Other Employment Statements
Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.
Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.
Before we opened Strive Pharmacy we were unsatisfied with the current state of the pharmaceutical industry. Most of the current pharmaceuticals only offer a one size fits all approach and often come with unwanted and potentially dangerous side effects. We found that through compounding we can offer a much more personalized solution to medicine.
Through this we have been able to help patients get the results they are seeking for their personal needs. After years of working for corporate chains we took the risk and opened Strive Pharmacy. We are dedicated to providing a better experience for each customer and clinic that we work with. Come see the Strive difference.
Our Mission
We're flipping the script with personal medicine. We strive to interrupt an industry that has been closed to personalized care, accessibility, and nuance for too long. We strive to shift a reactive view of self-care and ignite a proactive baseline-shifting approach to health for all. ‘The human element' is our crux and catalyst, driving all that we do, whether we're interacting with patients, providers, or practices. We're here to partner with those ready for a change. More than a compounding pharmacy, we're on a mission to positively disrupt healthcare as we know it. Strive is about more than medicine. Strive is about striving for the personal side of healthcare.
Location: 120 W 1st. Ave, Mesa, AZ
Hours: Will be discussed between the hours of 8:00am - 5:30pm
Position Type: Full-Time, with continued flexibility into hybrid work as you train and acclimate to the role.
Pay: $55,000 - $70,000
Position Overview
The Client RelationshipManager (CRM) is responsible for managing and nurturing relationships with the company's customers to ensure their satisfaction and retention. This role involves acting as a liaison between customers and internal teams to guarantee that customer's needs and goals are met effectively. The CRM will focus on service delivery, customer satisfaction, and operational efficiency.
Key Responsibilities:
● Develop and maintain strong relationships with key clinic stakeholders.
● Act as the primary point of contact for assigned clinics, ensuring clear and effective communication.
● Provide timely and accurate information to clients regarding products, services, and policies.
● Conduct regular meetings with clinics to review their needs, satisfaction, and service delivery.
● Provide updates such as delays, new product launches, and any news related that could directly affect their business.
Service Delivery and Operational Efficiency:
● Coordinate with internal teams to ensure timely and accurate delivery of services to patients/clinics.
● Educate clients on best practices and product features to enhance their experience and usage.
● Monitor and optimize operational processes to enhance service quality and efficiency.
● Address and resolve clinic issues and operational challenges promptly by pairing with the Client Experience Manager
● Collaborate with internal teams (e.g., data entry, customer service, product development, and shipping) to ensure client requirements are understood and met.
This can include meetings with lab departments to give projections for products over time to guarantee sufficient inventory.
Client Satisfaction and Feedback:
● Gather client feedback to understand their satisfaction levels and areas for improvement.
● Implement changes based on client feedback to enhance service delivery.
● Conduct clinic satisfaction surveys and report findings to senior management.
Required:
● Active pharmacy technician license in the state you are located in/will be working out of
● Active national pharmacy technician certification (PTCB/ExCPT) or be willing to obtain one within 90 days of employment (at your own expense)
● Minimum of 2 years of hands-on experience in a pharmacy setting
● Exceptional customer service abilities, with a focus on patient care
Preferred:
● Strong verbal and written communication
● High level of professionalism and adherence to workplace etiquette
● Superior organizational skills, with attention to detail and efficiency
Annual Salary$55,000-$70,000 USDBenefits/ Perks
Strive Pharmacy provides a comprehensive benefits package that encompasses various perks such as employer paid healthcare coverage available after 30 days of employment, the choice of an FSA/HSA, a voucher for new hire scrubs (if applicable), parental leave, a 401(k) plan with matching contributions, and the benefit of weekends and holidays off. FREE COMPOUNDED MEDS to employees and immediate family members.
Culture
At Strive, culture plays a fundamental role in shaping our workplace atmosphere. Beyond our exceptional benefits package, we foster a sense of community. Throughout the year, we arrange various holiday potlucks and festive celebrations. Strive is committed to promoting both personal and professional development, striving for our employees to excel and grow in every aspect of their lives, both within and outside of the workplace.
EEO
Strive Pharmacy is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristics as outlined by federal, state or local laws.
Disclaimer*** Please do not call the pharmacy location with questions about your application or interview. A talent acquisition partner will reach out to you.
$55k-70k yearly Auto-Apply 8d ago
Wholesale Sales Manager
Origami Owl 4.6
Relationship manager job in Gilbert, AZ
Wholesale Sales Manager
Department: Sales / Wholesale
Reports To: VP of Sales / CEO
Status: Full-Time | Exempt
At Origami Owl, we believe every piece tells a story-and every story has the power to inspire. From beautifully designed jewelry to heartfelt gifting moments, our mission is to help others look good, feel good, and do good.
Position Overview
The Wholesale Sales Manager is responsible for driving the growth and expansion of the company's wholesale channel through proactive outreach, strategic key account development, and high-volume relationshipmanagement. This role leads all wholesale retail accounts, attends major industry trade shows, and handles a significant pipeline of outbound and inbound sales opportunities through phone calls, Zoom meetings, and in-person conversations.
This is a high-impact, high-visibility position for a sales professional who is motivated by revenue, enjoys building systems from scratch, and wants to play a foundational role in scaling the wholesale division. Year-one on-target earnings exceed $100,000+ with unlimited upside through a competitive commission structure. The ideal candidate is ambitious, relationship-driven, and excited to help build the processes, scripts, and playbooks that will support future team growth.
Key Responsibilities
Wholesale Account Management
Build, manage, and grow relationships with wholesale retail partners: both existing and prospective.
Oversee onboarding, account setup, ordering process, merchandising support, and ongoing communication.
Ensure retailers are properly stocked, trained, and equipped with marketing materials and sell-through strategies.
Monitor account performance and proactively provide strategic recommendations to improve outcomes.
Establish and Manage Key Accounts
Sales & Revenue Growth
Develop and implement wholesale sales strategies to achieve aggressive monthly, quarterly, and annual revenue goals.
Conduct regular phone and Zoom sales calls with retailers to present new collections, secure reorders, and close new accounts.
Develop seasonal sales plans, promotional programs, and reorder cycles that drive consistent volume.
Track KPIs, report performance trends, and adjust sales tactics to accelerate growth.
Negotiate pricing, terms, and contracts where needed.
Lead Generation & Business Development
Identify, pursue, and secure new retail partners to expand the wholesale business nationally and internationally.
Conduct structured outbound outreach (phone, email, Zoom) to build a strong pipeline of potential accounts.
Maintain and update CRM pipelines with notes, tasks, and next-step activities.
Execute systematic follow-up-multiple touchpoints per lead-to convert interest into confirmed orders.
Expected activity metrics:
50-100 outbound touchpoints per week (calls, emails, follow-ups)
Consistent weekly Zoom meetings with new and existing accounts
Structured follow-up cycle after trade shows, samples, and outreach campaigns
Trade Shows & Industry Events
Plan, coordinate, and execute wholesale presence at industry trade shows, buying markets, and regional events.
Serve as the primary storefront sales leader-sharing the collection, securing orders, and fostering long-term relationships.
Conduct pre-show prospecting, scheduling, and outreach to maximize booth traffic.
Complete all post-show follow-up through calls, emails, and Zoom meetings to convert leads into purchase orders.
Expected travel:
8-12+ trade shows or industry events per year, depending on seasonality and growth goals.
Collaboration & Internal Alignment
Partner with logistics, product development, marketing, and finance teams to align on inventory, launches, product releases, and wholesale needs.
Communicate retailer feedback and market insights to support forecasting, design direction, and assortment planning.
Provide training and support to retail partners to enhance storytelling, merchandising, and sell-through.
Qualifications
3-5+ years of experience in wholesale account management or B2B sales (fashion, accessories, lifestyle, or consumer goods preferred).
Strong outbound sales skills with experience closing business over phone and Zoom.
Proven track record of exceeding sales targets and growing revenue channels.
Comfortable attending and selling at trade shows, events, and markets.
Strong presentation, negotiation, and relationship-building capabilities.
Proficiency with CRM tools (GoHigh Level, Hubspot, or similar).
Organized, self-driven, and capable of managing a large pipeline of accounts.
Willing to travel 20-40% of the time for trade shows and retailer visits.
Compensation & Opportunity
Base Salary + Competitive Commission Structure
Year-One Expected Earnings: $100,000+ (OTE with no cap)
Opportunity to help design and build the wholesale sales infrastructure, including CRM workflows, scripts, processes, and future hiring standards.
High upside for long-term growth as the wholesale division scales into a larger sales team.
Success in This Role Looks Like
✔ Consistent month-over-month revenue growth
✔ Top accounts nurtured and actively reordering
✔ Strong pipeline of new wholesale partners added each quarter
✔ High trade show ROI through bookings and follow-up conversions
✔ Efficient systems created to support future team expansion
✔ Improved wholesale sell-through and retailer engagement
Perks
Comprehensive medical, dental, and vision coverage
Paid volunteer hours through the Giving Goodness Foundation™
Team discounts on all Origami Owl jewelry and collections
Our Promise
· At Origami Owl, you'll be part of a brand built on purpose, creativity, and connection. Together, we design more than jewelry-we design moments that matter. 💖
$100k yearly 5d ago
Client Relationship Manager
Ascensus 4.3
Relationship manager job in Phoenix, AZ
This position will work closely with all sales, service and operations partners to serve as the focal point for existing big and elite advisor plan clients and their financial advisors. Responsibilities include relationshipmanagement for these plan accounts and financial advisors ensuring a successful service experience, product enhancements and plan retention. Providing consultative advice and support as a dedicated contact to ensure execution of coordinated strategies to support the plan client and their financial professional. Promote plan retention via ownership, troubleshooting and problem resolution resulting in the prevention of escalated service issues associated with assigned accounts.
