Relationship manager jobs in Connecticut

CANDIDATE MUST BE LOCATED IN HARTFORD, CT OR THE SURROUNDING AREAS The Compliance Account Manager (CAM) is a field-based role responsible for managing compliance performance, strengthening hospital relationships, and driving the successful execution of the RepScrubs Compliance Improvement Plan (CIP) across a designated U.S. region. CAMs serve as the primary compliance partner for hospitals, national vendor teams, corporate accounts, and internal stakeholders. This role ensures consistent onboarding, behavioral improvement, vendor visibility, and operational alignment across facilities nationwide. The CAM helps protect existing business, drive expansion within health systems, and supports Sales with regional insights and reference-building. Key Responsibilities: · Lead Compliance Performance: Monitor, analyze, and improve compliance trends across assigned hospitals and health systems, using the RepScrubs Compliance Improvement Plan (CIP). · Strengthen Hospital Partnerships: Serve as the primary account liaison for hospital leadership, ensuring consistent communication, alignment, and satisfaction. · Drive Vendor Behavior Improvement: Support vendor teams with education, onboarding, and corrective action to improve compliance, visibility, and adherence to hospital requirements. · Support Vendor Corporate Teams: Collaborate with major vendor partners in designated area to ensure vendor participation, accurate data collection, compliance tracking, and engagement at all RepScrubs locations in the region. · Execute Field-Based Engagement: Conduct facility visits, compliance education, and performance reviews; identify risks, opportunities, and areas for operational refinement. · Deliver Reporting & Insights: Present compliance trends, root-cause analyses, and recommendations to hospitals, health systems, and internal leadership. · Partner with Sales & Growth Initiatives: Provide regional intelligence, success metrics, and reference-building to support Sales in renewals, expansions, and new opportunities. · Ensure Operational Alignment: Coordinate with Customer Service, Operations, IT/Dev, Sales, and Compliance teams to resolve issues quickly and maintain seamless customer experience. · Protect and Expand Business: Identify gaps in compliance, escalate risks early, and implement mitigation plans that strengthen partnerships and support long-term retention. · Champion RepScrubs Culture & Standards: Maintain excellence in communication, documentation, professionalism, and customer advocacy across all interactions. Qualifications: · 3-5+ years of experience in account management, client success, healthcare operations, or a similar customer-facing role. · Experience working with hospitals, clinical teams, or healthcare vendors is strongly preferred. · Strong interpersonal skills with the ability to build trust and maintain long-term relationships. · Excellent written and verbal communication skills, with confidence presenting to executive teams. · Proven ability to interpret data, identify trends, and translate insights into actionable recommendations. · Proficiency in Excel and data-tracking tools is required; experience with CRM platforms and reporting tools (PowerBI preferred). · Strong organizational skills with the ability to manage multiple accounts, priorities, and deadlines. · Demonstrated ability to resolve issues quickly and manage escalations professionally. · Self-directed and highly reliable, with the ability to work independently in a field-based environment. · Experience supporting process improvement or operational optimization initiatives. · Ability to coordinate and communicate effectively across internal teams · Personable, customer-focused, and able to navigate sensitive conversations with diplomacy and professionalism. · High level of discretion, judgment, and accountability. · Willingness to travel within assigned region, when required. Locations and expectations: This role is designed to be remote but requires occasional travel to the Corporate Office in Sanford, FL, as well as other locations within the designated area, on specified dates with advance notice. Benefits: · Medical · Dental · Vision · Flexible Spending Account (FSA) · Life Insurance · Roth or traditional 401(k) · NexGenEAP Wellness Program · Personal Time Off (vacation) The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Our client is a leading service company that provides fire protection and safety services to commercial and industrial clients across the region. The company generates $25M+ in revenue and is on a fast growth trajectory toward $100M in the next few years, including expansion into new states! We're looking to hire an experienced Sales Manager to lead and scale the outside and inside sales teams, implement strong processes, and drive revenue growth. Highlights: Build and lead a high-performing sales team Seat at the management table Cross-functional collaboration across three business units Resources are available- scale and experiment without limits Strong Compensation Package - tailored to you! Office in Cheshire, CT (3+ days per week in-office) with hybrid flexibility Responsibilities: Hire, train, and manage outside sales reps ($600k-$800k each in recurring revenue) Drive cross-sells and upsells across 4,500+ customers Implement CRM, refine processes, and set team goals Support territory expansion and acquisitions Hands-on ride-alongs Qualifications: 5-10+ years sales management Experience in transactional/volume sales environments Strong process and tech skills (CRM, ERP, workflow management) Service-based, recurring revenue sales experience Must have a "Roll-up-your-sleeves" mentality Comfortable with both strategy and hands-on execution

Leads execution of Supplier Rescue Projects, developing the project scope and phases, setting up the project team and reporting progress and results to top management. JOB RESPONSIBLITIES * Lead a cross-functional team to bring resolution for a specific supplier crisis by identifying and addressing performance issues aiming to minimize disruption in the supply chain. * Lead development and execution of a supplier recovery plan, collaborating with internal and external stakeholders to ensure that the results from each project will be on the right schedule, budget and quality * Strengthens relationship, promotes integration, enhances communication and mediates conflicts between supplier's and Embraer's teams to address issues and drive mutual success. * Coordinates the KPO (PMO) and multi-disciplinary project teams, both internal and external, on finding the best solution to the different problems * Conduct regular assessments of supplier performance and deliverables, monitoring key performance indicators (KPIs), and implementing improvement initiatives and needed. * Coordinates, presents and guarantees targets achievements for upper management meetings, both internal at Embraer and at the Supplier * To initiate and lead continuous improvement activities, incorporating Lean and P3E processes. * Audits methods/efficiency of suppliers' management of their sub-tiers abilities to guarantee production flow and deliveries. * Visits supplier's sub-tiers to help address their issues when deemed necessary. * Interacts with Supplier's and Embraer's teams to coordinate and follow up on the: investigation of technical issues, identification of appropriate solutions, and ensuring quality in the delivery process to Embraer and its customers. * Follows up on raw materials, components and spare parts production process and delivery, based on schedules provided by suppliers, verifying and evaluating services regarding vendor's ability to deliver ordered quantities on schedule time and agreed quality level. * Oversees material movements throughout manufacturing and inventory sequences. * Audits materials and analyzes/evaluates quality of area services, as well as contract clauses and late deliveries. * Provides regular written and verbal reports on observations, findings and action plans agreed with suppliers as well as on plans implementation. ESSENTIAL KNOWLEDGE, SKILLS AND ABILITIES Education: * Bachelor's degree in engineering, supply chain management, business administration or equivalent degree and experience. * Master's degree preferred. Experience: * A minimum of 5 years of experience in supply chain, procurement, or engineering. Knowledge, Skills & Abilities: * Comprehension, understanding and execution of broad practices associated within the field assigned and related fields. * Applies these understandings in the completion of complex work assignments. * Advanced level of proficiency in utilization of MS Office: Excel, Word, PowerPoint and Project. * Experience working in a global or multinational organization * Strong knowledge of Aircraft systems/structures (electric, electronic, mechanic, hydraulic, pneumatic, communication, etc.). * Demonstrates client support and service quality techniques. * Ability to provide inputs to teams on process issues that may be affecting the overall performance of the work to be done. * Working Conditions / Environment/ Special Requirements * Ability to work in a safe professional manner adhering to all regulatory requirements including, OSHA, EPA, State and Federal regulations. GENERAL COMMITMENT FOR ALL EMPLOYEES * Commitment to company values and complies with department norms, policies, directives, and procedures. * Incorporates Lean and P3E processes and concepts into daily activities. * Strive for continuous improvement to processes and procedures. * Honors and protects confidential and proprietary documents and information. * Satisfies work schedule requirements. The job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required by the employee. Performs other duties as assigned. Embraer is an Equal Opportunity Employer

