Relationship manager jobs in Franklin, NJ - 1,316 jobs

For more Job Opportunities follow FINTRUST CONNECT here: FinTrust Connect: Jobs | LinkedIn Branch Manager I -Lyndhurst, NJ FinTrust Connect is excited to announce that we have partnered with a well-established community bank in search of a Branch Manager Lyndhurst, 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 Lyndhurst, 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.

Since 1951, Marshall Industrial Technologies - an employee-owned company - is dedicated to keeping regional manufacturing and industrial clients running and keeping on schedule. Our goal is to be the first call when clients need industrial work done. We provides comprehensive services for industrial plant maintenance, repairs, expansions, and capital project installations. We specialize in offering "turnkey" solutions for projects of any size, ensuring facilities run efficiently and on schedule. Our fully trained technicians are committed to delivering value and quality with a strong emphasis on safety and productivity. With 24/7 availability, our team is dedicated to meeting the needs of businesses around the clock. Role Description This is a full-time, hybrid location Sales Manager role based in Trenton, NJ and Stockertown, PA. Experience with Mechanical, Electrical, HVAC/R and/or Machine Shop services in an industrial/manufacturing setting is desirable. Preferred candidates possess the education, experience, and versatility to align our services with our client's maintenance and/or project needs. You will foster and grow relationships with existing accounts and identify new clients or contacts that can benefit from our services. Additionally, the Sales Manager will work with our operations groups to ensure quotes and proposals address client concerns. You will have the ability to interpret and balance communications between internal and external customers at all levels and develop action plans to meet organizational goals. Qualifications Proven skills in sales planning, client account management, and achieving sales targets Strong organization, time management, communication, and interpersonal skills Excellent verbal and written communication skills Previous experience in industrial technology, maintenance, or related fields is a plus Experience in navigating a siloed organization and providing strategic guidance Strong business acumen Proficiency in CRM software (HubSpot), Microsoft Office, and relevant sales tools Ability to multi-task effectively in a fast-paced, multi-location environment Bachelor's degree in Business, Marketing, or a related field is preferred Valid driver's license required Physical Requirements Regularly requires a high degree of mental effort, talk and hear, gross and fine manipulation, read both print and screens for extended periods of time. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. Regularly required to walk and sit Occasionally required to reach with hands and arms, lift 25 lbs. max, stand and stoop, kneel, or crouch, and climb stairs. Expected to work in a loud level of volume environment. Compensation: Marshall offers a robust compensation package including: Competitive base salary with bonus. 401k Retirement Plan Vacation during first year at entry-level with more earned for greater tenure Sick/Personal Pay Medical / Health Insurance Plans, Dental coverage, Additional voluntary benefits include several life insurance options, accident insurance, several disability insurance options, and more. We recognize that great talent can come from a variety of backgrounds. We are an equal opportunity employer committed to affirmative action and diversity. Background, MVR checks, and drug tests are performed for all positions. Equal Opportunity Employer including Disability/Vets

