Relationship manager jobs in Jupiter, FL - 573 jobs

Lighthouse Point, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************************** **:** 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 + Portuguese Language Required **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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Relationship Manager III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio. Depth & Scope: Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions Accountable for sales and / or delivery of solutions across business lines and segments Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals Executes and may direct others in complex account management processes - structures sophisticated solutions and advice Impacts a range of sales achievement for strategic accounts Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels Works autonomously as the 'lead' and guides members within area of expertise Identifies and leads problem resolution for complex requirements related issues at all levels . Education & Experience: Undergraduate degree 7+ years relevant experience In-depth understanding of commercial industry, business development techniques and credit decisions Proven business development track record, with proven ability to conceptualize and implement effective new business strategies Extensive network of outside referral sources for new business Excellent credit and financial analysis skills Effective negotiation skills Customer Accountabilities: Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval Leads all aspects of relationship management for an assigned portfolio /segment and/or geography Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience Acst as a trusted advisor expected to meet the needs of customers by providing creative products / solutions Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs Develops community relationships and membership in civic and professional organizations, including active participation in networking events Shareholder Accountabilities: Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth Plans and executes business development activities, review and communicate results, and adjust tactics accordingly Promotes and offers full suite of products, sales, services and banking capabilities Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation Contributes to business objectives for Operational Excellence Supports the timely and accurate completion of business processes and procedures Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations Identifies, suggests and actively participates in process improvement opportunities Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations Ensures necessary due diligence to support the accuracy of all customer transactions / activities Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Employee/Team Accountabilities: Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques Participates in personal performance management and development activities, including cross training within own team Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships. Contributes to a fair, positive and equitable environment that supports a diverse workforce Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% Domestic Travel - Occasional International Travel - Never Performing sedentary work - Continuous Performing multiple tasks - Continuous Operating standard office equipment - Continuous Responding quickly to sounds - Occasional Sitting - Continuous Standing - Occasional Walking - Occasional Moving safely in confined spaces - Occasional Lifting/Carrying (under 25 lbs.) - Occasional Lifting/Carrying (over 25 lbs.) - Never Squatting - Occasional Bending - Occasional Kneeling - Never Crawling - Never Climbing - Never Reaching overhead - Never Reaching forward - Occasional Pushing - Never Pulling - Never Twisting - Never Concentrating for long periods of time - Continuous Applying common sense to deal with problems involving standardized situations - Continuous Reading, writing and comprehending instructions - Continuous Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Palm Beach, FL area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Top-tier Wealth Management Firm seeks Senior Relationship Manager in West Palm Beach to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development. Manage client portfolios and implement sophisticated investment and asset allocation strategies Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services The firm has a team of Business Development Officers to help facilitate new business opportunities Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters Requires 8+ years' strong relationship management background with deep technical exposure to either investment management and/or financial planning; CFA or MBA preferred

Hours: 40 Pay Details: $115,440 - $173,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Relationship Manager III services the needs of large/complex business portfolios, customizing a broad range of products and services to meet the financial needs of TD's customers. The job acquires, develops and manages commercial banking relationships by providing customized solutions across different commercial segments to build a strategy that is right for the customer now, and in the future with a focus on growing the portfolio by providing financial solutions and developing new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer's operating environment, structures and packages practical and competitive solutions that demonstrate an understanding of their financing, cash management and overall business needs to add value to the customer's portfolio. Depth & Scope: * Highly seasoned professional role requiring substantial expertise in a customer segment or product / service line * Originates and monitors larger loans with moderate to complex credit needs and/or supports a growing Region or a Region with more complex relationships and transactions * Accountable for sales and / or delivery of solutions across business lines and segments * Recommends best practices to improve products or services; integrates a deep understanding of target customer market and dynamics * Anticipates, identifies and interprets market trends, and applies this knowledge to serve the needs of the customers * Manages existing strategic accounts/opportunities that represent the business segments largest/most important accounts and/or takes a significant business development focuses * Solves or may lead others to solve complex problems; leads efforts to develop new product and service solutions or structure complex deals * Executes and may direct others in complex account management processes - structures sophisticated solutions and advice * Impacts a range of sales achievement for strategic accounts * Guides and influences customers and stakeholders; converts information to compelling business context and advice at increasingly senior levels * Works autonomously as the 'lead' and guides members within area of expertise * Identifies and leads problem resolution for complex requirements related issues at all levels . Education & Experience: * Undergraduate degree * 7+ years relevant experience * In-depth understanding of commercial industry, business development techniques and credit decisions * Proven business development track record, with proven ability to conceptualize and implement effective new business strategies * Extensive network of outside referral sources for new business * Excellent credit and financial analysis skills * Effective negotiation skills Customer Accountabilities: * Responsible for growth goals (loans, deposits, fees), both individually and within the team, through development of new business Customers and cross selling existing Customers as well as an established network of resources * Makes sales calls and may coordinate sales calling efforts, gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions * Contributes and/or provides recommendation to loan decision process based on evaluation of credit risk and other key factors from Credit Management * Negotiates specific terms and conditions and communicate credit decisions to prospects and Customers as directed by policy and/or credit approval * Leads all aspects of relationship management for an assigned portfolio /segment and/or geography * Delivers exceptional customer service at every interaction and execute on plans to continuously improve the customer experience * Acst as a trusted advisor expected to meet the needs of customers by providing creative products / solutions * Actively uses sales platforms to build a robust understanding of customer / target needs, industries, and markets * Understands customer's operating environment, structure unique financing, cash management and overall business needs to add value to the customer * Actively generates referrals to all business partners in the Bank to help meet the comprehensive financial needs of TD customers * Develops a clear retention plan for assigned portfolio deposits and loans within the specified territory * Possesses and constantly enhances expert knowledge of the market, customers, and broader economic factors * Identifies and responds to changes in the business environment and establishing action plans to address customer issues and priorities * Identifies customer / prospect referral opportunities to internal Bank partners that meet customer needs * Develops community relationships and membership in civic and professional organizations, including active participation in networking events Shareholder Accountabilities: * Develops/implements sales strategies to proactively attract, acquire and retain customers / sales opportunities and referrals, to increase profitability and enable business growth * Plans and executes business development activities, review and communicate results, and adjust tactics accordingly * Promotes and offers full suite of products, sales, services and banking capabilities * Assesses credit requests to determine risk and make appropriate recommendations for structuring credit deals * Contributes to credit applications with a high quality of risk assessment, credit structure, due diligence, and credit presentation * Contributes to business objectives for Operational Excellence * Supports the timely and accurate completion of business processes and procedures * Protects the interests of the organization - identify and manage risks, and escalate non-standard, high risk transactions / activities as necessary * Ensures documentation that is prepared / completed is accurate and properly reflects client / business intentions and is consistent with relevant rules / regulations * Identifies, suggests and actively participates in process improvement opportunities * Actively manages relationships within and across various business lines/ corporate and/or control functions and ensure alignment with enterprise and/or regulatory requirements * Participates in cross-functional / enterprise initiatives as a subject matter expert helping to provide guidance for complex situations * Ensures necessary due diligence to support the accuracy of all customer transactions / activities * Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assess potential impacts * Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite * Assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct Employee/Team Accountabilities: * Participates fully as a member of the team, support a positive work environment that promotes service to the business, quality, innovation and teamwork and ensure timely communication of issues/ points of interest * Provides thought leadership and/ or industry knowledge for own area of expertise in own area and participate in knowledge transfer within the team and business unit * Keeps current on emerging trends/ developments and grow knowledge of the business, related tools and techniques * Participates in personal performance management and development activities, including cross training within own team * Keeps others informed and up-to-date about the status / progress of projects and / or all relevant or useful information related to day-to-day activities * Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices. * Leads, motivates and develops relationships with internal and external business partners / stakeholders to develop productive working relationships. * Contributes to a fair, positive and equitable environment that supports a diverse workforce * Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal with problems involving standardized situations - Continuous * Reading, writing and comprehending instructions - Continuous * Adding, subtracting, multiplying and dividing - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

Private Banking Relationship -Manager Palm Beach County, FL FinTrust Connect has partnered with a leading regional financial services company that is rapidly expanding its credit operations and is looking to hire a Private Banking Relationship Manager in Palm Beach County, FL. The successful candidate will be responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to prospects, analyzing financial data and needs, and cross-selling products and services. Why this opportunity? Culture: This regional bank has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. This is an organization with a market-centric approach that enables you to remain nimble and in tune with the local economy. Workplace (Remote, On-site, Hybrid): Hybrid in Palm Beach County, FL Function: the business development of professional high net worth individuals and their related businesses Requirements: Bachelor's degree, at least 2 years of experience or equivalent combination of education and experience 3-5 years of experience in private banking relationship management role or related business lending experience. Knowledge of cash flow and business credit underwriting with commercial credit training preferred. Demonstrated business acumen with knowledge of diverse types of businesses, industries, markets, financial and economic concepts. Description: Maintain a client portfolio for the bank ( Expand existing client relationships and develop new relationships which generate incremental revenue for the bank. Work with Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers, make loan pricing recommendations, and structure loans (terms, covenants, collateral, guarantees, etc). Maintain a thorough knowledge of bank's lending policies and regulatory requirements with a particular knowledge of Consumer regulations. An ability to work with multiple channels to solve the client need: consumer, business banking and commercial. Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Identify portfolio weaknesses and trends and alert team of deteriorating portfolio conditions, if any.

United Community Bank is hiring a Commercial Relationship Manager (CRM). The CRM is a Senior Commercial banking and sales professional responsible for new business acquisition and the deepening of a existing client relationships. The ideal candidate will have a solid understanding of commercial credit and commercial banking services and must also possess strong sales and relationship building acumen. What You'll Do Develop and grow relationships. This includes making loans, obtaining deposit integrating cash management services, and offering other bank services. Actively monitor the financial health of the relationships you manage and be able to clearly communicate any changes or new opportunities to internal partners. Establish yourself in the market through exemplary customer service, creative thinking/idea sharing, and relentless networking Direct and supervisor the entire loan closing process to ensure adherence to company loan policies and procedures Provide guidance to credit analysts and/or portfolio managers Take a balanced approach to quality, profitability, and growth Advocate for your clients within the context of United Community's credit standards and current economic conditions Network with clients to identify avenues for new business opportunities Requirements For Success Bachelor's Degree in business, economics, finance or accounting OR equivalent combination of education, training, and experience 5+ years of commercial and/or middle market banking experience Strong understanding of credit, commercial products, and financial statement analysis Sales and relationship building skills Proven ability to achieve individual goals while working within a team-based sales environment Proven ability to effectively communicate historical, current, and projected financial trends, ratios, and risks to clients and bank-internal partners alike Proven ability to work independently toward reaching and exceeding quarterly and annual goals Active in the Community through industry groups, networking events, and board/volunteer services Conditions of Employment Must be able to pas a criminal background & credit check FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $0.00 - USD $0.00 /Yr.