Job Title: Branch Relationship Manager (Bi-Lingual) Summary: The Branch Relationship Manager is responsible for successfully leading their branch sales and relationship building, including its daily operations, service quality, and financial performance. Works with group leaders and assigned staff members with service as a Bank-wide focus. Key responsibilities include, team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales/marketing activities and maintaining branch condition. Branch and Personal Sales Performance Goals/Reporting Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained Open, cross sell, maintains existing accounts and products to new and existing customers; monitor sales for team daily Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs. Assist in outside sales calls on local businesses as needed. Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals Review and monitor referrals in CRM and Excel Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that have the potential to affect future performance Prepare and implement a cross-training plan with each staff member on products and services. Work with staff on making recommendations for customers by using open-ended questions. Expands branch network and sales opportunities by developing relationships with individuals and businesses throughout the community Obtains appropriate approval for customer exceptions as required by the bank policy Conduct bi-weekly one-on-one meetings with each employee to assess development needs HR Management Functions Partner with Branch Support Manager and HR in the interviewing process of new hire candidates Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager, or SVP Retail Banking for approval and delivery Review incentive compensation for accuracy and communicate with employees on their progress Add and review team feedback and provide action plans or performance improvement plans as needed Review staffing needs to make sure branch is staffed properly during peak hours Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff Assist and support other branches for staffing as needed Team Leadership/General Management Follow all Bank policies/procedures Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with banking regulations Comply with all daily, monthly and quarterly security procedures Perform and/or assist with all branch audits such as semi-annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc. Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Coach staff to provide consistent customer service and how to recognize sales and cross-selling opportunities Provide a minimum of one piece of valuable feedback in Threads two times quarterly for a team member or business partner Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on their team Always demonstrates Banks Core Values Assist fellow employees with enthusiasm and motivation Maintains neat work area, follows the Banks Clean Desk Policy and assists team members to do the same Strike a balance between individual work and delegation of assignments Service/Branch Operations Supervise the day-to-day operations of the Branch and ensures all team members have adequate skills and product knowledge Delegate responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships Maintain the condition of branch building and equipment, such as ATM's, including cleanliness, security and maintenance Monitor customer complaints and record in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly Assist branch employees when needed Provide on the spot customer service coaching as needed to assist team member with prof

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

Who You'll Work With Slalom Greater New England is seeking a Client Partner to join the team to expand the Slalom brand within our Boston Financial Services / Capital Markets line of business. You will work closely with capability leaders and other markets to collectively establish Slalom as the "go-to" consulting partner for transformation projects across business and technology. The Client Partner will engage with colleagues throughout Slalom to introduce thought leadership, create winning proposals, and deliver superlative work, thereby growing Slalom's consulting footprint with existing customers and opening doors to new ones. This leader will also deliver solutions that enhance our transformation story and build on our strong foundation with our current strategic & emerging partners. What You'll Do * Provide oversight, direction setting and relationship development for a client account(s) within Financial Services in the New England area. * Build and Maintain trust-based Relationships - Drive new connections and deepen relationships within the market and the client accounts. * Industry Expertise - provide subject matter expertise to teams, clients and partners. Support development of our consultants with interest in focusing in Financial Services. * Building our Capability - Focused on increasing brand recognition by attending various industry or functional meetings, forums, publications, sponsor/speaker at industry events and/or client workshops etc. * Financial Management - overseeing the profit and loss of accounts in the Financial Services group, including the management of receivables. * Sales Pipeline Management - generating and leading new sales opportunities for Slalom and responding to client RFP responses and service requests. * Delivery and Quality Management - oversight of all work, deliverables being performed on accounts in the Financial Services group. Engaged on steering committees and with executives to drive expectation alignment across teams. Spending time with clients periodically conducting Customer Love conversations. * People and Talent Management - providing guidance, supervision and coaching to the team members assigned to accounts in the Financial Services client group. Ensuring Slalom teams serving clients are engaged and excited about the work they are doing. * Administration - ensuring the proper administrative controls are in place and adhered to on the account, including the management client charge codes, billing and internal administration. What You'll Bring * 10+ years of knowledge and experience in the Financials Services, Capital Markets and/or Asset and Wealth Management industries * 5-10 year's experience managing teams of 3+ resources through all lifecycles of a project * Excellent team builder and player, with a learner philosophy * Experience simultaneously managing multiple projects across multiple domains and/or clients * Experience developing and marketing thought leadership assets in the Financial Services industry * 5-10 year's experience building relationships with executives and C-Suite leaders in the Financial Services industry * Experienced in building relationships with CXOs and business decision-makers * Experienced and adept at aligning teams to work toward a common goal; consistently demonstrates strong leadership skills About Us Slalom is a fiercely human business and technology consulting company that leads with outcomes to bring more value, in all ways, always. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life. We are trusted by leaders across the Global 1000, many successful enterprise and mid-market companies, and 500+ public sector organizations to improve operations, drive growth, and create value. At Slalom, we believe that together, we can move faster, dream bigger, and build better tomorrows for all. Compensation and Benefits Slalom prides itself on helping team members thrive in their work and life. As a result, Slalom is proud to invest in benefits that include meaningful time off and paid holidays, parental leave, 401(k) with a match, a range of choices for highly subsidized health, dental, & vision coverage, adoption and fertility assistance, and short/long-term disability. We also offer yearly $350 reimbursement account for any well-being-related expenses, as well as discounted home, auto, and pet insurance. Slalom is committed to fair and equitable compensation practices. For this position, the base salary pay range is $208k to $248k. Actual compensation will depend upon an individual's skills, experience, qualifications, location, and other relevant factors. The salary pay range is subject to change and may be modified at any time. EEO and Accommodations Slalom is an equal opportunity employer and is committed to attracting, developing and retaining highly qualified talent who empower our innovative teams through unique perspectives and experiences. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veterans' status, or any other characteristic protected by federal, state, or local laws. Slalom will also consider qualified applications with criminal histories, consistent with legal requirements. Slalom welcomes and encourages applications from individuals with disabilities. Reasonable accommodations are available for candidates during all aspects of the selection process. Please advise the talent acquisition team if you require accommodations during the interview process.