At Genmab, we are dedicated to building extra[not]ordinary futures, together, by developing antibody products and groundbreaking, knock-your-socks-off KYSO antibody medicines that change lives and the future of cancer treatment and serious diseases. We strive to create, champion and maintain a global workplace where individuals' unique contributions are valued and drive innovative solutions to meet the needs of our patients, care partners, families and employees. Our people are compassionate, candid, and purposeful, and our business is innovative and rooted in science. We believe that being proudly authentic and determined to be our best is essential to fulfilling our purpose. Yes, our work is incredibly serious and impactful, but we have big ambitions, bring a ton of care to pursuing them, and have a lot of fun while doing so. Does this inspire you and feel like a fit? Then we would love to have you join us! The Senior Oncology Account Manager (SOAM) for the Dallas territory builds and maintains strong professional relationships with key customers and stakeholders across Dallas/Ft. Worth including private practices, medical group practices, hospitals/academic medical centers, and ancillary staff involved in the care of cancer patients. Therapeutic area: Gynecologic Oncology. Territory: Dallas, Ft. Worth, Amarillo, Bedford, Richardson, Rowlett, and others. As a clinical and business leader, the SOAM represents the values of Genmab by providing approved disease and product information, resources, and support to key decision-makers and stakeholders within the assigned geography. Responsibilities Effectively support Genmab's Solid Tumor Oncology portfolio in the U.S. marketplace, focusing on customers within the Dallas territory. Achieve or exceed assigned sales goals by effectively positioning Genmab's products for appropriate patients. Demonstrate effective time management by prioritizing engagements that drive brand value and patient impact. Develop and implement a robust territory business plan tailored to the needs of the Dallas oncology landscape. Flex seamlessly between virtual and in-person engagements, aligning with customer communication preferences. Analyze key market data points and convert insights into actionable business plans. Build and sustain long-term, value-based relationships with customers across all assigned accounts. Represent Genmab's brands in a professional, compliant, and ethical manner. Maintain a deep understanding of disease states, Genmab's brands, and competitor products to effectively communicate value across all channels (digital and live). Demonstrate proficiency in navigating the reimbursement environment for injectable oncology therapies. Exhibit strong territory management and superior selling competencies, with a focus on gaining meaningful in-person access to customers. Contribute to team effectiveness by sharing insights, experiences, and best practices. Manage territory resources and budget effectively. Comply with all laws, regulations, and company policies governing Genmab U.S. operations. Requirements Bachelor's degree (BS/BA) required. Five or more years of pharmaceutical sales experience; minimum three years of demonstrated success in oncology sales. Gynecologic Oncology, Antibody-Drug Conjugate (ADC) therapy, rare disease, and solid tumor experience preferred. Oncology product launch experience preferred. Proven account management capabilities, advanced selling skills, and a consistent record of exceeding goals. Strong business analytics skills to understand and act on key market drivers. Demonstrated ability to build and maintain professional relationships with oncologists, office staff, and key influencers. Proven success working cross-functionally in matrix teams. Self-motivated, with a record of continuous learning and development. Proficiency in MS Word, Excel, PowerPoint, Outlook, Teams, and Veeva Engage. Flexible, detail-oriented, and adept at managing multiple priorities. Excellent communication, organizational, and presentation skills. Commitment to operating within ethical and regulatory standards. Must reside within the Dallas territory and be available for regional travel as required. For US based candidates, the proposed salary band for this position is as follows: $160,000.00---$240,000.00 The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, and location. Also, certain positions are eligible for additional forms of compensation, such as discretionary bonuses and long-term incentives. When you join Genmab, you're joining a culture that supports your physical, financial, social, and emotional wellness. Within the first year, regular full-time U.S. employees are eligible for: 401(k) Plan: 100% match on the first 6% of contributions Health Benefits: Two medical plan options (including HDHP with HSA), dental, and vision insurance Voluntary Plans: Critical illness, accident, and hospital indemnity insurance Time Off: Paid vacation, sick leave, holidays, and 12 weeks of discretionary paid parental leave Support Resources: Access to child and adult backup care, family support programs, financial wellness tools, and emotional well-being support Additional Perks: Commuter benefits, tuition reimbursement, and a Lifestyle Spending Account for wellness and personal expenses About You You are genuinely passionate about our purpose You bring precision and excellence to all that you do You believe in our rooted-in-science approach to problem-solving You are a generous collaborator who can work in teams with a broad spectrum of backgrounds You take pride in enabling the best work of others on the team You can grapple with the unknown and be innovative You have experience working in a fast-growing, dynamic company (or a strong desire to) You work hard and are not afraid to have a little fun while you do so! Locations Genmab maximizes the efficiency of an agile working environment, when possible, for the betterment of employee work-life balance. Our offices are crafted as open, community-based spaces that work to connect employees while being immersed in our powerful laboratories. Whether you're in one of our office spaces or working remotely, we thrive on connecting with each other to innovate. About Genmab Genmab is an international biotechnology company with a core purpose to improve the lives of patients through innovative and differentiated antibody therapeutics. For 25 years, its hard-working, innovative and collaborative team has invented next-generation antibody technology platforms and harnessed translational, quantitative and data sciences, resulting in a proprietary pipeline including bispecific T-cell engagers, antibody-drug conjugates, next-generation immune checkpoint modulators and effector function-enhanced antibodies. By 2030, Genmab's vision is to transform the lives of people with cancer and other serious diseases with Knock-Your-Socks-Off (KYSO ) antibody medicines. Established in 1999, Genmab is headquartered in Copenhagen, Denmark with international presence across North America, Europe and Asia Pacific. For more information, please visit Genmab.com and follow us on LinkedIn and X. Genmab is committed to protecting your personal data and privacy. Please see our privacy policy for handling your data in connection with your application on our website Job Applicant Privacy Notice (genmab.com). Please note that if you are applying for a position in the Netherlands, Genmab's policy for all permanently budgeted hires in NL is initially to offer a fixed-term employment contract for a year, if the employee performs well and if the business conditions do not change, renewal for an indefinite term may be considered after the fixed-term employment contract.

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.

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. Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines: • $100 after the new employee has completed his/her three-month anniversary • $400 after the one-year anniversary Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.

ADP is hiring a Relationship Manager - Employee Benefits In this role, you will serve as the single point of contact for a book of business of Group Health Insurance clients. You will own, manage, and service the entire relationship with your clients by serving as a subject matter expert on Employee Benefits, providing proactive, consultative education and support, and ultimately driving exceptional client satisfaction, loyalty, and retention. The nature of what you do every day will not change - your #1 goal is to manage an assigned book of clients, serving as an insurance/employee benefits expert, providing trusted service and valued insights. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success! To thrive in this role, you have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion. Ready to #MakeYourMark? Apply now! To learn more about Client Services at ADP, watch here: https://adp.careers/Client_Services_Videos What you'll do: Responsibilities What you can expect on a typical day: Relationship Management: You will serve as the client's primary contact, acting as a liaison, serving as an internal client advocate. Maintain a comprehensive understanding of your dedicated client's group health portfolio and other ADP services and coordinate communication among various business partners. Act as a liaison between clients and ADP, collaborating with other ADP partners including Product Management, Implementation, Payroll, Sales and more. Own the client relationship by building trust, rapport, and understanding the insurance needs of your dedicated book of business. Provide proactive, personalized, strategic support and act as the primary contact between clients and insurance carriers to ensure a seamless client experience. Group Benefit Support & Administration: Continually provide insurance expertise to your clients by managing benefit renewals, supporting Open Enrollment, and preparing quote proposals & benefit guides. Assist clients in the design and implementation of their employee benefits programs, including group health, dental, vision, life, disability insurance and other ancillary coverages. Handle all aspects of benefits renewals, including negotiating with carriers to secure the best rates and terms for clients. Conduct virtual meetings with clients to review their benefits plans and make recommendations for improvements or changes. Resolution support for benefit service issues such as enrollments, carrier billing, coverage, and claims. Maintain accurate and up-to-date records of all client interactions, benefits plans, and compliance documentation. Client Retention: Maximize client retention by working with clients, carriers, and external ADP partners to resolve issues that may impact the client relationship. You will proactively ensure client satisfaction through regular touchpoints soliciting feedback on existing group health benefit offerings and future needs, acting as appropriate (ie: quoting, upselling, remarketing). You'll ensure appropriate utilization and consistent execution of tools, communications, processes, client retention activities, and metrics. TO SUCCEED IN THIS ROLE: Requirements At least 2-3 years of related insurance experience Life & Health Insurance Producer License A college degree is great but not required. What's more important is having the skills to do the job.

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:

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.

The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs. Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry. The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships. If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies. Daily Responsibilities * Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management * Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions * Establish relationships with assigned participants and corporate clients, identifying opportunities for business development * Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate * Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues * Carry out responsibilities with attention and adherence to Morgan Stanley's core values Required Qualifications * Active Licenses: Series 7 and Series 63 * 1-2 + years of client service experience within financial services Preferred Qualifications * 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry * Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred * Education or training equivalent to BA/BS with a concentration in financial services field * Professional experience establishing relationships with their assigned executives and corporate client * Complete understanding of the securities industry, including equity and option trading * Experience with outstanding problem resolution, troubleshooting and training skills * Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation Soft Skills * A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley * Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision * Outstanding oral and written communication skills * Ability to work in a fast-paced and deadline-oriented environment WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. For New Jersey: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For Illinois: Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. For California: Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience. As a Relationship Manager within Merchant Services, you will primarily be responsible for a select portfolio of large retail clients. You will partner closely with the firm-wide bank coverage team. As a Relationship Manager, you will be accountable for maintaining strong relationships with key decision-makers and stakeholders within those assigned client relationships. You will meet JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio. Job responsibilities Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction Execute sales/support strategies in conjunction with other lines of business and cross functional partners Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services Establish and maintain strong internal partnerships with respective firmwide coverage teams through on-going collaboration and communication Implement and support ongoing client strategy and coordinating cross-sell opportunities with other parts of JPMorgan Payments Understand client needs by applying a strategic, consultative selling approach to cultivate payments optimization strategies and develop appropriate product solution recommendations Prepare and deliver business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business Required qualifications, capabilities, and skills 6+ years of experience in strategic relationship management and/or business development in the Payments industry Contract negotiation experience Senior sales and account executive experience Experience managing complex clients Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients Experience and comfort level presenting to executive level client contacts Demonstrated track record of collaboration across multi-faceted financial institutions or similar institutions Demonstrated ability to work across internal teams and external clients Strong presentation skills Exceptional verbal and written communication skills Travel Required up to 30% nationally Preferred qualifications, capabilities, and skills Technology related experience Expertise in specialized industries such as retail, omnichannel payments including card present, in app, and web purchases 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.

Summary/objective The Commercial Relationship Manager is responsible for developing and maintaining long-lasting business relationships to drive sales growth in commercial markets. This role involves generating new business and maintaining existing relationships with commercial facility directors, property managers, general managers, C-suite decision-makers, and other industry leaders. Target industries include commercial real estate, hospitality, healthcare, education, municipal governments, and other large-scale commercial facilities. This position focuses on cultivating strong professional relationships with referral sources and trade partners by analyzing the market, identifying target clients, reaching decision-makers, and using a consultative sales approach to convert prospects into clients. Essential Duties and Responsibilities Develops and manages a portfolio of commercial accounts with a high propensity to engage our services during damage events or environmental disasters. Builds and maintains relationships with key decision-makers, including facility executives, property managers, and commercial clients. Oversees the entire sales cycle, from prospecting to closing and ensuring a seamless customer experience. Conducts in-person sales meetings using a consultative approach to understand client needs and offer tailored solutions. Schedules and manages appointments and client interactions effectively. Maintains clear and professional communication with internal and external stakeholders. Provides exceptional after-sales support to enhance customer satisfaction and loyalty. Achieves or exceeds monthly sales targets and performance goals. Prepares detailed sales activity and performance reports. Identifies new business development opportunities and strategies. Establishes and strengthens connections with potential clients, including insurance professionals, facility managers, real estate professionals, and other relevant contacts. Collaborates with project managers and operational teams to ensure excellent service delivery. Actively participates in industry trade organizations and networking events to promote company services. Delivers presentations to small and large groups as needed. Upholds company values and maintains a professional and positive attitude. Competencies Proficiency with computers, mobile platforms, and the MS Office suite (Word, Excel, PowerPoint) and Google Workspace. Excellent verbal and written communication skills. Strong interpersonal and customer service skills. Effective time management and organizational abilities. Strong analytical and problem-solving capabilities. Ability to manage multiple priorities in a fast-paced environment. Self-motivated and results-oriented. Job Requirements Bachelor's degree or equivalent experience. Minimum of 2 years of B2B sales experience, preferably in a service-oriented industry. At least 2 years of experience managing repair projects in the insurance and restoration industry. IICRC Certifications in Water, Fire, and Mold Restoration. Project Management certifications and/or training preferred. Experience developing and managing commercial accounts, particularly in industries such as real estate, healthcare, education, and hospitality. Strong marketing and customer service skills. Professional appearance and demeanor. Ability to work flexible hours, including occasional evenings and weekends. Willingness to travel outside the immediate operating area as needed. Must be able to pass a background check. Pay Structure Base pay plus commission, medical, dental, vision, Aflac, LTD, 401(k), company uniform, vehicle, cell and laptop to conduct business. ADRI is widely regarded as the expert firm to call - day or night - to halt and remediate environmental emergencies and to restore homes and other spaces to their pre-damage conditions. Our experts provide emergency recovery services for wind, fire, smoke and water damage, catastrophe response, contents restoration, environmental issues, mold remediation, healthcare and environmental services, flooding repair and construction services. Other duties Please note 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.

The Company You'll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta's platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta's Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don't work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta's software for the Office of the Fund CFO does just that - it's a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page. The Problems You'll Solve At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Client Partner, you'll work to: * Ensure successful onboarding, adoption, and daily usage by new clients to the Carta platform. This includes managing complex data migrations, configuring platform features for client-specific needs, and ensuring operational readiness through parallel testing * Prior to implementation, you'll support Go to Market team as a subject matter expert on the platform and delivery offering -guiding them through technical questions, fund accounting best practices, and software optimization based on their workflows * With your deep understanding of both fund accounting and client service, you'll transform challenges into structured implementation strategies, develop training experiences that increase platform fluency, and serve as a trusted advisor in helping clients maximize their investment in the technology * Lead full-cycle onboarding and implementation of fund clients onto our proprietary fund accounting platform inclusive of managing weekly cadence call * Own data conversion and migration processes alongside the Implementations team, including historical trial balance reconciliation * Customize platform setup for client-specific fund structures, including reporting, fee calculations, and waterfall modeling while working with relevant functional teams * Conduct and analyze parallel testing to ensure reporting and calculations are accurate before go-live * Develop training tools and sessions for both external clients and internal stakeholders; serve as a knowledge partner for cross-functional teams The Team You'll Work With You'll be joining our Client Partner team. This team plays a critical role in driving the success of clients using our next-generation fund accounting platform. Acting as technical experts, relationship managers, and implementation leads, we ensure that clients leave manual, outdated processes behind and embrace a scalable, tech-enabled accounting solution built for alternative asset fund managers. We work closely with Product, Engineering, and Operations to shape the future of fund services. About You * 4+ years of fund accounting experience within private equity, venture capital, or fund administration environments * Strong technical understanding of fund structures, management/performance fees, NAV calculations, and capital account reporting * Comfortable managing client relationships and delivering high-touch customer support * Strong Excel skills and expertise with our Carta GL * A detail-oriented problem solver who enjoys working cross-functionally and proactively Disclosures: * We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. * Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. * For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report. * Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to ******************.