Section 2: Job Functions, Essential Duties and Responsibilities
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Consistently demonstrate a superior level of proactive client focus and team work.
* Leverage industry knowledge to promote client satisfaction, leading to retention and organic growth.
* Develop strong working relationships with daily client contacts.
* Provide ownership for the resolution of issues escalated by clients and financial professionals.
* Act as an internal advocate for clients and financial professionals by coordinating with internal Ascensus departments.
* Review existing book of business to identify plan retention and create strategy for non-elite advisors.
* Develop relationships with C-level decision makers for assigned accounts to develop education and communication strategies.
* Cross-sell revenue opportunities, educate financial professionals/plan sponsors regarding, products, processes and services.
* Compile data, track communications, escalations and offer solutions to enhance the Ascensus experience by optimizing plan design and promoting product features and services.
* Lead and/or participate in projects that create additional value for existing relationships.
* Compile and analyze data associated with clients and financial professionals and conduct outreach activities including call campaigns to build/strengthen existing relationships and gain share of wallet.
* Maintain proficiency with multiple partner products and Ascensus' proprietary products to effectively manage key relationships across these platforms.
* Maintain proficiency with regulatory, financial, accounting, service, operations and compliance aspects of the relationshipmanagement function
Supervision
* N/A
Section 3: Experience, Skills, Knowledge Requirements
* Bachelor's degree in business or related fields, or equivalent work experience
* Minimum of 7 years' experience in retirement services industry or related field is preferred
* Minimum of 5 years' prior experience with direct client/client equivalent relationships within a financial services administrative environment
* Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred
* Ability to work independently as required, but also work within and contribute to maintaining a highly-cohesive team environment
* Excellent analytical and problem solving skills
* Ability to work with a high level of independence
* Must be detail oriented and be able to produce high quality work within tight time constraints
* Ability to make sound business judgments while effectively balancing client needs and organizational considerations
* Excellent written and oral communication skills, including group presentation experience.
* Proficiency with Microsoft Office products including Excel, Word and PowerPoint
* Ability to coordinate and run meetings attended by senior-level personnel in both internal and external environments
* Demonstrated project management skills
* Ability to travel as required
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. No associate is permitted to work at a location outside the United States for any length of time, except for approved business travel on a limited basis. Exempt Associates traveling outside the United States on personal travel or while on PTO may work on a limited basis (e.g., occasionally checking and responding to business-critical emails or dialing into business-critical meetings) from their personal devices but not from a company-provided computer.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$100k-138k yearly est. 6d ago
Regional Relationship Manager
Lessen 3.9
Relationship manager job in Scottsdale, AZ
Job DescriptionLessen is the tech-enabled, end-to-end property service provider that is transforming how commercial and residential real estate services are delivered and managed at scale. Lessen's technology platform provides data-driven insights that unlock key growth opportunities for the entire real estate ecosystem-including investors, owners, managers, and service providers. The company leverages a network of over 30,000 vetted, qualified vendors (Lessen Affiliates) serving clients with over 1 million properties and completing more than 3.5 million work orders annually across an expanding range of services. Lessen, LLC is a venture-backed, privately held company with offices in Scottsdale and Chicago.
Job SummaryThe Regional RelationshipManager assists the department and leadership in achieving profitable business results through key KPI metrics. This role is responsible for the oversight of customer portfolio, vendors, and ensuring relationships are created and developed with our clients. This role also analyzes data used to align vendors in their geographic areas to reduce risk, and improve performance and profitability.
