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Relationship manager jobs in District of Columbia - 260 jobs

  • Automotive Tool Sales/Route Manager - Full Training

    Mac Tools 4.0company rating

    Relationship manager job in Washington, DC

    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
    $49k-56k yearly est. 10d ago
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  • Customer Success Manager II

    Meltwater 4.3company rating

    Relationship manager job in Washington, DC

    What We're Looking For: Begin your career as a Customer Success Manager || at Meltwater, where each day is dedicated to ensuring the continued success and satisfaction of our valued customers. We're searching for driven individuals to join our team and play a pivotal role in delivering exceptional experiences. As a Customer Success Manager ||, your focus will be on driving impactful outcomes through product adoption, implementing risk mitigation strategies, and conducting user training. At Meltwater, we offer more than just a job-it's a pathway to personal and professional growth. Immerse yourself in an environment that cultivates your talents, fosters mentorship, and advocates for inclusive leadership principles. Engage with seasoned account managers and resilient leaders who are committed to supporting your journey of development. Join our team and become part of a diverse community that celebrates your unique contributions and empowers you to reach new heights. What You'll Do: Collaborate with internal stakeholders, including Renewal Managers and Account Managers, to align customer needs effectively. Provide strategic guidance and support to ensure comprehensive adoption of Meltwater solutions, maximizing value for customers. Empower clients with tools and resources to cultivate strong advocacy, enhancing billing relationships. Foster a deep understanding of customers' organizational context and objectives through close collaboration, tailoring solutions to their unique needs. Seamlessly partner with the Account Manager team to identify upselling and cross-selling opportunities, driving overall customer account growth. Proactively engage with accounts ahead of renewal dates to support renewals, mitigate risks, and address 'at-risk' accounts. Take ownership of customer account gross retention, prioritizing high levels of satisfaction and loyalty. Drive client engagement and product adoption to ensure ongoing value delivery. Conduct thorough onboarding and training sessions for new customers, facilitating seamless integration with Meltwater solutions. Gather customer feedback through executive business reviews, fostering continuous improvement and addressing evolving needs. Identify expansion opportunities and communicate them to Account Managers, contributing to the growth and success of customer accounts. What You'll Bring: A Bachelor's degree or higher is preferred for this role, empowering you to demonstrate your academic prowess and contribute effectively. Demonstrated expertise in customer success, account management, or a related field, backed by at least 3 years of hands-on experience in account management. Exceptional communication and interpersonal skills, enabling the establishment and maintenance of strong customer relationships. Results-driven mindset, dedicated to achieving customer satisfaction and fostering their success. Proactive approach in identifying and addressing customer needs and opportunities promptly. Collaborative spirit, adept at working closely with cross-functional teams to ensure seamless customer success. Excellent written and verbal communication skills in English Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 3 days a week The ability to legally work in the country of hire is required for this position. What We Offer: Flexible paid time off that allows you to have an enhanced work-life balance Excellent medical, dental, and vision options Complimentary CalmApp subscription for you and your loved ones, because mental wellness matters. Energetic work environment with a hybrid work style, providing the balance you need. Thrive within our inclusive community and seize ongoing professional development opportunities to elevate your career. Compensation Overview Base Salary of $48,000-$64,000 USD per year + quarterly commissions [subject to the terms of the applicable commission plan]. Total compensation range for this position: $80,300- $107,000 USD per year. Earnings are dependent on individual sales performance. Our Story At Meltwater, we believe that when you have the right people in the right environment, great things happen. Our best-in-class technology empowers our 27,000 customers around the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers. Our award-winning global culture drives everything we do and creates an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along the way. We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers. We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career. We are Meltwater. Inspired by innovation, powered by people. Equal Employment Opportunity Statement Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment. All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations. Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
    $80.3k-107k yearly 6d ago
  • Sales Manager

    Fiscalnote 3.7company rating

    Relationship manager job in Washington, DC

    About the Business Development Team The Business Development Team at FiscalNote is the key touchpoint for our client-focused approach. Our mission is to help our clients identify challenges and provide innovative, data-driven, and practical solutions to better navigate risk, opportunity, and uncertainty. We leverage our platform of software and information-services products to empower people and organizations with the right information at the right time. FiscalNote's on the Business Development Team, both experienced and new professionals, gain opportunities for learning and professional development in a diverse and innovative culture, rooted in our company values and mission. About the Position As a manager, you understand our product in a soup-to-nuts fashion and can boil down the platform offering to truly match the audience they are speaking to. Internally you keep our machine oiled, understanding how to talk across departments and how to motivate, align, and drive the organization; to surpass goals and exceed expectations. The Sales Development Representatives need to understand the power of marketing and the value of solution selling to turn general market interest into real business opportunities for FiscalNote. You will be responsible for managing a team of inside Sales Development Managers & Representatives to achieve and exceed their call scheduling objectives. About You You are motivating, empathetic, and metrics-driven. A natural mentor, you provide clear expectations, fair assessments, and constructive feedback that drives performance. You excel at fostering ambitious SDRs into high-performing business development professionals and are energized by the challenge of turning leads-both hot and cold-into tangible revenue opportunities. The base salary range for the role is $125,000 - 140,000 per year. #LI-HR1 What to Expect in this Position Lead, motivate, and evaluate a team of 30 SDRs and Managers Design and implement individualized coaching plans to strengthen performance and drive excellence Track and report on KPIs including SDR activity, meetings booked, meetings held, and opportunities created Measure and improve MQL qualification and conversion rates Develop SDRs for future leadership opportunities and broader responsibilities Collaborate closely with Sales and Marketing teams, leveraging platforms such as Salesforce, SalesLoft, Marketo, and Gong Provide hands-on mentorship and consistent guidance to SDRs What Sets You Apart Bachelor's degree in Business or related field 5+ years of experience managing and coaching SDRs and Managers Strong expertise with Salesforce and marketing automation platforms (Marketo, Pardot, Eloqua, etc.) Proven experience in prospecting, cold calling, and direct selling (preferably software or services) Demonstrated success in consistently achieving or exceeding quotas and targets Experience partnering with marketing to drive demand-generation strategies Track record of developing and promoting talent Exceptional communication, writing, teamwork, and people management skills Strong background in mentoring and coaching high-performing teams Excited about this role, but don\'t meet 100% of the expected qualifications listed above? We\'d still love for you to apply! When applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact recruiting.team at fiscalnote dot com, we\'ll be happy to connect! As part of FiscalNote\'s commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to recruiting.team at fiscalnote dot com to let us know the nature of your request. About FiscalNote FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action. Home to CQ, FrontierView, VoterVoice, and many other industry-leading brands, FiscalNote helps organizations stay ahead of political and business risk. At FiscalNote, We Lead with Values Know your Audience ∙ Find the Truth ∙ Drive Alignment ∙ Level Up ∙ Own the Job ∙ Bias for Action ∙ Support the Family Company Benefits FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we're all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at ***************************************** FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer. FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit ********************* #J-18808-Ljbffr
    $125k-140k yearly 2d ago
  • Sales Manager

    Office of The Chief Financial Officer

    Relationship manager job in Washington, DC

    Government of the District of Columbia Office of the Chief Financial Officer (OCFO) Sales Manager $126,178.00 - $162,565.00 The Office of the Chief Financial Officer (OCFO), whose mission is to enhance the fiscal and financial stability, accountability and integrity of the Government of the District of Columbia is in search of a Sales Manager responsible for planning, managing, and executing sales strategies to support the DC Lottery's revenue goals. This position is located in the Office of Lottery & Gaming (OLG). The incumbent oversees corporate account management, retailer recruitment, training programs, and trade marketing initiatives Duties include but are not limited to: Developing and implementing sales plans Analyzing sales data to identify trends and opportunities Coordinating promotional events Supervising Sales Coordinators Collaborating with internal teams and external partners to enhance retailer engagement MINIMUM QUALIFICATIONS: Five (5) years of progressive experience performing duties related to sales and retail sales principles and practices, including developing sales strategies, and creating new sales promotions and programs for new and existing products and retailers; experience coordinating marketing activities and point-of-sale (POS) logistics; and at least one (1) year of supervisory experience or providing guidance to lower-level staff. Strong written and oral communication skills are required. For initial review, please click the apply button or submit your resume to the Office of the Chief Financial Officer, Office of Human Resources, located at 1101 4th Street, SW, Suite W220, Washington, DC 20024. To complete an application or for additional details related to this vacancy, please visit ************** and reference announcement number: 25-AD-DCLB-0002 The OCFO offers a competitive salary and benefits package including medical, dental, retirement, and educational assistance. The Office of the Chief Financial Officer is an EQUAL OPPORTUNITY EMPLOYER
    $126.2k-162.6k yearly 2d ago
  • Client Engagement Manager

    Lac Federal 3.2company rating

    Relationship manager job in Washington, DC

    Full-time Description LAC Federal is seeking a Client Engagement Manager (CEM) available in the Washington DC Metro Area. Responsibilities of this position include owning and cultivating client relationships for assigned clients through regular communication and interacting with company employees at client sites. The CEM will oversee multiple client projects at one time, proactively monitor staff performance, manage project costs, identify and pursue new business opportunities at existing clients. This position is predominately remote with an expectation of visiting client sites when needed throughout the Washington DC Metro Area. A corporate office is available in the Metro Center in downtown Washington DC and another corporate office is available in Rockville, MD. This is a full-time permanent position with benefits. We do not offer relocation for this role. Candidates must live within the Washington DC Metro Area and must have access to transportation to visit client sites on an as needed basis. Responsibilities Maintain proactive and positive relationships with assigned clients, correcting all issues related to the contract and regularly checking in on contract progress Manage all assigned employees including regular check-ins to monitor performance, recruiting efforts, employee reviews, and corrective actions Assist the recruiting team with backfilling open positions, serving as liaison between client needs and recruiting team Drive employee engagement and cultivate strong culture across company contracts Liaison between on-site clients and corporate functions (i.e. finance, HR) Manage contract deliverables by proactively managing project staff and scope of work Assist in the review and processing of timecards and invoices each month Actively identify and pursue growth opportunities at assigned agencies and support proposal efforts as needed Requirements Bachelor's Degree At least 3 years of working experience, with at least 1-2 years of experience in a client facing and federal project management role Strong interpersonal and client facing skills Ability to build relationships with federal clients and manage both on-site and remote employees Excellent organizational skills, time management and strong communication Preferred Qualifications Experience in a client facing role within the federal space Preliminary knowledge of federal contracting Strong preference for a background in libraries, archives and museums Demonstrated experience managing multiple teams and projects Business development experience Physical Requirements Ability to work for extended periods on a computer in a remote setting. Ability to sit or stand for prolonged periods while completing daily duties. Ability to lift and carry light items (up to 10-15 lbs.) as needed. Ability to travel within the Washington DC Metro Area for client site visits and meetings. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long-Term Disability Training & Development EEO Statement The company and its subsidiaries are an equal opportunity employer and celebrate the population of differences and does not discriminate in its hiring/hiring practices, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.
    $108k-170k yearly est. 40d ago
  • Client Solutions Manager

    Meta 4.8company rating

    Relationship manager job in Washington, DC

    The Client Solutions Manager for Meta's Global Business Group is a strategic solution-driver who puts our customers at the core of everything we do. In this role, you will lead key client relationships, leverage analytical skills, and develop platform and product expertise to become a trusted consultant in media planning, strategy, and measurement to our Fortune 1000, multi-channel advertisers. With proven understanding of performance marketing, this role is responsible for partnering with the sales team to develop trusted relationships, drive revenue by negotiating and optimizing complex opportunities. Success in this position requires data and analytical skills that allows the individual to translate a business objective into an analysis framework, in order to provide best-in-class data-driven consultative sales approach, and the capacity to thrive in an agile, team-focused environment delivering against business goals. **Required Skills:** Client Solutions Manager Responsibilities: 1. Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners 2. Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) 3. Manage a book of business and drive performance through operational rigor and sales acumen, identifying upselling and cross-selling opportunities, analyzing sales data, creating targeted sales strategies 4. Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth 5. Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders 6. Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations 7. Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership 8. Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments 9. Manage account operations (e.g. troubleshooting issues, account set up, etc.) 10. Work and collaborate across internal cross-functional teams to project manage complex workstreams 11. Travel as needed **Minimum Qualifications:** Minimum Qualifications: 12. 5+ years of experience with online advertising/online media 13. Bachelor's Degree 14. Advanced experience structuring and manipulating raw data into datasets for analysis 15. Experience analyzing data from a variety of different sources (quantitative and qualitative), presenting the data in a clear and concise manner, and developing actionable insights 16. Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases 17. Proven track record in leveraging data to develop broader prototyping solutions for the entire team 18. Experience driving a book of business, increasing revenue and business performance 19. Experience delivering insights to both technical and non-technical audiences 20. Experience working across cross-functional teams 21. Experience influencing executives and clients 22. Experience navigating ambiguity with agility to effectively lead complex and changing priorities 23. Understanding of the technology landscape **Preferred Qualifications:** Preferred Qualifications: 24. Experience working cross-functionally with Product teams to improve products features and functionalities 25. Knowledge and experience with data querying (e.g., SQL, advanced Excel/ Google Sheets) 26. Knowledge of statistics and experience with statistical packages such as R, SAS, or SPSS 27. Experience with Meta's full suite of advertising solutions 28. Experience with business case modeling and market/opportunity sizing **Public Compensation:** $87,000/year to $131,000/year + bonus + equity + benefits **Industry:** Internet **Equal Opportunity:** Meta is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law. Meta participates in the E-Verify program in certain locations, as required by law. Please note that Meta may leverage artificial intelligence and machine learning technologies in connection with applications for employment. Meta is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know at accommodations-ext@fb.com.
    $87k-131k yearly 60d+ ago
  • Jr. Relationship Manager - Wealth Management Firm

    TWM Executive Search

    Relationship manager job in Washington, DC

    Top-Tier Wealth Management Firm seeks Junior Relationship Manager in Washington, DC to support Senior Relationship Manager in providing full suite of investment and wealth management services for HNW/UHNW clients with a focus on high-touch relationship management. Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies Interact closely with business development professionals to develop and deepen client relationships Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters Requires 5+ years' strong relationship management background with some exposure to investments; Advanced degree a plus Compensation: $100,000 - $150,000+. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus
    $100k-150k yearly 60d+ ago
  • Commercial Relationship Manager

    City First Bank of Dc 3.7company rating

    Relationship manager job in Washington, DC

    WHO WE ARE City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA. ROLE SUMMARY The Relationship Manager (RM) is primarily responsible for soliciting new business and managing customer relationships of small businesses and not-for-profit organizations (including churches and charter schools, among others). These activities generally include loans for working capital, expansion, and the acquisition or renovation of nonresidential owner-occupied real estate. In addition, the RM is responsible for soliciting new business and managing relationships of the bank's commercial real estate customers (investors and developers) and prospects including office, retail, shopping strips, warehouse, industrial, facilities and land development, primarily for investment purposes. These lending activities generally include loans for acquisition, new construction, renovation, and refinancing. The position reports to the Commercial Banking Team Leader. The RM will develop business geared toward growth in new customer relationships, strengthening and expanding existing customer relationships, increasing profitability, and elevating the Bank's reputation in the marketplace. The RM is responsible for all phases of loan and deposit production, including lead generation, closing, and relationship management. The RM is an officer of the Bank, participating and presenting loans for approval in the Mangers' Loan Committee (MLC) and Directors' Loan Committee (DLC) of the Bank, as well as other staff meetings as required. While the duties and responsibilities associated with underwriting and loan administration will reside principally with the Credit staff, RMs will remain accountable for the credit quality of their relationships, including but not limited to adherence to Loan and Credit policies and procedures, and other bank policies and procedures as they relate to his/her loan portfolio. ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Business Development Develop new - and expand existing - commercial loan and deposit relationships through targeted calling and community relations work, consistent with the Bank's risk and return parameters. RM will cross sell other Bank services, when possible, also consistent with the Bank's risk and return parameters. Maintain a targeted calling program focused on expanding current business and attracting new business to the Bank. Attendant to this calling program, the RM will: Develop and deliver status reports to the ECRE (Eastern Commercial Regional Executive) and management staff on a regular basis. Research and establish target markets and mine existing portfolio to better understand current product/services used and increase wallet share. Provide support to the ECRE, other RMs, senior management, and the Credit staff through joint calls, training and shared market intelligence. Recommend new products and services to generate fee, contract, and services revenue. Recommend new traditional and non-traditional products and services which the market is seeking, including non-traditional community development services such as financial literacy training, counseling, and technical assistance. Establish and maintain relationships with industry influencers and key community and strategic partners. Where appropriate, directly joins local business and community organizations as a representative of the Bank or recommends other bank employees for involvement or membership. Participates in the community outreach process, and actively participates in key community organizations, meetings, and events. Attend various promotional events including, but not limited to, trade shows, business seminars, receptions, etc. to ensure an increase in the overall customer base and the retention of existing customers. Customer Relationship Management Support the ECRE in providing “best in class” ongoing services to existing customers. Assist the Credit staff in providing follow up on Annual Reviews of customer relationships, and in ensuring the timely renewal or resolution of expiring/expired loans, covenant compliance, and documentary requirements. Loan and Credit Administration Accountable for a loan portfolio consistent with the Bank's credit policies, underwriting guidelines, and procedures, and its mission. Reviews loan write-ups to ensure consistent presentation of information, monitors risk ratings and assures they are kept current and accurate, assists in the review of problem loans, and assists the collection/workout process when needed to ensure the best possible outcome and recovery for the Bank. Accountable for adherence to Bank policies and procedures; particularly - but not limited to - Loan and Credit policies and procedures, laws, rules, and regulations. Take initiative to comply with legal requirements, audit, regulatory, and internal compliance guidelines. Responds quickly to correct regulatory, audit and compliance deficiencies. Adheres to Bank's Code of Ethics. Requirements EDUCATION & EXPERIENCE Required Education/Experience: Bachelor's Degree in finance, accounting or business required or 3 additional years of experience in commercial credit analysis and commercial underwriting 3+ years of portfolio management and commercial underwriting experience 3+ years of proven sales record in meeting or exceeding goals in commercial lending Formal or in-house credit training; counts toward one year of experience Preferred Education/Experience: Supervision of a team or in a leadership role CERTIFICATIONS Not applicable KNOWLEDGE, SKILLS, AND ABILITIES Required Knowledge & Skills: Proven sales and business development skills Excellent oral, written and interpersonal communication skills with the ability to carry out instructions. Instruct others, interpret documents, understand procedures, write reports and correspondence, and speak clearly to clients, customers, and employees. Knowledge and training in all lending activities Knowledge of commercial, and commercial real estate loan processing Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures Knowledge of related state and federal lending and compliance regulations and other Bank lending policies. Basic skills in personal computer operation, word processing and spreadsheet software. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Ability to work without supervision while performing duties Critical and creative thinking Negotiation skills; diplomacy Maintenance of fast pace Excellent organizational and time management skills Excellent leadership skills Excellent training skills Excellent time management skills Salary Description $123,241 - $156,419, annually
    $123.2k-156.4k yearly 60d+ ago
  • Relationship Manager (Water)

    GHD 4.7company rating

    Relationship manager job in Washington, DC

    The importance of water to the health of our world can't be overstated! As the frequency and intensity of floods, droughts and storms increases, the water industry must continue to build resiliency and lead from the front. Together with our clients, we are thinking and doing things differently to help pre-empt and prepare for what's next. Be a part of this dynamic and committed team of diverse water specialists and inspire change for your community. You'll be able to apply our powerful global network of skills and decades of experience to build positive water outcomes that respect nature and nurture communities. Who are we looking for? In response to steady growth within our Water/Wastewater business, our Southeast Region Water group is looking to bring onboard a motivated Relationship Manager to oversee the expansion of GHD's Water business in the Metropolitan Washington, DC area. As a Client Relationship Manager, you will be leading GHD pursuits of traditional and collaborative delivery projects for public clients responsible for safe and reliable water resources (drinking water, wastewater, and stormwater). Come plan and implement sales to specific, existing major accounts where growing relationships, identifying opportunities, and utilizing account management skills are critical. The role requires full knowledge of water and wastewater, along with a strong understanding of the client's objectives and challenges. In an ever-changing world, it requires creativity and innovation to stay ahead. We're seeking the curious, those who are stimulated by fresh thinking and a desire to shape our communities in new, positive ways. As part of a truly global team, working on complex and rewarding projects, you'll be at the forefront of driving change. See what the power of commitment can do for you. Working with an energetic and high performing team, this position offers a variety of duties and will see you involved in: * Key Account Management: Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support. Customers are likely to include municipal government water and wastewater agencies, and the like. * Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Manage ongoing relationships with identified customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. * Customer Needs Clarification: Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation. * Sell Customer Propositions: Use personal expertise to identify the complex standard services offered by the organization that meet the customer's needs. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price negotiation) that gain the customer's agreement. * Promoting Customer Focus: Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships. * Customer Relationship Development / Prospecting: Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. * Customer Relationship Management (CRM) Data: Enter customer information that has been gathered through research and/or through direct customer contact into the CRM system, to ensure that the organization has quality data to enable effective customer retention and business development activities. Or ensure that team members maintain up-to-date CRM data, identifying and resolving issues. * Sales Opportunities Creation: Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation. * Operational Compliance: Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards. Or identify, within the team, patterns of noncompliance with the organization's policies and procedures and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate. * Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media. What you will bring to the team: * Bachelor's or Master's Degree in Civil or Environmental Engineering. * Professional Engineer (PE) license * 15 + years of experience in the water, wastewater process or conveyance infrastructure field along with strong experience working with municipal clients. * Proven experience working with water projects over 10 Million. * Strong client focus with at least 5 years serving municipal clients (Demonstrated experience in the Washington, DC Metropolitan area a plus) * A seller/doer with strong business development, proposal preparation and marketing skills. Our Hybrid Work Model: Be part of the dynamic culture! Our workplace thrives on a hybrid model, combining in-office collaboration and flexibility. Join us in the office three days a week to contribute, connect and excel in our vibrant environment. #GM-LI1 Take on some of the world's toughest challenges - with everyone at GHD backing you every step of the way. We'll give you control over your career, empower you to find innovative solutions and help you create a lasting impact. See where your commitment could take you with GHD. As a multicultural organization, we encourage individual achievement and recognize the strength of a diverse workforce. GHD is an equal opportunity employer. We provide equal employment opportunities to all qualified employees and applicants without regard to race, creed, religion, national origin, citizenship, color, sex, sexual orientation, gender identity, age, disability, marital status or veteran status.
    $76k-114k yearly est. Auto-Apply 60d+ ago
  • Client Engagement Manager

    Library Systems & Services, LLC 4.5company rating

    Relationship manager job in Washington, DC

    description" content="LAC Federal is seeking a Client Engagement Manager (CEM) available in the Washington DC Metro Area. Responsibilities of this position include owning and cultivating client relationships for assigned clients through regular communication and interacting with company employees at client sites. The CEM will oversee multiple client projects at one time, proactively monitor staff performance, manage project costs, identify and pursue new business opportunities at existing clients. This position is predominately remote with an expectation of visiting client sites when needed throughout the Washington DC Metro Area. A corporate office is available in the Metro Center in downtown Washington DC and another corporate office is available in Rockville, MD. This is a full-time permanent position with benefits.We do not offer relocation for this role. Candidates must live within the Washington DC Metro Area and must have access to transportation to visit client sites on an as needed basis.ResponsibilitiesMaintain proactive and positive relationships with assigned clients, correcting all issues related to the contract and regularly checking in on contract progress Manage all assigned employees including regular check-ins to monitor performance, recruiting efforts, employee reviews, and corrective actions Assist the recruiting team with backfilling open positions, serving as liaison between client needs and recruiting team Drive employee engagement and cultivate strong culture across company contracts Liaison between on-site clients and corporate functions (i.e. finance, HR) Manage contract deliverables by proactively managing project staff and scope of work Assist in the review and processing of timecards and invoices each month Actively identify and pursue growth opportunities at assigned agencies and support proposal efforts as needed" /> LAC Federal - Client Engagement Manager In order to use this site, it is necessary to enable JavaScript. Here are the instructions how to enable JavaScript in your web browser. All Jobs > LAC Federal > Client Engagement Manager LAC Federal Apply Client Engagement Manager Washington, DC • LAC Federal Apply Job Type Full-time Description LAC Federal is seeking a Client Engagement Manager (CEM) available in the Washington DC Metro Area. Responsibilities of this position include owning and cultivating client relationships for assigned clients through regular communication and interacting with company employees at client sites. The CEM will oversee multiple client projects at one time, proactively monitor staff performance, manage project costs, identify and pursue new business opportunities at existing clients. This position is predominately remote with an expectation of visiting client sites when needed throughout the Washington DC Metro Area. A corporate office is available in the Metro Center in downtown Washington DC and another corporate office is available in Rockville, MD. This is a full-time permanent position with benefits. We do not offer relocation for this role. Candidates must live within the Washington DC Metro Area and must have access to transportation to visit client sites on an as needed basis. Responsibilities * Maintain proactive and positive relationships with assigned clients, correcting all issues related to the contract and regularly checking in on contract progress * Manage all assigned employees including regular check-ins to monitor performance, recruiting efforts, employee reviews, and corrective actions * Assist the recruiting team with backfilling open positions, serving as liaison between client needs and recruiting team * Drive employee engagement and cultivate strong culture across company contracts * Liaison between on-site clients and corporate functions (i.e. finance, HR) * Manage contract deliverables by proactively managing project staff and scope of work * Assist in the review and processing of timecards and invoices each month * Actively identify and pursue growth opportunities at assigned agencies and support proposal efforts as needed Requirements * Bachelor's Degree * At least 3 years of working experience, with at least 1-2 years of experience in a client facing and federal project management role * Strong interpersonal and client facing skills * Ability to build relationships with federal clients and manage both on-site and remote employees * Excellent organizational skills, time management and strong communication Preferred Qualifications * Experience in a client facing role within the federal space * Preliminary knowledge of federal contracting * Strong preference for a background in libraries, archives and museums * Demonstrated experience managing multiple teams and projects * Business development experience Physical Requirements * Ability to work for extended periods on a computer in a remote setting. * Ability to sit or stand for prolonged periods while completing daily duties. * Ability to lift and carry light items (up to 10-15 lbs.) as needed. * Ability to travel within the Washington DC Metro Area for client site visits and meetings. Benefits * Health Care Plan (Medical, Dental & Vision) * Retirement Plan (401k, IRA) * Life Insurance (Basic, Voluntary & AD&D) * Paid Time Off (Vacation, Sick & Public Holidays) * Family Leave (Maternity, Paternity) * Short Term & Long-Term Disability * Training & Development EEO Statement The company and its subsidiaries are an equal opportunity employer and celebrate the population of differences and does not discriminate in its hiring/hiring practices, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Nothing in this job specification restricts management's right to assign or reassign duties and responsibilities to this job at any time. Critical features of this job are described under various headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. The above statements are strictly intended to describe the general nature and level of the work being performed. They are not intended to be construed as a complete list of all responsibilities, duties, and skills required of employees in this position. This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.
    $94k-135k yearly est. 43d ago
  • Client Partner, Real-World Evidence

    Datavant

    Relationship manager job in Washington, DC

    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 23d ago
  • Manager, Clients & Markets Campaigns

    Wilmer Hale

    Relationship manager job in Washington, DC

    WilmerHale is a leading, full-service international law firm with 1,000 lawyers located throughout 12 offices in the United States, Europe and Asia. Our lawyers work at the intersection of government, technology and business, and we remain committed to our guiding principles of providing quality, excellent legal and client services; developing diversity among our lawyers and staff and cultivating an environment that promotes an ambitious spirit, collaboration and collegiality by drawing on the extraordinary talents and dynamic experience of our lawyers. Our goal is to reflect the diversity of our clients and the communities in which we practice. What You Will Be Doing: The Manager, Clients & Markets Campaigns is responsible for leading the strategy, development, and execution of high-impact marketing and business development campaigns that align with the Firm's and/or a given legal department/s strategic goals. This role involves collaborating across the Clients & Markets department, with Firm leadership, and with cross-functional teams to define objectives, target audiences, allocate budgets, and baseline market perceptions; securing approvals; and managing end-to-end campaign implementation across multiple channels. The manager will oversee content creation, thought leadership integration, and client-focused outreach while ensuring strict budget control and measurable ROI. Success requires driving visibility, market recognition, and innovation through data-driven insights, continuous optimization, and the creation of best-practice playbooks, while maintaining adherence to Firm standards and evolving strategies based on industry trends and analytics. This position reports to the Director, Clients & Markets Strategy. Assists with proactively supporting client service by actively participating in the firm's Service Excellence initiative. Ensures that staff members are providing quality service to internal members/departments of the firm as well as external clients and vendors by displaying professionalism via electronic and print correspondence, over the telephone and in-person and by encouraging an atmosphere that rewards a "can do" attitude. About This Role: * Envision: Collaborate closely with Firm leadership, as well as leaders in Clients & Markets Business Development, CORE and Competitive Intelligence teams, and other business professionals to envision and drive campaign plans that align with specific business goals the Firm or a given legal department/s has established; including but not limited to AI, Financial Services, Life Sciences and Technology. * Define objectives, identify target audiences and allocate budgets for each campaign. * Research and document campaign-specific, baseline market perceptions of both the Firm and leading firms in each of our current campaign areas. * Support a variety of marketing, business development and communication campaigns focused on elevating the firm's brand relating to key client and industry initiatives. * Secure Approval: Brief Firm leadership and obtain their approval as to the contours, rationale, primary messaging, vehicles and timing associated with each campaign prior to launch. * Construct: Develop each campaign based on any course-corrections required by Firm leadership, and in partnership with contributing lawyers and Content Marketing peers. Consider, and incorporate where appropriate, recommendations from key stakeholders. Develop and drive sector specific campaigns that showcase the firm's deep understanding of industry trends and priorities. * Implement/Launch: Lead and project manage the timely implementation of the Firm's top priority external campaigns across all digital, print, interpersonal and other channels in coordination with Visual Communications, Digital, Communications, Media/PR and other key allies. * Oversee the production and refreshing of all needed campaign assets across platforms. * Spearhead the effort to both 'initiate new' and 'leverage existing' thought leadership as a central element of each campaign. * Liaise with in-house Media/PR professionals on bullet-proof plan for executing content placement. * Incorporate client-specific dimensions to campaign outreach, as appropriate. * Lead efforts to amplify primary messages via micro-exposures (e.g., driving the inclusion of a preferred phrase or campaign-aligned concept into a multitude of firm bios and/or capabilities, in consultation with willing partners, practice leaders and peers). * Maintain strict control over campaign spend, ensuring resources are allocated efficiently to maximize impact. * Measure: Establish all campaign metrics, including but not limited to market perceptions, audience engagement, budget performance, and ROI). * Continually monitor and periodically report to Firm leadership on all campaign metrics. * Work with Competitive Intelligence Team to use data and analytics tools to monitor key client and industry trends. * Achieve: Substantially raise visibility and achieve tangible market recognition concerning the firm's key messaging objectives and campaigns * Share and Empower: Provide life-cycle-driven (i.e., mid- and post-campaign) and other regular briefings to internal allies and interested parties. * Create client-focused and industry-specific playbooks and best practice guides that provide actionable strategies, tailored insights and proven approaches to strengthening relationships and driving success with key constituents. * Partner with Pursuits and Pricing team members to shape strategic RFP responses and win themes for key account and industry-specific requests. * Evolve: Ensure adherence to Firm standards and stay updated on the latest trends and technologies. Drive innovation and evolution related to campaign-relevant concepts and tools. Use insight from metrics tracking to optimize ensuing campaigns and inform future strategies Required Skills What You Will Bring/Your Qualifications: * Strong independent thinking and execution, and mature professional judgment. * Demonstrable experience successfully managing project teams and securing alignment with key stakeholders. * Strong multitasking and project management skills and demonstrated capabilities to manage multiple deadlines and changing project criteria. * Ability to deliver world class service and display a "can do" attitude with colleagues, internal clients, and external partners across all communications and interactions. * Demonstrable analytic skills, organizational skills, initiative and vision. * Excellent oral and written communications skills, including professional presentation abilities, with impeccable skills with respect to text drafting, editing, grammar and proofreading. * Extensive working knowledge of Microsoft Suite, Foundation and InterAction is preferred * Ability to handle sensitive matters and maintain confidentiality. * Ability to work in a fast-paced environment with high expectations for attention to detail and quality. Required Experience Education: * Bachelor's degree required. Experience: * Minimum of eight+ years of experience in legal, technology, management, or market analysis environment preferred. This job description is intended to describe the general nature and level of the work being performed by employees in the position. It is not intended to be a complete list of all responsibilities, duties, and skills for positions. The firm reserves the right at all times, in its sole discretion, to add or subtract duties and responsibilities, as it deems necessary. Wilmer Cutler Pickering Hale and Dorr LLP (WilmerHale) is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is our policy to take all employment actions and make all employment decisions without regard to race, color, religion, creed, gender, sex (including pregnancy), sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, citizenship status, genetic predisposition or carrier status, disability, military status, status as a disabled or other protected veteran, or any other protected status under applicable law. WilmerHale will make reasonable accommodations for qualified individuals with disabilities and otherwise as required by applicable law. For more information about Equal Employment Opportunity, please click here. For additional information about our benefits, please click here. #L1-MB1 #L1-Hybrid Job Location Washington, District of Columbia, United States Position Type Full-Time/Regular Salary 167,920.00 - 209,900.00 USD
    $88k-139k yearly est. 7d ago
  • Growth Client Partner

    Trianz 4.2company rating

    Relationship manager job in Washington, DC

    Growth Client Partner - Trianz Services Trianz is at the forefront of accelerating digital transformations for enterprise clients. We are completely focused on the Digital Evolution philosophy, delivering our value proposition consistently through strong Digital Transformation-centric practices, a Client-Centric Approach, Predictability in Execution, and establishing a Unique Relationship Experience. Our culture of innovation encourages our people to create while emphasizing the importance of training and development. Position Overview Role: Growth Client Partner Location: Any Location in USA Employment Type: Full-time We are seeking a senior Growth Client Partner with deep understanding of Digital Transformation and client challenges. This role requires a demonstrated track record of transitioning from traditional IT services to achieving Digital Transformation revenue goals, with the ability to evolve and grow clients as they continue investing in their digital journey. You will partner with clients to develop shared visions of their transformation journey, understand their Digital Transformation roadmaps, and identify opportunities in early stages. The goal is to bring various Trianz practices together to help clients develop clarity on specific initiatives, their lifecycle, outcomes, and how Trianz will shape them. In addition to services, Client Partners will be empowered to position Concierto and Extrica solutions to change the game for clients and gain market penetration. What You'll Do Strategic Client Relationship Management * Build, foster, and manage client relationships at the Senior Director, Vice President, and CXO level * Lead perspective-based discussions to position Trianz as a premium Digital Transformation brand rather than a traditional IT services provider * Develop shared visions with clients for their digital transformation journey * Understand client roadmaps and identify opportunities in early transformation stages * Maintain smooth flow of contracts, invoices, and payments through supplier and procurement relationships Account Growth & Development * Develop deep understanding of clients' business objectives, challenges, organizational structure, and key stakeholders * Define and execute Account Development Framework for building relationships and expanding Trianz brand presence * Grow Trianz business by positioning high-impact digital transformation solutions within existing buying centers and new Lines of Business * Position Trianz intellectual properties (Concierto and Extrica) as game-changing solutions for client penetration * Collaborate with other Trianz business groups to expand into new areas and drive growth in existing areas Revenue & Business Management * Own accountability for revenue growth across assigned client portfolio * Drive demand generation strategy and execution through client-facing teams * Lead teams in publishing and presenting proposals (proactive and RFP/RFI responses) * Manage commercial aspects of portfolio to ensure client profitability * Govern all sales, delivery, and operations for assigned client accounts * Assess potential business risks and develop comprehensive mitigation plans Delivery Excellence & Operations * Promote and leverage account growth through personnel dedicated to delivery management * Handle delivery management including escalations through scheduled practice reviews * Coordinate engagement reviews between clients and Trianz delivery leaders across Practice, Tech Services, and Quality Assurance * Monitor resourcing to service portfolio at all times and escalate resource concerns to Trianz Leadership * Manage and motivate Trianz employees assigned to client accounts with clear objectives and career development focus Solution-Oriented Problem Solving * Approach challenges with solution-oriented mindset and problem-solving capabilities * Measure discussion success based on ability to create business impact that leads to growth * Work closely with Trianz Leadership, Practice Leads, Sales Directors, and client decision makers across business and IT units * Position high-impact digital transformation solutions across cross-functional client areas What You Bring Experience & Track Record * 12+ years of strategic client account management experience in the technology services industry * Proven track record in new business development and account management working with established clients * Demonstrated success in positioning intellectual properties and digital assets as part of new business solution proposals * Seasoned leader with ability to manage and grow business and relationships within assigned accounts * Strong track record of transitioning from traditional IT services to Digital Transformation revenue achievement Relationship & Leadership Skills * Proven ability to foster effective relationships with senior clients in both Technology and Business functions * Experience managing and motivating cross-functional teams without direct authority * Strong executive presence with ability to engage C-level executives * Excellent communication and presentation skills for senior leadership audiences * Cultural sensitivity for working with diverse, global client organizations Digital Transformation Expertise * Deep domain expertise in digital transformation strategy and technologies * Understanding of Digital Evolution philosophy and phenomenon * Knowledge of modern technology trends, cloud platforms, and enterprise architecture * Experience with digital transformation lifecycle management and outcome measurement * Familiarity with change management and organizational transformation processes Business & Commercial Acumen * MBA preferred * Strong business analysis and strategic thinking capabilities * Experience with contract negotiations and commercial discussions * Understanding of professional services delivery models and methodologies * Analytical skills with ability to interpret business metrics and drive profitability Why Join Us * Be part of a high-growth product-based company that's serious about its market expansion. * Work with cutting-edge technologies and help shape their adoption across diverse industries. * Enjoy a flexible work environment that respects work-life balance. * Competitive compensation package including performance bonuses. * Opportunities for international travel and exposure to global markets. Are you ready to lead the charge in transforming businesses through strategic partnerships? If you're passionate about technology, have a deep understanding of markets, and want to make a lasting impact, we want to hear from you! Compensation & Benefits for Fulltime hiring. Trianz compensation reflects the cost of labor across several US geographic markets. The base pay ranges between USD $160,000 to $200,000. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. Trianz also offers comprehensive benefits including medical, dental, vision, FSA, EAP, 401(k) with Company matching, unlimited PTO, flexible schedule, and professional development assistance. Equal Employment Opportunity Trianz is an Equal Opportunity Employer and does not discriminate based on race, color, creed, national or ethnic origin, gender, religion, disability, age, political affiliation or belief, special needs veteran, veteran of the Vietnam Era, or citizenship status (except in those special circumstances permitted or mandated by law). We comply with all state and federal laws and regulations protecting employees and applicants against illegal discrimination, retaliation, and harassment. Our policy is available upon request. We consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law. Trianz participates in the E-Verify program in certain locations, as required by law. We are committed to providing reasonable accommodation for all qualified individuals with a disability or other reasons protected by applicable laws. If you require assistance or accommodation due to a disability or special needs to search for a job opening or apply, please email ************************ with your request and contact information. Trianz Privacy Notice Trianz respects your privacy and wants to ensure we comply with applicable Data Privacy Regulations as per local regulator laws. Please review our privacy policy at **************************************** for more.
    $160k-200k yearly Auto-Apply 11d ago
  • Merrill Market Client Relationship Manager

    Bank of America 4.7company rating

    Relationship manager job in Washington, DC

    Washington, District of Columbia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************** **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
    $65k-113k yearly est. 60d+ ago
  • Client Manager - US Large Market

    American Express 4.8company rating

    Relationship manager job in Washington, DC

    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. **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:** 25023616
    $89.3k-150.3k yearly 9d ago
  • Senior Business Banking Relationship Manager (LO)

    Wells Fargo Bank 4.6company rating

    Relationship manager job in Washington, DC

    About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion Manage a moderately complex book of business Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed Present credit recommendations and financial strategies to clients and internal stakeholders Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools Tailor solutions to client operating cycles, cash flow needs, and strategic goals Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes Engage financial decision-makers with proactive communication and responsive service Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 1001 Connecticut Ave NW Washington, DC 20036 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 23 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $104k-168k yearly 60d+ ago
  • Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President

    JPMC

    Relationship manager job in Washington, DC

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you. As a Commercial Banker on the Healthcare, Higher Education & Non-Profit (HHN) Commercial Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit. The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients. Job Responsibilities Manage and develop relationships with non-profit clients whose annual revenues are $50 million and above. Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI) Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development Required Qualifications, Capabilities and Skills 5 plus years' direct lending or credit support related experience, with a focus on business relationships Understanding of Commercial Banking products and services Knowledge of the local market Ability to collaborate with internal partners and resources Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor Sales management and business development skills Preferred Qualifications, Capabilities and Skills Bachelor's degree and formal credit training preferred Excellent verbal, written and listening communication skills Strong creative solution and problem solving abilities Proficiency in building and maintaining positive client relationships
    $63k-99k yearly est. Auto-Apply 60d+ ago
  • Account Manager

    Meltwater 4.3company rating

    Relationship manager job in Washington, DC

    What We're Looking For: Are you an attentive Account Managerwith experience in serving SaaS customers? We're actively seeking professionals like yourself to join our dynamic team and take charge of managing, renewing, and driving growth for our valued accounts. As an Account Manager, you'll play a crucial role in nurturing existing client relationships and maximizing their potential. Meltwater offers more than employment-it's a voyage towards personal and professional advancement. Immerse yourself in an atmosphere that nurtures your skills, encourages mentorship, and champions inclusive leadership practices. Interact with experienced account managers and resilient leaders who are dedicated to supporting your growth journey. Join our team, where you'll be embraced by a diverse community that honors your individual contributions and propels you toward realizing your full potential. What You'll Do: Manage, renew, and foster growth within assigned accounts following their transition from the Client Acquisition team. Focus on driving sustainable, long-term growth while overseeing renewals, leveraging support from the Customer Success and Renewals teams. Develop customized account plans and strategies aimed at optimizing customer retention and stimulating account growth. Identify and actively pursue expansion opportunities within accounts, including upselling and cross-selling initiatives. Collaborate closely with the Customer Success team to drive ongoing engagement and utilization of our solutions. Partner with Renewals Representatives to ensure robust account retention and skillfully negotiate pricing agreements. Cultivate and nurture strong relationships with key stakeholders within assigned accounts, driving both engagement and satisfaction. Monitor customer usage patterns to inform strategic renewal and product expansion approaches. Implement proactive sales processes to effectively counter competitive threats during renewal negotiations. What You'll Bring: A Bachelor's degree or higher is preferred for this role, empowering you to demonstrate your academic prowess and contribute effectively. A minimum of 2 years tenure in account management is desired, with an established track record in account management, growth, and renewals, within the software or SaaS domain. Strong strategic thinking and execution capabilities, with a focus on customer retention and growth. Ability to develop effective account plans and strategies aligned with customer goals. A proactive approach to identifying and driving expansion opportunities within accounts. Refined communication and collaboration abilities to seamlessly engage with both the Client Success and Renewals teams, fostering a synergistic environment for mutual achievement. Results-oriented mindset with a focus on achieving growth targets and customer satisfaction. Excellent written and verbal communication skills in [Language] and English. Willingness to embrace the best of both worlds with our hybrid work schedule. This role requires you to be in the office 3 days a week The ability to legally work in the country of hire is required for this position. What We Offer: Enjoy comprehensive paid time off that allows you to have an enhanced work-life balance 401K matching, life insurance, commuter benefits, and parental leave plans Excellent medical, dental, and vision options Collaborative, transparent and fun loving office culture Accelerated professional development and growth programs Compensation Overview: Competitive Compensation - Base Salary of $57,360-$67,500 USD per year + uncapped commissions [subject to the terms of the applicable commission plan]. Total compensation range for this position: $57,360-$112,500 USD per year. Where You'll Work: 419 7th Street, N.W. Washington, DC 20004 When You'll Join:2026 Our Story At Meltwater, we believe that when you have the right people in the right environment, great things happen. Our best-in-class technology empowers our 27,000 customers around the world to make better business decisions through data. But we can't do that without our global team of developers, innovators, problem-solvers, and high-performers who embrace challenges and find new solutions for our customers. Our award-winning global culture drives everything we do and creates an environment where our employees can make an impact, learn every day, feel a sense of belonging, and celebrate each other's successes along the way. We are innovators at the core who see the potential in people, ideas and technologies. Together, we challenge ourselves to go big, be bold, and build best-in-class solutions for our customers. We're proud of our diverse team of 2,200+ employees in 50 locations across 25 countries around the world. No matter where you are, you'll work with people who care about your success and get the support you need to unlock new heights in your career. We are Meltwater. Inspired by innovation, powered by people. Equal Employment Opportunity Statement Meltwater is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: At Meltwater, we are dedicated to fostering an inclusive and diverse workplace where every employee feels valued, respected, and empowered. We are committed to the principle of equal employment opportunity and strive to provide a work environment that is free from discrimination and harassment. All employment decisions at Meltwater are made based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, marital status, veteran status, or any other status protected by the applicable laws and regulations. Meltwater does not tolerate discrimination or harassment of any kind, and we actively promote a culture of respect, fairness, and inclusivity. We encourage applicants of all backgrounds, experiences, and abilities to apply and join us in our mission to drive innovation and make a positive impact in the world.
    $57.4k-112.5k yearly 6d ago
  • Merrill Market Client Relationship Manager

    Bank of America Corporation 4.7company rating

    Relationship manager job in Washington, DC

    Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40
    $65k-113k yearly est. 33d ago
  • Client Manager - US Large Market

    American Express 4.8company rating

    Relationship manager job in Washington, DC

    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 9d ago

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What are the top employers for relationship manager in DC?

Top 9 Relationship Manager companies in DC

  1. Grandbridge Real Estate Capital

  2. US Pharma Lab

  3. City First Bank of Dc

  4. Ghd Inc

  5. Citi

  6. Kaplan

  7. John F Kennedy Middle School

  8. The Kennedy Center Inc.

  9. TWM Executive Search

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