We are looking for a Client Facing Jr. Relationship Manager at our smaller office in Newtown, CT. Salary + bonus $60-85k, +15% commission. This position offers direct, defined path to grow in Financial Services. Beginning with 2 months of training you'll be given a book of business to manage comprised of established clients nationwide that is yours to grow and handle as you see fit with significant upside potential. This is open to training the right individual who is coming from Operations in Financial services non-client facing who wants a client facing position. You'll have the opportunity to work supporting the senior stakeholders at institutional clients nationwide. This firm is one of the leading providers of tech-enabled deposit and cash management strategies, serving banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions nationwide, with over $22B AUM. They are employed owned since 2003, innovative and named one of the "Best Places to Work in FinTech" by American Banker in 2024. This job will be based in one of the firms' offices in Northern Fairfield County Salary & bonus dependent on experience. Superb benefits and flexible schedule Requirements: Bachelor's degree: Economics or Finance a plus Must be willing to travel to and be based out their Northern Fairfield County office Knowledge of fixed income markets, and familiarity with US short-term rate policy, a plus Must be articulate, polished, and able to present to senior stakeholders Willingness to travel to clients once per month.

Geezeo, is a fast-growing FinTech company that is a leader in digital financial management tools. We are looking to hire a Client Success Partner that will work to support our clients. You will be responsible for knowing client goals, how they can better utilize their Geezeo solutions, further build their relationship, and identify future technology plans. You will be responsible for their overall satisfaction, training, & making sure Geezeo constantly exceeds their expectations. Job Description This full-time position is available at our Glastonbury, CT office and will be reporting to the Director of Client Success. The Client Success Partner will ensure that clients effectively adopt and implement their Geezeo product solutions and overall satisfaction & development of their growing client base. This includes developing relationships with key client contacts, strengthening client product knowledge and use, and securing partnerships that are mutually beneficial to both Geezeo and our clients. To apply, provide a resume and cover letter describing your passion, talent, work style, and why you want to join our team. Only applicants that include these criteria will be considered. Job Responsibilities Own everything involved in making clients successful, identify opportunities to increase relationship Manage client expectations & overall satisfaction (leading to successful renewals) Meet and/or exceed quarterly sales goals (including increased monthly revenue with renewals, conversions, and professional services) Monitor and facilitate client adoption of our solution features and functionality while providing Geezeo with an understanding of clients' overall business needs, priorities as they relate to our products and services Act as a liaison between product management and clients with a focus on communicating the Geezeo roadmap and how the roadmap will influence client activities Excellent written and oral communication skills (email, phone and in-person): Communicate product enhancements, news & events, tracking & following up on technical support/issues Ability to deeply understand how our clients successfully utilize our solution, oversee client training Ability to learn complicated processes quickly Exceptional organizational skills Ensure all account data is accurate & complete Manage feedback, advocate for clients Monitor the performance and health of client activity/usage & optimize them to ensure continuous improvement Provide weekly client updates & monthly Client Success report Travel is required for client meetings, conferences, and other sponsored events

Job Type: Salaried, Full Time 40 Hours Bank Hours: Monday, Tuesday, Wednesday 9a - 3p Thursday 9a - 5p Friday 9a - 4p Saturday 9a - 12p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Relationship Manager, you are responsible for: Provide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank's products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability. Responsibilities: Ensure service standards are continually achieved in areas of responsibility. Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth. Lead, influence, and proactively work with other department partners to develop market areas. Effectively demonstrate knowledge of all bank products and services to identify and satisfy customer needs successfully. Interview loan applicants and process and close consumer, mortgage, and commercial loans under the direction of the Loan Officer. Exercise administrative control over budget, audit, policy, and procedure issues. Develop and promote Bank services and products. Open accounts, cross-sell products and services and make referrals when appropriate. Ensure that the Bank's security and loss prevention policies and procedures are carried out within the branch. Prepare and review performance evaluations and support employee performance objectives to develop staff to their fullest potential. Participate in Banking and civic organizations to promote the Bank's image and visibility within the community. Ensure a high level of customer service by branch staff. Responsible for branch and employee goal attainment, which supports corporate goals and objectives. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number. Compliance Maintain working knowledge of Bank policies and procedures, State and Federal laws and regulations. Responsible for compliance regulations related to this position and receiving appropriate training including but not limited to: Bank Secrecy Act (BSA) Office of Foreign Assets Control (OFAC) USA Patriot Act All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheet. Education and Qualifications: Three to Five years of retail banking with supervisory or management experience or some comparable combination of education and experience. A proven track record of high performance, including Small Business acquisition and cross-partner referrals. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

Job Description World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 210 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Summary This position supports the Account Executive with responsibilities related to client management and retention Essential Duties and Responsibilities Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication Handling renewals, service requests, claims, billing and new policies Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures Review all applications, policies, endorsements and audits for accuracy Complete loss/claim analysis and summaries Coordinate expiration list with department manager to obtain renewal business information Qualifications Bachelor's degree or equivalent work experience, preferred 3-7 years minimum Personal Lines High Net Worth Account Management experience required Property & Casualty License required Valid driver's license and insurance, required Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point) Applied/Epic or similar agency management software experience, preferred. Able to work independently and enjoy a high degree of interaction with team members. Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines. Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance. The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-KS1 Powered by JazzHR o8G1WEx2ix

Stamford, Connecticut **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager 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 Relationship Management 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

The Company Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta. Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence. Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are. Please click here to view Albourne America's privacy policy. The Role: We are looking for a professional client service individual to join our Portfolio team in our Stamford, CT office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients including interacting with them on a daily basis. The Client Account Manager acts as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes. Responsibilities: Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients Ensure the internal database and knowledge management system are maintained with up to date information on the clients Manage new client account set up and provide training of Albourne's systems and tools to assigned clients through online and in person demonstrations Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client's business Gain in depth knowledge of the clients' interests to identify cross selling opportunities in coordination with the marketing team Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients Proactively highlight new Albourne research to clients based on the team's knowledge of their current and/or potential portfolio(s) Responsible for monthly feedback regarding client interactions and satisfaction Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports What we're looking for: Bachelor's degree from an accredited college/university required Strong literacy in Microsoft Office Proactive self-starter and proficient in time management & multi-tasking skills Professional demeanor and strong interpersonal skills Abide by the Client Group policies and procedures as well as the Albourne Group's policies and procedures including but not limited to compliance and database filing Attendance at company events as requested Adherence to the Compliance Manual and other Albourne Policies and procedures Benefits & Perks: Comprehensive Compensation and Benefits Package Fully paid Medical and Dental PPO Fully paid Basic Life and AD&D 401k & FSA Hybrid work schedule Everyday Wellness, weekly yoga and fitness Free Gym Membership near the office 30 days paid time off each year including Vacation and Holidays Job Pay Transparency: $60,000 to $75,000/year Job Type: Full-time Location: Stamford, CT Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position. Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.

Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re. Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies. Gen Re currently offers an excellent opportunity for Client Accountant to work in the North America P&C Operations team based in our Stamford office. This is a hybrid role Role Description The Client Accountant serves as the primary accounting contact for the Client and Treaty Business Units. This role involves frequent interaction with multiple departments and senior management to deliver analysis and early-warning intelligence regarding client experience. Primary Responsibilities Manage all aspects of clients' assumed account processing and analysis; Review and validate client cessions for compliance with contract terms & conditions; Reconcile and register premium & bulk losses, collect & apply cash, analyze premium volume changes & ageing balances Calculate & prepare statements for adjusted commission and/or premium Calculate and invoice for reinstatement premium, if applicable Draft client reporting/ billing formats and remittance instructions in accordance with contract terms Review and analyze earnings, estimates, premium volume growth, and overdue receivables Build & maintain strong working relationships with other Gen Re business and service unit Role Qualifications and Experience Working knowledge of the insurance/reinsurance industry preferred Proficiency in Microsoft Office Suite, especially Excel Strong written and oral communication and strong interpersonal skills Organizational ability and attention to detail Team-oriented mindset with ability to collaborate effectively Ability to work under time constraints and manage multiple priorities Strong math/analytical skills Experience with SAP, FS-RI, FS-CD a plus Self-starter with a strong work ethic and ability to multitask Commitment to continuous learning and professional development, including pursuit of relevant designations, as appropriate Salary Range 63,000.00 - 84,000.00 USD The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training. Our Corporate Headquarters Address General Reinsurance Corporation 400 Atlantic Street, 9th Floor Stamford, CT 06901 (US) At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager 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 Relationship Management 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 Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** Danbury,CT $66,500.00 - $100,000.00 / year

