Bank Manager
Relationship manager job in Bergenfield, NJ
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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.
Fast Food - Regional Manager
Relationship manager job in Paramus, NJ
Do you have a passion for bubble tea and business growth?
Are you a driven leader who thrives on taking challenges and achieving more?
If yes, join Real Fruit Bubble Tea today and become part of a journey where your leadership can make a real impact.
Founded in Toronto, Real Fruit Bubble Tea has been committed to making fresh fruit drinks healthy and accessible for anyone to enjoy since 2002. We have 137 locations across Canada and USA. As a rapidly expanding business, we want you to join our team and grow with us, and we can build you up from regional manager to operations and beyond! There is huge potential for growth, and we welcome anyone who is up to a challenging yet rewarding journey!
Position Description:
Reporting directly to the Senior Management Team, including Operations and Executive leadership, the Regional Manager oversees the daily operations, sales performance, team development, and customer experience across multiple store locations within the assigned region.
Duties and Responsibilities:
Traveling regularly to store locations and providing on-site support is required.
Maintaining consistent communication with the Operations Manager and ensuring adherence to operational guidelines across locations.
Measuring performance metrics and advising on continuous improvements.
Supervising and evaluating the performance of store managers and teams.
Training, coaching, and when necessary, disciplining staff to maintain company standards.
Enforcing brand and training standards uniformly across all stores.
Leading local sales and marketing efforts, while contributing to company-wide growth strategies.
Qualifications:
5+ years of experience as a Regional Manager in the QSR or food service industry.
Proven ability to lead and manage multi-unit operations.
Strong leadership, interpersonal, and organizational skills.
Experience in frontline support and customer service excellence.
Ability to multitask and perform under pressure in a fast-paced environment.
Valid driver's license and willingness to travel (100% travel required).
Availability to work 6 days a week, including weekends and holidays
Ability to perform all frontline store duties when needed.
Excellent communication skills (written and verbal) in English.
Multilingual proficiency in Chinese or Spanish, is a strong asset.
Perks and Benefits:
Paid Time Off
Advancement Opportunities
Ongoing Training & Career Development
Discounted Drinks
Competitive Salary
Company Events
Other Benefits
Real Fruit Bubble Tea is proud to be an equal opportunity employer. We are committed to equity in employment and welcome applications from individuals of all backgrounds, including Indigenous peoples, racialized persons, persons with disabilities, and members of the LGBTQIA+ community.
Job Type: Full-time
Salary: $95,000-$110,000
Benefits:
Dental insurance
Employee discount
Health insurance
Account Manager, New York Metro
Relationship manager job in Congers, NY
Inside Sales Account Manager to fill in the New York Metro Area Pay: First year on target total compensation is $120,000 with no cap ($70,000 base) but you must have the following sales capabilities:
You must have two years prior B2B sales success selling commodities into a highly competitive market.
Does this describe you? You thrive when selling commodities against well-known, trusted and embedded brands. You are a sales performer with a proven track record of hunting and developing new business. You have an optimistic outlook, listen and ask questions with ease. You have no problem handling rejection, developing strong relationships early, and would describe your selling style as consultative. You excel at cold-calling on the phone, reaching decision makers, value selling, handling objections and set high success goals. A self-starter, you have a strong sense of urgency, and can work independently alongside a small team in a satellite location. You are adaptable, unafraid of new technology, goal-oriented, organized, and have strong written and verbal communication skills. You're comfortable in an inside sales role with a primary objective of growing existing accounts. You like being held accountable for Key Performance Indicators and know that “time kills all deals”.
Prior success selling Industrial or Construction supplies to Construction Companies is helpful but not required.
Familiarity with NetSuite ERP is helpful but not required.
This position requires you to work in an office 5 days a week in Congers, NY.
Job type: Full time
Benefits
Great medical, dental & vision benefits
401(k) matching program
Generous paid time off and holiday policies
Team-first mindset
Career growth opportunities
_________________
We are Great Place to Work certified, with 98% of team members stating they are proud to work for PowerPak! We are always looking for ways to put "People First". To learn more, check out our Core Values here: ********************************
Associate Client Manager
Relationship manager job in Rye Brook, NY
At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Work location: Rye Brook, NY
Salary Range: $60,000-$80,000 is what we expect to pay based on experience and qualifications.
Role Summary:
Associate Client Managers in the Private and Commercial Banking Group are key components in the single point of contact service model. ACM's will provide customer service, transaction support and general relationship maintenance for clients alongside providing administrative coordination and support to the banking group head and client managers in their banking group. Typical responsibilities include opening accounts, assisting customers with transactions, verifying customer information and documentation, fielding customer requests, consistently reviewing and adhering to bank policy, developing new bank business on a limited basis, providing support in the loan underwriting, documentation, and implementation processes, visiting clients, providing reports, and demonstrating products.
Key Skills:
* Customer service - being able to WOW our clients with the best service, treating them to feel as they are our ONLY client.
* Communication - strong verbal and written skills
* Multi-tasking - staying on top of multiple priorities with varying deadlines.
* Process orientation - being able to adhere to the bank's policies and processes for task completion.
* Being proactive - taking initiative and responsibility to resolve client problems under limited supervision.
Technology Strengths:
* Microsoft Outlook: primary communication method for internal and external clients
* Microsoft Word: drafting customer correspondence or memos
* Microsoft Excel: creating or updating client statements.
* Salesforce and nCino knowledge are a plus.
Must-Haves:
* At least 6 years banking experience - preferably in a business/commercial banking or private client setting
* A "can-do" attitude
* The desire to learn and grow in a fast-moving organization.
* The ability to occasionally travel to different work locations and client locations.
Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.
Auto-ApplyBranch Relationship Manager
Relationship manager job in Wyckoff, NJ
This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative, and fun. A Bank of movers, shakers, and makers…We are a Bank that Gets Things Done.
At Blue Foundry Bank we invest in the well-being of our most prized asset…our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one.
Position Summary
The Branch Relationship Manager directly manages and oversees one or more branches and is accountable for sales activities, customer experience, operational integrity, branch efficiency, and employee management and development within the branch.
This position is responsible for developing long-lasting relationships with consumer and business customers as well as being accountable for customer satisfaction, deepening customer relationships, consumer and business acquisition, retention, and deposit growth objectives to identify and support the needs of our customers growth objectives. In this role you will be responsible for one or more branches within reasonable distance of each other, with a book of business of $75MM or more and totaling five employees or more.
The rate of pay is the minimum amount offered for this position. Blue Foundry Bank will compensate employees in a fair and equitable manner, taking into consideration education, skills, current and relevant experience, among other factors this position is eligible for incentive pay based on achievement of company and/or individual goals.
In addition, our comprehensive compensation package includes: medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement.
Primary Responsibilities
Manages Business Development, Customer Experience, Operational and Sales Activities
Dedicate 70% of the time to Business Development and Deposit Acquisition, and 30% to managing their assigned branch(s)
Builds new and expands existing customer relationships through a consultative approach that requires visiting customers to understand their business needs with an expected outcome of growing the deposit base of the branches, increasing product utilization and revenue within the market.
Accountable for meeting branch goals through effective pipeline management and use of effective customer profiling.
Works closely with staff to role model and lead branch team to foster a relationship centric service and sales culture.
Manages and enhances client relationships through coaching and mentoring staff.
Mentors staff in: Business Development, Cold Calling, Prospecting, and Lead Generation.
Directs a proactive approach to customer satisfaction and customer retention. Listens to and fully understands the internal and external customer's needs.
Manages the escalation of customer service problems and/or requests as appropriate, proactively seeks answers and/or provides solutions and follows-up to ensure customer needs have been met.
Leads monthly branch team meetings to discuss updates and industry trends and changes as daily huddles.
Communicates, reinforces, and monitors team behavioral standards.
Ensures follow-up activities are employed to maximize closing business.
Create an environment conducive to developing long lasting relationships with customers, business owners, and internal partners
Maximize customer satisfaction by delivering “5 Star Customer Service”.
Represent the bank through active involvement in a local community organization.
Host regularly scheduled events that include but are not limited to Bank at Work, Financial Literacy, and Product and Service Seminars.
Engage customers to deepen relationships, gauge customer satisfaction.
Have expert understanding of Bank's consumer and business products and services.
Understand and listen to our customers and deliver appropriate consumer and business solutions.
Responsible for team development and branch management, as well as overseeing the operations of the branch to maximize efficiency
Oversees the overall operational effectiveness of the branch.
Has expert knowledge of Bank's policy and procedures. Regularly communicates changes to branch staff and ensures staff understands and adheres to same.
Supervises all related training, Human Resource and Employee Relation issues.
Oversees the ABMs in ensuring operational functions of the branch are met including cash control, auditing, and compliance requirements.
Opens accounts in a platform environment.
Compliance with all Bank Secrecy Act Regulations; Customer Identification Program and know your customer requirements.
Oversees that the staff ensures the branch is opened and closed in compliance with procedures.
Scheduling of branch personnel to ensure adequate staffing for maximum customer service and daily operational functions.
Ensure the timely and accurate completion of various monthly audits, certifications, proofs, reconciliations, and other duties as assigned in accordance with policy.
Provide factual and well documented employee performance appraisals.
Strong knowledge and understanding of Human Resource policies as put forth by the Bank.
Ability to perform all duties for all positions within the branch as necessary.
Assist in other areas of the bank/branch as assigned.
Position Requirements
High school diploma or equivalent required. College degree preferred
5 years of retail banking experience required
Extensive knowledge of retail banking regulations and retail branch operations
Demonstrates effective sales/service behaviors
Must be mobile to meet the needs of the business, working flexible hours in various branch locations
May be required to work extended hours, including weekends
Strong leadership skills
Ability to speak to others with poise and confidence
Ability explain procedures, both written and verbal
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status.
Blue Foundry Bank will award an employee referral payment to employees who refer new hires. If the candidate is hired, the referring employee will be eligible to receive referral payment in accordance with the following guidelines:
• $100 after the new employee has completed his/her three-month anniversary
• $400 after the one-year anniversary
Both employees must be employed on the anniversary date of the referred employee in order to receive a referral payment.
Auto-ApplyExecutive Services Relationship Manager
Relationship manager job in Jersey City, NJ
The E*TRADE Premium and Specialty Client Solutions ('ETPS') organization aims to deliver an industry leading client experience to E*TRADE's most valued clients, while connecting clients with the full breadth of benefits, products, and services that Morgan Stanley has to offer to meet their financial needs.
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries.
As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture.
Seeking experienced financial professionals to join our Executive Relationship Management team dedicated to servicing E*TRADE's and Shareworks' high net-worth stock plan executives. This role will provide excellent customer service and demonstrate creative problem-solving skills to help executives navigate their equity compensation and provide guidance for their broader financial picture. The ideal candidate for this role will be able to offer knowledgeable support in a professional and efficient manner, while taking the initiative to stay up to date on both company solutions and services, as well as broader trends in the industry.
The Executive Services, Relationship Management (Executive RM) team is the face of the Workplace to our high-net-worth executives and seek to build trust and develop relationships with these individuals. Executive RMs provide 'white glove' service and support to our most valuable Workplace executives, working to retain and grow these relationships to deliver the full value of the firm (e.g., advisory solutions, managed money, banking & lending, fixed income). This will occur through comprehensive support, product education, trade facilitation and referrals to Financial Advisors. The Executive RM must be totally dedicated to exceeding participant expectations to retain these valuable households and develop long lasting relationships.
If you are passionate about educating clients and helping to meet their financial goals, Executive Services offers a unique opportunity to do so with influential executives at the world's leading companies.
Daily Responsibilities
* Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of the value proposition of Wealth Management
* Formulate and deliver solutions for executives' inquiries, ranging from foundational education to more complex transactions
* Establish relationships with assigned participants and corporate clients, identifying opportunities for business development
* Engage with executives through outbound campaigns across the course of the participant lifecycle, introducing opportunities to connect to a financial advisor to access additional wealth and liquidity solutions where appropriate
* Understand organizational structure to engage appropriate colleagues and teams across Virtual Client Solutions & Morgan Stanley to resolve problems and issues
* Carry out responsibilities with attention and adherence to Morgan Stanley's core values
Required Qualifications
* Active Licenses: Series 7 and Series 63
* 1-2 + years of client service experience within financial services
Preferred Qualifications
* 3-5+ years of professional experience in Relationship Management, Stock Plan Services or Premium Services in the financial industry
* Active Series 66 (or Series 63 and Series 65) OR the ability to obtain within 90 days in the role preferred
* Education or training equivalent to BA/BS with a concentration in financial services field
* Professional experience establishing relationships with their assigned executives and corporate client
* Complete understanding of the securities industry, including equity and option trading
* Experience with outstanding problem resolution, troubleshooting and training skills
* Demonstrated strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation
Soft Skills
* A passion for understanding participants' financial needs in an objective manner and seamlessly deliver the full value of Morgan Stanley
* Ability to act with sensibility and professionalism within a dynamic business environment with minimal supervision
* Outstanding oral and written communication skills
* Ability to work in a fast-paced and deadline-oriented environment
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
For New Jersey:
Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
For Illinois:
Salary range for the position: $75,000.00 and $110,000.00 per year. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings.
For California:
Expected base pay rates for the role will be between $75,000.00 and $110,000.00 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyEarly Careers Events Relationship Manager
Relationship manager job in Jersey City, NJ
If you are looking for a fast-paced, dynamic environment, where learning and innovative thinking occurs daily, this is where you want to be.
As an Events Relationship Manager in Early Careers, you will partner with recruiters to execute on event strategy in conjunction with recruiting leadership, engage with internal and external partners to identify the best event set-up. You will manage end-to-end planning, logistics and execution across virtual and in-person events and large conferences. The Relationship Manager will also be the direct manager for several Events Specialist.
Job Responsibilities
Partner with the recruiting and sourcing functions to execute on event strategy set in conjunction with senior leadership.
Engage with internal and external partners to identify the best event model for the population at hand.
Manage a team of Events Specialists.
Act as a conduit between the Early Careers function and external vendors (such as hotels, conference centers, etc.), ensuring agreements are executed timely, with a cost-conscience lens, and overall, in the best interest of the firm.
Own end-to-end planning, logistics and execution across multiple events and large conferences. Create and update a project plan to ensure all aspects of event preparation are covered; track against key deliverables.
Book rooms/AV services, order catering, marketing materials, use events system for invites/RSVPs. Plan and execute summer program events (week one orientation, networking events, senior speaker series, etc.) in multiple locations.
Manage candidate travel and expense reimbursement; answer ad-hoc questions. The Relationship Manager will be expected to travel as needed to events throughout the U.S.
Create and submit expense reports; centrally track all expenses.
Manage upfront logistics for virtual events; host virtual info sessions and interviews on zoom on a regular basis.
Manage candidates in the applicant tracking system for all covered events, including real-time status updates and accurate completion of data. Create resume bundles, build interview schedules, print materials, create folders and day-of materials.
Complete additional projects and/or tasks to ensure the team can deliver results as needed.
Required Qualifications, Capabilities, and Skills
Management experience required
Project and or/event management experience;
Strong organizational skills, follow-through and results orientation; ability to manage time, prioritize and escalate appropriately.
Operates with a sense of urgency, strong attention to detail and focus on accuracy and data integrity; ability to multi-task across tactical and strategic initiatives.
High degree of flexibility and adaptability in work style and communication style; high degree of initiative and desire to work in a fast-paced, dynamic environment.
Strong verbal and written communication skills across audience levels
Strong focus on operational excellence, ability to manage end to end processes seamlessly.
Team player combined with motivation to work individually.
Ability to create a positive experience for both internal and external constituents and ability to handle Human Resources (HR) information and data both confidentially and sensitively.
Proficiency in using Zoom for virtual meetings, including scheduling, hosting, and participating in video conferences.
Preferred Qualifications, Capabilities, and Skills
Track record of being a positive contributor in a large team environment.
Ability to build relationships with internal stakeholders, applicants and prospects.
Proficient in Microsoft Word, Excel, PowerPoint, Outlook.
HR experience preferred.
Auto-ApplyClient Relationship Manager- Banking FS
Relationship manager job in Teaneck, NJ
Client Relationship Manager-Banking & Financial Services Client Relationship Managers are key contributors to commercial side of Cognizant IT and Consulting Business. They support the Client Partner and act as business owners for assigned accounts, leading the day-to-day activities and P&L of these accounts. The CRM works with delivery teams to enhance backlog, optimizing the resource mix and navigating scope changes to ensure client expectations are met. They work towards establishing a positive client experience. A CRM's shared measures are margin, revenue, client satisfaction & employee retention. CRM role-specific measures are renewal win rates, revenue, and margin.
Key Responsibilities
* Build trusted relationships with client stakeholders
* Understand the client environment, issues, and priorities
* Work with clients to define their problems and co-create solutions
* Drive RFPs / proactive bids with regards to renewals, extensions, and expansion
* Track of BFS industry trends relevant to client business and bring forth proactive ideas and solutions
* Serve as the day-to-day point of contact for the clients
* Responsible for backlog growth including renewals and extensions of current engagements
* Lead the onsite project teams and ensure they understand the client environment
Required Experience
* Minimum 10 years of experience in a client facing role in a consulting firm or an account/engagement management role in the IT professional services offshore/outsourcing industry, within BFS vertical.
* Experience managing Client P&L of $15 + Million dollars including reporting and metric assessment for the account
* Excellent ability and aptitude to influence and communicate effectively with business stakeholders up to the C-Suite
* Ability to interface at all levels of an organization
* Excellent oral and written communication skills and executive presentation and persuasion skills are required
* Bachelor's degree
Preferred Experience
* MS or MBA degree
* Strong background in a project environment and application development in the BFS vertical.
* Proven ability to contribute to new business development efforts and to lead and manage multiple tasks in a dynamic environment
* Must be detail oriented and able to manage and maintain all facets of complex assignments.