Responsibilities· Develop negotiation strategies and participate in negotiations with vendors on price, delivery, terms, etc.· Provide supporting data and analytics to ensure informed decisions are made when choosing vendors· Conduct data analysis to support management of vendor base; provide in-depth vendor performance analysis· Uncover/understand client objectives, challenges and needs by performing regular client needs assessments· Proactively and reactively manage vendor relationships; leverage internal resources to enhance relationships · Minimize cost and maximize value in the sourcing process via leveraging strategic sourcing, negotiations, etc. · In project checks pre & post with focus on Quality Control. · Assist Estimation and Project teams with any market issues as well as previewing front and back end projects when necessary. · Interact cross-functionally with all other departments and serve as an effective and value-added service for the entire organization· Handles moderately complex issues and problems with a sense of urgency; appropriately identifies and escalates issues to department leadership· Perform work under general supervision; carefully reviews the details and accuracy of work performed · Travel expected up to 40% of the time· Performs ad-hoc projects and other duties as assigned
Role Specific Skills· Computer Skills: Microsoft Word, Excel, PowerPoint, · System Experience: Reno Walk, Scopesy, etc
QualificationsMinimum Qualifications· High School Diploma or greater · 4 years of experience in Construction, Quality Control, Customer Service, or similar Why Lessen:· Competitive compensation· Health, Dental, Vision, Life, Disability options· 401K retirement savings plan· Paid vacation, federal and floating holidays· Maternity/Paternity Pay· Career advancement opportunities· All the tools you'll need to be successful
Lessen is intentional about attracting, developing, and retaining amazing talent from diverse backgrounds. We're looking for teammates that are enthusiastic, empathetic, curious, motivated, reliable, and will help us amplify the positive & inclusive culture we've been building. Lessen is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$65k-102k yearly est. 11d ago
Consulting Actuary/ Client Relationship Manager
Ccg Business Solutions 4.2
Relationship manager job in Phoenix, AZ
CCG Talent Management is a business solutions company. We provide business consulting and talent placement services. Our team understands the principles of connecting purpose to business and career placement. A client of CCG is currently seeking a Consulting Actuary/ Client RelationshipManager
Job Description
ONSITE must live in one of the following cities San Francisco, Los Angeles, Phoenix, or Denver offices
We are currently recruiting for a Consulting Actuary/ Client RelationshipManager (CRM). The CRM will support a book of business in the West Region with emphasis in the Public Sector market. The candidate may be based out of our San Francisco, Los Angeles, Phoenix, or Denver offices.
The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to have a significant and positive impact on the continued growth of the public sector retirement benefits consulting business. The CRM will be a key contributor in the Region.
The Role: The role of a CRM includes client management, project management and new business development. A CRM has the primary relationship accountability for assigned clients, overall servicing responsibility, and client satisfaction. In addition to maintaining positive relationships, the CRM will collaborate with others across Segal to provide clients with a full array of our consulting services.
Key accountabilities include
:
Understanding clients' issues, anticipating clients' needs (aka: staying ‘ahead of the game'), and navigating the various potential solutions,
Establishing rapport and building effective working relationships within client organizations,
Innovation of the client deliverable and industry presence,
Providing a high level of creative, innovative and strategic expertise to clients and colleagues around the myriad of issues and emerging developments in the employee retirement benefits industry,
Applying an understanding of complex actuarial concepts, methods and applications,
Collaborating with others at Segal to build and maintain effective and influential client relationships, and
Leading and/or participating in new business development initiatives targeting existing and prospective clients in the Public Sector market.
The Consultant guides client service teams and plays a proactive role in mentoring and developing staff, contributing to the overall intellectual and professional development within the teams.
Qualifications
Minimum of 9 years of experience within an employee benefits consulting and/or related professional services environment involving exposure to retirement plan strategies, concepts/approaches, design and implementation in the public sector environment,
Minimum of an undergraduate degree,
Minimum ASA accreditation (FSA preferred),
Ability to step immediately into a direct client contact role,
Strong business acumen and leadership ability,
Demonstrated success as a relationship builder/collaborator,
Demonstrated experience and success in managing client relationships,
Skill of delivering/presenting complex information into actionable terms that clients will grasp and be able to act upon,
Ability to analyze and identify issues to develop solutions,
Effective interpersonal and communication (verbal/written) skills,
Ability to work collaboratively with a diverse audience of colleagues and clients, and
Ability and interest to travel as needed to meet with clients and prospects.
Additional Information
Base Salary - USD $121,000-$180,000
Plus opportunity for a discretionary performance bonus based on company profitability and employee performance
Our highly competitive compensation package and outstanding benefits
All your information will be kept confidential according to EEO guidelines.
$121k-180k yearly 1d ago
Wealth Management Client Relationship Manager
Nuveen Investments 4.9
Relationship manager job in Phoenix, AZ
**Sr WM Client Relationship Consultant** The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. Working under limited supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes supporting the implementation of financial plan recommendations and the coordination of asset consolidation. This job also coaches and reviews the work of lower lever Client Relationship Consultants.
**Key Responsibilities and Duties**
+ Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
+ Leads advisory team practice management meetings to promote efficient and effective practices and supports advisory team in overall book management strategy.
+ Ensures delivery of client service and sales support as a part of the Wealth Management advisory team, focusing primarily on advice implementation and asset consolidation coordination.
+ Guides client on income execution, including assisting clients in completing forms and reviewing forms for accuracy.
+ Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans (estate planning, beneficiaries, etc.).
+ Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs.
+ Identifies sales and asset retention opportunities.
+ Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution.
+ Supervises client outreach and marketing campaigns as determined by the advisory team to educate clients on additional Wealth Management products and services.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 3+ Years Required; 5+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
7IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client RelationshipManagement, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2026-02-13
Base Pay Range: $79,800/yr - $94,200/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$79.8k-94.2k yearly 11d ago
Client Relationship Manager
Ernest Packaging Solutions 4.3
Relationship manager job in Avondale, AZ
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 RelationshipManager (B2B outside sales) for our division located in Phoenix, AZ. 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 RelationshipManager:
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!
