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Relationship manager jobs in Des Moines, IA - 384 jobs

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  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Saint Charles, IA

    Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017
    $41k-47k yearly est. 6d ago
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  • Diagnostic Imaging Account Manager

    Ascend Imaging

    Relationship manager job in Des Moines, IA

    Diagnostic Imaging Account Manager - Ascend Imaging Territory: Iowa (residence within territory preferred) Join Ascend Imaging and play a key role in advancing diagnostic imaging. Ascend Imaging is the exclusive representative for Philips Healthcare's Diagnostic Imaging business, and we are seeking a driven, relationship-focused Account Manager to own and grow our Iowa territory. This role represents Philips' advanced MR, CT, and DXR (X-Ray) portfolio, working directly with hospitals, health systems, and outpatient imaging providers. Why Choose Ascend Imaging? Sell for an Industry Leader: Represent Philips Healthcare, a global innovator in diagnostic imaging and healthcare technology. True Territory Ownership: Operate as the primary point of accountability for your region with strong internal support. Competitive Compensation Competitive base salary Uncapped commission structure Comprehensive benefits package Collaborative Culture: Direct access to leadership, strong operational support, and a team that values execution and integrity. Key Responsibilities Drive Capital Sales: Develop and execute territory strategies to achieve MR, CT, and DXR revenue targets. Own Customer Relationships: Build long-term partnerships with radiologists, administrators, C-suite executives, and clinical stakeholders. Manage Complex Sales Cycles: Navigate multi-stakeholder capital purchasing processes from early discovery through contract and installation. Market & Opportunity Analysis: Track competitive activity, pipeline health, and market trends to identify growth opportunities. Solution Expertise: Serve as a trusted advisor on Philips imaging solutions, aligning technology with clinical and operational goals. Qualifications Medical Device Sales Experience: 1-5+ years in medical device or healthcare capital sales. Capital Equipment Background: Demonstrated success selling high-value, complex solutions. Imaging Experience (Preferred): Familiarity with radiology workflows, imaging modalities, or hospital purchasing processes. Relationship-Driven: Strong communication skills with the ability to build trust across clinical and executive audiences. Self-Motivated & Results-Oriented: Comfortable working autonomously while collaborating with internal teams. Travel: Ability to travel extensively within the territory What Success Looks Like Build a strong, qualified pipeline within the first 6 months Establish Ascend as a trusted imaging partner across key accounts Consistently achieve or exceed annual territory targets Develop long-term customer relationships that drive repeat and expanded business Ready to Make an Impact? If you're looking to sell meaningful technology, own your territory, and grow with a forward-thinking imaging organization, we'd love to hear from you.
    $42k-71k yearly est. 5d ago
  • Client Partner, Real-World Evidence

    Datavant

    Relationship manager job in Des Moines, IA

    Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Objective of the Role** The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. **Responsibilities of the Role** + **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development. + **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions. + **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services. + **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development. + **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance). + **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem. + **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities. + **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support. **Qualifications of the Role** + **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions. + **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization. + **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients. + **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders. + **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership. + **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth. + **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential. + **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment. + **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $136,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .
    $136k-170k yearly 19d ago
  • Sales Relationship Manager

    Financial Integrators

    Relationship manager job in Des Moines, IA

    The Sales Relationship Manager (SRM), manages a group of agents (called Book of Business) in order to drive sales production. The SRM also is responsible for growing his/her book of business through recruiting additional agents, developing existing agents and opening additional market opportunities. The SRM works one on one with agents on active cases, reviewing books of business and developing sales skills. Key Responsibilities: Relationship building: In order to be successful, the SRM must continuously grow and nurture relationships with their Book of Business. Recruiting: The SRM will be responsible for recruiting additional agents in order to grow his/her book of business. Case design and support: The SRM will use software, illustrations and other means to help their agents prepare for client appointments, sales meetings and training workshops. Market communication: The SRM will provide product, rate and other market updates to their agents in a timely manner. This communication may be via email, webinar, phone calls or other means. Ongoing training and education: The SRM should provide ongoing training and education for agents in order to continue their development and sales skills. Operational support: When needed, the SRM may provide operational support for the agent or the agent's office through case follow-up, assistance with applications, licensing and contracting needs or other operational matters Travel requirements:1-2 times/quarter Requirements College degree in business, finance, communications or similar field 5 years of experience in the financial services industry 2 years of prior wholesaling or relationship management 2 years experience in customer service Excellent interpersonal skills and effective communication Public speaking In-depth knowledge of insurance products Proficient selling skills Physical Requirements Standing or sitting for extended periods of time in an office environment Working on a computer for extended periods of time Lifting up to 15 pounds
    $61k-88k yearly est. 5d ago
  • Associate Client Relationship Manager

    Workiva 4.7company rating

    Relationship manager job in Ames, IA

    Availability required between 8:00 a.m. and 5:00 p.m. Central Time. The Associate Client Relationship Manager serves as a customer contact for Workiva Managed Services and is responsible for customer activities from onboarding to support and project delivery. This role identifies how Workiva features meet customer needs in project engagements, while actively managing document requests and product inquiries. The Associate Client Relationship Manager is responsible for providing accurate, timely delivery of customer requests and delivering an exceptional customer service experience. What You'll Do Serve as a customer contact for Workiva products and services, supporting clients via phone, email, and in-app communication Execute onboarding project plans and coordinate the filing process for Capital Markets customers Ensure the accuracy of documents through a review of work completed and deliver high-quality service and support throughout the project lifecycle Resolve moderate customer issues and escalate more complex issues while remaining accountable to customers Train customers on how to use the Workiva platform to achieve their goals and obtain feedback for relevant internal stakeholders, such as the sales, marketing, and product teams 24/7 dedication to the Working Group (counsel, bankers, auditors, etc.) throughout the completion of the project, and partner with other Workiva teams on initiatives that address customer needs Complete routine service requests, including importing documents supplied by Working Groups, applying correct formulas, formatting, and styles, and creating/linking source financial data in Workiva Spreadsheets What You'll Need Minimum Qualifications Undergraduate Degree or equivalent combination of education and experience in a related field 1+ years of related experience in Customer Service, Account Management, or Project Management (blended requirement) Preferred Qualifications Experience in the accounting/finance industry and familiarity with Capital Markets processes and filings Competency in using the Workiva platform, Google Drive (G Suite), and Microsoft Office (Word, Excel, PowerPoint) Proven professionalism in verbal and written communication, with the ability to influence others and deliver consultative recommendations Self-motivated with a strong propensity for action and results, capable of working in a high-energy, rapidly changing environment Strong organizational skills to meet established timelines, manage multiple processes simultaneously, and work under pressure with keen attention to detail Travel Requirement & Working Conditions Up to 15% Reliable internet access for any period of time working remotely, not in a Workiva office. How You'll Be Rewarded ✅ Salary range in the US: $47,000.00 - $76,000.00 ✅ A discretionary bonus typically paid annually ✅ Restricted Stock Units granted at time of hire ✅ 401(k) match and comprehensive employee benefits package The salary range represents the low and high end of the salary range for this job in the US. Minimums and maximums may vary based on location. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience and other relevant factors. Employment decisions are made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other protected characteristic. Workiva is committed to working with and providing reasonable accommodations to applicants with disabilities. To request assistance with the application process, please email *****************************. Workiva employees are required to undergo comprehensive security and privacy training tailored to their roles, ensuring adherence to company policies and regulatory standards. Workiva supports employees in working where they work best - either from an office or remotely from any location within their country of employment. #LI-MJ1
    $47k-76k yearly Auto-Apply 5d ago
  • Client Success Manager

