Relationship manager jobs in Davie, FL - 1,694 jobs

A global financial institution is seeking an Emerging Corp Relationship Manager in Miami, Florida. The role focuses on deepening client relationships and guiding innovative solutions tailored to individual needs. Candidates must have 6-10 years of banking experience, strong credit structuring skills, and a bachelor's degree, with a preference for a master's. The position offers a competitive salary range of $129,520 to $194,280, alongside comprehensive employee benefits including medical coverage and wellness programs. #J-18808-Ljbffr

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

A leading financial services firm in Fort Lauderdale is seeking a Private Banker to provide exceptional service to clients. The candidate will advise families on wealth management, utilize knowledge of investments and financial concepts, and develop strong client relationships. With at least six years of experience in Private Banking or Financial Services required, this role offers the opportunity to connect clients across all business lines, ensuring a holistic approach to financial solutions. #J-18808-Ljbffr

Are you a driven Success Manager? Are you interested in an opportunity to empower educators to improve student outcomes for an EdTech company that's leading the way in the future of teaching and learning? Amira Learning accelerates literacy outcomes by delivering the latest reading and neuroscience with AI. Trusted by more than 4,000 districts and numerous state education agencies, Amira is helping 4 million students worldwide become motivated and masterful readers. They seek a Success Manager in Southern Florida to ensure the flawless onboarding and drive the deep, sustained product adoption of Amira across all user levels within assigned school districts. The Success Manager's primary goal is to translate product features into pedagogical value, empowering educators to improve student outcomes. Major Responsibilities Onboarding & Project Management: Lead and project manage all aspects of new school and district implementations, from technical setup to user training, ensuring a timely and successful launch. Training & Professional Development: Design and deliver high-quality, engaging training and professional development sessions for teachers, coaches, and school administrators (both virtual and on-site). Adoption & Usage Analysis: Proactively monitor product usage data to identify trends, celebrate successes, and address adoption risks. Develop and execute data-driven intervention plans for at-risk users or schools. Relationship Building: Build strong, collaborative relationships with mid-level district and school-based contacts, including Curriculum Directors, Principals, Instructional Coaches, and teacher leaders. Best Practice Consultation: Serve as a pedagogical expert on the Amira platform, consulting with schools on best practices for integrating Amira into their existing curriculum and instructional routines. Product Expertise & Feedback: Distill the reasons why the product is working well and why it is failing to deliver value. Convey this information back to R&D in an actionable form. Risk Mitigation: Mine for and mitigate customer concerns or issues in a creative, proactive, and relentless way. Preferred Qualifications: 3+ years of experience in customer success, implementation, professional development, or a former K-12 educator role (e.g., Instructional Coach, Principal, etc.) Experience implementing software solutions, preferably in the Education SaaS industry. Experience delivering professional development or training to adults. Strong project management and organizational skills. Ability to analyze data to derive actionable insights. Excellent communication and presentation skills. Deep empathy for the challenges and goals of educators. 50% travel. Experience in education administration and/or a start-up organization a plus. Amira Learning accelerates literacy outcomes by delivering the latest reading and neuroscience with AI. As the leader in third-generation edtech, Amira listens to students read out loud, assesses mastery, helps teachers supplement instruction and delivers 1:1 tutoring. Validated by independent university and SEA efficacy research, Amira is the only AI literacy platform proven to achieve gains surpassing 1:1 human tutoring, consistently delivering effect sizes over 0.4. Rooted in over thirty years of research, Amira is the first, foremost, and only proven Intelligent Assistant for teachers and AI Reading Tutor for students. The Renaissance Network - Building World-Class Teams to Impact Education We process certain personal information about you for our legitimate business interests to identify and contact suitable individuals about opportunities that may be relevant to them. Details are set out in our Privacy Policy, including how to opt-out (ren-network.com/privacy-policy). The Renaissance Network (TRN) is an equal opportunity employer. TRN complies with all applicable federal, state, and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, citizenship status, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.

A luxury fashion brand is seeking a Boutique Director in Coral Gables, Florida. The chosen candidate will lead the boutique team, drive client service excellence, and achieve business targets. Candidates should have a strong background in team management and a passion for creating an exceptional client experience. This role requires at least 7 years of experience and offers a competitive salary including various benefits. #J-18808-Ljbffr

Lighthouse Point, Florida **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 (*************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 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. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. **Responsibilities:** + Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities + Assists, educates, and trains clients on conducting simple transactions through self-service technologies + Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy + Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping + Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements **Required Qualifications:** + Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment + In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months + Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client + Collaborates effectively to get things done, building and nurturing strong relationships + Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives + Confident in identifying solutions for helping new and existing clients based on their needs + Strong written and verbal communications skills + Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) + Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances + Applies strong critical thinking and problem-solving skills to meet clients' needs + Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously + Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) + Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance + Portuguese Language Required **Desired Qualifications:** + Associate's Degree or Bachelor's Degree in business, finance or a related field + Experience working in a financial center where goals were met or exceeded + Retail and/or sales experience in a salary plus incentive environment + Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded + Experience with financial information, spreadsheets and financial skills + Knowledge of banking products and services + Strong computer skills including Microsoft applications and previous experience utilizing laptop technology **Skills:** + Active Listening + Business Acumen + Customer and Client Focus + Oral Communications + Problem Solving + Account Management + Client Experience Branding + Client Management + Client Solutions Advisory + Relationship Building + Business Development + Pipeline Management + Prospecting + Referral Identification + Referral Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **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.

Finance Control Senior Manager Region LATAM Led by Rodolphe Saadé, the CMA CGM Group, a global leader in shipping and logistics, serves more than 420 ports around the world on five continents. With its subsidiary CEVA Logistics, a world leader in logistics, and its air freight division CMA CGM AIR CARGO, the CMA CGM Group is continually innovating to offer its customers a complete and increasingly efficient range of new shipping, land, air and logistics solutions. Committed to the energy transition in shipping, and a pioneer in the use of alternative fuels, the CMA CGM Group has set a target to become Net Zero Carbon by 2050.Through the CMA CGM Foundation, the Group acts in humanitarian crises that require an emergency response by mobilizing the Group's shipping and logistics expertise to bring humanitarian supplies around the world. Present in 160 countries through its network of more than 400 offices and 750 warehouses, the Group employs more than 155,000 people worldwide, including 4,000 in Marseilles where its head office is located. Summary: The Regional Financial control is the entry point for all projects and issues involving directly or indirectly Finance/Accounting. He/she ensures the delivery and the quality of the financial statements and processes in line with group internal control rules and compliance. In a context of transformation of the Group Financial Control, you have the responsibility of implementing the function in LATAM. You report to the Regional CFO with a functional link to the Financial Control Head in Marseilles. Responsible for Consistently monitor cost-effectiveness, optimize operational efficiency, and challenge performance to enhance overall profitability. Monitor the project initiatives in the region: development, restructuring, funding, IT projects, transformation. Liaise with Head of Credit Management, Cost Control, Treasury, Tax and D&D Heads in the region to ensure that responsibilities maintained locally are performed efficiently. Provide a monthly review of the main balance sheet aggregates, PL and cash flow statement and summarize the main risks (tax, forex, other non-recurring events). Attend monthly closing meeting on Financial Statements package: arbitration, sign off and follow up of issues identified during package review. Manage the external audit and ensure that audit reports are issued in line with group and/or local requirements. Point of contact for any legal corporate request such as account approvals, dividend distribution, capital restructuration. Compliance Control on a yearly basis that key controls defined by Group Internal Control are implemented and efficient and ensure corrective actions are implemented in case of deficiency identified. Follow up internal audit recommendation and ensure any deficiency identified is handled locally. Finance organization in the region Implement in the local organizations the target operating model and ensure that all organization in the region are in line with group objectives. Responsible for the efficiency of the finance team in the network, appointing the local finance head in coordination with the local General Managers. Organize, on a regular basis, communications to all local heads of finance to ensure proper share of Finance Group initiatives and news (group priorities, status on key finance projects, share of best practices, group performances…) People Management In coordination with the Group Financial Control, recruit/train/develop financial controllers to realize the missions listed above. Scope of activities Shipping agencies (+30), Regional Carrier (1), Depots (6). Skills, knowledge and abilities required Analytical skills: Ability to gather, analyze and diverse information skillfully. Problem Solving: Ability to solve practical problems and to deal with a variety of concrete variables to provide efficient solutions for all problems faced. Interpersonal skills: Ability to show team spirit in work and to exhibit sound and accurate judgment if needed. Managing Performance: Ability to organize and prioritize work activities, develop realistic action plans and statements and demonstrate accuracy and thoroughness. Dependability & Adaptability: Ability to complete tasks on time or notify appropriate person with an alternate plan, to deal with frequent change, delays, or unexpected events. Communication: ability to speak clearly and write proper understandable English, in positive or negative situation and to write documents and reports to communicate it to departments / management. Planning and Organizing: ability to plan and organize the work to reach objectives in a timely manner. Professionalism: Ability to work with integrity and ethically and to cooperate with superiors and subordinates. Patient, curious, rigorous, eager to learn, and to perform. Post Graduate degree (5/6 years) in Finance and ideally have a 5-year experience in external audit followed by an experience in Financial Control of at least 3 years. Proven Team Management Experience. Transversal contact with different departments in HO and RO, thus good social skills will be an asset in performing your mission. Good knowledge of written and spoken English and Spanish. Strong grasp of Microsoft Office programs like Word, Excel and PowerPoint. #J-18808-Ljbffr

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

Selling Service Manager - Commercial Roofing Fort Lauderdale, FL $100,000 - $150,000 + Quarterly Bonus (Up to $25,000) Launch a New Roofing Division and Fast-Track to National Leadership! This role's purpose is to build a brand-new commercial roofing division within a $550M national commercial services contractor, offering a rare opportunity for service-first sellers to take full ownership, drive results, and earn significant upside. You will work directly with the CEO, a seasoned and highly respected leader in the commercial roofing industry, serving as his right-hand to scale the division from $0 to $300M. With an entrepreneurial mandate, the role builds a regional roofing business from the ground up with full executive support, focusing exclusively on commercial service, maintenance, and re-roofing. The position also leverages cross-sell opportunities across a portfolio of 20,000 existing buildings, creating immediate traction while shaping the future of a fast-growing division. Over time, you will have a clear career path to advance into leadership of national operations and beyond. Benefits Up to $25K quarterly bonus Uncapped upside tied to regional growth Direct access to leadership and hands-on development PE-backed platform with proven hyper-growth and mature systems Career path to VP level in a new, fast-growing commercial roofing division Your Role Sell and close service, maintenance, and re-roofing work Build and lead a regional commercial roofing service operation Recruit, scale, and manage roofing service crews as volume grows Develop new business while leveraging inbound and cross-sell leads Transition from primarily selling to full operational leadership over time Company Overview A PE-backed specialty contractor with a 50-year history of delivering commercial building services nationwide, including waterproofing, facade restoration, window cleaning, and safety systems. With a workforce of 3,000 employees, the company combines local expertise with a national footprint, serving thousands of commercial properties. They are launching a brand-new commercial roofing division, representing a major growth initiative. This division offers entrepreneurial leaders the rare opportunity to build a regional roofing business from the ground up, leveraging the company's proven infrastructure, support systems, and cross-selling potential to create a multi-million-dollar platform. Key Requirements Hunter mindset with comfort building in an unstructured environment Strong background in commercial roofing service and maintenance Proven ability to generate and close service-based roofing work Don't hesitate and APPLY NOW. Don't have a resume? No problem, just get in touch with me directly: ***************************** / (754) - 307- 0835

**The Best Teams are Created and Maintained Here.** + The Account Manager serves as the primary point of contact for a portfolio of landscape maintenance clients, building long-term relationships that promote client satisfaction, retention, and ancillary sales. This role is responsible for overseeing field operations. **Duties and** **Responsibilities:** + Identify and pursue opportunities to sell ancillary (enhancement) services to existing clients within the portfolio + Develop accurate estimates and takeoffs for both new and existing clients as needed + Deliver timely bid proposals and designs for enhancement projects. + Generate referrals from existing client base and communicate leads to Business Developer + Build and maintain strong long-term relations with clients, focusing on all pertinent points of contact + Conduct regular site walkthroughs with clients to ensure quality and service expectations are met + Lead and facilitate the resolution of client concerns or issues + Ensure timely account renewals within the assigned client portfolio + Proactively assess and address site enhancement needs during visits + Collaborate with the Operations Manager to ensure service delivery meets or exceeds expectations + Schedule regular site visits with the Operations Manager for quality reviews and to ensure client expectations are met + Support hiring, training, and coaching of field crews for the assigned portfolio + Promote and enforce safety policies and procedures + Ensure branch financial goals are met by maintaining acceptable gross margins for both base contract work and ancillary (enhancement) services + Assist the Branch Manager in overall leadership of the branch to include participation in all relevant meetings + Maintain proper account documentation and notes in the CRM system + Monitor and maintain satisfactory accounts receivable levels + Coordinate with the Branch Administrator to keep client records and contact information current + Perform additional duties as assigned by the Branch Manager **Education and** **Experience:** + Associate's or Bachelor's degree in a business-related field, or equivalent experience in a customer-focused service industry + Minimum 3 years of experience in customer service, management, and leadership, preferably in the landscaping industry or local marketplace. + Strong written and verbal communication skills. + Demonstrated leadership and coaching abilities + Ability to foster collaboration and teamwork **Physical** **Demands/Requirements:** + Operation of a computer and other office equipment/system, such as a laptop, cell phone, and sales and operational programs/tools + Position is a combination of mobile and sedentary work; must be able to remain in a stationary position for long periods of time + Customarily and regularly spends more than half of the time working away from BrightView's places of business, walking job sites, selling and obtaining orders or contracts for BrightView's services + Ability to travel by car, train, and plane + Position needs to be able to traverse uneven grounds and walk on job sites with clients and the branch team for periods of time up to 4 hours **Work** **Environment:** + Works both indoors and outdoors; attends branch stretch and flex 3-4 days per week + Field-based position, a combination of office and customer-facing **_BrightView Landscapes, LLC is an Equal Opportunity and E-Verify Employer._** **_This job description is subject to change at any time_** **_BrightView offers a suite or health, wellness, and financial benefits to full-time team members. Benefits offerings for full-time team members include medical, dental, and vision insurance, ancillary and voluntary products, a 401k savings plan with employer contributions, and 6 to 9 company paid holidays per year. Employees may also be eligible to receive paid time off for vacation and/or sick leave, tuition reimbursement, and/or potential variable pay opportunities based on position and performance. A detailed benefits package will be provided during the interview process_** _._ _It's Not Just a Team. It's One BrightView._

Fuego is redefining dance footwear - creating sneakers built for dance, performance, and everyday life. Designed to move seamlessly from the studio to the street, our products fuse innovation, comfort, and style. Based in Miami, we're a fast-growing global brand passionate about creativity, community, and motion. About the Role: We're seeking a results-driven Sales Manager to lead wholesale and distributor sales for Fuego across the U.S. and international markets. This role blends strategy and execution - identifying and securing new retail and distribution partners, managing key accounts, and driving overall sales growth. You'll play a critical role in scaling Fuego's presence in premium and specialty retail, executing sell-in strategies, and ensuring our brand is represented with excellence across all channels. What You'll Do: Develop and execute a wholesale and distributor sales strategy to expand Fuego's footprint nationally and internationally. Identify, pitch, and onboard new retail and distributor partners that align with Fuego's brand and market positioning. Manage all aspects of key account relationships - including forecasting, pricing, terms, and sell-through performance. Collaborate with operations and logistics to ensure timely and accurate order fulfillment. Work closely with marketing and product teams to align seasonal assortments and launch plans with partner needs. Represent Fuego at trade shows, industry events, and partner meetings - domestically and abroad. Provide regular reporting, forecasts, and insights to leadership on sales performance and opportunities. What We're Looking For: 5+ years of experience in sales, wholesale, or distribution management within footwear, apparel, or consumer goods. Proven track record of growing retail and distributor partnerships nationally or internationally. Strong communication, relationship management, and presentation skills. Highly organized, self-starter with the ability to thrive in a fast-paced, entrepreneurial environment. Comfortable traveling domestically and internationally. Passion for dance, footwear, or fashion is a plus Why Fuego: Shape the wholesale and distribution growth strategy of a growing global brand. Work directly with leadership to expand Fuego's presence in premium markets. Competitive compensation package and benefits with performance-based incentives. Creative, collaborative, and entrepreneurial team culture.

Apply Now Responsible for performing various duties to support the Merit Business Funding division; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Qualifications Required: * Bachelor's degree in Finance or related field; or equivalent work experience * 2-3 Years of experience in the Merchant Cash Advance Industry * Proven and successful track record with Alternative Finance products * Existing book of business & relationships within the alternative finance industry * Ability to work in a team environment * Strong computer skills (MS Office, etc.) * High degree of attention to detail and ability to multitask * Industry relationships in the merchant cash advance market Essential functions and responsibilities: * Identify, engage and close partner agreements with independent sales organizations (ISO's) throughout the USA * Responsible for building a network of brokers in the Alternative Financing / Revenue Advance industry * Work across multiple underwriting teams, marketing an company management * Act as liaison between partners and corporate operations where credit decisions are made * Monitor dealer performance such as efficiency ratios, delinquency, losses, profitability, etc. * Increase and maintain market share levels * Attain volume plan at acceptable business levels * Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities * Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information * Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place * Communicates with management and coworkers in order to integrate goals and activities * Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc. * Other duties as assigned Success factors/job competencies: * Organizational and time management skills * Ability to work with little or no supervision * Drive and determination to generate additional new business * Excellent interpersonal and communication skills * Timely and regular attendance * Completes work in a timely manner * Actively seeks coaching Application Access: * Adobe Sign * BVS * Docusign * Process Unity * OnyxIQ Physical demands, work environment, and location: * Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. * Work environment: The noise level in this environment is minimal * Location: Various Meridian Bank locations as assigned Equal Opportunity Statement * Meridian Bank is an Equal Opportunity Employer Performance standards: * Annual review

- Consistently hit revenue targets to fuel the growth of this exciting start-up - To learn about your industry, your relevant therapeutic area, client base and competitors becoming the expert in your field - Understand our tried and tested sales process, with ongoing support from staff and training materials - Outbound calls to potential clients, focusing on driving revenue through our six key products - Advise clients on forthcoming product developments, ensuring that we are staying at the cutting edge of innovation in our field - Objection handling to support our clients in finding the perfect project - Review your own performance and meet KPIs, with support from our operations team to ensure efficiency - Once hitting target, opportunity to visit clients and represent the company at exhibitions, events and congresses (will include domestic and international travel congresses and clients) We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements - Bachelors degree in the life sciences field - 0-2 years telesales experience (Business to Business Sales) - Target/KPI driven: Confident with picking up the phone and making sales calls to Director level clients - Quick-thinking, positive and persuasive - An articulate and expressive communicator - Desire to progress your career and be the top sales person in the group - Driven to improve personal development, which will impact professional development - Desire to be an expert within the industry and have a 'Gold Medal Winning' approach to the role - Ideally operating in a publishing, healthcare or pharma industry (Desirable)

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Relationship Manager III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio. Depth & Scope: * Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line * Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions * Accountable for sales and / or delivery of solutions across business lines and segments * Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics * Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers * Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses * Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals * Executes and may direct others in complex account management processes - structures sophisticated solutions and advice * Impacts a range of sales achievement for strategic accounts * Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels * Works autonomously as the 'lead' and guides members within area of expertise * Identifies and leads problem resolution for complex requirements related issues at all levels . Education & Experience: * Undergraduate degree * 7+ years relevant experience * In-depth understanding of commercial industry, business development techniques and credit decisions * Proven business development track record, with proven ability to conceptualize and implement effective new business strategies * Extensive network of outside referral sources for new business * Excellent credit and financial analysis skills * Effective negotiation skills Customer Accountabilities: * Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources * Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions * Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management * Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval * Leads all aspects of relationship management for an assigned portfolio /segment and/or geography * Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience * Acst as a trusted advisor expected to meet the needs of customers by providing creative products / solutions * Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets * Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer * Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers * Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory * Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors * Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities * Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs * Develops community relationships and membership in civic and professional organizations, including active participation in networking events Shareholder Accountabilities: * Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth * Plans and executes business development activities, review and communicate results, and adjust tactics accordingly * Promotes and offers full suite of products, sales, services and banking capabilities * Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals * Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation * Contributes to business objectives for Operational Excellence * Supports the timely and accurate completion of business processes and procedures * Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary * Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations * Identifies, suggests and actively participates in process improvement opportunities * Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements * Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations * Ensures necessary due diligence to support the accuracy of all customer transactions / activities * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite * Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Employee/Team Accountabilities: * Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest * Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit * Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. * Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships. * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

The Private Client Relationship Manager will be responsible for managing and growing a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction, and identifying opportunities for cross-selling and up-selling within RSC Insurance Brokerage, Inc. Your Impact: * Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals. * Develop and maintain strong client relationships through proactive communication and exceptional service. * Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products. * Prepare and present insurance proposals, quotes, and renewals to clients. * Process new business, renewals, endorsements, and policy changes accurately and efficiently. * Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues. * Handle client inquiries, claims assistance, and billing questions in a timely and professional manner. * Identify opportunities to cross-sell and up-sell additional insurance products to existing clients. * Maintain accurate and organized client records within the agency management system. * Stay informed of industry trends, market changes, and carrier product offerings. * Participate in continuing education and professional development activities. Successful Candidates Will Have: * Bachelor's degree in Business, Finance, or a related field preferred. * Active Property & Casualty (P&C) insurance license required. * Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment. * Industry specific designations preferred - CAPI, CPRIA, CIC or similar * Proven track record of building and maintaining strong client relationships. * Extensive knowledge of Private Client underwriting, coverage and procedures * Excellent written and verbal communication skills. * Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite. * Ability to work independently and as part of a team in a fast-paced environment. * Strong organizational skills and attention to detail. * Customer-centric approach with a commitment to providing exceptional service. * Ability to prioritize tasks, manage multiple accounts, and meet deadlines. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Miami, FL area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Job Description The Client Relations Manager is an experienced individual contributor responsible for delivering a high-quality customer service and client support experience. This role focuses on day-to-day execution of customer service activities, accurate order processing, and proactive communication with customers, sales, and internal operations teams. The Client Relations Manager supports the development and continuous improvement of customer service processes by providing input, feedback, and recommendations, but does not have direct supervisory or people-management responsibility. The role requires a strong working knowledge of the customer base, products, pricing, and internal systems in order to support customer satisfaction, retention, and operational efficiency. This position performs a combination of customer-facing, administrative, and clerical duties, including order entry, quotations, returns, credits, and coordination of shipping and billing documentation. RESPONSIBILITIES & DUTIES Serve as a primary point of contact for customers, visitors, and Health Care Professionals regarding customer service-related inquiries. Process sales orders, quotations, returns, credits, and other shipping or billing documentation accurately and in accordance with company procedures. Gather customer information, assess needs, and provide accurate product and service information to support purchasing decisions and issue resolution. Obtain and enter customer details including billing information, purchase orders, product numbers, and specifications into the company ERP system. Create and maintain customer service inquiries, including coordination of drop-ship orders and invoice processing for direct shipments. Coordinate with customers to request, receive, and validate purchase orders and billing documentation. Support contract administration activities, including maintaining contract records and communicating approved pricing or contract changes to customers. Coordinate Return of Merchandise Authorizations (RMAs) between customers and internal operations teams. Support customer complaints, Nonconformance Reports (NCRs), Corrective and Preventive Actions (CAPAs), and adverse events by collecting required information and documenting events in accordance with the company's Quality Management System. Maintain a working knowledge of products, pricing, procedures, and policies through training, documentation, and internal communications. Provide feedback and insights to management regarding customer needs, trends, recurring issues, and opportunities for process improvement. Assist with shipping and receiving activities and other operational or administrative tasks as assigned. Perform general office and clerical duties, including answering telephones, typing, document scanning, filing, and office equipment operation. Support onboarding of new customer service team members by sharing process knowledge and best practices, as requested REQUIRED QUALIFICATIONS Experience Minimum of 3-5 years of experience in a customer service, client relations, order management, or administrative support role, preferably in a regulated, manufacturing, distribution, or medical device environment Demonstrated experience processing sales orders, quotations, returns, and customer inquiries within an ERP system. Experience working directly with customers, sales teams, and internal operations to resolve issues and support customer satisfaction. Familiarity with quality or compliance-driven environments (e.g., ISO, FDA, or similar) is preferred. Education Associate's degree in Business Administration, Communications, or a related field required; Bachelor's degree preferred. Equivalent combination of education and relevant work experience may be considered in lieu of a degree. Skills & Competencies Strong written and verbal communication skills. High attention to detail and accuracy in data entry and documentation. Proficiency in Microsoft Office applications (Word, Excel, Outlook). Ability to manage multiple tasks and priorities in a fast-paced environment. Strong customer focus with a problem-solving mindset. Ability to work independently while collaborating effectively with cross-functional teams. NOTE: All employees will be crossed trained various areas. At any point in time an employee may be asked by the manager to perform responsibilities outside the areas indicated above.

The Private Client Relationship Manager will be responsible for managing and growing a portfolio of High Net Worth personal lines insurance accounts, ensuring client satisfaction, and identifying opportunities for cross-selling and up-selling within RSC Insurance Brokerage, Inc. Your Impact: * Serve as the primary point of contact for a designated book of personal lines clients, with emphasis on high-net-worth individuals. * Develop and maintain strong client relationships through proactive communication and exceptional service. * Assess client insurance needs, recommend appropriate coverage, and provide tailored solutions for auto, home, umbrella, and other personal lines products. * Prepare and present insurance proposals, quotes, and renewals to clients. * Process new business, renewals, endorsements, and policy changes accurately and efficiently. * Collaborate with underwriters and carriers to negotiate favorable terms and resolve complex client issues. * Handle client inquiries, claims assistance, and billing questions in a timely and professional manner. * Identify opportunities to cross-sell and up-sell additional insurance products to existing clients. * Maintain accurate and organized client records within the agency management system. * Stay informed of industry trends, market changes, and carrier product offerings. * Participate in continuing education and professional development activities. Successful Candidates Will Have: * Bachelor's degree in Business, Finance, or a related field preferred. * Active Property & Casualty (P&C) insurance license required. * Minimum of 5 years of experience as a Private Client Account Manager or similar role within a personal lines insurance environment. * Industry specific designations preferred - CAPI, CPRIA, CIC or similar * Proven track record of building and maintaining strong client relationships. * Extensive knowledge of Private Client underwriting, coverage and procedures * Excellent written and verbal communication skills. * Proficiency in agency management systems (e.g., Applied Epic, AMS360) and Microsoft Office Suite. * Ability to work independently and as part of a team in a fast-paced environment. * Strong organizational skills and attention to detail. * Customer-centric approach with a commitment to providing exceptional service. * Ability to prioritize tasks, manage multiple accounts, and meet deadlines. Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 200 offices and more than 5,300 employees as part of the Accession Risk Management Group family of companies. Industry recognition includes being certified a Great Place to Work in 2023 and on the Inc. 5000 list as one of America's fastest growing private companies. Risk Strategies is committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues. Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: ******************************** Personal information submitted by California applicants in response to a job posting is subject to Risk Strategies' California Job Applicant Privacy Notice.

About Us Captura Hall is a forward-thinking organization dedicated to delivering exceptional communication, branding, and client-focused solutions. We combine creativity with strategic insight to help our partners communicate with clarity, purpose, and impact. Our team thrives on innovation, precision, and a commitment to excellence-ensuring every project reflects the highest professional standards. Job Description We are looking for a motivated and detail-oriented Client Relationship Manager to join our team in Miami, FL. This role is essential in nurturing our client relationships, understanding their needs, and ensuring they receive outstanding service at every step. The ideal candidate is someone who communicates with clarity, manages priorities effectively, and contributes to building strong, lasting partnerships. Responsibilities Serve as a primary point of contact for clients, ensuring timely and attentive communication. Develop and maintain long-term client relationships through consistent follow-up and support. Identify client needs and collaborate with internal teams to provide effective solutions. Manage client accounts, track progress, and ensure all deliverables align with expectations. Prepare and present reports, updates, and insights to support decision-making. Proactively address concerns, resolve issues, and maintain a high level of client satisfaction. Support continuous improvement by gathering feedback and identifying opportunities for refinement. Qualifications Qualifications Strong communication and interpersonal skills. Excellent organizational and time-management abilities. Ability to understand client needs and propose tailored solutions. Professional demeanor and a commitment to delivering high-quality service. Problem-solving mindset with a focus on collaboration and client success. Ability to work independently and handle multiple priorities effectively. Additional Information Benefits Competitive salary ranging from $57,000 to $63,000 per year. Opportunities for growth and long-term career development. Supportive, professional, and collaborative work environment. Skill-building and training opportunities to enhance your career. Full-time position with stable, rewarding responsibilities.