$75k-131k yearly est. Auto-Apply 60d+ ago
Business Relationship Manager _ Industrial _ Large Account
Tata Consulting Services 4.3
Relationship manager job in Phoenix, AZ
This position is part of TCS's IoT and Digital Engineering Service Line, focusing on Managing a large relationship, ensure Customer Delight and mine account for driving business growth for a Large US based Conglomerate with Industry leading product and services across Aerospace, Automation and Energy. The candidate would build excellent Client Relationship, Manage program expectations in collaboration with Delivery teams, Engage in account mining activities to enable growth as per expectations and build partnerships for services spanning product engineering, manufacturing, supply chain, sustainability, etc. The ideal candidate will have over 15 years of industry experience shaping proposals, building strong client relationships, managing Account level P&L, Opportunities mining and shaping proposals while collaborating with cross-functional teams to identify / build solutions for business opportunities and enhance value for clients.
Key Responsibilities:
* Lead, Grow and Manage - Engineering, Manufacturing and IOT Solutions and Services across Industrial Machinery Customers including but not limited to Manufacturing transformation, Edge to Cloud IoT platforms/ applications and entire product life cycle management services.
* Engage senior client executives, IT & Business leaders, and procurement stakeholders to build long-term partnerships.
* Monitor account performance, lead business reviews, and support relationshipmanagement to expand service footprint, specifically in a Large Relationship.
* Drive account mining, Identify opportunities towards pipeline development and manage sales cycles to closure, contributing to revenue growth and market expansion positioning IOT and Digital engineering services to prospective and existing clients.
* Build and maintain account maps, identify high-potential opportunities, and strategize go-to-market plans with technical and sales leadership.
* Represent the company at industry events and build visibility through thought leadership and client engagements
Must-Have Skills:
* Strong domain experience in Aerospace, Building and Industrial Automation · Proven Account Management and Client relationship experience in US Region, specifically in managing a large relationship
* Exceptional communication and stakeholder management skills. Qualifications: Click here to enter text.
* Bachelor's in engineering/ Master in Engineering / Master in Business Administration with 15+ years of experience with at least 5+ years of large relationship and account management
* Experience and deep domain knowledge Aerospace, Building and Industrial Automation
* Experience of positioning offerings, developing and presenting proposals, value propositions, business cases and complex deal structuring.
* Good technical and functional skills with ability to engage customers with "consultative selling" is essential. Ability to understand market/customer needs and work with solution teams to help develop innovative solutions for the industry.
Salary Range: $130,000-$162,000 a year
#LI-MG2
$130k-162k yearly 21d ago
Business Relationship Manager I- Officer
Jpmorganchase 4.8
Relationship manager job in Chandler, AZ
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business RelationshipManager is for you.
As a Business RelationshipManager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 1 year experience in a Business Banking RelationshipManagement role or related business lending experience
General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field or equivalent work experience
Strong current business network
$61k-89k yearly est. Auto-Apply 21d ago
Client Relationship Manager
Beloform Craft
Relationship manager job in Phoenix, AZ
Beloform Craft is a forward-thinking brand-driven company dedicated to shaping distinctive market identities through creativity, precision, and strategic vision. We believe that strong brands are built through consistency, collaboration, and thoughtful execution. Our team thrives in a professional, structured, and growth-oriented environment where innovation and attention to detail are highly valued.
Job Description
We are seeking a highly organized and proactive Events Assistant to support the planning, coordination, and execution of corporate and promotional events. This role plays a key part in ensuring all event activities run smoothly and align with company standards. The ideal candidate is detail-oriented, adaptable, and eager to contribute to a dynamic events team.
Responsibilities
Assist in the planning, coordination, and execution of company events
Support event logistics, including scheduling, materials preparation, and venue coordination
Communicate with internal teams, vendors, and event partners to ensure seamless operations
Maintain accurate records, timelines, and event documentation
Provide on-site support during events to ensure professional execution
Assist with post-event evaluations and reporting
Qualifications
Strong organizational and time-management skills
Excellent written and verbal communication abilities
Ability to multitask and work efficiently in a fast-paced environment
Detail-oriented with a proactive and solution-focused mindset
Professional demeanor and strong teamwork skills
Willingness to learn and adapt to new processes
Additional Information
Competitive salary ($44,000 - $47,000 annually)
Growth opportunities within a structured organization
Hands-on training and professional development
Supportive and collaborative work environment
Long-term career potential
$44k-47k yearly 6d ago
Commercial Banker
Solid Rock Recruiting LLC
Relationship manager job in Phoenix, AZ
Job Description
Commercial Banker
We are partnered with a growing community-focused financial institution to identify a Commercial Banker who enjoys building relationships, structuring deals, and working closely with local businesses.
