Relationship manager jobs in Doral, FL - 1,518 jobs

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth. What you have Required qualifications Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 63 license required A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) 3+ years' experience with customer service 3-5 years in a security/financial services capacity Preferred qualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skills Previous experience in a direct client-facing role Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 750,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world's leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data, and AI with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners, and communities. Visit us at ***************** . In Strategy & Consulting we work with C-suite executives, leaders, and boards of the world's leading organizations, helping them reinvent every part of their enterprise to drive greater growth, enhance competitiveness, implement operational improvements, reduce cost, deliver sustainable 360° stakeholder value, and set a new performance frontier for themselves and the industry in which they operate. Our deep industry and functional expertise is supported by proprietary assets and solutions that help organizations transform faster and become more resilient. Underpinned by technology, data, analytics, AI, change management, talent, and sustainability capabilities, our Strategy & Consulting services help architect and accelerate all aspects of an organization's total enterprise reinvention. Financial Services Payments Practice The Payments practice is a part of the Financial Services North America Banking Client Service Group, which provides consulting and outsourcing services to retail banking and payments clients throughout the U.S. and Canada. We serve more than 600 unique clients in 24 countries including banks, networks, merchants, and fin-techs, payment platforms. Accenture's North American Payments practice is responsible for driving Accenture's go-to-market strategies and offerings for our US and Canadian clients, bringing our best offerings and leveraging our global payment practices and experience. These offerings include: · Payment Innovation (e.g., digital payments, wallets, etc.) · Card Issuing · Retail Bank Payments · Commercial Cash Management, B2B, Corporate, and Transaction Banking and Payments As a Payments Consultant, you'll be dedicated to helping clients by designing and delivering strategic solutions that achieve compliance, mitigate risks, and seize revenue growth opportunities. Key Responsibilities: · Develop world-class business and technology solutions for Consumer and Commercial Payments clients across a wide range of payment methods. · Conduct operating model assessments (people, process, org) and client needs assessments. · Perform vendor assessment and due diligence of packaged platforms, e.g. Card platforms, Pricing & Profitability and Workflow solutions, Treasury Management portals · Participate in process design, requirements gathering, and functional design as part of Payments systems implementation engagements. · Serve as a business architect during client engagements. · Participate in the development of best-in-class, reusable assets. · Participate in business development to originate new client opportunities. · Must be willing to travel up to 80% (Monday - Thursday) Here's What You Need: · 5 + years of relevant experience in one or more specific payment areas in any of the following payment domains: o Card: Private label, Credit, Online Debit, Offline Debit, Prepaid, ATM, Acquirer/Issuer o Retail: P2P, Bill Payment, Mobile Payments, Electronic Bill Presentment, Micro Payments o Electronic: ACH, Domestic Wire, International Wire, Fedwire/CHIPS, SWIFT o Cash / Treasury Management: Sales, Relationship, Operations and/or Product Delivery · 5 + years' experience with consulting project delivery including managing or creating project deliverables, and managing projects within timelines and budgets within management consulting or industry experience within a large commercial bank or payment provider. Preferred Qualifications: · Industry experience within Consumer, Commercial or new payment flows. Demonstrated business and technology expertise across the end-to-end payment lifecycles and operating models · Successful track record of performing operating model design, business process design, and system functional design. · Experience with vendor platforms enabling seamless delivery of payments products is preferred. · Ability to develop and manage relationships with client management. · Payments industry expertise in alternative/emerging payments · Understanding of end-to-end payments lifecycle · Business Architecture - Applied in solution planning, and requirements definition and analysis · Baseline understanding of the principles of technology · Requirements Analysis · Functional Design · Professional Skills Required: · Proven ability to work independently and as a team member · Proven ability to work creatively and analytically in a problem-solving environment · Excellent leadership, communication (written and oral) and interpersonal skills Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (https://*****************/us-en/careers/local/total-rewards) Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (https://*****************/content/dam/accenture/final/accenture-com/document-3/Accenture-Equal-Employment-Opportunity-Statement.pdf#zoom=50) Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

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

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

A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business. Candidates should have over six years of experience in private banking, strong Spanish fluency, and relevant licenses. This position offers an opportunity to be part of a talented team and provides resources for career growth. #J-18808-Ljbffr

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

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

The 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 Florida. As a 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. Working with an energetic and high performing team, this position offers a variety of work and will see you involved in: 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. 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. 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 mid-tier companies, multinational corporations, and the like. 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 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. 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. Sell Customer Propositions: Use personal expertise to identify the complex standard products and/or services offered by the organization that meet the customer's needs, together with quantities and product configurations. 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 reduction) that gain the customer's agreement. 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. Promoting Customer Focus: Collaborate internally and work as the customer champion in cross-functional teams to build strong external customer relationships. Customer Relationship Management / Account Management: Develop and implement relationship management plans for complex existing 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. What you will bring to the Team: Bachelor's and/or Master's degree in Civil or Environmental Engineering Professional Engineer (PE) license in Florida a plus Minimum 20 years of experience in the water, wastewater process or conveyance infrastructure field Strong business development, proposal preparation, and marketing skills #LI-JK1 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, color, religion, genetic information, national origin, sex (including same sex), sexual orientation, gender identity, pregnancy, childbirth, or related medical conditions, age, disability or handicap, citizenship status, service member status, or any other category protected by federal, state, or local law.

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

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

We are seeking a dynamic and experienced Luxury Client Relationship Manager to join our Miami photography studio. As a Luxury Client Relationship Manager, you will be responsible for providing unparalleled service and building enduring relationships with our clientele. You will serve as the primary point of contact for our guests, delivering personalized experiences and ensuring their satisfaction at every touchpoint. KEY RESPONSIBILITIES 1. Client Engagement and Relationship Building: - Cultivate strong, trust-based relationships with guests through personalized interactions, understanding their unique preferences and expectations. - Serve as the main point of contact for guests, addressing inquiries, providing guidance, and offering bespoke solutions to meet their needs. 2. Exclusive Service Delivery: - Provide a white-glove experience to Nuovo guests, offering concierge-style services such as private consultations, and customized photography sessions tailored to their tastes and preferences. - Demonstrate expert knowledge of our photography services, including studio offerings, packages, and customization options, to deliver informed recommendations and advice. 3. Client Experience Enhancement: - Anticipate and exceed the evolving needs of clients, proactively offering innovative solutions and upscale experiences to enhance their overall photography studio experience. - Collaborate closely with clients to identify their unique needs and desires, offering bespoke solutions and personalized recommendations to meet their expectations. 4. Upselling and Revenue Generation: - Identify opportunities for upselling additional photography services, products, or packages to guests, maximizing revenue and profitability for the studio. - Handle high-value transactions with precision and attention to detail, ensuring a seamless and secure process for luxury purchases or investments. 5. Client Loyalty: - Continuously assess client satisfaction and feedback, seeking opportunities for improvement and refinement of services to enhance the overall luxury client experience. REQUIREMENTS Qualifications? - Proven experience (3+ years) in luxury client relationship management, preferably within the sales, hospitality, or luxury retail industry. - Exceptional interpersonal and communication skills, with the ability to build rapport and establish trust with clientele. - Strong sales acumen and negotiation skills, with a track record of driving revenue growth and achieving sales targets. - Impeccable attention to detail and organizational skills, with the ability to manage multiple client accounts and projects simultaneously. - Proficiency in Mac iOS systems. - Passion for photography, art, and lifestyle trends. - Availability to work evenings and weekends. BENEFITS Benefits? - Competitive commission-based salary, with an annual base salary of 52k - opportunity to earn 100k to 150k+; - Complimentary Nuovo shoot and beauty services - Full-time employer benefits: Complete Group Insurance Benefits Package, including life, dental, disability, spousal. Join Our Team: If you are a dynamic and results-driven professional with a passion for delivering exceptional service to luxury clientele, we invite you to join our team and be part of our commitment to excellence in photography studio experiences. Apply now to embark on a rewarding career creating impactful client experiences! Note: At Nuovo Photography, we celebrate diversity and are an equal opportunity employer. We encourage individuals of all backgrounds and experiences to apply. #NUOVOUS

NCC is a leader in providing award-winning software, credit and compliance solutions, and cutting-edge data to the automotive industry for over 30 years. Our solutions help dealerships streamline operations, enhance their finance and insurance (F&I) processes, and drive profitability. We are looking for individuals who thrive in a high-growth environment. The Dealer Relationship Manager understands each customer and their active services with NCC and determines the best approach to complement their existing workflow with additional NCC products. The Relationship Manager must ensure that each existing customer utilizes all products within the National Credit Center product offering and, if not, determine why and the resolution(s) needed to retain the client. What You Will Do: Maintain a detailed understanding of products and services, assist customers with questions, and suggest the best product offering. Maximize performance with all NCC products, promote the value of the current active product(s), and upsell additional services and offerings. Assess attrition reports to identify potential defecting accounts and execute a game plan to retain the business. Review customer account activity to identify accounts that may not be using NCC services to their volume potential and identify proactive solutions to drive results. Provide first line of contact and support to all clients and seek to improve all aspects of the customer experience with NCC. Proactively perform ongoing retention activities, including monthly calls and emails, and monitor usage reports to manage increases or declines. Assist customers as needed with setting up and navigating programs or software associated with a product during the first 90 days. Promotion of such usage may include, but not be limited to, regular contact with each user to confirm usage is taking place and proactively assist with the identification and/or resolution of all items that may contribute to minimal or no usage of NCC services. Leverage account segmentation to consistently exceed monthly revenue goals, achieve KPIs, and maintain an active pipeline What You Will Bring: Three years of experience in an Automotive Retail BDC or B2B Account Management role required. Knowledge of F&I required. 2+ years of proven KPI-driven cross-sell/upsell experience and ability to identify opportunities required. Excellent written, verbal, and telephone communication skills Excellent presentation skills What We Offer: Base plus uncapped commission - 96K OTE (60K base with 36k commission) 4-month ramp Commission paid monthly Short sales lifecycle Unlimited PTO Medical/Dental/Vision Interview Process: Culture Index Survey Recruiter Screen Video Interview w/Hiring Manager Video Interview w/Senior Leadership Offer About NCC For over 20 years, National Credit Center has been a leading provider of comprehensive data, software, and marketing solutions to dealerships nationwide to increase sales, drive user engagement, and improve operational efficiencies. Learn more about us on our website: ***************** #remote Texting Privacy Policy and Information: You may receive text messages regarding your application and potentially regarding interview scheduling. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes Message frequency will vary depending on the application process. Msg & data rates may apply. OPT out at any time by texting "Stop".

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

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

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

Scope of Responsibilities Responsible for acting as primary contact between Yacht clients and insurance carriers, and retaining Yacht clients through good customer service. Market new business and renewals on yachts. Must have strong Yacht experience both client and Market. Location Can work within any NSI South Florida Office Location Responsibilities 1. Act as primary contact between client and/or producers and insurance carriers, and apply knowledge of insurance policies and procedures to provide proper and effective service and responsible advice to all clients and/or producers. 2. Contact and visit assigned clients and/or producers within required time frames to evaluate client needs and make recommendations, present bid results, relate new product information and receive feedback on services. 3. Process new cases by requesting appropriate documentation from producers or clients as needed 4. Prepare all pertinent information, required documentation and correspondence to set up permanent case files and update the computer system. 5. Coordinate application process with producers or clients as needed. 6. Prepare and provide price quotes for all new and existing clients as needed. 7. Quote, bind and underwrite all renewal applications and new business in a timely and accurate manner. 8. Issue endorsements for all client policy changes. 9. Answer client inquires as needed. 10. Process claims as needed. 11. Prepare pre-renewal presentation materials and suggest or offer additional options or policies to clients and/or producers. 12. Review renewal actions and discuss with carriers, negotiate changes, draft renewal proposals and submit. 13. Document all telephone inquiries and pertinent policy information on computer system. Skills Oral and Written Communication Skills Customer Relations Organization and Project/Case Management Presentation Skills Time Management Education/Training Bachelors Degree Preferred Experience Minimum of 5 years Personal Lines Experience Minimum of 3 years Yachts Experience Certifications/Licenses Property & Casualty 220 License a must

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

About Us Lumina Agency Inc is a forward-thinking communications and branding firm dedicated to elevating the presence and voice of organizations across diverse industries. We blend strategic insight with creative precision to craft messaging that inspires, informs, and connects. Our team values innovation, clarity, and professionalism-delivering impactful communication solutions that drive meaningful results. Job Description We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In this role, you will serve as a trusted partner to clients, ensuring their needs are met, expectations exceeded, and long-term relationships strengthened. You will play a key role in representing our agency with professionalism while supporting day-to-day client communication, coordination, and satisfaction initiatives. Responsibilities Maintain strong, ongoing relationships with clients to ensure a positive and engaging experience. Act as the main point of contact for client inquiries, service updates, and project coordination. Monitor client satisfaction and identify opportunities for improvement or additional support. Prepare and deliver clear reports, updates, and documentation for internal and external stakeholders. Collaborate with internal teams to ensure smooth execution of client needs and service delivery. Assist in onboarding new clients and guiding them through initial processes and expectations. Support the development of strategies to enhance client retention and overall engagement. Qualifications Qualifications Strong communication and interpersonal skills with a client-focused mindset. Ability to manage multiple priorities with professionalism and attention to detail. Problem-solving attitude with the ability to think proactively and offer solutions. Organizational skills and the ability to maintain accurate records and correspondence. Confidence in collaborating with cross-functional teams to support client objectives. Additional Information Benefits Competitive salary range of $56,000 - $60,000 annually. Professional growth and advancement opportunities within the company. Skill development through ongoing training and internal support. Dynamic and supportive work environment. Comprehensive benefits package.