Relationship manager jobs in Franklin, NJ

At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us! Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA. Job Description This opportunity is within the EVERSANA Deployment Solutions business unit, which partners with top tier pharmaceutical, medical device and biotechnology companies to provide better, smarter, faster solutions for the industry. The Client Engagement Manager applies Commercial operational services knowledge and project management processes obtained through education and experience to partner with Business Development and the Deployment Solutions leads to increase operational efficiencies and provide project support from the time an opportunity is officially pursued through hand-off to the Account Activation team. At EVERSANA, we are proud to be certified as a Great Place to Work across the globe. We're fueled by our vision to create a healthier world. How? Our global team of more than 7,000 employees is committed to creating and delivering next-generation commercialization services to the life sciences industry. We are grounded in our cultural beliefs and serve more than 650 clients ranging from innovative biotech start-ups to established pharmaceutical companies. Our products, services and solutions help bring innovative therapies to market and support the patients who depend on them. Our jobs, skills and talents are unique, but together we make an impact every day. Join us! Across our growing organization, we embrace diversity in backgrounds and experiences. Improving patient lives around the world is a priority, and we need people from all backgrounds and swaths of life to help build the future of the healthcare and the life sciences industry. We believe our people make all the difference in cultivating an inclusive culture that embraces our cultural beliefs. We are deliberate and self-reflective about the kind of team and culture we are building. We look for team members that are not only strong in their own aptitudes but also who care deeply about EVERSANA, our people, clients and most importantly, the patients we serve. We are EVERSANA. Essential Duties And Responsibilities Our employees are tasked with delivering excellent business results through the efforts of their teams. These results are achieved by: Utilize a systematic and repeatable approach, to inspect a business opportunity and to disarm and/or remove all types of organizational barriers and to identify the appropriate SMEs to assist with operational design and execution. Works closely with Business Development to capture project requirements, scope and success metrics. Responsible for post-win Salesforce documentation for all business opportunities. Mobilizes a cross-functional team appropriate to the opportunity, e.g., CRM, Incentive Compensation, Data, Reporting etc. to establish and document project development strategy, schedule, costs, budget and resource needs. Works with the appropriate SMEs to establish the execution plan weighing tradeoffs. Continuously tracks project activities, risks, and issues to ensure opportunity progress on schedule while meeting established customer requirements. Works directly with Business Development and the SMEs when needed to drive issues to closure, and/or escalates issues and mitigation recommendations to Deployment Solutions management. Resolves people and team dynamic issues for the effective performance of the operations team in completing their assignments. May work with other program managers on interdependencies with other simultaneous projects. Schedules and leads timely status review meetings, and formal project reviews. Support GDM with SOW Operational Services details applicable to each opportunity. Other duties as applicable to your assigned projects or departmental needs. These duties will be outlined in an annual goals and objectives process and evaluated in an annual performance management process. Demonstrate a commitment to diversity, equity, and inclusion through continuous development, modeling inclusive behaviors, and proactively managing bias. All other duties as assigned. Expections Of The Job Travel (20% or number of days) Hours (40 hours per week) Qualifications MINIMUM KNOWLEDGE, SKILLS AND ABILITIES: The requirements listed below are representative of the experience, education, knowledge, skill and/or abilities required. Mutual respect: Able to adapt behavior to others' styles; interact with people who have different values, cultures, or backgrounds; be of service to difficult people; optimize the benefits of having a diverse workforce Integrity/professionalism: Able to be tactful, maintain confidences, and foster an ethical work environment; prevent inappropriate behavior by coworkers; give proper credit to others; handle all situations honestly. Collaborative: Works well with individuals or teams; works toward the best solution to a situation; fosters open dialog; accepts the thoughts of others and works to combine ideas to produce winning outcomes Adaptable: Changes behaviors and approach to suit the situation or personalities involved Organized: Plans and organizes work effectively; manages multiple priorities and changes to assignments; anticipates problems and potential issues; meets deadlines, schedules and commitments Decision making and problem solving: Able to take action in solving problems while exhibiting judgment and a realistic understanding of issues; able to use reason, even when dealing with emotional topics; review facts and weigh options. Results Focused (Commitment to Task): Demonstrate dependability in difficult circumstances and show a sense of urgency about getting results; Willingness to dedicate extra time and efforts in order to complete the task. Accountability: Able to take responsibility for actions and outcomes and persist despite obstacles; Able to seek positive solutions. Attention to Detail: Able to be alert in a high-risk environment; follow detailed procedures and ensure accuracy in documentation and data; carefully monitor processes; concentrate on routine work details and organize and maintain a system of records. Customer Focus: Able to demonstrate a high level of service delivery; do what is necessary to ensure customer satisfaction; deal with service failures and prioritize customer needs Preferred Qualifications Along with demonstrated initiative, uncompromised integrity and a results-oriented mindset, the ideal candidate has: BA/BS degree or 5+ years of equivalent/relevant experience. Minimum 3+ years of experience in a client services, operational management, or account manager role. Preferred: Minimum of 3+ years of prior Life Sciences Industry-specific experience working in field sales administration/operations. Basic understanding of Life Sciences Commercial operations to include Field Sales, Medical Affairs, Market Access, Clinical Educators, and Engagement Center programs. Basic understanding of Sales Force Automation, CRM (e.g., Salesforce.com), Reporting/Analytics, Targeting/Alignments, Incentive Compensation and Data Management. Excellent oral/written presentation skills as well as interpersonal skills with the flexibility in dealing with different personality types. Strong customer service and account management skills. Strong organizational and multitasking skills. Proficiency in Microsoft Office applications (SharePoint, Excel, PowerPoint, Word). Fundamental understanding and application of project management principles and skills. Strong aptitude towards usage of automated systems. Strong analytical skills. Ability to translate customer needs into technical requirements. The drive for self-development, the ability to collaborate, and an action-oriented work ethic. Physical/Mental Demands And Working Environment The physical and mental requirements along with the work environment characteristics described here are representative of those an individual encounter while performing the essential functions of this position. Office: While performing the essential functions of this job the employee is frequently required to reach, grasp, stand and/or sit for long periods of time (up to 90% of the shift), walk, talk and hear; occasionally required to lift and/or move up to 25 pounds. The noise level in the work environment is usually moderately quiet, with frequent interruptions and multiple demands. Additional Information OUR CULTURAL BELIEFS Patient Minded I act with the patient's best interest in mind. Client Delight I own every client experience and its impact on results. Take Action I am empowered and hold myself accountable. Embrace Diversity I create an environment of awareness and respect. Grow Talent I own my development and invest in the development of others. Win Together I passionately connect with anyone, anywhere, anytime to achieve results. Communication Matters I speak up to create transparent, thoughtful, and timely dialogue. Always Innovate I am bold and creative in everything I do EVERSANA is committed to providing competitive salaries and benefits for all employees. The anticipated base salary range for this position is $84,100 to $100,000 and is not applicable to locations outside of the U.S. The base salary range represents the low and high end of the salary range for this position. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). EVERSANA reserves the right to modify this base salary range at any time. Our team is aware of recent fraudulent job offers in the market, misrepresenting EVERSANA. Recruitment fraud is a sophisticated scam commonly perpetrated through online services using fake websites, unsolicited e-mails, or even text messages claiming to be a legitimate company. Some of these scams request personal information and even payment for training or job application fees. Please know EVERSANA would never require personal information nor payment of any kind during the employment process. We respect the personal rights of all candidates looking to explore careers at EVERSANA. EVERSANA is committed to providing competitive salaries and benefits for all employees. If this job posting includes a base salary range, it represents the low and high end of the salary range for this position and is not applicable to locations outside of the U.S. Compensation will be determined based on relevant experience, other job-related qualifications/skills, and geographic location (to account for comparative cost of living). More information about EVERSANA's benefits package can be found at eversana.com/careers. EVERSANA reserves the right to modify this base salary range and benefits at any time. From EVERSANA's inception, Diversity, Equity & Inclusion have always been key to our success. We are an Equal Opportunity Employer, and our employees are people with different strengths, experiences, and backgrounds who share a passion for improving the lives of patients and leading innovation within the healthcare industry. Diversity not only includes race and gender identity, but also age, disability status, veteran status, sexual orientation, religion, and many other parts of one's identity. All of our employees' points of view are key to our success, and inclusion is everyone's responsibility. Consistent with the Americans with Disabilities Act (ADA) and applicable state and local laws, it is the policy of EVERSANA to provide reasonable accommodation when requested by a qualified applicant or candidate with a disability, unless such accommodation would cause an undue hardship for EVERSANA. The policy regarding requests for reasonable accommodations applies to all aspects of the hiring process. If reasonable accommodation is needed to participate in the interview and hiring process, please contact us at *****************************. Follow us on LinkedIn | Twitter

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Parsippany, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager for their Parsippany, NJ branch. This candidate is responsible for managing the day-to-day operations of the branch, the internal sales process and customer experience. They are responsible for ensuring all policies and procedures are followed and that the branch staff practices sound risk management. This position is responsible for providing required reporting related to operations and control and adherence to income, expense, and budgetary guidelines and standards, as well as security of equipment and premises, financial controls, collections and loss handling, daily opening and closing procedures. Why this Opportunity? Culture: This bank values a strong team-oriented culture that prioritizes inclusivity and professional development. They believe in creating a supportive and collaborative work environment where all employees feel valued and empowered to reach their full potential. This institution is committed to fostering a positive and family-like atmosphere within the bank and to provide opportunities for career advancement and growth for their employees. Workplace (On-site, Hybrid, Remote): On-site in Parsippany, NJ Function: responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships Requirements: High School diploma. Minimum of 3 years of branch management/supervision experience preferred. Solid interpersonal skills, including listening, written and verbal communication. Ability to work with a wide variety of personalities in a courteous and professional manner. Solid math and analytical skills. Ability to understand and follow safety and security practices. Strong ability to build relationships through consultative conversations and to identify customer needs and translate those needs to sales opportunities. Strong customer service/advocacy skills. Solid organizational and time management skills Ability to effectively coach, develop and manage staff performance. Description: Manage and own all facets of day-to-day branch operations. Manage the successful execution of the internal sales process by all staff to drive results. Ensure all staff are providing an extraordinary customer experience by executing the bank's customer service behaviors. Ensure all staff are operating proficiently with regards to branch operations, policies and procedures and compliance. Actively participate in in local community and business events. Assist the Market Manager in creating the annual business plan for their financial center. Create, with the support of the Assistant Branch Manager, a monthly branch sales tactical plan to ensure sales goals are being met. Ensure the branch meets and exceeds corporate audit and compliance audit expectations. Responsible for managing branch profitability. Responsible for coaching and ensuring employee development process is conducted consistently on a monthly basis. Handle scheduling to effectively meet branch productivity and efficiency standards. Perform and review branch audits.

Role As a Technical Customer Success Manager, you will serve as a strategic partner to our customers, helping them unlock the full value of our platform. You'll own the customer experience end-to-end-guiding users through onboarding, driving adoption, and supporting long-term retention and growth. Success in this role requires combining deep construction scheduling expertise with excellent customer relationship skills. This is a highly technical position that requires hands-on experience with CPM scheduling software and a solid understanding of construction project management workflows. You'll work closely with customers to refine their scheduling processes, lead pilot projects and proof-of-concepts (POCs) and offer strategic guidance on best practices. You'll also collaborate closely with sales, product, and engineering teams, ensuring customer feedback directly informs product enhancements and new features. Key Responsibilities Customer Onboarding & Adoption: Lead hands-on onboarding sessions and ensure customers are set up for long-term success from day one. Relationship Management: Build and maintain strong relationships with key stakeholders to promote engagement and retention. Technical Training & Guidance: Provide expert support on construction scheduling best practices, especially for teams transitioning from tools like Oracle Primavera P6 or Microsoft Project. Pilot & POC Leadership: Manage and support customer pilots and POCs, helping organizations evaluate and realize the platform's value. Retention & Expansion: Identify upsell and cross-sell opportunities and partner with sales to drive account growth. Customer Advocacy: Act as the customer's voice, communicating insights and feature requests to product and engineering. Support & Troubleshooting: Assist customers with technical challenges and coordinate with internal teams to ensure fast resolution. Data-Driven Oversight: Monitor customer usage and engagement data to proactively surface risks and opportunities for optimization. What We're Looking For 5+ years of experience in construction project management (PM, Superintendent, or Project Engineer roles). Deep knowledge of CPM scheduling and construction workflows. Hands-on experience with CPM scheduling tools such as Oracle Primavera P6, Microsoft Project, or similar platforms. Experience with data center construction (preferred). Track record of driving customer satisfaction, retention, and account expansion. Experience managing customer pilots and POCs. Strong troubleshooting skills with the ability to provide clear, actionable technical solutions. Bachelor's degree in Construction Management or Civil Engineering, or equivalent experience. Excellent written and verbal communication skills with the ability to simplify complex concepts. Strong relationship-building skills across both technical and non-technical audiences. Ability to work independently in a remote environment while collaborating effectively with cross-functional teams. Willingness to travel up to 30%. Compensation $125,000-$140,000 per year