This role is ideal for a lender who wants the autonomy and impact that comes with a relationship-driven environment rather than a large, highly layered organization.
Position Overview
The Commercial Lender will be responsible for originating, structuring, and managing commercial loan relationships within the local market. The ideal candidate brings strong credit fundamentals, consistent production ability, and experience working closely with business clients.
Key Responsibilities
Originate and manage commercial loans, including:
Commercial Real Estate (CRE)
C&I (Commercial & Industrial)
Build, manage, and grow a commercial loan portfolio
Analyze borrower financials and assess credit risk
Prepare and/or review credit memos and financial spreads
Partner with internal credit and underwriting teams throughout the loan process
Develop and maintain long-term relationships with clients, referral sources, and community partners
Ideal Background
3+ years of commercial lending experience
Demonstrated annual production and loan origination history
Strong commercial credit foundation, including:
Formal credit training and/or prior Credit Analyst experience
Ability to read and interpret financial statements and spreads
Underwriting experience (hands-on preferred)
Experience managing and growing a commercial loan portfolio
Existing book of business is a plus, but not required
Experience with CRE and/or C&I lending
Why This Role
Relationship-driven lending environment
Opportunity to make a direct impact on clients and the local market
Access to leadership and decision-makers
Supportive credit and operations teams
Ability to grow and shape a meaningful book of business
Confidential inquiries encouraged.
If you're open to exploring growth-oriented public accounting opportunities, apply below or connect directly for a confidential conversation.
brian@solidrockrecruiting.com
(605) 910-9530
$45k-76k yearly est. 25d ago
Commercial Banker
Dickinson Financial Corporation 4.4
Relationship manager job in Scottsdale, AZ
Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.
Principal Accountabilities:
Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).
Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.
Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.
Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.
Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.
Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.
Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.
Mentors less experienced commercial banking associates through delegation of duties and oversight of work.
Maintains proficiency in Salesforce Client RelationshipManagement tool and nCino, the Bank's automated loan platform.
Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.
Maintains client information in complete confidence.
Completes other specified duties as assigned.
Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
$28k-40k yearly est. 10h ago
Regional Relationship Manager
Lessen 3.9
Relationship manager job in Scottsdale, AZ
Lessen is the tech-enabled, end-to-end property service provider that is transforming how commercial and residential real estate services are delivered and managed at scale. Lessen's technology platform provides data-driven insights that unlock key growth opportunities for the entire real estate ecosystem-including investors, owners, managers, and service providers. The company leverages a network of over 30,000 vetted, qualified vendors (Lessen Affiliates) serving clients with over 1 million properties and completing more than 3.5 million work orders annually across an expanding range of services. Lessen, LLC is a venture-backed, privately held company with offices in Scottsdale and Chicago.
Job SummaryThe Regional RelationshipManager assists the department and leadership in achieving profitable business results through key KPI metrics. This role is responsible for the oversight of customer portfolio, vendors, and ensuring relationships are created and developed with our clients. This role also analyzes data used to align vendors in their geographic areas to reduce risk, and improve performance and profitability.
Responsibilities· Develop negotiation strategies and participate in negotiations with vendors on price, delivery, terms, etc.· Provide supporting data and analytics to ensure informed decisions are made when choosing vendors· Conduct data analysis to support management of vendor base; provide in-depth vendor performance analysis· Uncover/understand client objectives, challenges and needs by performing regular client needs assessments· Proactively and reactively manage vendor relationships; leverage internal resources to enhance relationships · Minimize cost and maximize value in the sourcing process via leveraging strategic sourcing, negotiations, etc. · In project checks pre & post with focus on Quality Control. · Assist Estimation and Project teams with any market issues as well as previewing front and back end projects when necessary. · Interact cross-functionally with all other departments and serve as an effective and value-added service for the entire organization· Handles moderately complex issues and problems with a sense of urgency; appropriately identifies and escalates issues to department leadership· Perform work under general supervision; carefully reviews the details and accuracy of work performed · Travel expected up to 40% of the time· Performs ad-hoc projects and other duties as assigned
Role Specific Skills· Computer Skills: Microsoft Word, Excel, PowerPoint, · System Experience: Reno Walk, Scopesy, etc
QualificationsMinimum Qualifications· High School Diploma or greater · 4 years of experience in Construction, Quality Control, Customer Service, or similar Why Lessen:· Competitive compensation· Health, Dental, Vision, Life, Disability options· 401K retirement savings plan· Paid vacation, federal and floating holidays· Maternity/Paternity Pay· Career advancement opportunities· All the tools you'll need to be successful
Lessen is intentional about attracting, developing, and retaining amazing talent from diverse backgrounds. We're looking for teammates that are enthusiastic, empathetic, curious, motivated, reliable, and will help us amplify the positive & inclusive culture we've been building. Lessen is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
$65k-102k yearly est. Auto-Apply 40d ago
Wealth Client Relationship Manager
Nuveen Investments 4.9
Relationship manager job in Phoenix, AZ
Wealth Management Client RelationshipManagers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client RelationshipManager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client RelationshipManager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
Related Skills
Business Development, Client RelationshipManagement, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2026-01-31
Base Pay Range: $30.05/hr - $42.07/hr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
$30.1-42.1 hourly 14d ago
Client Relationship Manager
Beloform Craft
Relationship manager job in Phoenix, AZ
Beloform Craft is a forward-thinking brand-driven company dedicated to shaping distinctive market identities through creativity, precision, and strategic vision. We believe that strong brands are built through consistency, collaboration, and thoughtful execution. Our team thrives in a professional, structured, and growth-oriented environment where innovation and attention to detail are highly valued.