    Norstella

    Relationship manager job in Des Moines, IA

    **About MMIT:** Why MMIT? At MMIT, we simplify the complexities of healthcare to smooth access to life saving therapies. Our collective teams achieve this through prioritizing cultivating industry leading data coupled with cutting edge technology to solve some of healthcare's most complex challenges. MMIT is regarded as a trusted go-to-market partner that identifies barriers to patient access and helps coordinate major stakeholders to move therapies from pipeline to prescription-answering the "what" of how payers cover therapies and the "why" behind those decisions. MMIT's product portfolio has been built by listening to our clients, and with expert teams of pharmacists, clinicians, data specialists and market researchers who provide foresight, clarity and confidence. In 2022, MMIT joined forces with other market-leading pharmaceutical-solutions providers-Evaluate, Citeline, PanalgoandThe Dedham Group-to launch Norstella, which aims to deliver must-have answers for critical strategic and commercial decision-making along the entire drug development journey. **The Role:** MMIT's Client Success team has the overall responsibility for the retention and growth of MMIT's Market Access customers. This position will partner directly with clients to advance our joint mission to smooth patient access to therapies, by ensuring successful deployment, adoption, and utilization of MMIT's products and services. The CSM is directly responsible for driving client outcomes and building long-term relationships that result in positive retention and growth of their assigned client segment. **Responsibilities:** Retention & Growth + Maintain positive net revenue retention across named clients in their assigned client segment. + Partner closely with Commercial partners (Sellers, Strategic Account Management, Business Development) on whitespace strategy and leverage existing relationships to generate leads and nurture opportunities. + Earn reference status in >80% of MMIT clients. Optimize Client Use Cases + Responsible for understanding client priorities, use cases, definition of success, and actions required to accelerate time to value. + Build and manage day-to-day relationships with all client stakeholders (decision makers, influencers, end users, etc.) across multiple brands and Market Access functions (Insights & Analytics, Payer Marketing, Field Teams, Contracting/Rebating, etc.). CSMs are the face of MMIT and are responsible for ensuring these stakeholders understand who we are, what we do, and how we are evolving as an organization. These relationships are continuously evolving as our clients adopt new use cases across various teams, and as stakeholders transition in and out of roles. + Meet regularly with clients to build relationships, review use cases and recent Market Access updates, review open projects and training plans, discuss open questions/needs/support. Provide client education, training, and strategic guidance on how to leverage MMIT's data and platforms to achieve priority use cases. + Perform regular Partnership Reviews to ensure ongoing alignment on customer business/brand strategy and reflect on our partnership. Key objectives include - brand strategy and pipeline updates, key personas and use cases, recent engagement and strategic initiatives, feedback on partnership, upcoming engagement to drive outcomes. Account Health & Advocacy of Client + Actively review a variety of leading indicators of account health to determine risk, and are accountable for defining, implementing, and leading risk mitigation plans. + Serve as an advocate and quarterback, representing the voice of the client, when partnering with internal teams (Client Services, Data Operations, Product Management, etc.). + Act as the internal and external escalation point of contact for any known or emerging client issues. + And other duties as assigned **Qualifications:** + Bachelor's degree in marketing/business or related discipline. + 5+ years' experience in account management and/or leading client relationships. Mastered client management best practices & principles. + Market Access domain expertise (deep understanding of current and future payer trends; intimate knowledge of Payer, PBM, and IDN organization structures and offerings; understands nuances of channels, benefit designs, site of care; understands and appreciates contracting strategies pharmaceutical companies deploy to obtain favorable access). + Understanding of common brand strategies to optimize patient access to therapies. + Able to lead multiple strategic engagements at once while representing the voice of the client internally - aligns and leverages internal resources in support of client needs or issues. + Able to orchestrate, lead and influence stakeholders to drive decisions collaboratively, resolving conflict and ensuring follow through with exceptional verbal and written communications. + Superior analytical, quantitative, and conceptual thinking skills and strong interpersonal and communication skills. + High level of empathy with a strong agility to learn and adapt, growth mindset. + Demonstrated desire for continuous learning and improvement. + Enthusiastic and creative thinker with the ability to inspire others. **Our Guiding Principles for success at Norstella:** 01: Bold, Passionate, and Mission-First 02: Integrity, Truth, and Reality 03: Kindness, Empathy, and Grace 04: Resilience, Mettle, and Perseverance 05: Humility, Gratitude, and Learning **Benefits:** + Medical and Prescription Drug Benefits + Health Savings Accounts (HSA) or Flexible Spending Accounts (FSA) + Dental & Vision Benefits + Basic Life and AD&D Benefits + 401k Retirement Plan with Company Match + Company Paid Short & Long-Term Disability + Paid Parental Leave + Paid Time Off & Company Holidays _The expected base salary for this position ranges from $120,000 to $150,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates are eligible to receive a discretionary bonus._ _Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law._ _Sometimes the best opportunities are hidden by self-doubt. We disqualify ourselves before we have the opportunity to be considered. Regardless of where you came from, how you identify, or the path that led you here- you are welcome. If you read this job description and feel passion and excitement, we're just as excited about you._ _All legitimate roles with Norstella will be posted on Norstella's job board which is located at norstella.com/careers. If a role is not posted on this job board, a candidate should assume the role is not a legitimate role with Norstella. Norstella is not responsible for an application that may be submitted by or through a third-party and candidates should proceed with extreme caution if a third-party approaches them about an open role with Norstella. Norstella will never ask for anything of value or any type of payment during or as part of any recruitment, interview, or pre-hire onboarding process. If you are aware of or have reason to believe a job posting purportedly for a role with Norstella is fraudulent or otherwise not authorized by Norstella, please contact the Company using the following email address:_ _[email protected]_ _._ Norstella is an equal opportunity employer. All job applicants will receive equal treatment regardless of race, creed, color, religion, alienage or national origin, ancestry, citizenship status, age, physical or mental disability or handicap, medical condition, sex (including pregnancy and pregnancy-related conditions), marital or domestic partner status, military or veteran status, gender, gender identity or expression, sexual orientation, genetic information, reproductive health decision making, or any other protected characteristic as established by federal, state, or local law.
    $120k-150k yearly 7d ago
  • Relationship Manager

    Gilbert & Cook 4.3company rating

    Relationship manager job in West Des Moines, IA

    Are you looking to work in a growing company that can provide internal growth potential? Do you have a high standard for helping people and find fulfillment in creating and cultivating genuine relationships? We are seeking an experienced Relationship Manager to join a well established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The Relationship Manager position must combine their expertise in problem solving and communication with the ability to be detailed, organized, and motivated in their work. If you share our passion and high standards for delivering a unique experience and the ability to provide clarity and instill confidence to our clients, this position may be perfect for you. Our ideal Gilbert & Cook team member demonstrates the following core values: In Service to Others- An aspiration to make a positive difference in the lives of the individuals and families that we serve. Provides and inspires prosperity and an excess of what it is that our clients value. Exemplifies Professionalism- Our clients know us by our actions - the way we show care in our service and sincerity in our approach to doing the right thing. Listens Generously- Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own. Provides Clarity through Collaboration- Working together towards the common goal, bringing clarity to complex situations. Consistently on a Quest to Grow and Improve- A desire to use innovation and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work. Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience. About the Company Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance . We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life's milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you. You could be successful at Gilbert & Cook if you have: Candidate Requirements 2 years of proven experience in the financial services realm (financial adviser, controller, planner, specialist, banker, accountant, or related experience) Strong communication and presentation skills Strong time management and organizational skills - ability to handle multiple responsibilities and take initiative in a high-volume work environment. Accuracy, attention to detail, and the ability to explain complex information clearly and simply Excellent PC knowledge and ability to operate database systems Capability and desire to demonstrate the Gilbert & Cook Core Values Preferred: Bachelor's degree, CFP certification or interest in obtaining certification Role Responsibilities Support Advisor in delivering service to clients through meeting material preparation, meeting attendance, post-meeting action item execution and day-to-day administration Enhance client experience by building and maintaining strong client relationships Actively participate in a collaborative team designed to serve the client Prepare and execute administrative responsibilities and organization of files and paperwork for client meetings, including implementation follow-up Participate in client meetings and responsible for documentation of decisions and action item assignments Communicate with clients for administrative inquiries and needs as they arise Accurate and efficient processing of client account transactions Investment account and insurance paperwork preparation including follow-up and confirmation of implementation Comply with all industry rules and regulations Provide a holistic approach to client management Proactively helps to resolve issues or concerns
    $68k-98k yearly est. 60d+ ago
  • Relationship Manager

    Iowa Bankers

    Relationship manager job in Johnston, IA

    The Relationship Manager serves as the external liaison between IBMC and user banks by performing the following duties. Represent IBMC as a part of the relationship team under direct supervision of the Business Development Manager. Serving as a liaison for both new and existing bank partners across the eleven states currently being served but primarily focusing on Eastern Iowa, Missouri, Illinois and Wisconsin bank partners. Identify, address and resolve bank partner questions, issues or concerns promptly and effectively. Attend conventions, regional meetings and/or training events as necessary. Collaborate cross-functionally within IBMC to support bank partners as needed. Participate in development and execution of marketing campaigns and material. Requirements Required Education: High school diploma or general education degree (GED) Required Work Experience: Five to seven years mortgage processing/underwriting/originating and closing experience and/or training; or equivalent combination of education and experience. Community Bank experience, either within a bank or working with community banks Technology Skills: PPT, Word, Excel Required Skills or traits for the position: Ability to understand the entire mortgage process including secondary market guidelines. Understanding of how IBMC fits into the fold of a community bank and the capability to interface with both executive and entry level bank partners. Excellent at engaging with others, selling, communicating, and presenting. Flexibility to travel out of state and overnight multiple times per month. Specialized Training/Certifications: NMLS number - within six months of employment.
    $61k-88k yearly est. 46d ago
  • Client Manager (Transportation and Logistics Insurance)

    Epic Brokers 4.5company rating

    Relationship manager job in Clive, IA

    Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! LOCATION: Clive/Des Moine remote. 1 x a month Travel to Chicago office. WHAT YOU'LL DO: A detailed list of job duties includes (but is not limited to): 3+ years Insurance Client Management, logistics industry preferred. Client Relationship Management: Serve as the primary point of contact for clients, fostering strong relationships and ensuring satisfaction. Policy Renewals & Negotiations: Handle client renewals, market policies, and negotiate pricing and conditions with underwriters to secure optimal coverage. Cross-Selling & Business Development: Identify opportunities to cross-sell additional insurance products and expand business within existing accounts. Marketing Coordination: Collaborate with the marketing team to develop and distribute promotional materials that enhance client engagement. Operational Collaboration: Work closely with the operations team to streamline processes and ensure seamless service delivery. COMPENSATION: The national average salary for this role is $85,000.00 - $95,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-TM1
    $85k-95k yearly Auto-Apply 34d ago
  • Client Manager - US Large Market

    American Express 4.8company rating

    Relationship manager job in Des Moines, IA

    At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. **Job Responsibilities:** + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. **Qualifications:** + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. + Proven relationship management skills demonstrating a comfort level and effectiveness in seeking out and establishing relationships at C-levels and within cross-functional areas within Fortune 500 companies + Demonstrate effective oral and written presentation and communication skills, with the ability to influence internal and external partners. + Ability to gain in-depth understanding of client needs, to develop and execute a client-focused account plan with limited support and guidance. + Ability to effectively present products, technical solutions, and financials to clients in a strategic manner. + Must be able to work in a virtual environment + Ability to effectively influence and manage change and display solid leadership skills. + Sells with integrity, in alignment with compliance and internal partner business requirements. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023645
    $89.3k-150.3k yearly 5d ago
  • Sr. Client Experience Manager

    Lightedge Solutions 3.3company rating

    Relationship manager job in Des Moines, IA

    LightEdge Solutions is developing the IT solutions that will propel businesses forward over the next 10 years. Using a combination of shared and private/dedicated platforms, LightEdge has been successful in offering businesses alternatives that streamline operations, improve reliability and reduce costs.If you are passionate about creating real solutions that help businesses with cutting-edge technology, want to be challenged to think out of the box and be in a position where you can impact change on a daily basis, then LightEdge can offer you a dynamic corporate environment built on teamwork and personal responsibility. The Sr. Client Experience Manager will serve as an advocate for LightEdge clients to oversee the strategy, planning, and execution of the overall client experience. Each (Sr. CEM) will work closely with the direct sales team and their client base to build strategic plans, maintain client retention rate, and identify growth opportunities. The Sr. CEM will need a thorough understanding of LightEdge processes and client services.Ideal candidates will have excellent strategic thinking and foresight, preparation, interpersonal, technological, written, and verbal communication skills, a service-oriented attitude, and be ready to assist in any and all client needs. Each Sr. CEM will be responsible for maintaining and strengthening relationships with a large group of assigned client accounts and will focus on providing an overall great customer service experience. Our most successful team members are highly organized, individually driven, and an all-around team player. Responsibilities Ability to understand business objectives, anticipate client's future needs, and align engagements accordingly. Responsible for predicting churn, both erosion and defection on a monthly and quarterly basis for assigned account base. In addition, will collaborate with other teams and leadership on save plans per account. Adept at interpreting and leveraging data insights to enhance customer experience. Visualize the end-user experience and work backwards to determine engagement needs Collaborate with other business units on all client requests pertaining to support tickets, contract questions, product requests, billing inquiries and more. Identify strategic growth opportunities within client accounts and pass leads to the sales. Document client account reviews in the Salesforce database and communicate action items to all relevant team members. Engage client accounts at multiple levels and serve as the go-to person for all things LightEdge. Work closely with customers to proactively manage renewals. Own and process all low dollar adds and changes to client subscriptions. Provide client feedback to the product team, including feature requests and satisfaction Other duties as assigned. Requirements 2+ years experience ideally in a technical sales capacity Bachelor's Degree or equivalent experience Willingness to travel occasionally based on customer and business need Exceptional customer service experience Excellent analytical skills & problem-solving skills, combined with the ability to provide quick resolution to problems. With over 20 years in business, LightEdge offers a full stack of best-in-class IT services delivering flexibility, security, and control. Our solutions include premier colocation across seven purpose-built data centers spanning Des Moines, IA, Kansas City, MO, Omaha, NE, Austin, TX, and Raleigh, NC, industry-leading private Infrastructure as a Service (IaaS) and cloud platforms, and the top global security and compliance measures. Our owned and operated facilities, integrated DR solutions, and premium compliant cloud choices make up a true Hybrid Cloud Solution Center. LightEdge annually undergoes third-party audits for ISO 20000-1, ISO 27001, HIPAA, PCI-DSS 3.2, and SSAE 18 SOC 1 Type II, SOC 2 Type II and SOC 3.
    $60k-92k yearly est. Auto-Apply 60d+ ago
  • Relationship Manager Senior CB

    City National Bank 4.9company rating

    Relationship manager job in Des Moines, IA

    WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers, providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. WHAT WILL YOU DO? * Identifies develops and builds profitable relationships with prospects and customers consistent with the objectives of the bank. * Actively works with customers and develops prospects consistent with the credit culture of the bank. Is pro-actively identifying and working with customers to ensure the credit quality standards of the bank. * Develops relationships and support other CNB departments and colleagues to provided customers and prospects the solutions recommended. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. * Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in customer calling efforts. Sets objectives for each relationship in terms of revenue contribution, etc. * Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. * Negotiates transactions; prices loan products within targeted rate of return; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgement in approving transactions. Recommends approval when transaction size exceeds authority limits. Ensures the quality of all business introduced to the Bank. * Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. * Interfaces with other Bank departments as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. * Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. * Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. * Maintains awareness of competitive products, practices, rates and changes in market conditions. * Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. * May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. * Relationships in portfolio may contain numerous accounts requiring extensive operational expertise to manage workflow to match client needs, risk control and maximize cross selling potential WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 5 years of lending experience required. * Minimum 5 years of credit experience required *Additional Qualifications* * Good understanding of all products and services applicable to target client segment. * Good knowledge of commercial credit policies and procedures, and bank operations policies and procedures. * Demonstrated sales and marketing abilities. * Good credit analysis and accounting skills. * Capable of working well independently and in teams. * Has the ability to work autonomously in making sound business decisions and exercises appropriate level of authority commensurate with experience and responsibility. * Strong interpersonal, verbal, and written communication skills. * Strong demonstrated sales and marketing abilities including cross selling skills. * Superior client relationship skills. * Good understanding of commercial credit policies and procedures. * General knowledge of Bank credit products and underwriting standards required to identify credit opportunities with clients and initiate the credit transaction. * Sound credit analysis and accounting skills. * Must be able to work autonomously in making sound business decisions and exercising appropriate level of authority commensurate with experience and responsibility. * Must be capable of working well independently and in teams. * Strong interpersonal, verbal, and written communication skills. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $122,535 - $208,715 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $122.5k-208.7k yearly 60d+ ago
  • Commercial Banking Relationship Manager

    Commerce Bank 4.4company rating

    Relationship manager job in Des Moines, IA

    About Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us. Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you. Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk. Compensation Range Annual Salary: $100,100.00 - $202,400.00 (Amount based on relevant experience, skills, and competencies.) About This Job The main purpose of this job is to be involved in both the comprehensive management of existing commercial relationships as well as solicit new business opportunities with assigned customers and targeted prospects. Although it can vary by market, targeted companies generally include those with annual sales of $15MM and over. Essential Functions Reach out to assigned customers and targeted prospects with the objective to acquire new business Serve as the primary advisor for an assigned portfolio of diverse and complex commercial relationships, ensuring a high level of customer satisfaction and retention Coordinate with product partners to cross-sell a full range of products and services Critically review and analyze portfolio to reduce risk and enhance profitability Facilitate credit requests, including loan structuring, negotiating/pricing, collateral, ensuring adequate loan documentation, and analyzing industry/credit risk Facilitate the resolution of customer problems, engaging product experts as needed Participate in community and business functions/groups to ensure a positive image for the bank and to establish referral contacts within the marketplace Ensure compliance with all bank policies, procedures, regulations, and laws Manage a portfolio of commercial relationships with some or all of the following characteristics: Average loan portfolio O/S of $50MM to $100MM Average deposit portfolio of $25MM to $50MM Annual contribution of $500M to $750M Perform other duties as assigned Knowledge, Skills & Abilities Required Intermediate knowledge of full range of commercial products, credit policies, procedures and terminology Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria; ongoing employment may be contingent upon meeting all driving requirements Strong time management skills, with ability to appropriately prioritize calling activities and strategies Goal oriented with well-developed sales skills Strong strategic, analytical, and problem-solving skills Strong persuasive and negotiation skills Ability to structure more complex credit requests Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values Basic proficiency with Microsoft Word, Excel and Outlook Education & Experience Bachelor's degree in Business Administration, or equivalent combination of education and experience required 3+ years of commercial banking experience required For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report. For this position, Commerce Bank will review your motor vehicle driving record. If you express interest in and are considered for this position, you'll be asked to authorize our review of that record. **Level of role is determined by knowledge, experience, skills, abilities, and education ***For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Commercial Banking Relationship Manager II, III, and Senior job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $100,100 to $202,400 annually. This position will be eligible for additional compensation through performance-based incentive plan(s) that will correspond to meeting performance goals. The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more. Location: 1080 Jordan Creek Parkway, Des Moines, Iowa 50266 Time Type: Full time
    $67k-94k yearly est. Auto-Apply 60d+ ago
  • Business Relationship Manager I - Officer

    JPMC

    Relationship manager job in West Des Moines, IA

    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 100 - 130 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
    $63k-92k yearly est. Auto-Apply 60d+ ago
  • Mortgage Banking Officers

    Jobs for Humanity

    Relationship manager job in West Des Moines, IA

    Company DescriptionJobs for Humanity is collaborating with Upwardly Global and with Midwestone Bank to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Midwestone Bank Job Description Mortgage Banking Officer Location: West Des Moines, IA Status: Non-Exempt Type: Full-Time City: West Des Moines State: IA Benefits Package: Yes - Full Time Package Address: 9350 University Ave, Ste 138 Overview: At MidWestOne, our people are number one in everything we do. We are a community bank with a culture based on integrity and customer care. The people on our team are the foundation of our success. If you're ready to work for an organization that values you, develops your talents and helps you grow personally and professionally, then look no further. This position is responsible for the production and solicitation of a wide variety of residential real estate loans, working on a base plus commission compensation program. Reviews mortgage loan applications to determine if basic lending criteria are met. Ensures that customer needs are satisfied through effective customer service. Contributes to the Bank's profit projections through individual and department goals and strategies. Additionally, responsible for cross-sales and / or referrals of all bank products and services. Responsibilities: - Interviews applicants concerning their mortgage loan needs and desires. - Initiates the process which determines the customer's financial condition in relation to acceptable risk within Bank policy guidelines. - Submits loans and subsequent information to be processed for review and approval by residential mortgage underwriting. - Ensures the growth of the Mortgage Department through the selection and development of new accounts and the expansion of the portfolio. - Acts in an advisory capacity to other Officers, employees and customers on matters pertaining to mortgage services. - Ensures that approved loans are closed following required procedures and that the documentation is complete. - Calls on realtors and other sources of new business to increase referrals, build strategic partners and to promote the Bank and thereby enhance overall banking relationships. - Performs other duties as assigned. The Perks: - Competitive base compensation with additional performance-based incentives (incentives vary depending on role) - Career development and continuous learning opportunities - Paid Time Off, Paid Holidays, Parental/Grandparent Leave, and more - 100% vested 401(k) Retirement Plan with company match - Medical, Dental, and Vision insurance - Flex spending plan & Health savings accounts with employer contribution - Student Loan Debt Reduction Program & Tuition Assistance Plan - Employee Stock Ownership Plan - Employer provided group life insurance with option to purchase additional life insurance for you and your family members - Employer provided long term and short term disability insurance - Additional Insurance options to meet your personal needs: Critical Illness and Accident insurance - Wellness Program - Free banking services and other financial services discounts - Take Your Dog to Work Day in June - Employee Rally Day- a day of celebration and recognition! Qualifications: - Associate degree or equivalent combination of education and related work experience. - 3-5 years mortgage lending experience required. - Will be required to register with the NMLS - We RISE by lifting others. RISE stands for Retention, Innovation, Support, and Empowerment. Through RISE we aspire to create and sustain a culture of diversity, equity, inclusion and belonging at work and in our communities. Our commitment to RISE is reflected in our operating principles, people and culture. We pledge to continuously learn, so we can understand and support the differences of individuals, embrace each other's strengths, and provide opportunities for all of us to work toward and achieve our full potential.
    $57k-78k yearly est. 60d+ ago
  • Specialty Account Manager, Sunosi (Des Moines, IA)

    Axsome Therapeutics, Inc. 3.6company rating

    Relationship manager job in Des Moines, IA

    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 the assigned geography and establish relationships with customers to drive demand for Sunosi (solriamfetol) in approved patients. SUNOSI is indicated to improve wakefulness in adults with excessive daytime sleepiness due to obstructive sleep apnea or narcolepsy. 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. The Field SAM will be responsible for product performance at a territory level, be expected to be a disease category expert and a product champion, 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: * Proficiency in both virtual and live customer engagements. * Develop a comprehensive and effective territory business plan aimed at achieving and exceeding annual goals established by commercial leadership. * Promote Sunosi within 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. * Complete administrative duties in an accurate and timely fashion. * Manage efforts within assigned promotional budget. * Must be able to 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. Qualifications / Requirements * Bachelor's degree from an accredited college or university. * Minimum of 5 years of field customer experience and/or account management. * Demonstrated experience delivering outstanding results. * Minimum of 3 years Healthcare Professional experience with relevant CNS/Psychiatry experience will also meet the qualifications for this role. * Previous pharmaceutical, biotech, or medical marketing/sales experience with at least five years in specialty sales preferred. * CNS/Psychiatry experience preferred, but not required. * Launch experience strongly preferred. * 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 $110,000 - $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.
    $110k-150k yearly 54d ago
  • Commercial Banking Manager - Ag Lender

