Relationship manager jobs in District of Columbia

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. Minimum Qualifications * 5+ years of experience with online advertising/online media * Bachelor's Degree * Advanced experience structuring and manipulating raw data into datasets for analysis * 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 * Proven track record in leveraging data, developing insight-backed hypotheses and driving learning plans to build compelling business cases * Proven track record in leveraging data to develop broader prototyping solutions for the entire team * Experience driving a book of business, increasing revenue and business performance * Experience delivering insights to both technical and non-technical audiences * Experience working across cross-functional teams * Experience influencing executives and clients * Experience navigating ambiguity with agility to effectively lead complex and changing priorities * Understanding of the technology landscape Preferred Qualifications * Experience working cross-functionally with Product teams to improve products features and functionalities * Knowledge and experience with data querying (e.g., SQL, advanced Excel/ Google Sheets) * Knowledge of statistics and experience with statistical packages such as R, SAS, or SPSS * Experience with Meta's full suite of advertising solutions * Experience with business case modeling and market/opportunity sizing Responsibilities * Act as a product & insights expert to identify and implement marketing solutions that drive measurable business results for our partners * Build and manage relationships with key clients and agency partners (media, creative, marketing partners, etc.) * 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 * Identify and lead new business opportunities through developing and driving strategic account plans to drive investment growth * Develop narratives and recommendations from custom analyses, build presentations, and present findings to business stakeholders * Design experimentation initiatives, develop experiment tracking, analyze results and present recommendations * Serve as external product consultant educating clients and agencies on product solutions and best practices, and ultimately grow existing business partnership * Drive proactive media & measurement strategy, implementation, and optimizations to increase performance and investments * Manage account operations (e.g. troubleshooting issues, account set up, etc.) * Work and collaborate across internal cross-functional teams to project manage complex workstreams * Travel as needed About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.

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

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.

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.

Job Description Senior Relationship Manager Washington, DC Top Secret Clearance Required The Senior Relationship Manager (SRM) is the point of contact for groups of internal and external partners at the FBI's Office of the Private Sector. This position is responsible for understanding partners' needs, gathering feedback, process analysis and improvement. The SRM is comfortable attending high level meetings and events and briefing senior leaders and executives. Position Responsibilities: Act as the primary point of contact (POC) for specific group of internal and external partners Build knowledge of government and private sector processes Appropriately direct partner questions or concerns to proper POCs Identify and anticipate potential connections or impacts to assigned partner group and working with management to message and/or address issues that arise Partner with other units to draft executive and high-profile materials, communications, products, etc. Gather and analyze partner feedback and input using electronic/telephonic surveys Analyze and craft recommendations around new processes/policies/tools based on feedback Develop and implement business processes to include but not be limited to membership, vetting, field partner identification, communication flows, and private sector campaign proposals Attend and support executive and high-profile in-person events and webinars Brief senior leaders and executives on program status Draft professional, polished and effective written messaging to internal and external stakeholders Required Skills and Experience: Bachelor's Degree. US Citizenship. Ten (10) or more years of relevant experience. Experience with the FBI preferred. Experience working at the highest levels of government organizations or private sector corporations (Capital Hill, Pentagon, DHS, etc). Experience providing expertise and customer service to customers and stakeholders. Exceptional verbal and written communications skills with emphasis on communicating detailed analysis, recommendation to customers, and executive-level briefings. Ability to navigate difficult conversations, and clear understanding of information boundaries. Experience working independently and in collaborative environments. Working proficiency with Microsoft Office Products (Excel, PowerPoint, Word) Physical Demands: Physical ability to stoop, kneel, bend, use a computer and perform light lifting of 11-25 pounds. Mental Demands: Relate to others in a friendly, courteous, and business-like manner Other examples: Attention to detail, learn new tasks, remember processes, maintain focus, complete tasks independently, make timely workflow decision, communicate effectively, complete task goals, problem solve, make decisions, supervise, interpret data, work in a highly stressful environment Strong skill set in time management and complex scheduling. Ability to work with minimal supervision and maximum accountability. Ability to work as a team member and work effectively with diverse people. Demonstrated ability to convey written information in a clear, concise, organized, and convincing manner for the intended audience, using correct English grammar, punctuation, and spelling. Required Security Clearance: Top Secret FLSA Class: Exempt EnProVera is an Affirmative Action and Equal Opportunity Employer and pledges to treat every associate and applicant with dignity and respect. EnProVera will hire, place, transfer, promote, recruit, advertise, solicit for employment, treat during employment, pay, and otherwise compensate, select for training, layoff, or discharge associates without regard to race, religion, color, age, sex, sexual orientation, gender identity, national origin, ancestry, genetic information, veteran status, physical or mental disability, or any other legally protected status, so long as the essential functions of the job can be performed with or without reasonable accommodation. #CJ

