Regional Manager
Relationship manager job in Jacksonville, FL
Key Responsibilities:
Lead, manage, and develop the Jacksonville regional operations team to ensure brand standards and performance objectives are met.
Oversee day-to-day operations for multiple salon locations, including facility management, tenant relations, and service delivery.
Drive occupancy and retention by building relationships with salon owners and supporting their business success.
Ensure high-quality salon environments through proactive maintenance and vendor management.
Analyze financial and operational performance metrics to meet growth and profitability goals.
Support marketing and recruiting initiatives to attract top beauty professionals.
Collaborate with contractors, vendors, and industry partners to support regional business operations.
Foster a strong sense of community among salon professionals to enhance satisfaction and retention.
Promote and model the company's core values of leadership, teamwork, and service excellence.
Requirements Include:
Education:
Bachelor's degree required.
Experience:
Minimum of 8+ years of experience in a front-line client service or operations management role.
Multi-location management experience strongly preferred.
Experience in retail, hospitality, rental car, or general management industries is highly desirable.
Beauty or salon industry experience is not required but considered a plus.
Field Client Relationship Manager (Real Estate)
Relationship manager job in Fleming Island, FL
A Field Client Relationship Manager in Real Estate is a real estate agent who strives to serve every need of a customer as they pursue the purchase or sale of property. Real Estate is a fast paced and exhilarating industry that is desirable to managers who are client focused and self-motivated to create and maintain customer relationships. This position offers independence and flexibility as you work in the field with showings, open houses and client meetings.
Job Responsibilities
* Pursue client relationships through personal and professional networking opportunities
* Manage the entire real estate transaction process for the purchase and sale of property
* Be available to work in the field by scheduling real estate showings with clients
* Advise clients on how to best market their property
* Be an expert in your field when it comes to the real estate climate of your local community
* Communicate with all clients on a regular basis and respond promptly to all questions
About Berkshire Hathaway HomeServices Florida Network Realty
Berkshire Hathaway HomeServices Florida Network Realty was established in 1988 as Prudential Network Realty. Linda Sherrer, Founder, President and CEO, had one clear goal in mind: to raise the level of professionalism in Northeast Florida's real estate market. We knew this goal could only be achieved if key elements were in place - a well-known brand that commanded trust and respect and a select team of REALTORS and employees with a shared passion for serving the clients' needs.
Regulatory Notice. To work as a real estate agent (and be qualified for this position) you must have (or obtain) a real estate license. Like getting a driver's license, state authorized training/testing is required to get certified. Third-party educational institutions provide this fee-based training to the general
Dealer Relationship Manager - External Orlando FL - FIN
Relationship manager job in Jacksonville, FL
C&F Finance is a leading provider of Indirect financing for retail customers through our extensive network of Franchised and Independent dealers. C&F prides itself on providing best in class service through our high quality and experienced employees. Through C&F Bank, our parent company, we have been in the banking and finance services business since 1927 and since 1999 providing a high-quality finance product to our vast dealer network.
Our Dealer Relationship Manager (DRM) is responsible for prospecting, developing and maintaining dealer relationships and expanding the dealer market base in new and/or existing territories to include franchise and qualifying independent dealerships. The Dealer Relationship Manager is the starting point to company's growth and revenue and has a long history in playing a critical role in our endless success. The Dealer Relationship Manager receives extensive support from the corporate office to ensure every individual is successful. The Dealer Relationship Manager is focused on being the best in the market which provides for a fulfilling career that leads to high personal satisfaction that is unmatched by any other lender.
Benefits:
The Dealer Relationship Manager has a base salary and uncapped monthly commission plan
Monthly Vehicle and Cell phone allowance
Company provided laptop
Company provides live underwriters and same day funding
Excellent benefits package that includes comprehensive medical/dental/vison, STD, LTD, life, 401(k) match, student loan paydown program, legal resources, pet insurance and 3 weeks' vacation to start.
Responsibilities
Responsible for volume, producing dealers, dealer efficiencies and continued growth of assigned marketing area.
Prospect, develop and maintain strong dealer relationships through field and phone marketing. Analyze prospective dealerships to identify if a successful relationship is possible using information obtained during dealer assessment.
Develop daily schedules to ensure all preferred dealers are marketed weekly and non- preferred dealers are visited as necessary.
Identify non-producing dealers and prioritize them when completing daily marketing schedule.
Familiar with Dealertrack and RouteOne econtracting
Review and analyze weekly reports to maintain satisfactory yield and application efficiencies in each reporting market. Daily and Weekly action plans must be put in place to address areas where improvement is needed.
Education of all dealers on an ongoing basis regarding company underwriting guidelines (to ensure proper application flow), policies and procedures, while building relationships with all key dealer personnel.
Follow up on all approvals immediately with dealers and communicate with the Sales Finance Representative to negotiate and close the sale. Continue follow up daily with the dealer(s) until final status is determined.
Follow up with dealers on all confirmed contracts to ensure receipt by C&F.
Generate and implement ideas for marketing, sales and/or promotions to assist in dealer production.
Remain informed on all industry related trends and each assigned market's competitive environment.
Must be able to work a flexible schedule to include weeknights, weekends and holidays as business and volume objectives dictate.
From time to time, assistance with lien perfection.