* Develop sales leads independently and by cooperation with the Business Development officer and Branch Managers to attain new C&I business relationships and product sales. * Manage a loan portfolio of existing clients and monitor loan quality; Be responsible for all aspects of loan administration for this portfolio, including receipt of financial information, updating risk ratings, and ensuring timely renewals of lines of credit. * Oversee and ensure accuracy and performance of loan administration and processes, such as receipt of applications from prospective applicants, completeness of loan packages, and timely processing, funding, and closing of committed loans. * Interview applicant(s) and request specified information for loan application. * Request applicant credit reports, background checks, reference checks, and other information pertinent to loan applicants' evaluations. * Analyze applicant financial status, credit, banking status, and other information to determine feasibility of granting a loan. * Compile loan package and facilitate negotiation of loan structure with applicant, including fees, loan repayment options, and other credit terms. * Present loans to appropriate approving authority or Loan Committee for approval. * Call and visit C&I customers, prospects, and referral sources / centers of influence (COIs) to promote and sell Bank products and services. * Respond to customer information requests or inquiries involving small business loans. * Provide loan data to support marketing and sales promotion programs as required. * Promote and cross-sell other Bank products and services as appropriate to customer requirements, such as Business Checking and Cash Management. Penn community Bank is an equal opportunity employer.

⦁ Manage sales & delivery for the strategic customer accounts and ensure growth & profitability of the accounts in the NJ area ⦁ Responsible for continuous improvement in the Customer Satisfaction and Employee Satisfaction Revenue Management ⦁ Drives revenue / profit growth targets in defined customer accounts through support from Business Relationship Managers in one's team. ⦁ Creates and captures emerging business opportunities within customers. ⦁ Cross-sells / Up-sells and focuses on relationship development with strategic customer accounts. ⦁ Creates strategy for revenue growth in customer accounts with support from other OUs of the organization. Client Management ⦁ Ensures customer requirements are determined and met appropriately with the aim of enhancing customer satisfaction index. ⦁ Participates in client presentations and establishes futuristic business alliances. ⦁ Ensures statutory and regulatory requirements applicable to the account are studied, discussed, and included during Requirements Development/Analysis phases of projects. ⦁ Regularly tracks project dashboards and reports to ensure consistent improvement in SLA compliance. Delivery Management ⦁ Monitors key metrics (utilization, onsite-offshore ratios, billing efficiency, etc.) regularly. ⦁ Plans initiatives and actions for cost optimization within the account for improving service standards. ⦁ Identifies weak areas in delivery and devises corrective actions for on-time & defect-free delivery. ⦁ Ensures cross-geographic synergies in project management & delivery execution by sharing best practices across projects/sub-units in the OU. Resource Planning ⦁ Optimally utilizes resources for effective implementation of development & delivery plans. ⦁ Collaborates with stakeholders to ensure timely availability of resources for delivery. Personal Development ⦁ Monitors gaps in required competencies and enrolls for relevant learning programs. ⦁ Creates a development plan vis-à-vis aspirational role in discussion with the manager. Team Management ⦁ Identifies & assigns appropriate roles to direct reports. ⦁ Sets clear performance goals, monitors performance & provides feedback. ⦁ Supports team to achieve personal, team & professional goals. ⦁ Tracks competency gaps and ensures relevant learning programs/tasks are assigned. ⦁ Fosters continuous improvement of Employee Satisfaction Index within the OU. ⦁ Identifies and grooms successors for key positions within the OU. Qualifications: ⦁ MBA degree ⦁ Minimum of 15 years of relevant customer relationship management experience within the Consumer Packaged Goods Industry and handling the above responsibilities mentioned in the Job Description above Salary Range: $147,000 - $203,000 a year #LI-AD1

The Role Founded in 1929, Lord Abbett is an independent firm with a singular focus on the management of money. Over the course of our history, we've earned a sterling reputation for our leadership, influence, and innovation in the asset management industry. Today, our independent perspective, our commitment to active management, and our intelligent product design continue to make us relevant to individual and institutional investors. From the very beginning, we've recognized that our people are our greatest asset. As an investment-led, investor-focused firm, we value intellectual curiosity, teamwork, and collaboration across the organization. We're looking for people with a keen interest in working for a trusted leader in the asset management industry, a desire to expand their knowledge, and a passion for delivering a client experience that exceeds expectations. Now that you know our history, are you ready to be part of our future? Job Overview: As Relationship Manager, Strategic RIA Group you will play a critical role in leading engagement with Lord Abbett's largest and most sophisticated Registered Investment Advisors and Family Offices. This role is responsible for identifying and executing growth opportunities across a highly strategic segment, monitoring the competitive landscape, and shaping initiatives that expand and strengthen Lord Abbett's distribution footprint. Reporting to the Senior Managing Director & Head of the Strategic RIA Group, the Relationship Manager will work closely with senior leadership and cross-functional stakeholders to promote the firm's enduring relevance and profitable growth. We'll trust you to: Lead the development and execution of strategies to expand and deepen distribution across approximately 100 high-value RIAs and Family Offices. Build and sustain senior-level relationships with firm leadership, CIOs, research teams, and due diligence professionals, articulating Lord Abbett's culture, investment capabilities, and long-term value proposition. Identify and strategically deploy firm resources-including select investment professionals-to position Lord Abbett for success within complex advisory organizations. Monitor industry, channel, and firm-specific trends to proactively identify new growth opportunities. Manage relationship economics and communicate critical insights, risks, and opportunities to internal stakeholders. Drive product endorsements, map firm decision-making structures, and monetize opportunities across sales teams (Strategic Relationships Group, Regional Managers, and Account Consultants). Act as a trusted advisor on strategic, competitive, and industry matters, partnering closely with the Head of the Strategic RIA Group on priority initiatives. You'll need to have: 10+ years of experience in asset management, with deep knowledge of distribution, advisory platforms, and institutional-quality relationships. Exceptional communication and presentation skills, with the ability to translate complex quantitative and qualitative analysis into clear, compelling messages. Strong influencing, negotiation, and relationship-management capabilities across senior audiences. Deep understanding of the wealth management ecosystem, key players, and evolving business models. Ability to balance long-term strategic thinking with near-term execution and prioritization. Strong grasp of capital markets and investment fundamentals. Proven ability to handle sensitive information with discretion and integrity. Demonstrated alignment with Lord Abbett's values through a collaborative, team-oriented leadership style. Bachelor's degree required Series 7 license required. Why Lord Abbett? Lord Abbett is a leading global independent, privately held investment management company. We are active managers and invest where we believe we have a repeatable edge and can deliver alpha for our clients. Our vision is to be the most respected asset manager in the world, admired for our people, our performance, our relationships, and our organizational agility. This inspires the three pillars of our culture. Principles-Based - We empower our leaders to create an environment of trust. Performance-Oriented - We inspire our people to embody our values, excellence, responsibility, transparency & collaboration. Purpose-Driven - We instill a passion for always putting our clients' interests first. We were honored to be ranked #1 in Barron's Best Fund Families for 2024 and to have earned recognition as one of the Best Places to Work in Money Management by Pensions & Investments for five consecutive years. Compensation Information: Annual base salary for this role is $220,000-$250,000. Salary is estimated for this role. Actual pay may be different. Discretionary Bonus: Role may be eligible to receive an annual discretionary bonus. Discretionary bonuses are determined by several factors including, but not limited to, firm, team, and individual performance. Benefits: Lord Abbett is committed to offering a competitive total rewards package to all eligible employees. Offerings include competitive total compensation, retirement plans, competitive health and well-being plans. To learn more about what we offer, please visit Careers | Lord Abbett Lord Abbett is an equal employment opportunity employer. We are committed to providing equal employment opportunities to all qualified individuals without regard to the following legally protected characteristics: race, color, religion, sex, pregnancy, national origin, age, physical or mental disability, marital status, sexual orientation, sexual identity, caregiver status, military/veteran status, or any other characteristic protected by local, state or federal law. All employment decisions at Lord Abbett are based solely on the applicant's relevant experience, skills and qualifications. Important notice to Search Firms - Please Read Carefully Without prior written agreement, Lord Abbett does not accept unsolicited submissions from employment agencies, search firms, placement services, or any similar provider (“Search Firms”) for employment opportunities. All candidates submitted by Search Firms to any employee or partner at our company without a written Search Firm agreement in place will be deemed the sole property of our company. In such circumstances, no fee, commission, or other compensation will be paid to such Search Firm in the event a candidate is hired by our company. To the extent a Search Firm has a written agreement in place, all introductions are position specific and should be directed to HR or the hiring manager, so we kindly request no unsolicited phone calls or emails.

Datavant is a data platform company and the world's leader in health data exchange. Our vision is that every healthcare decision is powered by the right data, at the right time, in the right format. Our platform is powered by the largest, most diverse health data network in the U.S., enabling data to be secure, accessible and usable to inform better health decisions. Datavant is trusted by the world's leading life sciences companies, government agencies, and those who deliver and pay for care. By joining Datavant today, you're stepping onto a high-performing, values-driven team. Together, we're rising to the challenge of tackling some of healthcare's most complex problems with technology-forward solutions. Datavanters bring a diversity of professional, educational and life experiences to realize our bold vision for healthcare. **Objective of the Role** The RWE Sales Specialist is responsible for driving growth with biopharma customers by leveraging Datavant's portfolio of real-world evidence (RWE) solutions, analytics platforms, and services. This role will partner closely with Client Partners across key accounts for co-selling, account planning, and evidence strategy alignment. You will serve as a trusted advisor on the use of real-world data (RWD) and RWE to support regulatory, market access, and HEOR needs - representing the voice of the customer and ensuring that Datavant's offerings meet evolving evidence generation requirements. The ideal candidate is comfortable leading complex, multi-stakeholder sales cycles and brings deep expertise in real-world data, evidence platforms, and outcomes research. **Responsibilities of the Role** + **Prospect & Generate Leads:** Develop and execute strategic plans to identify and target new business opportunities in biopharma, healthcare, and life sciences with a focus on organizations investing in real-world evidence strategies for regulatory submissions, market access, and clinical development. + **Build Pipeline:** Proactively engage prospects via outbound calls, emails, and industry networking to build a robust pipeline of opportunities related to Aetion's evidence generation and analytics solutions. + **Close Deals:** Own the full sales process - from initial outreach to contract closure - ensuring alignment between customer evidence needs and Aetion's RWE offerings, including the Aetion Evidence Platform (AEP) and associated data and consulting services. + **Client Engagement:** Present Aetion's value proposition in RWE and RWD analytics through compelling demonstrations and business cases that highlight regulatory-grade evidence generation, comparative effectiveness, and real-world outcomes research. Engage with senior stakeholders including heads of HEOR, RWE, Market Access, and Clinical Development. + **Collaborate Cross-Functionally:** Partner with marketing, product, and science teams to deliver tailored RWE solution proposals, ensuring alignment with client data strategies, evidence frameworks, and regulatory expectations (e.g., FDA, EMA guidance). + **Market Expertise:** Stay current on RWE market dynamics, regulatory guidance for real-world data, and competitor offerings to position Aetion as a strategic leader and partner of choice in the evidence generation ecosystem. + **Forecasting & Reporting:** Maintain accurate pipeline management and forecasting in CRM systems, with attention to evidence project cycles, platform usage models, and customer expansion opportunities. + **Drive Growth:** Identify new and upsell opportunities across assigned territories and existing accounts, particularly in expanding RWE adoption for post-approval studies, safety monitoring, and market access support. **Qualifications of the Role** + **Proven Track Record:** 10+ years of successful sales experience, ideally in healthcare, life sciences, or SaaS; with a strong preference for experience selling RWE, HEOR, or data analytics solutions. + **RWE Expertise:** Deep understanding of real-world data sources, evidence generation methodologies, and use cases across the product lifecycle - from clinical development to commercialization. + **Hunter Mentality:** Skilled at identifying, developing, and closing new RWE-focused opportunities with top biopharma clients. + **Sales Expertise:** Experience managing complex, consultative sales cycles involving scientific, commercial, and data stakeholders. + **Presentation Skills:** Exceptional ability to communicate scientific and technical value propositions to diverse audiences, including C-suite and RWE/HEOR leadership. + **CRM Proficiency:** Experienced in CRM management for tracking RWE opportunity pipelines and forecasting revenue growth. + **Industry Knowledge:** In-depth knowledge of RWE market trends, regulatory guidance, and payer evidence needs is essential. + **Collaborative Team Player:** Comfortable working with cross-functional science, data, and product teams in a fast-paced, mission-driven environment. + **Communication Skills:** Strong written and verbal communication skills, capable of translating complex RWE concepts into impactful narratives for decision-makers. \#LI-BC1 We are committed to building a diverse team of Datavanters who are all responsible for stewarding a high-performance culture in which all Datavanters belong and thrive. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services. The range posted is for a given job title, which can include multiple levels. Individual rates for the same job title may differ based on their level, responsibilities, skills, and experience for a specific job. This role is eligible for additional variable compensation. The estimated base salary range (not including variable pay) for this role is: $136,000-$170,000 USD To ensure the safety of patients and staff, many of our clients require post-offer health screenings and proof and/or completion of various vaccinations such as the flu shot, Tdap, COVID-19, etc. Any requests to be exempted from these requirements will be reviewed by Datavant Human Resources and determined on a case-by-case basis. Depending on the state in which you will be working, exemptions may be available on the basis of disability, medical contraindications to the vaccine or any of its components, pregnancy or pregnancy-related medical conditions, and/or religion. This job is not eligible for employment sponsorship. Datavant is committed to a work environment free from job discrimination. We are proud to be an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status. To learn more about our commitment, please review our EEO Commitment Statement here (************************************************** . Know Your Rights (*********************************************************************** , explore the resources available through the EEOC for more information regarding your legal rights and protections. In addition, Datavant does not and will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay. At the end of this application, you will find a set of voluntary demographic questions. If you choose to respond, your answers will be anonymous and will help us identify areas for improvement in our recruitment process. (We can only see aggregate responses, not individual ones. In fact, we aren't even able to see whether you've responded.) Responding is entirely optional and will not affect your application or hiring process in any way. Datavant is committed to working with and providing reasonable accommodations to individuals with physical and mental disabilities. If you need an accommodation while seeking employment, please request it here, (************************************************************** Id=**********48790029&layout Id=**********48795462) by selecting the 'Interview Accommodation Request' category. You will need your requisition ID when submitting your request, you can find instructions for locating it here (******************************************************************************************************* . Requests for reasonable accommodations will be reviewed on a case-by-case basis. For more information about how we collect and use your data, please review our Privacy Policy (**************************************** .

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.

Client Relationship Manager Industry IT Services Salary range: US$100k-130k base + Commission. Job Description: Our client is currently seeking an experienced, action oriented high energy Client Relationship Manager to manage the post-sales relationship for assigned strategic accounts, for the purpose of building customer loyalty and satisfaction, consistent with revenue retention and growth objectives. Responsibilities: Responsible for managing the post-sales relationship for strategically significant accounts. Serves as the primary client contact and advocate for day to day and escalated issues and requests Establishes and maintains customer satisfaction across named accounts through account planning, proactive client communications, issue remediation and containment, and performance measurement. Protects existing revenue streams, identifies and neutralizes competitive threats Actively farms existing account base to identify new solutions or services opportunities. Provides valuable account information and insight to support the sales process Builds and executes an account specific relationship framework inclusive of regularly schedule status calls, quarterly business reviews, account documentation, reference management and account planning sessions Leverages internal subject matter experts to help customers optimize their investment, ensure program objectives are being met and measure the value of the solution to their organizations Coordinates activities and provides leadership on directions of key projects, initiatives and issues across internal business units Conducts regular briefings on account status to senior management and other internal stakeholders Requirements: Mandatory: 1. 5+ years experience in account management/client relationship supporting Banks and Financial Clients 2. Project management experience with excellent organizational skills 3. Ability to tailor message formats and content to the audience and get heard 4. Exceptional interpersonal, listening, written and verbal communication skills are a must 5. Ability to lead and motivate, develop clear and creative solutions to complex problems and manage multiple initiatives simultaneously 6. Comfortable dealing with complex customer relationships, decision processes and competing agendas 7. Proven track record of successfully building and nurturing multi- level client relationships 8. Superior critical thinking, decision making and problem solving skills 9. Bachelor's degree, ability to travel 50% Preferred: 1. Strong working knowledge of wealth management, banking and financial services in general 2. Experience with offshore IT Managed Services delivery teams (India, etc) 3. Experience with complex software sales lifecycle Qualifications Bachelor's degree Additional Information Job Status: Full Time / Permanent Share the Profiles to *********************** Contact: ************ Keep the subject line with Job Title and Location