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

About Henricksen Henricksen (Itasca, IL) is a full-service contract furniture, flooring, and architectural products dealership specializing in office, healthcare, education, government, senior living, and hospitality spaces. In 1962, Henricksen opened its doors as a small, family-run dealership. Today, Henricksen is a leading national dealership with twelve offices in Illinois, Minnesota, New York, Pennsylvania, Tennessee, Washington DC, and Wisconsin, 300+ full-time employees, and annual sales of $300+ million. With 300+ manufacturer partnerships, Henricksen offers an array of products from systems furniture, casegoods, seating, lounge, and conference furnishings to architectural solutions including modular walls, flooring, lighting, sound masking, and technology equipment. Henricksen is one of the largest privately-owned dealer partners of HNI in the United States. HNI's furniture brands include Allsteel, Gunlocke, HBF, The HON Company, and Kimball International. Job Summary The Client Manager will serve as the main support to Account Executive and project team throughout the sales process. They will execute order management requirements for projects as a key collaborator across internal Customer Support team, vendors, and clients. They will act as the central hub that drives overall quality of project delivery, engagement, outcomes, and service. Responsibilities Project Relationship Management. Engage and execute work as directed and in alignment with project role, accountabilities, and core process. Serve as liaison between Account Executive and cross-functional team members (internal and external to the organization). Raise questions proactively to support and escalate issues as necessary. Maintain a comprehensive understanding of customer needs, corporate goals, business practices, and satisfaction/performance criteria. Contribute to overall client relations and ongoing relationships with client personnel and third parties (contractors, A&D firms, etc.). Order Entry and Management. Prepare quotes to clients using specification support software with accurate vendor discounts and Account Executive markups applied. Help with product specifications as necessary or in partnership with the design department. Place orders and maintain status reports. Maintain accountability for required client sign-off verifications. Reconcile manufacturer acknowledgments and vendor invoices. Stay connected with Account Executive, Designer, and Project Manager throughout the quote to order process. Ensure responsible close of sale by obtaining signed sales orders, client purchase orders, deposits, and terms & conditions as required. Logistics and Issue Resolution. Resolve punch-list issues, file freight claims, and place orders for replacement products. Maintain project workbook to ensure ongoing order organization and real-time communication. Identify and resolve issues throughout project implementation, ensuring client and organization satisfaction. Customer Service. Provide timely status reports, follow-ups, and responses to customer requests for products, services, and/or information. Work with service departments to develop service contracts for complex services or major projects. Maintain a professional and positive demeanor across situations, clients, and vendors. Communicate with transparency and professionalism across the project team to promote an exceptional client experience. Adapt to project and client needs in alignment with core process and service level expectations. People & Culture. Perform work and engage in support of organization culture and expectation. Establish and nurture inclusive relationships with colleagues and within project teams. Maintain accountability for ongoing learning and improvements required to perform job. Requirements Qualifications - Education + Experience Required High school diploma or equivalent required Proficient in Microsoft Office365 applications (including MS Word, Excel, and PowerPoint) Ability to take direction Detail and task-oriented with proven organizational and problem-solving skills Work independently and collaboratively in a fast-paced, deadline-driven, and team environment Strong customer service and interpersonal orientation Strong verbal and written communication skills Strong ability and willingness for continuous learning and professional development Preferred Knowledge working in 20/20 (CAP) Quoting, Team Design, Quantum and AS400 software programs Previous experience working in the contract furniture, design, or construction industries Exposure/Experience with bidding and quoting Additional Information Henricksen offers competitive wages based on skills and experience as well as comprehensive benefits packages. As an Equal Opportunity Employer, Henricksen is fully committed to cultivating an inclusive culture that integrates its Core Values in every action, every interaction, and every decision. Salary Description $70,000 - $90,000

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships. Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate Balance needs of clients with associated risks and interests of the firm Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field, or equivalent work experience Minimum of 3 years' managing clients >$10+MM revenue In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

National Journal is seeking an experienced and entrepreneurial Director of Client Partnerships to join our growing Membership team. This is an exciting opportunity to play a pivotal role in expanding our reach among leading corporations, trade associations, and nonprofits in Washington. National Journal Membership is a premier research and insights company committed to helping organizations effectively navigate Washington. Our mission is to equip thousands of government and business leaders in the nation's capital with the intelligence, insights, and connections they need to save time, increase efficiency, and deliver success. As we continue to expand our membership base, we are seeking a highly motivated and entrepreneurial Director of Client Partnerships to serve as a strategic advisor to senior leaders across the corporate, trade association, and nonprofit sectors. In this role, you will identify client needs, align them with National Journal's suite of innovative resources, and drive growth through strategic relationship-building, consultative selling, and business development. Why Join National Journal Membership? By joining National Journal Membership, you will be part of a dedicated team driving growth in our membership business. We provide high-quality work, white-glove service, and a range of time-saving tools, editorial content, and advisory services focused on the political and policy space. As a strategic advisor to our clients, you will have the opportunity to make a significant impact in shaping their success. Role and Responsibilities: As the Director of Client Partnerships, you will play a crucial role in driving the growth and expansion of National Journal's resources across the corporate government affairs and major trade association markets. Your primary responsibilities will include: * Serving as a consultative partner to prospective clients, understanding their challenges and identifying how National Journal Membership's suite of resources can address their needs. * Building and fostering relationships with senior government affairs leaders at corporations, trade associations, public affairs firms, and nonprofits. * Managing the entire sales cycle, from identifying new prospects to leading the membership sales pitch, follow-up, and closing new business. * Overseeing the outreach strategy, meeting pipeline, and day-to-day operations in partnership with a Membership Development Associate. * Achieving personal revenue goals by year's end while actively contributing to the overall team revenue goals. * Demonstrating strong organizational and operational skills, with meticulous attention to detail and effective use of data. Qualifications: To be successful in this role, the ideal candidate should possess the following qualifications: * 2-5 years of professional experience in relevant fields, such as account management, management consulting, fundraising, business development, and partnerships. * Highly motivated self-starter with an entrepreneurial spirit, capable of taking ownership and working independently to meet steep performance goals. * Excellent relationship-building skills, both with colleagues and clients. * Strong persuasive communication skills and consultative selling abilities, including the ability to create and deliver compelling arguments verbally and in writing. * Demonstrated poise and grace under pressure, with the ability to thrive in a fast-paced, dynamic environment. * Extraordinary organizational skills and meticulous attention to detail. * Bachelor's degree from an accredited college or university with a strong academic record. Start Date: Available immediately Employment Type: Full-time Compensation: The salary range for this role is $90,000-$100,000 in base (based on experience) with $30,000-$35,000 in OTE (on target earnings) and unlimited commission potential. Location: This job is based in Washington, DC. National Journal operates on a hybrid schedule, with employees required to be in the office every Tuesday, Wednesday, and Thursday. About Us Across National Journal Group, generally, the firm looks for two "pillar gifts" in you, and everyone else. In all of us, these are more aspirational than actual, but they are central in our intentions - * Force of Ideas: At the center of National Journal Group work are the ideas within our writing. We believe that ideas - to the good and not - have consequences. Our highest work is bringing rigor, insight, intellectual honesty, to that ultimate purpose of separating the bad from the good, and giving voice to the latter. * Spirit of Generosity: National Journal Group seeks in its ranks a spirit of generosity - a natural disposition in each colleague toward service and selfless conduct. National Journal Group writing should be cut from the same cloth -critical on the merits but informed by charity and forbearance in measuring motive and personal character. National Journal is an Equal Opportunity Employer. We do not discriminate against our applicants because of race, color, religion, sex (including gender identity, sexual orientation, and pregnancy), national origin, age, disability, veteran status, genetic information, or any other status protected by applicable law.

About this role: Wells Fargo is seeking a Senior Small 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: Onboard, manage, and grow account relationships with Small Business customers (defined as revenue of $1-25MM) within assigned portfolios Assess, through review and analysis of moderately complex data, the customer's financial needs and as needed, recommend an effective variety of financial products and services in order to help the customer succeed financially Develop exceptional customer relationships with a solid understanding of cash flow and small business operating cycle and how business products and services can support businesses in the portfolio Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk Effectively collaborate and consult with internal small business partners and stakeholders to independently resolve moderately complex customer or process issues and achieve small business goals Engage in prospect activities and employ contact strategies focused on generating new small business relationships Lead or participate in moderately complex initiatives and deliverables within small business and contribute to large-scale initiatives related to customer relationships and business growth 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 Business 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. $82,000.00 - $125,000.00 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: 5 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.

**Your role at Dynatrace** We are looking for a candidate to fill a newly created position as an Enterprise Acquisition Account Executive. In this role, you will drive sales growth through targeted acquisition efforts across various industry segments. It's all about a "land and expand" approach amongst enterprise-grade organizations. As part of your responsibilities, you'll oversee 0 to 2 existing customer accounts. Your focus will be on nurturing these relationships and expanding partnerships. Additionally, you'll engage with 35 to 40 potential customers, introducing them to our offerings. After successfully converting prospects, you'll have the chance to maintain those accounts and explore opportunities for upselling and cross selling our solutions. Additionally, you'll benefit from mentorship provided by our award-winning leadership team. Collaborating closely with our high-performing sales professionals, SDRs, and partners, you'll be on the path toward achieving ultimate success. **What you will be focusing on as an Enterprise Acquisition Account Executive:** + Execute on territory plans to deliver maximum revenue potential within a pool of broad, regionally focused accounts. + Collaborative pre-defined SE support based on region. + 0-2 customers, 35-40 prospects, with 40 total accounts. + Drive new logo customers, focusing on landing and expanding Dynatrace usage. + Consult with Vice President and C-level executives to develop and implement an effective enterprise-wide strategy that maximizes the value delivered by Dynatrace; position Dynatrace relative to the competition. + Generate velocity by establishing Dynatrace in new markets through product demonstrations, in-market events and account specific initiatives. + Develop a contact network within named accounts and channel partners to ensure Dynatrace can be sold broadly and effectively. + Work closely with Dynatrace functional areas such as sales engineering, marketing, legal, finance and other lines of business to develop and execute a solution strategy to meet customer business needs. + Ensure your customers' implementations are wildly successful. **What will help you succeed** **Preferred Requirements:** + You show a successful track record in Enterprise software sales across many business functions within the executive level of a customer. + You can manage sales cycles within complex organizations, while compressing decision cycles. + You have outstanding organizational and communication skills (written and oral, negotiation and presentations skills). + You are confident in building a diverse territory plan and have familiarity in leveraging a sales ecosystem. + You have proven experience in acquiring new business. + You thrive in high-velocity situations and can think/act with a sense of urgency. + You are a motivated and tenacious self-starter who consistently delivers high performance against quota, driven by VP- and C-level relationships. + You know how to build and execute business plans and sales plays. + You know how to collaborate and co-sell internally across all supporting resources to maximize your effectiveness and advance the sales process (familiar with MEDDPIC). + You are familiar with the observability and modern application market. **Why you will love being a Dynatracer** + Dynatrace is a leader in unified observability and security. + We provide a culture of excellence with competitive compensation packages designed to recognize and reward performance. + Our employees work with the largest cloud providers, including AWS, Microsoft, and Google Cloud, and other leading partners worldwide to create strategic alliances. + The Dynatrace platform uses cutting-edge technologies, including our own Davis hypermodal AI, to help our customers modernize and automate cloud operations, deliver software faster and more securely, and enable flawless digital experiences. + Over 50% of the Fortune 100 companies are current customers of Dynatrace. Dynatrace is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, gender identity, religion, national origin, ancestry, citizenship, physical abilities, age, sexual orientation, creed, disability status, veteran status, pregnancy, genetic status, or any other characteristic protected by law.

Account Manager - Light Industrial BH Job ID: BH-3385-2 SF Job Req ID: Account Manager, Light Industrial Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. Job Title: Account Manager - Light Industrial Location: Remote - Eastern Maryland and Washington, D.C. Area About Us: Imagine a company with technology leadership of over 160 years, yet it operates with the energy of a startup. Ingersoll Rand has dedicated itself to Making Life Better for its employees, customers, shareholders, and planets. We produce innovative and mission-critical flow creation and life science technologies - from compressors to precision handling of liquids, gases, and powers - to increase industrial productivity, efficiency, and sustainability. Supported by over 80+ brands, our products are used in various end-markets including life sciences, food and beverage, clean energy, industrial manufacturing, infrastructure, and more. Across the globe, we're driving growth with an entrepreneurial spirit and ownership mindset. Learn more at irco.com and join us to own your future. Job Summary: Our Ingersoll Rand's Compression Systems and Services Customer Center is hiring a Light Industrial Account Manager to join their team. In this role, you will be responsible for driving the Customer Center equipment sales and service activity for a specific territory. Traveling in a defined geographic area, this includes quoting, strategizing, prospecting, and developing relationships to achieve revenue targets, maximize profits, increase market share and maintain customer loyalty while achieving organizational goals. The position is a unique blend of supporting a major distributor and selling direct to customers. Responsibilities: * Generate Revenue - Responsible for generating sales of equipment, service contracts, and service offerings with our direct end users and partners selling to a defined customer base within a geographic area. Develop existing customer base and secure new, competitive accounts to expand IR presence in the market. Provide and design compressed air solutions to fulfill industrial customer needs. Products include compressed air equipment, accessories, turnkey installations, service contracts, parts, service, rental equipment and energy audits. Keep current with all product knowledge, industry standards and training needed. Execute strategy for continuous improvement and exceeding customer satisfaction. Achieve all assigned sales targets. * Develop People Capabilities - Provide selling skills and product/services training for dealer sales personnel (as required) as well as personnel within customer center. Partner with services team to best understand products and services and satisfy and anticipate customer's needs. * Manage Cash - Ensure that all orders obtained are error-free with correct customer documentation. Ensure resolution of all customer disputes. Manage all costs associated with selling efforts, including travel and entertainment expenditures. * Ensure adherence to safety rules (vehicle safety, customer site safety) in the field, as well as in the customer center. * Earn Customer loyalty by collaborating cross functionally. Leverage best support for customers by partnering with service team to help troubleshoot customer issues or offer unique solutions. * Maintain Customer Relationship Management database including face-to-face customer interactions, assets, agreements, contacts, and opportunities in order management system. Record order follow-up activities (e.g. delivery), reporting requirements (email) and database requirements. Provide feedback on market conditions. Responsible for driving and tracking sales pipeline of all account activity and daily reporting. Requirements: * Bachelor's Degree * 3+ years' of experience in an industrial sales business setting Core Competencies: * Excellent relationship-building and interpersonal skills, including verbal, written and presentation communication skills. * Establishes and builds solid relationships with customers, key institutions and team members * Honest, self-motivated and team oriented. * Able to work within a team environment and independently. * Mechanical and electrical expertise required. * Ability to assess customer needs, analyze and interpret, perform basic equipment performance calculations, and to recommend technical solutions * Tech savvy; knowledge of Salesforce preferred * Proven business and sales acumen, including the ability to prospect accounts, effectively navigate within a customer organization, value sell, and win competitive accounts * Must have excellent prioritization and time management skills Preferences: * Bachelor's degree in engineering, engineering technology, business or equivalent * Knowledge of Salesforce * Government contract experience Travel & Work Arrangements/Requirements: * Regional travel to customer sites is required within assigned geographic territory. * Must possess a valid driver's license for a minimum of 12 months, with no major or frequent traffic violations included, but not limited to: DUI in the previous 5 years, Hit & Run, License Suspension, Reckless/Careless Driving, Multiple smaller infractions or preventable collisions in the previous 3 years. Pay Range: The total pay range for this role, including incentive opportunities, is $60,000 to $250,000. The pay range takes into account a wide range of factors that include a candidate's skills; experience and training; licensure and certifications; and geographic location. Hired applicant will be eligible to receive annual bonuses and incentive compensation. What we Offer At Ingersoll Rand, we embrace a culture of personal ownership - taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond. Ingersoll Rand Inc. (NYSE:IR), driven by an entrepreneurial spirit and ownership mindset, is dedicated to helping make life better for our employees, customers and communities. Customers lean on us for our technology-driven excellence in mission-critical flow creation and industrial solutions across 40+ respected brands where our products and services excel in the most complex and harsh conditions. Our employees develop customers for life through their daily commitment to expertise, productivity and efficiency. For more information, visit ************* What We Offer At Ingersoll Rand, we embrace a culture of personal ownership - taking responsibility for our company, our communities, and our environment, as well as our individual health and well-being. Our comprehensive benefits package is designed to empower you with the tools and support necessary to take charge of your health, ensuring that together, we can continue to make life better. Our range of benefits includes health care options like medical and prescription plans, dental and vision coverage, as well as wellness programs. Additionally, we provide life insurance, a robust 401(k) plan, paid time off, and even an employee stock grant, among other offerings. These benefits are our commitment to you, so you can be your best at work and beyond. Ingersoll Rand is committed to achieving workforce diversity reflective of our communities. We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

Named Account Manager, Enterprise **************** Objective: In this key role, you will manage and drive direct sales engagements into a set of Named Accounts within your assigned territory. Responsibilities: Primary responsibility will be to create and implement territory plans focused on attaining deployments of Fortinet products and services to a set of assigned, existing accounts and new logo prospects, within your assigned territory. Develop executive relationships with key buyers and influencers and leverage these relationships to achieve quarterly sales goals. Generate a sales pipeline, qualify opportunities, and accurately forecast pipeline. Coordinate with appropriate internal groups to generate and deliver winning Contract Bids, Proposals and Statements of Work. Negotiate terms of business with clients to achieve win/win results that provide the basis for solid ongoing relationships. Understanding customer business goals and effectively translating the capabilities of Fortinet to help them achieve those goals. Required Skills Fully qualified, experienced sales professional that is forward thinking and has a professional understanding of the technology business sector. Minimum of 5+ years prior sales experience a must. Previous experience designing business plans and market strategies to increase sales. Proven ability to sell solutions. A proven track record of quota achievement and demonstrated career stability Excellent presentation skills to executives & individual contributors Excellent written and verbal communication skills A self-motivated, independent thinker that can move deals through the selling cycle Results-orientated, Self-starter, Hunter-type mentality. Candidate must thrive in a fast-paced, ever-changing environment. The Named Account Manager, Enterprise is required to spend more than 50% of their time outside of their office or home office engaged in selling, including travel as needed to make a sale. Education: BS or equivalent experience, graduate degree preferred #LI-EA1

About Us Diligent is the AI leader in governance, risk and compliance (GRC) SaaS solutions, helping more than 1 million users and 700,000 board members to clarify risk and elevate governance. The Diligent One Platform gives practitioners, the C-Suite and the board a consolidated view of their entire GRC practice so they can more effectively manage risk, build greater resilience and make better decisions, faster. At Diligent, we're building the future with people who think boldly and move fast. Whether you're designing systems that leverage large language models or part of a team reimaging workflows with AI, you'll help us unlock entirely new ways of working and thinking. Curiosity is in our DNA, we look for individuals willing to ask the big questions and experiment fearlessly - those who embrace change not as a challenge, but as an opportunity. The future belongs to those who keep learning, and we are building it together. At Diligent, you're not just building the future - you're an agent of positive change, joining a global community on a mission to make an impact. Learn more at diligent.com or follow us on LinkedIn and Facebook Position Overview The Account Manager I in our Mission-Driven Organization is focused on leading new sales in the public sector (K-12, community colleges, and local government). This individual will join an elite team of sales professionals who are intellectually curious, act as consultative advisors and are results driven. The Account Manager I is empowered to lead their territory and is responsible for exceeding new bookings revenue targets, driving year-over-year growth and defined OKRs. Success in this role stems from territory attack planning, strategic account management and strong solution-selling skills. Key Responsibilities * Lead sales with a consultative approach and Challenger mindsight. * Design and execute territory attack plans to expand market share, exceed revenue targets and drive YoY growth. * Build strong sales pipeline, from both marketing lead generation and self-prospecting efforts. * Lead with a disciplined sales process and management resulting in a predictable sales engine. * Ownership of territory through personal brand, awareness and thought leadership. * Achieve defined OKRs (Objective and Key Results). * Exceed new bookings revenue targets. Area of Focus * Develop an expert knowledge in Diligent's public sector industry SaaS offerings. * Apply the Challenger sales methodology during the sales process. * Understand customer needs and help develop solutions through the Company's offerings. * Utilize MEDDICC qualification framework throughout the sale process. * Present Diligent's solutions via in-person and web demonstrations. * Research and understand the market for Diligent's solutions, including competitor analysis to ensure client retention. * Prospect new leads to supplement inbound enquires and build upgrade pipeline. * Maintain detailed records in Salesforce and strong forecasting. * Leverage sales tools such as Gong.io, Salesforce, LinkedIn Sales Navigator, SalesLoft, and Outreach to continually improve skills and development. * Effectively leverage company resources in supporting sales and campaigns. * Marketing, sales development, customer success, support, engineering, professional services, and executives. * Provide constant feedback on product, design, marketing, and customer/market behaviors to support our innovation and delivery of leading solutions and experiences for our customers. Required Experience/Skills * Minimum 2 years SaaS sales experience with a demonstrated track record of exceeding revenue targets. * Excellent prospecting skills and experience with outreach campaigns and cold calling. * Experience managing a sales pipeline and leading multiple opportunities simultaneously. * Comfort applying Challenger Sales principles during a sales process. * Proven ability to take complex problems and deliver simple solutions. * Outstanding communication and presentation skills, both verbal and written. * Familiarity with modern sales engagement and automation tools such as LinkedIn Sales Navigator, SalesLoft, and Salesforce. * Bachelor's degree or equivalent. U.S pay range $60,000-$72,000 USD What Diligent Offers You * Creativity is ingrained in our culture. We are innovative collaborators by nature. We thrive in exploring how things can be differently both in our internal processes and to help our clients * We care about our people. Diligent offers a flexible work environment, global days of service, comprehensive health benefits, meeting free days, generous time off policy and wellness programs to name a few * We have teams all over the world. We may be headquartered in New York City, but we have office hubs in Washington D.C., Vancouver, London, Galway, Budapest, Munich, Bengaluru, Singapore, and Sydney. * Diversity is important to us. Growing, maintaining and promoting a diverse team is a top priority for us. We foster and encourage diversity through our Employee Resource Groups and provide access to resources and education to support the education of our team, facilitate dialogue, and foster understanding. Diligent created the modern governance movement. Our world-changing idea is to empower leaders with the technology, insights and connections they need to drive greater impact and accountability - to lead with purpose. Our employees are passionate, smart, and creative people who not only want to help build the software company of the future, but who want to make the world a more sustainable, equitable and better place. Headquartered in New York, Diligent has offices in Washington D.C., London, Galway, Budapest, Vancouver, Bengaluru, Munich, Singapore and Sydney. To foster strong collaboration and connection, this role will follow a hybrid work model. If you are within a commuting distance to one of our Diligent office locations, you will be expected to work onsite at least 50% of the time. We believe that in-person engagement helps drive innovation, teamwork, and a strong sense of community. We are a drug free workplace. Diligent is proud to be an equal opportunity employer. We do not discriminate based on race, color, religious creed, sex, national origin, ancestry, citizenship status, pregnancy, childbirth, physical disability, mental disability, age, military status, protected veteran status, marital status, registered domestic partner or civil union status, gender (including sex stereotyping and gender identity or expression), medical condition (including, but not limited to, cancer related or HIV/AIDS related), genetic information, or sexual orientation in accordance with applicable federal, state and local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. See also Diligent's EEO Policy and Know Your Rights. We are committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, you may contact us at ************************. To all recruitment agencies: Diligent does not accept unsolicited agency resumes. Please do not forward resumes to our jobs alias, Diligent employees or any other organization location. Diligent is not responsible for any fees related to unsolicited resumes.

Key Responsibilities: Sales & Business Development Establish and grow relationships with General Contractors, sub-contractors, and construction decision-makers to drive sales of pre-fabricated and modular casework solutions . Identify and pursue new business opportunities by networking, attending industry events, and leveraging existing relationships in the construction space. Develop a go-to-market strategy in collaboration with internal stakeholders to establish MOI as a preferred provider of customizable prefabricated casework solutions . Technical Sales & Solution Development Understand project specifications, material requirements, and construction workflows to provide technical guidance and customized solutions to GCs. Work closely with designers, project managers, and estimators to develop proposals and bids that align with client needs and project budgets. Collaborate with internal engineering and manufacturing teams to ensure feasibility, cost-effectiveness, and delivery of customized casework solutions. Educate clients on the advantages of pre-fabricated vs. traditional millwork , including cost savings, efficiency, and sustainability benefits. Project & Relationship Management Act as the primary point of contact for GCs and subcontractors throughout the project lifecycle, ensuring smooth coordination from design through installation. Provide ongoing support to clients, addressing concerns, troubleshooting issues, and ensuring satisfaction with delivered solutions. Maintain a deep understanding of market trends, competitor offerings, and advancements in prefabrication and modular construction to keep MOI at the forefront of innovation. Qualifications & Experience: 3+ years of experience in business development, sales, or project management within the construction, subcontracting, millwork, or prefabrication industries. Strong knowledge of General Contractor workflows, bid processes, and subcontractor relationships . Experience in technical sales or solution-based selling , preferably with prefabricated construction materials, casework, millwork, or related products. Familiarity with construction documentation, blueprints, and CAD/BIM software is a plus. Ability to work independently to build a business unit while collaborating with cross-functional teams to execute projects successfully. Strong communication, negotiation, and presentation skills with the ability to influence and educate GCs on new construction methodologies . Pay: $70,000 to $90,000 annually with commission. Benefits: You will be eligible to participate in the benefit programs offered to all full-time regular employees including medical/dental/vision insurance,life insurance, long term disability insurance, vacation, paid holidays, paid parental leave for eligible and FMLA-eligible employees, matching 401(k) plan, Employee Stock Ownership Plan (ESOP), and other benefits. Physical Demands: While performing the duties of this job, the employee is regularly required to stand, walk; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee must regularly lift and/or move up to 5 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus. Ability to perform the essential functions of the job with or without reasonable accommodation. Working Conditions: General office environment. Work is generally sedentary in nature but may require standing and walking for up to 10% of the time. The working environment is generally favorable. Lighting and temperature are adequate, and there are no hazardous or unpleasant conditions caused by noise, dust, etc. Work is generally performed within an office environment, with standard office equipment available. ***All MOI hires are contingent upon successfully passing a background check and drug screen. Additionally, employment with MOI is contingent upon providing proof of eligibility to work in the United States.*** MOI is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law.

Job Description Based in Washington, D.C., Quorum is a fast-growing software company and is the leading provider of workflow software and information services for government affairs professionals across the corporations, non-profits, associations, and governmental end-markets. Quorum allows users to manage stakeholder engagement, launch grassroots advocacy campaigns, and track legislative activity at all levels of government, including federal, state and local. Quorum provides mission-critical solutions to public affairs professionals for their work in Congress, all 50 state legislatures, major U.S. cities, the European Union, and 30+ countries around the globe. Quorum serves over 2,000 customers globally including over 50% of the Fortune 100, and has over 350 team members across the globe. As a PAC Account Manager for Quorum's Political Action Committee (PAC) product line, you will drive product adoption and build Trusted Advisor relationships with your PAC customers. You will manage a large and diverse portfolio of accounts, working to achieve business goals and program impact for your customers while driving retention and revenue growth for Quorum through renewals and expansion efforts. This role will be responsible for ensuring an optimal customer experience, fostering positive outcomes, and identifying opportunities to expand the use of Quorum's PAC solutions. Responsibilities Client Relationship Management: Build and maintain strong, long-lasting relationships with PAC customers by understanding their needs, business objectives, and challenges as their Trusted Advisor. Customer Success: Ensure PAC clients fully utilize our platform and achieve measurable outcomes; provide training, coaching, and guidance to help them derive maximum value from our products. Account Growth: Identify, sell, and close opportunities to expand the use of Quorum's PAC solutions within your portfolio. Issue Resolution: Serve as the primary point of contact for PAC customer issues, coordinating with other Quorum teams to ensure timely resolution and client satisfaction. Retention: Proactively minimize churn by addressing customer concerns, demonstrating value achievement, and fostering loyalty and advocacy among PAC customers. Reporting & Analysis: Monitor account performance, track key metrics, and prepare reports for clients and internal stakeholders to highlight successes and identify areas for improvement. Collaboration: Partner with teams across Revenue, Product, and Dev Engineering to align on customer strategies, feedback, and opportunities for product enhancement. Market Intelligence: Stay informed about industry trends, competitors, and emerging technologies to better serve PAC clients and identify new opportunities. Required Qualifications 2+ years of experience working with a Political Action Committee (PAC), a PAC software vendor, a PAC services provider, or in a fundraising/political role (required). Proven track record of building Trusted Advisor relationships with customers or stakeholders. Confident in running customer meetings with C-Suite executives to articulate value and define customer goals for their Quorum software. Advanced understanding of all Quorum PAC-related products and a strong ability to exemplify the team's purpose. Excellent communication, negotiation, and presentation skills. Strong problem-solving skills and a customer-centric mindset. Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment. Track record of driving customer value that results in retention and expansion, including successfully executing turnarounds on high-risk accounts. Demonstrated ability to build loyal brand advocates willing to provide references and referrals. Passion for technology and teaching others how to leverage it to achieve their goals. Empathy for others' unique situations, naturally channeling it into advocacy. Commitment to building and maintaining a diverse and inclusive team environment. Excitement about having a positive impact on politics, with possible experience on political campaigns. About the Account Management Team We're responsible for ensuring that clients have an amazing experience with Quorum. We provide team and individual product demonstrations and trainings that promote best practices in the government affairs space. We are dedicated to every user's success and address challenges quickly and creatively. We act as staunch advocates for our clients, including identifying and responding to diverse client use cases. We take pride in developing personal relationships with our users and our team. We regularly support one another to ensure the success of our team and our clients. We're very close as a company-we work together, hang out together, and we value each others' ideas and input. Our Work Environment We are a remote-friendly team with flexible work options: work remotely or, if you're in the area, choose to visit our vibrant, sunlit space in our modern, open-concept office in Washington, D.C. Our office building is located in the heart of downtown DC, easily accessible by metro, bus, and rideshares. It is also in close proximity to great restaurants, food trucks, shopping, and popular happy hour spots. Do you want to learn what it's like to have a real impact at a fast-growing company that is changing the way the advocacy process works? If so, drop us a line. We'd love to talk to you! Compensation OTE: $72,500 - $92,500 + additional compensation incentives based on performance Benefits Flexible Paid Time Off Paid Company holidays plus additional company-wide days off for team members to rest and recharge Four Day Weekends for President's Day, Memorial Day, Fourth of July and Labor Day Free Subscription to the Calm App Free Subscription to LinkedIn Learning to support professional development Invest in Yourself Days - one designated day per quarter is dedicated to your professional development! One-time Work from Home Stipend 401k match Choice of trans-inclusive medical, dental, and vision insurance plan options Virtual and in-person team events Bright sunlit open office concept with your own dedicated desk (if you want it) Inclusion & Diversity Affinity Groups to support belonging 12 weeks paid parental leave Quorum Is Working to Advance Pay Equity: What Does That Mean For You? In an effort to continue to build a diverse and inclusive work environment that advances pay equity, Quorum has implemented a "No Negotiation" policy for base salary for new hires for roles that are currently staffed by three or more team members. This means that candidates for the PAC Account Manager role cannot negotiate Quorum's base salary offer. Here's our promise to you: We will not ask you what you are currently earning. We will consider years of relevant experience, relevant professional certifications/education, and performance expectations in setting what we believe is a competitive, fair base salary offer. We will be transparent about our compensation structure (see above) so that all candidates have equal access to compensation information and can make an informed decision about whether or not Quorum is the right workplace for them. If you are interested in learning more about how negotiation impacts pay equity and/or why other start-ups have decided to implement a "No Negotiation" policy of some type, here are a few resources: Project Include, AAUW, Ministry for Women, Magoosh. Note: Quorum does not endorse or verify any of the information provided in the resources on the impact of negotiation on pay equity. We provide these resources simply to increase awareness of a topic we believe is important for both employers and candidates to consider. We comply with all requirements for US government federal contractors issued by the OFCCP, IFR, and the terms of our government contracts. EEO/AA/F/M/Vet/Disabled We are currently hiring for this position in the following states: AZ, DE, DC, FL, GA, IL, KS, KY, LA, ME, MD, MA, MI, MO, MT, NE, NJ, NC, OH, PA, SC, TN, TX, VT, VA, WV.

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:** $85,000/year to $126,000/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.

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.

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