Adhere to all C&F policies and procedures as well as complying with all regulations and applicable laws.
Qualifications
Knowledge:
Minimum of three years or more of experience in the sales finance industry or related industry experience which consists of sales, credit, funding or collections. Experience in subprime sales finance is preferred. Experience and a level of proficiency with Microsoft Office and Excel are required. Proficient computer skills and typing skills are required.
Skills:
Excellent communication, interpersonal, organizational, math, and PC skills are required. Strong rapport-building, decision-making, and problem-solving skills are essential. Must possess a strong attention to detail. Highly motivated and energetic. Excellent analytical, organizational and intuitive skills. Must be able to create and deliver/facilitate sales presentations to individuals or large groups. Must possess excellent verbal and written communication skills for contact with dealer, customers and co-workers. Individual must be a team player who works cooperatively with peers, co-workers, supervisors and other departments.
Abilities:
Must be able to communicate easily with all levels of management both internally with C&F and externally with dealer customers. Must be an excellent listener and have the ability to use sound, independent judgment while interacting with a diverse group of constituents. Able to work independently and deal with ambiguous situations and issues that arise during the sales process. Ability to evaluate and make consistent, quality decisions that represent the company's best interests. Have a proven history of developing and maintaining productive dealer relationships. Must possess and maintain a valid driver's license.
Education:
Bachelor's degree or equivalent is preferred. A combination of experience and education will be considered.
Physical Demands
Employee may experience the following physical demands for extended periods of time: view computer monitor, keyboarding, talking on the phone calls, sitting, and motion fingers/hands/wrists and standing/walking. Extended periods of travel (air and land) will be required and is expected to successfully manage the reporting markets. Employee will be required to work extra hours, weekends or evenings as part of fulfilling normal job requirements.
Success Metrics
The individual's success will be measured based on their ability to successfully complete the essential duties and responsibilities outlined above. Specific monthly and year end goals will be provided by management and will be broken down by market. Key metrics include, but are not limited to:
Volume objectives
Market penetration
Application efficiencies
Effective communications
Marketing creativity
Work Environment
The work characteristics described here are representative of an outside sales position. Consistent direct contact with employees and the dealers is required. Direct contact with the RBC (Regional Buy Center) is also required and is essential to ensure both the underwriting team and the sales team work together effectively and efficiently. It is essential that both teams work together, positively, as both have the same goal - quality loan originations.
C&F reserves the right to identify your location at random during normal business hours (phone solicitation to dealers and/or company property).
Equal Employment Opportunity Statement
C&F Finance Company is committed to providing equal employment opportunity to all qualified persons and reaffirms in policy and practice that it shall not discriminate against applicants or employees because of race, color, religion, gender, age (over 40), disability, genetic information, veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans, and Vietnam era veterans), national origin, or any other consideration protected by applicable federal, state, or local law. This applies to all areas of employment, including promotion, transfer, layoff, termination, compensation, benefits, recruitment advertising, recruitment, and selection for training. EOE/M/F/Disability/Veterans
Travel 75+% Education Associate's Degree Industry Financial - CONSUMER FINANCIAL SERVICES
Auto-ApplyCommercial Relationship Manager III
Relationship manager job in Jacksonville, FL
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
A Commercial Relationship Manager is responsible for originating commercial loans and for cross-selling Bank products to commercial accounts. Incumbents are expected to meet or exceed production goals.
PRINCIPAL ACCOUNTABILITIES
Interviews loan applicants, and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request.
Establishes, and negotiates terms under which credit will be extended, including the costs, repayment method, and schedule and collateral requirements.
Collects and analyzes information that reflects the current creditworthiness of customers and the current merits of existing loans. May obtain information through direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, and other means.
Presents loan requests to the executive loan committee when the proposed loan dollar volume exceeds the department's lending authority.
Authorizes or rejects overdrafts in depository account within established authorities.
Monitors loan repayment activities and takes necessary action to collect from past-due accounts.
Advise customers, where possible, concerning business management and financial matters.
Serves as a contact officer for non-borrowing accounts and loan customers for matters relating to other bank services.
Develops new business by contacting prospects and customers, cross-sells bank services.
Prepares lending activity reports for department management.
Keeps abreast of local and national economic, financial, political and legislative events and climates which could have an impact on corporate and commercial lending activities.
Participates in community affairs to increase the bank's visibility and to enhance new business opportunities.
Maintains professional and community relations to increase the bank's visibility and new business opportunities, and to further personal development.
Performs other specifically assigned duties.
OTHER SKILLS/QUALIFICATIONS
Requires strong knowledge of personal computer, Microsoft Office and other software used in department.
Must be able to prepare documents and compose business letters and memorandums.
Must be able to maintain confidentiality of customer and employee information.
Must be a self-starter and able to work independently.
Requires a strong sense of urgency, initiative, and drive to complete tasks correctly, with emphasis on working with and through people in the process.
Must be able to work at a faster than average pace and able to multi-task.
WORK ENVIRONMENT
Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relation skills with customers and bank associates. Must be willing to participate as a team member. Must be committed to the Banks mission and goals.
DIMENSIONS REQUIRED:
Provides commercial loans in compliance with the Bank's policies and procedures
Bachelor's Degree in Business, finance or equivalent work experience in related field and 3-5 years of previous commercial lending experience in a bank or loan setting
Equal Opportunity Employer, including disabled/veterans.
Client Experience Manager
Relationship manager job in Jacksonville, FL
The Client Experience Manager (CEM) leads a high-performing team of Client Experience Account Managers and a Digital Solutions Planner to drive client satisfaction, retention, and revenue growth. The CEM is responsible for overseeing all aspects of client support, building scalable processes, and fostering a culture of excellence. This role blends leadership, customer engagement, project management, and data-driven strategy to ensure clients receive exceptional service and measurable results.
Responsibilities
* Lead, mentor, and manage a team that focuses on the client experience through advisement of result-based solutions, execution of campaigns and recommendations for optimization and future growth.
* Develop, implement, and refine workflows that streamline pre- and post-sale processes.
* Establish best practices for client deliverables, including reporting cadence, onboarding, and project management.
* Foster team growth through training on campaign strategy, optimization, and industry trends.
* Track and analyze team KPIs to measure impact and identify areas for improvement.
* Partner with Director of Digital, Digital Sales Strategist and Account Executives to develop and deliver compelling, data-driven presentations using tools like Claritas.
* Support revenue growth by building retention strategies and strengthening client relationships.
* Collaborate with leadership to align client experience strategies with organizational goals.
* Travel for market visits to support client retention and business growth.
* Design and deliver training for Account Executives on Ad Operations processes and data- driven reporting.
Requirements
* Bachelor's degree in marketing, advertising, or a related field, or equivalent work experience.
* Minimum of 5 years of account management experience, preferably within media or digital advertising.
* Minimum of 2 years of experience managing direct reports.
* Strong project management skills with the ability to juggle multiple priorities and deadlines.
* Excellent presentation and communication skills, both pre- and post-sale.
* Proven ability to think critically, proactively solve problems, and adapt to change.
* Strong digital acumen and understanding of marketing trends.
* Ability to train, coach, and inspire team members and sales partners.
* Detail-oriented team player with excellent interpersonal skills.
Additional Information:
Graham Media Group is an Equal Opportunity Employer. In addition to complying with the requirements of federal law, GMG will comply with applicable state and local laws prohibiting employment discrimination. Any offer of employment is conditional upon the successful completion of a pre-employment drug screening, investigative background check, employment/education verifications and reference checks.
Contact:
Bob Allen
**********************
Graham Media Group 2025
Easy ApplyTerritory Client Manager
Relationship manager job in Jacksonville, FL
Job DescriptionA Message for the Person Who Knows They're Made for More
Maybe you've hit a ceiling. Maybe you've been carrying the weight for your team or company without being recognized for it. Or maybe you've been waiting for someone to finally hand you a real shot - a path you can follow, a skill set you can master, and a system that rewards work ethic instead of seniority.
If that hits home, then Talent Find Professional was built for people exactly like you.
We're a family-driven organization built on a simple belief:
People grow when they're given a clear plan, strong mentorship, and an environment where their effort matters.
We help individuals protect what's most important to them while creating careers with flexibility, purpose, and long-term potential.
No cold calls.
No door-knocking.
No corporate grind.
You'll meet with individuals who have already raised their hand asking for guidance - and you'll be supported every step of the way by mentorship, technology, and a system that actually works.
Responsibilities
Learn and apply our proven systems to deliver a smooth, clear, professional experience for every client you serve
Contact individuals who have requested information and meet with them through scheduled phone or virtual appointments
Guide people through simple, structured conversations to help them understand their options
Maintain ongoing communication with clients and internal support teams
Follow compliance standards and professional expectations
Participate in weekly skill-building calls, leadership development sessions, and team meetings
Build long-term relationships using company-provided and self-generated outreach
Stay on track with performance benchmarks tied to growth and advancement
Qualifications
Background in customer service, service-based sales, consulting, or leadership (3+ years preferred but not required)
Coachable, self-driven, and serious about personal development
Comfortable with virtual communication tools, CRM platforms, and technology
Clear and confident communicator - on phone and video
Strong empathy, integrity, and client-first mindset
Organized, disciplined, and dependable with follow-through
Requirements
Ability to follow a flexible schedule based on client availability
Reliable smartphone, computer, and internet connection
Ability to pass a background check
Obtain required state credentials (we'll walk you through the process step-by-step if you don't already have them)
Benefits & Culture
Full mentorship, ongoing training, and leadership development
Performance-based compensation with no cap
Monthly and annual recognition opportunities
Incentive travel experiences for top performers
Discounts available for personal health and protection options
Supportive, family-focused culture built around growth and empowerment
Flexible scheduling that allows you to build a career without sacrificing your life
Why Join Talent Find Professional?
Because here, you're not just taking another job -
you're stepping into a path that can transform your future.
We believe leadership is earned through service, success is multiplied through mentorship, and legacy is built through the people you help along the way.
If you're coachable, driven, and ready to create a career with meaning, we'd love to connect with you.
Infrastructure Integration & Client Success Manager
Relationship manager job in Jacksonville, FL
The Infrastructure Integration & Client Success Manager is responsible for facilitating the startup, commissioning, integration, training, and client handoff of commercial fleet fueling and critical infrastructure fueling systems. This role ensures a smooth transition from project installation to client operations, covering the final connections, system testing, environmental monitoring systems, and fleet fueling management platforms. The Infrastructure Integration & Client Success Manager acts as the bridge between the installation team and the client, ensuring technical readiness, operational training, clear documentation, and effective project management.
Key Responsibilities:
Oversee the final startup and commissioning of fueling system infrastructure, including electrical connections, monitoring equipment, and fuel management systems.
Conduct system integration testing to verify performance, compliance, and safety.
Coordinate with installation crews, project managers, and vendors to resolve last-mile technical issues.
Lead client handoff and training sessions-covering system operation, reporting, safety, and maintenance.
Provide concise, clear explanations of technical systems to non-technical audiences.
Plan and manage schedules, track timelines, and coordinate resources to ensure on-time project delivery.
Utilize Procore for documentation, including RFIs, RFQs, daily logs, submittal reviews, commitments, and change events.
Support budget tracking, cost controls, and forecasting for assigned projects.
Identify, document, and process change events in coordination with the project management team.
Ensure proper closeout, warranty, and compliance documentation for all completed projects.
Travel regionally to multiple job sites (estimated 50-70%).
Ensure systems meet requirements for critical infrastructure operations and compliance standards.
Skills & Proficiencies:
Strong working knowledge of electrical systems, controls, and monitoring equipment.
Proficiency in Procore (or similar project management software) for RFIs, RFQs, daily logs, submittals, and change event management.
Ability to create and manage schedules with strong time management skills.
Strong understanding of project financials, including budgets, cost tracking, and change order processes.
Experience with fuel management systems, SCADA/monitoring platforms, or similar infrastructure software.
Proficiency in troubleshooting and diagnostics for electrical, network, and system integration issues.
Excellent verbal and written communication skills; able to deliver client training in a clear, concise, and professional manner.
Customer-focused mindset with the ability to balance technical detail and client understanding.
Requirements
High School Diploma or GED, required
5+ years of experience in electrical, fueling, or related infrastructure systems.
Familiarity with commissioning and startup processes.
Strong technical troubleshooting and project management background.
Demonstrated proficiency in scheduling, documentation, and use of project management platforms.
Professional presentation skills; able to interact with clients, contractors, and internal leadership.
Ability to travel regionally as required (up to 70%).
Eligible to work in the US without sponsorship.
Must be able to meet company's employment requirements, which includes passing a drug screen, criminal background check, and MVR, if driving for the company
Physical Requirements: Ability to repetitively lift, carry, push and pull up to 50 pounds, frequent bending, stooping, standing 8-10 hours per day.
Preferred Qualifications:
Experience with commercial fueling infrastructure or petroleum equipment.
Knowledge of environmental compliance systems and regulatory requirements.
Previous client-facing experience in a technical coordinator or commissioning role.
Certifications in electrical, controls, project management, or commissioning a plus.
JF Petroleum offers:
Competitive pay
401(k) with company match
Paid time off
Paid holidays
Health benefits (eligible 1st of the month following 30 days) including Medical, Vision, Dental, Disability
Life insurance-company provided
Bonus program eligibility
Paid training for field personnel
Uniforms provided for field personnel
Relocation Assistance will be considered for qualified candidates
*JF Petroleum Group is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or any other legally protected status.
Senior Commercial Banker
Relationship manager job in Jacksonville, FL
We are looking for a Commercial Market Executive who will be responsible for prudent revenue generation for the bank through the development of profitable loan and deposit relationships with companies and their owners in the bank's target market with established goals and accountabilities pertaining to client service and new business acquisition. Targeted business revenue size of $1 MM or more. The Commercial Market Executive is effective in calling activity, proposal generation, revenue generation, risk mitigation, and ability to build successful relationships.
Duties and responsibilities:
Lead the local business development activities to promote the Bank's products and services, ensure the maintenance of the Bank's favorable image, and develop full banking relationships with present and potential commercial banking clients.
Identify and originate new commercial and personal relationships while managing and maintaining key relationships of the market.
Manage the assigned goals of loans, deposits, and business lines.
Cross-sell related banking services to include Treasury Management, deposit products and referrals to Professional Banking partners.
Represent the Bank in industry and professional associations, community organizations, local business groups, etc., and promote the Bank's favorable image. Stay current on trends in the marketplace.
Represent the bank at various internal and external functions to promote its services and commitment to the community, including networking with other professionals.
Develop information concerning businesses and borrowing needs, repayment abilities, and business earnings to determine whether a loan is an acceptable risk.
Gather personal information about clients and businesses in a timely manner to ensure that an informed decision is made regarding the creditworthiness of the borrower and the probability of repayment.
Manage the Annual Review process of existing client credit exposure along with the Commercial Support Specialist partners to assure the timely receipt of all required financial information.
Utilization of the Banks internal customer relationship management systems and other Bank tools in the day-to-da management of existing client portfolio, prospect management process and required calling goals.
Maintain the credit quality of the assigned portfolio through collaboration with credit partners. Will monitor the accountability of the assigned loan portfolio on a regular basis.
Proactively manage past dues, work towards maintaining an acceptable risk tolerance for the portfolio, and proactively manage through problem loan situations.
Fulfill responsibilities under the Bank Secrecy Act and Anti-Money Laundering regulations. This may include identifying customers properly, initiating CTRs and SARs investigations as needed, utilizing OFAC records and maintaining appropriate records.