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

The Concierge Banking Officer is responsible for delivering personalized, high-touch banking services to High Net Worth (HNW) individuals and families. This role acts as a single point of contact for clients, ensuring a seamless and exceptional experience across a wide range of banking and financial services. The ideal candidate has strong relationship management skills, in-depth knowledge of financial products, and the ability to anticipate and meet the complex needs of affluent clientele. * Serve as a dedicated relationship manager for HNW clients, delivering white-glove high touch service across all banking needs * Develop and maintain deep relationships with clients to understand their financial goals, preferences, and service expectations * Provide personalized concierge services including account management, transaction support, travel assistance, and access to exclusive banking privileges * Collaborate with internal departments * Proactively identify opportunities to deepen client relationships and refer clients to appropriate specialists as needed * Ensure compliance with all regulatory and internal policies during client interactions and transactions * Resolve client issues and inquiries efficiently, maintaining the highest standards of service and confidentiality * Organize exclusive client events or experiences to build loyalty and engagement Requirements * Bachelor's degree in Finance, Business, or related field (preferred) * 3-5+ years of experience in private, retail, or concierge banking * Proven track record of client relationship management and sales performance. * Excellent interpersonal, communication, and problem-solving skills. * Strong understanding of financial products and services, including investments, credit, and insurance. * Discretion and professionalism in handling sensitive and confidential client information Key Competencies * Excellent analytical, problem-solving, and critical thinking skills * Influential communicator with cross-functional leadership skills * Change management and program governance expertise * Strong regulatory awareness and risk acumen Benefits * 401K * Health Insurance * Dental Insurance * Vision Insurance * Health Savings Account * Flexible Spending Account * Employee Assistance Program * Paid Time Off

**Territory: Waterbury, CT - Multi-Specialty** Target city for territory is Waterbury - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: West to the NY border, including Danbury, New Milford, Ridgefield. Middletown, Portland, Seymour, Terryville, Bristol, Roxbury, Kent, Washington. **SUMMARY:** Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: **ESSENTIAL FUNCTIONS:** **Business Planning & Account Leadership** - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. **Selling** - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. **Customer Development** - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating "total office" account management where applicable. **Local Market & Therapeutic Area Expertise** - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. **Reimbursement** - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. **Pharmaceutical Environment/Compliance** - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. **REQUIRED EDUCATION, EXPERIENCE and SKILLS:** + Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university + 2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience. + Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually + Self-starter, with a strong work ethic, tenacity, and outstanding communication skills + Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment. + Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles. + Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives. + Must live within 40 miles of territory boundaries + Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements + Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck + Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation. **PREFERRED EDUCATION, EXPERIENCE AND SKILLS:** + Recent documented successful experience selling to general practitioners (GPs) and primary care centers. + Prior experience promoting and detailing products specific to CNS/neuroscience + Previous experience working with alliance partners (i.e., co-promotions) **TRAVEL:** + Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on ourcareer site (***************************************************************************************************************** . Applications accepted on an ongoing basis. **Why Lundbeck** Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on theU.S. career site (***************************************************************************************************************** . _Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit theU.S. career site (*********************************************************************** ._ _Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates inE-Verify (****************************************************************************************************************************** ._ **About Lundbeck** At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us. Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology. The brain health challenge is real. Our commitment is real. Our impact is real. **About Lundbeck** At Lundbeck, our most important contribution is easing the burden of the millions of people living with brain disorders. Whether it is migraine, depression, or other brain disorders, patients, their carers, and society as a whole depend on us. Through cutting edge science and strong partnerships, we develop and market some of the world's leading treatments, expanding into neuro-specialty and neuro-rare from our strong legacy within psychiatry and neurology. The brain health challenge is real. Our commitment is real. Our impact is real.

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