    Direct Staffing

    Relationship manager job in Pella, IA

    Commercial Bkg Rel Mgr - Ag Lender Pella Iowa - Exp 5-7 years Degree Bachelors Relo Bonus Occasional Travel Job Description Manages relationships with Corporate Banking customers. Grows revenue as directed by senior management by successfully prospecting for new business and retaining and expanding existing customer relationships. Approves loans within assigned limits, manages loan and portfolio credit quality, sources prospects and develops new customer relationships. Provides financial advice to customers and sells appropriate bank products and services to those prospects and clients. Identifies and successfully capitalizes on cross-sell opportunities and makes appropriate referrals. Additional InformationAll your information will be kept confidential according to EEO guidelines. Direct Staffing Inc
    $60k-92k yearly est. 60d+ ago
  • Multi-Specialty Account Manager - Des Moines East, IA

    Lundbeck 4.9company rating

    Relationship manager job in Des Moines, IA

    **Territory: Des Moines East** **, IA** **- Multi-Specialty** Target city for territory is Des Moines - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Des Moines, Cedar Rapids, Iowa City, and Waterloo. **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.
    $108k-125k yearly 60d+ ago
  • Senior Banker - 27th and University

    Bank of America 4.7company rating

    Relationship manager job in Des Moines, IA

    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 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
    $52k-98k yearly est. Auto-Apply 6d ago
  • Account Manager

    SMC Corporation 4.6company rating

    Relationship manager job in Des Moines, IA

    PURPOSE * The Account Manager is responsible for representing SMC in all business activities associated with current customer and distributor account support. This position also has the responsibility to create and develop new business relationships to increase market share and obtain growth. ESSENTIAL DUTIES * Retains and profitably grows sales through proactive management of top strategic accounts and SMC distributors * Presents all of SMC's capabilities, services, and products to current and prospective customers and SMC distributors * Serves as the primary contact for assigned customers and is responsible for customer satisfaction * Represents customer's needs and goals within the organization to ensure quality * Leads all aspects of the sales process, calling upon others to assist in solution development * Proactively manages customer satisfaction and service delivery by anticipating potential service problems, and monitoring satisfaction * Completes detailed SAP and forecasts as required * Maintains/creates very strong and deep-rooted relationships with key decision makers within designated strategic target accounts; recognized and respected by customer's top management team within top-rated accounts * Effectively utilize SMC tools and resources to ensure organizational consistency and efficiency * Meet or exceed target sales goals as detailed by Branch and Sales Managers * Complete market reports as new and relevant information become available * Manage SMC assets appropriately and be able to successfully calculate ROI using the RINGI process * Have passed all Pneumatic theory and other technical training required by SMC * Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional associations * Mentor, guide, and teach SMC sales philosophy, strategies, and tactics to new SMC sales professionals * Document sales calls, projects, opportunities, contacts, success reports, and activity in CRM * Complete other duties as prescribed by the Branch Manager/Sales Manager All other duties as assigned PHYSICAL DEMANDS/WORK ENVIRONMENT * Fast-paced environment (includes both office and field work) * Travel with some extended stay away from home * Physically capable of lifting SMC products and displays up to 50 lbs Varying work hours MINIMUM REQUIREMENTS * Bachelor's degree in Business, Marketing, related technical field, or equivalent experience * Minimum five (5) years of sales experience with SMC or equivalent industry sales experience * Extensive knowledge of SMC product lines * Comprehensive understanding of pneumatic components and their application * Thorough understanding of SMC policies and procedures * Detailed understanding of competitive product lines * Excellent communication, problem-solving, and leadership skills * Proficient in the use of computers and ability to learn new programs and tools as required * Clean driving record For internal use only: Sales001
    $46k-74k yearly est. 60d+ ago

Learn more about relationship manager jobs

How much does a relationship manager earn in Des Moines, IA?

The average relationship manager in Des Moines, IA earns between $51,000 and $105,000 annually. This compares to the national average relationship manager range of $56,000 to $123,000.

Average relationship manager salary in Des Moines, IA

$73,000

What are the biggest employers of Relationship Managers in Des Moines, IA?

The biggest employers of Relationship Managers in Des Moines, IA are:
  1. US Pharma Lab
  2. Gilbert
  3. Commerce Bank
  4. Financial Integrators
  5. Iowa Bankers
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