* Demonstrable problem-solving abilities with the aptitude to identify strategic solutions to business problems with enterprise-wide implications
* Demonstrate the flexibility to work among diverse corporate environments, industries, and technical and non-technical audiences
Top Reasons to Join Our Team
Excellent compensation/benefits. A strong financial incentive package that includes a solid base salary with a highly attractive bonus plan. Further incentives include award programs, club trips, and excellent benefits package. Wide exposure to industry, product, and functional standard methodologies; as well as outstanding teams supporting your sales pursuits. Encouraging management team that rewards initiative & success. Exciting, industry leading practice where you can truly build a long-term career. Congenial, collaborative, and goal-oriented environment; the opportunity to work with and learn from a highly experienced team of business professionals. Tremendous opportunities for growth with a real career path promoting career advancement.
Salary and Other Compensation:
The annual salary for this position is between $160,000-$180,000 depending on experience and other qualifications of the successful candidate.
This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
Benefits: Cognizant offers the following benefits for this position, subject to applicable eligibility requirements:
* Medical/Dental/Vision/Life Insurance
* Paid holidays plus Paid Time Off
* 401(k) plan and contributions
* Long-term/Short-term Disability
* Paid Parental Leave
* Employee Stock Purchase Plan
Disclaimer: The salary, other compensation, and benefits information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
A Good fit for the Cognizant culture
A person who possesses a true passion for changing organizations for the better, and desires to do so within a goal, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Visible, Motivated, Empowered, Opportunity-Filled, Flexible & Collaborative.
Work Authorization
Must be legally authorized to work in the United States without the need for employer sponsorship, now or any time in the future.
The Cognizant community:
We are a high caliber team who appreciate and support one another. Our people uphold an energetic, collaborative and inclusive workplace where everyone can thrive.
* Cognizant is a global community with more than 300,000 associates around the world.
* We don't just dream of a better way - we make it happen.
* We take care of our people, clients, company, communities and climate by doing what's right.
* We foster an innovative environment where you can build the career path that's right for you.
About us:
Cognizant is one of the world's leading professional services companies, transforming clients' business, operating, and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build, and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant (a member of the NASDAQ-100 and one of Forbes World's Best Employers 2025) is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at *****************
Cognizant is an equal opportunity employer. Your application and candidacy will not be considered based on race, color, sex, religion, creed, sexual orientation, gender identity, national origin, disability, genetic information, pregnancy, veteran status or any other characteristic protected by federal, state or local laws.
Disclaimer:
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.
Wealth Management Client Relationship Manager
Relationship manager job in Hackensack, NJ
**Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values.
Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA.
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
**Key Responsibilities and Duties**
+ The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
+ Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
+ Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
+ Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
+ All licenses and registrations must be obtained within 120 days from start date.
**Educational Requirements**
+ University (Degree) Preferred
**Work Experience**
+ 2+ Years Required; 3+ Years Preferred
**FINRA Registrations**
+ SRC Indicator: Series 7; Series 63; Series 65; Series 66
**Licenses and Certifications**
+ Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
**Physical Requirements**
+ Physical Requirements: Sedentary Work
**Career Level**
6IC
**Required:**
+ 2+ years of financial services experience.
+ Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
**Preferred:**
+ 3+ years of financial services experience.
+ Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
**Anticipated Posting End Date:**
2025-12-31
Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
**Company Overview**
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
**Our Culture of Impact**
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
**Benefits and Total Rewards**
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary (********************************************************* .
**Equal Opportunity**
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page (************************** , and you can read more about your rights and view government notices here (******************************************* .
**Accessibility Support**
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
**Drug and Smoking Policy**
TIAA maintains a drug-free and smoke/free workplace.
**Privacy Notices**
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
TIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.
**Privacy Notices**
+ For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here (************************************************ .
+ For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here (*************************************************** .
+ For Applicants of TIAA Global Capabilities, click here (************************************************************************************ .
+ For Applicants of Nuveen residing in Europe and APAC, please click here (************************************************* .
**Nondiscrimination & Equal Opportunity Employment**
TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace.
EEO is the Law (https://assets.phenompeople.com/CareerConnectResources/TIAAGLOBAL/documents/22-088\_EEOC\_KnowYourRights-***********88.pdf)
Pay Transparency
Philadelphia Ban the Box (https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf)
Sr. Manager of CRM & Customer Insights
Relationship manager job in Irvington, NY
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
Merchant Services Relationship Manager - Payments - Executive Director
Relationship manager job in Jersey City, NJ
JobID: 210676938 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $165,000.00-$235,000.00; Brooklyn,NY $165,000.00-$235,000.00;Chicago,IL $158,000.00-$225,000.00; Palo Alto,CA $165,000.00-$235,000.00;
You are a people leader with a strategic mindset, adept at discovering & developing talent, managing complex clients, and driving results. If you thrive in dynamic environments and enjoy leading teams to success, this role is an excellent fit for you.
As an Executive Director within Merchant Services, you will lead a team of Relationship Managers, each responsible for their own portfolio of large corporate clients. You will provide coaching, guidance, and strategic direction to your team, ensuring high performance and professional growth. In addition to supporting your team, you may also directly manage select key client relationships. You will play a pivotal role in driving payments optimization strategies, fostering collaboration across the Global Corporate Bank Technology Media and Telecoms (GCB TMT) organization, and contributing to the overall success of the business.
Job Responsibilities
* Lead, mentor, and develop a team of Relationship Managers, empowering them to deliver exceptional service and results across their individual client portfolios.
* Set clear performance expectations, provide regular feedback, and support professional development to build a high-performing team culture.
* Oversee team portfolio management, ensuring accurate reporting, diligent database maintenance, and achievement of business objectives.
* Foster collaboration and knowledge sharing within the team and across the wider GCB TMT organization, driving best practices and innovative solutions.
* Support Relationship Managers in complex negotiations, client retention strategies, and consulting engagements with key decision-makers.
* Contribute to the strategic direction of the GCB TMT organization by identifying opportunities for cross-team collaboration and process improvement.
* Directly manage select high-value client relationships as needed, driving payments optimization and business growth.
* Partner with internal departments and business partners to deliver high-quality client support and maintain a unified approach to account management.
* Champion process improvements and new product offerings, supporting both team and organizational goals.
* Ensure the team is equipped with the latest industry knowledge and educational resources to stay ahead of trends and deliver maximum client value.
Required Qualifications, Capabilities, and Skills
* Minimum of 8 years of experience in relationship management or sales, with a strong emphasis on contract negotiation and team leadership.
* Demonstrated ability to lead, develop, and motivate teams to achieve ambitious goals.
* Proven strategic thinking and execution skills, with experience managing complex projects and portfolios.
* Extensive experience working with C-suite clients, particularly in large Fortune 500 companies, with the ability to support Relationship Managers in addressing their unique needs.
* Strong collaboration and influencing skills, with a track record of building partnerships across stakeholder groups and contributing to organizational success.
* In-depth knowledge of the payment processing industry, acquiring, and/or merchant services.
* Proficiency in computer software systems, including word processing, spreadsheets, and databases.
* Exceptional verbal and written communication skills, with the ability to convey complex information clearly and persuasively.
* Strong time-management skills, with the ability to handle multiple tasks simultaneously, prioritize effectively, and meet dynamic deadlines.
* Active Industry wide engagement within recognized bodies such Payments Ed, AFP, MAG & MRC
* Willingness and ability to travel nationally up to 30% annually.
Preferred Qualifications, Capabilities, and Skills
* CPFPP accreditation welcomed
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.
Auto-ApplyWealth Management Client Relationship Manager
Relationship manager job in Hackensack, NJ
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Wealth Management Client Relationship Managers who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as a Wealth Management Client Relationship Manager at TIAA. • Deeply curious with a demonstrated ability to uncover the needs of the client. • Giving and receiving constructive feedback are hallmarks of your character. • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star. • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth. • Takes tremendous pride in your knowledge of the investment solutions our advisors are recommending as well was your understanding of the importance of financial planning. • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance, while maintaining an unwavering work ethic.
Key Responsibilities and Duties
The Wealth Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial goals. This includes managing the responsibilities for a book of assigned clients, supporting the implementation of financial plan recommendations and the coordination of asset consolidation.
Communicates clearly and succinctly, utilizing interpersonal communication and relationship building skills.
Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
Builds meaningful and long-lasting relationships, while supporting advisors to implement TIAA advice and planning solutions.
All licenses and registrations must be obtained within 120 days from start date.
Educational Requirements
University (Degree) Preferred
Work Experience
2+ Years Required; 3+ Years Preferred
FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
Physical Requirements
Physical Requirements: Sedentary Work
Career Level
6IC
Required:
2+ years of financial services experience.
Series 7, 66 (63 and 65), and life and health insurance licenses completed within 120 days of start date.
Preferred:
3+ years of financial services experience.
Series 7, 66 (or 63 and 65), and life and health insurance licenses completed.
Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Due Diligence, Practice Management Strategy, Prioritizes Effectively, Quantitative Analysis, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Management
Anticipated Posting End Date:
2025-12-31Base Pay Range: $62,500/yr - $87,500/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: **************
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Privacy Notices
For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.
For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.
For Applicants of TIAA Global Capabilities, click here.
For Applicants of Nuveen residing in Europe and APAC, please click here.
Auto-ApplyBusiness Relationship Manager and Senior Governance Analyst
Relationship manager job in Harrison, NY
As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people. At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world. Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions.
Job Description
Business Relationship Manager and Senior Governance Analyst, New York, NY. Manage the business relationship between our parent company and our company as it relates to IT; ensure adherence to AI governance frameworks by overseeing the implementation of AI solutions, ensuring compliance with relevant laws, regulations, and ethical standards, and regularly reporting to the AI Committee on governance status and compliance; ensure that group entities have a structured IT Governance framework in place and regularly report to our parent company on governance status and compliance. Must possess bachelor's or foreign equivalent degree Computer Science, Mathematics, Physics or Engineering plus 5 years progressively responsible work experience governance analysis and IT governance frameworks in Japan. Salary $156,645. Apply with Sompo International Services at ******************************************************
Auto-ApplySecurity Client Manager - White Plains
Relationship manager job in White Plains, NY
Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve.
Job Description
Allied Universal is hiring a Security Client Manager, based out of our White Plains, New York branch.
As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience.
RESPONSIBILITIES:
Caring Leadership, Client Engagement, and Operational Oversight:
Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio
Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability
Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets
Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction
Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements
Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries
By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization.
QUALIFICATIONS (MUST HAVE):
Must possess one or more of the following:
Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization
Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization
High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization
Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events)
Minimum of two (2) years of experience driving operational goals
Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results
Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction
Proficiency in web-based applications and computer systems, including Microsoft Office
Knowledge of safety protocols and service deliverables
Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting
Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently
Excellent oral and written communication skills
PREFERRED QUALIFICATIONS (NICE TO HAVE):
Law enforcement, military and/or contract or proprietary security services experience
Experience managing a dispersed workforce in a multi-location operation
Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations
BENEFITS:
Medical, dental, vision, basic life, AD&D, and disability insurance
Enrollment in our company's 401(k)plan, subject to eligibility requirements
Eight paid holidays annually, five sick days, and four personal days
Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law.
Salary: $70,000 / year
Closing
Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: ***********
If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices.
Requisition ID 2025-1473830
Auto-ApplyDirector, Business Relationship Manager
Relationship manager job in Teaneck, NJ
About Phibro Animal Health Corporation Phibro Animal Health Corporation is a publicly traded, global organization with a rich history in animal health and nutrition as a manufacturer and marketer of medicated feed additives, vaccines, nutritional specialty products, and mineral nutrition. We strive to be a trusted partner with livestock producers, farmers, veterinarians, and consumers who raise or care for farm and companion animals by providing solutions to help them maintain and enhance the health of their animals.
Phibro is a diversified company in manufacturing and marketing products for ethanol performance, microbials for plants, home and industrial applications, and specialty chemicals for various industrial markets. In addition to, Phibro's revenues are in excess of $1 billion and are supported by over 2,400 employees worldwide.
At Phibro, people are our greatest asset. We strive to develop a diverse workforce that fosters an environment where people feel supported in openly sharing their creativity and skills that allows them to be the most successful that they can be.
If you are interested in working for Phibro and feel that you do not meet all qualifications, we encourage you to apply as you might be the right candidate for this role or other positions.
The Director, Business Relationship Manager is an integral part of our Digital Information Delivery team based out of our US - Teaneck, NJ - Remote site.
Compensation range for this position is -
Position Details
Phibro is seeking a highly accomplished and strategic Business relationship manager with 15 years of IT experience to lead complex, global technology projects. This role is ideal for a seasoned leader with a proven track record of managing enterprise-scale programs across multiple regions and business units. This role is responsible for leading the implementation, optimization, and continuous improvement of digital systems that support both finance and commercial operations. The primary goal is to enhance customer experience and internal efficiency through technology-driven solutions. A strong understanding of ERP, CRM, and E-commerce systems is essential to ensure seamless integration, process optimization, and stakeholder satisfaction.
Key Responsibilities
Business-IT Relationship Management: Manage relationships between IT, finance, commercial business units, and vendors to address needs, identify potential risks, and ensure open communication across financial and commercial systems.
Strategic Planning: Consult with finance and commercial leaders to review current IT services and projects, identify gaps and forecast future technology needs to support business objectives and operational efficiency.
Digital Initiatives Leadership: Supports the implementation, optimization, and continuous improvement of digital platforms that enable both customer-facing commercial operations and internal financial processes. This includes contributing to the oversight of CRM, e-commerce systems, mobile applications, corporate websites, ERP platforms, and financial management tools to ensure alignment with sales, marketing, and finance strategies. The role involves close collaboration with commercial and finance stakeholders to identify opportunities for innovation, enhance operational efficiency, ensure regulatory compliance, and promote the adoption of technology solutions that improve both customer experience and internal workflows.
IT Service Coordination: Coordinate the delivery of IT services across the organization to ensure efficient support for all finance and commercial department functions. Ensure all Financial, Commercial, e-Commerce platforms/portals (sales and customer facing) and ERP systems (e.g., JD Edwards, Oracle EBS, SAP) support evolving operational and financial requirements.
Business Case & Financial Oversight: Oversee development of business case documentation and prepare project budgets/cost estimates, including analysis of operational and financial impacts for senior management.
Project Management: Develop and deliver a comprehensive project proposal, charter, and business requirements at a strategic level. Present alternative strategies or new solutions to mitigate risks and improve project outcomes when challenges arise.
Cross-Functional Liaison: Act as a liaison between the Technology Group and finance/commercial departments, ensuring IT initiatives address business needs and stay aligned with overall company strategy.
Key Competencies
Accountable
Acting Strategically
Acting as a Champion for Change
Adaptable
Business Acumen
Collaborative
Committed
Communicating Effectively
Demonstrating Initiative
Displaying Confidence and Composure
Driving for Results
Establishing Relationships
Evaluating and Implementing Ideas
Innovative
Interacting with People at Different Levels
Leveraging Opportunities
Managing Risk
Managing Time
Negotiating Agreements
Presenting and Public Speaking
Prioritizing and Organizing Work
Problem Solving
Setting a Strategic Vision
Supporting Organizational Goals
Thinking Globally
Thinking Broadly
Trustworthy
Skills
Proven ability to work effectively in a team environment.
Excellent Written and Verbal Communication Skills
Proficiency in Microsoft Office Products
Must be proficient using Email, phones, cell phones, and office equipment.
High degree of time management skills and ability to handle multiple priorities and projects at once.
Education & Experience
* Bachelor's degree in Information Technology or equivalent.
* 15+ years of progressive experience in IT, Project Management, Business Analysis and business relationship roles.
* 7+ years in management positions.
* Strong customer service orientation.
* Deep familiarity with ERP, CRM and E-Commerce systems and their role in finance and commercial operations.
* Ability to build, maintain and extend relationships across the organization.
* Ability to navigate complex organizational structures to enable stakeholder alignment, and influence without direct authority.
* Ability to perform business and process analysis.
* Strong analytical and communication skills to translate business needs into technical requirements.
* Ability to manage and direct activities of others in a multi-project environment.
* Proven interpersonal and communication skills. Expresses technical and business concepts, ideas, feelings, opinions, and conclusions orally and in writing. Listens attentively and reinforces words through body language and tone.
* Demonstrated success in pharmaceutical, biotech, or manufacturing environments is highly desirable.
* Outstanding communication, leadership, and stakeholder management skills.
* Familiar with System Development Life Cycle concepts.
To learn more about Phibro Animal Health's competitive benefits package, please click here: Phibro Benefits.
Phibro is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, gender identity, veteran status, marital status or any other characteristics protected by law.
Business Unit: Corporate
Division: Corporate
Department: Digital Information Delivery
Location: US - Teaneck, NJ - Remote
Work Schedule: Monday - Friday (Standard Work hours)
Director, Business Relationship Manager
Relationship manager job in Teaneck, NJ
Animal Health Corporation
Phibro Animal Health Corporation is a publicly traded, global organization with a rich history in animal health and nutrition as a manufacturer and marketer of medicated feed additives, vaccines, nutritional specialty products, and mineral nutrition. We strive to be a trusted partner with livestock producers, farmers, veterinarians, and consumers who raise or care for farm and companion animals by providing solutions to help them maintain and enhance the health of their animals.
Phibro is a diversified company in manufacturing and marketing products for ethanol performance, microbials for plants, home and industrial applications, and specialty chemicals for various industrial markets. In addition to, Phibro's revenues are in excess of $1 billion and are supported by over 2,400 employees worldwide.
At Phibro, people are our greatest asset. We strive to develop a diverse workforce that fosters an environment where people feel supported in openly sharing their creativity and skills that allows them to be the most successful that they can be.
If you are interested in working for Phibro and feel that you do not meet all qualifications, we encourage you to apply as you might be the right candidate for this role or other positions.
The Director, Business Relationship Manager is an integral part of our Digital Information Delivery team based out of our US - Teaneck, NJ - Remote site.
Compensation range for this position is $ -$
Position Details
Phibro is seeking a highly accomplished and strategic Business relationship manager with 15 years of IT experience to lead complex, global technology projects. This role is ideal for a seasoned leader with a proven track record of managing enterprise-scale programs across multiple regions and business units. This role is responsible for leading the implementation, optimization, and continuous improvement of digital systems that support both finance and commercial operations. The primary goal is to enhance customer experience and internal efficiency through technology-driven solutions. A strong understanding of ERP, CRM, and E-commerce systems is essential to ensure seamless integration, process optimization, and stakeholder satisfaction.
Key Responsibilities
Business-IT Relationship Management: Manage relationships between IT, finance, commercial business units, and vendors to address needs, identify potential risks, and ensure open communication across financial and commercial systems.
Strategic Planning: Consult with finance and commercial leaders to review current IT services and projects, identify gaps and forecast future technology needs to support business objectives and operational efficiency.
Digital Initiatives Leadership: Supports the implementation, optimization, and continuous improvement of digital platforms that enable both customer-facing commercial operations and internal financial processes. This includes contributing to the oversight of CRM, e-commerce systems, mobile applications, corporate websites, ERP platforms, and financial management tools to ensure alignment with sales, marketing, and finance strategies. The role involves close collaboration with commercial and finance stakeholders to identify opportunities for innovation, enhance operational efficiency, ensure regulatory compliance, and promote the adoption of technology solutions that improve both customer experience and internal workflows.
IT Service Coordination: Coordinate the delivery of IT services across the organization to ensure efficient support for all finance and commercial department functions. Ensure all Financial, Commercial, e-Commerce platforms/portals (sales and customer facing) and ERP systems (e.g., JD Edwards, Oracle EBS, SAP) support evolving operational and financial requirements.
Business Case & Financial Oversight: Oversee development of business case documentation and prepare project budgets/cost estimates, including analysis of operational and financial impacts for senior management.
Project Management: Develop and deliver a comprehensive project proposal, charter, and business requirements at a strategic level. Present alternative strategies or new solutions to mitigate risks and improve project outcomes when challenges arise.
Cross-Functional Liaison: Act as a liaison between the Technology Group and finance/commercial departments, ensuring IT initiatives address business needs and stay aligned with overall company strategy.
Key Competencies AccountableActing StrategicallyActing as a Champion for ChangeAdaptableBusiness AcumenCollaborativeCommittedCommunicating EffectivelyDemonstrating InitiativeDisplaying Confidence and ComposureDriving for ResultsEstablishing RelationshipsEvaluating and Implementing IdeasInnovativeInteracting with People at Different LevelsLeveraging OpportunitiesManaging RiskManaging TimeNegotiating AgreementsPresenting and Public SpeakingPrioritizing and Organizing WorkProblem SolvingSetting a Strategic VisionSupporting Organizational GoalsThinking GloballyThinking BroadlyTrustworthySkills Proven ability to work effectively in a team environment.Excellent Written and Verbal Communication SkillsProficiency in Microsoft Office ProductsMust be proficient using Email, phones, cell phones, and office equipment.High degree of time management skills and ability to handle multiple priorities and projects at once.Education & Experience
Bachelor's degree in Information Technology or equivalent.
15+ years of progressive experience in IT, Project Management, Business Analysis and business relationship roles.
7+ years in management positions.
Strong customer service orientation.
Deep familiarity with ERP, CRM and E-Commerce systems and their role in finance and commercial operations.
Ability to build, maintain and extend relationships across the organization.
Ability to navigate complex organizational structures to enable stakeholder alignment, and influence without direct authority.
Ability to perform business and process analysis.
Strong analytical and communication skills to translate business needs into technical requirements.
Ability to manage and direct activities of others in a multi-project environment.
Proven interpersonal and communication skills. Expresses technical and business concepts, ideas, feelings, opinions, and conclusions orally and in writing. Listens attentively and reinforces words through body language and tone.
Demonstrated success in pharmaceutical, biotech, or manufacturing environments is highly desirable.
Outstanding communication, leadership, and stakeholder management skills.
Familiar with System Development Life Cycle concepts.
To learn more about Phibro Animal Health's competitive benefits package, please click here: Phibro Benefits.
Phibro is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, gender identity, veteran status, marital status or any other characteristics protected by law.
Business Unit: Corporate
Division: Corporate
Department: Digital Information Delivery
Location: US - Teaneck, NJ - Remote
Work Schedule: Monday - Friday (Standard Work hours)
Commercial Lines Senior Client Manager - Woodbury, NY (Long Island)
Relationship manager job in Woodbury, NY
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Position Overview
The Commercial Lines Account Manager will play an integral role in driving our mission to deliver excellence in client management and retention.
Primary Responsibilities
Effectively managing a high volume book of Insurance business, ensuring all required tasks are completed accurately and on-time
Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
Handling renewals, service requests, claims, billing and new policies
Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
Review all applications, policies, endorsements and audits for accuracy
Coordinate expiration list with department manager to obtain renewal business information
Qualifications
Bachelor's degree or equivalent work experience, preferred
Three years minimum Commercial Account Management experience required
Property & Casualty License required
Valid driver's license and insurance, required
Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
Applied/Epic or similar agency management software experience, preferred.
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven.
Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance.
The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Compensation
This position is located in New York State. The base salary for this position at the time of this posting may range from $70,000 to $75,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contact World's Human Resources Talent department.
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Merrill Market Client Relationship Manager
Relationship manager job in Stamford, CT
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
Client Account Manager
Relationship manager job in Stamford, CT
The Company
Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds, Private Equity, Real Assets, Real Estate and Dynamic Beta.
Albourne empowers its clients by providing Portfolio Advice, Research (Investment, Operational and Quantitative due diligence), Analytics (data and tools) and Implementation (middle and back office) services. We are committed to non-discretionary advice, fixed fee pricing and independence.
Albourne strives to be a sustainable company with three main goals: 1) Aspiring to be a multi-generational firm with broad internal ownership and a Partnership structure; 2) Treating our employees and clients fairly; and 3) Advocating for positive change for its benefit and for the alternative investment industry - best practices have always been a defining part of who we are.
Please click here to view Albourne America's privacy policy.
The Role:
We are looking for a professional client service individual to join our Portfolio team in our Stamford, CT office. As a Client Account Manager, you will be the conduit through which Albourne provides investment advice to its clients including interacting with them on a daily basis. The Client Account Manager acts as the liaison between Albourne and its clients while supporting those who advise sophisticated investors regarding complex investments in alternative asset classes.
Responsibilities:
Act as the daily liaison between clients and Albourne to ensure the delivery of advisory services
Arrange for and participate in regular conference calls and face to face meetings between clients and Albourne analysts or external Investment Managers
Ensure client deliverables are prepared, reviewed and presented to clients in a timely and accurate manner, to meet deadlines imposed by management and clients. If circumstances hinder the ability to meet a deadline, effectively and proactively communicate this with management and clients
Ensure the internal database and knowledge management system are maintained with up to date information on the clients
Manage new client account set up and provide training of Albourne's systems and tools to assigned clients through online and in person demonstrations
Monitor and maintain internal Albourne listings known as client due diligence requests, budgets, and client preferences
Actively participate in the planning and execution of Albourne Client Events as requested. Participate in the promotion and registration of such events
Work with the wider portfolio group to contribute ideas on how best to service clients based on an understanding of the client's business
Gain in depth knowledge of the clients' interests to identify cross selling opportunities in coordination with the marketing team
Partner with Portfolio Analysts to prepare portfolio, strategy, and fund level research for clients e.g. summarizing salient points from Albourne research pieces as requested by clients
Proactively highlight new Albourne research to clients based on the team's knowledge of their current and/or potential portfolio(s)
Responsible for monthly feedback regarding client interactions and satisfaction
Be fluent in Albourne industry initiatives to independently explain our positions, garner feedback and liaise with the appropriate Albourne representative to implement any change
Report potential conflicts to and work with compliance to ensure appropriate disclosures appear on research reports
What we're looking for:
Bachelor's degree from an accredited college/university required
Strong literacy in Microsoft Office
Proactive self-starter and proficient in time management & multi-tasking skills
Professional demeanor and strong interpersonal skills
Abide by the Client Group policies and procedures as well as the Albourne Group's policies and procedures including but not limited to compliance and database filing
Attendance at company events as requested
Adherence to the Compliance Manual and other Albourne Policies and procedures
Benefits & Perks:
Comprehensive Compensation and Benefits Package
Fully paid Medical and Dental PPO
Fully paid Basic Life and AD&D
401k & FSA
Hybrid work schedule
Everyday Wellness, weekly yoga and fitness
Free Gym Membership near the office
30 days paid time off each year including Vacation and Holidays
Job Pay Transparency: $60,000 to $75,000/year
Job Type: Full-time
Location: Stamford, CT
Work authorization: Must be eligible to work in the United States. Visa sponsorship is not available for this position.
Albourne America LLC is an Equal Opportunity Employer. It is the policy of the company to provide equal opportunity for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, national origin, ancestry, gender identity, physical or mental disability, age, medical condition, veteran or marital status, or any other characteristic protected by federal, state or local laws.
Client Accountant
Relationship manager job in Stamford, CT
Shape Your Future With Us General Re Corporation, a subsidiary of Berkshire Hathaway Inc., is a holding company for global reinsurance and related operations, with more than 2,000 employees worldwide. It owns General Reinsurance Corporation and General Reinsurance AG, which conducts business as Gen Re.
Gen Re delivers reinsurance solutions to the Life/Health and Property/Casualty insurance industries. Represented in all major reinsurance markets through a network of 38 offices, we have earned superior financial strength ratings from each of the major rating agencies.
Gen Re currently offers an excellent opportunity for Client Accountant to work in the North America P&C Operations team based in our Stamford office. This is a hybrid role
Role Description
The Client Accountant serves as the primary accounting contact for the Client and Treaty Business Units. This role involves frequent interaction with multiple departments and senior management to deliver analysis and early-warning intelligence regarding client experience.
Primary Responsibilities
Manage all aspects of clients' assumed account processing and analysis;
Review and validate client cessions for compliance with contract terms & conditions;
Reconcile and register premium & bulk losses, collect & apply cash, analyze premium volume changes & ageing balances
Calculate & prepare statements for adjusted commission and/or premium
Calculate and invoice for reinstatement premium, if applicable
Draft client reporting/ billing formats and remittance instructions in accordance with contract terms
Review and analyze earnings, estimates, premium volume growth, and overdue receivables
Build & maintain strong working relationships with other Gen Re business and service unit
Role Qualifications and Experience
Working knowledge of the insurance/reinsurance industry preferred
Proficiency in Microsoft Office Suite, especially Excel
Strong written and oral communication and strong interpersonal skills
Organizational ability and attention to detail
Team-oriented mindset with ability to collaborate effectively
Ability to work under time constraints and manage multiple priorities
Strong math/analytical skills
Experience with SAP, FS-RI, FS-CD a plus
Self-starter with a strong work ethic and ability to multitask
Commitment to continuous learning and professional development, including pursuit of relevant designations, as appropriate
Salary Range
63,000.00 - 84,000.00 USD
The annual base salary range posted represents a broad range of salaries around the US and is subject to many factors including but not limited to credentials, education, experience, geographic location, job responsibilities, performance, skills and/or training.
Our Corporate Headquarters Address
General Reinsurance Corporation
400 Atlantic Street, 9th Floor
Stamford, CT 06901 (US)
At General Re Corporation, we celebrate diversity and are committed to creating an inclusive environment for all employees. It is the General Re Corporation's continuing policy to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability , marital status, liability for service in the armed forces, veterans' status, citizenship, sexual orientation, gender identity, or any other characteristic protected by applicable law. In addition, Gen Re provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.