Job Description The Client Relations Manager is an experienced individual contributor responsible for delivering a high-quality customer service and client support experience. This role focuses on day-to-day execution of customer service activities, accurate order processing, and proactive communication with customers, sales, and internal operations teams. The Client Relations Manager supports the development and continuous improvement of customer service processes by providing input, feedback, and recommendations, but does not have direct supervisory or people-management responsibility. The role requires a strong working knowledge of the customer base, products, pricing, and internal systems in order to support customer satisfaction, retention, and operational efficiency. This position performs a combination of customer-facing, administrative, and clerical duties, including order entry, quotations, returns, credits, and coordination of shipping and billing documentation. RESPONSIBILITIES & DUTIES Serve as a primary point of contact for customers, visitors, and Health Care Professionals regarding customer service-related inquiries. Process sales orders, quotations, returns, credits, and other shipping or billing documentation accurately and in accordance with company procedures. Gather customer information, assess needs, and provide accurate product and service information to support purchasing decisions and issue resolution. Obtain and enter customer details including billing information, purchase orders, product numbers, and specifications into the company ERP system. Create and maintain customer service inquiries, including coordination of drop-ship orders and invoice processing for direct shipments. Coordinate with customers to request, receive, and validate purchase orders and billing documentation. Support contract administration activities, including maintaining contract records and communicating approved pricing or contract changes to customers. Coordinate Return of Merchandise Authorizations (RMAs) between customers and internal operations teams. Support customer complaints, Nonconformance Reports (NCRs), Corrective and Preventive Actions (CAPAs), and adverse events by collecting required information and documenting events in accordance with the company's Quality Management System. Maintain a working knowledge of products, pricing, procedures, and policies through training, documentation, and internal communications. Provide feedback and insights to management regarding customer needs, trends, recurring issues, and opportunities for process improvement. Assist with shipping and receiving activities and other operational or administrative tasks as assigned. Perform general office and clerical duties, including answering telephones, typing, document scanning, filing, and office equipment operation. Support onboarding of new customer service team members by sharing process knowledge and best practices, as requested REQUIRED QUALIFICATIONS Experience Minimum of 3-5 years of experience in a customer service, client relations, order management, or administrative support role, preferably in a regulated, manufacturing, distribution, or medical device environment Demonstrated experience processing sales orders, quotations, returns, and customer inquiries within an ERP system. Experience working directly with customers, sales teams, and internal operations to resolve issues and support customer satisfaction. Familiarity with quality or compliance-driven environments (e.g., ISO, FDA, or similar) is preferred. Education Associate's degree in Business Administration, Communications, or a related field required; Bachelor's degree preferred. Equivalent combination of education and relevant work experience may be considered in lieu of a degree. Skills & Competencies Strong written and verbal communication skills. High attention to detail and accuracy in data entry and documentation. Proficiency in Microsoft Office applications (Word, Excel, Outlook). Ability to manage multiple tasks and priorities in a fast-paced environment. Strong customer focus with a problem-solving mindset. Ability to work independently while collaborating effectively with cross-functional teams. NOTE: All employees will be crossed trained various areas. At any point in time an employee may be asked by the manager to perform responsibilities outside the areas indicated above.

Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities Develop new and manage existing client relationships, providing exceptional service that exceeds expectations Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads Develop strong internal partnerships across all lines of business in order to best meet client's specific needs Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence Proven trusted relationship builder with a track record of delivering an exceptional client experience Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients Demonstrated understanding of investments, wealth planning, credit and banking concepts Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills A bachelor's degree Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Palm Beach area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you ready for what's next? Come explore opportunities within Brunswick, a global marine leader committed to challenging conventions and innovating next-generation technologies that transform experiences on the water and beyond. Brunswick believes “Next Never Rests™,” and we offer a variety of exciting careers and growth opportunities within united teams defining the future of marine recreation. Summary of Position: The IT Business Relationship Manager (BRM) for Land n Sea parts and accessories distribution business serves as the strategic liaison between the Information Technology department and the Parts & Accessories Distribution business unit. This role is responsible for ensuring IT initiatives align with business objectives, driving digital transformation, and optimizing technology solutions across all distribution operations including ecommerce, warehouse management, and B2B customer interactions. Primary Duties and Responsibilities: Business Partnership & Leadership Engagement Serve as the primary IT contact for Land n Sea leadership, establishing trusted advisor relationships with executive stakeholders and department heads Participate in business planning sessions to understand strategic priorities, challenges, and growth initiatives Translate business requirements into actionable IT strategies and solution roadmaps Present technology recommendations, project updates, and performance metrics to leadership teams Partner with the Mercury functional specific BRMs to ensure solution alignment and prioritization Strategic Technology Planning Develop and maintain a comprehensive IT roadmap aligned with business unit objectives and company-wide technology standards Identify opportunities to leverage technology for competitive advantage in B2B ecommerce, inventory management, and distribution operations Partner with Enterprise IT leadership to align solutions and prioritize investments Ecommerce & Digital Solutions Partner with the Enterprise Digital Delivery team to drive the optimization of B2B ecommerce platform to enhance customer self-service capabilities Collaborate with business teams to improve online ordering experiences, catalog management, pricing engines, and customer portal functionality Distribution & Warehouse Operations Partner with operations teams and Distribution BRM to optimize warehouse management systems (WMS) across multiple distribution centers Support technology initiatives for inventory accuracy, order fulfillment automation, and logistics optimization Project & Change Management Lead or support IT projects from concept through implementation, ensuring alignment with business requirements and successful user adoption Coordinate cross-functional project teams including IT developers, business analysts, vendors, and business stakeholders Manage change processes to ensure minimal disruption to operations and effective training for end users Monitor project budgets, timelines, and deliverables to ensure successful outcomes Performance & Continuous Improvement Conduct regular business reviews to assess technology effectiveness and identify improvement opportunities Gather feedback from business stakeholders and end users to drive continuous enhancement of IT services Support incident resolution and escalation processes for critical business systems Basic Qualifications: Experience Bachelor's degree in Information Systems, Computer Science, Business Administration, or related field; advanced degree preferred 7+ years of experience in IT roles with progressive responsibility, including at least 3 years in business relationship management, business analysis, or similar client-facing positions Demonstrated experience in B2B business environments, preferably in distribution, wholesale, or supply chain industries Experience with multi-warehouse distribution operations and associated technologies (WMS, TMS, ERP) Proven track record of successfully delivering complex IT projects in operational business environments Technical Knowledge Strong understanding of enterprise systems including ERP platforms (Oracle, Microsoft Dynamics, or similar), warehouse management systems, and ecommerce solutions Familiarity with integration technologies, APIs, EDI, and data exchange protocols common in distribution networks Knowledge of supply chain management concepts, inventory optimization, and order fulfillment processes Awareness of emerging technologies such as automation, AI/ML applications in supply chain, and cloud solutions Business Acumen Ability to analyze business processes and identify opportunities for technology-enabled improvement Experience with business case development, ROI analysis, and technology investment justification Understanding of parts and accessories industry dynamics is highly desirable Skills & Competencies Exceptional communication skills with ability to translate technical concepts for non-technical audiences and business requirements for technical teams Strong relationship-building capabilities and executive presence to interact confidently with senior leadership Strategic thinking with ability to balance long-term vision with short-term operational needs Analytical mindset with problem-solving orientation and attention to detail Change management expertise with ability to drive user adoption and manage organizational resistance Preferred Qualifications Professional certifications such as PMP, ITIL, Business Relationship Management Professional (BRMP), or similar credentials Knowledge of automotive, industrial, or aftermarket parts distribution preferred Experience implementing or upgrading major enterprise systems in distribution environments Personal Attributes Customer-focused mindset with commitment to delivering value to internal business partners Collaborative approach with ability to work effectively across organizational boundaries Adaptability and resilience in fast-paced, changing business environments Proactive and self-motivated with strong initiative and ownership mentality Ethical conduct and sound judgment in handling sensitive business information The anticipated pay range for this position is $118,400 - $174,000 annually. The actual base pay offered will vary depending on multiple factors including job- related knowledge/skills, relevant experience, business needs, and geographic location. In addition to base pay, this position is eligible for an annual discretionary bonus. At Brunswick, it is not typical for an individual to be hired at or near the top end of the salary range for their role. Compensation decisions are dependent upon the specifics of the candidate's qualifications and the business context. This position is eligible to participate in Brunswick's comprehensive and high-quality benefits offerings, including medical, dental, vision, paid vacation, 401k (up to 4% match), Health Savings Account (with company contribution), well-being program, product purchase discounts and much more. Details about our benefits can be found here. Why Brunswick: Whatever tomorrow brings, we'll be at the leading edge. As the clear leader in the marine industry, we're committed to our values and supporting our exceptional people. We offer and encourage growth opportunities within and across our many brands. In addition, we're proud of being recognized for making a splash with numerous awards! About Brunswick: Brunswick Corporation is a leader in the marine industry, and we're looking for people just like you to take part in the movement towards better boating for all. We rely on the thoughtful input of people from all backgrounds to create compelling, innovative products for our customers around the globe. As such, diversity, equity, and inclusion are priorities in the enduring culture of our company. As a world leader in emerging recreational products and technologies, when you join our team, you become part of some of the most innovative, forward-looking brands in the marine industry today. Next is Now! We value growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical requirements of a job. If your experience is close to what you see listed here, please still consider applying. Brunswick is an Equal Opportunity Employer and considers all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other characteristic protected by federal, state, or local law. Diversity of experience and skills combined with passion is key to innovation and inspiration and we encourage individuals from all backgrounds to apply. If you require accommodation during the application or interview process, please contact ****************************** for support. For more information about EEO laws, - click here Brunswick and Workday Privacy Policies Brunswick does not accept applications, inquiries or solicitations from unapproved staffing agencies or vendors. For help, please contact our support team at: ****************************** or ************. All job offers will come to you via the candidate portal you create when applying through a posted position through https:///************************** If you are ever unsure about what is being required of you during the application process or its source, please contact HR Shared Services at ************ or ******************************. #Brunswick Corporation - Mercury Marine

Allied Universal , North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While working in a dynamic, welcoming, and collaborative workplace, you will be part of a team that contributes to a culture that positively impacts the communities and customers we serve. Job Description Allied Universal is hiring a Client Manager. As a Client Manager, you will build long term meaningful client relationships and lead our front-line employees that deliver our security services throughout a designated portfolio. By promoting strong employee engagement, you will drive operational metrics and deliver world-class services to clients across various vertical markets. Aligning with our iCARE Leadership approach, you will be a guide on our journey to be an employer of choice in the service industry by fostering an exceptional employee experience. Payrate $66K w/Bonus potential “Ready to manage the security of major clients? We're ready for you.” “Step into a role where no two days are the same.” “Boss up in security - manage teams, elevate service and drive results.” RESPONSIBILITIES: Caring Leadership, Client Engagement, and Operational Oversight: Hire, develop and retain front line staff, including Security Officers, Field Supervisors and Operations Managers, for small to medium-sized clients within your designated portfolio Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability Oversee and maintain client performance metrics, including budget management, accounts receivable, accounts payable, and overall account health, ensuring alignment with EBITA targets Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction Deliver high-quality service to our clients while maintaining industry standards, company policies, and regulatory requirements Establish a culture of safety by developing action plans that aid in the prevention of work-related injuries By infusing our core values of agility, reliability, caring, teamwork, integrity, safety, and innovation into your leadership approach, you will not only achieve success in your role but also contribute to the positive culture and growth of the organization. QUALIFICATIONS (MUST HAVE): Must possess one or more of the following: Bachelor's degree in criminal justice, business, or a related field with a minimum of two (2) years of professional level experience managing hourly employees in a fast-paced service organization Associate's degree in criminal justice, business, or a related field with a minimum of three (3) years of professional level experience managing hourly employees in a fast-paced service organization High School diploma with a minimum of five (5) years of professional level experience managing hourly employees in a fast-paced service organization Current driver's license if driving a company vehicle, or personal vehicle in the course of conducting business (e.g., client visits, attending networking events) Minimum of two (2) years of experience driving operational goals Skilled in managing a large and dispersed team that fosters teamwork, innovation, agility, client relations and achieving desired results Ability to maintain a profitable book of business by cross-collaborating and utilizing results-oriented problem-solving skills to meet both client and employee growth and satisfaction Proficiency in web-based applications and computer systems, including Microsoft Office Knowledge of safety protocols and service deliverables Ability to interpret financial data and use it to support decision-making; understanding of financial principles, including budgeting and financial reporting Proficiency in prioritizing tasks, meeting deadlines, and managing multiple projects efficiently Excellent oral and written communication skills PREFERRED QUALIFICATIONS (NICE TO HAVE): Law enforcement, military and/or contract or proprietary security services experience Experience managing a dispersed workforce in a multi-location operation Experience with (BI) Business Intelligence tools for metrics analysis, reporting, automation, and presentations BENEFITS: Medical, dental, vision, basic life, AD&D, and disability insurance Enrollment in our company's 401(k)plan, subject to eligibility requirements Eight paid holidays annually, five sick days, and four personal days Vacation time offered at an accrual rate of 3.08 hours biweekly. Unused vacation is only paid out where required by law. Closing Allied Universal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race/ethnicity, age, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability, protected veteran status or relationship/association with a protected veteran, or any other basis or characteristic protected by law. For more information: *********** If you have difficulty using the online system and require an alternate method to apply or require an accommodation, please contact our local Human Resources department. To find an office near you, please visit: ***********/offices. Requisition ID 2026-1511407

