Multi-Specialty Account Manager - Atlanta South, GA
Relationship manager job in Atlanta, GA
Territory: Atlanta South, GA - Multi-Specialty
Target city for territory is Atlanta - will consider candidates who live within 40 miles of territory boundaries with access to a major airport. Territory boundaries include: College Park, Conyers, Covington, Thomaston, Union City and Augusta
SUMMARY:
Are you a results-driven biopharmaceutical sales professional looking to be part of an organization that values being curious, adaptable, and accountable? Lundbeck is a global biopharmaceutical company focusing exclusively on brain health. With more than 70 years of experience in neuroscience, we are committed to improving the lives of people with neurological and psychiatric diseases. Lundbeck employees are inspired and driven by our purpose to advance brain health and transform lives. Join us on our journey of growth!
We are seeking a dynamic and results-driven sales professional with a proven track record of success who is looking to grow with LundbeckOur ideal candidate will have the ability to be a specialty product expert with an understanding of requisite market complexities in order to be successful promoting our products to stakeholders in the primary care and neurology settings. As an Account Manager, you lead the promotion of our psychiatry portfolio, executing sales and marketing strategies with comprehensive clinical knowledge to drive sales performance. Our Account Managers are adept at executing against the toughest commercialization challenges in today's rapidly changing environment and must demonstrate strong capability in the following areas:
ESSENTIAL FUNCTIONS:
Business Planning & Account Leadership - Ability to use digital tools and apply data-based insights to create opportunities, develop strategy & tactics, allocate resources to enhance sales execution, monitor progress and adjust direction to maximize sales performance.
Selling - Deliver messages in a clear and compelling way to customers, effectively probe customer needs to handle objections, and close every call with a commitment to action to drive changes in behavior.
Customer Development - Build and maintain productive internal and external relationships based on customer needs and organizational goals, incorporating “total office” account management where applicable.
Local Market & Therapeutic Area Expertise - Gather and validate key trends and dynamics in the market, map account linkages, and apply comprehensive therapeutic knowledge to uncover and prioritize unique opportunities.
Reimbursement - Consistently demonstrate the ability to stay informed on reimbursement dynamics, anticipate and effectively address payer access issues (IDNs, Medicare, Medicaid, Commercial) using Lundbeck resources.
Pharmaceutical Environment/Compliance - Apply knowledge of pharmaceutical and regulatory environment, including accountability and adherence to Lundbeck policies and procedures and FDA regulations regarding the promotion of pharmaceutical and medical products.
REQUIRED EDUCATION, EXPERIENCE and SKILLS:
Bachelor of Arts or Bachelor of Sciences degree from an accredited college or university
2-5 years pharmaceutical, biopharmaceutical, biologics, medical device sales or related healthcare sales experience.
Must demonstrate the intellectual capacity to score highly on disease and product training exams, including being certified on product knowledge annually
Self-starter, with a strong work ethic, tenacity, and outstanding communication skills
Adaptability: Ability to embrace change and work collaboratively in a fast-paced team environment.
Problem-Solving: Proven analytical skills to identify solutions and overcome obstacles.
Data Analysis: Strong computer and technical skills used in analyzing data to develop both short- and long-term goals aligned with business objectives.
Must live within 40 miles of territory boundaries
Driving is an essential duty of this job; must have a valid driver's license with a safe driving record that meets company requirements
Meeting and complying with reasonable industry-standard credentialing requirements of healthcare providers / customer facilities is required for continued employment with Lundbeck
Ability to lift, bend, push, pull and move items including, but not limited to equipment, pharmaceutical samples, and any other work-related materials up to 25 lbs. with or without reasonable accommodation.
PREFERRED EDUCATION, EXPERIENCE AND SKILLS:
Recent documented successful experience selling to general practitioners (GPs) and primary care centers.
Prior experience promoting and detailing products specific to CNS/neuroscience
Previous experience working with alliance partners (i.e., co-promotions)
TRAVEL:
Willingness/Ability to travel up to 30% - 40% domestically to (a) regularly meet/interact with customer base and internal personnel within assigned territory; and (b) typically attend 4-8 internal/external conferences and meetings spanning locations within the United States. Travel must be able to be completed in a timely manner.
The range displayed is a national range, and if selected for this role, may vary based on various factors such as the candidate's geographical location, qualifications, skills, competencies, and proficiency for the role. Salary Pay Range $108,000 to $125,000 and eligibility for a sales incentive target of $39,000. Benefits for this position include flexible paid time off (PTO), health benefits to include Medical, Dental and Vision, company match 401k and company car. Additional benefits information can be found on our career site. Applications accepted on an ongoing basis.
Why Lundbeck
Lundbeck offers a robust and comprehensive benefits package to help employees live well and protect their health, family, and everyday life. Information regarding our benefit offering can be found on the U.S. career site.
Lundbeck is committed to working with and providing reasonable accommodations to disabled veterans and other individuals with disabilities during our employment application process. If, because of a disability, you need a reasonable accommodation for any part of the application process, please visit the U.S. career site.
Lundbeck is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, protected veteran status, and any other characteristic protected by law, rule, or regulation. Lundbeck participates in E-Verify.
Sales Manager (Full Time) - 24H961
Relationship manager job in Woodstock, GA
If you are a CURRENT Carter's employee, do not apply via this external application. Search "Browse Jobs" in Workday to apply internally.
Love what you do. Carter's Careers.
As a Full Time Sales Manager, you will be the first face of the brand for growing families. You'll congratulate new parents and grandparents, introduce them to our new baby essentials, help prep them for the first day of school, and all the big and little moments on their parenting journey. We're looking for a leader who fosters a welcoming and inclusive environment, values and optimizes skills and talents, and continually educate themselves and their team on product styles, features, and benefits.
What we love about Carter's:
Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip*Hop, and Little Planet brands. Carter's is the #1 most-purchased children's clothing brand.* We've become an industry leader by providing quality - from the first Original Bodysuit to the lasting careers we offer our team. We've kept our close-knit culture since our founding, and we invest in our teams with training and development programs, so we all succeed together. A Carter's career doesn't feel like a job. It feels like connections, between customers, teams, and families. Caring, teamwork, flexibility, and growth are what make us different. What's not to love?
Benefits we love:
Schedules that fit your life. Maintaining balance is important to us, which is why your schedule will allow you to focus on all aspects of your life.
Benefits and perks that make life better, including health benefits, mental health benefits, a 30% discount on our brands, referral bonuses, and much more!
Education “Advance You” Program, which helps you earn a GED or a bachelor's degree tuition-free or learn English as a second language!
Paid time off, holidays, and parental leave, as well as adoption assistance, charitable matching gifts, and much more!
The opportunity to build skills and grow as an individual. We provide professional and personal development to shape your career.
Development programs to help you grow in your current role and beyond. Whether you're looking to join us for a short while or a long-term career, you will grow at Carter's.
What You'll Do:
Become a product and brand expert of our brands to help families navigate every moment from preemie to size 14
Welcome customers with a warm greeting and provide assistance with our product styles, features, and benefits
Maintain a genuine customer focus on the sales floor
Foster a positive, safe, and inclusive environment for employees and customers
Consistently model service standards and omni-channel experience while coaching others to success
Lead and execute an assigned business focus area through planning and detailed follow through
Perform Leader on Duty supervisor responsibilities by driving results and responding to customer concerns timely and with an appropriate resolution
Utilize customer feedback to identify areas of opportunity to implement actions to drive results
Build customer loyalty through Company sponsored programs, including credit
Offer consistent, in the moment feedback to store team and raise performance concerns to Store Manager
Recognize exceptional performance through positive reinforcement and appreciation
Support store team with Asset Protection through a consistent level of customer service, safety awareness, and operational controls
Qualities we'd love in a candidate:
A positive and solutions-oriented mindset
Effective and professional verbal and written communication skills
The ability to manage multiple tasks at once
Proficient computer and technology skills (Outlook, Excel, Web navigation, etc.)
A variety of skills and experiences
A high school diploma or GED
You can:
Lift 40 pounds as needed, with frequent bending, stooping, reaching, pushing, and pulling
Stand or walk for extended periods of time; climb up and down a ladder
Provide availability that may include days, nights, weekends, and holidays as scheduled, with a minimum of two closing shifts a week
Carter's for all:
Carter's is an Equal Opportunity and Affirmative Action employer. (Minority/Female/Disability/Veteran).
NOTE: This is all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description. Carter's may reasonably alter your duties, responsibilities, job title, and location.
Carters is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by federal, state, or local law.
Auto-ApplySr. Client Partner
Relationship manager job in Atlanta, GA
Client Partner - Airlines
LTIMindtree is seeking a high-energy, self-motivated professional with sound business insight and growth instincts to contribute to our Travel/Airlines sector. This Sr. Account Executive is a hybrid role responsible for business penetration and expansion into named new and existing accounts and capability pursuits in existing domain. This role will specifically focus on growth and partnership within the Airlines sector, so we are targeting individuals with a strong network that have worked for or sold into a similar domain.
Responsibilities:
Selling Cloud, Engineering and Transformation solutions preferably in Travel/Airlines domain
Collaborates with internal teams, service lines and executive leadership as part of the sales cycle.
Drives proposal process and participates in proposal development.
Drives campaigns, events and other pipeline building activities
Constructs deals in accordance with profitability goals.
Performs formal deal reviews.
Meeting success criteria with respect to LTIMindtree organizational KPIs relating to CSAT, gross margin and account revenue commitments.
Running monthly and quarterly business reviews with customer stakeholders
Facilitates and actively participates in contract negotiations, contract management and closure.
Develop new relationships with C level executives within the Airlines sector for target accounts.
Leverage knowledge of industry trends and client challenges to develop and deliver compelling value propositions.
Required Skills /Qualifications:
Strong business development/sales skills must be used to Revenue target (P&L) carrying position.
Experience in managing customers, prospects and partnerships.
Experience in selling global services and/or enterprise class digital solutions.
Solutions-oriented by nature and is consultative in approach to selling.
Good relationship and networking capabilities
Creative thinker and deal maker
12-18+ years of successful experience selling IT services and Digital services
Comprehensive understanding of targeted industry business environments, issues and the trends affecting technology spend.
Capable of dealing at C-level and achieving large order values
Excellent communication and presentation skills
Able to develop effective presentations with limited support.
Pay Range:
Base Salary :$230,000 per annum to $250,000 per annum; Full-time; Senior level plus.
In addition, we offer a bonus which is dependent on achievement of targets by the role holder as well as the organization.
The range displayed on each job posting reflects the minimum and maximum salary target for the position across all US locations. Within the range, individual pay is determined by work location and job level and additional factors including job-related skills, experience, and relevant education or training.
Benefits/perks listed below may vary depending on the nature of your employment with LTIMindtree (“LTIM”):
Benefits and Perks:
Comprehensive Medical Plan Covering Medical, Dental, Vision
Short Term and Long-Term Disability Coverage
401(k) Plan with Company match
Life Insurance
Vacation Time, Sick Leave, Paid Holidays
Paid Paternity and Maternity Leave
Disclaimer: The compensation and benefits information provided herein is accurate as of the date of this posting.
LTIMindtree is an equal opportunity employer that is committed to diversity in the workplace. Our employment decisions are made without regard to race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), gender identity or expression, national origin, ancestry, age, family-care status, veteran status, marital status, civil union status, domestic partnership status, military service, handicap or disability or history of handicap or disability, genetic information, atypical hereditary cellular or blood trait, union affiliation, affectional or sexual orientation or preference, or any other characteristic protected by applicable federal, state, or local law, except where such considerations are bona fide occupational qualifications permitted by law.
Regional Sales Manager
Relationship manager job in Atlanta, GA
Mike McGovern & Associates is a family-owned manufacturers' representative agency that offers a wide range of high-quality industrial products. We work closely with manufacturers, distributors, and professional end users. Established in 1991, our company covers Ohio, Michigan, Indiana, Illinois, Wisconsin, western Pennsylvania, Western New York, Kentucky, West Virginia, Virginia, Tennessee, North Carolina, South Carolina, Georgia, Alabama, Mississippi and Florida. We specialize in the STAFDA channel, general line/mill supply, electrical, fasteners, welding, safety, plumbing/HVAC, and specialty distributors.
Role Description
This is a full-time role for a Regional Sales Manager. The Regional Sales Manager will be responsible for managing sales activities within the assigned region, developing and implementing sales strategies, building and maintaining relationships with distributors & end users, identifying new business opportunities, and achieving sales targets. This role is located in the Atlanta, GA area but candidate will be responsible for sales in Georgia & South Carolina.
Expectations:
Weekly calls on distributor partners in given geography
Weekly end user calls/demonstrations with distributor salespeople
Frequent communication with manufacturer principals & CSV Management
Establishing & executing sales strategy for manufacturer's represented in given geography
Logging of important data into company CRM
Participation in trade shows, sales meetings, conferences, etc.
Participation in ongoing manufacturer training to stay up to date on lines represented
Qualifications:
Proven track record in sales and business development
Strong communication and negotiation skills
Ability to build and maintain relationships with distributors, end users & principals (manufacturers)
Ability to work independently and remotely - managing ones own schedule
Ability to work with CRM, Office 365 - Adobe a plus
Experience in the industrial products industry is a plus
Compensation:
Salary + Bonus - $75,000 - $95,000 OTE
401K
Car Allowance
Paid Expenses
Health Insurance
Sales Manager
Relationship manager job in Sandy Springs, GA
Make a difference in the lives of others while personally thriving!
Join Bridge Senior Living - a certified Great Place to Work (2025-2026)!
Now Hiring! Sales Manager for a Luxury IL, AL and MC community!
What you can expect as a Sales Manager:
$1,000 Employee Referral Bonus
Competitive Bonus Structures
Tuition Reimbursement eligibility after three months of full-time employment
Top notch pay!
401(k) with company match
Next Day Pay with PayActiv
Excellent Benefits
The friendliest leaders and teammates
Offering health insurance benefits starting at $75 per month for full-time associates
Qualifications of an ideal Sales Manager:
A valid driver's license in the state of residence (and liability insurance) to use personal vehicle for business development.
At least 3 years of experience in Senior Living sales or related field.
Proven track record of success in terms of occupancy and business development.
Sales Manager Job Summary:
The Sales Manager is responsible for driving top line revenue for the community by maintaining and exceeding budgeted occupancy, average daily census, and rate per unit revenue targets. This includes oversight of internal and external marketing efforts; direct selling, lead generation and the overall sales performance for the community.
Accountable for direct selling, achieving quotas/ ratios and maintaining personal lead database.
To support sales initiatives and tours on the weekends, this position is required to work on weekends, per the direction of the ED and senior leadership team. Some travel is required.
Maintains an accurate, up-to-date YARDI database according to the guidelines established by the home office.
Ensures the product, services, and fee structure is accurately represented.
Participates in weekly marketing meetings with supervisor, sales team, and other directors as necessary to discuss prospects, visit agendas, event planning, performance expectations, sales strategies, marketing planning and success celebrations.
Assists in developing and implementing strategic monthly, quarterly and annual marketing plans in cooperation with the Director of Sales and Marketing
EEO Statement:
We are an Equal Employment Opportunity employer committed to providing equal opportunity in all of our employment practices, including selection, hiring, assignment, re-assignment, promotion, transfer, compensation, discipline, and termination. The Company prohibits discrimination, harassment, and retaliation in employment based on race; color; religion; genetic information; national origin; sex (including same sex); sexual orientation; gender identity; pregnancy, childbirth, or related medical conditions; age; disability or handicap; citizenship status; service member status; or any other category protected by federal, state, or local law.
Attention Applicants: If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process, please let us know. Likewise, if you are limited in the ability to access or use this online application process and need an alternative method for applying, we will determine an alternate way for you to apply. Please contact ******************************** or ************** for assistance with an accommodation.
B2B Sales Manager
Relationship manager job in Forest Park, GA
Multiway Robotics, as an intelligent intra-logistics solution provider, providing HARDWARE products include a full range of unmanned forklifts and four-way shuttle, while SOFTWARE systems encompass Multiway Cloud, WMS, RCS, WCS... Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
We're expanding in North America xevrcyc and hiring Sales Managers/Directors, based in Atlanta with a West Coast office planned.
Business Development/Client Engagement Manager
Relationship manager job in Atlanta, GA
The Client Engagement Manager opportunity is a highly visible role. Candidates must have over 10+ years in the IT staffing industry with a strong track record of success generating revenue over $2M-$4M yearly.
High Base Salary & Commission! (salary is open depending on experience)
Job Description:
1. Desired candidates must have 10+ years of experience selling IT consulting services in the staffing industry.
2. Strong experience selling to C-Level Executives.
3. IT staffing industry experience is mandatory.
4. Candidates must be willing to 'roll-up their sleeves' and utilize our organization's competitive advantages to cultivate new business opportunities within prospective accounts.
Required Qualifications:
1. 10+ years client/business development experience in selling IT staffing and solutions
2. Strong understanding of the Atlanta / East Coast marketplace and recent experience selling into this market
3. Strong ability to demonstrate exceptional written and oral presentation skills
4. Exceptional business acumen
5. Demonstrated experience in opening Fortune 500 accounts
6. Demonstrated successes using a top-down selling approach
Plus Skills: * National sales experience
Role/Responsibilities:
* Open new accounts
* Create new business opportunities with existing client companies
*Create business opportunities with already established companies by the candidate in the past * Create sales strategy specific to target markets
* Prepare and present proposals to prospective C-Level executives
Respond to RFP s, RFQ s etc. * Manage full sales/delivery life-cycle.
Salary is proportional to past experience and accomplishments. CGI offers excellent benefits and commission structure.
Key Skills: Account Management, IT Staff Augmentation, Business Development, Sales Executive, Account Executive, Account Manager, VP of Business Development, Director of Business Development, IT Sales, Technology Sales, New Client Development Manager, Atlanta, GA, VP of Sales, Vice President of Sales
Senior Business Relationship Manager
Relationship manager job in Kennesaw, GA
About Us Are you ready to transform lives through academic excellence, innovative research, strong community partnerships and economic opportunity? Kennesaw State University is one of the 50 largest public institutions in the country. With growing enrollment and global reach, we continue to expand our institutional influence and prominence beyond the state of Georgia. We offer more than 190 undergraduate, graduate, and doctoral degrees to empower our 47,000 students to become thought leaders, lifelong learners, and informed global citizens. Our entrepreneurial spirit, high-impact research, and Division I athletics draw students from throughout the region and from more than 100 countries across the globe. Our university's vibrant culture, career opportunities, rich benefits, and values of respect, integrity, collaboration, inclusivity, and accountability make us an employer of choice. We are part of the University System of Georgia. We are searching for talented people to join Kennesaw State University in our vision. Come Take Flight at KSU!
Location
Our Kennesaw campus is located at 1000 Chastain Road NW, Kennesaw, GA 30144. Our Marietta campus is located at 1100 South Marietta Parkway, Marietta, GA 30060.
Job Summary
Leads strategic engagement efforts between University Information Technology Services (UITS) and institutional stakeholders. Drives technology alignment with University priorities, identifies and facilitates high-impact initiatives, and guides the overall department strategy to deliver business value and service excellence. Mentors department staff, oversees complex partnerships, and acts as a trusted advisor to executive leadership.
Responsibilities
KEY RESPONSIBILITIES:
1. Leads the strategic engagement between IT and business units to ensure alignment with institutional goals
2. Develops and maintains executive-level relationships across academic and administrative units
3. Act as a strategic advisor to leadership, identifying opportunities for innovation and transformation
4. Guide and mentor junior BRMs to support relationship and value management across campus
5. Establish and refine BRM practices and processes to enhance strategic impact and service delivery
6. Lead large-scale initiatives and represent IT in executive steering committees and governance councils
7. Advocate for business partner needs in IT planning, resource allocation, and prioritization
8. Translate complex business needs into actionable strategies and proposals with measurable outcomes
9. Monitors service and project delivery outcomes to ensure value realization and continuous improvement
Required Qualifications
Educational Requirements
Bachelor's degree from an accredited institution of higher education in Business Administration, Information Technology, or a related field.
Required Experience
Five (5) years of experience in IT-business liaison roles, including at least two (2) years in a leadership or senior stakeholder engagement position.
Preferred Qualifications
Additional Preferred Qualifications
Certified Business Relationship Manager (BRMP or CBRM) Certification
Preferred Educational Qualifications
An advanced degree from an accredited institution of higher education in a related field
Preferred Experience
Experience aligning technology solutions with institutional strategy
Knowledge, Skills, & Abilities
ABILITIES
Travels between Kennesaw State campuses and locations as required to maintain effective relationships
Able to handle multiple priorities, tasks, or projects at one time meeting assigned deadlines while maintaining strategic focus
KNOWLEDGE
Advanced knowledge of service management, business analysis, and value realization methodologies
Experience in complex project and portfolio environments
SKILLS
Excellent interpersonal, initiative, teamwork, problem solving, independent judgment, organization, time management, project management, and presentation skills
Excellent communication skills, including executive-level presentations
Proven leadership, mentoring, and stakeholder engagement skills
Strategic thinking, business acumen, and technology literacy
Strong analytical, negotiation, and conflict resolution capabilities
Skilled in building trust-based relationships and influencing at all levels of the organization
Proficient with computer applications and programs associated with the position (i.e., Microsoft Office suite)
Strong attention to detail and follow up skills
Strong customer service skills and phone and e-mail etiquette
USG Core Values
The University System of Georgia is comprised of our 26 institutions of higher education and learning as well as the System Office. Our USG Statement of Core Values are Integrity, Excellence, Accountability, and Respect. These values serve as the foundation for all that we do as an organization, and each USG community member is responsible for demonstrating and upholding these standards. More details on the USG Statement of Core Values and Code of Conduct are available in USG Board Policy 8.2.18.1.2 and can be found on-line at **************************************************************************
Additionally, USG supports Freedom of Expression as stated in Board Policy 6.5 Freedom of Expression and Academic Freedom found on-line at ************************************************
Equal Employment Opportunity
Kennesaw State University is an Equal Employment Opportunity Employer. The University is committed to maintaining a fair and respectful environment for living, work and study. To that end, and in accordance with federal and state law, Board of Regents policy, and University policy, the University prohibits harassment of or discrimination against any person because of race, color, sex (including sexual harassment, pregnancy, and medical conditions related to pregnancy), sexual orientation, gender identity, gender expression, ethnicity or national origin, religion, age, genetic information, disability, or veteran or military status by any member of the KSU Community on campus, in connection with a University program or activity, or in a manner that creates a hostile environment for members of the KSU community.
For additional information or to file a complaint under the provisions of this policy, students, employees, applicants for employment or admission or other third parties should contact the Office of Institutional Equity at English Building, Suite 225, ****************.
Other Information
This is not a supervisory position.
This position does not have any financial responsibilities.
This position will not be required to drive.
This role is considered a position of trust.
This position does not require a purchasing card (P-Card).
This position may travel 1% - 24% of the time.
Background Check
* Standard Enhanced + Education
Per the University System of Georgia background check policy, all final candidates will be required to consent to a criminal background investigation. Final candidates may be asked to disclose criminal record history during the initial screening process and prior to a conditional offer of employment. Applicants for positions of trust with screening results which confirm a disqualifying criminal history will be immediately disqualified from employment eligibility.
All applicants are required to include professional references as part of their application process. Some positions may require additional job-based screenings such as motor vehicle report, credit check, pre-employment drug screening and/or verification of academic credentials.
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Easy ApplyPharmacy Relationship Manager
Relationship manager job in Sandy Springs, GA
Whether you are working in the Pharmacy industry looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, America's Pharmacy Group, LLC is a great opportunity for you.
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change the way healthcare is delivered to Americans.
Our Pharmacy Savings Card works like GoodRx and SingleCare. With savings of up to 80% off prescriptions, we provide the highest discounts in the industry!
We are now seeking Pharmacy Relationship Managers in your area!*
What does a Pharmacy Relationship Manager do?
Educate Pharmacy Staff about how their customers can save up to 80% on prescriptions
Provide Savings Cards by engaging with medical offices and educating Office Staff about how their patients can save up to 80% on medications
Create, build, and retain relationships with Pharmacy Staff and Healthcare Providers
*We are currently hiring for positions nationwide.
Please only submit one application, even if you are interested in multiple territories. We will discuss the location you desire during the interview process.
Requirements
What you need to qualify:
Pharmaceutical/medical sales experience is preferred but not required
Sales skills with a proven track record
Exceptional interpersonal skills (building strong relationships)
Excellent verbal and written communication skills
Ability to work independently to oversee accounts and increase revenue
Benefits
Training and compensation:
We include comprehensive training and ongoing coaching
Great Commission! We pay commission on a per-claim basis, which means you make money every time someone uses our Pharmacy Savings Card!
Monthly Bonuses
Auto-ApplyRelationship Manager
Relationship manager job in Atlanta, GA
The Relationship Manager (RM) generates and manages consumer, Corporate & Industrial (C&I) and Commercial Real Estate (CRE) loan and deposit portfolios, fosters a balance between loan production and credit quality, and minimizes risk through adherence of established bank policies. Retains, strengthens and develops relationships using situational awareness and the ability to identify client and industry strengths and weaknesses, assesses risk, and matches FirstBank's product offerings with client needs when providing creative solutions.
Essential Duties & Responsibilities:
Manage an active portfolio of consumer, C&I (generally less than $3-5MM), and CRE (generally less than $3-5MM) loan relationships by meeting and exceeding sales goals in deposits, loans, revenue growth, profitability and client acquisition.
Demonstrate credit underwriting and loan documentation skills, complete proper underwriting of loans, and approve within loan authority or in conjunction with Credit Officer.
Review and monitor asset quality; monitor past due loan information, collateral exceptions, covenant compliance, risk rating and borrowing bases.
Actively work to develop new business by identifying prospective clients and referral sources for all bank products and services through prospecting and Centers of Influence.
Provide consultative guidance to Relationship Managers, Financial Center Managers and Market Presidents on C&I relationships.
Demonstrate product knowledge of deposits, loans, Treasury Management services, Capital Markets and an understanding of economics.
Monitor new developments in lending, compliance, loan policies and regulations.
Read, understand and analyze client financial statements in correlation to business operations.
Manage the full loan process, which includes but is not limited to administrative duties, preparing approval and closing documents, reviewing and monitoring past due loan information, clearing exceptions, resolving loan processing and payment errors, etc.
Represent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networks.
Provide consistent, distinctive service to all clients when delivering the FirstBank service experience.
Practice safe and sound bank procedures, including adherence to applicable laws and regulations, internal controls, operational procedures, risk management policies, and security protocols
Regular and reliable attendance.
Perform other duties as assigned.
Qualifications:
Education
High school diploma or the equivalent required. Bachelor's degree preferred
Experience
Minimum of five years of specific banking or business development experience; in-market experience preferred
Certifications and Licenses
National Mortgage Licensing System (NMLS) Certification within first year of employment
FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank in an Equal Opportunity Employer, including disability.
Auto-ApplySr. Client Partner, Retail
Relationship manager job in Atlanta, GA
Millions of people around the world come to our platform to find creative ideas, dream about new possibilities and plan for memories that will last a lifetime. At Pinterest, we're on a mission to bring everyone the inspiration to create a life they love, and that starts with the people behind the product.
Discover a career where you ignite innovation for millions, transform passion into growth opportunities, celebrate each other's unique experiences and embrace the flexibility to do your best work. Creating a career you love? It's Possible.
As a Sr. Client Partner at Pinterest, you will develop and grow relationships with some of our most strategic and largest advertisers. Your primary responsibilities include meeting performance targets, developing new business, maintaining and expanding customer relationships, and resolving specific customer issues. By guiding clients' efforts, you'll drive value for millions of Pinners seeking inspiration and action, forming strategic alliances both internally and externally. Success in this role depends on your ability to drive substantial revenue growth and spearhead a vision for long-term client success.
We invite passionate candidates to join our US Enterprise Sales team, where we have open positions across several business sectors, in various locations. By applying for the Sr. Client Partner position, your application will be considered for all available roles that match your skills and experience. Submit your resume once, and it will be considered by multiple hiring teams.
What you'll do:
Retain and grow partner relationships, ultimately driving Pinterest revenue.
Build strong relationships with clients, agencies, C-suite, and key stakeholders both internally and externally.
Demonstrate leadership and a deep understanding of client business goals and industry trends.
Develop tailored media strategies to drive adoption of Pinterest ads.
Position Pinterest as a key platform by highlighting ad performance and impact.
Identify and communicate new growth opportunities to expand client partnerships.
What we are looking for:
Proven experience building long-term partnerships and successful negotiations.
Experience working with executive-level business and marketing leaders.
Analytical thinker, skilled at turning data and trends into clear strategies for growth.
Track record of meeting revenue goals and fostering ongoing partnership growth.
Success working in fast-paced, collaborative, and high-performance environments.
Bachelor's degree in Digital Media, SaaS Sales, or related field, or equivalent experience.
In-Office Requirement Statement:
We let the type of work you do guide the collaboration style. That means we're not always working in an office, but we continue to gather for key moments of collaboration and connection.
This role will need to be in the office for in-person collaboration 1 time per week and therefore needs to be in a commutable distance from our Atlanta, GA office.
Relocation Statement:
This position is not eligible for relocation assistance. Visit our PinFlex page to learn more about our working model.
#LI-HYBRID
#LI-AS5
At Pinterest we believe the workplace should be equitable, inclusive, and inspiring for every employee. In an effort to provide greater transparency, we are sharing the base salary range for this position. The position is also eligible for equity and incentive compensation. Final salary is based on a number of factors including location, travel, relevant prior experience, or particular skills and expertise.
Information regarding the culture at Pinterest and benefits available for this position can be found here.
US based applicants only$79,198-$138,597 USD
Our Commitment to Inclusion:
Pinterest is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best qualified people in every job. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, religion or religious creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, age, marital status, status as a protected veteran, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member) or any other consideration made unlawful by applicable federal, state or local laws. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you require a medical or religious accommodation during the job application process, please complete this form for support.
Auto-ApplyClient Relationship Manager, Analyst
Relationship manager job in Atlanta, GA
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period.
This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond.
Position Responsibilities:
Analysis
Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients
Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials
Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns
Marketing / Sales Development
Shadow a Senior Client Relationship Manager
Observe calls with Clients and Centers of Influence
Take notes from client meetings and circulate to the appropriate parties
Opportunity to attend certain industry networking and informational events
Learn the fundamentals of prospecting, applying these strategies to building one's own book of business
Ideal Candidate will Possess the Following:
Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025
Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
Strong technical and analytical orientation; ability to create financial models in Excel
Desire to want to grow into a sales professional
Detail oriented with a strong ability to organize and prioritize in a fast-paced environment
Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence
Proficiency in Microsoft Office
Proactive and takes initiative with strong follow through
Effective business writing skills
Excellent presentation skills
Positive, can-do attitude
Working Conditions/Demands/Complexity:
Required to work on a computer for a substantial part of the day
Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
Compensation / Benefits:
Attractive annual compensation package is commensurate with experience
Eligible for annual profit sharing bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Auto-ApplyClient Relationship Manager
Relationship manager job in Gainesville, GA
Tidewater specializes in the development of cutting-edge marketing campaigns allowing us to create brand awareness for industry leading clients. Our Business Development team is offering an extraordinary PAID internship opportunity for students, and entry level roles for green professionals. We are looking for ambitious and creative forward thinkers, that will engage directly with clients in order to contribute fresh ideas to our sales and marketing teams.
Responsibilities include:
Scheduling daily sales appointments and meetings
Developing and executing innovative marketing campaigns
Engaging with consumers to secure accounts and ongoing business
Cross training in all departments (Sales, Business Development, Marketing)
Staying up to date on product knowledge to provide five-star service
This entry level role allows both hands-on experience and classroom training from our nationally recognized management teams. Interns and entry level employees are to represent our company with professionalism and practice honesty and integrity in all business transactions.
Qualifications:
Ability to thrive in a fast-paced environment with competitive pay options
Exhibits a high level of urgency while delivering unmatched client satisfaction
Embodies a positive attitude, accountability, and an openness to diversity
Takes initiative in order to respond accordingly to any situation that may arise
Superb interpersonal and communication skills, both written and verbal
Those with experience or interest in any of the following categories will do well in this role: Sales, marketing, customer service, retail, athletics, restaurant, teamwork, training, campaigns, leadership, communication, outreach, advertising, business development, hospitality, adaptability, promotions, teams, clubs, fitness, problem solving, military, entrepreneurship, delivery, negotiation skills, products and services.
Auto-ApplyMerrill Market Client Relationship Manager
Relationship manager job in Alpharetta, GA
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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
* Managing the branch's Wealth Management Client Associates and Service Support Staff
* Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
* Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
* Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
* Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
* Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
* Resolving complex, escalated client service and operational needs
* Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
* Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
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.
* 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.
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, problem resolution, 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
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
Commercial Banker - Emerging Middle Market - Vice President
Relationship manager job in Atlanta, GA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Auto-ApplyCommercial Banker - Emerging Middle Market - Vice President
Relationship manager job in Atlanta, GA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
Champion a culture of innovation and a customer centric mindset
Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
Five plus years lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
Bachelor's degree and formal credit training preferred
Sales management, business development skills, proficiency in building and maintaining positive client relationships
Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
Excellent business judgment, strategic thinking, self-directed, proactive and creative
Auto-ApplyCommercial Relationship Manager, Special Accounts
Relationship manager job in Atlanta, GA
Job Description
Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep , Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys.
Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience.
Position Summary:
The Commercial Relationship Manager, Special Accounts is responsible for managing a portfolio of high-risk floorplan dealerships, primarily within the Chrysler, Dodge, Jeep, and Ram brands. This role focuses on mitigating risk, resolving distressed accounts, and overseeing activities related to loan workouts, foreclosures, bankruptcies, and loss recovery to minimize financial exposure and protect the SFS Commercial portfolio.
Essential Duties and Responsibilities:
Manage a portfolio of high-risk or defaulted automotive dealerships, including those sold out of trust (SOT).
Oversee ongoing dealer monitoring, including financial statement analysis, ratio and trend review, and formal account evaluations.
Conduct intensive loan servicing and workout activities to resolve problem loans and minimize losses.
Develop and implement action plans to address capitalization, profitability, and wholesale agreement compliance issues.
Communicate directly with borrowers to discuss defaults and determine viable resolutions.
Assess and quantify the financial impact of defaults, including unpaid lending and capital loans; recommend reserve adjustments as needed.
Coordinate with Legal on all aspects of default management, including documentation, correspondence, and court proceedings.
Monitor delinquencies and manage operational responsibilities related to dealer defaults, ensuring timely communication with key stakeholders.
Protect company assets by securing collateral, equity, or other borrower assets to minimize exposure and loss.
Other duties may be assigned; responsibilities and activities may change.
Qualifications and Competencies Required To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Required Experience:
Minimum 3 years' experience in Commercial Automotive Lending.
Education:
High school diploma and or GED.
Skills Required:
Ability to define problems, gather and analyze information systematically to identify causes and effects, develop practical solutions, and make sound decisions using good judgment and experience.
Strong performance focus with energy, enthusiasm, and resilience to achieve results, close issues, meet expectations, and support others in reaching their goals.
Ability to identify, plan, and implement measures to meet objectives and maintain quality of service; organize and prioritize work effectively; allocate resources efficiently; and conduct systematic evaluations.
Strong oral, written, and presentation communication skills.
Proficient in Microsoft Office applications, including Excel, Word, and PowerPoint.
Overtime required - N/A.
Travel 0-25% - as required on an as needed basis.
Must have reliable transportation and live within a commutable distance to one of the following cities: Atlanta, GA; Dallas, TX; Detroit, MI; Houston, TX; Phoenix, AZ.
Qualifications Preferred:
Education - Bachelor's degree in Business Administration, Economics, Finance or a related.
Experience - Comprehensive direct experience with high risk and /or default accounts.
Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand; walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision.
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
Work Schedule This position is a hybrid role, requiring in-office presence based on business needs. The role also requires flexibility to work various shifts to meet business needs, typically between the hours of 8:00 AM and 6:00 PM, Monday through Friday, with occasional weekend availability as needed. Travel requirements are estimated at 0-25%.
Stellantis Financial Services, Inc (SFS) is an equal opportunity employer and is committed to providing its employees with an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct and other legitimate business reasons.
Client Relationship Manager, Analyst
Relationship manager job in Atlanta, GA
Job Description
Winged Keel Group is an independent life insurance brokerage firm that creates and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra-high net worth families. With ten offices located throughout the United States, the firm specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Variable Life Insurance and Annuities.
Position Summary:
This is an incredible opportunity for a bright, energetic, and dynamic individual with a strong analytical capability coupled with superior communication, sales and relationship building skills. In this role, the Client Relationship Analyst is expected to develop into a market facing Client Relationship Manager responsible for sourcing and placing new opportunities following an intermediate training development period.
This role begins by learning the in-depth processes, tools and structures we use to design client insurance portfolios and requires a strong aptitude in financial math and financial modeling. The individual in this role will need to show a strong mastery of product knowledge, fundamental income and estate tax planning knowledge, and case design within their first 12 -18 months. Heavy use of Power Point, Excel, financial modeling and preparing client presentations will be required to support our Client Relationship Managers. Combing the skills of sales/relationship building and technical skills will advance you onto a path of a client facing role where you will be able to learn the fundamentals and complexities of our business, and eventually grow into sourcing and managing your own relationships with some of the most influential people in New England and beyond.
Position Responsibilities:
Analysis
Gain knowledge of life insurance products and assist in the preparation of financial analytics and reporting for the firm's ultra-high net worth clients
Run term, permanent, and private placement illustrations and work within the WKG Excel templates in support of other Designers on the team
Assist with preparing meeting materials for client meetings and calls by accessing SharePoint for grab-n-go documents and coordinating with Designers for custom materials
Monitor and review the Client Relationship Manager's calendars to note new appointments and identify needs for meeting materials
Create periodic updates of key WKG spreadsheets and modify for bespoke client fact patterns
Marketing / Sales Development
Shadow a Senior Client Relationship Manager
Observe calls with Clients and Centers of Influence
Take notes from client meetings and circulate to the appropriate parties
Opportunity to attend certain industry networking and informational events
Learn the fundamentals of prospecting, applying these strategies to building one's own book of business
Ideal Candidate will Possess the Following:
Bachelor's degree from a top tier school with a graduation date of May 2024 or May 2025
Demonstrated salesmanship; ability to be persuasive, professional and tactful in both written and verbal communication
Strong technical and analytical orientation; ability to create financial models in Excel
Desire to want to grow into a sales professional
Detail oriented with a strong ability to organize and prioritize in a fast-paced environment
Possesses the presentation and gravitas needed to interact with ultra-high net worth individuals and Centers of Influence
Proficiency in Microsoft Office
Proactive and takes initiative with strong follow through
Effective business writing skills
Excellent presentation skills
Positive, can-do attitude
Working Conditions/Demands/Complexity:
Required to work on a computer for a substantial part of the day
Frequent work in the evenings and occasionally weekends, as needed to meet deadlines
A strong fundamental skillset in the above areas from the outset. Candidate will have a unique opportunity to apply and grow these skills in a highly productive, successful, and challenging environment
Compensation / Benefits:
Attractive annual compensation package is commensurate with experience
Eligible for annual profit sharing bonus
Comprehensive benefit package includes medical, dental, life, disability, 401(k), Section 125, and other voluntary benefits.
Powered by JazzHR
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Merrill Market Client Relationship Manager
Relationship manager job in Alpharetta, GA
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 Senior Client Relationship Manager with dual reporting to the Merrill Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team responsible for sourcing, onboarding, managing, and providing ongoing development for the Wealth Management Client Associates, Service Support Staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy and partners closely with advisor teams to deliver an exceptional client service model focusing on digital solutions and enterprise capabilities.
Specific responsibilities include, but are not limited to:
Managing the branch's Wealth Management Client Associates and Service Support Staff
Overseeing the daily operations of a Merrill branch office ensuring appropriate supervision and compliance to industry regulations, and policies and procedures
Driving business growth by leading the service delivery model and wealth management banking strategy for their respective market
Hiring, developing, and leading a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service
Coaching teams to deliver a modern, digital first service model focusing on exceeding the bank's client service expectations and operational excellence goals
Ensuring client service expectations are met and exceeded while balancing the risk and exposure for Merrill
Resolving complex, escalated client service and operational needs
Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel
Proactively identifying opportunities to connect Financial Advisors and clients to the broader enterprise
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.
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.
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, problem resolution, 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
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
Auto-ApplyCommercial Banker - Emerging Middle Market - Vice President
Relationship manager job in Atlanta, GA
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
+ Champion a culture of innovation and a customer centric mindset
+ Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
+ Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
+ Five plus years lending or credit support related experience with a focus on business relationships
+ Understanding of Commercial Banking products and services
+ Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
+ Ability to collaborate with internal partners and resources
+ Demonstrated experience of meeting or exceeding sales goals
+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
+ Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
+ Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
+ Bachelor's degree and formal credit training preferred
+ Sales management, business development skills, proficiency in building and maintaining positive client relationships
+ Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
+ Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans