Relationship manager jobs in Greenburgh, NY - 965 jobs

WHO WE ARE: Zinnia is the leading technology platform for accelerating life and annuities growth. With innovative enterprise solutions and data insights, Zinnia simplifies the experience of buying, selling, and administering insurance products. All of which enables more people to protect their financial futures. Our success is driven by a commitment to three core values: be bold, team up, deliver value - and that we do. Zinnia has over $180 billion in assets under administration, serves 100+ carrier clients, 2,500 distributors and partners, and over 2 million policyholders. WHO YOU ARE: The Director, Client Delivery Lead is accountable for execution on the client project work prioritized to meet key client targets and outcomes. You will have a keen understanding of the SDLC to delivering projects in both waterfall and agile methodologies, and an ability to quickly assess impact and risk mitigation approaches across client programs. Working with peers, Account Executives, and technology teams in the organization, you will help achieve your clients' target outcomes within the overall Zinnia portfolio of programs. You will lead a team of Program Leads/Project Leads working to support your clients' initiatives and will drive adherence to key standards and practices to increase predictability in our delivery outcomes. WHAT YOU'LL DO: Support client discussions and planning activities to outline high level full year portfolio roadmap, driven by prioritized requests and client defined business value Work with Client Account Manager to prepare and facilitate strategic client planning sessions at least quarterly to prioritize work needed for client to achieve key business outcomes for the upcoming year Collaborate with peer Delivery Leads, Client Account execs, and internal Technical Lead resources to forecast resource demands and manage prioritization on a recurring and as needed basis by working with internal stakeholders Monitor and manage Client portfolio status, including delivery progress, project spend, cross projects dependencies, P&L, risks and issues Work with Program and Project Manager client teams to drive consistent use of defined reporting and dashboards for project tracking and proactive identification of risks to timelines, scope, budget and quality Act as the first point of escalation for project delivery, working to identify remediation steps with internal stakeholders including impact of remediation to overall Zinnia portfolio, and reporting back to client with mitigation plan Support periodic (at least monthly) leadership Client discussions, including key Zinnia constituents (Client Account Executive, others as needed) to assess key wins, areas of opportunity with resulting plan of action and readout in subsequent monthly Drive Client conversations on scope management with proactive data to reflect trends and options to meet targets based on priority of time, cost, scope Improve team performance by leading, mentoring, training, motivating, and building team cohesiveness, Work with the teams to continually improve project/program controls, methods and tools Drive contract review and approval process, working with internal legal teams and Client Account Exec team member prior to submission to Client Support Program and Project Manager client teams review and approve of billable effort/cost weekly, in addition to monthly invoice generation Participate in monthly finance discussions to review P&L by providing proactive information on potential project risks and mitigation steps actioned WHAT YOU'LL NEED: Bachelor's degree in business or a closely related field, Master's Degree preferred, or equivalent work experience. 10 plus years of Project Management Experience - CAPM, PMP or similar designation preferred 15 plus total technology experience Demonstrated ability to manage a project using a variety of methodologies (Waterfall, Agile, Scrum, Kanban, etc). 4-6 years in an Agile environment preferred Demonstrated understanding and experience within full software development project lifecycle in complex technical environments. Knowledge of project management tools and software such as Microsoft PowerPoint, Excel, Visio, SharePoint, Jira, etc. Experience with third-party system support with preference given to insurance / financial services platforms. Knowledge of IT systems, governance and compliance. Proven problem solving, decision making, analytical and organizational skills are required. Ability to tailor communications and influence critical decisions with a variety of stakeholders. Capability to work within broadly defined parameters. Strong results orientation, organization and management skills. Lead and focus the efforts of others to established goal. Effectively drive results with cross-functional teams in a matrixed organization. Experience with conversions and implementations. Mentor Technical Project Managers as required. Develop relationships, with a strong focus on communication and change management. Knowledge of annuities and life products PMI- ACP, CSM or equivalent preferred Able to travel a minimum of 10% of the time. WHAT'S IN IT FOR YOU? Zinnia offers excellent career progression and competitive compensation. We offer great benefits, including health/dental insurance, parental leave, profit sharing, 401(k), incentive/bonus opportunity, tuition reimbursement, and so much more. The expected salary range for this position is $180,000 - $200,000, dependent on skills and location. The salary range is a good faith estimate based on what a successful candidate might be paid in certain Company locations. All offers presented to candidates are carefully reviewed to ensure fair, equitable pay by offering competitive salaries that align with the individual's skills, education, experience, training, and geographic location and may be above or below the stated amounts. We're looking for the best and brightest innovators in the industry to join our team. At Zinnia, you collaborate with smart, creative professionals who are dedicated to delivering cutting-edge technologies, deeper data insights, and enhanced services to transform how insurance is done. Visit our website at ************** for more information. Apply by completing the online application on the careers section of our website. We are an Equal Opportunity employer committed to a diverse workforce. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability. Notice for California residents: Information about how we collect and use your personal information can be found here #J-18808-Ljbffr

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

A major financial institution in Stamford is seeking experienced professionals in Private Banking to manage client relationships, generate business results, and provide tailored financial advice. The ideal candidate has over six years of experience, a Bachelor's degree, and required licenses. The role offers competitive compensation, with potential for commission and a comprehensive benefits package, including health care coverage, retirement savings, and more. #J-18808-Ljbffr

A leading financial services firm is seeking a Private Banker to work within their U.S. Private Bank. The role involves advising clients on wealth management, generating new business, and ensuring exceptional client experience. Ideal candidates will have at least six years of experience in Private Banking, a Bachelor's degree, and a client-focused mindset. Strong sales acumen and understanding of investments are essential. This is an opportunity to work with a talented team and develop your career. #J-18808-Ljbffr

The Customer Success Manager is responsible for growing and adding a book of businesses by developing and nurturing the relationship between the Company's existing and new clients. This position will be a subject matter expert on the client organization and client structure. This position requires organizational skills, attention to detail, and impactful interpersonal skills both within and outside the organization. Ideally candidates are located near our NJ or NY offices but we are also open to facilities professionals located in other geographies. This position offers a competitive base salary and significant bonuses that result from successful account growth and inside sales. Job Responsibilities: • Negotiate contracts and close agreements to maximize profit. • Develop a trusted advisor relationship with key accounts, customer stakeholders, and executive sponsors with assigned clients. • Take ownership of the designated client accounts, managing a ‘book of business' through their SLAs (Service Level Agreements), RFIs (Request for Information), and RFPs (Request for Proposals) processes and requirements. • Understand, interpret, and accommodate varied KPIs (Key Performance Indicators) as dictated by the designated clients. • Consistently review designated existing client accounts, identifying opportunities for new business ventures and upselling services to better serve their needs and exceed sales quotas. • Ensure the timely and successful delivery of our solutions according to customer needs and objectives. • Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders. • Forecast and track key account metrics (e.g., quarterly sales results and annual forecasts) and prepare reports on account status. • Other duties as required or assigned. • Assist with high-severity requests or issue escalations as needed. Proficiencies: • Strong organizational skills • Attention to detail • Possess friendly and positive disposition • Adaptable and able to work in a fast-paced environment. • Ability to manage multiple projects at a time • Display effective communication skills • Negotiation skills Requirements Supervisory Requirements: This position does not have direct-report supervisory responsibility but does serve as a coach and mentor within the Account team as well as for other positions within the company. Education/Experience: • College Diploma with three years' experience in project management, time management, and people management or any equivalent combination of training and experience that provides the required knowledge, skills, and abilities to qualify. • Customer service experience, preferably in a retail, restaurant, or related environment. • Facilities management experience and familiarity with construction trade & processes, preferably in a retail or restaurant environment • To perform this job successfully, an individual should have basic skills in a work management system, proficiency in MS Office skills, and the willingness to expand their knowledge. Work Environment/Physical & Visual Demands: • This is a full-time position with 40 hours of work or more per week. Days and hours are typically within standard business hours, Monday through Friday from 8:30 a.m. to 5:00 p.m. EST. Though this is not an after-hours “on-call” position, availability to answer phone calls after normal business hours and on weekends is required as job duties demand. • This position requires extensive contact with people and local travel up to 10% may be required, based on the needs of the business. • Physical Demands: Speaking, Listening, Writing, Sitting, Keystroke, Crouching, Kneeling, Reaching, Standing, Walking, Pushing, Pulling, Finger movement, Squatting, Grasping, Repetitive Motion, and Sedentary/ Light work, Climbing, requiring lifting up to 20lbs or up to 50lbs with assistance. • Visual Demands: Visual acuity to perform activities such as viewing a computer terminal and reading. • Environment Conditions: This position is subject to sufficient noise with an indoor environmental condition; protected from weather conditions, but not necessarily from temperature changes

The Multiple Myeloma Research Foundation (MMRF) is the largest nonprofit in the world solely focused on accelerating a cure for each and every multiple myeloma patient. We drive the development and delivery of next-generation therapies, leverage data to identify optimal and more personalized treatment approaches, and empower myeloma patients and the broader community with information and resources to extend their lives. Central to our mission is our commitment to advancing health equity so that all myeloma patients can benefit from the scientific and clinical advances we pursue. Since our inception, the MMRF has committed over $500 million for research, opened nearly 100 clinical trials, and helped bring 15+ FDA-approved therapies to market, which have tripled the life expectancy of myeloma patients. To learn more, visit **************** MMRF CORE VALUES: At the MMRF our core values define both who we are and how we work together as an organization. We believe in investing in our team and building a culture that will help us pursue our highest level mission to accelerate a cure for each and every multiple myeloma patient. Our five core values are expressed below: Prioritize Patients - Patients are at the center of everything we do.Every decision we make is grounded in the needs and best interests of the patients we serve. Drive Innovation - We are committed to pursuing big, bold ideas.Taking risks, trying new approaches, and challenging the status quo are necessary to speed new discoveries. Deliver Solutions - Taking on complicated challenges is what sets us apart. To deliver results, we must be decisive, take action, and act with urgency on behalf of the myeloma community. Do It Together - We know that together, we are stronger.We work cross-functionally with the entire community to achieve our mission and are invested in the success of others. Build Trust - We build trust-based relationships. We advocate for each and every myeloma patient by committing to diversity, equity, and inclusion and treating others with respect. POSITION OVERVIEW: The National Manager, Team for Cures (Endurance Events) is a leadership role on the peer-to-peer fundraising team, reporting to the Director, Peer-to-Peer Fundraising Team for Cures. The National Manager leads the strategic growth, implementation, and execution of the organization's endurance-based fundraising initiatives, including marathon, hike, cycling, and virtual endurance events. This individual will be responsible for implementing peer-to-peer fundraising best practices to drive successful event recruitment and fundraising outcomes. They will oversee the endurance program expansion's, participant recruitment, and revenue growth strategies to achieve fundraising goals. The National Manager is a revenue-generating role that will lead a small team responsible for reaching and exceeding fundraising goals. Additionally, this role will manage their own portfolio of events and as needed, local/regional create your own fundraising events. The National Manager brings experience in managing fundraising staff, working collaboratively within a large team, and a demonstrated history of successful direct fundraising responsibilities in charity marathon programs. They also bring knowledge and experience in executing hike, cycling, and wraparound event/third party/DIY fundraising events and stewarding volunteers. The ideal candidate is a seasoned peer-to-peer fundraising professional who is a quick-on-their feet relationship builder and fundraiser, demonstrates strong business acumen, professionalism, and possesses leadership and coaching qualities. You know how to build and grow a peer-to-peer fundraising event through engagement, recruitment, fundraising, and marketing/promotion, while engaging volunteer champions. You instinctively promote and provide ongoing customer-service centered outreach to ensure participants are engaged in fundraising, volunteerism, and community-building. You thrive in a large team, love to collaborate, coach, inspire others, and celebrate others' wins. KEY RESPONSIBILITIES INCLUDE: Leadership & Effective Team Management Lead the organization's endurance events fundraising portfolio, including the following revenue targets for 2026: $1.4 million marathon program, $100,000 hike program, and $150,000 cycling program Lead, coach, mentor, and effectively mobilize a small team of fundraising staff Support team's development of fundraising plans to achieve revenue and recruitment goals; Offer continued support and coaching. Ensure processes are being adhered to and that direct reports are accountable Operations Collaborate with Fundraising Operations Manager and Director, Peer-to-Peer Fundraising to develop processes to support successful program implementation. Ensure clear communication with stakeholders, and increase efficiencies across internal endurance fundraising team. Oversee the successful launch and implementation of existing and new endurance events, ensuring participant satisfaction, operational excellence, and revenue delivery. Manage budgets, revenue forecasts, and performance metrics to track financial outcomes and growth opportunities. Strategic Planning Develop and execute a strategy to grow the organization's marathon-based fundraising teams and endurance programs. Listen and elevate ideas from direct reports to successfully support program expansion. Act as a thought-partner in exploring revenue-diversification opportunities, including sponsorship opportunities. Effective Cross-Functional Team Collaboration Collaborate with Development, Marketing, Strategic Partnerships, and regional P2P teams to strengthen participant and revenue pipelines, as well as elevate brand presence at endurance events. Collaborate with partner agencies to ensure the successful launch of our experiential fundraising events, from website launch to event day. Communications Develop or complete reports and presentations to share strategy, programmatic updates and revenue progress. Assist in the development of fundraising communications. Create any graphics or promotional collateral, if needed Owned Portfolio of Fundraising Events Lead recruitment and stewardship of volunteer leaders, endurance athletes, and fundraising participants. Provide customer service and tailored support to fundraisers, donors, and community members Cultivate key partnerships with race organizers, sponsors, and community stakeholders to expand team participation and visibility. Identify and implement innovative strategies to retain fundraisers and increase average fundraising per participant. Other duties as assigned. Qualifications: REQUIRED: 7+ years experience in peer-to-peer fundraising programs At least 2+ years direct walk or run program fundraising experience; 2+ years directly overseeing marathon events Strategic planning and revenue growth expertise Proven track record of exceeding goals Strong, clear communication and team leadership skills Excellent writing skills Event coordination and large-scale fundraising success Budget management and contract knowledge Excellent customer service Project management and multitasking abilities Ability and willingness to travel Goal-oriented with ability to motivate and empower others Volunteer management experience (building committees, local boards, volunteer training) Corporate sponsorship prospecting, recruitment, and cultivation experience Fundraising platform & CRM knowledge and proficiency (DonorDrive, Salesforce, and Concur knowledge a plus) Project management skills Canva proficiency Microsoft proficiency (Teams, Excel, PowerPoint) PREFERRED: Bachelor's degree Public speaking experience Experience participating in or managing charity teams for major marathon events (Boston, Chicago, New York City, etc.). Technical proficiency EEO STATEMENT The Multiple Myeloma Research Foundation (MMRF) is an equal opportunity employer and does not discriminate against any candidate based on race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, military and veteran status, sexual orientation, or any other factor protected by federal, state, or local law. The MMRF does not sponsor/facilitate any type of work authorization for this role. All applicants must currently have original valid unrestricted authorization to accept new employment in any role in the U.S. with any employer. There is also no future employer-provided sponsorship for this role to obtain or extend authorization to work in the U.S.

Morgan Stanley at Work ("MSAW") is a division within Morgan Stanley Wealth Management, comprised of Shareworks by Morgan Stanley and Equity Edge Online, Marketing, Retirement Plan Solutions, and Financial Wellness. Our division offers in-depth knowledge and resources focused on providing a full range of solutions that help address various institutional and employee financial challenges and complexities. The Relationship Manager (RM) position is responsible for the equity compensation relationship within MSAW. They are responsible for partnering with the companies key administrative contacts (Stock Plan managers and analysts). They must possess a strong working knowledge of the plan and how the plan is established within the Morgan Stanley system. This will require the candidate to be responsible for the satisfaction of the service delivery for the corporate stock plan and ensure the plan is utilizing all the components of our services to enhance the efficiency of the delivery. Service delivery within the corporate client expands beyond the primary administrative contacts. This will include individuals within human resources, benefits, compensation, and finance departments. A successful candidate must have excellent interpersonal skills, proven problem solving skills, a strong knowledge of equity compensation and ESPP plans, and an appreciation for the challenges that face todays administrators within the industry. Primary Responsibilities May Include: * Collaborate with others to assist clients and ensure all clients receive timely responses * Conduct quarterly reviews to share product trends and enhancements along with detailed plan level statistics to update the client on plan health * Regular contact with clients to maintain a high level of personal interaction * Monitor client satisfaction through internal benchmarks as well as regularly inquiring about their level of satisfaction with the administration * Promoting and sharing best practices from our products and the industry on how to improve service and execution * Align client requests and expectations with business needs and constraints while maintaining a positive relationship with client contacts * Coordinate new projects with client and internal team. Maintains and tracks an open items log and ensures client satisfaction and remediation for all items. * Engage with the various Morgan Stanley service support organizations to ensure awareness of plan rules and key events for adequate support * Keep open communications with internal business partners regarding plan events, open items, or key issues impacting the plan that may impact overall strategic plans for the company. * Maintain education of the industry and product by attending industry webcasts and Morgan Stanley promoted education forums; and share relevant information from the education sessions with the client base as applicable * Work with all colleagues professionally and respectfully by sharing information and aiding in high volume times when necessary. Qualifications: * Bachelor's degree required along with 5-10 years of industry experience * A strong understanding of the executive compensation, stock plan, and ESPP industries * Prior Private Equity experience preferred. * Excellent interpersonal and communications skills * Some travel will be required * Organizational skills to track and maintain open issues for multiple projects. * Ability to work under periods of extreme pressure with very tight time constraints, i.e. periods of unexpected high volume activity on major client event or a designated project. * Ability to make a case for difficult decisions and present to management. * Ability identify problems and articulate the concern both verbally and in written form to clearly communicate the item to internal and external stakeholders needed for resolution. * Comfortable in running a meeting and speaking in large groups * Certified Equity Professional designation and Shareworks experience a strong plus. * Appropriate securities licenses required (FINRA Series 7, and 63 or 66) or willingness to be obtained within 180 days of hire. * A strong working knowledge of MS office products. * This position requires you to be on-site in the office at least 3 days per week Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $110,000 and $185,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

Hours: 40 Pay Details: $160,160 - $240,240 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Sr. Relationship Manager serves the needs of the community commercial banking business, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio. Depth & Scope: Recognized as top level expert within the company in a customer segment or product/service line with responsibility for identifying and interpreting trends in the market to structure portfolios and get results Develops new business with prospects that have the largest and most complex credit needs in assigned portfolio segment Defines new approaches to sell and deliver solutions Anticipates emerging customer trends as a basis for recommending products and services and expanding the business Highly sophisticated understanding of customer needs and competitor offerings that contribute to the direction of the business line or segment Oversees the management and activities of large accounts and related servicing teams Manages the most strategic relationships that are characterized by significantly complex products and services provided and/or takes a significant business development focus Solves unique problems with broad impact on the business segment and financials Develops and implements new and innovative approaches to the sales process, including negotiation of terms and approaches to account management - provides expert advice internally and externally Impacts a range of sales achievement for largest accounts and relationships and a significant part of one or more business lines Communicates complex ideas, anticipates potential objections and persuades customers; negotiates significant terms Provides leadership guidance, makes recommendations and collaborates with business to ensure solutions meets the business needs on a complex project or program Identifies and leads problem resolution for project/program complex requirements related issues at all levels Education & Experience: Undergraduate degree 10+ years relevant experience In-depth understanding of commercial industry, business development techniques and credit decisions Proven business development track record, with proven ability to conceptualize and implement effective new business strategies Extensive network of outside referral sources for new business Excellent credit and financial analysis skills Effective negotiation skills Customer Accountabilities: Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval Leads all aspects of relationship management for an assigned portfolio /segment and/or geography Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience Acts as a trusted advisor expected to meet the needs of customers by providing creative products / solutions Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs Develops community relationships and membership in civic and professional organizations, including active participation in networking events Shareholder Accountabilities: Develops / implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth Plans and executes business development activities, review and communicate results, and adjust tactics accordingly Promotes and offers full suite of products, sales, services and banking capabilities Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and procedures Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations Identifies, suggests and actively participates in process improvement opportunities Actively manages relationships within and across various business lines/ corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations Ensures necessary due diligence to support the accuracy of all customer transactions / activities Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Employee/Team Accountabilities: Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/ points of interest Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit Keeps current on emerging trends/ developments and grows knowledge of the business, related tools and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships. Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such clients can avail themselves of the full range of investment solutions available through Stifel. What We're Looking For * Develop in-depth knowledge of client portfolios; regularly engage with clients. * Conduct quarterly/annual client performance reviews in conjunction with the Investment Representative. * Coordinate enrollment campaigns/meetings for high-net-worth individuals/individual investors. * Analyze and evaluate client needs and provide recommendations concerning the identified issues and potential strategies for further enhancing client relationships. * Research, investigate, and analyze client queries and other significant matters, develop strategic responses as needed, and at own judgment. * Partner with the Relationship Manager to assess and evaluate client needs and to create further client development opportunities; prepare recommendations for client development opportunities. * Other such duties may be necessary to maximize client relationships. What You'll Bring * Knowledge of principles and processes for providing customer and personal services, including customer needs assessment, meeting quality service standards, and evaluation of customer satisfaction. * Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times. * Understanding new information's implications for current and future problem-solving and decision-making. * Managing one's own time and priorities to ensure the meeting of deadlines. * The ability to communicate information and ideas in spoken or written form so that others will understand. Education & Experience * Minimum Required: High School Diploma or Equivalent required. * Minimum Required: 10 years of financial services experience. Licenses & Credentials * Minimum Required: FINRA Series 7 & 63. * FINRA Series 65 (66) may be required depending on the business coverage. Systems & Technology * Proficient in Microsoft Excel, Word, PowerPoint, and Outlook. Compensation Range Salary: USD $71,300.00/Yr. - USD $106,800.00/Yr. Actual salaries may vary, and may be based on several factors, including but not limited to each candidate's qualifications, skills, and overall competencies for the position. The base salary is one component of Stifel's overall compensation package for each individual employee. Other benefits and offerings include, but not limited to, discretionary bonuses, health / dental / vision / prescription insurance offerings, Stifel Total Health Connect, flexible spending accounts, tuition & certification assistance programs, paid time off, and much, much more! To view a more comprehensive list of Stifel's current offerings, please visit **************************************** Applications are accepted until the position is filled. About Stifel Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success. While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success. At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off. Stifel is an Equal Opportunity Employer.

Opal Wealth Advisors, located in Jericho Long Island (NY) is seeking to add an outstanding Relationship Manager position to it's team of wealth management professionals. The intention of the Relationship Manager role is to: * to ensure that each client's experience with Opal Wealth Advisors is exceptional * to serve as the primary contact for all clients * to partner with the Advisory Team and Client Service Team to fulfill client needs and requests * to ensure lead financial advisors have the administrative resources to deliver the best client experience. Experience working in a financial services company, wealth management company, registered investment agency (RIA) is mandatory for this role. Communication skills must be incredible as well as the desire to be of service. No task is too much when it comes to serving our clients.

Job DescriptionJoin MAX Surgical Specialty Management, an innovative leader in the healthcare industry, as we embark on an exhilarating journey of growth and expansion! We are seeking a motivated and dynamic individual to join our Operations Management Team as Relationship Manager. What You'll Do: We are seeking a motivated and dynamic individual to join our Operations Team as a Relationship Manager. The ideal candidate will have a strong passion for building and maintaining relationships with key Internal and External Stakeholders, driving patient volume, and helping drive the growth of our practice(s) through strategic outreach efforts. As the Relationship Manager, you will play a pivotal role in expanding our patient base and enhancing our practice's reputation within the community. The successful candidate will be able to: Referral Relationship Generation:-Assist to develop and execute a comprehensive strategy to establish and nurture referral relationships with dentists, physicians, medical professionals, and other relevant stakeholders.-Regularly communicate with potential referring partners to foster strong connections and ensure a consistent flow of patient referrals.-Identify opportunities to collaborate on seminars, workshops, and events that educate referring partners about our oral surgery services. Community Engagement:-Represent the Company at local community events including health fairs, and professional networking gatherings to increase visibility and create awareness about our services.-Establish partnerships with local organizations, schools, and businesses to promote our practice and create a positive impact on the community. Marketing and Outreach Strategies:-Collaborate with marketing team to create and implement targeted marketing campaigns that highlight our practice's expertise and value proposition.-Utilize social media, email marketing, and other digital platforms to engage with potential patients and referring partners. Tracking and Analysis:-Monitor and analyze the effectiveness of outreach initiatives, referral sources, and marketing campaigns, adjusting strategies as needed to optimize results.-Provide regular reports to the Operations & Practice Management team, outlining key performance metrics and growth trends to identify areas for improvement or expansion. Relationship Management:-Foster and maintain strong relationships with referring partners, addressing their needs, concerns, and feedback to ensure a positive and productive collaboration.-Function as a liaison between the oral surgery practice and referring partners, facilitating open communication, and streamlined patient referrals.-Maintaining a deep understanding of the industry and the company's products/services that best suit the client's needs. -Perform any and all other duties as assigned What You'll Bring: -Bachelor's degree in business, Marketing, Communications, or a related field.-Proven history of developing and managing successful referral relationships within the healthcare, medical, or other industry.-Previous experience in the healthcare field; Oral Surgery a plus.-Strong verbal and written communication skills are essential for conveying complex ideas and building rapport with clients. -Must have valid driver license, reliable transportation and willing to travel up to 80%. -Strong networking abilities and a natural aptitude for building and maintaining professional relationships.-Initiative-taking and purposeful with the ability to work independently and as part of a team.-Proficiency in utilizing digital marketing tools and platforms. Perks of the Job: -Highly competitive salaries & annual performance bonus and compensation reviews annually-Competitive health insurance and benefits, including medical, dental, vision, disability, and more -401k retirement savings plan that includes employer match -Generous Paid Time Off, sick leave, and paid holidays -Advance your career growth with opportunities in the most extensive growing oral surgery practice in the Northeast About MAX Surgical Specialty Management: Established in September 2022 as the Northeast region's first oral and maxillofacial surgery-only specialty platform, MAX Surgical Specialty Management is a surgeon-led management services organization developed with clinical and surgeon autonomy at its core. Today, MAX supports surgeons across New Jersey, New York, Pennsylvania, Vermont and Connecticut, enabling practices to channel resources, skills and knowledge within the oral surgery specialty, leading industry advancements and delivering the highest standard of patient care. Surgeons have access to a curated network that allows them to collaborate with and work alongside a diverse pool of highly skilled peers who are leaders in their specialty. MAX safeguards surgeons' independence while offering robust support systems, access to advanced technology and opportunities for financial growth. Integrity-driven. Patient-focused. Experience the difference at **************** MAX Surgical Specialty Management is an equal opportunity employer committed to providing fair employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected characteristic. We welcome diversity and encourage applicants from all backgrounds. Our inclusive environment values and empowers every employee to contribute to our mission. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience. As a Relationship Manager in Merchant Services, you will manage a strategic portfolio of large, complex retail clients with a mix of card present, in app, and web transactions; driving payments optimization strategies as well as overseeing their day-to-day support needs, increasing revenue through the cross-selling of products and services, establishing and maintaining strong relationships with key decision-makers, and providing consultancy to portfolio clients. Job responsibilities Directs the management of all account relationships within an assigned portfolio, typically through both face-to-face and non-face to face communication channels, written and verbal. This includes negotiating contracts and sales activity needed to meet retention and sales goals. Manages the assigned portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results. Provides thought leadership, proactive insights and consultation on payments optimization strategies to clients within the portfolio, and identifies opportunities for JPMorgan Payments collaboration to deliver the full value of the firm. Acts as transaction processing consultant for clients providing alternative processing solutions and options. Monitors and analyzes financial consequences of processing methods and works with clients to minimize their costs in this area. Identifies improvements to existing systems/products, and opportunities for new products and services. Sells value-added products or services to existing accounts. Develops and implements educational programs designed to improve client's transaction processing performance. Works with internal departments to ensure a high level of support for the client. Manages communications with lines of business partners to ensure a unified account management strategy with client base. Identifies and implements processes to reduce operating expense. Required qualifications, capabilities, and skills Minimum of 8 years of relationship management, sales or contract negotiation experience Demonstrated ability to think strategically, deliver tactically Ability to collaborate and influence across multiple stakeholder groups internally and at client Knowledge of payment processing industry, acquiring and/or merchant services Experience working with executives/C-suite in large, Fortune 500 companies Knowledge of computer software systems including word processing, spreadsheets and databases Strong communication skills, both verbal and written Strong time-management skills; ability to handle multiple tasks simultaneously, prioritize effectively, and meet dynamic deadlines Must be able to travel nationally up to 30% annually FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Job Type: Salaried, Full Time 40 Hours Bank Hours: Monday, Tuesday, Wednesday 9a - 3p Thursday 9a - 5p Friday 9a - 5p Saturday 9a - 12p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Relationship Manager, you are responsible for: Provide leadership and management to branch staff, ensuring operational efficiency, excellence in customer service, and the ongoing implementation of the sales process designed to deliver the Bank's products and services to potential and existing customers while maximizing the branch's growth, competitiveness, and profitability. Responsibilities: Ensure service standards are continually achieved in areas of responsibility. Formulate and execute plans for developing new business and growing existing relationships, including, but not limited to, site visits to existing clients, prospecting potential business customers, and other specific initiatives to support market growth. Lead, influence, and proactively work with other department partners to develop market areas. Effectively demonstrate knowledge of all bank products and services to identify and satisfy customer needs successfully. Interview loan applicants and process and close consumer, mortgage, and commercial loans under the direction of the Loan Officer. Exercise administrative control over budget, audit, policy, and procedure issues. Develop and promote Bank services and products. Open accounts, cross-sell products and services and make referrals when appropriate. Ensure that the Bank's security and loss prevention policies and procedures are carried out within the branch. Prepare and review performance evaluations and support employee performance objectives to develop staff to their fullest potential. Participate in Banking and civic organizations to promote the Bank's image and visibility within the community. Ensure a high level of customer service by branch staff. Responsible for branch and employee goal attainment, which supports corporate goals and objectives. Required to register with the Nationwide Mortgage Licensing System and Registry (NMLS) and maintain a unique identifying number. Compliance Maintain working knowledge of Bank policies and procedures, State and Federal laws and regulations. Responsible for compliance regulations related to this position and receiving appropriate training including but not limited to: Bank Secrecy Act (BSA) Office of Foreign Assets Control (OFAC) USA Patriot Act All other applicable compliance regulations are identified by subject matter experts and are listed in the master compliance training spreadsheet. Education and Qualifications: Three to Five years of retail banking with supervisory or management experience or some comparable combination of education and experience. A proven track record of high performance, including Small Business acquisition and cross-partner referrals. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or veteran status.

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

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

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

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 Pay Transparency details US - CT - Stamford - 301 TRESSER BLVD (CT9301) Pay and benefits information Pay range$115,000.00 - $160,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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

Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and "bring it" every day, EPIC is always looking for people who have "the right stuff" - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! JOB OVERVIEW: The Relationship Manager in EPIC Private Client is responsible for providing exceptional service and guidance to a group of private clients by providing professional advice and demonstrating advocacy for the client at all times. The Relationship Manager works independently and must be an excellent problem solver. This is a full-time exempt position. RESPONSIBILITIES * Become a trusted advisor and provide exemplary service in all aspects to our Private Clients. * Work as a team with other Private Client Relationship Managers and Account Managers, Private Client Associates, Private Client Advisors and EPIC Private Client leadership team. * Actively participate in thought leadership as EPIC grows and optimizes the private client practice * Provide mentorship and leadership to Private Client Associates * Develop cooperative and professional relationships with our carriers. * Manage renewal activity from start to close. * Deliver complete and accurate renewal reviews according to agency guidelines. * Look for sales opportunities by account rounding and selling additional coverage. * Assume ownership of customer concerns and feedback until completion. * Remarket accounts according to agency guidelines or at the request of the producer or insured. * Assist Private Client Advisors in initial discussions with prospective clients and the onboarding of new clients when needed. * Take on additional responsibilities. Manage projects as directed by EPIC Private Client Leadership. * Comply with all internal procedures and practices while demonstrating the ability to meet performance and quality standards. EDUCATION AND EXPERIENCE * College degree preferred, P&C Insurance License required * 5 + years Client Management Experience * Working knowledge of computers and relevant software applications, i.e., MS Office, Outlook, etc. * Sagitta (ATS) and ImageRight experience is preferred. SKILLS AND ABILITIES * Possess excellent written, verbal, and organizational skills. * Must be able to work within a team environment. * Account Executives are expected to avoid E&O situations. * Demonstrate a sense of urgency when responding to an inquiry. * Must possess the ability to multi-task and prioritize multiple projects. * Must possess attention to detail. * Must be punctual and reliable. * Must be able to keep information confidential. COMPENSATION: The national average salary for this role is $90 000.00 - $120 000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. COMPENSATION: The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: * Generous Paid Time off * Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days * Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave * Generous employee referral bonus program of $1,500 per hired referral * Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) * Employee Resource Groups: Women's Coalition, EPIC Veterans Group * Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development * Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support * Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs * 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! * EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation * We're in the top 10 of property/casualty agencies according to "Insurance Journal" To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TM1 #LI-Hybrid