Job DescriptionAccount Manager - PolicyBindStop Managing. Start Dominating. Location: Remote-First (US) | Contract: 1099 Independent Contractor | Compensation: $60,000 - $75,000 + Uncapped Performance Bonuses The Reality Check While other companies are playing catch-up with "digital transformation," PolicyBind is rewriting the rules of insurance technology. We're not looking for someone to manage accounts-we need a strategic weapon who turns client relationships into revenue engines. This isn't about sending weekly check-in emails or updating spreadsheets. This is about becoming the most valuable person in your clients' business ecosystem. What Victory Looks Like Own the Kingdom: You're not just managing accounts-you're running million-dollar relationships like your own business Hunt and Harvest: Identify expansion opportunities that others miss, then execute with surgical precision Speak Their Language: Navigate C-suite conversations with insurance executives who've seen every pitch in the book Move Fast, Win Big: In a market where speed kills, you're the one pulling the trigger first Build Your Empire: Develop a portfolio of accounts that generates serious money while you sleep Your Weapons Arsenal Essential Firepower: 3+ years turning account management into account domination (insurance/fintech strongly preferred) Proven track record of exceeding revenue targets (we check references) Executive presence that commands respect in boardrooms Data-driven decision making that turns insights into income Relationship-building skills that create advocates, not just clients Bonus Ammunition: Insurance industry network (gold mine) SaaS/technology platform experience Track record with enterprise-level accounts ($500K+ annual value) History of building something from zero to hero The PolicyBind Advantage Why Winners Choose Us: Cutting-Edge Product: Our platform is years ahead of traditional insurance tech Market Timing: Insurance is finally ready for disruption-be part of the revolution Uncapped Earning Potential: Performance bonuses that reflect your impact Direct CEO Access: Your ideas reach decision-makers, not middle management Remote Freedom: Work from anywhere, but deliver everywhere What We Actually Offer: Base compensation: $60,000 - $75,000 (negotiable for the right hustler) Performance bonuses that can double your income Equity package (because we're building something huge) Unlimited PTO (for adults who manage their own time) $2,000 annual learning budget Latest tech setup delivered to your door 1099 contractor freedom (write off your home office, set your own schedule) The Hard Truth This role isn't for everyone. We move fast, expect excellence, and don't coddle mediocrity. You'll be managing high-stakes accounts where million-dollar decisions happen daily. Some weeks you'll be a consultant, others a closer, sometimes a strategic advisor. If you need constant direction, detailed processes, or hand-holding-this isn't your fight. If you thrive on autonomy, get energized by complex challenges, and want to be measured by results, not hours-let's talk. Your First 90 Days Month 1: Master our platform, meet your account portfolio, identify quick wins Month 2: Execute first expansion opportunity, establish strategic relationships Month 3: Present your account growth strategy and start building your empire PolicyBind is building the future of insurance technology. Join us, or watch from the sidelines. Equal opportunity employer committed to building a diverse team of high-performers. Powered by JazzHR 0yEGIlCOVf

JobID: 210699270 JobSchedule: Full time JobShift: : Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorgan Chase capabilities addressing the client's full financial picture. As part of a local team, you will collaborate with partners across various lines of business within JPMorgan Chase, leveraging referral networks to connect clients across all sectors. This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment. Job responsibilities * Develop new and manage existing client relationships, providing exceptional service that exceeds expectations * Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations * Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads * Develop strong internal partnerships across all lines of business in order to best meet client's specific needs * Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach * Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities, and skills * A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence * Proven trusted relationship builder with a track record of delivering an exceptional client experience * Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients * Demonstrated understanding of investments, wealth planning, credit and banking concepts * Required Licenses: Series 7 and 66 (or 63 and 65). Unlicensed candidates considered, but required to obtain licenses within 150 days of start date Preferred qualifications, capabilities, and skills * A bachelor's degree * Experience cultivating relationships through delivering Home or Business lending needs FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is located in the Palm Beach area and will report in the office. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

Are you looking for an organization that values your experience? Are you a skilled customer service professional ready to take your career to the next level? If so, keep reading! Tropical FCU (TFCU) is a Sun-Sentinel Top Workplace for EIGHT years in a row. Being part of TFCU will provide you with opportunities to engage by learning, growing, contributing, collaborating, and developing professionally. Join us for a great employee experience focused on engaging employees and members alike. BRM Summary: Individuals on the job are responsible for assisting Tropical Financial Credit Union in achieving its purpose of guiding members successfully through the financial marketplace as we aim to build a customized solution to support the professional business segment, such as doctors and lawyers, among other professional practices, in a private banking-type atmosphere. Develop and support relationships with commercial and small business prospects and identify opportunities to convert them into qualified business members with the credit union, including acting as a business relationship manager for each relationship. Essential Duties and Responsibilities include the following. Other duties may be assigned. * Adhere to the Service Standards of Excellence defined by Tropical Financial Credit Union. * Generate, retain, and expand small business banking relationships to new and existing customers through referrals, centers of influence and direct prospecting with a concentration to small business generating between 1 million -10 million annual revenues, offering a full suite of business banking and treasury management banking solutions. * Call on existing or prospective small business clients in order to build new business and capitalize on opportunities, focusing efforts on depository products, including, but not limited to business checking, business savings, IOLTA accounts and Money Markets. * Use diverse communication strategies, referral relationships with internal and external partners, and existing business relationships to cultivate new business from customers and grow the market share by acquiring new customers. * Initiates calls independently or with other lines of business to develop new business with prospects that have moderate and complex financial needs. * Consistently meet established calling and referral targets. Maintain knowledge of industry trends, products, and technology to broaden new business opportunities and be responsive to competitive services and offers from other financial institutions. * Provides support in identifying target market segments in order to secure Tropical Financial Credit Union's position as a broad-based provider of commercial financial services based on member trust and loyalty. * Supports the development of business relationships and effectively communicates to pursue leads, close business, and cross-sells consumer and business services. * Provide support in maintaining business relationships including but not limited to professional practitioners, doctors, lawyers, accountants, dentists, key business owners, and real estate investors to maintain community awareness of Credit Union products and services. * Adheres to established department and organization policies, procedures, objectives and quality standards to ensure consistent compliance with all applicable Tropical Financial Credit Union, state and federal regulations. * Maintains comprehensive knowledge of the Bank Secrecy Act, Customer Identification Program, USA Patriot Act, OFAC, Fair Lending and Credit Card Act. * BSA Compliance: every employee is required to uphold the credit union's compliance with the Bank Secrecy Act and anti-money laundering policies and procedures. Specific functions within TFCU will take into consideration the awareness of unusual or suspicious activity that is relevant to the department. * In addition to any other assigned training courses, online BSA and OFAC courses must be completed annually, as made available by the Training and/or Compliance Departments. * Ensure ongoing individual compliance with all regulatory requirements established in the SAFE Act, if required. * Comply with all TFCU policies and procedures to ensure compliance with such regulations. * Performs related duties as required with or without accommodation. We offer Excellent Benefits such as: * Medical, Rx, Dental, and Vision Insurance * Retirement Profit Sharing 401K Plan * Accident, Cancer and Hospital Indemnity Plan * Prepaid Legal * Voluntary Life Insurance * Pet Discount Program * Paid Time Off/ 11 Paid Holidays * Tuition Reimbursement/Student Loan Paydown Program * And so much more! Expectations: * The Business Relationship Manager is responsible for adhering or exceeding the goals of soliciting new deposit relationships and expanding existing relationships of all business types to increase retail deposits, market share, and profitability * Consistently generate and develop new business relationships through networking, building relationships with referral sources, and prospecting. * Analyze client needs and make recommendations for appropriate financial products and services to best meet the client's needs. * Maintains and deepens existing commercial client relationships through regular outreach and engagement. * Establish and maintain ongoing relationships with industry influencers and key community and strategic partners. * Participate frequently in local business and community organizations as a representative of the CU. * Partner with retail and other LOB partners to develop and execute strategies to meet production goals. * Responsible for the onboarding experience including deposit accounts, cash management, etc. * Respond swiftly to client inquiries and own issues through to conclusion. * Ensure all activities, transactions, and records are in compliance with operational, security, and control procedures of the Bank, as well as all applicable laws and regulations. Qualifications: 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 accommodations may be made to enable individuals with disabilities to perform the essential functions. * BS or BA degree, or appropriate experience may be substituted * 5 or years' experience in banking - commercial/small business or private banking is preferred * Knowledge of the Martin, Palm Beach, and Broward and Miami-Dade counties markets preferred. * Must have proven, verifiable experience and sound knowledge developing relationships within the field. * Must have excellent written and verbal communication skills, both oral and written * An individual in this position is required to interact regularly with all credit union employees and external parties such as realtors, business leaders, and closing agents etc., therefore outstanding interpersonal skills are a must. * Ability to work independently, with minimal supervision at times. * Ability to facilitate presentations to individuals and groups * Individual in the position must be performance driven. * Analytical thinking required * Assists with projects when needed and recommends products and services based on market demand. 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. While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand, walk, sit and use hands to handle or touch. The employee is occasionally required to reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel, up to 25%.

The Private Client Relationship Manager will provide business depository, treasury management, and business lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Performs all other duties as assigned. QUALIFICATIONS Ten plus years of work experience in Private Banking or Financial Services Bachelor's Degree required Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client's behalf PREFERRED QUALIFICATIONS Proactive, takes initiative, and uses critical thinking to solve problems Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements. About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

p.msonormal, li.msonormal { } * { } a:link { } a:visited { } * { } * { } CSPi (NASDAQ:CSPI) maintains two distinct and dynamic divisions - High Performance Products and Technology Solutions - with a shared vision for technology excellence. CSPi's High Performance Products division offers extreme-performance Ethernet products for diverse applications, including cyber security, financial trading, content creation/distribution, storage networking applications,as well computer signal processing systems. CSPi's Technology Solutions division provides innovative technology solutions for network solutions,wireless & mobility, unified communications &collaboration, data center solutions, advanced security, along with professional and managed services across those technology focus areas. CSPi Technology Solutions is proud to be an equal opportunity employer, focused on recruiting and retaining top talent at every level. We employ people who strive to deliver value and support to our growing client base. Our Technology Solutions division is headquartered in Deerfield Beach, Florida, with additional offices throughout the United States and Europe. We are always looking for motivated individuals to join our team and invite you to build your career with us. For more information, please visit ************* As a Client Manager - Technology Sales, you will be prospecting for new business, direct client engagement, working with technology partners to increase product knowledge and efficiency, and whenever possible, leveraging these partners' relationships to drive sales into end user accounts. You will be managing both an indirect customer procurement and direct customer engagement model. Duties and Responsibilities: Achieve assigned quota targets through collaboration with partners and independent prospecting activities and manage pipeline via CRM Act as solution expert to clients Engage clients at a detailed level to gain an understanding of the business issues and objectives driving the client's needs Contribute to strategic planning activities across existing & prospective client bases to identify and position opportunities Maintain strong technical awareness of assigned products, professional and managed services and general knowledge of other service offerings within CSPi Technology Solutions Maximize key partner/vendor programs (such as Attach Rate, VIP, OIP, TIP, CAR etc.) Drive account planning and solution awareness initiatives with CSPi Technology Solutions partners Qualifications and Requirements: VAR or System Integration experience Preferred Sales experience in IT Solutions using: Network Solutions (Cisco/Juniper), Wireless & Mobility (Cisco/Aruba/Citrix), Unified Communications & Collaboration (Cisco/Avaya), Data Center Solutions (EMC/NetApp/Cisco/Citrix/F5) and Advanced Security (Cisco/Juniper/Palo Alto/FireEye) Sales experience in Professional and Managed IT services Bachelor's degree or equivalent experience Three-Five years prior client account management experience in a high tech environment in an indirect sales and procurement environment with a demonstrated track record of success in driving customer adoption of technology. Knowledge of sales techniques and processes including the ability to understand customer needs, overcoming objections, ROI analysis, closing the sale Knowledge of technology products is required Prior experience using CRM products (Microsoft CRM and/or Salesforce.com, etc.) is a plus Excellent oral and written communications skills, as well as excellent presentation skills Strong work ethic, attitude and follow through ability CSPi is an Equal Opportunity/Affirmative Action Employer. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, or any other characteristic protected by applicable law.We will contact only those who are a potential match. As part of our pre-employment process, we require that applicants agree to submit to background screenings.

Now Hiring! Business Relationship Manager with: Junior Achievement of South Florida Full Time, Exempt Hours: Regular work hours are Monday - Friday, 8:30am - 5pm, however fulfilling responsibilities and meeting goals may require additional hours. The position may require early mornings and/or evenings and occasional weekends. Job Summary: The Business Relationship Manager will identify, recruit, manage, and retain relationships with businesses to employ students as interns. Supervisory Responsibilities: None Duties & Responsibilities: Identify and recruit potential employers: using prospecting tools and other tools, research and identify local businesses interested in hosting high school interns based on industry demand and student interests. Develop and maintain relationships with employers: Build strong relationships with businesses through networking, regular communication, and personalized outreach. This includes activities such as proactively participate in relevant networking groups to create and foster connections, share insights, and stay abreast of industry trends. Provide ongoing support to employers: Offer guidance and resources to employers throughout the internship period and address any concerns or issues that may arise. Monitor and evaluate the program's effectiveness: Assist in collecting employer feedback and data. Participate with team to prepare and support students before, during and after their internship experience. Develop informational sessions (virtual and in person) to educate employers on the benefits of hiring high school (and college) interns; how to create an internship program; onboarding interns, etc. Organize events to recognize and thank employers for their participation in internship program Other related duties as assigned. Required Skills & Abilities: Business Development & Sales Acumen Ability to identify potential employer partners and effectively pitch the value of the internship program. Skilled in lead generation, cold outreach, and closing deals. Comfortable navigating objections and tailoring messaging to different industries. Communication & Presentation Skills Clear, persuasive verbal and written communication. Capable of delivering compelling presentations to business audiences. Skilled in creating marketing materials and messaging that resonate with employers Relationship Building & Networking Strong interpersonal skills to build trust and long-term partnerships with business leaders. Ability to be active in local chambers, industry groups, and networking events. Able to maintain ongoing communication and engagement with employers. Strong organizational and time management skills. Proficient in Microsoft 365 and CRM software. Passion for education and workforce development. Ability to work independently and as part of a team. Reliable personal transportation for travel within Broward and south Palm Beach counties. Education & Experience: 2+ years of experience in sales, recruitment, or another related field is required. Bachelor's degree in business administration, human resources, education, or another related field is required. Proven ability to build and maintain strong relationships with diverse stakeholders. Physical Requirements: Stand, sit, walk, see, adjust focus, talk, hear, bend, lift 15lbs occasionally. Who we are: Junior Achievement of South Florida (JA) empowers our youth with the knowledge, ability, and confidence to navigate their futures, drive our economy and lead our community. We are looking for individuals who are passionate not only to our mission, but also about being part of the innovative and energetic culture at JA. JA provides real-world training in financial literacy including budgeting, spending, investing and the use of credit; offers cutting-edge skill-building opportunities that enable young people to explore meaningful, productive careers; teaches students how to start businesses; and introduces entrepreneurial values that strengthen workplaces. Last year, with the help of over 7,100 trained corporate and community volunteers, JA delivered over 20 various programs to almost 50,000 students in classrooms throughout Broward and south Palm Beach counties and at JA World Huizenga Center at the Lillian S. Wells Pavilion, a first-class facility housing JA BizTown and JA Finance Park. For more information about Junior Achievement of South Florida, visit *********************** Follow JA on social media @jasouthflorida. Junior Achievement of South Florida participates in the federal government's E-Verify program, which confirms employment authorization of all newly hired employees and most existing employees through an electronic database maintained by the Social Security Administration and Department of Homeland Security. For all new hires, the E-Verify process is completed in conjunction with the Form I-9 Employment Eligibility Verification on or before the first day of work. E-Verify is not used as a tool to pre-screen candidates. For up-to-date information on E-Verify, go to ************* and click on 'E-Verify' located near the bottom of the page.

WHO ARE WE? Launch Potato is a profitable digital media company that reaches over 30M+ monthly visitors through brands such as FinanceBuzz, All About Cookies, and OnlyInYourState. As The Discovery and Conversion Company, our mission is to connect consumers with the world's leading brands through data-driven content and technology. Headquartered in South Florida with a remote-first team spanning over 15 countries, we've built a high-growth, high-performance culture where speed, ownership, and measurable impact drive success. WHY JOIN US? At Launch Potato, you'll accelerate your career by owning outcomes, moving fast, and driving impact with a global team of high-performers. BASE SALARY: $80,000 to $110,000 per year MUST HAVE Fully comfortable working Eastern Timezone hours and supporting ad-hoc partner or business needs outside standard hours when required. Experienced in managing a direct response portfolio of accounts for a mix of channel types like email, newsletter, listicle, co-reg, etc. Demonstrated ability to interpret, diagnose, and act on performance data across KPIs (CTR, CPC, CPA, ROAS), including identifying trends, risks, and scalable opportunities. Advanced communication, negotiation, and upsell skills with the ability to influence both tactical decisions and strategic partner direction. Highly proactive, growth-minded, and organized, able to manage complex workflows while driving long-term outcomes. EXPERIENCE: Minimum 3-5 years working directly with Publishers, Affiliates, and/or Advertisers in digital media, performance marketing, or lead generation, with ownership of partner relationships, revenue performance, and reporting. YOUR ROLE Own and grow a direct response, high-impact portfolio of publisher partners, applying industry expertise, strategic thinking, and cross-functional influence to maximize revenue, efficiency, and long-term partner value. This role expands beyond execution: you will anticipate risks, uncover growth opportunities, design optimization strategies, influence internal roadmaps, and elevate best practices across the team. Outcomes (Performance Expectations) Strategic Account Ownership: Own, optimize, and expand a portfolio of publisher/affiliate accounts by managing daily partner needs, driving long-term growth strategies, and proactively identifying new placements, integrations, and whitespace opportunities. Campaign Execution & Daily Management: Execute all campaign operations, including pacing, budgets, QA, creative testing, launches, and troubleshooting with 100% accuracy while using advanced judgment to prioritize issues and maintain performance stability. Performance Optimization: Analyze performance data across CTR, CPC, CPA, and ROAS to diagnose trends, forecast impact, and deliver clear, actionable recommendations that improve yield and partner outcomes. Revenue & Margin Growth: Drive revenue and margin expansion by scaling high-performing partners, upselling new opportunities, optimizing traffic quality, and influencing internal teams to unlock additional growth levers. Documentation & Reporting: Maintain clear, organized documentation and produce structured reporting that communicates insights, decisions, risks, and next steps to internal teams and external partners. Cross-Functional Leadership: Partner with media buying, analytics, creative, and product to resolve blockers, shape testing roadmaps, refine processes, and elevate partner performance through cross-team alignment. High-Trust Partner Communication: Lead recurring partner communications that build trust, address issues quickly, and deliver strategic insights that strengthen alignment and long-term retention. Competencies Industry-Grounded Strategist: Leverages strong experience in publisher, affiliate, and advertiser ecosystems to anticipate shifts, navigate constraints, and identify high-impact opportunities. Relationship & Influence Leader: Builds trust across partners and internal teams; influences without authority; balances partner needs with Launch Potato's goals. Advanced Data Literacy: Uses Looker, Excel, and performance dashboards to run analyses, forecast outcomes, design tests, and translate insights into action. Operationally Excellent: Manages multiple accounts, priorities, and workflows with accuracy and process discipline at expectations. Collaborative & Cross-Functional: Works fluidly with media buyers, analytics, creative, and engineering partners; communicates directly with clarity and respect. Entrepreneurial Problem Solver: Acts with ownership, experiments thoughtfully, and drives long-term revenue growth through both systematic and creative approaches. Coachable, Reflective, Growth-Minded: Seeks feedback, adapts quickly, and shares learnings to raise the bar across the team. TOTAL COMPENSATION Base salary is set according to market rates for the nearest major metro and varies based on Launch Potato's Levels Framework. Your compensation package includes a base salary, profit-sharing bonus, and competitive benefits. Launch Potato is a performance-driven company, which means once you are hired, future increases will be based on company and personal performance, not annual cost of living adjustments. Want to accelerate your career? Apply now! Since day one, we've been committed to having a diverse, inclusive team and culture. We are proud to be an Equal Employment Opportunity company. We value diversity, equity, and inclusion. We do not discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Job Description Job Title: Personal Lines - Account Manager Company: One Insurance Services Job Type: Full-Time, Permanent Supplemental Pay: Bonus opportunities About One Insurance Services One Insurance Services specializes in providing comprehensive insurance solutions tailored to a diverse range of clients. As we continue to grow, we're looking for a Personal Lines Account Manager to support our high-net-worth clientele with expert guidance and personalized service. Key Responsibilities Develop a deep understanding of the unique needs of mid-sized to high-net-worth individuals and deliver tailored insurance strategies Manage and assess clients' insurance needs, offering expert advice on personal insurance products, including homeowners, auto, umbrella, fine art, jewelry, and other specialized coverages Guide clients through the insurance process-from policy selection to claims support Build and maintain strong client relationships, ensuring timely service and support Collaborate with insurance carriers to secure optimal coverage and pricing Oversee policy renewals, adjustments, and inquiries with accuracy and efficiency Follow up with clients to address concerns and ensure satisfaction Gather and organize required documentation for quoting and binding policies Identify opportunities for cross-selling and up-selling within your book of business Support the sales team with high-net-worth client acquisition by providing product expertise Perform other duties as assigned Qualifications Experience: 5-7 years of experience in personal lines insurance, with a focus on mid- to high-net-worth clients Proven ability to manage complex portfolios and deliver exceptional service Experience negotiating with underwriters and carriers on behalf of clients Education & Certifications: Active Florida 220 Insurance License (required) High school diploma (required); college degree preferred Professional designations such as CPCU, ARM, or CIC are highly desirable Bilingual (English/Spanish) is a plus Skills: Deep knowledge of personal insurance products and Florida insurance markets Strong interpersonal and communication skills High attention to detail and excellent organizational abilities Ability to work independently while collaborating in a fast-paced, team-oriented environment What We Offer You At One Insurance Services, we are committed to investing in your growth and success. Our culture encourages open communication, teamwork, and innovation. You'll enjoy: Flexible work options: in-office, hybrid, or remote Competitive compensation and benefits, including: Medical, dental, and vision insurance Company-paid life and short-term disability insurance 401(k) with matching contributions Generous PTO, holidays, and personal time A strong work/life balance-because it matters Equal Employment Opportunity (EEO) Statement One Insurance Services is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, sexual orientation, gender identity, or any other protected characteristic as defined by federal, state, or local laws. Ready to take the next step in your insurance career? Apply today to join a team that values expertise, client care, and long-term growth.