Relationship manager jobs in Fairfield, CT

Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities: You must have two years prior B2B sales success selling commodities into a highly competitive market. Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”. Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required. Familiarity with NetSuite ERP is helpful but not required. This position requires you to work in an office 5 days a week in Congers, NY. Job type: Full time Benefits Great medical, dental & vision benefits 401(k) matching program Generous paid time off and holiday policies Team-first mindset Career growth opportunities _________________ We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************

Sales Manager - Transportation & Logistics Adecco Client Opportunity Our client is expanding their transportation division and is seeking an experienced Sales Manager with a strong background in LTL and FTL services. This role will be responsible for developing the commercial strategy, building a sales team, and driving revenue growth within the NY and NJ market. Position Overview The Sales Manager will establish the foundation for a new sales function focused on transportation services. This includes designing sales processes, defining market direction, building new customer relationships, and developing scalable commercial solutions. The ideal candidate has previous experience building a transportation sales organization and leading high-performance teams. Key Responsibilities Build a commercial strategy for transportation services including pricing, market segmentation, and target accounts Lead recruiting efforts for the sales team and provide ongoing coaching and development Establish repeatable sales processes and customer engagement workflows Develop relationships with shippers and secure new transportation business across LTL and FTL Lead contract negotiations focused on profitable growth Collaborate closely with operations to ensure smooth service execution Evaluate industry pricing trends and market activity to refine commercial strategies Create reporting tools, KPIs, and performance dashboards for sales metrics Ensure compliance with transportation regulations and internal commercial guidelines Required Experience Experience building or scaling a transportation sales function Proven ability to recruit, train, and manage sales professionals Strong background negotiating transportation agreements with shippers Able to balance strategic planning with active sales execution Skilled in CRM platforms, sales workflow management, and TMS tools Qualifications Bachelor's degree in Business, Logistics, Supply Chain, or related area (MBA a plus) 7+ years selling transportation services (LTL and FTL required) 3+ years in a sales leadership role Demonstrated success achieving revenue targets and developing new business Solid understanding of pricing models, freight networks, and industry regulations This position will have direct impact on shaping the transportation sales direction, establishing processes, and driving long-term commercial success. It offers substantial ownership and the opportunity to build something from the ground up.

Our client is a leading service company that provides fire protection and safety services to commercial and industrial clients across the region. The company generates $25M+ in revenue and is on a fast growth trajectory toward $100M in the next few years, including expansion into new states! We're looking to hire an experienced Sales Manager to lead and scale the outside and inside sales teams, implement strong processes, and drive revenue growth. Highlights: Build and lead a high-performing sales team Seat at the management table Cross-functional collaboration across three business units Resources are available- scale and experiment without limits Strong Compensation Package - tailored to you! Office in Cheshire, CT (3+ days per week in-office) with hybrid flexibility Responsibilities: Hire, train, and manage outside sales reps ($600k-$800k each in recurring revenue) Drive cross-sells and upsells across 4,500+ customers Implement CRM, refine processes, and set team goals Support territory expansion and acquisitions Hands-on ride-alongs Qualifications: 5-10+ years sales management Experience in transactional/volume sales environments Strong process and tech skills (CRM, ERP, workflow management) Service-based, recurring revenue sales experience Must have a "Roll-up-your-sleeves" mentality Comfortable with both strategy and hands-on execution

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Work location: Rye Brook, NY Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications. Role Summary: Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products. Key Skills: * Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client. * Communication - strong verbal and written skills * Multi-tasking - staying on top of multiple priorities with varying deadlines. * Process orientation - being able to adhere to the bank's policies and processes for task completion. * Being proactive - taking initiative and responsibility to resolve client problems under limited supervision. Technology Strengths: * Microsoft Outlook: primary communication method for internal and external clients * Microsoft Word: drafting customer correspondence or memos * Microsoft Excel: creating or updating client statements. * Salesforce and nCino knowledge are a plus. Must-Haves: * At least 6 years banking experience - preferably in a business/commercial banking or private client setting * A "can-do" attitude * The desire to learn and grow in a fast-moving organization. * The ability to occasionally travel to different work locations and client locations. Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

Description: Relationship Manager, Trust Investment Solutions Midwest Advisors, a nationally recognized investment advisory firm, is seeking to hire an experienced Relationship Manager. We offer the opportunity to join a fast-growing business unit, competitive salary, incentives, participation in a bonus pool and an outstanding benefits package. Job Description: The Relationship Manager is responsible for building strong relationships with the Trust Investment Solutions team's clients. This team delivers the firm's fiduciary-quality investment solutions and white-glove supporting services to community bank trust departments and independent trust companies throughout the country. We are seeking an ambitious and experienced professional who will utilize superior client service and relationship building skills to retain and grow existing and new client relationships. This role is multi-faceted and requires a willingness to collaborate with a range of investment professionals within the firm to deliver our client-focused investment solutions and supporting services. This role is consultative in nature as it is focused on understanding each client's unique needs and developing a comprehensive plan to address their current and future business needs. The Relationship Manager has the opportunity to leverage the team's exceptional reputation and experience in the industry to serve as a trusted resource for our clients. Must be able to develop and implement strategies to enhance client retention and sustainable growth through exceptional service and proactive communication. Success in this role is measured by the ability to help our clients serve their existing clients and grow their business. Requirements: Qualifications: · Bachelor's degree · 5-10+ years of relationship management experience in the financial services industry · Extensive investment knowledge · Strong time management and organization skills · Excellent communication skills - interpersonal, verbal and written · Strong work ethic - honest, reliable and disciplined · Willingness to travel; Core hours are standard · Proficient in Microsoft Office and CRM-related software Work Schedule Expectations: 1. This is a full-time exempt position with a professional-level work schedule equivalent to 40 hours per week, generally aligned to Monday through Friday, standard business hours (e.g., 8:00 a.m. - 5:00 p.m.). Due to the client-facing nature of Trust & Fiduciary Services, the position requires flexibility in scheduling, including adjusting hours as needed to meet client deadlines, attend meetings, or manage complex trust matters. 2. The role requires periodic travel to client sites, referral partners, and company offices. 3. Occasional early morning, evening, or limited weekend availability may be required for client meetings or events. 4. Actual hours worked may vary depending on business demands, but exempt status means the role is not eligible for overtime compensation. Firm Description: Founded in 1966, Midwest Advisors is an independent, privately-owned, fee-based registered investment advisor (RIA) which provides fiduciary-quality investment solutions to a broad range of clients. Please visit our website at *********************** to learn more about the firm, our team and our services.

Job Title: Branch Relationship Manager (Bi-Lingual) Summary: The Branch Relationship Manager is responsible for successfully leading their branch sales and relationship building, including its daily operations, service quality, and financial performance. Works with group leaders and assigned staff members with service as a Bank-wide focus. Key responsibilities include, team leadership, meeting/exceeding branch performance goals, managing all aspects of branch operations, maintaining a high level of service quality, producing accurate branch service quality, producing accurate branch reporting, branch compliance, branch security, assisting with sales/marketing activities and maintaining branch condition. Branch and Personal Sales Performance Goals/Reporting Achieve branch goals for customer satisfaction, account openings, deposit growth, loan origination, and referrals Provide sales support to team utilizing sales coaching techniques to ensure established branch goals are attained Open, cross sell, maintains existing accounts and products to new and existing customers; monitor sales for team daily Take a proactive sales and service approach by following up with customers, making calls with an emphasis on setting appointments for other financial needs. Assist in outside sales calls on local businesses as needed. Work with assigned Community Development Manager, Mortgage, Commercial and Investment Representatives to meet required monthly referral goals Review and monitor referrals in CRM and Excel Proactively notify Retail Branch Support Manager of situations related to personnel, customers, competition and market trends that have the potential to affect future performance Prepare and implement a cross-training plan with each staff member on products and services. Work with staff on making recommendations for customers by using open-ended questions. Expands branch network and sales opportunities by developing relationships with individuals and businesses throughout the community Obtains appropriate approval for customer exceptions as required by the bank policy Conduct bi-weekly one-on-one meetings with each employee to assess development needs HR Management Functions Partner with Branch Support Manager and HR in the interviewing process of new hire candidates Monitor all performance and conduct periodic performance reviews/coaching sessions for staff members; review, approve performance reviews for direct and indirect reports Complete performance reviews on time for each direct and indirect report. Submit to Branch Support Manager, or SVP Retail Banking for approval and delivery Review incentive compensation for accuracy and communicate with employees on their progress Add and review team feedback and provide action plans or performance improvement plans as needed Review staffing needs to make sure branch is staffed properly during peak hours Manage employee time and attendance by verifying time worked and approving time cards before weekly cutoff Assist and support other branches for staffing as needed Team Leadership/General Management Follow all Bank policies/procedures Is aware of and complies with CRA guidelines and policies, ethics policy, and the bank's non-discrimination policy; complies with banking regulations Comply with all daily, monthly and quarterly security procedures Perform and/or assist with all branch audits such as semi-annual Branch audit, safe deposit box audit, teller cashbox audits, marketing audits, etc. Comply with BSA requirements relating to Suspicious Activity Reporting, Currency Transaction Reporting, OFAC and red flags Coach staff to provide consistent customer service and how to recognize sales and cross-selling opportunities Provide a minimum of one piece of valuable feedback in Threads two times quarterly for a team member or business partner Consistently read feedback and follow up with relevant training, mentoring, encouragement and accountability for individuals on their team Always demonstrates Banks Core Values Assist fellow employees with enthusiasm and motivation Maintains neat work area, follows the Banks Clean Desk Policy and assists team members to do the same Strike a balance between individual work and delegation of assignments Service/Branch Operations Supervise the day-to-day operations of the Branch and ensures all team members have adequate skills and product knowledge Delegate responsibilities and performing scheduling to efficiently service customer requests and manage periods of heavy traffic at the branch Monitor team performance related to outstanding service that achieves high customer satisfaction and builds strong, long-term customer relationships Maintain the condition of branch building and equipment, such as ATM's, including cleanliness, security and maintenance Monitor customer complaints and record in the Complaint Tracker with resolution; provide reminders and training when needed for staff to bring complaints forward and track accordingly Assist branch employees when needed Provide on the spot customer service coaching as needed to assist team member with prof

Job Description We are looking for a Client Facing Jr. Relationship Manager at our smaller office in Newtown, CT. Salary + bonus $60-85k, +15% commission. This position offers direct, defined path to grow in Financial Services. Beginning with 2 months of training you'll be given a book of business to manage comprised of established clients nationwide that is yours to grow and handle as you see fit with significant upside potential. This is open to training the right individual who is coming from Operations in Financial services non-client facing who wants a client facing position. You'll have the opportunity to work supporting the senior stakeholders at institutional clients nationwide. This firm is one of the leading providers of tech-enabled deposit and cash management strategies, serving banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions nationwide, with over $22B AUM. They are employed owned since 2003, innovative and named one of the "Best Places to Work in FinTech" by American Banker in 2024. This job will be based in one of the firms' offices in Northern Fairfield County Salary & bonus dependent on experience. Superb benefits and flexible schedule Requirements: Bachelor's degree: Economics or Finance a plus Must be willing to travel to and be based out their Northern Fairfield County office Knowledge of fixed income markets, and familiarity with US short-term rate policy, a plus Must be articulate, polished, and able to present to senior stakeholders Willingness to travel to clients once per month. Job Posted by ApplicantPro

Job Type: Salaried, Full Time 40 Hours Bank Hours: Monday, Tuesday, Wednesday 9a - 3p Thursday 9a - 5p Friday 9a - 4p Saturday 9a - 12p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Relationship Manager, you are responsible for: Provide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank's products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability. Responsibilities: Ensure service standards are continually achieved in areas of responsibility. Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth. Lead, influence, and proactively work with other department partners to develop market areas. Effectively demonstrate knowledge of all bank products and services to identify and satisfy customer needs successfully. Interview loan applicants and process and close consumer, mortgage, and commercial loans under the direction of the Loan Officer. Exercise administrative control over budget, audit, policy, and procedure issues. Develop and promote Bank services and products. Open accounts, cross-sell products and services and make referrals when appropriate. Ensure that the Bank's security and loss prevention policies and procedures are carried out within the branch. Prepare and review performance evaluations and support employee performance objectives to develop staff to their fullest potential. Participate in Banking and civic organizations to promote the Bank's image and visibility within the community. Ensure a high level of customer service by branch staff. Responsible for branch and employee goal attainment, which supports corporate goals and objectives. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number. Compliance Maintain working knowledge of Bank policies and procedures, State and Federal laws and regulations. Responsible for compliance regulations related to this position and receiving appropriate training including but not limited to: Bank Secrecy Act (BSA) Office of Foreign Assets Control (OFAC) USA Patriot Act All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheet. Education and Qualifications: Three to Five years of retail banking with supervisory or management experience or some comparable combination of education and experience. A proven track record of high performance, including Small Business acquisition and cross-partner referrals. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion 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, disability status, or veteran status.

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. 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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

Job Description World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary Independently leads client service including ALL primary activities listed below. Acts autonomously on most decisions without guidance or direction AND delivers renewal messaging for most clients within book of business. Uses judgment on more manual renewals to execute on service plan. Has deep understanding of markets to make informed recommendations to clients. May also perform activities in Other Responsibilities, but majority of day-to-day is spent in the Primary Activities. Primary Responsibilities Primary Activities (60% or more of time) Evaluates exposures and renewal quote Review upcoming renewals and determine which accounts warrant remarket Make coverage recommendations Utilize comparative rater tool to obtain quotes Transact agency billing (where applicable) Obtain signed binding and notifies carriers Reviews binding documents for accuracy Contract Reviews Responsible for rounding out accounts and “Selling all of World” Other Responsibilities, as applicable Setup and maintain accurate account details, contacts, and policy information in EPIC Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance Attach, organize, and name documents in EPIC Initiate endorsements, proofs of insurance and invoices Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc. Create activities in EPIC and assign to applicable team member May be responsible for pulling items such as MVR, CLUES, Risk Meters, RCE etc. Position Specific Skills/Qualifications Work Experience 3+ Years' experience in Personal Property & Casualty with a comprehensive understanding of insurance coverages. Professional Licenses/Certifications Must hold state Property & Casualty insurance license Essential Skills/Competencies Must be proficient in Excel (specifically Excel formulas, charts and tables); Word, and other MS office Products. Able to understand new technology platforms quickly Proficient in agency management systems and carrier sites Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues. Able to work in a team environment. Easily gains the trust and support of peers. Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert. Work output is consistent and accurate. Highly detailed and organized. Able to apply these skills in a fast-paced environment. Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service. Education High School Diploma or Equivalent Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. #LI-HZ1 Powered by JazzHR S9qtAzlVyC

Job Description Since our founding in 2012, Lotlinx has consistently pioneered advancements in the automotive landscape. We specialize in empowering automobile dealers and manufacturers by providing cutting-edge data and technology, delivering a distinct market advantage for every single vehicle transaction. Today, we stand as the foremost automotive AI and machine learning powered technology, excelling in digital marketing, risk management, and strategic inventory management. Lotlinx provides employees with a dynamic work environment that is challenging, team-oriented, and full of passionate people. We offer great incentives to our employees, such as competitive compensation and benefits, flex time off, and career development opportunities. Job Summary The Dealer Success Manager supports our dealer base. They are responsible for interfacing with our dealers to build relationships, drive adoption of our platforms and our tools, and use data to recommend inventory strategies for success. They will generate new business and upsell our current customer base. Must be based in/near Long Island or Queens. Key Responsibilities Build and Maintain Relationships: Foster strong, long-term relationships with active dealers through weekly calls, monthly performance reviews communication and problem solving skills, providing tailored solutions for dealer success. Serve as an Ambassador: Educate dealers on Lotlinx products, company, and best practices including risk inventory, channel marketing and market trends Customer Success Reporting: Conduct regular meetings using data and reports (weekly, quarterly) to ensure optimal use of our platform, and setting up strategic campaigns to achieve dealer goals. Retention and Churn: Assess and manage risks for each dealer to proactively prevent churn, driving retention and growing revenue. Product/Service Updates: Identify and prioritize updates based on dealer feedback, industry trends, market dynamics, and competitor analysis using our tools. New Business: Generate sales with new dealerships, increase our market penetration, and contribute revenue. Current Customer Growth: Meet or exceed sales goals within an assigned book of business. Independently grow an assigned book of business Qualifications Bachelor's degree or equivalent experience 5+ years of sales experience preferred Experience with presentation tools, Salesforce, and Outreach Proven track record of sales success Experience in the automotive industry is required Existing in-market dealer relationships highly preferred What We Are Looking For? Proven Relationship Management: Proven track record of managing dealer relationships; dealer principles, dealer groups Tech-Savvy: Ability to understand, interpret, and present data effectively using a consultative approach. Quick Learner: Ability to grasp new concepts quickly, maintain an open mind for change, and proactively solve problems. Excellent Communication: Strong communication and presentation skills, with a focus on listening for understanding and influencing outcomes. Client Service Excellence: Proven track record of delivering outstanding client service. Leadership Engagement: Expertise in interfacing with client contacts at various leadership levels. Technical Presentation: Ability to effectively present Lotlinx platform and technology and respond to client requirements and requests with urgency. Client Standards Understanding: Capacity to educate and consult with dealers and requirements related to offered products, features, and solutions. Internal Communication: Ability to communicate client requirements to internal teams with urgency to ensure alignment. High Integrity and Work Ethic: Self-starter with a strong work ethic, high energy levels, and a commitment to integrity. Pay: $100,000 base salary + generous commission structure. Benefits: Medical, Dental, Vision, Matching 401k. Lotlinx is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Lotlinx is not currently able to offer sponsorship for employment visa status. Lotlinx is headquartered in Peterborough, NH and has locations in Holmdel NJ, Manitoba, Ontario and British Columbia, Canada in addition to a large team spanning from the US to Canada. Our success relies heavily on our customers but also our dedicated talent that continuously moves our platform forward. We value our employees, their abilities and seek to foster an open, cooperative, dynamic environment where the team and company alike can thrive.

Job Title Customer Manager Employment Type Full time Contract Type Permanent Shift Pattern Work Shift: Days Hours per Week 45 Salary Competitive salary plus benefits Category Store Management Closing Date 18 December 2025 At Asda, we want you to find your everything. As our Customer Manager, you'll be the champion of customer experience in store-ensuring every interaction leaves a lasting impression. You'll lead by example, coaching colleagues to deliver outstanding service, resolve issues with empathy, and promote our brand values at every opportunity. You'll take ownership of customer satisfaction, loyalty, and service standards across the store. Whether it's supporting front-end operations, managing feedback, or driving service improvements, you'll make sure our store is a place customers love to shop. What makes a brilliant Customer Manager: • Customer-obsessed: You understand what great service looks like and inspire others to deliver it. • Brand ambassador: You promote our values and ensure every customer interaction reflects our brand promise. • Empathetic leader: You support your team to handle customer queries confidently and professionally. • Service-focused: You monitor service standards, respond to feedback, and drive continuous improvement. • Collaborative: You work across departments to ensure a seamless customer journey. • Proactive: You identify opportunities to enhance customer experience and act on them. What you'll bring: • Experience managing or supervising in a customer-facing retail or hospitality environment. • Strong communication and people skills. • A passion for customer service and team development. • Confidence in handling customer feedback and resolving issues. • Flexibility to work a range of shifts, including weekends and evenings. Everything you'll love Alongside a competitive salary, you'll get lots of other great benefits too, including: * Colleague discount: 15% off your shopping at Asda from day 1 for you and a nominated user * Discretionary company bonus scheme * Access to an enhanced electric car scheme * Free eye test for you and your nominated user * Discounted rates and special offers on Asda services such as Mobile, Pharmacy, Opticians, Personal Loan, Pet Insurance, Travel Insurance, Travel Money, Tyres, Breakdown Cover * Stream: access to flexible pay, income tracker, financial coaching, exclusive savings account and much more * Company pension * Wellbeing: including 24/7 virtual GP, 24/7 EAP service, as well as access to free counselling, legal, mortgage, cancer and bereavement support * Asda Allies Inclusion Networks - helping colleagues to make sure everybody is included and that our differences are recognised and celebrated * Excellent parental leave policies, including maternity & adoption leave, paternity leave, shared parental leave, neonatal care leave, and support for those doing fertility treatments. * Colleague recognition programme * Special offers and discounts across a range of services and activities, from airport parking to theme parks and cinemas

About Us Agility Billing Services, LLC is a leading medical billing company specializing in out-of-network billing and the federal Independent Dispute Resolution (IDR) process. We help healthcare providers maximize reimbursements while ensuring compliance with industry regulations. Our team is dedicated to providing expert billing solutions and superior client service. Job Description We are seeking an experienced Client Account Manager to manage multiple client relationships while overseeing complex medical claims, adjustments, and appeals. The ideal candidate will have a strong background in out-of-network billing, claims negotiations, and the IDR process, along with excellent communication skills to professionally represent our company to clients and payers. Key Responsibilities Serve as the primary point of contact for assigned healthcare provider clients. Manage high-level claims adjustments, appeals, and negotiations with insurance payers. Oversee and track the federal IDR process, ensuring timely submissions and responses. Analyze out-of-network claims and identify strategies to optimize reimbursement. Communicate complex billing and payment issues to clients in a clear, professional manner. Coordinate with internal billing teams to ensure efficient claim resolution. Provide regular reports and performance updates to clients. Maintain compliance with industry regulations, including No Surprises Act requirements. Qualifications 3+ years of experience in medical billing, revenue cycle management, or healthcare claims processing (out-of-network experience preferred). Strong understanding of claims adjustments, appeals, and dispute resolution processes. Experience with the federal IDR process is highly preferred. Ability to manage multiple client accounts and prioritize tasks effectively. Excellent verbal and written communication skills; able to present professionally. Proficiency in medical billing software and EHR systems. Strong analytical and problem-solving skills. Knowledge of health insurance regulations and reimbursement methodologies. Why Join Us? Competitive salary and benefits package. Opportunity to work with a growing and specialized medical billing team. Supportive and collaborative work environment. Career growth opportunities in the evolving healthcare billing industry.

EILEEN FISHER creates simple, sustainable, timeless clothes designed to work together as a system. We make our clothes with intention, supporting people to build their wardrobe meaningfully each season. And we make our clothes to last-and then take them back through our Renew team to be reworn and loved again, or through our Waste No More team, to be remade into entirely new felted designs. We believe in the fundamental potential of every person-our employees, our customers and those who make our clothes-and are committed to cultivating conditions that empower people. It's all part of our commitment to doing business in a way that helps build a better industry. And a better future. EILEEN FISHER is a certified B Corporation, which means we voluntarily meet high criteria for social and environmental performance, accountability, and transparency. Values Statement: As a founder led Company, our values are deeply embedded in and shape our culture. Our values are a shared responsibility embodied in every position, and are intended to be woven into all that we do; how we approach our work and how we interact with one another. Our values support our commitment to Diversity, Equity + Inclusion, and our commitment to Sustainability guides us to protect our limited natural resources, fight climate change, support human rights and social impact, and inspire the fashion industry to embrace circularity. We are authentic We thrive in connection We trust each other We innovate through creativity We are committed to the health of the whole We are united by purpose Position Summary: *This is a hybrid position based in Irvington, NY* We are seeking a dynamic and data-driven Senior Manager of CRM and Customer Insights to lead our customer relationship strategy and uncover deep consumer insights that fuel personalization, retention, and lifetime value across all channels. You will play a critical role in shaping the customer journey, driving loyalty, and maximizing the ROI of our CRM and data initiatives-leveraging the power of Salesforce Data Cloud & Loyalty Management to unify and activate customer data at scale. This role is ideal for someone with a strong blend of analytical skills, CRM lifecycle expertise, and a passion for using advanced data platforms to inform meaningful customer experiences in the fashion or retail space. Key Responsibilities CRM Strategy & Execution Own and evolve the company's multi-channel CRM strategy to drive acquisition, engagement, retention and reactivation. Partner with ecommerce, digital, and retail teams to make sure customers have a consistent, connected experience across all the touch points Optimize the CRM technology stack-including Salesforce Data Cloud and loyalty platform-to support business goals and enhance personalization. Partner with channel managers to identify customer segmentation needs and translate them into actionable segments using first party data for activation across online and offline marketing channels. Partner with store leaders and the retail operations team to deliver customer dashboards that support personalized clientele and in-store engagement strategies Customer Insights & Analytics Build a robust customer segmentation and profiling framework using behavioral, transactional, and demographic data within Salesforce Data Cloud. Leverage Data Cloud's real-time customer profiles and identity resolution to deepen understanding of consumer behavior and journey touchpoints. Collaborate with internal stakeholders (product, merchandising, creative) to apply actionable insights to decision-making. Design and oversee qualitative and quantitative research to uncover customer motivations and evolving needs. Loyalty Program Ownership Own and evolve EILEEN FISHER's loyalty program, ensuring it reflects our brand ethos while delivering measurable business impact. Design loyalty initiatives that reward meaningful engagement and deepen emotional connections with the brand. Analyze program performance (enrollment, engagement, redemption, ROI) and optimize based on insights and customer feedback. Collaborate with product, retail, and tech teams to deliver frictionless loyalty experiences across all touchpoints. Performance & Optimization Define, track, and analyze key CRM performance metrics - including LTV, CAC, churn, repeat rate, RFM, and campaign ROI - to measure and enhance customer engagement and profitability. Deliver actionable insights to the marketing and channel teams to improve and optimize performance across all touchpoints. Build and maintain comprehensive customer health dashboards that visualize key trends, segmentation performance, and engagement KPIs. Conduct deep-dive analyses of customer segments and campaign outcomes to identify growth opportunities and recommend targeted improvements. Leverage Salesforce Data Cloud analytics, A/B testing, and predictive modeling to continuously refine segmentation, personalization, and communication strategies. Present regular performance reports and executive dashboards to senior leadership, highlighting insights that drive strategic decision-making and business impact. Leadership & Collaboration Partner with IT, data engineering, and Salesforce teams to ensure data integrity, compliance, and accessibility across the Data Cloud ecosystem. Influence cross-functional teams to prioritize customer-centric strategies and leverage unified data for personalization and growth. Required Experience 5+ years of experience in CRM, customer marketing in omni channel, or customer analytics, preferably in apparel, fashion, or retail. Proven track record of developing and scaling CRM strategies with measurable impact on revenue and engagement. Strong experience with CRM platforms (e.g., Salesforce Data Cloud, Salesforce Marketing Cloud, Snowflake, Merkle, Iterable), CDPs and analytics tools (e.g., Tableau, Looker, PowerBI GA). Deep understanding of customer segmentation, LTV modeling, and marketing attribution. Strong analytical and quantitative skills; comfortable with SQL or other data query languages a plus. Experience with loyalty programs, retention campaigns, and lifecycle marketing best practices. Excellent communication, collaboration, and leadership skills. The salary range for this position is $125,000 - 145,000/year depending on relevant experience. EILEEN FISHER, Inc. is an equal-opportunity employer and is committed to providing a workplace free from harassment and discrimination. We are committed to recruiting, hiring, training and promoting qualified people of all backgrounds, and make all employment decisions without regard to any protected status. #EF123 #LI-JW1

Let's be unstoppable together! This role has a hybrid work schedule in Shelton, CT approximately 1-2 days a week. At Circana, we are fueled by our passion for continuous learning and growth, we seek and share feedback freely, and we celebrate victories both big and small in an environment that is flexible and accommodating to our work and personal lives. We're a global company dedicated to fostering inclusivity and belonging. We value and celebrate the unique experiences, cultures, and viewpoints that each individual brings. By embracing a wide range of backgrounds, skills, expertise, and beyond, we create a stronger, more innovative environment for our employees, clients, and communities. With us, you can always bring your full self to work. Join our inclusive, committed team to be a challenger, own outcomes, and stay curious together. Circana is proud to be Certified by Great Place To Work. This prestigious award is based entirely on what current employees say about their experience working at Circana. Learn more at **************** What will you be doing? The Senior Manager, Client Insights will have the opportunity to work on-site at a leading CPG manufacturer in Shelton, CT. This position is hybrid (expectation is 1-2X per week). Collaborate with our clients as a trusted advisor to uncover meaningful insights that impact and improve their business. You will be working with big data, particularly Point of Sale (POS) and Shopper and Consumer data, to proactively identify key business insights, and recommend action steps to directly impact client bottom line. Job Responsibilities Analytic Capability: * Use a systematic approach to solving problems that involve breaking it into smaller pieces, tracking the implications of situations, generating multiple alternatives * Approach client with coherent, actionable and fact-based data/recommendations appropriate to their business needs * Continually provide analytical solutions and business insights to address any business gaps and/or opportunities and create value for the client Impactful Presence: * Demonstrate strong interpersonal communication and presentation skills; present a professional image * Become trusted by client, Circana client solutions teams, and Circana cross functional organizations Client Focus: * Consistently act with client satisfaction in mind and follow through on commitments to ensure the needs of the client are met * Develop and maintain a deep understanding of customer needs and requirements * Help customers identify solutions to problems they did not know they had * Track and organize multiple work streams against multiple clients, and manage time and resources against changing priorities Requirements * 3+ years of experience with syndicated data, analytics, category management, or related fields * Marketing and/or sales with a premier Consumer Packaged Goods (CPG) company or other companies using syndicated or POS data. Familiarity with syndicated data platforms (Nielsen, Circana, Numerator, etc.) across POS and Shopper Panels highly desirable * Demonstrated expertise in translating data and analysis into relevant implications * Strong project management and process skills * Proficient technical skills; advanced knowledge of Excel and PowerPoint including ability to use graphs, lookups, and pivot tables * Able to engage in consultative manner with clients when helping solve/manage content deliverables * Build strong working relationships with cross-functional partners to understand trends and opportunities for improvement, address customer needs, & identify pain points. Circana Behaviors As well as the technical skills, experience and attributes that are required for the role, our shared behaviors sit at the core of our organization. Therefore, we always look for people who can continuously champion these behaviors throughout the business within their day-to-day role: * Stay Curious: Being hungry to learn and grow, always asking the big questions. * Seek Clarity: Embracing complexity to create clarity and inspire action. * Own the Outcome: Being accountable for decisions and taking ownership of our choices. * Center on the Client: Relentlessly adding value for our customers. * Be a Challenger: Never complacent, always striving for continuous improvement. * Champion Inclusivity: Fostering trust in relationships engaging with empathy, respect, and integrity. * Commit to each other: Contributing to making Circana a great place to work for everyone. Location This position can be located in the following area(s): Shelton, CT. (on-site approximately 1-2 days a week) Prospective candidates may be asked to consent to background checks (in accordance with local legislation and our candidate privacy notice ) Your current employer will not be contacted without your permission. The below range reflects the range of possible compensation for this role at the time of this posting. We may ultimately pay more or less than the posted range. This range may be modified in the future. An employee's position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. The salary range for this role is $67,000.00 to $88,000.00 USD. This job is also eligible for bonus pay. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance and 401(k) to eligible employees. An offer of employment may be conditional upon successful completion of a background check in accordance with local legislation and our candidate privacy notice. Your current employer will not be contacted without your permission. You can apply for this role through methods such as our Careers website link and/or Intranet site for internal candidates. This role is subject to AI-assisted screening. Circana uses artificial intelligence (AI) to assess resumes for alignment with job requirements by helping locate details in resumes that relate to the job description. The anticipated application deadline for this position 10/15/2025. #LI-CA1 #IND1

As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Business Relationship Manager and Senior Governance Analyst, New York, NY. Manage the business relationship between our parent company and our company as it relates to IT; ensure adherence to AI governance frameworks by overseeing the implementation of AI solutions, ensuring compliance with relevant laws, regulations, and ethical standards, and regularly reporting to the AI Committee on governance status and compliance; ensure that group entities have a structured IT Governance framework in place and regularly report to our parent company on governance status and compliance. Must possess bachelor's or foreign equivalent degree Computer Science, Mathematics, Physics or Engineering plus 5 years progressively responsible work experience governance analysis and IT governance frameworks in Japan. Salary $156,645. Apply with Sompo International Services at ******************************************************

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

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) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening 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 deepening existing relationships and leveraging referrals to acquire new relationships. **Job Responsibilities** + Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $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 + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. 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 + Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships + 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 + Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities + 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 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 + Demonstrated ability to anticipate clients' issues, own problems on clients' behalf, and follow through with commitments + 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 + Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines + Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done + Balance needs of clients with associated risks and interests of the firm **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 + Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint + In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** West Harrison,NY $123,500.00 - $188,000.00 / year

The Company Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta. Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence. Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are. Please click here to view Albourne America's privacy policy. The Role: We are looking for a professional client service individual to join our Portfolio team in our Stamford, CT office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients including interacting with them on a daily basis. The Client Account Manager acts as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes. Responsibilities: Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients Ensure the internal database and knowledge management system are maintained with up to date information on the clients Manage new client account set up and provide training of Albourne's systems and tools to assigned clients through online and in person demonstrations Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client's business Gain in depth knowledge of the clients' interests to identify cross selling opportunities in coordination with the marketing team Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients Proactively highlight new Albourne research to clients based on the team's knowledge of their current and/or potential portfolio(s) Responsible for monthly feedback regarding client interactions and satisfaction Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports What we're looking for: Bachelor's degree from an accredited college/university required Strong literacy in Microsoft Office Proactive self-starter and proficient in time management & multi-tasking skills Professional demeanor and strong interpersonal skills Abide by the Client Group policies and procedures as well as the Albourne Group's policies and procedures including but not limited to compliance and database filing Attendance at company events as requested Adherence to the Compliance Manual and other Albourne Policies and procedures Benefits & Perks: Comprehensive Compensation and Benefits Package Fully paid Medical and Dental PPO Fully paid Basic Life and AD&D 401k & FSA Hybrid work schedule Everyday Wellness, weekly yoga and fitness Free Gym Membership near the office 30 days paid time off each year including Vacation and Holidays Job Pay Transparency: $60,000 to $75,000/year Job Type: Full-time Location: Stamford, CT Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position. Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.