Adheres to Bank's policies and procedures and all Federal and State laws and regulations.
Analyze financial information including balance sheets, income statements, cash flow statements, and tax returns to form an opinion of creditworthiness of applicants based on sound risk-based examination of strengths and weaknesses. Determine appropriate risk ratings and make recommendations for approval/denial of loan requests.
Prepare written credit memorandums for presentation and approval.
Perform ALL other duties, as assigned.
Must haves:
College degree or equivalent, preferably in the Business Administration, Finance or Marketing fields.
Minimum of 5 years of prior work experience with loan production in commercial and real estate lending, loan portfolio administration and product sales required.
Experience and ability to manage a portfolio of commercial clients in excess of $2 MM.
Advanced skills with Microsoft Office suite, specifically Excel, Word, and Outlook preferred.
Would be great to have:
Expertise in commercial and real estate underwriting practices along with a balanced knowledge of regulatory governance of commercial lending activities.
Five (5) to ten (10) years' experience in credit analysis and/or commercial lending
Why Work Here?
Financially strong and growing company
Personal growth potential
Great company culture
Generous PTO schedule in addition to bank holidays
Benefits:
Health (Employer-paid coverage for employee, eligible the first month after the date of hire.)
Dental
Vision
Life Insurance (company paid)
Additional voluntary Life Insurance
Short Term Disability
Long Term Disability
LifeLock
401K
Manager, Client Srvcs Optigen
Relationship manager job in Jacksonville Beach, FL
This employee provides leadership for the Account Coordinators in matters relating to the servicing of customers.
Achieves individual quality and productivity goals in accordance with established objectives
Manages individual projects and contributes to other operational initiatives outside of team responsibilities
JOB FUNCTIONS
Provides guidance and leadership to Account Coordinators and assists with referral account management and sales team collaboration
Key contributor in overseeing agent workload and ensuring patient management program is efficient and maximized for business performance
Focuses and maintains performance efforts of the team on current business goals
Works to ensure that the team is conducting their responsibilities in a professional and courteous manner
Serves as a knowledgeable and productive part of the managerial team
Implements and monitors new initiatives to enhance the performance of the team and the center as a whole, including identifying opportunities for efficiency improvement and revenue
Oversees training of new reps assigned to the team and provides refresher training as needed
Conducts team member coaching and disciplinary actions according to policy
Manager, Client Srvcs Optigen
Relationship manager job in Jacksonville Beach, FL
This employee provides leadership for the Account Coordinators in matters relating to the servicing of customers.
Achieves individual quality and productivity goals in accordance with established objectives
Manages individual projects and contributes to other operational initiatives outside of team responsibilities
JOB FUNCTIONS
Provides guidance and leadership to Account Coordinators and assists with referral account management and sales team collaboration
Key contributor in overseeing agent workload and ensuring patient management program is efficient and maximized for business performance
Focuses and maintains performance efforts of the team on current business goals
Works to ensure that the team is conducting their responsibilities in a professional and courteous manner
Serves as a knowledgeable and productive part of the managerial team
Implements and monitors new initiatives to enhance the performance of the team and the center as a whole, including identifying opportunities for efficiency improvement and revenue
Oversees training of new reps assigned to the team and provides refresher training as needed
Conducts team member coaching and disciplinary actions according to policy
Commercial Banker, Healthcare, Higher Education & Non-Profit, Middle Market Banking, Vice President
Relationship manager job in Jacksonville, FL
You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.
As a Commercial Banker on the Healthcare, Higher Education & Non-Profit Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Healthcare, Higher Education & Non-Profit.
The Healthcare, Higher Education & Non-Profit team is part of J.P. Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group. In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
Focus on nonprofit clients with revenues of $50-150 million revenue
Champion a culture of innovation and a customer centric mindset by serving as a Relationship Manager for HHN customers and prospects
Develop new, and deepen existing, HHN relationships by focusing on key commercial banking solutions (e.g. credit, treasury, liquidity) and partner with other lines of business and business segments (e.g. Public Finance, Asset Management, and Consumer Banking) to develop fulsome relationships for the firm
Stay current with HHN industry trends to identify opportunities for innovation or strategic partnerships and bring thought leadership to our HHN customers and prospects
Serve as an ambassador for the firm by bringing the full resources of JPMorgan Chase to our HHN customers and prospects (e.g. Corporate Responsibility, ESG, DEI)
Mentor junior members on the HHN team, including Analysts and Associates, to contribute to the long-term success of our business and to assist with talent development
Required Qualifications, Capabilities and Skills
5 plus years' direct lending or credit support related experience, with a focus on business relationships
Understanding of Commercial Banking products and services
Knowledge of the local market
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Sales management and business development skills
Preferred Qualifications, Capabilities and Skills
Bachelor's degree and formal credit training preferred
Excellent verbal, written and listening communication skills
Strong creative solution and problem solving abilities
Proficiency in building and maintaining positive client relationships
Auto-ApplyLuxury Spa Sales & Client Experience Manager
Relationship manager job in Orange Park, FL
✨ Now Hiring: Luxury Spa Sales & Client Experience Manager ✨ 💼 $100K+ Earning Potential | High-End Wellness Spa | Paid Training & Perks
Compensation: $3,000/month base salary + performance-based commission On-Target Earnings (OTE): $100,000+ per year
Job Type: Full-Time or Part-Time | Flexible Schedule
Location: In-person (Travel to nearby spa locations required)
Weekend Availability: At least one weekend day required
Step Into a Leadership Role Where Sales Meets Luxury Wellness
We're looking for a dynamic and results-driven Sales & Client Experience Manager to lead the front-end operations of our luxury spa. In this high-impact role, you'll drive revenue, enhance the guest experience, and support our growth across multiple locations. If you thrive in a fast-paced, high-touch environment where performance is rewarded and leadership is valued, this is your moment.
