Relationship manager jobs in Frederick, MD - 615 jobs

Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, accelerate revenue growth, and enhance citizen services-creating tangible value at speed and scale. We are a talent and innovation-led company with 7 50 ,000 people serving clients in more than 120 countries. We combine our strength in technology with unmatched industry experience, functional expertise, and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions, and assets across Strategy & Consulting, Technology, Operations, Industry X, and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. As of 2023, we have been recognized among Fortune's World's Most Admired Companies for 20 consecutive years. And that's just the beginning. Your career is about what you want to be and who you want to be. It's about bringing your skills, your curiosity, and your best true self to your work. Visit us at ****************** We Are: In today's world, business leaders want to rapidly and confidently reinvent to increase resilience, mitigate risk, and grow with sustainable value. That's where Accenture Strategy & Consulting comes in. We bring together strategic visionaries, industry experts, practitioners from across every enterprise function, business intelligence professionals, change specialists, data and AI authorities, and many other specialized skills to co-create each client's unique path to reinvention. You will be a trusted partner to business leaders, working with a diverse team of experts to deliver successful tech-enabled transformation and new kinds of value for your clients. Join our global network of people using the latest assets, platforms, and partnerships to help bring ideas to life. Strategy & Consulting is one of five services that make up one Accenture - the others are Operations, Technology, Song and Industry X Management Consulting professionals design and implement transformation programs that integrate strategy, technology, and operations to create enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Commercial Credit Servicing Banking Manager will be focused on supporting the development of our offerings and the delivery of consulting projects. Responsibilities include: + Industry experience within business, commercial, or corporate banking segments. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Support Commercial Banking Transformation programs - including strategy development, operating model changes, and technology implementations + Manage all parts of projects, from client buy-in to planning, budgeting, and execution. + Source and coordinate work from other internal workforces. + Develop our next-generation Wholesale credit technology offerings. + Become a trusted advisor for C-suite clients looking to solve critical business problems. + Drive business development to originate new client opportunities. + Build your reputation as an industry thought leader. + Travel, as required, up to 80%. Here's What You Need: + Minimum of 5 years of relevant professional services firm experience in technology or management consulting with broad experience in engagement management and business development + Minimum of 5 years of commercial credit (sales, operations, origination, servicing, portfolio management, trading) project management experience with relevant systems + A Bachelor's degree Bonus Points If You Have: + Extensive transformation strategy or operating model design experience in commercial banking. + Launched new product offerings in the banking industry. + Built next-generation analytic capabilities (e.g., GenAI, data models) for commercial banking business. + Advanced degree or financial industry certification. + Demonstrated business and technology expertise across the end-to-end Commercial credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. + Demonstrated experience developing and managing relationships with senior client executives. + Successful track record of leading complex management and/or technology consulting engagements across the delivery lifecycle. + Structured problem-solving and ability to simplify complex initiatives to improve execution. + Experience with Next-Gen Technologies supporting Commercial Banking (e.g., nCino , Loan IQ, AFS, ACBS) Professional Skills + Proven ability to operate within a collaborative environment. + Demonstrated commitment, teamwork, and collaboration in a professional setting; either military or civilian. + High energy level, focus, and ability to work well in demanding client environments. + Excellent communication (written and oral) and interpersonal skills. + Strong leadership, problem-solving, and decision-making abilities . + Unquestionable professional integrity, credibility, and character. What's in it for you? + You will be part of a diverse, vibrant, global Accenture community; teams pushing the boundaries of new business capabilities and emerging technologies and services, sharing their experiences and lessons learned with each other. You'll have the chance to thrive in an environment where your ideas are valued and your voice matters. + At Accenture, you will be able to work on meaningful and innovative projects, powered by the latest technologies and industry best practices such as event-driven architectures and domain driven design. + Accenture will continually invest in your learning and growth. You'll learn from and work with Accenture's certified practitioners and Accenture will support you in growing your own tech stack, sales skills, and certifications. + You'll be immersed in the design and implementation of human-centric solutions to help solve complex challenges with some of the world's largest companies. Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below.We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Minnesota $94,400 to $253,800 Maryland $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 What We Believe We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment. Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (*********************************************************************** Equal Employment Opportunity Statement Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Accenture is committed to providing veteran employment opportunities to our service men and women. For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement (********************************************************************************************************************************************** . Requesting An Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at ****************, send us an email (************************************************* or speak with your recruiter. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

Title: Head of Customer Success Reporting to: Chief Revenue Officer can be based remotely in the US. ~30% Travel Required Company Revenue: ~$80M (targeting $250M growth trajectory) Customer Base: 125+ Health System Clients Opportunity We are seeking a results-driven and customer-obsessed Vice President of Customer Success to lead and scale our enterprise customer success organization. Reporting directly to the Chief Revenue Officer, this executive will be accountable for ensuring our clients realize maximum value from our precision care products and solutions-driving retention, expansion, advocacy, and measurable clinical and operational outcomes. As our company accelerates from $80M to $250M in revenue, the VP of Customer Success will play a pivotal role in building a world-class, data-driven, and scalable success model that aligns customer satisfaction with company growth objectives. Internal Application Deadline: Friday, December 5 Responsibilities Customer Success Strategy & Leadership Define and execute a comprehensive customer success strategy that drives retention, adoption, and expansion across the 125+ health system client base. Build and mentor a high-performing organization of account principals. Establish a clear operating rhythm and success framework that aligns customer lifecycle management with revenue growth objectives. Revenue & Retention Impact Drive net revenue retention (NRR) and gross retention (GRR) through proactive account management, executive engagement, and measurable customer outcomes. Collaborate closely with Sales, Marketing, and Product to identify upsell and cross-sell opportunities based on demonstrated customer ROI. Serve as a senior customer advocate, ensuring voice-of-customer feedback shapes roadmap priorities and service delivery. Operational Excellence Develop consistent metrics and dashboards to track customer health, usage, renewal, and NPS across the enterprise customer portfolio. Partner with the CRO, Product, and Implementation leaders to optimize customer onboarding, adoption, and renewal processes. Leverage AI-driven insights and automation to enhance the customer experience, proactively address risk, and surface new value opportunities. Create scalable playbooks for customer engagement across tiers-from high-touch strategic health systems to tech-enabled accounts. Cross-Functional Collaboration Partner with Product Management to translate customer insights into roadmap enhancements that increase adoption and stickiness. Work with Implementation teams to ensure smooth go-lives and rapid time-to-value for new deployments. Align with Finance to forecast renewals, model churn risk, and track renewal velocity. Requirements Required 10+ years of experience in Customer Success, Account Management, or Client Services within SaaS, digital health, or HCIT environments. Proven track record of leading enterprise customer success teams at scale-driving retention and growth from $50M+ to $200M+ in ARR. Deep understanding of healthcare provider operations, health system buying cycles, and value realization frameworks. Data-driven mindset with experience implementing customer success platforms and KPIs that link directly to revenue performance. Executive presence and communication skills capable of influencing C-suite stakeholders in large health systems. Inspirational leadership style with the ability to build, coach, and retain high-performing teams. Preferred Experience in AI-enabled healthcare solutions or digital engagement platforms. Bachelor's degree required; MBA or advanced degree preferred. Experience integrating customer success with product-led growth or AI-first SaaS environments is highly desirable. Attributes of the Ideal Candidate Customer Evangelist: Passionate about measurable customer outcomes and advocacy. Builder & Operator: Skilled at designing and scaling teams, systems, and playbooks for rapid growth and cross-sell. Strategic Influencer: Able to balance enterprise relationship management with operational rigor. Analytical Leader: Driven by data, with a bias toward action and continuous improvement. Collaborative Partner: Works cross-functionally to align customer success with revenue acceleration. About GW RhythmX GW RhythmX is revolutionizing healthcare through connected, AI-native intelligence that unites clinical insight, patient engagement, and system-wide care orchestration. The company combines market-leading AI precision care technology with extensive trusted patient engagement leadership to help health systems deliver the right care, at the right time, through the right clinician and channel. Its solutions are deployed across more than 150 health systems, touching more than 85M patients including 8M U.S. military veterans. The company's award-winning solutions were recognized again in 2024 by KLAS Research, Fierce Healthcare, and AVIA Marketplace. A SymphonyAI Group company, GW RhythmX leverages various firm assets, including $1B+ in R&D investment, longitudinal data related to 300 million patients, 4.4 billion total annual claims, and 1.8 million healthcare professionals at more than 3,000 facilities globally. About SymphonyAI Group SymphonyAI Group (SAIGroup) is a private investment firm building leading global enterprise AI businesses by accelerating innovation and growth. SAIGroup companies ConcertAI, SymphonyAI, and GW RhythmX deliver AI solutions that transform industries and bring value to companies, workers, healthcare professionals, and patients. The companies collectively represent a workforce of more than 4,000 talented engineers, data scientists and industry/healthcare experts. SAIGroup is backed by a $1 billion commitment from Founder and CEO Dr. Romesh Wadhwani, a noted entrepreneur and philanthropist. Learn more at *************** and follow SAIGroup on LinkedIn. Benefits When it comes to careers, our approach is simple: empower employees to do their best work and live their best professional and personal lives. Meeting the needs of a diverse group of employees across more than 30 states means offering tools to support financial, physical and emotional well-being and the choice to design what meets your needs. You'll find everything you'd expect and many things you don't: exceptionally generous paid time away from work, a variety of paid leave programs, savings opportunities with 401(k) and incentive plans, internal education programs, full array of health benefits, fitness reimbursement, cell phone subsidy, casual offices with snacks and drinks, peer recognition programs, health advocacy and employee assistance programs, chili cook-offs, pet insurance (yes, really) and so much more. Our most valuable benefit? An environment that supports YOU. The estimated pay range for this position is $200,000- $250,000 in base salary plus performance based incentives tied to retention and NRR target . Base salary is dependent on many factors including, but not limited to education, experience and skills. This range is subject to change and may be modified in the future. Get Well is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status. #J-18808-Ljbffr

We are hiring! Excellent people---fun & energetic culture---meaningful purpose---partnering with organizations to fulfill their talent needs. SPARKS GROUP is seeking an experienced, energetic Recruiter to join our OFFICE Group's team. In this role, you will manage the candidate process but also have the opportunity to work directly with client accounts. Responsibilities include: Use traditional and unique recruiting techniques to source talent. Own accounts and expand revenue through building relationships with clients and understanding their talent needs, state of business, and hiring plans. Interview and hire contract staff, making placement decisions to match employees with job assignments Counsel candidates and problem-solve for clients to create a mutually beneficial partnership Communicate directly with the client to ensure there are accurate expectations during the hiring process and throughout the contract The ideal profile for this role is: A self-starter with sales experience in a competitive industry BA/BS degree preferred but not required Strong multitasking and organizational skills Outstanding client/customer service skills Sparks Group offers a Monday through Friday schedule, 3 days in the office and 2 remote days, a competitive salary with commission, and a full benefits package including medical, dental and 401K, vacation, and life insurance. If you are looking to make a career move to a thriving service organization that values a work/life balance Sparks Group might be a great fit! Please apply to learn more about the opportunity. We look forward to hearing from you! Honored to be repeatedly selected on the BEST OF STAFFING Client & Candidate Satisfaction Lists

Are you looking for a new opportunity that offers career development/training, the ability to work in a collaborative team environment, and a great work/life balance? Horizon Farm Credit is recruiting for a Relationship Manager focusing on supporting beginning farmers to join our lending team in the Blue Ridge region. Qualified candidate may work in Westminster, MD, Frederick, MD, or Chambersburg, PA, branch. This position is eligible for hybrid work schedule after 6 months of successful employment. Our ideal candidate is an organized, detail-oriented, and analytical individual with an enthusiasm to support the agricultural community. In this position, you will deliver customized financing, extraordinary customer experiences, and impactful education. You will also serve as a Grow Ahead leader to the internal regional team and externally to outside industry partners. In this role, you will focus on cultivating new and servicing existing business relationships with farmers who are starting, growing, or transitioning to a farm. This position is internally referred to as a YBS Relationship Manager. Areas of Responsibility Include: Build and maintain strong customer relationships by providing personalized service and one on-one educational support to beginning customers. Coach customers to better understand the business and financial aspects of their farm operations, setting them up for future success. Provide increasing levels of one-on-one attention to enhance the skillset of beginning borrowers, enabling them to transition smoothly into the traditional ARM portfolio. Guide customers through the approximately three-year program and create a smooth customer transition to a traditional Agricultural Relationship Manager (ARM) after program completion. Manage the rotating YBS program to help HFC expand its reach and prepare farmers for the future of agriculture. Identify new business opportunities from existing and new prospective farmers and guide them through the loan process. Demonstrate expertise in educating farmers and others in the agricultural community on business and financial management topics. May present at industry conferences/meetings, customer-facing webinars, Ag Biz Masters classes, and more. Take prospect calls and/or email inquiries from startup farmers looking for additional information on HFC products and services. Education Bachelor's degree or equivalent experience in Business Administration, Agriculture, Economics, Finance, Education or related field. Experience Generally, one to five years of relevant experience in sales, the agricultural industry, financial services, financial literacy, or as an educator in finance or a related field. Preferred Skills Proficient interpersonal relations and communication skills. Able to manage challenging customer situations. Strong knowledge of agricultural lending and related financial products and services and selling skills. Capable of managing customer relationships within the assigned portfolio under general supervision. Handles duties within the required time expectations, delivering excellent internal and external customer service. Excellent written and verbal communication skills with the ability to employ diplomacy and tact with customers and prospects while articulating the benefits of Farm Credit. Ability to spend a significant amount of time meeting with customers, prospects, and referral generators. Knowledge of agriculture preferred. Adaptable and flexible to a changing work environment. Ability to travel to/from other branch offices, customer meetings, etc., as required. Regular, predictable, and reliable attendance is required. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities. What can we offer you? We offer competitive compensation and benefits packages for full-time employees including: Medical insurance with dental and vision care options 401 (k) with significant employer matching Paid time off, holidays, and volunteer time to support work/life balance Tuition reimbursement and training opportunities Student loan reimbursement Leadership and career development opportunities Paid maternity and bonding leave Paid short-term disability Fun and inclusive work environment Salary Range: $60,700 - $75,000, depending on previous experience. Equal Opportunity Employer including veterans and individuals with disabilities.

Responsibilities This position description does not represent a current opening but may be used to identify candidates with skills and experience to fill a position within Technica Corporation once the contract is awarded. Candidates who express an interest may be considered for future positions at Technica Corporation. If a position becomes available that aligns with your qualifications, our recruitment team will contact you. About the Role Technica Corporation is seeking a Customer/Client Engagement Manager (Federal Programs) to partner with our Program Managers and leadership team to deepen customer trust, strengthen satisfaction, and enable program growth and expansion across our federal portfolio. This is a new and evolving role designed for an experienced GovCon professional who thrives at the intersection of customer engagement, operational insight, and strategic growth enablement. The individual in this role will help define how Technica institutionalizes customer intimacy-turning strong delivery into customer advocacy, high CPARS outcomes, and follow-on work. This position is a peer partner to Program Managers, focused on ensuring customer relationships are intentional, proactive, and aligned with mission success and long-term contract growth. The position will be located in Sterling, VA and may support a hybrid work schedule. The final approved work schedule arrangement will be coordinated with the hiring manager. This position may require travel of 10-20%. What You'll Do Strategic Customer Engagement Partner with Program Managers to support and enhance customer engagement strategies across assigned programs Build strong, trusted relationships with mission, functional, and senior customer stakeholders, expanding Technica's relationship footprint beyond day-to-day execution Serve as a senior escalation support and alignment resource, partnering with Program Managers to help resolve customer concerns while preserving PM ownership and accountability Program Growth Enablement Identify and surface program expansion, task order, and follow-on opportunities through customer engagement and operational insight Collaborate with PMs, Capture, and BD teams to help shape opportunities, provide customer context, and support win strategies Strengthen recompete readiness by maintaining consistent customer engagement and sentiment throughout contract performance Program Manager Partnership Operate as a partner to PMs Complement PM delivery leadership by focusing on stakeholder engagement planning, strategic customer conversations, and long-term account health and growth Reinforce PM authority and credibility with customers while avoiding role confusion Customer Satisfaction & CPARS Focus Establish proactive customer feedback loops and engagement cadence Monitor delivery and relationship signals that could impact customer satisfaction Partner with PMs to support year-round CPARS positioning, not just evaluation periods Internal Coordination & Influence Coordinate across operations, delivery, contracts, pricing, security, and leadership to align internal actions with customer expectations Help ensure customer commitments are clearly understood, realistic, and consistently met Requirements Active Secret Security Clearance Bachelor's degree and/or equivalent education and experience 12 years of experience in federal government contracting with exposure to DoD and/or Intelligence Community customers Proven success building and sustaining strong customer relationships in a delivery-oriented environment Experience identifying and enabling program growth or expansion Demonstrated ability to partner effectively with PMs and cross-functional internal teams Strong communication skills and executive presence with government stakeholders Desired Experience operating in a two-in-a-box model alongside PMs Prior experience in customer relations, account management, client management, or growth-adjacent roles Experience supporting recompetes, follow-on task orders, or contract expansions Familiarity with CPARS processes and performance evaluation dynamic Proven experience managing programs of $25M+ and/or with FTEs of 40+ Overview About Technica: At Technica Corporation, our goal is to provide exceptional professional services and innovative technology solutions that meet or exceed our customer's expectations. We specialize in a wide range of advanced information technology solutions from Systems Engineering to Cyber Security, and from Software Development to Product Solutions. From our locations across the DC Metro area, Hampton, Virginia, and Huntsville, Alabama, we provide technological subject matter expertise, program management and business process knowledge as a trusted advisor in support of our Department of Defense and other Federal Agency customers. EEO EQUAL EMPLOYMENT OPPORTUNITY It is Technica's policy to affirmatively support Equal Employment Opportunity (EEO) for all qualified individuals without regard to color, gender, religion, creed, national origin, age, race, disability, gender identity, genetic information, sexual orientation, marital status, veteran status or any other characteristic protected by law. This policy covers all aspects of the employment relationship including recruiting, hiring, compensation, assignment, promotion, transfer, training, working conditions, employment longevity, retirement, employee benefits and termination. Technica's EEO philosophy promotes equal employment opportunity throughout the organization. Any form of unlawful employee harassment based on the above mentioned characteristics is prohibited. Equal Opportunity Employer Minorities/Women/Vets/Disabled/Gender Identity/Sexual Orientation.

Both entry level and experienced sales associates (compensation may vary based on experience) Applicants whose values coincide with our mission to keep as many items out of the landfill as possible Applicants with college degrees with a background in marketing, management, environmental studies, or related fields Public speaking and cold calling experience strongly preferred Applicants with a proven track record of managing their time Responsible individuals capable of setting their own schedule and honoring their commitments without being micromanaged Position Details: Actively pursue new clients through traditional and non-traditional sales techniques Solicit business from new and existing clients Establish and maintain rapport with our valued clients (we value ALL of our clients) Attend networking functions, trade shows and maintain a weekly schedule of 1:1 appointments with industry partners Compose accurate and timely on-site service estimates Draft proposals and maintain thorough records of appointment transactions Draft and submit reports, including but not limited to expense reports, mileage logs, and sales progress reports Benefits: Generous bonus schedule (base + commission) Aggressive promotion structure Company provided laptop Mileage and company expense reimbursement Company provided health insurance Pre-tax SEP Paid vacation and holidays

About the Company Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world's most successful entrepreneurs and their families. Pennington's culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building scale and institutional character, we value our entrepreneurial culture and flexibility. Recently winning Best Multi-family Office up to $25bn and Best Family Office - Client Service at the PAM Awards 2025. About the Position The Lead Client Relationship Officer position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs. The role will serve as the day-to-day contact for each Operating Partner Family & LP and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings as well as diligent follow-up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part of our success as a firm. This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence. What You'll Do Manage the day-to-day interactions as the Client Service owner of Pennington's Operating Partner Families and LPs across the organization. Provide leadership, guidance and development to other Client Relationship Officers across the company. Developing client service processes that improve efficiency and scale with company growth. Develop and lead an onboarding process that delights clients and sets the company up for long-term success. Team up with the Managing Director to define and implement both KPIs for the Client Service function across the firm as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model. Work directly with the Leadership Team to design and implement Client Service processes that will drive high levels of engagement. Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs. Collaborate with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention. Partner with the leadership team to promote company culture and vision. Integrate cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders. What We Need A minimum of 5 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or Wirehouse. A minimum of 7 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or Wirehouse. Bachelor's degree in business administration, or related field, from a top College or University; Advanced degree or MBA is preferred but not required. Demonstrable competency in strategic planning, business process implementation and client service. Preferred experience in transitioning and onboarding complex clients into their firm. Outstanding organizational and leadership abilities and personal integrity. Experience managing a team of client service members, ideally across multiple regions as a player/coach. A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs. Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs. Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving. Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues and communicate effectively with leadership and other team members. A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm. What You'll Get We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One's Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World). Salary - Competitive compensation (base salary + target bonus) Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement. Health & Wellness - $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage. Paid Time Off - 15 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work. EQUAL EMPLOYMENT OPPORTUNITY It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner's policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the outstanding needs of the organizations we serve. **Overview** Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The Healthcare Payer CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled **Healthcare Payer Client Relationship Manager** (Associate Director) who will be responsible for a growing payer client in the Northeastern United States. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to Owings Mills, Maryland to be at the client location 4 to 5 days per week. **Key Responsibilities** · Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. · Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. · Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. · Works to grow the client relationship by identifying new business opportunities. · Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. · Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. · Actively drive execution of the innovation agenda for the portfolio. · Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. · Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. · End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. · Manage accountability against Measurable Revenue/Profit Growth within set timelines. · Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. · The qualified candidate must live within a daily commutable distance to Owings Mills, MD to be in the office 3 to 4 days per week and must be able to drive to other locations in the region as needed for business. **Required Experience** · 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm · Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment · Strong knowledge of US healthcare, the associated technology landscape and trends · A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business · A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships · Strategic thinking and confidence and ability to plan and stay the course · Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence · Strong executive presence and gravitas · MBA or bachelor's degree OR equivalent combination of education, training, and experience. **Preferred Experience** · The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain · The candidate must be able to work in a dynamic, entrepreneurial environment · Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) **Top Reasons to Join Our Team** Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. **Salary and Other Compensation:** The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. **Benefits** Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: · Medical/Dental/Vision/Life Insurance · Paid holidays plus Paid Time Off · 401(k) plan and contributions · Long-term/Short-term Disability · Paid Parental Leave · Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. **A Good fit for the Cognizant culture** A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. **Work Authorization** Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future. Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

The Client Manager is responsible for assisting the Commercial Lines Client Executive and Senior Client Manager with client service needs, making changes to existing accounts, and handling and processing new and renewal commercial business; meeting service and sales delivery standards; and performing essential functions to the quality and service standards developed by the agency. Essential Functions • Create and maintain an unforgettable client experience • Assist Client Executive in obtaining applications for renewal business • Assist Client Executive in marketing of renewal business to include sending submissions/supplemental applications to carriers for quotes and/or requesting rating to be completed by ReSourcePro • Request renewals, endorsements, and other needed data to and from the companies and insureds as advised by Client Executive and/or client, where applicable • Generate client proposal reflecting coverages quoted for client meeting • Notify Client Executive of insurance requests to cancel and assist in client retention if needed • Helps keep the team on target as per internal procedures and standards • Provides training, support, and leadership to team members where needed • Meet and greet visiting carriers and their internal representatives as needed • Participate in workflow / improvement planning meetings • Refer current and prospective clients to Employee Benefits and Personal Lines departments for solicitation of those lines of business • Review all activities relating to the public, clients, and companies to avoid issues involving potential errors and omissions • Inform and educate clients about policy coverage, changes, exclusion, and insurance coverage needs • Maintain up to date awareness of carriers rating capabilities, new and renewal business criteria, scoring and appetites. • Participate in seminars and other training to maintain required licenses and for knowledge and skill development • Perform other duties as requested • Additional job duties as assigned. Minimum Education/Abilities/Skills • High school diploma or GED, plus a minimum of 5 years of insurance experience with handling 100+ middle market level accounts at a high level of responsibility. • Maintain a client centric focus; is highly responsive to internal and external stakeholders' needs and can manage/meet/exceed expectations. • Team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders. • Ability to work independently with limited supervision. • Ability to learn third party computer programs/websites. • Possess the following skills: • Strong oral and written communication • Proactivity • Critical thinking • Organization and time management • Accounting and analytical • Strong attention to detail • Project management • Demonstrate accountability, work well under pressure, and meet deadlines and deliverables. • Projects confidence in interactions with colleagues and clients. • Contribute to team efficiency by sharing knowledge and best practices. • Proficient with Microsoft Office suite. Preferred but not required: • Active MD resident or non-resident Property and Casualty License • Experience with Applied - EPIC • Desire to pursue Professional Insurance Designation e.g. CPCU, CIC, CLCS, AAI, CISR Job Performance Standards: This is intended to describe the level of work required of the person performing the job, and the physical requirements normal to the position. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions. This does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based upon your performance of the tasks and functions listed in this . The employer has the right to revise this at any time. The job description is not a contract for employment, and either you or the employer may terminate employment at any time, for any reason. Additional Qualifications • Possess appropriate, jurisdictional licenses • Experience with Applied EPIC desired but not required • Bachelor's degree in business or other related field is preferred. RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion Manage a moderately complex book of business Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed Present credit recommendations and financial strategies to clients and internal stakeholders Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools Tailor solutions to client operating cycles, cash flow needs, and strategic goals Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes Engage financial decision-makers with proactive communication and responsive service Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue Strong knowledge of deposit and cash management products and services Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally Ability to balances needs of clients with associated risks and interests of Wells Fargo 3+ years of experience in business-to-business sales Established network in the local market Knowledge and understanding of financial services industry Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office skills A BS/BA degree or higher Job Expectations: Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: 2800 W University Blvd Ste A Silver Spring, MD 20902 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 22 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

This leadership role leads the TCS engagement for a strategic travel / hotel inductry client in Washington DC (Bethesda), ensuring client business protection, account growth, and sustained value delivery. The position requires strong experience in C-suite-level partnership, thought leadership, and leveraging competitive analyses to expand TCS's footprint both within existing portfolios and by displacing market competitors. Key Responsibilities: Manage end-to-end client relationships, focusing on C-suite engagement and executive sponsorship to solidify TCS's partnership status. Drive sustainable account growth by identifying and pursuing opportunities with both existing hotel portfolios and adjacent/new business lines. Develop and present value-based and thought leadership initiatives tailored to client leadership, reinforcing TCS's advisor and innovator reputation. Conduct continual SWOT analyses for both TCS and market competitors to identify areas for business defense and competitive incursion. Formulate strategic programs to protect incumbent accounts while expanding and diversifying TCS's service offerings in the hospitality sector. Advance complex sales cycles from opportunity creation to closure, leveraging a consultative, solution-led approach. Lead teams in responding to RFPs, managing delivery rigor, and ensuring high levels of service governance and satisfaction. Collaborate with global and cross-functional teams to design and deploy industry-specific technology and transformation solutions. Represent TCS at key industry events and client forums, shaping client perception and fostering executive buy-in. Salary Range-$120,000-$160,000 a year #LI-KR3 TCS Employee Benefits Summary: Discretionary Annual Incentive. Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. Family Support: Maternal & Parental Leaves. Insurance Options: Auto & Home Insurance, Identity Theft Protection. Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. Time Off: Vacation, Time Off, Sick Leave & Holidays. Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing.

Vienna, Virginia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************* **:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. **Job Description:** This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The **Market Client Relationship Manager (MCRM)** is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:** + Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit + Oversees the client service experience and reviews the approval of new client accounts + Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals **Managerial Responsibilities:** This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. + Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. + Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. + Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. + Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. + People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. + Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. + Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. + Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. **Specific responsibilities include, but are not limited to:** + Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge + Coaching teams to deliver a modern, digital first service model focusing on client satisfaction + Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise + Managing the daily operations ensuring compliance to industry regulations, and policies and procedures **Required Qualifications:** + Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted + Minimum of 5+ years professional experience **Key Qualifications for the role:** + Current or previous Merrill Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) + Prior trend analysis experience + Strong customer service and communication skills + Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate **Desired Qualifications:** + Bachelor's degree or equivalent work experience **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Skills:** + Compensation Analysis + Performance Management + Process Performance Management + Referral Management + Workforce Planning + Due Diligence + Internal Audit Review + Leadership Development + Recruiting + Risk Management + Client Management + Customer Service Management + Employee Counseling + Succession Planning + Trade Operations Management **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. JOB DESCRIPTION: The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients. This individual develops professional working relationships with clients, insurance companies, and agency personnel to maintain accounts and promote a positive working environment. PRIMARY RESPONSIBILITIES: Maintain client files in Agency Management System accurately and consistently; responsible for proper documentation of files and proper communication to all in accordance with company workflows, procedures, and best practices. Compose professional business correspondence via letter, email, and/or other means Capable for performing accounting/math related functions including invoicing, premium allocation, and other tasks as necessary. Monitor claims as outlined by agency procedures. Communicate claims information to others in the agency and maintain up-to-date claims information in the system. Provide guidance and assistance to the insured in coordination with claims. Interact with others effectively by utilizing good communications skills, cooperating purposefully, providing information and guidance, as needed, to achieve the goals of the company. Attend client meetings with the Advisor or Director Risk Management, when requested Assist co-workers in responding to client inquiries or processing work, when needed Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client's insurance. Assists client inquiries via telephone and email, relaying information and follow up for timely service to the insured. Counsel and advise client on coverage and exposure, recommending and placing additional coverage, as needed. Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system. Cultivates strong relationships with insurance company partners is responsible for knowing carrier requirements and attributes. Looks for opportunities to improve the firm, business segment and processes. Brings issues and discrepancies to the attention of appropriate leadership. KNOWLEDGE, SKILLS & ABILITIES: Demonstrates effective presentation skills through both verbal and written communications. Intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and ability to learn any other appropriate insurance company and firm software programs. Demonstrates the firm's core values, exuding behavior that is aligned with the corporate culture. EDUCATION & EXPERIENCE: Obtain and maintain a state insurance license(s), as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment). 3+ years of experience in a Commercial Account Manager role. OTHER: Fast paced, multi-tasking environment. Travel as required. IMPORTANT NOTICE: This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. The starting pay is $75,000+ annually. Salary is negotiable upon time of hire. #LI-JL1 #LI-HYBRID Click here for some insight into our culture! The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000 Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements Required qualifications, capabilities, and skills Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint Preferred qualifications, capabilities, and skills Bachelor's degree in Finance or related field or equivalent work experience Strong current business network

About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business Banking Team. This role will support customers in an assigned local market by deepening relationships and engaging in prospecting activities. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: * Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals * Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development * Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion * Manage a moderately complex book of business * Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities * Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines * Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles * Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed * Present credit recommendations and financial strategies to clients and internal stakeholders * Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools * Tailor solutions to client operating cycles, cash flow needs, and strategic goals * Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes * Engage financial decision-makers with proactive communication and responsive service * Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence * Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care * This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * 2+ years of experience sourcing and or managing a portfolio of clients with $1mm - 25mm in annual revenue * Strong knowledge of deposit and cash management products and services * Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally * Ability to balances needs of clients with associated risks and interests of Wells Fargo * 3+ years of experience in business-to-business sales * Established network in the local market * Knowledge and understanding of financial services industry * Excellent verbal, written, and interpersonal communication skills * Intermediate Microsoft Office skills * A BS/BA degree or higher Job Expectations: * Position will be responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Posting Location: * 2800 W University Blvd Ste A Silver Spring, MD 20902 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $104,000.00 - $168,000.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 22 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Full-time Description At New Horizon, we're building a bank that runs on grit, speed, and execution. We move fast, challenge assumptions, and obsess over doing things better - for our clients and for each other. This isn't a place for red tape; it's a place for builders. From product design to client experience to operations, we're constantly pushing for sharper thinking and smarter solutions. Our team is made up of passionate individuals who share a relentless drive to enhance our services and deliver exceptional experiences. If you're energized by momentum, motivated by results, and excited to shape the future of banking, you'll feel right at home here. General Job Summary: As a Commercial Banker at New Horizon Bank, you will be primarily responsible for originating, underwriting, and managing high-quality commercial loans that support New Horizon Bank's portfolio growth and credit-quality objectives. This role is centered on commercial lending-sourcing new credit opportunities, analyzing complex financial information, structuring loan facilities, and managing credit risk throughout the life of each relationship. In addition to lending responsibilities, the Commercial Banker develops and deepens client relationships, originate deposit and treasury opportunities, and serves as a trusted financial advisor to local businesses. Success in this role requires strong credit expertise, financial acumen, proactive business development, and the ability to deliver exceptional client service with speed, accuracy, and accountability. Essential Duties and Responsibilities: Business Development: Identifying and pursuing new business opportunities within the assigned market. Becoming established as an active presence in the community, expanding business network, prospecting, and building a pipeline of new clients. Collaborate with Treasury Management, Deposit Operations, Retail, and Executive Leadership to support cross-sell strategies, seamless onboarding and exceptional client experience while expanding the bank's footprint. Relationship Management: Developing and maintaining strong relationships with business clients through regular communication and engagement. Acting as the primary point of contact for clients, addressing their financial needs, and providing exceptional service. Financial Consultation: Conducting thorough financial assessments for business clients to understand their goals, challenges, and opportunities. Providing strategic financial advice and recommending appropriate banking solutions. Loan Structuring: Evaluating creditworthiness of business clients and preparing credit proposals. Structure credit facilities (term loans, lines of credit, owner-occupied real estate, investment real estate, equipment loans, etc.) to appropriately mitigate risk while meeting client needs. Monitoring and managing credit risk through ongoing analysis and proactive measures. Ensure compliance with credit policy, regulatory guidance, and internal procedures. Portfolio Management & Risk Mitigation Maintain a high-quality loan portfolio through ongoing client engagement, financial monitoring, and early identification of problem loans. Work closely with credit administration and senior management to address emerging risks or deterioration in creditworthiness. Manage loan renewals, modifications, covenant exceptions, and credit memos in accordance with bank policy. Ensure timely and accurate collection of client documentation in coordination with internal teams. Product Knowledge: Maintain deep knowledge of commercial lending products, business deposit accounts, treasury management solutions, and digital banking tools. Educate clients on available solutions and guide them toward the right mix of products to support growth, liquidity, and risk management. Stay informed of regulatory changes, industry trends, and competitive pressures impacting local businesses. Requirements Required Knowledge, Skills, and Abilities: • Familiarity with business banking software and technology. • Strong understanding of financial products, credit analysis, and risk management. • A motivated team player who is passionate about creating, building, and maintaining strong financial relationships. • Exceptionally skilled at verbal and written communication. • Driven to create and promote a strong internal and external culture focused on customer service. Education and Experience: Bachelor's degree in Business, Finance, or related field. Relevant certifications (e.g., Certified Treasury Professional, Commercial Lending Certificate). Three to five years of experience in business banking or a related financial role.

Are you looking for a new opportunity that offers career development/training, the ability to work in a collaborative team environment, and a great work/life balance? Horizon Farm Credit is recruiting for a Relationship Manager focusing on supporting beginning farmers to join our lending team in the Blue Ridge region. Qualified candidate may work in Westminster, MD, Frederick, MD, or Chambersburg, PA, branch. This position is eligible for hybrid work schedule after 6 months of successful employment. Our ideal candidate is an organized, detail-oriented, and analytical individual with an enthusiasm to support the agricultural community. In this position, you will deliver customized financing, extraordinary customer experiences, and impactful education. You will also serve as a Grow Ahead leader to the internal regional team and externally to outside industry partners. In this role, you will focus on cultivating new and servicing existing business relationships with farmers who are starting, growing, or transitioning to a farm. This position is internally referred to as a YBS Relationship Manager. Areas of Responsibility Include: Build and maintain strong customer relationships by providing personalized service and one on-one educational support to beginning customers. Coach customers to better understand the business and financial aspects of their farm operations, setting them up for future success. Provide increasing levels of one-on-one attention to enhance the skillset of beginning borrowers, enabling them to transition smoothly into the traditional ARM portfolio. Guide customers through the approximately three-year program and create a smooth customer transition to a traditional Agricultural Relationship Manager (ARM) after program completion. Manage the rotating YBS program to help HFC expand its reach and prepare farmers for the future of agriculture. Identify new business opportunities from existing and new prospective farmers and guide them through the loan process. Demonstrate expertise in educating farmers and others in the agricultural community on business and financial management topics. May present at industry conferences/meetings, customer-facing webinars, Ag Biz Masters classes, and more. Take prospect calls and/or email inquiries from startup farmers looking for additional information on HFC products and services. Education Bachelor's degree or equivalent experience in Business Administration, Agriculture, Economics, Finance, Education or related field. Experience Generally, one to five years of relevant experience in sales, the agricultural industry, financial services, financial literacy, or as an educator in finance or a related field. Preferred Skills Proficient interpersonal relations and communication skills. Able to manage challenging customer situations. Strong knowledge of agricultural lending and related financial products and services and selling skills. Capable of managing customer relationships within the assigned portfolio under general supervision. Handles duties within the required time expectations, delivering excellent internal and external customer service. Excellent written and verbal communication skills with the ability to employ diplomacy and tact with customers and prospects while articulating the benefits of Farm Credit. Ability to spend a significant amount of time meeting with customers, prospects, and referral generators. Knowledge of agriculture preferred. Adaptable and flexible to a changing work environment. Ability to travel to/from other branch offices, customer meetings, etc., as required. Regular, predictable, and reliable attendance is required. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities. What can we offer you? We offer competitive compensation and benefits packages for full-time employees including: Medical insurance with dental and vision care options 401 (k) with significant employer matching Paid time off, holidays, and volunteer time to support work/life balance Tuition reimbursement and training opportunities Student loan reimbursement Leadership and career development opportunities Paid maternity and bonding leave Paid short-term disability Fun and inclusive work environment Salary Range: $60,700 - $75,000, depending on previous experience. Equal Opportunity Employer including veterans and individuals with disabilities.

About Cognizant Cognizant is one of the world's leading professional services companies, helping clients become data-enabled and data-driven in the digital era. Our industry-based, consultative approach helps companies evolve into modern businesses. By leading clients in using technologies crucial to modern enterprises such as IoT, artificial intelligence, digital engineering & cloud, we enable new business and operating models that unlock new value in markets around the world. Cognizant's unwavering focus on our clients is led by over 350,000 associates, who deliver services and solutions tailored to specific industries and the outstanding needs of the organizations we serve. Overview Client Relationship Managers are key contributors to the commercial side of Cognizant's IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The Healthcare Payer CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin. Cognizant Technology Solutions is currently seeking a highly skilled Healthcare Payer Client Relationship Manager (Associate Director) who will be responsible for a growing payer client in the Northeastern United States. Client Relationship Managers play a key role in our growth and are tasked with rapid business expansion within their assigned account(s), including managing business development and delivery objectives, top and bottom-line P&L, customer satisfaction, and the overall Account relationship for one or more key account(s). The qualified candidate must live within a daily commutable distance to Owings Mills, Maryland to be at the client location 4 to 5 days per week. Key Responsibilities * Balance business development and sales responsibilities and be responsible for managing high quality delivery while developing strategies and tactics for further penetrating the account and cross-selling Cognizant's emerging services. * Drive profitable growth of the account relationship. through identifying and overseeing the closure of new, renewal, and expansion opportunities. * Understand the customer's specific business needs and apply service/ process knowledge to meet those needs, additionally, to identify critical initiatives that help the client's business to achieve their goals. * Works to grow the client relationship by identifying new business opportunities. * Build and maintain relationships across various levels in the client organization, build a partner map to position the team and management. Have regular meetings and interface with the customer decision makers and influencers. * Collaborate with multiple service lines, innovation teams and business teams in Cognizant to formulate a business plan and execute it for the account relationship. * Actively drive execution of the innovation agenda for the portfolio. * Be actively involved in deal reviews, developing solutions, proposal responses, creating an executive summary for the proposal, and ensure timely submission with appropriate internal approvals. * Identify and forge partnerships and tap into existing alliance partnerships of Cognizant to grow the account. * End-to-end management of the account operations including account forecasting, budgeting, and overall P&L. * Manage accountability against Measurable Revenue/Profit Growth within set timelines. * Focus on developing a plan on increasing the visibility of Cognizant in the account and in the industry. * The qualified candidate must live within a daily commutable distance to Owings Mills, MD to be in the office 3 to 4 days per week and must be able to drive to other locations in the region as needed for business. Required Experience * 15+ years of experience in a client facing role or account leadership role in the IT professional services or management consulting firm * Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment * Strong knowledge of US healthcare, the associated technology landscape and trends * A strong performance track record of managing different portfolios ranging from sales, new sales, programs and existing annuity business * A strong relationship-oriented bent of mind, demonstrated capabilities in building and sustaining relationships * Strategic thinking and confidence and ability to plan and stay the course * Must be able to navigate a large organization, work in a multi-dimensional matrix and have the power of persuasion through content and confidence * Strong executive presence and gravitas * MBA or bachelor's degree OR equivalent combination of education, training, and experience. Preferred Experience * The candidate must bring in experience, insight, and credibility in the US Healthcare Payer domain * The candidate must be able to work in a dynamic, entrepreneurial environment * Experience of leading and closing large deals in managed services (multi-million $ and multi-year contracts) Top Reasons to Join Our Team Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive commission's plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement. Salary and Other Compensation: The BASE SALARY for this position $165,000 - $175,000 + Annual Target Bonus of 30%. Benefits Cognizant offers the following benefits for this position, subject to applicable eligibility requirements: * Medical/Dental/Vision/Life Insurance * Paid holidays plus Paid Time Off * 401(k) plan and contributions * Long-term/Short-term Disability * Paid Parental Leave * Employee Stock Purchase Plan Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, based on applicable law. A Good fit for the Cognizant culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative. Work Authorization Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the Home Office to ensure superior client service. Key responsibilities include partnering with the market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving responsible growth while minimizing regulatory, financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. Responsibilities: * Leads the service delivery model and wealth management banking strategy of respective markets to drive business growth * Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service * Supervises financial transactions and operations to drive risk management best practices and ensure compliance with policies and procedures, while preparing to effectively manage any type of branch audit * Oversees the client service experience and reviews the approval of new client accounts * Leads Wealth Management Client Associates and the branch Operations Department to meet and exceed the bank's client service expectations and operational excellence goals Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above. * Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement. * Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals. * Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions. * Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues. * People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance. * Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions. * Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization. * Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work. Specific responsibilities include, but are not limited to: * Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill * Managing the branch's Wealth Management Client Associates and Service Support Staff * Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel * Requires diversification and experience with Bank of America and Merrill Products & Services, Trend Analysis, Risk Assessment, Human Resources, and broad industry knowledge * Coaching teams to deliver a modern, digital first service model focusing on client satisfaction * Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise * Managing the daily operations ensuring compliance to industry regulations, and policies and procedures Required Qualifications: * Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses and Series 3, 31 licenses, if warranted * Minimum of 5+ years professional experience Key Qualifications for the role: * Current or previous Merrill Wealth Management experience strongly preferred * Self-motivated and client centric * Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures * Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.) * Prior trend analysis experience * Strong customer service and communication skills * Strong management skills, including the ability to effectively plan, monitor, influence, negotiate, supervise and delegate Desired Qualifications: * Bachelor's degree or equivalent work experience Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Compensation Analysis * Performance Management * Process Performance Management * Referral Management * Workforce Planning * Due Diligence * Internal Audit Review * Leadership Development * Recruiting * Risk Management * Client Management * Customer Service Management * Employee Counseling * Succession Planning * Trade Operations Management Shift: 1st shift (United States of America) Hours Per Week: 40