Job Description
We are seeking a highly organized and proactive Events Assistant to support the planning, coordination, and execution of corporate and promotional events. This role plays a key part in ensuring all event activities run smoothly and align with company standards. The ideal candidate is detail-oriented, adaptable, and eager to contribute to a dynamic events team.
Responsibilities
Assist in the planning, coordination, and execution of company events
Support event logistics, including scheduling, materials preparation, and venue coordination
Communicate with internal teams, vendors, and event partners to ensure seamless operations
Maintain accurate records, timelines, and event documentation
Provide on-site support during events to ensure professional execution
Assist with post-event evaluations and reporting
Qualifications
Strong organizational and time-management skills
Excellent written and verbal communication abilities
Ability to multitask and work efficiently in a fast-paced environment
Detail-oriented with a proactive and solution-focused mindset
Professional demeanor and strong teamwork skills
Willingness to learn and adapt to new processes
Additional Information
Competitive salary ($44,000 - $47,000 annually)
Growth opportunities within a structured organization
Hands-on training and professional development
Supportive and collaborative work environment
Long-term career potential
$44k-47k yearly 7d ago
Business Relationship Manager Senior Acquisition- Vice President
Jpmorganchase 4.8
Relationship manager job in Tempe, AZ
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business RelationshipManager is for you.
As a Business RelationshipManager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in a Business Banking RelationshipManagement role or related business lending experience
Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Balance needs of clients with associated risks and interests of the firm
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Minimum of 3 years' managing clients >$10+MM revenue
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
$61k-90k yearly est. Auto-Apply 60d+ ago
Commercial Banker
Dickinson Financial Corporation 4.4
Relationship manager job in Scottsdale, AZ
Dickinson Financial Corporation and its affiliated banks-Academy Bank, N.A. and Armed Forces Bank, N.A.-rely on experienced commercial banking professionals to help clients reach their goals, to positively impact economic development in our communities, and to reach our growth objectives. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach. In addition to excellent client service, successful Commercial Bankers have the ability to critically review, analyze, structure, risk rate, negotiate, and document new loans and develop full relationship plans to attract new business to the Bank.
**Principal Accountabilities** :
+ Grows a self-sourced portfolio of commercial loans that is augmented with bank-generated leads. Minimum annual origination targets, optimal size of lending relationships, and overall portfolio size will vary and be provided to each loan officer based on the banker's area of expertise and assignment (e.g., National CRE, Middle Market C&I or Regional).
+ Manages calling program and pipeline reporting using Salesforce while maintaining client data as propriety company information.
+ Responsible for ensuring that clients' entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.
+ Fosters client relationships in a way that endears clients to bank, not limited individual(s), such as making introductions to broad team of associates, facilitating ownership and senior management client introductions, and maintaining up-to-date client information within the CRM.
+ Solicits, analyzes, structures, risk rates, presents for approval, and negotiates commercial loan requests.
+ Excels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review-to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. Relying on others to complete tasks, responsible for management of portfolio to sound credit quality, overall portfolio return, client retention, and relationship banking.
+ Responsible for continual improvements to cost to close and cost to maintain portfolio by focusing efforts on sales and production while leveraging skills of other professionals to conduct other duties.
+ Mentors less experienced commercial banking associates through delegation of duties and oversight of work.
+ Maintains proficiency in Salesforce Client RelationshipManagement tool and nCino, the Bank's automated loan platform.
+ Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
+ Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.
+ Maintains client information in complete confidence.
+ Completes other specified duties as assigned.
+ Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
**Minimum Qualifications:**
+ Bachelor's degree in finance, accounting, or business administration required; MBA or other related graduate degree preferred.
+ Proven track record of relationship-based business development.
+ Minimum five years of related commercial lending or portfolio management experience.
+ Strong credit analysis skills.
+ Proficient use of standard computer/software programs including but not limited to Microsoft Office Suite of products, Internet, video conferencing; Experience in Salesforce and nCino or other CRM or loan originating system strongly preferred.
+ Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
+ Must be willing and able to take team approach to client relationships and work to ensure all associates are providing the highest and best value of their time and talents.
**Physical Requirements:**
The work environment is typical of a standard office or retail banking setting. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. Position requires occasional lifting and/or the exerting of up to ten pounds of force. If associate is approved for any hybrid work locations, lifting of about 5 lbs. (laptop) is required twice daily. Position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. The position involves frequent, sustained periods of sitting but also frequent, sustained periods of standing or moving from one worksite to another, including for example client locations, community events, and/or building sites. Position requires the ability to timely transport oneself from one local work site to another local work site via automobile or public transportation on a regular basis. Exposure to the elements is possible while outdoors. Depending upon specialty/geographic area assigned, position requires the ability to travel outside of local area, necessitating the ability to travel via airplane or other public transportation on an occasional basis.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, national origin, protected veteran status, disability. Academy Bank and Armed Forces Bank provides affirmative action data on protected veteran status or disability. If you need an accommodation for any part of the employment process, please email ************************
$28k-40k yearly est. 60d+ ago
Regional Relationship Manager
Lessen 3.9
Relationship manager job in Scottsdale, AZ
Lessen is the tech-enabled, end-to-end property service provider that is transforming how commercial and residential real estate services are delivered and managed at scale. Lessen's technology platform provides data-driven insights that unlock key growth opportunities for the entire real estate ecosystem-including investors, owners, managers, and service providers. The company leverages a network of over 30,000 vetted, qualified vendors (Lessen Affiliates) serving clients with over 1 million properties and completing more than 3.5 million work orders annually across an expanding range of services. Lessen, LLC is a venture-backed, privately held company with offices in Scottsdale and Chicago.
Job Summary
The Regional RelationshipManager assists the department and leadership in achieving profitable business results through key KPI metrics. This role is responsible for the oversight of customer portfolio, vendors, and ensuring relationships are created and developed with our clients. This role also analyzes data used to align vendors in their geographic areas to reduce risk, and improve performance and profitability.
Responsibilities
* Develop negotiation strategies and participate in negotiations with vendors on price, delivery, terms, etc.
* Provide supporting data and analytics to ensure informed decisions are made when choosing vendors
* Conduct data analysis to support management of vendor base; provide in-depth vendor performance analysis
* Uncover/understand client objectives, challenges and needs by performing regular client needs assessments
* Proactively and reactively manage vendor relationships; leverage internal resources to enhance relationships
* Minimize cost and maximize value in the sourcing process via leveraging strategic sourcing, negotiations, etc.
* In project checks pre & post with focus on Quality Control.
* Assist Estimation and Project teams with any market issues as well as previewing front and back end projects when necessary.
* Interact cross-functionally with all other departments and serve as an effective and value-added service for the entire organization
* Handles moderately complex issues and problems with a sense of urgency; appropriately identifies and escalates issues to department leadership
* Perform work under general supervision; carefully reviews the details and accuracy of work performed
* Travel expected up to 40% of the time
* Performs ad-hoc projects and other duties as assigned
Role Specific Skills
* Computer Skills: Microsoft Word, Excel, PowerPoint,
* System Experience: Reno Walk, Scopesy, etc
Qualifications
Minimum Qualifications
* High School Diploma or greater
* 4 years of experience in Construction, Quality Control, Customer Service, or similar
Why Lessen:
* Competitive compensation
* Health, Dental, Vision, Life, Disability options
* 401K retirement savings plan
* Paid vacation, federal and floating holidays
* Maternity/Paternity Pay
* Career advancement opportunities
* All the tools you'll need to be successful
Lessen is intentional about attracting, developing, and retaining amazing talent from diverse backgrounds. We're looking for teammates that are enthusiastic, empathetic, curious, motivated, reliable, and will help us amplify the positive & inclusive culture we've been building. Lessen is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran or disabled status, or genetic information.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$65k-102k yearly est. 39d ago
Business Relationship Manager Senior Acquisition- Vice President
Jpmorgan Chase & Co 4.8
Relationship manager job in Peoria, AZ
JobID: 210672964 JobSchedule: Full time JobShift: : If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business RelationshipManager is for you.
As a Business RelationshipManager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking RelationshipManagement role or related business lending experience
* Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
* Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
* Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
* Balance needs of clients with associated risks and interests of the firm
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
* Bachelor's degree in Finance or related field, or equivalent work experience
* Minimum of 3 years' managing clients >$10+MM revenue
* In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
* Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
How much does a relationship manager earn in Chandler, AZ?
The average relationship manager in Chandler, AZ earns between $51,000 and $120,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.
Average relationship manager salary in Chandler, AZ
$78,000
What are the biggest employers of Relationship Managers in Chandler, AZ?
The biggest employers of Relationship Managers in Chandler, AZ are: