Relationship manager jobs in Florida

Do you love landscaping? Spending time outside marveling at nature's beauty surrounded by the smell of freshly cut grass? If you answered yes, then Yellowstone Landscape could be the place for you! As an Account Manager you'll feel right at home in your “field” office, always being on the go, checking in on your crews and meeting with clients to ensure that we're exceeding their expectations. There's no such thing as monotony here! At Yellowstone, we're always learning, changing and growing. Join our team as an Account Manager! Yellowstone Landscape is dedicated to excellence in commercial landscaping. As the largest privately-owned commercial landscaping company in the nation, we offer exciting career opportunities for Landscape Professionals across the United States. To learn more, please visit our website: **************************** . What You'll Do: Hire, train and develop maintenance crews to work efficiently and safely. Use the latest industry technology and applications to manage your team, schedule crews, calculate and track hours and keep to your budget. Serve as the main point of contact for your clients. Meet with them proactively and regularly while serving as a consultative subject matter expert. Use your creativity to design and propose enhancements to existing landscapes. Assist the sales team with winning new work to add to your book of business. Coordinate with other departments including Irrigation, Fert/Spray, Safety and the Field Support Team (aka our back office) to promote a seamless workflow. What We're Looking For: Bachelor's degree in Horticulture, Turfgrass or related major preferred. Associate degree or relevant experience will also be considered. Very rarely do we hire anybody into this role that doesn't have landscape experience. Plant knowledge is key. Someone who loves a challenge - Mother Nature, budgets, short staffed on a Monday morning - you know the drill! Ability to comfortably have conversations with people of all backgrounds. Interact with your crews, Board Presidents, and our senior management/CEO. Knowledge of Spanish is a plus. Why Join Yellowstone? Competitive pay; paid weekly Full group benefits package including health, dental, vision, 401k with a company match, paid time off and holiday pay Aggressive incentive plan Industry leading safety programs Company provided work shirts and safety gear Equipped with optimal and most professional equipment High profile customers, worksites and landscape results Opportunity to advance within one of the industry's fastest growing companies A company that values and appreciates YOU Become part of the team dedicated to Excellence in Commercial Landscaping!

Territory: Miami North, FL - Psychiatry Target city for territory is Miami - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: Miami Beach, North Miami, North Miami Beach, southwest to the eastern part of Hialeah, and south to Coral Gables and Doral. SUMMARY: Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth! As a Psychiatry Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas: ESSENTIAL FUNCTIONS: Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance. Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior. Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management. Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities. Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources. Pharmaceutical Environment/Compliance - Ability to apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products. REQUIRED EDUCATION, EXPERIENCE and SKILLS: Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university 2+ years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually Self-starter, with a strong work ethic and outstanding communication skills Must be computer literate with proficiency in Microsoft Office software Must live within 40 miles of territory boundaries Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck PREFERRED EDUCATION, EXPERIENCE AND SKILLS: Previous experience within a specialty product sales force. Prior experience promoting and detailing products specific to CNS/neuroscience including: depression, schizophrenia and bipolar disorder Documented successful sales performance Ownership and accountability for the development and execution of fully integrated account plans Strong analytical background, and experience using sales data reporting tools to identify trends Experience in product launches Previous experience working with alliance partners (i.e., co-promotions) Strong leadership through participation in committees, job rotations, panels and related activities TRAVEL: Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner. The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range: $117,000 - $137,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis. Why Lundbeck Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site. Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site. Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.

The Client Success Manager serves as the primary point of contact for property owners and stakeholders who rely on our ISP, VoIP, CCTV, and Access Control services. This role ensures high-quality customer experience by providing responsive support, clear communication, and efficient issue resolution. The ideal candidate is technically inclined, detail-oriented, and passionate about delivering exceptional service. Key Responsibilities: Client Support & Communication Collaborate directly with assigned client teams and third-party technology vendors to: Gather detailed integration requirements and document specifications. Understand client systems, workflows, and operational environments related to integrations. Translate client business needs into clear and actionable technical requirements for internal teams. Facilitate communication between clients, vendors, and internal stakeholders to: Provide status updates, manage expectations, and escalate issues as necessary. Assist clients in navigating integration onboarding and issue resolution processes. Maintain and enhance existing integrations, ensuring continued performance and alignment with client needs. Contribute to process improvements related to integration lifecycle management. Respond to service inquiries from owners via phone, email, and ticketing systems with professionalism and urgency. Manage inbound and outbound communications to ensure clients are updated throughout the service process. Maintain a customer-first mindset, ensuring all interactions are handled with empathy and ownership. Technical Assistance & Issue Resolution Troubleshoot basic issues related to ISP connectivity, VoIP services, CCTV systems, and Access Control devices. Gather detailed information to escalate technical issues to the appropriate internal teams when needed. Coordinate service appointments, technician dispatches, and follow-ups until resolution. Document all reported issues, resolutions, and customer notes with accuracy and clarity. Service Coordination Assist in onboarding new owners to our services, including explaining features, setup requirements, and expectations. Work cross-functionally with technical teams, field technicians, and management to ensure timely service delivery. Monitor service queues and ensure service-level agreements (SLAs) are met. Client Experience & Quality Assurance Identify patterns in client concerns and communicate opportunities for improvements to management. Contribute to process enhancements that improve service efficiency and client satisfaction. Maintain up-to-date knowledge of all company services, equipment, and system updates. Qualifications: Required Experience in previous sales support role. Project management support role experience. Resilient and proactive communication and coordination with our clients. Clear and precise interpersonal skills, including the ability to build positive relationships, collaborate effectively with diverse teams, and communicate clearly with stakeholders.” Strong customer service skills with the ability to communicate clearly and professionally. Basic technical understanding of Internet services, VoIP systems, CCTV camera setups, or access control equipment (training provided). Ability to multitask, prioritize, and remain calm in fast-paced environments. High attention to detail and strong problem-solving skills. Preferred Previous experience in telecom, IT, property technology, or security systems. (training provided) Familiarity with general 3rd party software and the ability to learn it quickly. Job Type: Full-time, On-site, No hybrid or remote available. Pay: $75,000 to $85,000 annually DOE. Expected hours: 40 to 45 hours per week. Benefits: Dental insurance Health insurance Vision insurance Paid Time Off Experience level: 2+ years Ability to commute/relocate: Lutz, FL 33548: Reliably commute or planning to relocate before starting work (Required)

At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners , create the Citizens Private Client team. They provide a tailored expertise to a defined book of affluent and high-net-worth clients. As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life's ‘what-ifs' and prepare them to leave a legacy. Additionally, this discovery will identify opportunities to introduce the client to a Financial Advisor to broaden the relationship with investments to further expand the client's relationship across Citizens. Provide initial outreach to facilitate needs analysis and identify opportunities with the goal of acquiring investment and lending relationships. Utilizing experience and judgement analyze, interpret, and understand individual client profiles (internal and external data), trends and insights based on artificial intelligence Cultivate relationships from initiating contact and conducting follow-up communications to create opportunities for referral/sales Leverage Smart Lead data intelligence, in addition to information learned during discovery session(s) to effectively articulate “Why Citizens” through understanding the affluent client value proposition and being able to connect your interpretation and understanding of the client's needs to potential Citizens' solutions. Build a comprehensive client profile, including documentation of client's short- and long-term goals, the client's current financial picture, as well as creating an initial gap analysis to identify potential opportunities for the client. Document all client engagements, activities, notes, and other important information utilizing the CRM tool Transition prospects seamlessly from initial outreach to warm leads for partners Introduce clients to appropriate colleagues across Citizens who will execute solutions to help the client meet their financial goals. Expand and maintain relationships with internal business partners. Continually build knowledge and capabilities within the industry segment and stay current with competitive trends Required Experience Excellent written and verbal communication skills Experience in proactive outbound sales prospecting Excellent time management and organizational skills Ability to work in a collaborative team environment Business development experience with a proven track record of identifying and transitioning high quality introductions Relevant financial services experience preferred. Familiarity with consumer lending solutions. Familiarity with sales of banking products and services required. Experience with investment product referrals and sales preferred. Knowledgeable of regulatory requirements to ensure a sound control environment. Qualifications, Education, Certifications and/or Other Professional Credentials High School or GED; Bachelor's Degree in Business (5+ years wealth management, relationship management, private banking, or other relevant experience, with a proven track record of success) Certification/license: SIE required, and at least one of the three following licenses required for application: Series 6 or 7 (7 preferred), 63 (or 66), and Life and Health Insurance Licenses Safe Act - successful completion of the required background checks and obtaining a Unique Identifier from the NMLS Compensation Salary and opportunity to earn Incentive compensation. Salary is commensurate with experience. Hours & Work Schedule Hours per Week: 40 Work Schedule: M-F; potential Saturday hours #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for UsAt Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Do you love landscaping? Spending time outside marveling at nature's beauty surrounded by the smell of freshly cut grass? If you answered yes, then Yellowstone Landscape could be the place for you! As an Account Manager you'll feel right at home in your “field” office, always being on the go, checking in on your crews and meeting with clients to ensure that we're exceeding their expectations. There's no such thing as monotony here! At Yellowstone, we're always learning, changing and growing. Join our team as an Account Manager! Yellowstone Landscape is dedicated to excellence in commercial landscaping. As the largest privately-owned commercial landscaping company in the nation, we offer exciting career opportunities for Landscape Professionals across the United States. To learn more, please visit our website: **************************** . What You'll Do: Hire, train and develop maintenance crews to work efficiently and safely. Use the latest industry technology and applications to manage your team, schedule crews, calculate and track hours and keep to your budget. Serve as the main point of contact for your clients. Meet with them proactively and regularly while serving as a consultative subject matter expert. Use your creativity to design and propose enhancements to existing landscapes. Assist the sales team with winning new work to add to your book of business. Coordinate with other departments including Irrigation, Fert/Spray, Safety and the Field Support Team (aka our back office) to promote a seamless workflow. What We're Looking For: Bachelor's degree in Horticulture, Turfgrass or related major preferred. Associate degree or relevant experience will also be considered. Very rarely do we hire anybody into this role that doesn't have landscape experience. Plant knowledge is key. Someone who loves a challenge - Mother Nature, budgets, short staffed on a Monday morning - you know the drill! Ability to comfortably have conversations with people of all backgrounds. Interact with your crews, Board Presidents, and our senior management/CEO. Knowledge of Spanish is a plus. Why Join Yellowstone? Competitive pay; paid weekly Full group benefits package including health, dental, vision, 401k with a company match, paid time off and holiday pay Aggressive incentive plan Industry leading safety programs Company provided work shirts and safety gear Equipped with optimal and most professional equipment High profile customers, worksites and landscape results Opportunity to advance within one of the industry's fastest growing companies A company that values and appreciates YOU Become part of the team dedicated to Excellence in Commercial Landscaping!

Key Responsibilities: Lead, manage, and develop the Jacksonville regional operations team to ensure brand standards and performance objectives are met. Oversee day-to-day operations for multiple salon locations, including facility management, tenant relations, and service delivery. Drive occupancy and retention by building relationships with salon owners and supporting their business success. Ensure high-quality salon environments through proactive maintenance and vendor management. Analyze financial and operational performance metrics to meet growth and profitability goals. Support marketing and recruiting initiatives to attract top beauty professionals. Collaborate with contractors, vendors, and industry partners to support regional business operations. Foster a strong sense of community among salon professionals to enhance satisfaction and retention. Promote and model the company's core values of leadership, teamwork, and service excellence. Requirements Include: Education: Bachelor's degree required. Experience: Minimum of 8+ years of experience in a front-line client service or operations management role. Multi-location management experience strongly preferred. Experience in retail, hospitality, rental car, or general management industries is highly desirable. Beauty or salon industry experience is not required but considered a plus.

Regional In-Home Sales Manager in Training Key member of the sales leadership team, Regional in-home Sales Manager is the general manager of the in-home business unit servicing markets without Blinds To Go showrooms (BTG Partners Program). Directly managing and working closely with shop-at-home outside contractors, installers and collaborating with other senior managers, he/she will develop and implement systems and processes that support rapid growth of this business. He/she must be a good recruiter and manager of outside sales people and have excellent communication skills. Key Responsibilities Recruit, manage and drive growth of shop-at-home (SAH) business in markets without BTG showrooms (BTG Partners) Actively recruit and on-board outside contractors with experience in window treatments Work with merchandising and marketing to develop programs, tools that improve BTG Partners performance Work with business support groups to provide ongoing operation support to BTG partners Work with installation managers to build installation network and maintain excellent service levels in remote markets Help identify and qualify installers as needed Measure installation service levels Work with stores leadership to identify additional opportunities for BTG Partners Program Key Requirements Bachelors in business or related field 10+ years experience including: Operating experience in retail or multi-location service business In-home sales and management experience Experience managing 3rd-party service providers Strong interpersonal and communication skills High energy and strong motivation skills Very strong customer service, problem-solving and follow-up skills Ability to identify root causes and solve issues with a high sense of urgency Ability to build cross-functional relationships Experience working independently, but also as part of a team Integrating senior manager into the existing business and culture is critical. We will work with him/her to develop an integration plan that sets up the new manager for success at BTG. Development plan will be individualized, and will include time in our stores to gain a first-hand appreciation of our customer service requirements and to develop key relationships in the field.

Fuego is redefining dance footwear - creating sneakers built for dance, performance, and everyday life. Designed to move seamlessly from the studio to the street, our products fuse innovation, comfort, and style. Based in Miami, we're a fast-growing global brand passionate about creativity, community, and motion. About the Role: We're seeking a results-driven Sales Manager to lead wholesale and distributor sales for Fuego across the U.S. and international markets. This role blends strategy and execution - identifying and securing new retail and distribution partners, managing key accounts, and driving overall sales growth. You'll play a critical role in scaling Fuego's presence in premium and specialty retail, executing sell-in strategies, and ensuring our brand is represented with excellence across all channels. What You'll Do: Develop and execute a wholesale and distributor sales strategy to expand Fuego's footprint nationally and internationally. Identify, pitch, and onboard new retail and distributor partners that align with Fuego's brand and market positioning. Manage all aspects of key account relationships - including forecasting, pricing, terms, and sell-through performance. Collaborate with operations and logistics to ensure timely and accurate order fulfillment. Work closely with marketing and product teams to align seasonal assortments and launch plans with partner needs. Represent Fuego at trade shows, industry events, and partner meetings - domestically and abroad. Provide regular reporting, forecasts, and insights to leadership on sales performance and opportunities. What We're Looking For: 5+ years of experience in sales, wholesale, or distribution management within footwear, apparel, or consumer goods. Proven track record of growing retail and distributor partnerships nationally or internationally. Strong communication, relationship management, and presentation skills. Highly organized, self-starter with the ability to thrive in a fast-paced, entrepreneurial environment. Comfortable traveling domestically and internationally. Passion for dance, footwear, or fashion is a plus Why Fuego: Shape the wholesale and distribution growth strategy of a growing global brand. Work directly with leadership to expand Fuego's presence in premium markets. Competitive compensation package and benefits with performance-based incentives. Creative, collaborative, and entrepreneurial team culture.

The Sales Manager will play a pivotal role in driving aggressive growth during the first 12 months by recruiting, developing, and leading a high-performing team of designers in the Southeast Florida market. This role is responsible for elevating close rates, strengthening sales performance, and scaling the sales organization with speed and precision. After the initial 12 months, the Sales Manager will continue expanding the Southeast Florida market while launching and leading the company's growth into Southwest Florida, building and managing a new sales team. offering a highly competitive compensation package designed to reward strong sales leadership and exceed ambitious growth targets. This position is perfect for a leader with proven closet industry management experience, a passion for coaching sales talent, and the relentless drive to scale a sales organization quickly and effectively. Responsibilities As the Sales Manager, you will: Interview, recruit, and hire top-tier salespeople Train, coach, and develop new designers to ensure strong close rates Hold the sales team accountable to activity metrics, sales goals, and performance standards Suppzrt designers during key appointments to help close complex or high-value deals Update and refine product offerings and pricing structure Improve and optimize the company's sales training program Drive a high-performance culture rooted in accountability, discipline, and sales excellence Required Qualifications Minimum of 2 years' experience managing at least 10 designers in a closet company Proven track record of training and developing a minimum of 5 designers Deep understanding of consultative, high-ticket, in-home sales techniques Strong drive for growth and the ability to hit ambitious targets High analytical intelligence and the ability to make data-driven decisions Highly proficient with technology and quick to learn new systems Highly organized, process-oriented, and detail-driven Compensation Base Salary: $90,000 Uncapped Bonus Structure with total earning potential ranging from $150,000 to $250,000+, depending on performance PTO Full-time, Monday-Friday

A Field Client Relationship Manager in Real Estate is a real estate agent who strives to serve every need of a customer as they pursue the purchase or sale of property. Real Estate is a fast paced and exhilarating industry that is desirable to managers who are client focused and self-motivated to create and maintain customer relationships. This position offers independence and flexibility as you work in the field with showings, open houses and client meetings. Job Responsibilities * Pursue client relationships through personal and professional networking opportunities * Manage the entire real estate transaction process for the purchase and sale of property * Be available to work in the field by scheduling real estate showings with clients * Advise clients on how to best market their property * Be an expert in your field when it comes to the real estate climate of your local community * Communicate with all clients on a regular basis and respond promptly to all questions About Berkshire Hathaway HomeServices Florida Network Realty Berkshire Hathaway HomeServices Florida Network Realty was established in 1988 as Prudential Network Realty. Linda Sherrer, Founder, President and CEO, had one clear goal in mind: to raise the level of professionalism in Northeast Florida's real estate market. We knew this goal could only be achieved if key elements were in place - a well-known brand that commanded trust and respect and a select team of REALTORS and employees with a shared passion for serving the clients' needs. Regulatory Notice. To work as a real estate agent (and be qualified for this position) you must have (or obtain) a real estate license. Like getting a driver's license, state authorized training/testing is required to get certified. Third-party educational institutions provide this fee-based training to the general

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 Palm Beach, 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: *********************************************************************

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 Palm Beach, FL area and will report in the office on a hybrid schedule. 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 Group Relationship Manager develops, manages and retains a client book of business with a focus in the domestic professional segment using market knowledge to: Ensure delivery of high standards of service to strengthen customer loyalty Maintain a dedicated, high touch service and professional relationship applying a short-and long-term approach to addressing the customer's overall financial needs Assess customer goals and needs and provide comprehensive advice on banking (deposit and lending) products while optimizing cross-selling opportunities Prepare and deliver proposals based on clients' goals and needs, using available tools and applications Coordinate client meetings with product specialists (trust / investments) to support the sale of products and services and deliver comprehensive proposals Identify potential customer issues and channel them with the responsible units through resolution, acting as a customer advocate within and outside the organization Seek feedback from customers on a regular basis to identify and address service quality issues Identify and report any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards. Ensure compliance with Amerant Code of Ethics and BSA/AML, USA Patriot Act, OFAC, information security, suspicious activity reporting requirements, and policies and procedures Work Experience: 5+ years of experience working with high-net-worth customers, providing them deposit product solutions Experience offering lending solutions preferred Education and/or Certifications: Bachelor's degree in Business, Finance, Economics or related field required. Reputable and relevant professional certifications a plus Technical and/or Other Essential Knowledge Proven experience developing, expanding and retaining a book of business Ability to close sales, negotiate terms and apply a consultative approach to the sales process Proficient using the Microsoft Offer Product Suite including MS Teams, MS Word, MS Excel and MS PowerPoint 20% travel required Functional Competencies: Must be a team player, have the ability to work under pressure, conduct business with minimum supervision and with a professional demeanor. Must be able to solve problems and conflicts, manage time and projects. Must be able to communicate effectively verbally and in writing and deliver engaging presentations. #LI-Onsite

Job Title: Senior Project Manager / Client Relationship Manager I - Mechanical or Electrical Background (PE License Preferred) Experience: Minimum of 10 years Position Overview: We are seeking a Senior Project Manager / Client Relationship Manager with a strong background in mechanical or electrical engineering, preferably holding a PE license. This role will be pivotal in overseeing and managing projects primarily within the healthcare sector, with additional focus on higher education, K-12, federal government, and stadium projects. Responsibilities: Management: Facilitate communication between clients, project team members, owners, and architects by attending meetings and documenting critical issues. Monitor project budgets and ensure alignment with man-hour allocations; adjust schedules as necessary. Identify, negotiate, and manage fees for additional services required during project execution. Develop and nurture business relationships crucial to project success; actively engage in business development activities with current clients. Validate project scope and requirements with clients and stakeholders, collaborating with the Client Relationship Manager (CRM) or Location Leader when necessary. Assist in financial planning by negotiating fees, preparing proposals, and participating in budgeting processes, coordinating with CRM or Location Leader as appropriate. Aid in developing project staffing plans and preliminary man-hour budgets with the Senior Project Manager (PM), CRM, Department Head, or Location Leader as applicable. Technical: Hold a technical or bachelor's degree in relevant engineering disciplines, supplemented by ten years of practical experience on similar projects. Possess Professional Engineer licensure. Preferably have experience in healthcare building design. Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Demonstrate a comprehensive understanding of engineering principles, methodologies, project approaches, and system designs. Basic accounting knowledge is necessary for budget creation and maintenance. Comfortable interacting directly with clients. Market & Project Experience: Focus on healthcare markets, with additional experience in higher education, K-12, the federal government, and stadiums considered advantageous. Experience with hospitals/healthcare projects, encompassing new builds, renovations, and rehabilitations. Experience in federal government, higher education, and stadiums would be beneficial. Education and Licenses: Bachelor of Science in Mechanical or Electrical Engineering. Professional Engineer (PE) license preferred. This role offers a unique opportunity to leverage extensive project management skills alongside technical expertise in mechanical or electrical engineering. The ideal candidate will thrive in a dynamic environment, driving project success through effective client engagement, meticulous budget management, and strategic business development efforts.

We are looking for a Commercial Market Executive who will be responsible for prudent revenue generation for the bank through the development of profitable loan and deposit relationships with companies and their owners in the bank's target market with established goals and accountabilities pertaining to client service and new business acquisition. Targeted business revenue size of $1 MM or more. The Commercial Market Executive is effective in calling activity, proposal generation, revenue generation, risk mitigation, and ability to build successful relationships. Duties and responsibilities: Lead the local business development activities to promote the Bank's products and services, ensure the maintenance of the Bank's favorable image, and develop full banking relationships with present and potential commercial banking clients. Identify and originate new commercial and personal relationships while managing and maintaining key relationships of the market. Manage the assigned goals of loans, deposits, and business lines. Cross-sell related banking services to include Treasury Management, deposit products and referrals to Professional Banking partners. Represent the Bank in industry and professional associations, community organizations, local business groups, etc., and promote the Bank's favorable image. Stay current on trends in the marketplace. Represent the bank at various internal and external functions to promote its services and commitment to the community, including networking with other professionals. Develop information concerning businesses and borrowing needs, repayment abilities, and business earnings to determine whether a loan is an acceptable risk. Gather personal information about clients and businesses in a timely manner to ensure that an informed decision is made regarding the creditworthiness of the borrower and the probability of repayment. Manage the Annual Review process of existing client credit exposure along with the Commercial Support Specialist partners to assure the timely receipt of all required financial information. Utilization of the Banks internal customer relationship management systems and other Bank tools in the day-to-da management of existing client portfolio, prospect management process and required calling goals. Maintain the credit quality of the assigned portfolio through collaboration with credit partners. Will monitor the accountability of the assigned loan portfolio on a regular basis. Proactively manage past dues, work towards maintaining an acceptable risk tolerance for the portfolio, and proactively manage through problem loan situations. Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records and maintaining appropriate records. Adheres to Bank's policies and procedures and all Federal and State laws and regulations. Analyze financial information including balance sheets, income statements, cash flow statements, and tax returns to form an opinion of creditworthiness of applicants based on sound risk-based examination of strengths and weaknesses. Determine appropriate risk ratings and make recommendations for approval/denial of loan requests. Prepare written credit memorandums for presentation and approval. Perform ALL other duties, as assigned. Must haves: College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields. Minimum of 5 years of prior work experience with loan production in commercial and real estate lending, loan portfolio administration and product sales required. Experience and ability to manage a portfolio of commercial clients in excess of $2 MM. Advanced skills with Microsoft Office suite, specifically Excel, Word, and Outlook preferred. Would be great to have: Expertise in commercial and real estate underwriting practices along with a balanced knowledge of regulatory governance of commercial lending activities. Five (5) to ten (10) years' experience in credit analysis and/or commercial lending Why Work Here? Financially strong and growing company Personal growth potential Great company culture Generous PTO schedule in addition to bank holidays Benefits: Health (Employer-paid coverage for employee, eligible the first month after the date of hire.) Dental Vision Life Insurance (company paid) Additional voluntary Life Insurance Short Term Disability Long Term Disability LifeLock 401K

Our dynamic and rapidly expanding team is seeking a new full-time role as Relationship Manager dedicated to serving our esteemed clients. The primary focus of this position will be to nurture and strengthen existing client relationships. Responsibilities will include grasping client requirements, resolving issues, and ensuring utmost client satisfaction. Key responsibilities will encompass proactive and effective communication, recognizing opportunities for additional sales or complementary services, and cooperating with various departments to meet client needs. The ideal candidate for this role will possess exceptional interpersonal abilities, an in-depth knowledge of our legal services, and the skill to evaluate client input for enhancing future engagements. Successful candidates will cultivate lasting client loyalty and play a pivotal role in advancing our firm's success. Client Retention: Develop strategies to retain and strengthen relationships with past clients, ensuring their ongoing satisfaction with products or services. Communication: maintain regular and proactive communication with past clients to address their needs, gather feedback, and provide relevant updates or offerings. Other Services: Identify opportunities to inform and educate past clients about other services of the firm that are relevant to them. Record Keeping: Maintain accurate records of client interactions, feedback, and transactions to facilitate effective communication and further engagement. Collaboration: work closely with intake and marketing, and the various departments to align strategies that are consistent with messaging to past clients. The Client Relationship Manager plays a crucial role in maintaining positive relationships and driving additional value from past clients. Strong account management skills with a focus on building long-term client relationships. Excellent communication skills, both verbal and written, with the ability to convey complex information clearly. Ability to negotiate effectively while maintaining positive client relations. Strong leadership qualities that inspire teamwork and collaboration. Familiarity with market trends related to technology products and services.

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

A Day in the Life of a Client Relationship Manager As a Client Relationship Manager, you are the backbone and driving force of the administrative support for our National Sales team. You ensure a seamless client onboarding process, organize data for marketing plans, support sales reporting, and handle various administrative duties that contribute to our overall success. Your laser focus on customer satisfaction guides your interactions with clients, ensuring they have an exceptional experience from the start. You actively participate in supporting our sales team and sales strategy, contributing your expertise and support to drive our success. Your strong collaboration skills come into play as you partner with our National and Regional Sales team members, creating a cohesive sales environment. You partner with the sales team and Sales Operations Specialists to ensure that our Salesforce CRM is updated and current. Client portals are in good hands with you as you manage them with ease. Your keen eye for detail extends to proposals, the RFP process, and marketing efforts as you work with the Marketing and RFP teams to ensure compliance with branding guidelines in all presentations, collateral, and events. You are a valuable asset, supporting the sales team and ensuring a smooth flow of information. Responsibilities: Deliver exceptional customer experience with a strong client focus Support and collaborate with the sales team, including National and Regional members Participate in client meetings and assist with proposals and RFPs Ensure Salesforce (CRM) data is accurate and up to date Partner with Marketing to maintain brand consistency in presentations and materials Manage client portals and perform related administrative tasks (data entry, expense reports, event logistics) Travel up to 10%, including overnight and extended disaster site assignments as needed Experience & Education: Minimum of three years of experience in an administrative or sales support role Proficient with various technologies such as the Microsoft Office suite and Salesforce Restoration industry experience, preferred Bachelor's degree, preferred First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization. This is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Third party resume submissions not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee. First Onsite provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. First Onsite (and its Companies) participates in E-Verify. We will provide the U.S. Social Security Administration (SSA) and, if necessary, the U.S. Department of Homeland Security (DHS) with information from each new employer's Form I-9 to confirm work authorization. This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Third party resume submissions are not accepted. Any resume submitted will be considered the property of THE COMPANY, and THE COMPANY will not be held liable to pay a placement fee. Job Posted by ApplicantPro

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