Personal Lines Advisor Compensation: $75,000-$80,000 annually + Bonus Opportunity Work Setup: Onsite, Monday-Friday, 8:00 AM - 4:30 PM (Allentown, PA (Training) → Transition to Nazareth, PA Office post training) Avenica partners with a longstanding, people-first insurance organization that has been helping individuals, families, and businesses protect what matters most for over 65 years. This team is known for its exceptional customer service, commitment to education, and dedication to building long-term relationships-not just selling policies. This is an opportunity to join a trusted and community-focused insurance agency as a Personal Lines Advisor. You'll be responsible for servicing existing clients, managing renewals, and helping clients navigate their personal insurance needs with clarity and confidence. How You'll Drive Impact As a Personal Lines Advisor, you'll play a key role in maintaining strong client relationships and ensuring every policyholder feels informed, protected, and valued. You'll manage renewals and rewrites, handle client requests, and identify opportunities to add value through additional coverage or savings. Key Responsibilities: Handle existing clients' processes, renewals, and rewrites with accuracy and care. Provide exceptional in-house customer service and respond promptly to client inquiries. Educate clients on coverage options, technology tools, and ease of doing business. Review renewal policies for accuracy and rate changes; research savings alternatives if renewal increases exceed 15%. Identify opportunities for cross-sells and up-sells and coordinate with the Personal Insurance Producer. Maintain accurate records in AMS360; document all client communications and carrier interactions. Assemble applications, appraisals, and required materials for policy issuance. Monitor renewals, cancellations, and reinstatements to ensure seamless client service. Process and document mail, downloads, and policy updates daily per agency standards. Follow agency E&O guidelines and maintain orderly, up-to-date electronic files. Support special projects or process improvement initiatives as assigned by management. About You You're a relationship builder and problem solver who takes pride in delivering an exceptional client experience. You value accuracy, communication, and professionalism, and you're looking for a long-term opportunity to grow within a respected insurance organization. Qualifications: 3+ years of experience in personal lines insurance or a similar role. Active Property & Casualty License (or willingness to obtain within 45 days of employment). Strong understanding of personal lines underwriting, coverage, and client service. Experience with AMS360 and Microsoft Outlook preferred. Detail-oriented with excellent communication and data-entry skills. Self-starter with strong organizational and follow-up abilities. Why This Opportunity? This position offers the chance to make a meaningful impact while growing your career within an established, supportive organization. You'll work alongside experienced professionals who value mentorship, collaboration, and community involvement. Benefits Include: Competitive salary with bonus potential. Health, dental, and life insurance. 401(k) with company match. Paid holidays, vacation, and sick time. Company-sponsored outings and team gatherings. Support for licensing and professional development.

**Relationship Manager -Corporate Asset Finance** The Relationship Manager for Corporate Asset Finance (CAF) originates and manages equipment finance loans and leases through direct or indirect relationships. Working under limited supervision, the Relationship Manager is a member of an integrated team that provides coordinated access to company's products and services, and is responsible for meeting assigned sales and profitability targets. **Key Responsibilities and Duties** + Develops prospect and customer databases to generate direct and indirect leads. + Works with customer and CAF team to structure risk appropriate transactions within CAF credit and pricing parameters. + Acts as liaison with client and CAF team members to effectively underwrite, document, and close transactions. + Ensures overall customer satisfaction by managing all day-to-day customer facing requirements. + Sells a wide range of company products in response to partners business requirements, including proactively suggesting solutions to customers. + Develops specialized product knowledge and financing expertise for covered industries. + Working with the Bank's credit policy and pricing guidelines, achieves various sales and pricing targets while minimizing credit losses. **Minimum Qualifications:** + 5 years of Corporate Asset Finance or Large Equipment Finance experience + Proficient in lease structuring and pricing (Supertrump) **Preferred Qualifications:** + Tenured direct relationship management/origination experience + Experience with different equipment types including manufacturing, transportation, marine, aircraft, IT, etc. + Significant direct "cold calling" experience **Educational Requirements** + University (Degree) Preferred **Role Specific Work Experience** + 5+ Years Required; 7+ Years Preferred **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 8IC **Additional Job Description:** + This position will focus on lending and leasing through direct relationships. Posting End Date: 12/10/25 **Job Seeker Notice** EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (********************************************************* **Pay Range** $182,100 - $246,400 EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment. 3 days per week in the office (New York City & Florham Park, NJ). OVERVIEW: The Relationship Manager role in Portfolio Management provides comprehensive investment advice and management for Glenmede's private clients and serves as Relationship Manager on designated relationships. This position works closely with an experienced team of wealth advisory and planning colleagues to provide integrated wealth management solutions that meet varied, complex private client needs. This position requires working knowledge of additional practice areas such as financial and estate planning, fiduciary investment and administration, philanthropic advisory, business development and other relevant disciplines. RESPONSIBILITIES: Portfolio Management and Investments. Develop, implement and proactively communicate and manage investment plans on behalf of clients, consistent with Glenmede's best thinking and practices. Formulate client investment objectives, create Investment Policy Statements, develop and implement an asset allocation that enables the client to achieve stated objectives, and monitor overall portfolio construction to ensure alignment with client's wealth objectives. Prepare and maintain client information in accordance with documentation retention practices and procedures utilizing the client relationship management (CRM) system and all other required technology platforms. Become proficient with Glenmede's investment solutions, including Separately Managed Accounts, Private Equity, hedge funds and other specialized strategies. Participate in Investment Policy Committee meetings, Manager Research meetings, and other venues to maintain investment knowledge and contribute to firm thinking. Relationship Management and Client Service. Serve as Relationship Manager on designated client relationships, being accountable for coordinating investments, financial planning, administration and other wealth management advice and solutions. Adopt a ‘leader among peers' management approach in fulfilling Relationship Management responsibilities, and coordinate with external advisors as appropriate. Work closely with other professionals on the team to ensure that clients benefit from our best thinking across relevant wealth management practice areas. Identify financial and non-financial considerations to integrate into the overall investment plan. Supervise support staff and work closely with junior professionals by teaching specific skills and sharing experiences that will allow them to expand their contribution to the firm. Business Development. Participate in new business development process, attend Glenmede-sponsored events, cultivate COI's, and partner with Business Development Officers to create, present and execute investment proposals tailored to meet client objectives. Firm Building. Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes. Ability and willingness to contribute to the advancement of team, office and business capabilities. Other duties as required by the position. REQUIRED QUALIFICATIONS: Bachelor's degree required. A minimum of ten years' experience in Investment Management with a focus on Portfolio Management and a track record of investment success. PREFERRED QUALIFICATIONS: Ability to manage difficult or complex investment portfolios for investment management accounts or fiduciary (irrevocable or revocable trust) accounts. Proven ability to work with private clients in a collaborative team-based environment. Strong knowledge of and interest in the Capital Markets. Knowledge, understanding and ability to discuss other wealth management disciplines and how they integrate into a comprehensive plan. Commitment to the investment and wealth management industry as demonstrated by an advanced degree (MBA) or certification (CFA). Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit ************************ Our Benefits Overview: -Competitive health and welfare benefits, including company HSA contributions -Numerous voluntary benefit choices available -Superior 401k match -Tuition reimbursement -Company subsidized commuter benefits -Generous paid time off, including parental leave -Plus more! Salary Range: $125,000 - $275,000 Actual compensation packages are based on several factors unique to each candidate, including but not limited to job-related knowledge and skills, experience, education/training, business needs, market demands, and geographical location. Base salary is only part of the total compensation package. Glenmede is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Glenmede is committed to the principle of equal employment opportunity for all employees and applicants and to providing employees with a work environment free of discrimination, retaliation, and harassment. All employment decisions, including hiring decisions, at Glenmede are based on business needs, job requirements and individual qualifications in full compliance with all local, state and federal laws prohibiting discrimination on the basis of any status protected by the laws or regulations in the locations where we operate. Glenmede will not tolerate discrimination or harassment based on any of these characteristics. **************************************************** ** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede. #LI-Hybrid

Provident Bank is seeking seasoned Relationship Managers - Commercial Lending to join our team! Come learn why we are the Premier Super Community Bank! How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi-billion-dollar bank that continues to grow with branches in New Jersey, Eastern Pennsylvania and New York. Our longevity is a testament to our commitment to placing our employees, customers, and the communities we serve at the center of all we do. At Provident Bank, we are committed to enhancing our customer and employees' experience. POSITION OVERVIEW: Under general direction, this position is responsible for origination, evaluation and structuring of complex loan requests and transactions. Additional responsibilities will include portfolio management and cross-selling other Bank products and increasing the bank's visibility in the marketplace. The position is considered the more experienced job in the job family. KEY RESPONSIBILITIES: Solicits credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness Oversees the preparation of loan presentation including detailed financial analysis and assessment of borrower's financial capacity and creditworthiness. Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure displaying sound credit judgment. Establishes and promotes customer and community relationships; cross sells other Bank products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques. Manages all aspects of assigned loan portfolio with emphasis on covenant and bank policy compliance, credit quality and delinquency control. Facilitates closing of the loan transactions with strict compliance with approved terms and conditions. MINIMUM QUALIFICATIONS: 5-10 years of related commercial lending experience within the financial industry Bachelor's degree in Accounting, Finance or Business Administration Comprehensive loan analysis experience. Comprehensive loan analysis experience. Comprehensive financial analysis experience. Comprehensive knowledge of underwriting techniques. Proven new business track record. Strong oral, written and communication and management skills. Proficient with software programs (Microsoft Word, Excel and Argus). WORKING CONDITIONS Work is mainly performed in a normal office environment. Noise levels usually are moderate. May also involve travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting. This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $92,300 - $219,800 annually Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans.

The overall purpose of this position is to help manage vendor relationships for event-related service providers within the Conferences, Events & Experiences (CEE) department and related functions. The Event Vendor Relationship Manager plays a key role in establishing, maintaining, and optimizing relationships with third parties to ensure seamless service delivery and adherence to IEEE's standards and objectives. We are seeking an experienced and detail-oriented professional who will serve as a subject matter expert in the selection and management of goods and services required to produce meetings and events of all sizes and types. This includes creating and implementing processes to evaluate and manage existing vendors, developing frameworks for qualifying new providers, identifying and monitoring key performance indicators (KPIs), assessing performance, evolving business terms, and maintaining strong business-to-business relationships with key suppliers. This position involves a high degree of collaboration with senior staff, volunteer leadership, and internal subject matter experts across CEE, Legal & Compliance, Strategic Sourcing, Information Technology, and other shared services. The incumbent must be adept at fostering positive relationships, ensuring compliance, and supporting operational excellence across assigned portfolio. Key Responsibilities * Vendor Selection & Vetting * Identify, research, and build relationships with qualified vendors across event categories (venues, AV, catering, logistics, décor, etc.). * Works with SMEs within the IEEE CEE team as well as current customers to understand current services and terms * Lead vendor vetting processes, including portfolio reviews, reference checks, and verification of compliance, insurance, and licensing. Seeks agreement with end users on needs and qualitative requirements. * Maintain and regularly update an inventory of preferred vendors. * Contracting & Negotiation in concert with authoritative entity such as IT, Finance, Legal, etc. * Support the negotiation of vendor agreements, pricing, and terms in collaboration with legal and finance teams. * Ensure all contracts reflect service expectations, event requirements, and risk management protocols. * Performance Monitoring & Relationship Management, quarterly reviews, issues reports to management, etc. * Track vendor performance using standardized evaluation tools and metrics as agreed with Sr. Director.(e.g., on-time delivery, service quality, flexibility). * Coordinate and document post-event reviews with stakeholders to collect feedback and address any concerns. * Serve as a primary relationship manager for establishing and measuring, vendors, ensuring responsive communication and timely conflict resolution. * Build long-term, mutually beneficial relationships with high-performing vendors. Recommend continuous improvement opportunities and innovations * Identify and implement process improvements in vendor onboarding, evaluation, and performance tracking. * Keep accurate vendor records and documentation within internal systems. * Seeks opportunities to automate, innovate and hasten operations through the use of technology. Travel Information * 5-10% approx. 2-3 trips per year which may include weekends Education * Bachelor's degree or equivalent experience Business, Hospitality, Event Management, or related field. Req Work Experience * 6-8 years' Experience in vendor management, procurement, or operations within events, hospitality, or related industries. Licenses and Certifications. * Certification in Event Planning (CMP, CSEP) or Vendor Management is a plus Pref Skills and Requirements. * Excellent communication skills including creating and delivering presentations to global audiences. * Strong negotiation, relationship-building, and organizational skills. * Proficiency in Microsoft Office, project management platforms, and CRM/vendor tracking tools. * Ability to work independently and manage multiple vendors simultaneously in a fast-paced environment. * Familiarity with vendor compliance tools (e.g., Avetta, ISNetworld). * Experience in event production cycles and working with cross-functional teams. Other Requirements: As defined in IEEE Policies, individuals currently serving on an IEEE board or committee are not eligible to apply. PLEASE NOTE: This position is not budgeted for employer-sponsored immigration support, this includes all persons in F (both CPT and OPT), J, H, L, or O status. For information on work demands and conditions required for this position, please consult the reference document, ADA Requirements. This position is classified under Category I - Office Positions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. =============================================== Disclaimer: This is proprietary to IEEE. It outlines the general nature and key features performed by various positions that share the same job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties and qualifications required of all employees assigned to the job. Nothing in this job description restricts management's right to assign or re-assign duties to this job at any time due to reasonable accommodations or other business reasons.

The Relationship Manager is a client-facing position dedicated to maintaining, deepening, and enriching client relationships. As the primary contact for all service-related needs of a RIA firm, the Relationship Manager ensures exceptional service delivery. Additionally, they may assist with various business functions, including marketing, performance reporting, and office administration. This individual will deliver prompt and exceptional client service, handling requests, inquiries, and transactions such as money movement, security transfers, account maintenance, and online access assistance with flawless execution. Manage the new account onboarding process, including preparing and gathering necessary documents, processing applications on the custodian platform, and performing additional tasks as required. Proactively engage with clients to enhance and grow relationships and assist the team in preparing for client meetings. The ideal candidate is detail-oriented, and possesses strong communication, organizational, time management, and problem-solving skills. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: **************************************************** Skills and Requirements -Bachelor's degree in finance or related field - 2-5 year's experience in Client Services within Financial Services industry - Strong communication skills and growth mindset - Series 65 Certification

This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. Position Summary The Branch Relationship Manager directly manages and oversees one or more branches and is accountable for sales activities, customer experience, operational integrity, branch efficiency, and employee management and development within the branch. This position is responsible for developing long-lasting relationships with consumer and business customers as well as being accountable for customer satisfaction, deepening customer relationships, consumer and business acquisition, retention, and deposit growth objectives to identify and support the needs of our customers growth objectives. In this role you will be responsible for one or more branches within reasonable distance of each other, with a book of business of $75MM or more and totaling five employees or more. The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors. This position is eligible for incentive pay based on achievement of company and/or individual goals. In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Primary Responsibilities Manages Business Development, Customer Experience, Operational and Sales Activities Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s) Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market. Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling. Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture. Manages and enhances client relationships through coaching and mentoring staff. Mentors staff in: Business Development, Cold Calling, Prospecting, and Lead Generation. Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs. Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met. Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles. Communicates, reinforces, and monitors team behavioral standards. Ensures follow-up activities are employed to maximize closing business. Create an environment conducive to developing long lasting relationships with customers, business owners, and internal partners Maximize customer satisfaction by delivering “5 Star Customer Service”. Represent the bank through active involvement in a local community organization. Host regularly scheduled events that include but are not limited to Bank at Work, Financial Literacy, and Product and Service Seminars. Engage customers to deepen relationships, gauge customer satisfaction. Have expert understanding of Bank's consumer and business products and services. Understand and listen to our customers and deliver appropriate consumer and business solutions. Responsible for team development and branch management, as well as overseeing the operations of the branch to maximize efficiency Oversees the overall operational effectiveness of the branch. Has expert knowledge of Bank's policy and procedures. Regularly communicates changes to branch staff and ensures staff understands and adheres to same. Supervises all related training, Human Resource and Employee Relation issues. Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing, and compliance requirements. Opens accounts in a platform environment. Compliance with all Bank Secrecy Act Regulations; Customer Identification Program and know your customer requirements. Oversees that the staff ensures the branch is opened and closed in compliance with procedures. Scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operational functions. Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy. Provide factual and well documented employee performance appraisals. Strong knowledge and understanding of Human Resource policies as put forth by the Bank. Ability to perform all duties for all positions within the branch as necessary. Assist in other areas of the bank/branch as assigned. Position Requirements High school diploma or equivalent required. College degree preferred.. 5 years of retail banking experience required Extensive knowledge of retail banking regulations and retail branch operations Demonstrates effective sales/service behaviors Must be mobile to meet the needs of the business, working flexible hours in various branch locations May be required to work extended hours, including weekends Strong leadership skills Ability to speak to others with poise and confidence Ability explain procedures, both written and verbal All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.

Job DescriptionDescription: About The Company: Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built. PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: The Strategic Relationship Manager will report directly to the Distribution Relationship Leader and will be responsible for overseeing and driving the growth, strategy, and performance of PCS insurance distribution partners. This role will strengthen broker and agency partnerships and ensure the delivery of tailored insurance solutions that protect the lifestyle and assets of HNW individuals. The successful candidate is an effective communicator who can align and influence internal and external stakeholders while building trust and commitment for PCS. Key Responsibilities: Strategic Relationship Management Contribute to the ongoing communication of the underwriting strategy, including large account targets to deliver growth and profitability to maximize distribution value. Execution of broker plans, benchmark wealth segments, monitor top producer progress to capitalize on growth opportunities. Monitor industry trends and competitive landscape to inform strategic decisions. Partnership Management Build and maintain relationships with assigned brokers, agents, and distributors who specialize in HNW clientele. Identify distribution partners that align with PCS large account strategy and product offerings. Sales Enablement Provide training and resources to ensure distributors understand the unique aspects of PCS HNW insurance products. Client-Centric Solutions Collaborate with underwriting and clients to tailor offerings and unique insurance solutions. Performance Management Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application. Regularly review channel performance against growth objectives. Additional Responsibilities: Work in collaboration with the Distribution Relationship Leader and other Field stakeholders on annual budgeting process. Collaborate with National Distribution Leader and Large Account Leader and Underwriting to generate and expand new and existing business opportunities. Qualifications: Experience 5+ years in personal insurance, with at least 2 years focusing on HNW client distribution. Proven track record of achieving sales and growth targets. Skills Strong understanding of HNW client needs and luxury asset protection. Exceptional relationship-building and negotiation skills. Highly skilled in strategic development, business building, and project execution, with a proven ability to deliver key programs on time. Remarkable communication skills, including the ability to develop and present clear and concise analysis and recommendations to internal and external stakeholders. Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy. Equal Employment Opportunity Policy: PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status. Requirements:

**Client Relationship Manager-Banking & Financial Services** Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. **Key Responsibilities** · Build trusted relationships with client stakeholders · Understand the client environment, issues, and priorities · Work with clients to define their problems and co-create solutions · Drive RFPs / proactive bids with regards to renewals, extensions, and expansion · Track of BFS industry trends relevant to client business and bring forth proactive ideas and solutions · Serve as the day-to-day point of contact for the clients · Responsible for backlog growth including renewals and extensions of current engagements · Lead the onsite project teams and ensure they understand the client environment **Required Experience** · Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical. · Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account · Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite · Ability to interface at all levels of an organization · Excellent oral and written communication skills and executive presentation and persuasion skills are required · Bachelor's degree **Preferred Experience** · MS or MBA degree · Strong background in a project environment and application development in the BFS vertical. · Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment · Must be detail oriented and able to manage and maintain all facets of complex assignments. · Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications · Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and Other Compensation** : The annual salary for this position is between $160,000-$180,000 depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual bonus program, based on performance and subject to the terms of Cognizant's applicable plans. **Benefits** : Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: + Medical/Dental/Vision/Life Insurance + Paid holidays plus Paid Time Off + 401(k) plan and contributions + Long-term/Short-term Disability + Paid Parental Leave + Employee Stock Purchase Plan **Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law. **A Good fit for the Cognizant culture** A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization **Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.** Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Relationship Manager Direct Hire Industry: Roofing/Construction Pay Rate: $50,000 + Commission ($25-$60k Anticipated) Overview: Our client, a prominent roofing services provider, is looking for a Relationship Manager for a full time position based out of East Hanover, New Jersey. Our client offers a unique opportunity for Relationship Managers to earn a substantial income through base salary and an aggressive commission structure, with current managers averaging between $110,000 - $150,000 annually. This role is ideal for self-motivated, competitive individuals ready to leverage their sales skills in a consultative role, making a tangible impact on clients businesses and their own financial success. Responsibilities Identify and secure new business opportunities with commercial real estate owners and managers, while maintaining and enhancing relationships with existing clients. Employ a consultative sales approach to understand client needs and offer tailored solutions for their roofing challenges, ensuring services exceed standard offerings in the market. Account Growth: Focus on turning new clients into repeat customers through strategic account management and by fostering trust, utilizing our tools and methodologies to assist clients in budgeting and planning for roof repairs and maintenance. Collaboration and Teamwork: Work closely with Service Technician teams to ensure service delivery aligns with client expectations, upholding our core values of pride in work, exceeding standards, mutual respect, and care in every interaction. Sales Strategy Implementation: Apply proven sales methodology to create and capitalize on sales opportunities, ensuring a deep understanding of the roofing industry's challenges and solutions. Meet and exceed sales targets, with the potential to earn significant commission on top of a base salary, by leveraging traditional sales skills and a competitive, energetic approach to client engagement. Requirements: - Minimum of 3 Years of B2B Sales Experience. - Valid Drivers License. - Basic Computer and Math Skills. - Comfort with Climbing Ladders. - Capability to lift 50 lbs. Preferred: - Construction/Roofing Experience. - 5+ Years of B2B Sales Experience. Compensation: - $50K Base Salary plus uncapped commission (anticipated $25K-$60K). - Paid Vacation. - Medical Benefits. - Company Vehicle, Cell Phone, and Computer provided.

If you are looking for a fast-paced, dynamic environment, where learning and innovative thinking occurs daily, this is where you want to be. As an Events Relationship Manager in Early Careers, you will partner with recruiters to execute on event strategy in conjunction with recruiting leadership, engage with internal and external partners to identify the best event set-up. You will manage end-to-end planning, logistics and execution across virtual and in-person events and large conferences. The Relationship Manager will also be the direct manager for several Events Specialist. Job Responsibilities Partner with the recruiting and sourcing functions to execute on event strategy set in conjunction with senior leadership. Engage with internal and external partners to identify the best event model for the population at hand. Manage a team of Events Specialists. Act as a conduit between the Early Careers function and external vendors (such as hotels, conference centers, etc.), ensuring agreements are executed timely, with a cost-conscience lens, and overall, in the best interest of the firm. Own end-to-end planning, logistics and execution across multiple events and large conferences. Create and update a project plan to ensure all aspects of event preparation are covered; track against key deliverables. Book rooms/AV services, order catering, marketing materials, use events system for invites/RSVPs. Plan and execute summer program events (week one orientation, networking events, senior speaker series, etc.) in multiple locations. Manage candidate travel and expense reimbursement; answer ad-hoc questions. The Relationship Manager will be expected to travel as needed to events throughout the U.S. Create and submit expense reports; centrally track all expenses. Manage upfront logistics for virtual events; host virtual info sessions and interviews on zoom on a regular basis. Manage candidates in the applicant tracking system for all covered events, including real-time status updates and accurate completion of data. Create resume bundles, build interview schedules, print materials, create folders and day-of materials. Complete additional projects and/or tasks to ensure the team can deliver results as needed. Required Qualifications, Capabilities, and Skills Management experience required Project and or/event management experience; Strong organizational skills, follow-through and results orientation; ability to manage time, prioritize and escalate appropriately. Operates with a sense of urgency, strong attention to detail and focus on accuracy and data integrity; ability to multi-task across tactical and strategic initiatives. High degree of flexibility and adaptability in work style and communication style; high degree of initiative and desire to work in a fast-paced, dynamic environment. Strong verbal and written communication skills across audience levels Strong focus on operational excellence, ability to manage end to end processes seamlessly. Team player combined with motivation to work individually. Ability to create a positive experience for both internal and external constituents and ability to handle Human Resources (HR) information and data both confidentially and sensitively. Proficiency in using Zoom for virtual meetings, including scheduling, hosting, and participating in video conferences. Preferred Qualifications, Capabilities, and Skills Track record of being a positive contributor in a large team environment. Ability to build relationships with internal stakeholders, applicants and prospects. Proficient in Microsoft Word, Excel, PowerPoint, Outlook. HR experience preferred.

JobID: 210666520 JobSchedule: Full time JobShift: Base Pay/Salary: Brooklyn,NY $142,500.00-$200,000.00; Jersey City,NJ $142,500.00-$200,000.00 Join the Commercial Card team! As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank Commercial Card clients, each with annual spend exceeding $20 million. Your primary objectives will be to drive growth and expansion through strategic payables solutions, cross-sell products, and ensure account retention. In this role, you will build and maintain strong relationships with both your clients and internal partners to achieve growth targets, retain accounts, and promptly resolve product or service issues. You will be responsible for maintaining high levels of customer satisfaction by engaging in regular, meaningful communication, conducting informative bi-annual or annual account reviews, sharing best practices, collaborating with service and operations teams to address concerns, and leading structured, revenue-generating optimization initiatives. Job Responsibilities * Develop and execute client expansion and retention strategies proactively. * Focus on overall client experience and scorecard objectives; exceed satisfaction and profitability objectives. * Lead solution development efforts within the portfolio to best address client needs, while coordinating the involvement of all necessary internal company stakeholders. * Build strong internal partnerships and alignment with Commercial and Investment Bank Global Corporate Bankers and Treasury Services (TS). * Demonstrate in-depth knowledge of commercial card payment products and understand the market landscape. * Serve as a commercial card Subject Matter Expert and become a Trusted Advisor for clients and LOB partners Required qualifications, capabilities, and skills * Bachelor's degree and/or 5+ years of experience in Payments, Treasury or Commercial Card * In-depth product knowledge of Payables solutions including Commercial Card * Proven client ownership and trusted advisor relationship building skills * Demonstrable track record evidencing an exceptional client experience with measurable results and the ability to proactively build relationships and trust with clients. * Experience in managing multiple clients with competing priorities and deadlines * Excellent presentation and communication skills, including experience presenting to C-Level executives * Excellent negotiating skills * Proven ability to innovate, problem solve, and develop customized solutions to solve client issues and challenges * Highly proficient in Microsoft Suite (Outlook, PowerPoint, Excel), Salesforce, and Video Conferencing * Proven ability to innovate, problem solve, and develop customized solutions to client issues and challenges * Effective team player with a strategic mindset, able to assess how actions affect subsequent processes and outcomes Preferred qualifications, capabilities, and skills * Possess accounting and finance knowledge, understanding of client accounting systems and ERPs; workings of sFTP and API

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION SUMMARY: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Compose professional business correspondence via letter, email, and/or other means Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims. Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company. Attend client meetings with the Advisor or Director Risk Management, when requested Assist co-workers in responding to client inquiries or processing work, when needed Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance. Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured. Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed. Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Demonstrates effective presentation skills through both verbal and written communications. Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs. Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). 3+ years of experience in a Commercial Account Manager role. OTHER: Fast paced, multi-tasking environment. Travel as required. #LI-JL1 #LI-HYBRID IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of varying complexity and importance, including all administrative, operational and risk management activities for GCM transactions. Serves as main point of contact with the client and internal and external service partners to follow short and long-term strategies to achieve sustainable earnings growth and compliance with Bank and Division strategic plans. Manages daily administration of assigned transactions, including delivering exceptional service to clients, ensuring all internal controls are satisfied. Works with internal partners as appropriate. Primary Responsibilities: Monitor relevant administrative and operational systems, databases and activity related to accounts of moderate to significant intricacy, complexity and level of risk, to ensure accounts are setup and operating within established policies, procedures and guidelines. Review, analyze and provide comments to counsel related to negotiation and drafting of operative documents and agreements for assigned accounts. Coordinate activities related to monitoring risks and ensuring regulatory compliance for assigned accounts with Legal, Risk, Compliance and/or Audit as required. Research and resolve issues related to control and client service aspects of assigned accounts in a timely manner to maintain customer satisfaction, working with appropriate internal and external resources as required. Work with external parties, including attorneys, financial advisors, interested parties and alliance/service partners, to structure and close GCM transactions in a timely manner. Complete various account administration activities of moderate to significant intricacy, complexity and risk including, timely cash flow execution and fee billing, internal and external reporting and tickler processing. Participate, along with GCM Sales, in sales calls to current and prospective clients, either in-person or over the phone and prepare fee proposals to support new business opportunities. Evaluate fees for suitability and conformance with fee schedules. Partner with Fee Billing to monitor and timely collect aged receivables. Manage relationships, cultivating current and prospective clients and referral sources to uncover opportunities and potential sources of new business including representing GCM at transaction closings, attending and chairing client meetings and presentations and preparing relevant documentation to support the attraction, retention and expansion of client relationships. Identify areas, based on transaction knowledge and fees charged, where revenues can be increased by charging additional fees when services change; advise management of these opportunities. Implement approved fee increases, fee discounts and waivers as identified or instructed and per established controls and procedure. Provide coverage and support for other Relationship Mangers within assigned Section/Unit as required by absence. Represent GCM and/or lead departmental projects and Corporate initiatives on a periodic basis. Assist management with the development and operation of business products and processes. May supervise and/or mentor less experience associates. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Education and Experience Required: Bachelor's degree and a minimum of 2 years' client service experience in Global Capital Markets products or markets, OR in lieu of a degree, A combined minimum of 6 years' higher education and/or work experience, including a minimum of 2 years' client service experience in Global Capital Markets products or markets High level of proficiency with personal computers as well as pertinent software Prior experience reading, analyzing and interpreting legal documents Prior experience calculating amounts such as discounts, interest, commissions and percentages Familiarity with corporate structures, relevant laws and regulations Proven problem-solving skills Strong verbal and written communication skills Strong analytical skills Education and Experience Preferred: CCTS (Certified Corporate Trust Specialist) certification Working knowledge of pertinent specialized internal software applications Managerial or leadership experience Demonstrated sense of ownership in jobs or projects M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $96,572.54 - $160,954.23 (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationIselin, New Jersey, United States of America

When you join Kyocera Document Solutions America, Inc. you are joining an organization that is deeply rooted in the Philosophy of “doing what is right as a human being.” Through this Philosophy, our employees are passionate about providing best in class customer service through efficiency, accountability, and a sense of urgency all while putting knowledge to work to drive change. In addition, we're a Great Place to Work… and we really mean it! Kyocera Document Solutions America, Inc. was officially certified a Great Place to Work since 2022. An organization earns this distinction when its employees have expressed their trust in the people they work for, have pride in what they do and enjoy the people they work with. We are seeking a highly organized and proactive Client Manager to lead and oversee the execution of large-scale, multi-state machine installation projects. This individual will be responsible for end-to-end project management, coordination of third-party vendors, and maintaining clear, professional communication with our customers throughout the implementation lifecycle. The chance to do something meaningful, to challenge yourself, to be a part of change in an industry, to influence change doesn't come around every day. Responsibilities + Create large scale implementation plans for multi-vendor engagements. + Lead the planning, scheduling, and execution of machine implementation projects across multiple states, ensuring timely delivery. + Source, and manage third-party vendors responsible for installation, transportation, and on-site services. Ensure vendor compliance with project timelines, and contractual obligations. + Serve as the primary point of contact for customers throughout the project. Provide regular updates, manage expectations, and resolve issues quickly and professionally. + Collaborate closely with internal teams (ICT, sales, logistics, and service) to ensure all technical and operational requirements are met. + Maintain accurate records of project progress, vendor agreements, site readiness, and customer feedback. Provide regular status reports to internal stakeholders. + Coordinate with the Customer Operations Manager to track, monitor, and report implementation progress. + Serve as the primary point of contact for installations, internal teams, and clients during the implementation phase. + Troubleshoot order issues, account discrepancies, and service setup concerns in a timely and professional manner. Qualifications Required: + 5 years' experience within the office product industry + 2+ years in customer service, project management, account management, or a similar client-facing role. + Demonstrated strong problem-solving skills through effective analysis and resolution of complex issues. + Highly proficient in communication both verbally and written. + Proficiency in MS office and strong general computer skills. + Excellent organizational time management skills + Strong attention to detail and commitment to accuracy + Proven ability to work independently with minimal supervision while maintaining high-quality results. Preferred: + Bachelor's degree in business administration or related field + PMP Certification The typical pay range for this role is $81,000 -$119,000. This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography, and other relevant factors. This position may include a discretionary bonus based on performance. Note This is a general description of the duties and responsibilities most frequently required of this position. The company may from time-to-time request that the incumbent perform other related tasks and assume reasonable responsibilities that have not been specifically included in this description. Kyocera Document Solutions America, Inc is a group company of Kyocera Document Solutions Inc., a global leading provider of total document solutions based in Osaka, Japan. The company's portfolio includes reliable and eco-friendly MFPs and printers, as well as business applications and consultative services which enable customers to optimize and manage their document workflow, reaching new heights of efficiency. With professional expertise and a culture of empathetic partnership, the objective of the company is to help organizations put knowledge to work to drive change. Kyocera is looking for enthusiastic and innovative people to help our customers run their businesses more efficiently and more profitably. We offer a generous benefits package including medical, dental and vision plans, a 401k match, flexible spending, disability and life insurance, plus paid time off and holidays. KYOCERA Document Solutions America, Inc. is an Equal Opportunity Employer, a VEVRRA Federal Contractor, and complies with all applicable federal, state, and local laws regarding nondiscrimination. Kyocera provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, or protected veteran status. Qualified minorities, women, protected veterans, and/or individuals with disabilities are encouraged to apply.

ADP is hiring a Client Experience (CX) Manager - Salesforce / Client Journey Modernization (CJM). The successful CX Manager is a detective at heart, obsessed with identifying and understanding opportunities. They leverage their understanding of the business units and opportunities from our clients to drive improvements in our internal sales, implementation, and service tools. They are able to understand the perspective of many while putting the puzzle pieces of a problem together. The successful CX Manager brings data-driven client perspective, gathered across business units and product lines, with direction from the Director CX. They partner with the Business Architect team to align opportunities to use cases within our client journey modernization (Salesforce) initiative, ensuring our internal tools empower our associates to meet clients' needs. They are comfortable challenging the status quo to improve our client experience. Day to day, they are adept at designing and leading strategic research projects, leveraging a variety of research and analysis methodologies for analysis, and synthesizing complex concepts for stakeholders. The CX Manager should work creatively to not only identify our biggest obstacles, pain points, and frictions, but also to help recommend and implement positive change. This role is uniquely positioned to leverage insights from our clients and associates to drive solution design of ADP's CRM, Salesforce/The Zone. Experience with Salesforce CRM and/or Experience Cloud is a benefit. KEY RESPONSIBILITIES: Design and execute qualitative research deep dives into the functional client experience in order to identify deeper root cause, ultimately leading to the presentation and support of recommendations for service tools (i.e. Salesforce) Partner with Salesforce Business Architects and Solution Architects to match client opportunities to CRM functionality Partner with data & predictive analytics teams, using research findings, to pinpoint specific improvement opportunities and use cases Support the monitoring of value and experience realization for rollouts Conduct primary research with clients and associates leveraging a variety of methodologies (including IDIs, TDIs, ethnography, surveys, etc.) to provide insights to the broader organization that will drive process and behavior changes Provide recommendations for service, digital, and operational experiences Build strong partnerships and influence across cross-functional teams, including product, development, user experience, and business unit groups Present insights and recommendations regularly to senior leadership Consult with departments across the enterprise to ensure the successful implementation, execution, and adoption of recommendations Perform other duties as needed QUALIFICATIONS REQUIRED: Minimum of 4-5 years of experience in a research, customer/client centric or customer/client advocacy roles. Strong qualitative and ethnographic research skills -- both in execution and design. Ability to both design strategic research projects and help execute recommendations. Creative problem solving Cross Functional Collaboration Strong quantitative and analytical skills. Strong facilitation skills. Broad business perspective and understanding. Excellent Communication Skills - verbal & written.