Why Join Us?
✅ $100K+ Earning Potential - Base salary plus uncapped commission
✅ Paid Training - We invest in your success from day one
✅ Gas Reimbursement - For travel to nearby spa locations
✅ Growth-Driven Culture - Advance your career in a growing luxury brand
✅ Employee Discounts - On top-tier skincare products and spa services
What You'll Do
Lead day-to-day sales operations and team performance at the front desk
Deliver exceptional client service while meeting and exceeding revenue goals
Drive membership, product, and treatment sales with confidence and professionalism
Coach and mentor team members on sales, service, and CRM best practices
Manage scheduling, appointment flow, and client communication
Handle client concerns and ensure every visit is seamless and elevated
Analyze sales KPIs and create action plans for continued growth
Collaborate with marketing to align promotions, events, and campaigns
Who We're Looking For
Proven background in sales or business development (spa, luxury retail, or hospitality preferred)
Strong leadership skills with the ability to inspire and motivate a team
Confident communicator who thrives in a client-facing, high-end setting
Driven by goals, performance, and results
Familiar with CRM software, scheduling systems, and client management tools
Must have reliable transportation and the flexibility to work at least one weekend day
Compensation & Perks
💰 Base Salary: $3,000/month
📈 Uncapped commission - The more you sell, the more you earn
🧠Paid onboarding and training
⛽ Gas reimbursement for travel between nearby spa locations
💎 Staff discounts on luxury skincare and treatments
🚀 Career advancement in a fast-growing, high-end wellness company
Ready to Elevate Your Career?
If you're passionate about luxury, driven by results, and ready to lead, we want to hear from you.
📩 Apply now with your resume, contact number, and email.
📧 After applying, send a quick follow-up including:
Your earliest available start date
Your daily sales goal (numeric)
A brief summary of your sales and leadership experience
Make wellness your career-and success your lifestyle. Apply today.
Account Manager - Jacksonville, FL
Relationship manager job in Jacksonville, FL
Job Description
WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings.
We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE.
* Total Targeted Compensation *
Salary + Commission = $75,000 to $100,000
SUMMARY: The Account Manager is responsible for managing existing and new customer relationships to meet and/or exceed company sales revenue and profit objectives.
ESSENTIAL COMPETENCIES AND RESPONSIBILITIES:
Personally exhibits, recruits and coaches associates consistent with Core Behaviors
Responsible for promoting culture of safety
Manage new and existing customer relationships
Maintains a thorough knowledge of products
Presents products to customer
Follows through with customer to ensure satisfaction
Identifies and prioritizes all existing and prospective customers within his/her territory and keeps mailing list current.
Studies product information, attends seminars, supervises tests of products
Attends and contributes to company sales meetings and technical sessions.
Provides customers with all literature and promotional materials they need to enhance their productivity.
Provides the General Manager with information from the market regarding trends, new products, market share in existing and potential accounts.
Proactively solve problems for customers
Build and sustain positive customer relationships
Provide and coordinate technical support as needed
Support and expand onsite sales and service
Communicate customer and market issues to company management
Perform other duties as assigned
Perform all work in accordance to ISO processes and procedures
QUALIFICATIONS:
High levels of product knowledge
Excellent written and verbal communication skills
Excellent interpersonal skills
Competent with the use of computer software specific to the operation
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibility. May provide indirect supervisory input.
EDUCATION and/or EXPERIENCE:
High School diploma required
Bachelor's degree in a related field preferred
2-5 years' experience in a similar position required in Industrial Sales
Previous sales or customer service experience preferred
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
WORK ENVIRONMENT:
Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment.
Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision.
PPE REQUIRED:
Eye protection, ear protection, and as required by customer, steel-toed shoes and head protection.
BENEFITS:
Health Insurance BCBS of OK HDHP
HSA with Employer match (must meet criteria)
Dental and Vision Insurance
401K Plan and Company Match
FSA (Full FSA, Limited FSA, and Dependent FSA)
Company paid Long Term and Short-Term Disability
Company paid basic Life Insurance and AD&D/
Supplemental life and AD&D/Dependent life
Ancillary Critical Illness Insurance (Wellness Rider Included)
Ancillary Accident Insurance (Wellness Rider Included)
Ancillary Hospital Indemnity
Employee Assistance Program (EAP) - Includes concierge services and travel assistance.
Paid Time Off
Holiday Paid Time Off
Gym Reimbursement
Quarterly Wellness challenge with a chance to will money or prizes
Tuition Reimbursement - after 1 year of employment
*BlackHawk Industrial is an Equal Opportunity Employer
**This position is considered safety sensitive and is subjective to drug testing, including cannabis
***As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
Business Banking Relationship Manager
Relationship manager job in Jacksonville, FL
Klassic Recruiting in partnership with our client Iberia Bank in the search for a Business Banking Relationship Manager in the Jacksonville, FL area. The Business Banking Relationship Manager II is responsible for developing, managing, and expanding business relationships for a portfolio of mid-sized businesses.
Job Description
BUSINESS BANKING RELATIONSHIP MANAGER RESPONSIBILITIES
Makes retention and business development calls on existing and potential new customers.
Develops new customer prospects and business for the Bank.
Maintains prospect lists and business pipeline.
As needed, interview applicants, completes required documentation and recommends loan products to customers.
Determines best loan structure for customer and submits package for underwriting and approval.
Verifies loan documents are complete and accurate according to approval.
Coordinates and attends loan closings.
Recognizes opportunities to offer customer(s) additional bank products and services to meet their needs.
All other duties as assigned
Qualifications
QUALIFICATIONS
Bachelor's degree from a four-year college or university in business, finance, economics or other related field
3-5 years of experience in loan administration.
3 years of experience in small business or commercial lending
2 years of credit analysis or loan underwriting experience
Business development skills
Exceptional negotiation skills
Exceptional knowledge of commercial lending policy, documents, regulations and requirements
Job Type:
Full-time
Required education:
Bachelor's
Required experience:
Credit Analysis: 3 years
Loan Administration: 3 years
Commercial Lending: 3 years
Additional Information
All your information will be kept confidential according to EEO guidelines.
Senior Private Banker
Relationship manager job in Jacksonville, FL
Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Jacksonville Florida Market market. Our client is seeking a Senior Advisor/ Banker who leads with investments.
Manage, develop and retain full-service relationships with both UHNW & HNW clients.
Must have strong COI's and or an established book of clients within the Jacksonville Florida market and be able to self source.
Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities.
Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning.
Work collaboratively and proactively with branches and regional teams to identify and generate referrals.
Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace.
Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends.
Actively participate in community and business functions/groups.
Possess a self-motivated, highly driven, and entrepreneurial personality.
Required Experience:
Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD.
Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products
COMPENSATION WILL BE DISCUSEED ON AN INDIVIDUAL BASIS
Client Accountant
Relationship manager job in Saint Augustine, FL
Job DescriptionDescription:Client Accountant
Company: MAY Management Service, Inc. Reports To: Accounting Manager
**Come join us at MAY Management in our St. Augustine offices! We'd love to have you!!**
The Client Accountant is responsible for administering financial activities and preparing financial reports in accordance with GAAP for HOA clients. This role requires strong attention to detail, excellent customer service skills, and the ability to collaborate with community managers, board members, and vendors.
Key Responsibilities:
Financial Reporting: Prepare monthly financial statements, reconcile bank accounts, and maintain financial records.
Accounts Payable: Review invoices, process payments, and track outstanding checks.
Accounts Receivable: Post assessments, manage collection activities, and prepare delinquency notices.
Year-End & Budgeting: Assist with budget preparation, financial audits, and tax payments.
General Accounting Duties: Maintain owner records, manage bank account documentation, and ensure compliance with financial regulations.
Requirements:Qualifications:
Education: Associate's degree in Accounting or equivalent experience.
Experience: Minimum of 3 years in general ledger, accounts payable, accounts receivable, and financial reporting.
Candidates with accounting experience directly in property management are strongly preferred!
Skills: Proficiency in financial software, Excel, and Word; strong communication and organizational skills; ability to work independently.
Availability: This is a FT In-Office Position
Personal Characteristics:
Maintains high standards of integrity, confidentiality and professionalism
Well organized - able to prioritize
Good communication skills - both written and verbal
Pro active - able to assess situations quickly and take appropriate action
Able to work quickly and efficiently; manage a heavy workload
Able to work independently with little supervision
Ability to handle difficult situations tactfully.
Named Account Manager SLED
Relationship manager job in Jacksonville, FL
Join Fortinet, a cybersecurity pioneer with over two decades of excellence, as we continue to shape the future of cybersecurity and redefine the intersection of networking and security. At Fortinet, our mission is to safeguard people, devices, and data everywhere. We are currently seeking a dynamic Named Account Manager SLED to be a part of enabling the success of our rapidly growing business.
As a Named Accounts Manager SLED, you will:
Drive direct sales engagements into a set of SLED Named Accounts within your assigned territory.
Create and implement territory plans to achieve deployments of Fortinet solutions to a set of assigned, existing accounts and new logo prospects, within your assigned territory.
Develop executive relationships with key buyers and influencers and leverage these relationships to achieve quarterly sales goals.
Coordinate with internal teams to deliver winning contract bids, proposals, RFI/RFP responses, and Statements of Work.
Negotiate terms of business with clients to achieve mutually beneficial results and long-term partnerships.
Build and promote the Company's position as the worldwide leader in Unified Threat Management.
We Are Looking For:
An insightful and influential collaborator to join our team. We encourage you to apply for this position if you have the following qualities:
Experienced Sales professional with an expert understanding of the technology business sector
Previous experience designing business plans and market strategies to increase sales
Experience in selling solutions
Track record of meeting or exceeding sales quotas
Excellent presentation skills for different audiences
Excellent written and verbal communication skills
Ability to move deals through the selling cycle
Motivated, proactive, and results-oriented mindset
Candidates who excel in dynamic, fast-paced environments
Previous experience in network security and familiarity with technologies such as VPN, Firewall, Anti-Virus, Anti-Spam, Intrusion Prevention, and Content Filtering
The Named Account Manager, SLED is required to customarily and regularly work outside of their office or home office engaged in selling, including travel as needed to make a sale.
Why Join Us:
We encourage candidates from all backgrounds and identities to apply. We offer a supportive work environment and a competitive Total Rewards package to support you with your overall health and financial well-being.
Embark on a challenging, enjoyable, and rewarding career journey with Fortinet. Join us in bringing solutions that make a meaningful and lasting impact to our 660,000+ customers around the globe.
Fortinet offers employees a variety of benefits, including medical, dental, vision, life and disability insurance, 401(k), 11 paid holidays, vacation time, and sick time as well as a comprehensive leave program.
Wage ranges are based on various factors including the labor market, job type, and job level. On target earnings for this position is expected to be $246,700 - $274,100 per year. Exact salary offers will be determined by factors such as the candidate's subject knowledge, skill level, qualifications, experience, and geographic location.
All roles are eligible to participate in the Fortinet equity program, and this position is also eligible for commissions based on the terms of the Sales Compensation Plan
Auto-ApplySenior Banker - Ponce De Leon Mall Financial Center
Relationship manager job in Saint Augustine, FL
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.
Responsibilities:
* Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
* Assists, educates, and trains clients on conducting simple transactions through self-service technologies
* Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
* Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
* Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
* Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
* In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months
* Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
* Collaborates effectively to get things done, building and nurturing strong relationships
* Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
* Confident in identifying solutions for helping new and existing clients based on their needs
* Strong written and verbal communications skills
* Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
* Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
* Applies strong critical thinking and problem-solving skills to meet clients' needs
* Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
* Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
* Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
Desired Qualifications:
* Associate's Degree or Bachelor's Degree in business, finance or a related field
* Experience working in a financial center where goals were met or exceeded
* Retail and/or sales experience in a salary plus incentive environment
* Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
* Experience with financial information, spreadsheets and financial skills
* Knowledge of banking products and services
* Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
* Active Listening
* Business Acumen
* Customer and Client Focus
* Oral Communications
* Problem Solving
* Account Management
* Client Experience Branding
* Client Management
* Client Solutions Advisory
* Relationship Building
* Business Development
* Pipeline Management
* Prospecting
* Referral Identification
* Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Account Manager - Jacksonville Radio
Relationship manager job in Jacksonville, FL
Job Title: Account Manager - Jacksonville Radio
We are looking for an Account Manager (AM) at our Jacksonville Radio station. Our AMs get to provide administrative support to the entire sales department. For example, our AMs work on special projects, set appointments, write correspondence, create presentations, compile data and research, and work directly with our clients and sales staff. Some of which could be of a sensitive or confidential nature.
Our ideal candidate will have worked in a support position in a sales environment, having an aptitude towards working with the digital sales process and open to learning new software programs.
As this position is in sales, the ideal candidate must enjoy working in a team-oriented environment and playing an integral role in achieving the goals of the department. This role may qualify for future promotion to a senior professional assistant or media consultant.
Essential Duties and Responsibilities
Provides high level internal and external customer service
Works with Sales to provide customer-facing support including any billing errors or issues, inputting sales orders/revisions for traditional and digital sales, pulls various sales reports as required by sales management and MCs from Google Analytics, AdWords, DFP, and others
Serves as our Special Event coordinator
Creates proposals, presentations and various sales collateral
Become an expert with all internal systems: Wide Orbit, Miller Kaplan, Nielsen, DOT, XSM, to name a few
Provides general administrative support
Maintains keen attention to detail in organizing meetings and anticipating needs
Minimum Qualifications
2 years' college or equivalent high-level administrative experience required
Excellent communication skills with attention to detail accuracy and follow-up required
Excellent written correspondence, document presentation, proposal creation (Microsoft Word, Excel, PowerPoint, Photoshop/Illustrator, or other similar tools) skills required
Experience communicating directly and confidently with clients required
Ability to maintain confidentiality required
Must be fluent, or have the talent to become fluent, in sales technology assets (to include but not limited to Scarborough, Tapscan, Nielsen, Topline)
Ability to prioritize and complete tasks, with the ability to work under pressure and meet deadlines
About Cox Media Group
CMG Media Corporation (d/b/a Cox Media Group) is an industry-leading media company with unparalleled brands, award-winning content, and exceptional team members. CMG provides valuable local and national journalism and entertainment content to the people and communities it serves. The company's businesses encompass 14 high-quality, market-leading television brands in 9 markets; 45 top-performing radio stations delivering multiple genres of content in 9 markets; and numerous streaming and digital platforms. CMG's TV portfolio includes multiple primary affiliates of ABC, CBS, FOX, NBC, Telemundo and MyNetworkTV, as well as several valuable news and independent stations. For more information about CMG, visit *********************
Req #: 1942 #LI-Onsite
Business Relationship Manager Senior Acquisition - Vice President
Relationship manager job in Jacksonville, FL
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
Balance needs of clients with associated risks and interests of the firm
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Preferred qualifications, capabilities, and skills
Bachelor's degree in Finance or related field, or equivalent work experience
Minimum of 3 years' managing clients >$10+MM revenue
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
Auto-Apply